Position in PSX
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$207,685
-$74,184 QoQ
Shares Held
1,140
-70.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,685 | 1,140 | Shares | Sole | 2026-04-14 | |
| 2021-12-31 | $281,869 | 3,890 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $359,954 | 5,140 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $484,024 | 5,640 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $500,655 | 6,140 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $429,431 | 6,140 | Shares | Sole | 2021-01-19 | |
| 2020-03-31 | $208,698 | 3,890 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||