Williams Jones & Associates LLC: PSX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones & Associates LLC on PSX, newest first. How the timeline and the estimate are built.
Williams Jones & Associates LLC held 3,342 PSX shares at 2019-06-30 per its 13F-HR filed 2019-08-14.
the latest 13F is the newest step
- period ended2019-06-3013F 3,342 sharesChange vs previous 13F -255 shares
0.01% of the 13F portfolio, value $313,000.
13F-HR 0001104659-19-045786 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-03-3113F 3,597 sharesChange vs previous 13F -562 shares
0.01% of the 13F portfolio, value $342,000.
13F-HR 0001104659-19-029128 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-12-3113F 4,159 sharesChange vs previous 13F +670 shares
0.01% of the 13F portfolio, value $358,000.
13F-HR 0001104659-19-008445 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-09-3013F 3,489 sharesChange vs previous 13F +417 shares
0.01% of the 13F portfolio, value $393,000.
13F-HR 0001104659-18-068252 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-06-3013F 3,072 sharesChange vs previous 13F +275 shares
0.01% of the 13F portfolio, value $345,000.
13F-HR 0001104659-18-051756 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-03-3113F 2,797 sharesChange vs previous 13F -200 shares
0.01% of the 13F portfolio, value $268,000.
13F-HR 0001104659-18-033307 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-12-3113F 2,997 sharesChange vs previous 13F +200 shares
0.01% of the 13F portfolio, value $303,000.
13F-HR 0001104659-18-009368 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-09-3013F 2,797 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $256,000.
13F-HR 0001104659-17-068370 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).