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Disclosery

COWA, LLC: PSX position timeline

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

COWA, LLC held 7,868 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,868 shares
    Change vs previous 13F +2 shares

    0.33% of the 13F portfolio, value $1,330,025.

    13F-HR 0001172661-26-003103 filed by COWA, 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 7,866 shares
    Change vs previous 13F +2,672 shares

    0.39% of the 13F portfolio, value $1,433,181.

    13F-HR 0001172661-26-001949 filed by COWA, 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 5,194 shares
    Change vs previous 13F -2,641 shares

    0.21% of the 13F portfolio, value $682,836.

    13F-HR 0001172661-26-000642 filed by COWA, 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 7,835 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,065,852.

    13F-HR 0001172661-25-004667 filed by COWA, 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 7,835 shares
    Change vs previous 13F -165 shares

    0.36% of the 13F portfolio, value $936,365.

    13F-HR 0001172661-25-003055 filed by COWA, 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 8,000 shares
    Change vs previous 13F -99 shares

    0.42% of the 13F portfolio, value $987,818.

    13F-HR 0001172661-25-001765 filed by COWA, 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 8,099 shares
    Change vs previous 13F +1 shares

    0.43% of the 13F portfolio, value $922,764.

    13F-HR 0001172661-25-000471 filed by COWA, 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 8,098 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,063,147.

    13F-HR 0001172661-24-004448 filed by COWA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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