Position in PSX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$40,079
-$24,554 QoQ
Shares Held
220
-64.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,079 | 220 | Shares | Sole | 2026-05-11 | |
| 2022-12-31 | $64,633 | 621 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $92,666 | 1,148 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $94,124 | 1,148 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $99,175 | 1,148 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $81,879 | 1,130 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $79,133 | 1,130 | Shares | Sole | 2021-10-28 | |
| 2021-03-31 | $92,140 | 1,130 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $96,657 | 1,382 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||