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Disclosery

CWM, LLC: PSX position timeline

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

CWM, LLC held 136,709 PSX shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 136,709 shares
    Change vs previous 13F +3,630 shares

    0.07% of the 13F portfolio, value $24,905,720.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 133,079 shares
    Change vs previous 13F +27,962 shares

    0.05% of the 13F portfolio, value $17,172,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 105,117 shares
    Change vs previous 13F +62,913 shares

    0.04% of the 13F portfolio, value $14,298,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 42,204 shares
    Change vs previous 13F +4,404 shares

    0.02% of the 13F portfolio, value $5,035,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 37,800 shares
    Change vs previous 13F +6,951 shares

    0.02% of the 13F portfolio, value $4,668,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 30,849 shares
    Change vs previous 13F +2,231 shares

    0.01% of the 13F portfolio, value $3,515,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 28,618 shares
    Change vs previous 13F +5,350 shares

    0.02% of the 13F portfolio, value $3,762,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 23,268 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,285,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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