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MATTERN CAPITAL MANAGEMENT, LLC: PSX position timeline

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

MATTERN CAPITAL MANAGEMENT, LLC held 36,899 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,899 shares
    Change vs previous 13F -51,700 shares

    0.73% of the 13F portfolio, value $6,237,776.

    13F-HR 0001725547-26-000252 filed by MATTERN CAPITAL 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 ended2026-03-31
    13F 88,599 shares
    Change vs previous 13F -1,850 shares

    1.93% of the 13F portfolio, value $16,140,914.

    13F-HR 0001725547-26-000166 filed by MATTERN CAPITAL 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 ended2025-12-31
    13F 90,449 shares
    Change vs previous 13F -2,638 shares

    1.38% of the 13F portfolio, value $11,671,502.

    13F-HR 0001725547-26-000059 filed by MATTERN CAPITAL 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 ended2025-09-30
    13F 93,087 shares
    Change vs previous 13F -1,111 shares

    1.49% of the 13F portfolio, value $12,661,655.

    13F-HR 0001725547-25-004185 filed by MATTERN CAPITAL 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 ended2025-06-30
    13F 94,198 shares
    Change vs previous 13F +2,012 shares

    1.35% of the 13F portfolio, value $11,237,787.

    13F-HR 0001725547-25-003493 filed by MATTERN CAPITAL 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 ended2025-03-31
    13F 92,186 shares
    Change vs previous 13F -2,190 shares

    1.45% of the 13F portfolio, value $11,383,092.

    13F-HR 0001725547-25-001447 filed by MATTERN CAPITAL 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 ended2024-12-31
    13F 94,376 shares
    Change vs previous 13F +5,510 shares

    1.4% of the 13F portfolio, value $10,752,225.

    13F-HR 0001725547-25-000291 filed by MATTERN CAPITAL 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 ended2024-09-30
    13F 88,866 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $11,681,398.

    13F-HR 0001725547-24-005983 filed by MATTERN CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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