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Disclosery

Covenant Asset Management, LLC: PSX position timeline

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

Covenant Asset Management, LLC held 1,310 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,310 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $221,456.

    13F-HR 0001697717-26-000006 filed by Covenant Asset Management, 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 1,310 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $238,656.

    13F-HR 0001697717-26-000004 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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