Position in PSX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$779,001
+$227,226 QoQ
Shares Held
4,276
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $779,001 | 4,276 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $551,775 | 4,276 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $568,019 | 4,176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $502,968 | 4,216 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $539,113 | 4,366 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $406,844 | 3,571 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $452,976 | 3,446 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $486,471 | 3,446 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $562,869 | 3,446 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $458,800 | 3,446 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $417,641 | 3,476 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $331,540 | 3,476 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,814,499 | 17,898 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||