Position in PSX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$399,885
+$120,256 QoQ
Shares Held
2,195
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Beaumont Financial Advisors, LLC holds $514,840 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,195 | $399,885 | |
| 2 | UGP |
Ultrapar Holdings Inc
|
20,863 | $114,955 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $399,885 | 2,195 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $279,629 | 2,167 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $298,835 | 2,197 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $262,340 | 2,199 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $290,301 | 2,351 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $263,520 | 2,313 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $301,414 | 2,293 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $323,702 | 2,293 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $372,088 | 2,278 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $300,630 | 2,258 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $266,372 | 2,217 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $217,275 | 2,278 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $223,542 | 2,205 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $228,663 | 2,197 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||