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NAVELLIER & ASSOCIATES INC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAVELLIER & ASSOCIATES INC on PSX, newest first. How the timeline and the estimate are built.

NAVELLIER & ASSOCIATES INC held 59,960 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,960 shares
    Change vs previous 13F +19,693 shares

    0.8% of the 13F portfolio, value $10,136,303.

    13F-HR 0001104659-26-090274 filed by NAVELLIER & ASSOCIATES INC
    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 40,267 shares
    Change vs previous 13F -1,495 shares

    0.76% of the 13F portfolio, value $7,335,798.

    13F-HR 0001104659-26-056800 filed by NAVELLIER & ASSOCIATES INC
    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 41,762 shares
    Change vs previous 13F -7,126 shares

    0.6% of the 13F portfolio, value $5,388,966.

    13F-HR 0001104659-26-009534 filed by NAVELLIER & ASSOCIATES INC
    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 48,888 shares
    Change vs previous 13F +3,575 shares

    0.67% of the 13F portfolio, value $6,649,765.

    13F-HR 0001104659-25-107454 filed by NAVELLIER & ASSOCIATES INC
    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 45,313 shares
    Change vs previous 13F +35 shares

    0.67% of the 13F portfolio, value $5,405,872.

    13F-HR 0001104659-25-075089 filed by NAVELLIER & ASSOCIATES INC
    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 45,278 shares
    Change vs previous 13F -7,552 shares

    0.67% of the 13F portfolio, value $4,840,184.

    13F-HR 0001104659-25-045095 filed by NAVELLIER & ASSOCIATES INC
    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 52,830 shares
    Change vs previous 13F +5,071 shares

    0.72% of the 13F portfolio, value $6,018,940.

    13F-HR 0001104659-25-008689 filed by NAVELLIER & ASSOCIATES INC
    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 47,759 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $6,277,880.

    13F-HR 0001104659-24-116385 filed by NAVELLIER & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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