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Disclosery

SWS Partners: PSX position timeline

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

SWS Partners held 19,349 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 19,349 shares
    Change vs previous 13F +203 shares

    0.71% of the 13F portfolio, value $3,270,917.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 19,146 shares
    Change vs previous 13F -397 shares

    0.86% of the 13F portfolio, value $3,488,019.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 19,543 shares
    Change vs previous 13F -61 shares

    0.61% of the 13F portfolio, value $2,521,890.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 19,604 shares
    Change vs previous 13F +1,006 shares

    0.65% of the 13F portfolio, value $2,666,613.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 18,598 shares
    Change vs previous 13F -1,974 shares

    0.6% of the 13F portfolio, value $2,218,854.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 20,572 shares
    Change vs previous 13F -775 shares

    0.83% of the 13F portfolio, value $2,540,264.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 21,347 shares
    Change vs previous 13F +2,685 shares

    0.74% of the 13F portfolio, value $2,432,111.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 18,662 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,453,099.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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