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Disclosery

Summit Financial, LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on PSX, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 15,563 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,563 shares
    Change vs previous 13F +906 shares

    0.03% of the 13F portfolio, value $2,631,001.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,657 shares
    Change vs previous 13F -3,248 shares

    0.03% of the 13F portfolio, value $2,670,168.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,905 shares
    Change vs previous 13F -538 shares

    0.03% of the 13F portfolio, value $2,310,479.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,443 shares
    Change vs previous 13F -132 shares

    0.04% of the 13F portfolio, value $2,508,674.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,575 shares
    Change vs previous 13F -886 shares

    0.05% of the 13F portfolio, value $2,216,039.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,461 shares
    Change vs previous 13F -280 shares

    0.07% of the 13F portfolio, value $2,403,077.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,741 shares
    Change vs previous 13F -122 shares

    0.08% of the 13F portfolio, value $2,249,116.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,863 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,611,051.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).