Phillips 66 shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Phillips 66
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All positions including Phillips 66 held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 1.9k | 120.17 |
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