Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$976,432
-$75,839 QoQ
Shares Held
5,776
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#895
of 2,093 holders
Holding Since
Dec 2024
7 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, 2026J. Safra Sarasin Holding AG holds $1,944,487 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,776 | $976,432 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
3,717 | $968,055 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,432 | 5,776 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $1,052,271 | 5,776 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $723,656 | 5,608 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $663,097 | 4,875 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $514,063 | 4,309 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $525,901 | 4,259 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,424,316 | 21,279 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||