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O'Keefe Stevens Advisory, Inc.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Keefe Stevens Advisory, Inc. on PSX, newest first. How the timeline and the estimate are built.

O'Keefe Stevens Advisory, Inc. held 28,851 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,851 shares
    Change vs previous 13F +2,283 shares

    1.51% of the 13F portfolio, value $7,365,907.

    13F-HR 0001780565-26-000004 filed by O'Keefe Stevens Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,568 shares
    Change vs previous 13F +1,284 shares

    0.92% of the 13F portfolio, value $4,491,336.

    13F-HR 0001780565-26-000003 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,284 shares
    Change vs previous 13F +277 shares

    1.14% of the 13F portfolio, value $4,606,252.

    13F-HR 0001780565-26-000002 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,007 shares
    Change vs previous 13F +311 shares

    0.84% of the 13F portfolio, value $3,226,895.

    13F-HR 0001780565-26-000001 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,696 shares
    Change vs previous 13F +552 shares

    0.91% of the 13F portfolio, value $3,359,111.

    13F-HR 0001780565-25-000006 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,144 shares
    Change vs previous 13F -15 shares

    0.81% of the 13F portfolio, value $2,880,431.

    13F-HR 0001780565-25-000004 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,159 shares
    Change vs previous 13F +188 shares

    0.98% of the 13F portfolio, value $2,983,148.

    13F-HR 0001780565-25-000002 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,971 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,730,972.

    13F-HR 0001780565-25-000001 filed by O'Keefe Stevens Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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