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Disclosery

BEESE FULMER INVESTMENT MANAGEMENT, INC.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEESE FULMER INVESTMENT MANAGEMENT, INC. on PSX, newest first. How the timeline and the estimate are built.

BEESE FULMER INVESTMENT MANAGEMENT, INC. held 10,174 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,174 shares
    Change vs previous 13F +211 shares

    0.1% of the 13F portfolio, value $1,719,833.

    13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 9,963 shares
    Change vs previous 13F -112 shares

    0.12% of the 13F portfolio, value $1,815,098.

    13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 10,075 shares
    Change vs previous 13F +3,613 shares

    0.08% of the 13F portfolio, value $1,300,037.

    13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 6,462 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $878,953.

    13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 6,454 shares
    Change vs previous 13F +4,671 shares

    0.06% of the 13F portfolio, value $769,977.

    13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 1,783 shares
    Change vs previous 13F +1,783 shares

    0.02% of the 13F portfolio, value $220,165.

    13F-HR 0000911274-25-000005 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    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 0 shares
    Change vs previous 13F -1,638 shares

    13F-HR 0000911274-25-000001 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,638 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $215,315.

    13F-HR 0000911274-24-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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