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Disclosery

ROTHSCHILD & CO ASSET MANAGEMENT US INC.: PSX position timeline

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

ROTHSCHILD & CO ASSET MANAGEMENT US INC. held 259,175 PSX shares at 2022-12-31 per its 13F-HR filed 2023-02-14.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 259,175 shares
    Change vs previous 13F +8,711 shares

    0.41% of the 13F portfolio, value $26,974,900.

    13F-HR 0001172661-23-000973 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    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 250,464 shares
    Change vs previous 13F +1,468 shares

    0.35% of the 13F portfolio, value $20,217,000.

    13F-HR 0001172661-22-002306 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    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 248,996 shares
    Change vs previous 13F -7,986 shares

    0.31% of the 13F portfolio, value $20,415,000.

    13F-HR 0001172661-22-001753 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    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 256,982 shares
    Change vs previous 13F -1,424 shares

    0.28% of the 13F portfolio, value $22,201,000.

    13F-HR 0001172661-22-001272 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    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 258,406 shares
    Change vs previous 13F -923 shares

    0.22% of the 13F portfolio, value $18,724,000.

    13F-HR 0001172661-22-000354 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    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 259,329 shares
    Change vs previous 13F +6,093 shares

    0.23% of the 13F portfolio, value $18,161,000.

    13F-HR 0001172661-21-002131 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    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 253,236 shares
    Change vs previous 13F +1,439 shares

    0.26% of the 13F portfolio, value $21,733,000.

    13F-HR 0001172661-21-001700 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    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 251,797 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,532,000.

    13F-HR 0001172661-21-001117 filed by ROTHSCHILD & CO ASSET MANAGEMENT US INC.
    Filed (acceptance time not in the bulk data set), ingested

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