Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,491,320
-$114,919 QoQ
Shares Held
26,568
+5.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#448
of 2,097 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026O'Keefe Stevens Advisory, Inc. holds $4,491,320 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
26,568 | $4,491,320 |
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,491,320 | 26,568 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,606,239 | 25,284 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,226,903 | 25,007 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,359,149 | 24,696 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,880,379 | 24,144 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,983,153 | 24,159 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,731,016 | 23,971 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,135,213 | 23,851 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,425,207 | 24,263 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,961,158 | 24,251 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,223,053 | 24,208 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,905,227 | 24,180 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,324,792 | 24,374 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $2,483,607 | 24,498 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,564,427 | 24,639 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,963,756 | 24,328 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,997,030 | 24,357 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,114,049 | 24,471 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,783,965 | 24,620 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,795,429 | 25,638 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,400,127 | 27,967 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $2,280,347 | 27,966 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,947,549 | 27,846 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,496,413 | 28,866 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,086,969 | 29,026 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||