Position in PSX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$695,198
+$136,842 QoQ
Shares Held
3,816
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $695,198 | 3,816 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $558,356 | 4,327 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $605,016 | 4,448 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $544,008 | 4,560 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $477,003 | 3,863 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $489,899 | 4,300 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $509,894 | 3,879 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $528,681 | 3,745 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $668,550 | 4,093 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $609,781 | 4,580 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||