Skip to content
Disclosery

Colonial Trust Advisors: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on PSX, newest first. How the timeline and the estimate are built.

Colonial Trust Advisors held 58,279 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,279 shares
    Change vs previous 13F -1,784 shares

    0.44% of the 13F portfolio, value $9,852,010.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 31,635 shares
    • Colonial Trust Co / SC: 26,644 shares

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

  2. period ended2026-03-31
    13F 60,063 shares
    Change vs previous 13F -1,006 shares

    0.54% of the 13F portfolio, value $10,942,322.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 32,536 shares
    • Colonial Trust Co / SC: 27,527 shares

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

  3. period ended2025-12-31
    13F 61,069 shares
    Change vs previous 13F -6,322 shares

    0.38% of the 13F portfolio, value $7,880,357.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 33,275 shares
    • Colonial Trust Co / SC: 27,794 shares

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

  4. period ended2025-09-30
    13F 67,391 shares
    Change vs previous 13F -5,232 shares

    0.45% of the 13F portfolio, value $9,166,485.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 36,593 shares
    • Colonial Trust Co / SC: 30,798 shares

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

  5. period ended2025-06-30
    13F 72,623 shares
    Change vs previous 13F -8,272 shares

    0.46% of the 13F portfolio, value $8,664,014.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 40,063 shares
    • Colonial Trust Co / SC: 32,560 shares

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

  6. period ended2025-03-31
    13F 80,895 shares
    Change vs previous 13F +481 shares

    0.56% of the 13F portfolio, value $9,988,971.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 42,795 shares
    • Colonial Trust Co / SC: 38,100 shares

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

  7. period ended2024-12-31
    13F 80,414 shares
    Change vs previous 13F -964 shares

    0.51% of the 13F portfolio, value $9,161,580.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 42,482 shares
    • Colonial Trust Co / SC: 37,932 shares

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

  8. period ended2024-09-30
    13F 81,378 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $10,697,064.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 43,791 shares
    • Colonial Trust Co / SC: 37,587 shares

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