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Cetera Investment Advisers: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on PSX, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 254,943 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 254,943 shares
    Change vs previous 13F -3,251 shares

    0.04% of the 13F portfolio, value $43,098,125.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 258,194 shares
    Change vs previous 13F +20,322 shares

    0.05% of the 13F portfolio, value $47,038,000.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 237,872 shares
    Change vs previous 13F +8,202 shares

    0.03% of the 13F portfolio, value $30,694,862.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 229,670 shares
    Change vs previous 13F +88,043 shares

    0.04% of the 13F portfolio, value $31,239,764.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 141,627 shares
    Change vs previous 13F +3,210 shares

    0.03% of the 13F portfolio, value $16,896,124.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 138,417 shares
    Change vs previous 13F +11,771 shares

    0.03% of the 13F portfolio, value $17,091,747.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 126,646 shares
    Change vs previous 13F -4,239 shares

    0.03% of the 13F portfolio, value $14,428,754.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 130,885 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,204,883.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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