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SUMMITRY LLC

Position in PSX — Phillips 66

CIK 1280043 Foster City, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$392,534
+$79,185 QoQ
Shares Held
2,322
+35.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,308
of 2,093 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

SUMMITRY LLC holds $651,272 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (60.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
This page
2,322 $392,534

All Filings in PSX

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $392,534 2,322
2026-03-31 $313,349 1,720