Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$158,737
+$24,106 QoQ
Shares Held
939
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,761
of 2,093 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $163,640 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (97.0% of the industry book) .
All Filings in PSX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,737 | 939 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $134,631 | 739 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $95,360 | 739 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $100,518 | 739 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $87,566 | 734 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $90,634 | 734 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $84,649 | 743 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $96,484 | 734 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $516,399 | 3,658 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $598,151 | 3,662 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $487,558 | 3,662 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $439,508 | 3,658 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $348,900 | 3,658 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $371,050 | 3,660 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $380,932 | 3,660 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $295,435 | 3,660 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $60,180 | 734 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $316,187 | 3,660 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $265,203 | 3,660 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||