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Summit Trail Advisors’s Phillips 66 PSX Stock Holding History

Summit Trail Advisors’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 		$4.62M Buy
25,364
+4,192
+20% +$657K 0.07% 182
2025
Q4 		$2.73M Buy
21,172
+192
+0.9% +$25.8K 0.05% 265
2025
Q3 		$2.85M Buy
20,980
+1,615
+8% +$207K 0.04% 268
2025
Q2 		$2.31M Buy
+19,365
New +$2.17M 0.04% 235
2024
Q4 		– Sell
-9,604
Closed -$1.26M – 674
2024
Q3 		$1.26M Buy
9,604
+1,464
+18% +$198K 0.03% 227
2024
Q2 		$1.15M Buy
8,140
+3,886
+91% +$575K 0.03% 222
2024
Q1 		$695K Buy
4,254
+1,389
+48% +$200K 0.02% 274
2023
Q4 		$381K Buy
2,865
+313
+12% +$37.4K 0.01% 333
2023
Q3 		$307K Buy
2,552
+218
+9% +$24.5K 0.01% 370
2023
Q2 		$223K Buy
+2,334
New +$227K 0.01% 454
2018
Q2 		– Sell
-1,848
Closed -$201K – 630
2018
Q1 		$201K Buy
1,848
+95
+5% +$9.25K 0.03% 374
2017
Q4 		$182K Buy
+1,753
New +$167K 0.02% 452

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 Trail Advisors's PSX Position: Q1 2026 in Review

Summit Trail Advisors increased its Phillips 66 (PSX) stake by 20% in Q1 2026, buying an estimated $657K and bringing the position to 25,364 shares worth $4.62M. The position accounts for 0.07% of the portfolio, ranked #182.

Summit Trail Advisors first reported a position in PSX in Q4 2017 and has held it in 12 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Summit Trail Advisors held 25,364 shares of Phillips 66 worth $4.62M as of Q1 2026.
  • Summit Trail Advisors bought 4,192 Phillips 66 shares in Q1 2026, an estimated $657K.
  • Phillips 66 made up 0.07% of Summit Trail Advisors's portfolio in Q1 2026, its #182 holding.
  • Summit Trail Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 12 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.