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Disclosery

Telos Capital Management, Inc.: PSX position timeline

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

Telos Capital Management, Inc. held 55,644 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,644 shares
    Change vs previous 13F -1,147 shares

    0.83% of the 13F portfolio, value $9,406,680.

    13F-HR 0001567889-26-000004 filed by Telos Capital 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 56,791 shares
    Change vs previous 13F -1,012 shares

    0.99% of the 13F portfolio, value $10,346,231.

    13F-HR 0001567889-26-000002 filed by Telos Capital 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 57,803 shares
    Change vs previous 13F +1,435 shares

    0.7% of the 13F portfolio, value $7,458,856.

    13F-HR 0001567889-26-000001 filed by Telos Capital 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 56,368 shares
    Change vs previous 13F +2,803 shares

    0.73% of the 13F portfolio, value $7,667,200.

    13F-HR 0001567889-25-000005 filed by Telos Capital 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 53,565 shares
    Change vs previous 13F +1,150 shares

    0.65% of the 13F portfolio, value $6,390,362.

    13F-HR 0001567889-25-000004 filed by Telos Capital 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 52,415 shares
    Change vs previous 13F +1,304 shares

    0.71% of the 13F portfolio, value $6,472,211.

    13F-HR 0001567889-25-000003 filed by Telos Capital 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 51,111 shares
    Change vs previous 13F +855 shares

    0.62% of the 13F portfolio, value $5,823,091.

    13F-HR 0001567889-25-000001 filed by Telos Capital 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 50,256 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $6,606,119.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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