Shorepoint Capital Partners LLC: PSX position timeline

Shorepoint Capital Partners LLC held 39,657 PSX shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 39,657 shares

   Change vs previous 13F +843 shares

   1.07% of the 13F portfolio, value $5,394,206.

   13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
   Filed 2025-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-03-31

   13F 38,814 shares

   Change vs previous 13F +1,157 shares

   1.08% of the 13F portfolio, value $4,792,808.

   13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 37,657 shares

   Change vs previous 13F +627 shares

   0.98% of the 13F portfolio, value $4,290,313.

   13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 37,030 shares

   Change vs previous 13F -1,189 shares

   1.11% of the 13F portfolio, value $4,867,653.

   13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 38,219 shares

   Change vs previous 13F -235 shares

   1.27% of the 13F portfolio, value $5,395,439.

   13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 38,454 shares

   Change vs previous 13F -102 shares

   1.54% of the 13F portfolio, value $6,281,011.

   13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 38,556 shares

   Change vs previous 13F not available

   1.38% of the 13F portfolio, value $5,133,353.

   13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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