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Disclosery

&PARTNERS: PSX position timeline

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

&PARTNERS held 283,968 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 283,968 shares
    Change vs previous 13F +20,758 shares

    0.2% of the 13F portfolio, value $47,959,205.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 263,210 shares
    Change vs previous 13F -18,367 shares

    0.24% of the 13F portfolio, value $47,856,322.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 281,577 shares
    Change vs previous 13F +15,872 shares

    0.19% of the 13F portfolio, value $36,306,401.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 265,705 shares
    Change vs previous 13F -26,011 shares

    0.23% of the 13F portfolio, value $36,072,422.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 291,716 shares
    Change vs previous 13F +32,098 shares

    0.27% of the 13F portfolio, value $34,766,031.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 259,618 shares
    Change vs previous 13F -25,858 shares

    0.34% of the 13F portfolio, value $31,593,356.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 285,476 shares
    Change vs previous 13F +97,518 shares

    0.4% of the 13F portfolio, value $33,049,588.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 187,958 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $24,650,122.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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