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Disclosery

BTC Capital Management, Inc.: PSX position timeline

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

BTC Capital Management, Inc. held 32,961 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,961 shares
    Change vs previous 13F +7,320 shares

    0.34% of the 13F portfolio, value $5,572,063.

    13F-HR 0001611848-26-000009 filed by BTC 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 25,641 shares
    Change vs previous 13F +2,184 shares

    0.32% of the 13F portfolio, value $4,671,278.

    13F-HR 0001611848-26-000007 filed by BTC 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 23,457 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,024,053.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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