Position in PSX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$421,746
+$126,632 QoQ
Shares Held
2,315
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $421,746 | 2,315 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $295,114 | 2,287 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $297,203 | 2,185 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $308,032 | 2,582 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||