Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,090,893
+$390,593 QoQ
Shares Held
5,988
+10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,090,893 | 5,988 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $700,300 | 5,427 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $596,719 | 4,387 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $436,518 | 3,659 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $229,055 | 1,855 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $207,010 | 1,817 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $210,977 | 1,605 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $270,001 | 1,653 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $269,376 | 2,242 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $209,263 | 2,194 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $264,571 | 2,542 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $203,091 | 2,516 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $132,003 | 1,610 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $77,491 | 897 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $51,374 | 709 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $49,581 | 708 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $60,846 | 709 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $60,991 | 748 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $49,517 | 708 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $36,702 | 708 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $46,806 | 651 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $46,246 | 862 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||