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Disclosery

Ramirez Asset Management, Inc.: PSX position timeline

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

Ramirez Asset Management, Inc. held 19,405 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,405 shares
    Change vs previous 13F -6,797 shares

    0.34% of the 13F portfolio, value $3,280,415.

    13F-HR 0001992110-26-000007 filed by Ramirez Asset Management, 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 26,202 shares
    Change vs previous 13F +1,200 shares

    0.57% of the 13F portfolio, value $4,773,480.

    13F-HR 0001992110-26-000005 filed by Ramirez Asset Management, 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 25,002 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $3,226,258.

    13F-HR 0001992110-26-000003 filed by Ramirez Asset Management, 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 25,002 shares
    Change vs previous 13F +2,440 shares

    0.47% of the 13F portfolio, value $3,400,772.

    13F-HR 0001992110-25-000014 filed by Ramirez Asset Management, 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 22,562 shares
    Change vs previous 13F +13,000 shares

    0.41% of the 13F portfolio, value $2,691,647.

    13F-HR 0001992110-25-000010 filed by Ramirez Asset Management, 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 9,562 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,180,716.

    13F-HR 0001992110-25-000005 filed by Ramirez Asset Management, 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 9,562 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,089,399.

    13F-HR 0001992110-25-000003 filed by Ramirez Asset Management, 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 9,562 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,256,925.

    13F-HR 0001992110-24-000013 filed by Ramirez Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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