Siemens Fonds Invest GmbH

Position in PSX — Phillips 66

CIK 1856637 MUNICH, 2M

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$785,913

+$332,467 QoQ

Shares Held

4,649

+86.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#977

of 2,093 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Siemens Fonds Invest GmbH holds $5,606,538 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	15,162	$3,948,791
2	MPC	Marathon Petroleum Corp	3,410	$871,834
3	PSX	Phillips 66 This page	4,649	$785,913

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$785,913	4,649	+86.8%	Shares	Sole	2026-08-14
2026-03-31	$453,446	2,489	0.0%	Shares	Sole	2026-05-15
2025-12-31	$321,180	2,489	-57.6%	Shares	Sole	2026-02-17
2025-09-30	$798,573	5,871	-36.1%	Shares	Sole	2025-11-14
2025-06-30	$1,095,293	9,181	+12.5%	Shares	Sole	2025-08-14
2025-03-31	$1,007,720	8,161	+38.6%	Shares	Sole	2025-05-15
2024-09-30	$773,977	5,888	+28.2%	Shares	Sole	2024-11-14
2024-06-30	$648,534	4,594	-3.1%	Shares	Sole	2024-08-14
2024-03-31	$774,068	4,739	-5.2%	Shares	Sole	2024-05-15
2023-12-31	$665,566	4,999	+26.2%	Shares	Sole	2024-02-14
2023-09-30	$475,794	3,960	0.0%	Shares	Sole	2023-11-14
2023-06-30	$377,704	3,960	0.0%	Shares	Sole	2023-08-14
2023-03-31	$401,464	3,960	-4.0%	Shares	Sole	2023-05-15
2022-12-31	$429,538	4,127	-13.2%	Shares	Sole	2023-02-14
2022-09-30	$383,742	4,754	0.0%	Shares	Sole	2022-11-14
2022-06-30	$389,780	4,754	+0.2%	Shares	Sole	2022-08-15
2022-03-31	$409,920	4,745	+3.0%	Shares	Sole	2022-05-16
2021-12-31	$333,968	4,609	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$323,958	4,626	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.