Position in PSX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$240,295
+$16,920 QoQ
Shares Held
1,319
-27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,295 | 1,319 | Shares | Sole | 2026-04-13 | |
| 2025-03-31 | $223,375 | 1,809 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||