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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
Q2 		$317K Buy
1,878
+1
+0.1% +$172 0.04% 151
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Asset Management's PSX Position: Q2 2026 in Review

Summit Asset Management increased its Phillips 66 (PSX) stake by 0.05% in Q2 2026, buying an estimated $172 and bringing the position to 1,878 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #151.

Summit Asset Management first reported a position in PSX in Q1 2016 and has held it in 29 quarters since. The position peaked at $371K in Q3 2018. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Summit Asset Management held 1,878 shares of Phillips 66 worth $317K as of Q2 2026.
  • Summit Asset Management bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.04% of Summit Asset Management's portfolio in Q2 2026, its #151 holding.
  • Summit Asset Management first reported a position in Phillips 66 in Q1 2016 and has held it in 29 quarters since.
  • Summit Asset Management's Phillips 66 position peaked at $371K in Q3 2018.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.