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Summit Global Investments’s Phillips 66 PSX Stock Holding History

Summit Global Investments’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 		– Sell
-2,918
Closed -$376K – 522
2025
Q4 		$376K Sell
2,918
-83
-3% -$11.2K 0.02% 384
2025
Q3 		$408K Buy
3,001
+112
+4% +$14.3K 0.02% 345
2025
Q2 		$345K Buy
2,889
+134
+5% +$15K 0.02% 371
2025
Q1 		$340K Sell
2,755
-32
-1% -$3.94K 0.02% 352
2024
Q4 		$318K Sell
2,787
-34
-1% -$4.33K 0.02% 438
2024
Q3 		$371K Buy
+2,821
New +$381K 0.02% 402
2024
Q2 		– Sell
-2,426
Closed -$396K – 562
2024
Q1 		$396K Sell
2,426
-4,484
-65% -$646K 0.03% 369
2023
Q4 		$920K Buy
+6,910
New +$826K 0.06% 252
2020
Q1 		– Sell
-15,637
Closed -$1.74M – 281
2019
Q4 		$1.74M Buy
15,637
+481
+3% +$54K 0.19% 87
2019
Q3 		$1.55M Buy
+15,156
New +$1.52M 0.18% 89
2019
Q2 		– Sell
-115,812
Closed -$11M – 303
2019
Q1 		$11M Sell
115,812
-16,018
-12% -$1.52M 1.41% 18
2018
Q4 		$11.4M Sell
131,830
-1,266
-1% -$124K 1.76% 13
2018
Q3 		$15M Buy
133,096
+7,188
+6% +$831K 2.01% 7
2018
Q2 		$14.1M Buy
125,908
+98,259
+355% +$11M 2.13% 7
2018
Q1 		$2.65M Buy
+27,649
New +$2.69M 0.42% 58

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Summit Global Investments's PSX Position: Q1 2026 in Review

Summit Global Investments sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 2,918 shares — an estimated $376K sold.

Summit Global Investments first reported a position in PSX in Q1 2018 and held it in 15 quarters. The position peaked at $15M in Q3 2018. 2,133 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Summit Global Investments reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 2,918 Phillips 66 shares in Q1 2026, an estimated $376K.
  • Summit Global Investments first reported a position in Phillips 66 in Q1 2018 and held it in 15 quarters.
  • Summit Global Investments's Phillips 66 position peaked at $15M in Q3 2018.
  • 2,133 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.