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Phillips 66 shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 21k 163.34
2023-12-31 $2.0M 15k 133.14
2023-09-30 $1.9M 15k 120.15
2023-06-30 $1.5M 16k 95.38
2023-03-31 $1.3M 13k 101.38
2022-12-31 $1.3M 12k 104.08
2022-09-30 $978k 12k 80.72
2022-06-30 $793k 9.7k 81.99
2022-03-31 $839k 9.7k 86.39
2021-12-31 $632k 8.7k 72.46
2021-09-30 $434k 6.2k 70.03
2021-06-30 $283k 3.3k 85.82