ZIM
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Zacks Investment Management’s Phillips 66 PSX Stock Holding History

Zacks Investment Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2M Buy
72,664
+4,250
+6% +$666K 0.11% 154
2025
Q4 		$8.83M Buy
68,414
+66,793
+4,120% +$8.99M 0.07% 182
2025
Q3 		$221K Buy
+1,621
New +$208K ﹤0.01% 656
2024
Q4 		– Sell
-2,062
Closed -$271K – 758
2024
Q3 		$271K Sell
2,062
-21,078
-91% -$2.85M ﹤0.01% 576
2024
Q2 		$3.27M Buy
23,140
+820
+4% +$121K 0.04% 230
2024
Q1 		$3.65M Buy
22,320
+2,824
+14% +$407K 0.04% 240
2023
Q4 		$2.6M Sell
19,496
-3,240
-14% -$387K 0.03% 260
2023
Q3 		$2.73M Sell
22,736
-609
-3% -$68.4K 0.04% 236
2023
Q2 		$2.23M Sell
23,345
-1,290
-5% -$125K 0.03% 282
2023
Q1 		$2.5M Sell
24,635
-213
-0.9% -$21.7K 0.03% 257
2022
Q4 		$2.59M Sell
24,848
-1,140
-4% -$117K 0.04% 253
2022
Q3 		$2.1M Buy
25,988
+20,323
+359% +$1.73M 0.03% 260
2022
Q2 		$464K Buy
+5,665
New +$524K 0.01% 441
2022
Q1 		– Sell
-3,094
Closed -$224K – 647
2021
Q4 		$224K Sell
3,094
-92,912
-97% -$7.02M ﹤0.01% 576
2021
Q3 		$6.72M Sell
96,006
-441,951
-82% -$32M 0.11% 161
2021
Q2 		$46.2M Buy
537,957
+26,894
+5% +$2.27M 0.75% 42
2021
Q1 		$41.7M Sell
511,063
-19,233
-4% -$1.51M 0.74% 46
2020
Q4 		$37.1M Buy
530,296
+41,731
+9% +$2.45M 0.68% 48
2020
Q3 		$25.3M Buy
488,565
+13,396
+3% +$817K 0.51% 66
2020
Q2 		$34.2M Sell
475,169
-21,258
-4% -$1.51M 0.75% 47
2020
Q1 		$26.6M Sell
496,427
-4,206
-0.8% -$342K 0.65% 52
2019
Q4 		$55.8M Buy
500,633
+3,838
+0.8% +$431K 1.04% 33
2019
Q3 		$50.9M Buy
496,795
+12,068
+2% +$1.21M 1.02% 32
2019
Q2 		$45.3M Buy
484,727
+5,358
+1% +$481K 0.93% 39
2019
Q1 		$45.6M Buy
479,369
+130,262
+37% +$12.4M 0.98% 29
2018
Q4 		$30.1M Sell
349,107
-4,360
-1% -$426K 0.73% 49
2018
Q3 		$39.8M Sell
353,467
-952
-0.3% -$110K 0.83% 40
2018
Q2 		$39.8M Buy
354,419
+2,528
+0.7% +$284K 0.87% 34
2018
Q1 		$33.8M Buy
351,891
+3,788
+1% +$369K 0.75% 45
2017
Q4 		$35.2M Buy
348,103
+6,074
+2% +$577K 0.77% 43
2017
Q3 		$31.3M Buy
+342,029
New +$29M 0.73% 45
2017
Q1 		– Sell
-2,444
Closed -$211K – 708
2016
Q4 		$211K Buy
+2,444
New +$203K 0.01% 590
2016
Q2 		– Sell
-2,506
Closed -$217K – 698
2016
Q1 		$217K Buy
+2,506
New +$204K 0.01% 542
2015
Q2 		– Sell
-2,564
Closed -$202K – 707
2015
Q1 		$202K Sell
2,564
-392
-13% -$28.8K 0.01% 591
2014
Q4 		$212K Sell
2,956
-1,344
-31% -$99.2K 0.01% 587
2014
Q3 		$350K Sell
4,300
-267,868
-98% -$22.3M 0.01% 475
2014
Q2 		$21.9M Buy
272,168
+12,876
+5% +$1.06M 0.78% 37
2014
Q1 		$20M Buy
259,292
+20,200
+8% +$1.54M 0.74% 35
2013
Q4 		$18.4M Buy
+239,092
New +$15.9M 0.73% 33
2013
Q3 		– Sell
-19,927
Closed -$1.17M – 676
2013
Q2 		$1.17M Buy
+19,927
New +$1.25M 0.05% 204

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zacks Investment Management's PSX Position: Q1 2026 in Review

Zacks Investment Management increased its Phillips 66 (PSX) stake by 6.2% in Q1 2026, buying an estimated $666K and bringing the position to 72,664 shares worth $13.2M. The position accounts for 0.11% of the portfolio, ranked #154.

Zacks Investment Management first reported a position in PSX in Q2 2013 and has held it in 40 quarters since. The position peaked at $55.8M in Q4 2019. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Zacks Investment Management held 72,664 shares of Phillips 66 worth $13.2M as of Q1 2026.
  • Zacks Investment Management bought 4,250 Phillips 66 shares in Q1 2026, an estimated $666K.
  • Phillips 66 made up 0.11% of Zacks Investment Management's portfolio in Q1 2026, its #154 holding.
  • Zacks Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 40 quarters since.
  • Zacks Investment Management's Phillips 66 position peaked at $55.8M in Q4 2019.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.