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WCM INVESTMENT MANAGEMENT, LLC: PSX position timeline

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

WCM INVESTMENT MANAGEMENT, LLC held 0 PSX shares at 2025-06-30 per its 13F-HR filed 2025-07-29.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -23,395 shares

    13F-HR 0001062993-25-013207 filed by WCM INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 23,395 shares
    Change vs previous 13F -838 shares

    0.01% of the 13F portfolio, value $2,848,568.

    13F-HR 0001062993-25-008104 filed by WCM INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 24,233 shares
    Change vs previous 13F +14,343 shares

    0.01% of the 13F portfolio, value $2,713,884.

    13F-HR/A 0001062993-25-002077 filed by WCM INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,890 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,296,117.

    13F-HR 0001062993-24-018248 filed by WCM INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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