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Disclosery

Martin Capital Partners, LLC: PSX position timeline

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

Martin Capital Partners, LLC held 1,087 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,087 shares
    Change vs previous 13F -22,622 shares

    0.1% of the 13F portfolio, value $277,522.

    13F-HR 0001731216-26-000004 filed by Martin Capital Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,709 shares
    Change vs previous 13F -10,012 shares

    1.47% of the 13F portfolio, value $4,008,036.

    13F-HR 0001731216-26-000003 filed by Martin 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 ended2026-03-31
    13F 33,721 shares
    Change vs previous 13F -80 shares

    2.28% of the 13F portfolio, value $6,143,000.

    13F-HR 0001731216-26-000002 filed by Martin 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 ended2025-12-31
    13F 33,801 shares
    Change vs previous 13F +74 shares

    1.64% of the 13F portfolio, value $4,362,000.

    13F-HR 0001731216-26-000001 filed by Martin 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 ended2025-09-30
    13F 33,727 shares
    Change vs previous 13F -431 shares

    1.78% of the 13F portfolio, value $4,588,000.

    13F-HR 0001731216-25-000005 filed by Martin 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 ended2025-06-30
    13F 34,158 shares
    Change vs previous 13F +24,354 shares

    1.6% of the 13F portfolio, value $4,075,000.

    13F-HR 0001731216-25-000003 filed by Martin 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 ended2025-03-31
    13F 9,804 shares
    Change vs previous 13F -29 shares

    1.45% of the 13F portfolio, value $1,211,000.

    13F-HR 0001731216-25-000002 filed by Martin Capital Partners, 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 9,833 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,120,000.

    13F-HR 0001731216-25-000001 filed by Martin Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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