ZIG
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Zullo Investment Group’s Phillips 66 PSX Stock Holding History

Zullo Investment Group’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 		$425K Buy
2,332
+24
+1% +$3.76K 0.16% 102
2025
Q4 		$298K Sell
2,308
-160
-6% -$21.5K 0.11% 119
2025
Q3 		$336K Buy
2,468
+679
+38% +$87K 0.12% 114
2025
Q2 		$214K Buy
1,789
+5
+0.3% +$560 0.09% 141
2025
Q1 		$220K Buy
1,784
+10
+0.6% +$1.23K 0.09% 134
2024
Q4 		$202K Buy
1,774
+5
+0.3% +$636 0.08% 142
2024
Q3 		$233K Buy
1,769
+1
+0.1% +$135 0.1% 139
2024
Q2 		$250K Sell
1,768
-41
-2% -$6.07K 0.11% 133
2024
Q1 		$296K Buy
1,809
+1
+0.1% +$144 0.14% 119
2023
Q4 		$241K Sell
1,808
-80
-4% -$9.56K 0.12% 128
2023
Q3 		$227K Buy
+1,888
New +$212K 0.13% 123
2023
Q1 		– Sell
-2,024
Closed -$211K – 563
2022
Q4 		$211K Buy
2,024
+2
+0.1% +$205 0.13% 128
2022
Q3 		$163K Buy
2,022
+4
+0.2% +$341 0.11% 149
2022
Q2 		$165K Sell
2,018
-29
-1% -$2.68K 0.1% 156
2022
Q1 		$177K Buy
2,047
+126
+7% +$10.6K 0.09% 164
2021
Q4 		$139K Buy
+1,921
New +$145K 0.07% 194

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

Zullo Investment Group's PSX Position: Q1 2026 in Review

Zullo Investment Group increased its Phillips 66 (PSX) stake by 1% in Q1 2026, buying an estimated $3.76K and bringing the position to 2,332 shares worth $425K. The position accounts for 0.16% of the portfolio, ranked #102.

Zullo Investment Group first reported a position in PSX in Q4 2021 and has held it in 16 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Zullo Investment Group held 2,332 shares of Phillips 66 worth $425K as of Q1 2026.
  • Zullo Investment Group bought 24 Phillips 66 shares in Q1 2026, an estimated $3.76K.
  • Phillips 66 made up 0.16% of Zullo Investment Group's portfolio in Q1 2026, its #102 holding.
  • Zullo Investment Group first reported a position in Phillips 66 in Q4 2021 and has held it in 16 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.