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NewEdge Advisors, LLC: PSX position timeline

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

NewEdge Advisors, LLC held 823,275 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 823,275 shares
    Change vs previous 13F -1,089 shares

    0.41% of the 13F portfolio, value $139,174,748.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    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/A 824,364 shares
    Change vs previous 13F -172,591 shares

    0.54% of the 13F portfolio, value $150,182,667.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    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 996,955 shares
    Change vs previous 13F +877,131 shares

    0.47% of the 13F portfolio, value $128,646,961.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    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 119,824 shares
    Change vs previous 13F +3,703 shares

    0.07% of the 13F portfolio, value $16,298,476.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    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 116,121 shares
    Change vs previous 13F +34,596 shares

    0.07% of the 13F portfolio, value $13,853,292.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    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 81,525 shares
    Change vs previous 13F +2,661 shares

    0.06% of the 13F portfolio, value $10,066,760.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    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 78,864 shares
    Change vs previous 13F -5,333 shares

    0.05% of the 13F portfolio, value $8,984,942.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    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 84,197 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,067,736.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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