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OPPENHEIMER ASSET MANAGEMENT INC.: PSX position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 128,151 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,151 shares
    Change vs previous 13F -10,048 shares

    0.11% of the 13F portfolio, value $21,663,927.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 31,636 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 96,515 shares

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

  2. period ended2026-03-31
    13F 138,199 shares
    Change vs previous 13F -701 shares

    0.15% of the 13F portfolio, value $25,177,094.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 41,684 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 96,515 shares

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

  3. period ended2025-12-31
    13F 138,900 shares
    Change vs previous 13F -15,430 shares

    0.12% of the 13F portfolio, value $17,923,656.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 44,081 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 94,819 shares

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

  4. period ended2025-09-30
    13F 154,330 shares
    Change vs previous 13F +24,168 shares

    0.12% of the 13F portfolio, value $20,991,966.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 56,858 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 97,472 shares

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

  5. period ended2025-06-30
    13F 130,162 shares
    Change vs previous 13F -1,159 shares

    0.1% of the 13F portfolio, value $15,528,327.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 36,116 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 94,046 shares

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

  6. period ended2025-03-31
    13F 131,321 shares
    Change vs previous 13F -9,843 shares

    0.11% of the 13F portfolio, value $16,215,517.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 35,676 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 95,645 shares

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

  7. period ended2024-12-31
    13F 141,164 shares
    Change vs previous 13F +4,309 shares

    0.11% of the 13F portfolio, value $16,082,815.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 46,953 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 94,211 shares

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

  8. period ended2024-09-30
    13F 136,855 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $17,989,589.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 42,438 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 94,417 shares

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