Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$111,494
+$32,522 QoQ
Shares Held
612
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,494 | 612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,972 | 612 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $83,244 | 612 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $73,011 | 612 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $75,569 | 612 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $69,725 | 612 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $80,447 | 612 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $86,396 | 612 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $99,964 | 612 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $81,481 | 612 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $313,831 | 2,612 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $249,132 | 2,612 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $282,546 | 2,787 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $290,070 | 2,787 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||