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Creekmur Asset Management LLC: PSX position timeline

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

Creekmur Asset Management LLC held 8,085 PSX shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 8,085 shares
    Change vs previous 13F +516 shares

    0.18% of the 13F portfolio, value $1,099,655.

    13F-HR 0002013091-25-000008 filed by Creekmur 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 ended2025-06-30
    13F 7,569 shares
    Change vs previous 13F +3,796 shares

    0.16% of the 13F portfolio, value $903,038.

    13F-HR 0002013091-25-000004 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,773 shares
    Change vs previous 13F -2,886 shares

    0.1% of the 13F portfolio, value $465,876.

    13F-HR 0002013091-25-000002 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,659 shares
    Change vs previous 13F -2,039 shares

    0.17% of the 13F portfolio, value $758,646.

    13F-HR 0002013091-25-000001 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,698 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,143,331.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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