Position in PSX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$64,673
+$19,122 QoQ
Shares Held
355
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,673 | 355 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $45,551 | 353 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $47,607 | 350 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $41,397 | 347 | Shares | Sole | 2025-07-22 | |
| 2023-12-31 | $43,803 | 329 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,168 | 326 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||