Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$317,475
-$24,476 QoQ
Shares Held
1,878
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,442
of 2,093 holders
Holding Since
Jun 2020
13 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, 2026Summit Asset Management, LLC holds $317,475 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,878 | $317,475 |
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,475 | 1,878 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $341,951 | 1,877 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $245,176 | 1,900 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $255,173 | 1,876 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $223,687 | 1,875 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $231,401 | 1,874 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $213,390 | 1,873 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $246,205 | 1,873 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $264,270 | 1,872 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $305,609 | 1,871 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $236,989 | 1,780 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $213,746 | 1,779 | Shares | Sole | 2023-11-06 | |
| 2020-06-30 | $242,087 | 3,367 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||