Position in PSX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$427,576
-$578 QoQ
Shares Held
2,347
-29.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,576 | 2,347 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $428,154 | 3,318 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $217,087 | 1,596 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $349,787 | 2,932 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $690,870 | 5,595 | Shares | Defined | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||