Vontobel Holding Ltd.

Position in PSX — Phillips 66

CIK 1588340 ZURICH, V8

Position in PSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,905,859

-$814,381 QoQ

Shares Held

40,851

-3.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#369

of 2,096 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Energy · as of Jun 30, 2026

Vontobel Holding Ltd. holds $11,973,987 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	40,851	$6,905,859
2	MPC	Marathon Petroleum Corp	11,388	$2,911,568
3	VLO	Valero Energy Corp/Tx	7,507	$1,955,121
4	PARR	Par Pacific Holdings, Inc.	3,592	$201,439

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,905,859	40,851	-3.6%	Shares	Defined	2026-08-03
2026-03-31	$7,720,240	42,377	+7.3%	Shares	Defined	2026-05-08
2025-12-31	$5,095,013	39,484	+23.4%	Shares	Defined	2026-02-13
2025-09-30	$4,353,591	32,007	-7.0%	Shares	Defined	2025-10-15
2025-06-30	$4,104,395	34,404	+4.8%	Shares	Defined	2025-07-23
2025-03-31	$4,052,982	32,823	-7.2%	Shares	Defined	2025-04-28
2024-12-31	$4,030,500	35,377	+12.6%	Shares	Defined	2025-01-30
2024-09-30	$4,130,683	31,424	+171.3%	Shares	Defined	2024-10-16
2024-06-30	$1,635,029	11,582	-8.0%	Shares	Defined	2024-08-13
2024-03-31	$2,056,612	12,591	-36.2%	Shares	Defined	2024-05-10
2023-12-31	$2,628,846	19,745	+5.6%	Shares	Defined	2024-06-04
2023-09-30	$2,245,842	18,692	+3.7%	Shares	Defined	2024-06-04
2023-06-30	$1,719,700	18,030	+1.2%	Shares	Defined	2024-06-04
2023-03-31	$1,806,691	17,821	-13.1%	Shares	Defined	2024-06-04
2022-12-31	$2,134,471	20,508	-32.6%	Shares	Defined	2023-02-14
2022-09-30	$2,455,581	30,421	-45.0%	Shares	Defined	2022-11-04
2022-06-30	$4,538,802	55,358	-63.0%	Shares	Defined	2022-07-27
2022-03-31	$12,934,481	149,722	+7.7%	Shares	Defined	2022-05-13
2021-12-31	$10,073,967	139,028	+1.1%	Shares	Defined	2022-02-14
2021-09-30	$9,627,932	137,483	+4.5%	Shares	Defined	2021-10-29
2021-06-30	$11,291,164	131,568	-8.9%	Shares	Defined	2021-08-06
2021-03-31	$11,772,172	144,373	+4.7%	Shares	Defined	2021-05-11
2020-12-31	$9,644,305	137,894	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.