Position in PSX
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$56,657
+$16,526 QoQ
Shares Held
311
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,657 | 311 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $40,131 | 311 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $42,302 | 311 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $32,807 | 275 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $33,957 | 275 | Shares | Sole | 2025-04-02 | |
| No filing history on record for this holder in this stock. | ||||||