Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$125,435
-$77,149 QoQ
Shares Held
742
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,778
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Compagnie Lombard Odier SCmA holds $190,545 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
742 | $125,435 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
250 | $65,110 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,435 | 742 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $202,584 | 1,112 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $143,492 | 1,112 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $50,327 | 370 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $57,025 | 478 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $113,972 | 923 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $151,868 | 1,333 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $175,222 | 1,333 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $199,473 | 1,413 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $230,799 | 1,413 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $188,126 | 1,413 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $169,771 | 1,413 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $325,531 | 3,413 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $346,009 | 3,413 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $313,593 | 3,013 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $404,649 | 5,013 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $411,015 | 5,013 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $497,001 | 5,753 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $1,851,279 | 25,549 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,803,201 | 25,749 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $1,827,278 | 21,292 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $2,645,809 | 32,448 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $2,842,220 | 40,638 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,359,082 | 45,507 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,458,461 | 48,101 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,295,575 | 42,788 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||