A detailed history of Summit Asset Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,871 shares of PSX stock, worth $262,632. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,871
Previous 1,780 5.11%
Holding current value
$262,632
Previous $236,000 29.24%
% of portfolio
0.04%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$127.67 - $163.34 $11,617 - $14,863
91 Added 5.11%
1,871 $305,000
Q4 2023

Feb 06, 2024

BUY
$109.19 - $135.72 $109 - $135
1 Added 0.06%
1,780 $236,000
Q3 2023

Nov 06, 2023

BUY
$95.4 - $124.28 $169,716 - $221,094
1,779 New
1,779 $213,000
Q3 2020

Nov 06, 2020

SELL
$51.84 - $69.11 $174,545 - $232,693
-3,367 Closed
0 $0
Q2 2020

Aug 07, 2020

BUY
$49.51 - $89.73 $166,700 - $302,120
3,367 New
3,367 $242,000
Q1 2020

May 08, 2020

SELL
$42.09 - $112.2 $138,686 - $369,699
-3,295 Closed
0 $0
Q3 2019

Nov 06, 2019

BUY
$94.06 - $105.06 $94 - $105
1 Added 0.03%
3,295 $337,000
Q2 2019

Aug 07, 2019

BUY
$80.8 - $98.61 $80 - $98
1 Added 0.03%
3,294 $308,000
Q4 2018

Feb 07, 2019

BUY
$78.5 - $118.47 $78 - $118
1 Added 0.03%
3,293 $284,000
Q2 2018

Aug 07, 2018

BUY
$94.95 - $121.87 $94 - $121
1 Added 0.03%
3,292 $370,000
Q4 2017

Feb 06, 2018

BUY
$90.24 - $102.06 $90 - $102
1 Added 0.03%
3,291 $333,000
Q3 2017

Nov 09, 2017

BUY
$80.89 - $91.8 $266,128 - $302,022
3,290
3,290 $301,000

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $67.5B
  • Description
  • Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...
More about PSX
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