Position in PSX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,534,319
+$597,876 QoQ
Shares Held
8,422
+16.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,534,319 | 8,422 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $936,443 | 7,257 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $678,195 | 4,986 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,628,059 | 22,029 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,881,464 | 15,237 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $892,299 | 7,832 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $597,149 | 4,230 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,883,963 | 11,534 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,487,188 | 18,681 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||