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Disclosery

Corient Private Wealth LP: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on PSX, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 628,169 PSX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 628,169 shares
    Change vs previous 13F -78,579 shares

    0.15% of the 13F portfolio, value $106,192,179.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 706,748 shares
    Change vs previous 13F -17,784 shares

    0.18% of the 13F portfolio, value $128,651,133.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 724,532 shares
    Change vs previous 13F -40,092 shares

    0.13% of the 13F portfolio, value $93,504,327.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 764,624 shares
    Change vs previous 13F -2,792 shares

    0.16% of the 13F portfolio, value $104,004,115.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 767,416 shares
    Change vs previous 13F -129,568 shares

    0.12% of the 13F portfolio, value $91,552,701.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 896,984 shares
    Change vs previous 13F -38,441 shares

    0.18% of the 13F portfolio, value $110,759,706.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 935,425 shares
    Change vs previous 13F -50,897 shares

    0.18% of the 13F portfolio, value $106,573,194.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 986,322 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $129,651,862.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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