ZIG
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Zurich Insurance Group’s Phillips 66 PSX Stock Holding History

Zurich Insurance 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
Q2 		$48.9M Buy
289,016
+175,312
+154% +$30.2M 0.34% 80
2026
Q1 		$20.7M Buy
+113,704
New +$17.8M 0.16% 156
2019
Q4 		– Sell
-151,323
Closed -$15.5M – 430
2019
Q3 		$15.5M Buy
151,323
+76,767
+103% +$7.69M 0.29% 86
2019
Q2 		$6.97M Buy
+74,556
New +$6.69M 0.14% 195
2018
Q3 		– Sell
-75,401
Closed -$8.47M – 502
2018
Q2 		$8.47M Sell
75,401
-16,279
-18% -$1.83M 0.19% 151
2018
Q1 		$8.79M Buy
91,680
+3,159
+4% +$308K 0.2% 135
2017
Q4 		$8.95M Buy
88,521
+13,990
+19% +$1.33M 0.21% 110
2017
Q3 		$6.83M Sell
74,531
-7,265
-9% -$615K 0.19% 126
2017
Q2 		$6.76M Sell
81,796
-2,189
-3% -$172K 0.19% 121
2017
Q1 		$6.65M Sell
83,985
-1,543
-2% -$124K 0.19% 120
2016
Q4 		$7.39M Buy
85,528
+10,545
+14% +$877K 0.23% 100
2016
Q3 		$6.04M Sell
74,983
-9,024
-11% -$701K 0.2% 135
2016
Q2 		$6.67M Buy
84,007
+2,171
+3% +$177K 0.23% 118
2016
Q1 		$7.09M Sell
81,836
-56,645
-41% -$4.6M 0.25% 107
2015
Q4 		$11.3M Buy
+138,481
New +$12M 0.41% 74

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Zurich Insurance Group's PSX Position: Q2 2026 in Review

Zurich Insurance Group increased its Phillips 66 (PSX) stake by 154% in Q2 2026, buying an estimated $30.2M and bringing the position to 289,016 shares worth $48.9M. The position accounts for 0.34% of the portfolio, ranked #80.

Zurich Insurance Group first reported a position in PSX in Q4 2015 and has held it in 15 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Zurich Insurance Group held 289,016 shares of Phillips 66 worth $48.9M as of Q2 2026.
  • Zurich Insurance Group bought 175,312 Phillips 66 shares in Q2 2026, an estimated $30.2M.
  • Phillips 66 made up 0.34% of Zurich Insurance Group's portfolio in Q2 2026, its #80 holding.
  • Zurich Insurance Group first reported a position in Phillips 66 in Q4 2015 and has held it in 15 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.