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ZACKS INVESTMENT MANAGEMENT: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on PSX, newest first. How the timeline and the estimate are built.

ZACKS INVESTMENT MANAGEMENT held 110,693 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,693 shares
    Change vs previous 13F +38,029 shares

    0.13% of the 13F portfolio, value $18,712,816.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 72,664 shares
    Change vs previous 13F +4,250 shares

    0.11% of the 13F portfolio, value $13,237,789.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,414 shares
    Change vs previous 13F +66,793 shares

    0.07% of the 13F portfolio, value $8,828,241.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,621 shares
    Change vs previous 13F +1,621 shares

    <0.01% of the 13F portfolio, value $220,516.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,062 shares

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 2,062 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,062.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).