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MERCER GLOBAL ADVISORS INC /ADV: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on PSX, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 154,232 PSX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 154,232 shares
    Change vs previous 13F +25,486 shares

    0.03% of the 13F portfolio, value $26,072,930.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 128,746 shares
    Change vs previous 13F +17,919 shares

    0.03% of the 13F portfolio, value $23,454,874.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 110,827 shares
    Change vs previous 13F +25,240 shares

    0.02% of the 13F portfolio, value $14,301,171.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 85,587 shares
    Change vs previous 13F +28,552 shares

    0.02% of the 13F portfolio, value $11,641,617.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 57,035 shares
    Change vs previous 13F -2,279 shares

    0.02% of the 13F portfolio, value $6,804,253.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 59,314 shares
    Change vs previous 13F -29,177 shares

    0.02% of the 13F portfolio, value $7,324,122.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 88,491 shares
    Change vs previous 13F -25,863 shares

    0.02% of the 13F portfolio, value $10,081,767.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 114,354 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,205,595.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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