Position in PSX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$439,053
+$5,350 QoQ
Shares Held
2,410
-28.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,053 | 2,410 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $433,703 | 3,361 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $323,999 | 2,382 | Shares | Sole | 2025-10-22 | |
| 2024-09-30 | $6,309 | 48 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||