Position in PSX
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,055,340
+$841,788 QoQ
Shares Held
16,771
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,055,340 | 16,771 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,213,552 | 17,154 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,514,737 | 18,488 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,213,850 | 18,557 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,343,897 | 18,982 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,152,707 | 18,895 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $2,702,134 | 19,141 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,357,290 | 20,554 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,775,969 | 20,850 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,508,611 | 20,879 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,991,439 | 20,879 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||