Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,327,341
-$410,978 QoQ
Shares Held
25,598
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#457
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $4,861,524 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (89.0% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,327,341 | 25,598 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,738,319 | 26,009 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,468,982 | 26,883 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $3,786,660 | 27,839 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,524,957 | 29,547 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,884,557 | 31,459 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,962,371 | 34,779 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,934,238 | 37,537 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,435,750 | 38,505 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,609,389 | 40,464 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,629,824 | 42,285 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $5,066,124 | 42,165 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,204,064 | 44,077 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,506,543 | 44,452 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,664,553 | 44,817 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,638,696 | 45,078 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,665,198 | 44,703 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,894,547 | 45,081 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $3,263,815 | 45,043 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $3,207,654 | 45,804 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,830,833 | 44,638 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,656,335 | 44,841 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $3,136,179 | 44,841 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,364,266 | 45,607 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,352,840 | 46,632 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,464,520 | 45,937 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||