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Disclosery

Baird Financial Group, Inc.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baird Financial Group, Inc. on PSX, newest first. How the timeline and the estimate are built.

Baird Financial Group, Inc. held 117,597 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,597 shares
    Change vs previous 13F -5,197 shares

    0.03% of the 13F portfolio, value $19,879,772.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, 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 122,794 shares
    Change vs previous 13F -89,721 shares

    0.03% of the 13F portfolio, value $22,370,610.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, 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 212,515 shares
    Change vs previous 13F -2,031 shares

    0.04% of the 13F portfolio, value $27,423,056.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, 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 214,546 shares
    Change vs previous 13F -21,621 shares

    0.05% of the 13F portfolio, value $29,182,643.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, 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 236,167 shares
    Change vs previous 13F +1,128 shares

    0.05% of the 13F portfolio, value $28,174,723.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, 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 235,039 shares
    Change vs previous 13F +11,399 shares

    0.06% of the 13F portfolio, value $29,022,621.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, 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 223,640 shares
    Change vs previous 13F -23,842 shares

    0.05% of the 13F portfolio, value $25,479,331.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, Inc.
    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 247,482 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $32,531,509.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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