Position in PSX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$66,131
+$19,290 QoQ
Shares Held
363
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,131 | 363 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $46,841 | 363 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $59,576 | 438 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $52,253 | 438 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $41,932 | 319 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $45,033 | 319 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $38,327 | 319 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $30,426 | 319 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $47,772 | 459 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $24,597 | 300 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||