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Summit Securities Group’s Phillips 66 PSX Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-11,300
Closed -$1.4M – 1356
2025
Q1 		$1.4M Buy
+11,300
New +$1.39M 0.22% 48
2014
Q4 		– Sell
-37
Closed -$104K – 706
2014
Q3 		$104K Buy
+37
New +$3.08K 0.03% 298

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 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. 2,102 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.
  • 2,102 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.