Position in PSX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$202,766
-$25,086 QoQ
Shares Held
1,113
-58.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
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 | $202,766 | 1,113 | Shares | Sole | 2026-04-29 | |
| 2021-06-30 | $227,852 | 2,655 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $224,642 | 2,755 | Shares | Sole | 2021-04-26 | |
| 2020-09-30 | $215,758 | 4,162 | Shares | Sole | 2020-11-23 | |
| 2020-06-30 | $583,324 | 8,113 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $540,792 | 10,080 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||