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VISTA INVESTMENT PARTNERS LLC: PSX position timeline

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

VISTA INVESTMENT PARTNERS LLC held 3,089 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,089 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $788,653.

    13F-HR 0002085853-26-001115 filed by VISTA INVESTMENT PARTNERS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,129 shares
    Change vs previous 13F -70 shares

    0.13% of the 13F portfolio, value $528,957.

    13F-HR 0002085853-26-000671 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,199 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $582,794.

    13F-HR 0002085853-26-000317 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,198 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $412,670.

    13F-HR 0002085853-26-000039 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,198 shares
    Change vs previous 13F +40 shares

    0.12% of the 13F portfolio, value $434,992.

    13F-HR 0002085853-25-000101 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,158 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $376,749.

    13F-HR 0001667731-25-000766 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,158 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $389,950.

    13F-HR 0001667731-25-000450 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,158 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $359,791.

    13F-HR 0001667731-25-000070 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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