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Disclosery

Impact Capital Partners LLC: PSX position timeline

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

Impact Capital Partners LLC held 9,511 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,511 shares
    Change vs previous 13F +414 shares

    0.44% of the 13F portfolio, value $1,607,770.

    13F-HR 0001951757-26-000997 filed by Impact Capital Partners LLC
    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 9,097 shares
    Change vs previous 13F -100 shares

    0.5% of the 13F portfolio, value $1,657,205.

    13F-HR 0001951757-26-000577 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,197 shares
    Change vs previous 13F +874 shares

    0.35% of the 13F portfolio, value $1,186,835.

    13F-HR 0001951757-26-000022 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,323 shares
    Change vs previous 13F +770 shares

    0.34% of the 13F portfolio, value $1,132,136.

    13F-HR 0001951757-25-001225 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,553 shares
    Change vs previous 13F +153 shares

    0.3% of the 13F portfolio, value $901,098.

    13F-HR 0001951757-25-000891 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,400 shares
    Change vs previous 13F +869 shares

    0.33% of the 13F portfolio, value $913,765.

    13F-HR 0001951757-25-000309 filed by Impact Capital Partners LLC
    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 6,531 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $744,077.

    13F-HR 0001951757-25-000213 filed by Impact Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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