Summit Place Financial Advisors »

Phillips 66 shares owned by Summit Place Financial Advisors

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

Historical chart of Summit Place Financial Advisors investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Summit Place Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 9.6k 182.18

More positions owned by Summit Place Financial Advisors

Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ge Vernova (GEV)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Wisdomtree Tr Blmbg Us Bull (USDU)
Raytheon Technologies Corp (RTX)
Ishares Tr Russell 2000 Etf (IWM)
Netflix (NFLX)
Ge Aerospace Com New (GE)
Ishares Tr Core S&p Scp Etf (IJR)
Johnson & Johnson (JNJ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Corteva (CTVA)

View all positions for Summit Place Financial Advisors

Top funds holding Phillips 66

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
FMR
Invesco
Charles Schwab Investment Management

View all funds holding Phillips 66