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Disclosery

FIRST TRUST ADVISORS LP: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on PSX, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 313,477 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,477 shares
    Change vs previous 13F +36,014 shares

    0.03% of the 13F portfolio, value $52,993,314.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 277,463 shares
    Change vs previous 13F +79,349 shares

    0.04% of the 13F portfolio, value $50,548,217.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 198,114 shares
    Change vs previous 13F -4,053 shares

    0.02% of the 13F portfolio, value $25,564,582.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 202,167 shares
    Change vs previous 13F -35,897 shares

    0.02% of the 13F portfolio, value $27,498,726.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 238,064 shares
    Change vs previous 13F -135,227 shares

    0.02% of the 13F portfolio, value $28,401,071.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 373,291 shares
    Change vs previous 13F +12,606 shares

    0.04% of the 13F portfolio, value $46,093,986.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 360,685 shares
    Change vs previous 13F +88,511 shares

    0.04% of the 13F portfolio, value $41,092,806.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 272,174 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $35,777,272.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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