Position in PSX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$194,386
+$278 QoQ
Shares Held
1,067
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
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 | $194,386 | 1,067 | Shares | Sole | 2026-05-13 | |
| 2024-06-30 | $194,108 | 1,375 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $266,244 | 1,630 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $217,018 | 1,630 | Shares | Sole | 2024-02-14 | |
| 2020-06-30 | $255,316 | 3,551 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $192,710 | 3,592 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||