EDMOND DE ROTHSCHILD HOLDING S.A.

Position in PSX — Phillips 66

CIK 1649647 Chambesy, V8

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$219,765

-$17,069 QoQ

Shares Held

1,300

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,668

of 2,093 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

EDMOND DE ROTHSCHILD HOLDING S.A. holds $1,029,678 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	2,241	$583,646
2	MPC	Marathon Petroleum Corp	885	$226,267
3	PSX	Phillips 66 This page	1,300	$219,765

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,765	1,300	0.0%	Shares	Sole	2026-08-10
2026-03-31	$236,834	1,300	-19.1%	Shares	Sole	2026-05-13
2024-06-30	$226,719	1,606	-23.7%	Shares	Sole	2024-08-13
2024-03-31	$343,830	2,105	-51.8%	Shares	Sole	2024-05-08
2023-12-31	$580,889	4,363	+10.3%	Shares	Sole	2024-02-12
2023-09-30	$475,073	3,954	0.0%	Shares	Sole	2023-11-13
2023-06-30	$377,132	3,954	0.0%	Shares	Sole	2023-08-09
2023-03-31	$400,856	3,954	+2665.0%	Shares	Sole	2023-05-11
2021-12-31	$10,361	143	0.0%	Shares	Sole	2022-02-10
2021-09-30	$10,014	143	-81.4%	Shares	Sole	2021-11-12
2021-06-30	$65,909	768	-96.2%	Shares	Sole	2021-08-11
2021-03-31	$1,662,192	20,385	-12.6%	Shares	Sole	2021-05-17
2020-12-31	$1,630,721	23,316	+69.9%	Shares	Sole	2021-02-12
2020-09-30	$711,504	13,725	+73.0%	Shares	Sole	2020-11-12
2020-06-30	$570,526	7,935	+91.0%	Shares	Sole	2020-08-07
2020-03-31	$222,862	4,154	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.