Position in PSX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$288,573
+$84,174 QoQ
Shares Held
1,584
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,573 | 1,584 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $204,399 | 1,584 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $287,954 | 2,117 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $252,558 | 2,117 | Shares | Sole | 2025-07-16 | |
| 2024-06-30 | $3,656,303 | 25,900 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,094,247 | 31,188 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||