Position in PSX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$3,901,020
+$1,153,888 QoQ
Shares Held
21,413
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,901,020 | 21,413 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,747,132 | 21,289 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,823,503 | 20,758 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,430,021 | 20,369 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,397,487 | 19,416 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,052,676 | 18,017 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,979,242 | 15,057 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,028,189 | 14,367 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,298,030 | 14,069 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,857,968 | 13,955 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,676,693 | 13,955 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,451,778 | 15,221 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,457,743 | 14,379 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,313,593 | 12,621 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $707,510 | 8,765 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||