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Summit Financial’s Phillips 66 PSX Stock Holding History

Summit Financial’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 		$2.63M Buy
15,563
+906
+6% +$156K 0.03% 552
2026
Q1 		$2.67M Sell
14,657
-3,248
-18% -$509K 0.03% 495
2025
Q4 		$2.31M Sell
17,905
-538
-3% -$72.4K 0.03% 456
2025
Q3 		$2.51M Sell
18,443
-132
-0.7% -$16.9K 0.04% 423
2025
Q2 		$2.22M Sell
18,575
-886
-5% -$99.3K 0.05% 278
2025
Q1 		$2.4M Sell
19,461
-280
-1% -$34.5K 0.07% 232
2024
Q4 		$2.25M Sell
19,741
-122
-0.6% -$15.5K 0.08% 196
2024
Q3 		$2.61M Sell
19,863
-5,401
-21% -$729K 0.1% 156
2024
Q2 		$3.57M Buy
25,264
+4,720
+23% +$699K 0.16% 100
2024
Q1 		$3.36M Buy
20,544
+5,315
+35% +$766K 0.2% 67
2023
Q4 		$2.03M Sell
15,229
-171
-1% -$20.4K 0.13% 105
2023
Q3 		$1.85M Sell
15,400
-165
-1% -$18.5K 0.14% 99
2023
Q2 		$1.48M Buy
15,565
+2,985
+24% +$290K 0.11% 111
2023
Q1 		$1.28M Buy
12,580
+256
+2% +$26K 0.11% 95
2022
Q4 		$1.28M Buy
12,324
+206
+2% +$21.1K 0.12% 90
2022
Q3 		$978K Buy
12,118
+2,449
+25% +$209K 0.09% 107
2022
Q2 		$793K Sell
9,669
-41
-0.4% -$3.79K 0.07% 121
2022
Q1 		$839K Buy
9,710
+992
+11% +$83.5K 0.07% 135
2021
Q4 		$632K Buy
8,718
+2,520
+41% +$190K 0.05% 148
2021
Q3 		$434K Buy
6,198
+2,896
+88% +$210K 0.04% 153
2021
Q2 		$283K Buy
+3,302
New +$279K 0.03% 135

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's PSX Position: Q2 2026 in Review

Summit Financial increased its Phillips 66 (PSX) stake by 6.2% in Q2 2026, buying an estimated $156K and bringing the position to 15,563 shares worth $2.63M. The position accounts for 0.03% of the portfolio, ranked #552.

Summit Financial first reported a position in PSX in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.57M in Q2 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Summit Financial held 15,563 shares of Phillips 66 worth $2.63M as of Q2 2026.
  • Summit Financial bought 906 Phillips 66 shares in Q2 2026, an estimated $156K.
  • Phillips 66 made up 0.03% of Summit Financial's portfolio in Q2 2026, its #552 holding.
  • Summit Financial first reported a position in Phillips 66 in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Phillips 66 position peaked at $3.57M in Q2 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.