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Disclosery

Keel Point, LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keel Point, LLC on PSX, newest first. How the timeline and the estimate are built.

Keel Point, LLC held 3,845 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,845 shares
    Change vs previous 13F +151 shares

    0.04% of the 13F portfolio, value $650,076.

    13F-HR 0001386935-26-000003 filed by Keel Point, LLC
    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 3,694 shares
    Change vs previous 13F -72 shares

    0.05% of the 13F portfolio, value $672,983.

    13F-HR 0001386935-26-000002 filed by Keel Point, LLC
    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 3,766 shares
    Change vs previous 13F +160 shares

    0.03% of the 13F portfolio, value $485,956.

    13F-HR 0001386935-26-000001 filed by Keel Point, LLC
    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 3,606 shares
    Change vs previous 13F +89 shares

    0.03% of the 13F portfolio, value $490,474.

    13F-HR 0001386935-25-000007 filed by Keel Point, LLC
    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 3,517 shares
    Change vs previous 13F -382 shares

    0.03% of the 13F portfolio, value $419,562.

    13F-HR 0001386935-25-000004 filed by Keel Point, LLC
    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 3,899 shares
    Change vs previous 13F +476 shares

    0.04% of the 13F portfolio, value $481,405.

    13F-HR 0001386935-25-000002 filed by Keel Point, LLC
    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 3,423 shares
    Change vs previous 13F +167 shares

    0.03% of the 13F portfolio, value $389,939.

    13F-HR 0001386935-25-000001 filed by Keel Point, LLC
    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 3,256 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $427,949.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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