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MAI Capital Management: PSX position timeline

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

MAI Capital Management held 66,840 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,840 shares
    Change vs previous 13F +10,475 shares

    0.04% of the 13F portfolio, value $11,299,437.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 56,365 shares
    Change vs previous 13F +3,002 shares

    0.06% of the 13F portfolio, value $10,268,567.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 53,363 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $6,886,019.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 53,353 shares
    Change vs previous 13F +5,492 shares

    0.05% of the 13F portfolio, value $7,257,141.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 47,861 shares
    Change vs previous 13F +3,197 shares

    0.04% of the 13F portfolio, value $5,709,794.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 44,664 shares
    Change vs previous 13F -1,461 shares

    0.04% of the 13F portfolio, value $5,515,126.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 46,125 shares
    Change vs previous 13F +25,641 shares

    0.04% of the 13F portfolio, value $5,254,974.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 20,484 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,692,614.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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