Position in PSX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$247,400
-$1,090,099 QoQ
Shares Held
1,358
-86.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
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 | $247,400 | 1,358 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,337,499 | 10,365 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,797,368 | 13,214 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $865,841 | 7,012 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $280,908 | 2,137 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $826,151 | 6,876 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||