Summit Securities Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $63.1K | Buy |
373
+307
| +465% | +$52.8K | 0.01% | 540 |
|
|
2026
Q1 | $12K | Sell |
66
-932
| -93% | -$146K | ﹤0.01% | 632 |
|
|
2025
Q4 | $129K | Buy |
998
+301
| +43% | +$40.5K | 0.02% | 422 |
|
|
2025
Q3 | $94.8K | Sell |
697
-1,177
| -63% | -$151K | 0.02% | 405 |
|
|
2025
Q2 | $224K | Buy |
+1,874
| New | +$210K | 0.04% | 251 |
|
|
2025
Q1 | – | Sell |
-100
| Closed | -$12.3K | – | 1042 |
|
|
2024
Q4 | $11.4K | Buy |
+100
| New | +$12.7K | ﹤0.01% | 431 |
|
|
2024
Q1 | – | Sell |
-3,600
| Closed | -$479K | – | 805 |
|
|
2023
Q4 | $479K | Buy |
3,600
+2,700
| +300% | +$323K | 0.04% | 192 |
|
|
2023
Q3 | $108K | Buy |
900
+300
| +50% | +$33.7K | 0.01% | 214 |
|
|
2023
Q2 | $57K | Sell |
600
-315
| -34% | -$30.6K | 0.01% | 387 |
|
|
2023
Q1 | $93K | Sell |
915
-62
| -6% | -$6.3K | 0.01% | 310 |
|
|
2022
Q4 | $102K | Sell |
977
-1,023
| -51% | -$105K | ﹤0.01% | 591 |
|
|
2022
Q3 | $161K | Buy |
2,000
+296
| +17% | +$25.2K | 0.01% | 453 |
|
|
2022
Q2 | $140K | Sell |
1,704
-7,738
| -82% | -$716K | 0.02% | 356 |
|
|
2022
Q1 | $816K | Buy |
9,442
+3,696
| +64% | +$311K | 0.09% | 162 |
|
|
2021
Q4 | $416K | Buy |
5,746
+2,446
| +74% | +$185K | 0.02% | 413 |
|
|
2021
Q3 | $231K | Sell |
3,300
-1,372
| -29% | -$99.3K | 0.02% | 605 |
|
|
2021
Q2 | $401K | Sell |
4,672
-128
| -3% | -$10.8K | 0.03% | 442 |
|
|
2021
Q1 | $391K | Buy |
+4,800
| New | +$377K | 0.04% | 388 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$323K | – | 434 |
|
|
2019
Q4 | $323K | Buy |
+2,900
| New | +$326K | 0.02% | 341 |
|
|
2016
Q1 | – | Sell |
-4,621
| Closed | -$378K | – | 293 |
|
|
2015
Q4 | $378K | Buy |
+4,621
| New | +$399K | 0.12% | 122 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$16K | – | 486 |
|
|
2015
Q2 | $16K | Buy |
+200
| New | +$15.9K | 0.01% | 334 |
|
|
2015
Q1 | – | Sell |
-2,200
| Closed | -$158K | – | 587 |
|
|
2014
Q4 | $158K | Buy |
2,200
+700
| +47% | +$51.6K | 0.05% | 221 |
|
|
2014
Q3 | $122K | Buy |
1,500
+1,000
| +200% | +$83.2K | 0.04% | 274 |
|
|
2014
Q2 | $40K | Sell |
500
-900
| -64% | -$74.1K | 0.01% | 316 |
|
|
2014
Q1 | $108K | Sell |
1,400
-2,650
| -65% | -$202K | 0.06% | 133 |
|
|
2013
Q4 | $312K | Buy |
4,050
+3,050
| +305% | +$203K | 0.05% | 142 |
|
|
2013
Q3 | $58K | Sell |
1,000
-1,000
| -50% | -$58K | 0.02% | 179 |
|
|
2013
Q2 | $118K | Buy |
+2,000
| New | +$126K | 0.06% | 122 |
|
Other funds holding PSX
EIM
Summit Securities Group's PSX Position: Q2 2026 in Review
Summit Securities Group increased its Phillips 66 (PSX) stake by 465% in Q2 2026, buying an estimated $52.8K and bringing the position to 373 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #540.
Summit Securities Group first reported a position in PSX in Q2 2013 and has held it in 28 quarters since. The position peaked at $816K in Q1 2022. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Summit Securities Group held 373 shares of Phillips 66 worth $63.1K as of Q2 2026.
- Summit Securities Group bought 307 Phillips 66 shares in Q2 2026, an estimated $52.8K.
- Phillips 66 made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #540 holding.
- Summit Securities Group first reported a position in Phillips 66 in Q2 2013 and has held it in 28 quarters since.
- Summit Securities Group's Phillips 66 position peaked at $816K in Q1 2022.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.