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Summit Wealth Group (Colorado)’s Phillips 66 PSX Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$338K Buy
1,997
+114
+6% +$19.6K 0.03% 281
2026
Q1 		$343K Buy
+1,883
New +$295K 0.04% 235
2025
Q4 		– Sell
-1,860
Closed -$224K – 536
2025
Q3 		$224K Buy
+1,860
New +$238K 0.02% 441

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 Wealth Group (Colorado)'s PSX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Phillips 66 (PSX) stake by 6.1% in Q2 2026, buying an estimated $19.6K and bringing the position to 1,997 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #281.

Summit Wealth Group (Colorado) first reported a position in PSX in Q3 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,997 shares of Phillips 66 worth $338K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 114 Phillips 66 shares in Q2 2026, an estimated $19.6K.
  • Phillips 66 made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #281 holding.
  • Summit Wealth Group (Colorado) first reported a position in Phillips 66 in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Phillips 66 position peaked at $343K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.