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Disclosery

Fernwood Investment Management, LLC: PSX position timeline

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

Fernwood Investment Management, LLC held 16,487 PSX shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 16,487 shares
    Change vs previous 13F -400 shares

    0.65% of the 13F portfolio, value $1,878,364.

    13F-HR 0001570296-25-000002 filed by Fernwood Investment 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 ended2024-09-30
    13F 16,887 shares
    Change vs previous 13F -318 shares

    0.72% of the 13F portfolio, value $2,219,796.

    13F-HR 0001570296-24-000008 filed by Fernwood Investment 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 ended2024-06-30
    13F 17,205 shares
    Change vs previous 13F -50 shares

    0.75% of the 13F portfolio, value $2,428,830.

    13F-HR 0001570296-24-000006 filed by Fernwood Investment 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 ended2024-03-31
    13F 17,255 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $2,818,432.

    13F-HR 0001570296-24-000004 filed by Fernwood Investment 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 ended2023-12-31
    13F 17,255 shares
    Change vs previous 13F -325 shares

    0.76% of the 13F portfolio, value $2,297,331.

    13F-HR 0001570296-24-000002 filed by Fernwood Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 17,580 shares
    Change vs previous 13F +100 shares

    0.76% of the 13F portfolio, value $2,112,237.

    13F-HR 0001570296-23-000008 filed by Fernwood Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 17,480 shares
    Change vs previous 13F -150 shares

    0.59% of the 13F portfolio, value $1,667,242.

    13F-HR 0001570296-23-000006 filed by Fernwood Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 17,630 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,787,329.

    13F-HR 0001570296-23-000004 filed by Fernwood Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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