Summit Financial, LLC

Position in PSX — Phillips 66

CIK 1765536 PARSIPPANY, NJ

Position in PSX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,670,212

+$359,751 QoQ

Shares Held

14,657

-18.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Summit Financial, LLC holds $10,005,226 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	81,531	$5,297,069
2	PSX	Phillips 66 This page	14,657	$2,670,212
3	MPC	Marathon Petroleum Corp	4,846	$1,183,296
4	VLO	Valero Energy Corp/Tx	3,459	$854,649

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,670,212	14,657	-18.1%	Shares	Sole	2026-05-15
2025-12-31	$2,310,461	17,905	-2.9%	Shares	Sole	2026-02-13
2025-09-30	$2,508,616	18,443	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$2,215,997	18,575	-4.6%	Shares	Sole	2025-08-13
2025-03-31	$2,403,044	19,461	-1.4%	Shares	Sole	2025-05-14
2024-12-31	$2,249,092	19,741	-0.6%	Shares	Sole	2025-02-12
2024-09-30	$2,610,991	19,863	-21.4%	Shares	Sole	2024-11-12
2024-06-30	$3,566,518	25,264	+23.0%	Shares	Sole	2024-07-31
2024-03-31	$3,355,656	20,544	+34.9%	Shares	Sole	2024-04-24
2023-12-31	$2,027,589	15,229	-1.1%	Shares	Sole	2024-02-06
2023-09-30	$1,850,310	15,400	-1.1%	Shares	Sole	2023-11-07
2023-06-30	$1,484,589	15,565	+23.7%	Shares	Sole	2023-08-11
2023-03-31	$1,275,360	12,580	+2.1%	Shares	Sole	2023-05-03
2022-12-31	$1,282,681	12,324	+1.7%	Shares	Sole	2023-02-07
2022-09-30	$978,164	12,118	+25.3%	Shares	Sole	2022-11-15
2022-06-30	$792,761	9,669	-0.4%	Shares	Sole	2022-08-12
2022-03-31	$838,846	9,710	+11.4%	Shares	Sole	2022-05-10
2021-12-31	$631,706	8,718	+40.7%	Shares	Sole	2022-02-07
2021-09-30	$434,045	6,198	+87.7%	Shares	Sole	2021-11-08
2021-06-30	$283,377	3,302	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.