Position in PSX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,351,032
+$639,059 QoQ
Shares Held
12,905
-2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,351,032 | 12,905 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,711,973 | 13,267 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,830,285 | 13,456 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,561,279 | 13,087 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,471,017 | 11,913 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,357,134 | 11,912 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $671,709 | 5,110 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||