Position in PSX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$211,875
-$52,568 QoQ
Shares Held
1,163
-69.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,875 | 1,163 | Shares | Sole | 2026-04-29 | |
| 2020-12-31 | $264,443 | 3,781 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $206,375 | 3,981 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $294,286 | 4,093 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||