Phillips 66 shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.6M | 25k | 182.18 |
| 2025-12-31 | $2.7M | 21k | 129.04 |
| 2025-09-30 | $2.9M | 21k | 136.02 |
| 2025-06-30 | $2.3M | 19k | 119.30 |
| 2024-09-30 | $1.3M | 9.6k | 131.45 |
| 2024-06-30 | $1.1M | 8.1k | 141.17 |
| 2024-03-31 | $695k | 4.3k | 163.35 |
| 2023-12-31 | $382k | 2.9k | 133.15 |
| 2023-09-30 | $307k | 2.6k | 120.17 |
| 2023-06-30 | $223k | 2.3k | 95.39 |
| 2018-03-31 | $201k | 1.8k | 108.77 |
| 2017-12-31 | $182k | 1.8k | 103.82 |