Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,646,716
-$106,948 QoQ
Shares Held
9,741
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#707
of 2,091 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Summit Place Financial Advisors, LLC holds $1,646,716 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
|
9,741 | $1,646,716 |
All Filings in PSX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,646,716 | 9,741 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,753,664 | 9,626 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||