Universal- Beteiligungs- und Servicegesellschaft mbH
Position in PSX — Phillips 66
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in PSX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$42,462,696
+$13,123,130 QoQ
Shares Held
233,081
+2.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.30925300646555.ToString("F0")%
Shared 0.6907469935344366.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $193,859,146 across 8 Oil & Gas Refining & Marketing names. PSX ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
329,875 | $81,505,515 | |
| 2 | MPC |
Marathon Petroleum Corp
|
176,389 | $43,070,666 | |
| 3 | PSX |
Phillips 66
This page
|
233,081 | $42,462,696 | |
| 4 | DINO |
HF Sinclair Corp
|
193,111 | $12,048,195 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
96,127 | $6,021,395 | |
| 6 | PBF |
PBF Energy Inc.
|
101,370 | $4,827,239 | |
| 7 | WKC |
World Kinect Corp
|
159,697 | $3,684,209 | |
| 8 | DK |
Delek US Holdings, Inc.
|
5,308 | $239,231 |
All Filings in PSX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,462,696 | 233,081 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $29,339,566 | 227,368 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $31,341,864 | 230,421 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $26,206,869 | 219,672 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $26,332,850 | 213,256 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $32,791,218 | 287,819 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||