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Summit Financial Group’s Phillips 66 PSX Stock Holding History

Summit Financial Group’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
2018
Q4 		– Sell
-1,806
Closed -$204K – 114
2018
Q3 		$204K Hold
1,806
– – 0.15% 119
2018
Q2 		$203K Buy
+1,806
New +$203K 0.16% 123
2018
Q1 		– Sell
-2,206
Closed -$223K – 128
2017
Q4 		$223K Sell
2,206
-307
-12% -$29.2K 0.18% 113
2017
Q3 		$230K Buy
+2,513
New +$213K 0.19% 109

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial Group's PSX Position: Q4 2018 in Review

Summit Financial Group sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 1,806 shares — an estimated $204K sold.

Summit Financial Group first reported a position in PSX in Q3 2017 and held it in 4 quarters. The position peaked at $230K in Q3 2017. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Summit Financial Group reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Group sold 1,806 Phillips 66 shares in Q4 2018, an estimated $204K.
  • Summit Financial Group first reported a position in Phillips 66 in Q3 2017 and held it in 4 quarters.
  • Summit Financial Group's Phillips 66 position peaked at $230K in Q3 2017.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Summit Financial Group's 13F filing for Q4 2018, filed 4 Jan 2019.