Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,719,914
-$95,145 QoQ
Shares Held
10,174
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#693
of 2,093 holders
Holding Since
Jun 2020
12 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $3,720,993 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (46.2% of the industry book) .
All Filings in PSX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,719,914 | 10,174 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,815,059 | 9,963 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,300,078 | 10,075 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $878,961 | 6,462 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $769,962 | 6,454 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $220,164 | 1,783 | Shares | Sole | 2025-04-08 | |
| 2024-09-30 | $215,315 | 1,638 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $231,236 | 1,638 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $267,550 | 1,638 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $222,077 | 1,668 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $200,410 | 1,668 | Shares | Sole | 2023-10-10 | |
| 2020-06-30 | $228,857 | 3,183 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||