Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$961,387
-$75,945 QoQ
Shares Held
5,687
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#903
of 2,097 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026KEYNOTE FINANCIAL SERVICES LLC holds $4,525,478 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.2% of the industry book) .
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,387 | 5,687 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,037,332 | 5,694 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $747,270 | 5,791 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $792,316 | 5,825 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $694,922 | 5,825 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $723,592 | 5,860 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $667,629 | 5,860 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $776,080 | 5,904 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $833,467 | 5,904 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $964,359 | 5,904 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||