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Disclosery

Cerity Partners LLC: PSX position timeline

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

Cerity Partners LLC held 224,298 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,298 shares
    Change vs previous 13F +20,185 shares

    0.05% of the 13F portfolio, value $37,917,229.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 204,113 shares
    Change vs previous 13F -152,753 shares

    0.05% of the 13F portfolio, value $37,185,018.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 356,866 shares
    Change vs previous 13F +240,844 shares

    0.07% of the 13F portfolio, value $46,050,592.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 116,022 shares
    Change vs previous 13F +40,960 shares

    0.03% of the 13F portfolio, value $15,781,339.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 75,062 shares
    Change vs previous 13F -64,279 shares

    0.02% of the 13F portfolio, value $8,955,087.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 139,341 shares
    Change vs previous 13F +70,759 shares

    0.04% of the 13F portfolio, value $17,205,776.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 68,582 shares
    Change vs previous 13F +2,752 shares

    0.02% of the 13F portfolio, value $8,075,062.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 65,830 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,653,478.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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