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Disclosery

MTM Investment Management, LLC: PSX position timeline

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

MTM Investment Management, LLC held 2,912 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,912 shares
    Change vs previous 13F -100 shares

    0.14% of the 13F portfolio, value $492,274.

    13F-HR 0001398344-26-013346 filed by MTM 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 ended2026-03-31
    13F 3,012 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $548,726.

    13F-HR 0001398344-26-008606 filed by MTM 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 ended2025-12-31
    13F 3,012 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $388,668.

    13F-HR 0001398344-26-002527 filed by MTM 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 ended2025-09-30
    13F 3,012 shares
    Change vs previous 13F -466 shares

    0.13% of the 13F portfolio, value $409,692.

    13F-HR 0001398344-25-020204 filed by MTM 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 ended2025-06-30
    13F 3,478 shares
    Change vs previous 13F +141 shares

    0.14% of the 13F portfolio, value $414,925.

    13F-HR 0001398344-25-014865 filed by MTM 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 ended2025-03-31
    13F 3,337 shares
    Change vs previous 13F -30 shares

    0.16% of the 13F portfolio, value $414,956.

    13F-HR 0001398344-25-008455 filed by MTM 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 ended2024-12-31
    13F 3,367 shares
    Change vs previous 13F +18 shares

    0.15% of the 13F portfolio, value $383,602.

    13F-HR 0001398344-25-001393 filed by MTM 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 ended2024-09-30
    13F 3,349 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $464,238.

    13F-HR 0001398344-24-020363 filed by MTM Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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