DAVIS R M INC: PSX position timeline

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

DAVIS R M INC held 313,812 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 313,812 shares
Change vs previous 13F -4,808 shares
0.84% of the 13F portfolio, value $53,049,919.
13F-HR 0000891287-26-000006 filed by DAVIS R M INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 318,620 shares
Change vs previous 13F -5,259 shares
1.03% of the 13F portfolio, value $58,046,125.
13F-HR 0000891287-26-000003 filed by DAVIS R M INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 323,879 shares
Change vs previous 13F -11,746 shares
0.72% of the 13F portfolio, value $41,793,376.
13F-HR 0000891287-26-000002 filed by DAVIS R M INC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 335,625 shares
Change vs previous 13F -5,723 shares
0.8% of the 13F portfolio, value $45,651,685.
13F-HR 0000891287-25-000010 filed by DAVIS R M INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 341,348 shares
Change vs previous 13F -8,794 shares
0.76% of the 13F portfolio, value $40,722,824.
13F-HR 0000891287-25-000005 filed by DAVIS R M INC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 350,142 shares
Change vs previous 13F +726 shares
0.87% of the 13F portfolio, value $43,235,538.
13F-HR 0000891287-25-000004 filed by DAVIS R M INC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 349,416 shares
Change vs previous 13F +956 shares
0.78% of the 13F portfolio, value $39,808,922.
13F-HR 0000891287-25-000002 filed by DAVIS R M INC
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 348,460 shares
Change vs previous 13F not available
0.89% of the 13F portfolio, value $45,805,056.
13F-HR 0000891287-24-000011 filed by DAVIS R M INC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).