Position in PSX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$200,398
+$289 QoQ
Shares Held
1,100
-26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,398 | 1,100 | Shares | Sole | 2026-04-13 | |
| 2023-12-31 | $200,109 | 1,503 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||