Summit Wealth Group’s Phillips 66 PSX Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-19,972	Closed	–	–	212
2023 Q1	$0	Buy	+19,972	New	+$2.03M	﹤0.01%	237

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth Group's PSX Position: Q2 2023 in Review

Summit Wealth Group sold out of Phillips 66 (PSX) in Q2 2023, closing a stake of 19,972 shares.

Summit Wealth Group first reported a position in PSX in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

Summit Wealth Group reported no remaining Phillips 66 position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 19,972 Phillips 66 shares in Q2 2023.
Summit Wealth Group first reported a position in Phillips 66 in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Phillips 66 position peaked at $0 in Q1 2023.
1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.