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CAPITAL ADVISORS INC/OK: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL ADVISORS INC/OK on PSX, newest first. How the timeline and the estimate are built.

CAPITAL ADVISORS INC/OK held 16,130 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,130 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $2,726,779.

    13F-HR 0000860828-26-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,062 shares
    Change vs previous 13F +361 shares

    0.05% of the 13F portfolio, value $2,926,178.

    13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,701 shares
    Change vs previous 13F +995 shares

    0.03% of the 13F portfolio, value $2,026,059.

    13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,706 shares
    Change vs previous 13F +66 shares

    0.03% of the 13F portfolio, value $2,000,312.

    13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,640 shares
    Change vs previous 13F -67 shares

    0.03% of the 13F portfolio, value $1,746,581.

    13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,707 shares
    Change vs previous 13F -171 shares

    0.04% of the 13F portfolio, value $1,816,055.

    13F-HR 0000860828-25-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,878 shares
    Change vs previous 13F +645 shares

    0.03% of the 13F portfolio, value $1,695,052.

    13F-HR 0000860828-25-000003 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,233 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,870,954.

    13F-HR 0000860828-24-000004 filed by CAPITAL ADVISORS INC/OK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).