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Summit Financial Wealth Advisors’s Phillips 66 PSX Stock Holding History

Summit Financial Wealth Advisors’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 		$231K Sell
1,367
-831
-38% -$143K 0.03% 199
2026
Q1 		$400K Buy
2,198
+17
+0.8% +$2.66K 0.06% 130
2025
Q4 		$281K Buy
2,181
+144
+7% +$19.4K 0.04% 154
2025
Q3 		$274K Buy
2,037
+146
+8% +$18.7K 0.04% 147
2025
Q2 		$226K Buy
+1,891
New +$212K 0.04% 156
2024
Q2 		– Sell
-1,312
Closed -$214K – 143
2024
Q1 		$214K Buy
+1,312
New +$189K 0.04% 127

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 Financial Wealth Advisors's PSX Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Phillips 66 (PSX) stake by 38% in Q2 2026, selling an estimated $143K and leaving 1,367 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #199.

Summit Financial Wealth Advisors first reported a position in PSX in Q1 2024 and has held it in 6 quarters since. The position peaked at $400K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Summit Financial Wealth Advisors held 1,367 shares of Phillips 66 worth $231K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 831 Phillips 66 shares in Q2 2026, an estimated $143K.
  • Phillips 66 made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • Summit Financial Wealth Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 6 quarters since.
  • Summit Financial Wealth Advisors's Phillips 66 position peaked at $400K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.