Position in PSX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,148,434
+$2,178,828 QoQ
Shares Held
17,282
+130.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,148,434 | 17,282 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $969,606 | 7,514 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $756,815 | 5,564 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,413,916 | 20,234 | Shares | Sole | 2025-08-05 | |
| 2024-09-30 | $279,199 | 2,124 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $746,443 | 7,826 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $98,439 | 971 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $368,955 | 4,500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $478,168 | 5,535 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $488,090 | 6,736 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $226,617 | 3,236 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||