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Douglas Lane & Associates, LLC: PSX position timeline

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

Douglas Lane & Associates, LLC held 1,940 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,940 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $495,301.

    13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,940 shares
    Change vs previous 13F -508 shares

    <0.01% of the 13F portfolio, value $327,957.

    13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,448 shares
    Change vs previous 13F +158 shares

    0.01% of the 13F portfolio, value $445,977.

    13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,290 shares
    Change vs previous 13F +340 shares

    <0.01% of the 13F portfolio, value $295,502.

    13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,950 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $265,239.

    13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,008 shares
    Change vs previous 13F -98 shares

    <0.01% of the 13F portfolio, value $239,554.

    13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,106 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $260,007.

    13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,131 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,746.

    13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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