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Convergence Investment Partners, LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Convergence Investment Partners, LLC on PSX, newest first. How the timeline and the estimate are built.

Convergence Investment Partners, LLC held 43,453 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,453 shares
    Change vs previous 13F +9,415 shares

    0.7% of the 13F portfolio, value $7,345,745.

    13F-HR 0001580642-26-004768 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,038 shares
    Change vs previous 13F +11,343 shares

    1.02% of the 13F portfolio, value $6,201,083.

    13F-HR 0001580642-26-003061 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,695 shares
    Change vs previous 13F -3,644 shares

    0.58% of the 13F portfolio, value $2,928,502.

    13F-HR 0001580642-26-000812 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,339 shares
    Change vs previous 13F +14,049 shares

    0.8% of the 13F portfolio, value $3,582,570.

    13F-HR 0001580642-25-006974 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,290 shares
    Change vs previous 13F -175 shares

    0.37% of the 13F portfolio, value $1,466,256.

    13F-HR 0001580642-25-004698 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,465 shares
    Change vs previous 13F -5,291 shares

    0.43% of the 13F portfolio, value $1,539,223.

    13F-HR 0001580642-25-002881 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,756 shares
    Change vs previous 13F -55 shares

    0.45% of the 13F portfolio, value $2,022,953.

    13F-HR 0001580642-25-000637 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,811 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,341,231.

    13F-HR 0001580642-24-006418 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).