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PINNACLE ASSOCIATES LTD: PSX position timeline

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

PINNACLE ASSOCIATES LTD held 33,020 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 33,020 shares
    Change vs previous 13F -393 shares

    0.06% of the 13F portfolio, value $5,582,011.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 33,413 shares
    Change vs previous 13F -1,866 shares

    0.08% of the 13F portfolio, value $6,087,147.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 35,279 shares
    Change vs previous 13F +2,912 shares

    0.06% of the 13F portfolio, value $4,552,354.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 32,367 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $4,402,492.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 32,356 shares
    Change vs previous 13F -592 shares

    0.06% of the 13F portfolio, value $3,860,028.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 32,948 shares
    Change vs previous 13F -195 shares

    0.06% of the 13F portfolio, value $4,068,402.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 33,143 shares
    Change vs previous 13F -1,818 shares

    0.05% of the 13F portfolio, value $3,775,952.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 34,961 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,654,764.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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