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Disclosery

Regent Investment Management LLC: PSX position timeline

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

Regent Investment Management LLC held 5,475 PSX shares at 2022-12-31 per its 13F-HR filed 2023-01-26.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 5,475 shares
    Change vs previous 13F +50 shares

    0.15% of the 13F portfolio, value $570,000.

    13F-HR 0001559968-23-000002 filed by Regent 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 ended2022-09-30
    13F 5,425 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $438,000.

    13F-HR 0001559968-22-000008 filed by Regent 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 ended2022-06-30
    13F 5,475 shares
    Change vs previous 13F -10 shares

    0.13% of the 13F portfolio, value $449,000.

    13F-HR 0001559968-22-000006 filed by Regent 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 ended2022-03-31
    13F 5,485 shares
    Change vs previous 13F -57 shares

    0.11% of the 13F portfolio, value $474,000.

    13F-HR 0001559968-22-000004 filed by Regent 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 ended2021-12-31
    13F 5,542 shares
    Change vs previous 13F -435 shares

    0.09% of the 13F portfolio, value $402,000.

    13F-HR 0001559968-22-000002 filed by Regent 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 ended2021-09-30
    13F 5,977 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $419,000.

    13F-HR 0001559968-21-000008 filed by Regent 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 ended2021-06-30
    13F 5,977 shares
    Change vs previous 13F -275 shares

    0.12% of the 13F portfolio, value $513,000.

    13F-HR 0001559968-21-000006 filed by Regent 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 ended2021-03-31
    13F 6,252 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $510,000.

    13F-HR 0001559968-21-000004 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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