Skip to content
Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: PSX position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 34,895 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,895 shares
    Change vs previous 13F -291 shares

    0.12% of the 13F portfolio, value $5,898,995.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 33,930 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 965 shares

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

  2. period ended2026-03-31
    13F 35,186 shares
    Change vs previous 13F -51 shares

    0.14% of the 13F portfolio, value $6,410,229.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34,298 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 888 shares

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

  3. period ended2025-12-31
    13F 35,237 shares
    Change vs previous 13F -298 shares

    0.1% of the 13F portfolio, value $4,546,917.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34,667 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 570 shares

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

  4. period ended2025-09-30
    13F 35,535 shares
    Change vs previous 13F -503 shares

    0.12% of the 13F portfolio, value $4,833,520.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,000 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 535 shares

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

  5. period ended2025-06-30
    13F 36,038 shares
    Change vs previous 13F -1,532 shares

    0.11% of the 13F portfolio, value $4,299,332.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,609 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 429 shares

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

  6. period ended2025-03-31
    13F 37,570 shares
    Change vs previous 13F -705 shares

    0.14% of the 13F portfolio, value $4,639,140.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 37,149 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 421 shares

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

  7. period ended2024-12-31
    13F 38,275 shares
    Change vs previous 13F -1,972 shares

    0.14% of the 13F portfolio, value $4,360,732.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 38,034 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 241 shares

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

  8. period ended2024-09-30
    13F 40,247 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,290,541.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 40,247 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 27,681 shares (included in another member's report, not added)

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