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Disclosery

Baker Ellis Asset Management LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Ellis Asset Management LLC on PSX, newest first. How the timeline and the estimate are built.

Baker Ellis Asset Management LLC held 5,635 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,635 shares
    Change vs previous 13F -20 shares

    0.1% of the 13F portfolio, value $952,540.

    13F-HR 0001941040-26-000444 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,655 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $1,030,139.

    13F-HR 0001941040-26-000226 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,654 shares
    Change vs previous 13F -940 shares

    0.09% of the 13F portfolio, value $729,637.

    13F-HR 0001941040-26-000040 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,594 shares
    Change vs previous 13F -490 shares

    0.11% of the 13F portfolio, value $896,940.

    13F-HR 0001941040-25-000563 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,084 shares
    Change vs previous 13F -259 shares

    0.12% of the 13F portfolio, value $845,120.

    13F-HR 0001941040-25-000336 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,343 shares
    Change vs previous 13F -100 shares

    0.13% of the 13F portfolio, value $906,713.

    13F-HR 0001941040-25-000205 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,443 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $847,982.

    13F-HR 0001941040-25-000022 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,443 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $978,383.

    13F-HR 0001941040-24-000433 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).