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EXCALIBUR MANAGEMENT CORP: PSX position timeline

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

EXCALIBUR MANAGEMENT CORP held 3,887 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,887 shares
    Change vs previous 13F -35 shares

    0.22% of the 13F portfolio, value $657,107.

    13F-HR 0001009003-26-000004 filed by EXCALIBUR MANAGEMENT CORP
    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 3,922 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $714,510.

    13F-HR 0001009003-26-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 3,922 shares
    Change vs previous 13F -57 shares

    0.18% of the 13F portfolio, value $506,095.

    13F-HR 0001009003-26-000002 filed by EXCALIBUR MANAGEMENT CORP
    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 3,979 shares
    Change vs previous 13F +15 shares

    0.2% of the 13F portfolio, value $541,224.

    13F-HR 0001009003-25-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 3,964 shares
    Change vs previous 13F +607 shares

    0.18% of the 13F portfolio, value $472,905.

    13F-HR 0001085146-25-004581 filed by EXCALIBUR MANAGEMENT CORP
    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 3,357 shares
    Change vs previous 13F -20 shares

    0.16% of the 13F portfolio, value $414,481.

    13F-HR 0001085146-25-002765 filed by EXCALIBUR MANAGEMENT CORP
    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 3,377 shares
    Change vs previous 13F -13 shares

    0.15% of the 13F portfolio, value $384,704.

    13F-HR 0001085146-25-001015 filed by EXCALIBUR MANAGEMENT CORP
    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 3,390 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $445,616.

    13F-HR 0001085146-24-005771 filed by EXCALIBUR MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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