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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Securities Group's PSX Position: Q1 2026 in Review

Summit Securities Group reduced its Phillips 66 (PSX) stake by 93% in Q1 2026, selling an estimated $146K and leaving 66 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Summit Securities Group first reported a position in PSX in Q2 2013 and has held it in 27 quarters since. The position peaked at $816K in Q1 2022. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Summit Securities Group held 66 shares of Phillips 66 worth $12K as of Q1 2026.
  • Summit Securities Group sold 932 Phillips 66 shares in Q1 2026, an estimated $146K.
  • Phillips 66 made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #632 holding.
  • Summit Securities Group first reported a position in Phillips 66 in Q2 2013 and has held it in 27 quarters since.
  • Summit Securities Group's Phillips 66 position peaked at $816K in Q1 2022.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.