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Beacon Pointe Advisors, LLC: PSX position timeline

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

Beacon Pointe Advisors, LLC held 47,011 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,011 shares
    Change vs previous 13F +1,495 shares

    0.04% of the 13F portfolio, value $7,947,186.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 45,516 shares
    Change vs previous 13F +6,218 shares

    0.04% of the 13F portfolio, value $8,292,166.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 39,298 shares
    Change vs previous 13F +11,881 shares

    0.04% of the 13F portfolio, value $5,071,008.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 27,417 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $3,729,296.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 27,407 shares
    Change vs previous 13F -1,168 shares

    0.03% of the 13F portfolio, value $3,269,599.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 28,575 shares
    Change vs previous 13F -18,626 shares

    0.04% of the 13F portfolio, value $3,528,395.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 47,201 shares
    Change vs previous 13F -796 shares

    0.06% of the 13F portfolio, value $5,377,589.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 47,997 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,309,175.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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