Position in PSX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$619,047
+$209,216 QoQ
Shares Held
3,398
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $619,047 | 3,398 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $409,831 | 3,176 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||