Phillips 66 shares owned by Summit Asset Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 1.9k | 136.01 |
| 2025-06-30 | $224k | 1.9k | 119.31 |
| 2025-03-31 | $231k | 1.9k | 123.49 |
| 2024-12-31 | $213k | 1.9k | 113.96 |
| 2024-09-30 | $246k | 1.9k | 131.43 |
| 2024-06-30 | $264k | 1.9k | 141.17 |
| 2024-03-31 | $306k | 1.9k | 163.37 |
| 2023-12-31 | $237k | 1.8k | 133.13 |
| 2023-09-30 | $214k | 1.8k | 120.16 |
| 2020-06-30 | $242k | 3.4k | 71.87 |
| 2019-12-31 | $367k | 3.3k | 111.38 |
| 2019-09-30 | $337k | 3.3k | 102.28 |
| 2019-06-30 | $308k | 3.3k | 93.50 |
| 2019-03-31 | $313k | 3.3k | 95.05 |
| 2018-12-31 | $284k | 3.3k | 86.24 |
| 2018-09-30 | $371k | 3.3k | 112.70 |
| 2018-06-30 | $370k | 3.3k | 112.39 |
| 2018-03-31 | $316k | 3.3k | 96.02 |
| 2017-12-31 | $333k | 3.3k | 101.19 |
| 2017-09-30 | $301k | 3.3k | 91.49 |
| 2017-06-30 | $272k | 3.3k | 82.67 |
| 2017-03-31 | $261k | 3.3k | 79.36 |
| 2016-12-31 | $352k | 4.1k | 86.47 |
| 2016-09-30 | $328k | 4.1k | 80.59 |
| 2016-06-30 | $289k | 3.6k | 79.29 |
| 2016-03-31 | $270k | 3.1k | 86.54 |