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Phillips 66 shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Phillips 66

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All positions including Phillips 66 held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 31k 133.14
2023-09-30 $3.9M 33k 120.15
2023-06-30 $3.5M 36k 95.38
2023-03-31 $4.0M 39k 101.38
2022-12-31 $4.1M 39k 104.08
2022-09-30 $3.2M 39k 80.69
2022-06-30 $3.6M 44k 81.96
2022-03-31 $4.6M 53k 86.38
2021-12-31 $3.7M 52k 72.45
2021-09-30 $2.0M 28k 70.00
2021-06-30 $2.5M 29k 85.78
2021-03-31 $2.4M 30k 81.56
2020-12-31 $2.1M 30k 69.87
2020-09-30 $1.5M 28k 51.24
2020-06-30 $2.1M 29k 71.96
2020-03-31 $1.5M 29k 53.66
2019-12-31 $2.4M 21k 111.36
2019-09-30 $2.2M 22k 102.39
2019-06-30 $2.0M 21k 93.48
2019-03-31 $2.0M 21k 95.13
2018-12-31 $1.8M 21k 86.11
2018-09-30 $2.4M 21k 112.66
2018-06-30 $2.4M 22k 110.70
2018-03-31 $2.2M 23k 95.91
2017-12-31 $1.1M 27k 40.04
2017-09-30 $2.7M 30k 90.74
2017-06-30 $2.5M 30k 82.38
2017-03-31 $2.4M 30k 78.52
2016-12-31 $3.1M 36k 86.40
2016-09-30 $1.8M 22k 80.56
2016-06-30 $782k 9.9k 79.37
2016-03-31 $830k 9.6k 86.60
2015-12-31 $787k 9.6k 81.81
2015-09-30 $2.2M 29k 76.80
2015-06-30 $2.4M 30k 80.55
2015-03-31 $2.4M 30k 78.55
2014-12-31 $3.6M 50k 71.65
2014-09-30 $4.0M 50k 81.30
2014-06-30 $4.1M 50k 80.46
2014-03-31 $3.9M 51k 77.08
2013-12-31 $4.0M 52k 77.13
2013-09-30 $3.0M 52k 57.82
2013-06-30 $404k 6.9k 58.91