Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$369,374
-$55,469 QoQ
Shares Held
2,185
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,345
of 2,091 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Zullo Investment Group, Inc. holds $1,230,074 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.0% of the industry book) .
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,374 | 2,185 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $424,843 | 2,332 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $297,824 | 2,308 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $335,697 | 2,468 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $213,427 | 1,789 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $220,288 | 1,784 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $202,111 | 1,774 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $232,535 | 1,769 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $249,588 | 1,768 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $295,482 | 1,809 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $240,717 | 1,808 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $226,843 | 1,888 | Shares | Sole | 2023-10-19 | |
| 2022-12-31 | $210,657 | 2,024 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $163,215 | 2,022 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $165,455 | 2,018 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $176,840 | 2,047 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $139,195 | 1,921 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||