Cerity Partners LLC
Holdings in PSX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $46,049,988 | 356,866 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $15,781,312 | 116,022 | Shares | Other | 2025-10-22 |
| 2025-06-30 | $8,954,896 | 75,062 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $17,205,826 | 139,341 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $7,813,547 | 68,582 | Shares | Other | 2025-02-13 |
| 2024-09-30 | $8,653,353 | 65,830 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $8,551,372 | 60,575 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $11,972,005 | 73,295 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $6,239,339 | 46,863 | Shares | Other | 2024-01-26 |
| 2023-09-30 | $4,363,006 | 36,313 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $3,796,696 | 39,806 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $4,006,943 | 39,524 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $5,790,907 | 55,639 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $4,304,797 | 53,330 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $4,277,500 | 52,171 | Shares | Sole | 2022-08-10 |
| 2022-03-31 | $2,907,801 | 33,659 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $2,341,037 | 32,308 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $2,220,931 | 31,714 | Shares | Sole | 2021-10-25 |
| 2021-06-30 | $2,567,133 | 29,913 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $2,995,371 | 36,735 | Shares | Sole | 2021-08-11 |
| 2020-12-31 | $1,843,058 | 26,352 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $1,797,863 | 34,681 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $1,399,030 | 19,458 | Shares | Sole | 2020-08-17 |
| 2020-03-31 | $511,552 | 9,535 | Shares | Sole | 2020-05-14 |