ZACKS INVESTMENT MANAGEMENT

Position in PSX — Phillips 66

CIK 1086483 Chicago, IL

Position in PSX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$13,237,927

+$4,409,785 QoQ

Shares Held

72,664

+6.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

ZACKS INVESTMENT MANAGEMENT holds $38,396,311 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DINO	HF Sinclair Corp	390,767	$24,379,952
2	PSX	Phillips 66 This page	72,664	$13,237,927
3	VLO	Valero Energy Corp/Tx	2,185	$539,869
4	MPC	Marathon Petroleum Corp	977	$238,563

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,237,927	72,664	+6.2%	Shares	Sole	2026-05-14
2025-12-31	$8,828,142	68,414	+4120.5%	Shares	Sole	2026-02-17
2025-09-30	$220,488	1,621	-21.4%	Shares	Sole	2025-11-14
2024-09-30	$271,049	2,062	-91.1%	Shares	Sole	2024-11-14
2024-06-30	$3,266,673	23,140	+3.7%	Shares	Sole	2024-08-14
2024-03-31	$3,645,748	22,320	+14.5%	Shares	Sole	2024-05-15
2023-12-31	$2,595,697	19,496	-14.3%	Shares	Sole	2024-02-14
2023-09-30	$2,731,730	22,736	-2.6%	Shares	Sole	2023-11-14
2023-06-30	$2,226,646	23,345	-5.2%	Shares	Sole	2023-08-15
2023-03-31	$2,497,496	24,635	-0.9%	Shares	Sole	2023-05-15
2022-12-31	$2,586,179	24,848	-4.4%	Shares	Sole	2023-02-14
2022-09-30	$2,097,751	25,988	+358.7%	Shares	Sole	2022-11-14
2022-06-30	$464,473	5,665	+83.1%	Shares	Sole	2022-08-15
2021-12-31	$224,191	3,094	-96.8%	Shares	Sole	2022-02-15
2021-09-30	$6,723,300	96,006	-82.2%	Shares	Sole	2021-11-15
2021-06-30	$46,167,469	537,957	+5.3%	Shares	Sole	2021-08-16
2021-03-31	$41,672,077	511,063	-3.6%	Shares	Sole	2021-05-17
2020-12-31	$37,088,902	530,296	+8.5%	Shares	Sole	2021-02-16
2020-09-30	$25,327,209	488,565	+2.8%	Shares	Sole	2020-11-16
2020-06-30	$34,164,651	475,169	-4.3%	Shares	Sole	2020-08-14
2020-03-31	$26,633,308	496,427	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.