Zions Bancorporation’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $402K | Buy |
3,528
+1,136
| +47% | +$145K | 0.03% | 276 |
|
|
2024
Q3 | $314K | Buy |
2,392
+408
| +21% | +$55.1K | 0.02% | 290 |
|
|
2024
Q2 | $280K | Sell |
1,984
-1,255
| -39% | -$186K | 0.02% | 291 |
|
|
2024
Q1 | $529K | Buy |
3,239
+107
| +3% | +$15.4K | 0.04% | 252 |
|
|
2023
Q4 | $417K | Buy |
3,132
+282
| +10% | +$33.7K | 0.03% | 262 |
|
|
2023
Q3 | $342K | Buy |
2,850
+2,318
| +436% | +$260K | 0.03% | 266 |
|
|
2023
Q2 | $50.7K | Sell |
532
-3
| -0.6% | -$292 | ﹤0.01% | 400 |
|
|
2023
Q1 | $54.2K | Sell |
535
-20
| -4% | -$2.03K | ﹤0.01% | 412 |
|
|
2022
Q4 | $57.8K | Sell |
555
-313
| -36% | -$32K | ﹤0.01% | 425 |
|
|
2022
Q3 | $70K | Hold |
868
| – | – | 0.01% | 393 |
|
|
2022
Q2 | $71K | Hold |
868
| – | – | 0.01% | 423 |
|
|
2022
Q1 | $75K | Sell |
868
-3,092
| -78% | -$260K | 0.01% | 452 |
|
|
2021
Q4 | $287K | Buy |
3,960
+27
| +0.7% | +$2.04K | 0.03% | 278 |
|
|
2021
Q3 | $276K | Buy |
3,933
+117
| +3% | +$8.47K | 0.03% | 275 |
|
|
2021
Q2 | $328K | Buy |
3,816
+708
| +23% | +$59.8K | 0.03% | 243 |
|
|
2021
Q1 | $253K | Buy |
3,108
+1,324
| +74% | +$104K | 0.03% | 249 |
|
|
2020
Q4 | $125K | Buy |
1,784
+69
| +4% | +$4.05K | 0.02% | 299 |
|
|
2020
Q3 | $88K | Sell |
1,715
-373
| -18% | -$22.8K | 0.01% | 303 |
|
|
2020
Q2 | $150K | Sell |
2,088
-190
| -8% | -$13.5K | 0.02% | 243 |
|
|
2020
Q1 | $123K | Sell |
2,278
-804
| -26% | -$65.4K | 0.02% | 241 |
|
|
2019
Q4 | $343K | Sell |
3,082
-1,271
| -29% | -$143K | 0.05% | 135 |
|
|
2019
Q3 | $446K | Sell |
4,353
-23
| -0.5% | -$2.31K | 0.06% | 119 |
|
|
2019
Q2 | $410K | Sell |
4,376
-374
| -8% | -$33.6K | 0.06% | 124 |
|
|
2019
Q1 | $452K | Buy |
+4,750
| New | +$452K | 0.07% | 112 |
|
|
2018
Q4 | – | Sell |
-4,578
| Closed | -$516K | – | 693 |
|
|
2018
Q3 | $516K | Buy |
+4,578
| New | +$529K | 0.12% | 90 |
|
|
2018
Q2 | – | Sell |
-9,811
| Closed | -$941K | – | 647 |
|
|
2018
Q1 | $941K | Buy |
9,811
+102
| +1% | +$9.93K | 0.21% | 46 |
|
|
2017
Q4 | $982K | Hold |
9,709
| – | – | 0.17% | 59 |
|
|
2017
Q3 | $889K | Buy |
9,709
+1,272
| +15% | +$108K | 0.13% | 100 |
|
|
2017
Q2 | $698K | Buy |
8,437
+5,381
| +176% | +$422K | 0.12% | 91 |
|
|
2017
Q1 | $242K | Sell |
3,056
-344
| -10% | -$27.7K | 0.05% | 110 |
|
|
2016
Q4 | $294K | Hold |
3,400
| – | – | 0.05% | 100 |
|
|
2016
Q3 | $272K | Buy |
3,400
+44
| +1% | +$3.42K | 0.05% | 103 |
|
|
2016
Q2 | $265K | Sell |
3,356
-157
| -4% | -$12.8K | 0.05% | 104 |
|
|
2016
Q1 | $304K | Buy |
3,513
+898
| +34% | +$73K | 0.05% | 98 |
|
|
2015
Q4 | $210K | Buy |
2,615
+602
| +30% | +$51.9K | 0.04% | 113 |
|
|
2015
Q3 | $163K | Sell |
2,013
-2,487
| -55% | -$198K | 0.03% | 107 |
|
|
2015
Q2 | $363K | Buy |
4,500
+1,846
| +70% | +$147K | 0.06% | 114 |
|
|
2015
Q1 | $208K | Buy |
+2,654
| New | +$195K | 0.04% | 124 |
|
Other funds holding PSX
Zions Bancorporation's PSX Position: Q4 2024 in Review
Zions Bancorporation increased its Phillips 66 (PSX) stake by 47% in Q4 2024, buying an estimated $145K and bringing the position to 3,528 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #276.
Zions Bancorporation first reported a position in PSX in Q1 2015 and has held it in 38 quarters since. The position peaked at $982K in Q4 2017. 1,781 funds tracked by Wall St. Rank hold PSX as of Q4 2024.
- Zions Bancorporation held 3,528 shares of Phillips 66 worth $402K as of Q4 2024.
- Zions Bancorporation bought 1,136 Phillips 66 shares in Q4 2024, an estimated $145K.
- Phillips 66 made up 0.03% of Zions Bancorporation's portfolio in Q4 2024, its #276 holding.
- Zions Bancorporation first reported a position in Phillips 66 in Q1 2015 and has held it in 38 quarters since.
- Zions Bancorporation's Phillips 66 position peaked at $982K in Q4 2017.
- 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.
Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.