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O'Keefe Stevens Advisory, Inc. → PSX
O'Keefe Stevens Advisory, Inc. PSX Position History
Phillips 66 • Energy
Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q4 2025 | $3.2M |
| Q1 2026 | $4.6M |
| Q2 2026 | $4.5M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 28.9K | — | — |
| Q2 2026 | $4.5M | 26.6K | — | — |
| Q1 2026 | $4.6M | 25.3K | — | — |
| Q4 2025 | $3.2M | 25.0K | — | — |
| Q3 2025 | $3.4M | 24.7K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B