Position in PSX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$200,398
-$22,227 QoQ
Shares Held
1,100
-30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
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 | $200,398 | 1,100 | Shares | Sole | 2026-05-01 | |
| 2024-06-30 | $222,625 | 1,577 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $323,903 | 1,983 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $281,591 | 2,115 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $215,549 | 1,794 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||