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Rockefeller Capital Management L.P.: PSX position timeline

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

Rockefeller Capital Management L.P. held 141,072 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,072 shares
    Change vs previous 13F -9,591 shares

    0.04% of the 13F portfolio, value $23,848,339.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    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 150,663 shares
    Change vs previous 13F +267 shares

    0.05% of the 13F portfolio, value $27,447,967.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    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 150,396 shares
    Change vs previous 13F +7,758 shares

    0.03% of the 13F portfolio, value $19,407,252.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    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 142,638 shares
    Change vs previous 13F -268 shares

    0.04% of the 13F portfolio, value $19,401,775.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    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 142,906 shares
    Change vs previous 13F -9,355 shares

    0.04% of the 13F portfolio, value $17,048,726.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    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 152,261 shares
    Change vs previous 13F +16,428 shares

    0.05% of the 13F portfolio, value $18,801,308.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    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 135,833 shares
    Change vs previous 13F -271 shares

    0.04% of the 13F portfolio, value $15,485,334.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    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 136,104 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,897,307.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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