Position in PSX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$364,360
-$151,800 QoQ
Shares Held
2,000
-50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,360 | 2,000 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $516,160 | 4,000 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $544,080 | 4,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $477,200 | 4,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $493,920 | 4,000 | Shares | Sole | 2025-08-21 | |
| 2024-12-31 | $683,580 | 6,000 | Shares | Sole | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||