Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,103,051
-$100,065 QoQ
Shares Held
6,525
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#842
of 2,091 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $2,954,405 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (37.3% of the industry book) .
All Filings in PSX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,103,051 | 6,525 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,203,116 | 6,604 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $876,052 | 6,789 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $933,641 | 6,864 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $842,735 | 7,064 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $900,292 | 7,291 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $851,740 | 7,476 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $992,578 | 7,551 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,056,798 | 7,486 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,217,536 | 7,454 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $949,021 | 7,128 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $873,730 | 7,272 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $693,603 | 7,272 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $731,456 | 7,215 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $773,730 | 7,434 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $842,232 | 10,434 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $858,763 | 10,474 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $865,973 | 10,024 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $443,962 | 6,127 | Shares | Sole | 2022-03-11 | |
| 2021-06-30 | $220,643 | 2,571 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $209,639 | 2,571 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||