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SummitTX Capital’s Phillips 66 PSX Stock Holding History

SummitTX Capital’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 		$1.16M Buy
+6,860
New +$1.18M 0.03% 432
2026
Q1 		– Sell
-5,168
Closed -$667K – 932
2025
Q4 		$667K Buy
+5,168
New +$696K 0.02% 487
2025
Q3 		– Sell
-10,928
Closed -$1.3M – 942
2025
Q2 		$1.3M Buy
10,928
+1,906
+21% +$214K 0.06% 318
2025
Q1 		$1.11M Buy
+9,022
New +$1.11M 0.05% 382

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

SummitTX Capital's PSX Position: Q2 2026 in Review

SummitTX Capital opened a new position in Phillips 66 (PSX) in Q2 2026: 6,860 shares worth $1.16M. The stake represents 0.03% of the portfolio and ranks #432 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in PSX as recently as Q4 2025.

SummitTX Capital first reported a position in PSX in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q2 2025. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • SummitTX Capital held 6,860 shares of Phillips 66 worth $1.16M as of Q2 2026.
  • Phillips 66 was a new SummitTX Capital position in Q2 2026.
  • Phillips 66 made up 0.03% of SummitTX Capital's portfolio in Q2 2026, its #432 holding.
  • SummitTX Capital first reported a position in Phillips 66 in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Phillips 66 position peaked at $1.3M in Q2 2025.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.