Summit X LLC’s Phillips 66 PSX Stock Holding History

Summit X LLC’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
2020 Q4	–	Sell	-531	Closed	-$207	–	381
2020 Q3	$207	Buy	+531	New	+$32.4K	﹤0.01%	424

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Summit X LLC's PSX Position: Q4 2020 in Review

Summit X LLC sold out of Phillips 66 (PSX) in Q4 2020, closing a stake of 531 shares — an estimated $207 sold.

Summit X LLC first reported a position in PSX in Q3 2020 and held it in 1 quarter. The position peaked at $207 in Q3 2020. 1,234 funds tracked by Wall St. Rank hold PSX as of Q4 2020.

Summit X LLC reported no remaining Phillips 66 position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 531 Phillips 66 shares in Q4 2020, an estimated $207.
Summit X LLC first reported a position in Phillips 66 in Q3 2020 and held it in 1 quarter.
Summit X LLC's Phillips 66 position peaked at $207 in Q3 2020.
1,234 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.