SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in PSX — Phillips 66

CIK 1531593 NEW YORK, NY

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$63,055

+$51,032 QoQ

Shares Held

373

+465.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,856

of 2,093 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Derivatives in PSX

reported options exposure · as of Dec 31, 2023

CallValue

CallShares

PutValue

$133,140

PutShares

1,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $155,561 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	373	$63,055
2	IEP	Icahn Enterprises L.P.	7,300	$52,633
3	VLO	Valero Energy Corp/Tx	69	$17,970
4	MPC	Marathon Petroleum Corp	68	$17,385
5	UGP	Ultrapar Holdings Inc	900	$4,518

All Filings in PSX

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,055	373	+465.2%	Shares	Sole	2026-08-03
2026-03-31	$12,023	66	-93.4%	Shares	Sole	2026-04-30
2025-12-31	$128,781	998	+43.2%	Shares	Sole	2026-02-17
2025-09-30	$94,805	697	-62.8%	Shares	Sole	2025-11-13
2025-06-30	$223,568	1,874	+1774.0%	Shares	Sole	2025-08-12
2024-12-31	$11,393	100	-97.2%	Shares	Sole	2025-02-12
2023-12-31	$133,140	1,000	—	Put	Sole	2024-02-14
2023-12-31	$479,304	3,600	+300.0%	Shares	Sole	2024-02-14
2023-09-30	$108,135	900	+50.0%	Shares	Sole	2023-11-13
2023-06-30	$57,228	600	-34.4%	Shares	Sole	2023-08-14
2023-03-31	$92,762	915	-6.3%	Shares	Sole	2023-05-12
2022-12-31	$101,686	977	-51.1%	Shares	Sole	2023-02-13
2022-09-30	$161,440	2,000	+17.4%	Shares	Sole	2022-11-02
2022-06-30	$139,710	1,704	-82.0%	Shares	Sole	2022-08-02
2022-03-31	$815,694	9,442	+64.3%	Shares	Sole	2022-05-11
2021-12-31	$416,355	5,746	+74.1%	Shares	Sole	2022-01-18
2021-09-30	$231,099	3,300	-29.4%	Shares	Sole	2021-10-20
2021-06-30	$400,951	4,672	-2.7%	Shares	Sole	2021-07-19
2021-03-31	$391,392	4,800	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.