Position in PSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$185,955
-$14,443 QoQ
Shares Held
1,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,739
of 2,091 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $972,483 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,020 | $786,528 | |
| 2 | PSX |
Phillips 66
This page
|
1,100 | $185,955 |
All Filings in PSX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,955 | 1,100 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $200,398 | 1,100 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $43,526 | 320 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $284,316 | 2,014 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $299,728 | 1,835 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $243,779 | 1,831 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $16,158 | 223 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $183,688 | 2,623 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $597,993 | 6,968 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,051,947 | 12,901 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $87,005 | 1,244 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $35,095 | 677 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $63,919 | 889 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $69,423 | 1,294 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||