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Disclosery

Stack Financial Management, Inc: PSX position timeline

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

Stack Financial Management, Inc held 214,827 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 214,827 shares
    Change vs previous 13F -2,458 shares

    2.83% of the 13F portfolio, value $36,316,585.

    13F-HR 0001308685-26-000007 filed by Stack Financial 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 217,285 shares
    Change vs previous 13F -188 shares

    2.91% of the 13F portfolio, value $39,585,054.

    13F-HR 0001308685-26-000005 filed by Stack Financial 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 217,473 shares
    Change vs previous 13F -1,866 shares

    2.14% of the 13F portfolio, value $28,062,768.

    13F-HR 0001308685-26-000002 filed by Stack Financial 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 219,339 shares
    Change vs previous 13F -2,517 shares

    2.48% of the 13F portfolio, value $29,834,545.

    13F-HR 0001308685-25-000011 filed by Stack Financial 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 221,856 shares
    Change vs previous 13F -2,276 shares

    2.34% of the 13F portfolio, value $26,467,469.

    13F-HR 0001308685-25-000009 filed by Stack Financial 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 224,132 shares
    Change vs previous 13F -1,318 shares

    2.31% of the 13F portfolio, value $27,675,869.

    13F-HR 0001308685-25-000007 filed by Stack Financial 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 225,450 shares
    Change vs previous 13F -1,196 shares

    2.35% of the 13F portfolio, value $25,685,564.

    13F-HR 0001308685-25-000004 filed by Stack Financial 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 226,646 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $29,792,669.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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