Position in PSX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$49,703,235
-$4,045,512 QoQ
Shares Held
294,015
-0.3% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#105
of 2,093 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026ZWJ INVESTMENT COUNSEL INC holds $49,923,461 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
294,015 | $49,703,235 | |
| 2 | PARR |
Par Pacific Holdings, Inc.
|
3,927 | $220,226 |
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,703,235 | 294,015 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $53,748,747 | 295,031 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $37,188,682 | 288,195 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $39,290,601 | 288,859 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $34,075,539 | 285,629 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $33,223,034 | 269,056 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $29,253,578 | 256,768 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $32,595,262 | 247,967 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $34,289,487 | 242,895 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $39,427,335 | 241,382 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $32,468,052 | 243,864 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $29,518,452 | 245,680 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,461,763 | 245,982 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $22,894,442 | 225,828 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $22,872,620 | 219,760 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $17,808,607 | 220,622 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $17,447,226 | 212,797 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $18,597,348 | 215,272 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $14,945,019 | 206,252 | Shares | Sole | 2022-03-31 | |
| 2021-09-30 | $13,927,776 | 198,883 | Shares | Sole | 2022-03-31 | |
| 2021-06-30 | $15,885,968 | 185,108 | Shares | Sole | 2022-03-31 | |
| 2021-03-31 | $14,016,807 | 171,901 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $9,515,896 | 136,058 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $6,399,077 | 123,439 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $417,307 | 5,804 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||