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Summit Asset Management’s Phillips 66 PSX Stock Holding History

Summit Asset Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$342K Sell
1,877
-23
-1% -$3.6K 0.05% 136
2025
Q4 		$245K Buy
1,900
+24
+1% +$3.23K 0.03% 157
2025
Q3 		$255K Buy
1,876
+1
+0.1% +$128 0.04% 150
2025
Q2 		$224K Buy
1,875
+1
+0.1% +$112 0.04% 159
2025
Q1 		$231K Buy
1,874
+1
+0.1% +$123 0.04% 148
2024
Q4 		$213K Hold
1,873
– – 0.04% 154
2024
Q3 		$246K Buy
1,873
+1
+0.1% +$135 0.05% 146
2024
Q2 		$264K Buy
1,872
+1
+0.1% +$148 0.05% 134
2024
Q1 		$306K Buy
1,871
+91
+5% +$13.1K 0.07% 124
2023
Q4 		$237K Buy
1,780
+1
+0.1% +$120 0.06% 140
2023
Q3 		$214K Buy
+1,779
New +$200K 0.06% 143
2020
Q3 		– Sell
-3,367
Closed -$242K – 128
2020
Q2 		$242K Buy
+3,367
New +$238K 0.11% 104
2020
Q1 		– Sell
-3,295
Closed -$367K – 121
2019
Q4 		$367K Hold
3,295
– – 0.16% 76
2019
Q3 		$337K Buy
3,295
+1
+0% +$100 0.16% 74
2019
Q2 		$308K Buy
3,294
+1
+0% +$90 0.15% 77
2019
Q1 		$313K Hold
3,293
– – 0.15% 76
2018
Q4 		$284K Buy
3,293
+1
+0% +$98 0.16% 76
2018
Q3 		$371K Hold
3,292
– – 0.17% 69
2018
Q2 		$370K Buy
3,292
+1
+0% +$112 0.18% 67
2018
Q1 		$316K Hold
3,291
– – 0.15% 79
2017
Q4 		$333K Buy
3,291
+1
+0% +$95 0.16% 79
2017
Q3 		$301K Hold
3,290
– – 0.15% 81
2017
Q2 		$272K Buy
3,290
+1
+0% +$79 0.14% 83
2017
Q1 		$261K Sell
3,289
-782
-19% -$63K 0.15% 82
2016
Q4 		$352K Buy
4,071
+1
+0% +$83 0.22% 65
2016
Q3 		$328K Buy
4,070
+425
+12% +$33K 0.2% 72
2016
Q2 		$289K Buy
3,645
+525
+17% +$42.9K 0.18% 76
2016
Q1 		$270K Buy
+3,120
New +$254K 0.18% 75

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Asset Management's PSX Position: Q1 2026 in Review

Summit Asset Management reduced its Phillips 66 (PSX) stake by 1.2% in Q1 2026, selling an estimated $3.6K and leaving 1,877 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #136.

Summit Asset Management first reported a position in PSX in Q1 2016 and has held it in 28 quarters since. The position peaked at $371K in Q3 2018. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Summit Asset Management held 1,877 shares of Phillips 66 worth $342K as of Q1 2026.
  • Summit Asset Management sold 23 Phillips 66 shares in Q1 2026, an estimated $3.6K.
  • Phillips 66 made up 0.05% of Summit Asset Management's portfolio in Q1 2026, its #136 holding.
  • Summit Asset Management first reported a position in Phillips 66 in Q1 2016 and has held it in 28 quarters since.
  • Summit Asset Management's Phillips 66 position peaked at $371K in Q3 2018.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.