Position in PSX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$136,452
+$39,802 QoQ
Shares Held
749
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,452 | 749 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $96,650 | 749 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $101,878 | 749 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $89,355 | 749 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $108,662 | 880 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $85,333 | 749 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $111,075 | 845 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $119,288 | 845 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $138,022 | 845 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $112,503 | 845 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $89,992 | 749 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $71,439 | 749 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $75,933 | 749 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $77,955 | 749 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $60,459 | 749 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $61,410 | 749 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $68,507 | 793 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $57,460 | 793 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||