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Disclosery

NewEdge Wealth, LLC: PSX position timeline

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

NewEdge Wealth, LLC held 7,376 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,376 shares
    Change vs previous 13F +717 shares

    0.01% of the 13F portfolio, value $1,246,900.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 6,659 shares
    Change vs previous 13F -4,882 shares

    0.01% of the 13F portfolio, value $1,213,214.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 11,541 shares
    Change vs previous 13F +2,697 shares

    0.02% of the 13F portfolio, value $1,489,225.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 8,844 shares
    Change vs previous 13F -1,458 shares

    0.02% of the 13F portfolio, value $1,202,177.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 10,302 shares
    Change vs previous 13F -4,182 shares

    0.02% of the 13F portfolio, value $1,229,006.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 14,484 shares
    Change vs previous 13F -715 shares

    0.03% of the 13F portfolio, value $1,788,545.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 15,199 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $1,731,646.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 15,118 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,987,254.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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