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Disclosery

TRAN CAPITAL MANAGEMENT, L.P.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAN CAPITAL MANAGEMENT, L.P. on PSX, newest first. How the timeline and the estimate are built.

TRAN CAPITAL MANAGEMENT, L.P. held 189,102 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,102 shares
    Change vs previous 13F -799 shares

    3.68% of the 13F portfolio, value $31,967,693.

    13F-HR 0001104659-26-083830 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 189,901 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $34,596,164.

    13F-HR 0001104659-26-043004 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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