Position in PSX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$209,689
-$902,589 QoQ
Shares Held
1,151
-85.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
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 | $209,689 | 1,151 | Shares | Sole | 2026-04-13 | |
| 2024-06-30 | $1,112,278 | 7,879 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,068,080 | 6,539 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $974,984 | 7,323 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $223,029 | 2,763 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $226,456 | 2,762 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||