HSBC HOLDINGS PLC

CIK

873630

City

LONDON

State / Country

Stock

PSX — Phillips 66

Top Portfolio Positions

2,148 positions · $182,865,480,812 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	74,829,579	$13,050,278,571	7.14%
MSFT	Microsoft Corp Technology	29,268,671	$10,834,383,933	5.92%
AAPL	Apple Inc. Technology	38,798,036	$9,846,553,549	5.38%
GOOGL	Alphabet Inc. Communication Services	23,451,796	$6,743,798,447	3.69%
META	Meta Platforms, Inc. Communication Services	10,619,368	$6,075,659,002	3.32%
AMZN	Amazon Com Inc Consumer Cyclical	27,150,507	$5,654,636,085	3.09%
AVGO	Broadcom Inc. Technology	16,193,653	$5,012,097,529	2.74%
TSLA	Tesla, Inc. Consumer Cyclical	10,772,433	$4,004,651,961	2.19%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	9,657,907	$3,263,889,665	1.78%
UNH	Unitedhealth Group Inc Healthcare	9,607,849	$2,599,787,854	1.42%

Portfolio Trend

25 quarters · across all stocks

Holdings in PSX

Compact Export CSV

Shares Held

Position Value (USD)

38 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$161,030,170	883,907	+2295.4%	Shares	Defined	2026-04-30
2026-03-31	$6,722,442	36,900	-70.4%	Call	Defined	2026-04-30
2026-03-31	$22,736,064	124,800	-85.5%	Put	Defined	2026-04-30
2025-12-31	$111,033,620	860,459	-16.4%	Shares	Other	2026-03-20
2025-09-30	$139,979,265	1,029,108	+0.8%	Shares	Other	2025-11-13
2025-06-30	$121,819,729	1,021,121	-30.0%	Shares	Sole	2025-08-13
2025-03-31	$180,215,471	1,459,471	-10.4%	Shares	Sole	2025-05-14
2024-12-31	$185,634,685	1,629,375	+6.3%	Shares	Sole	2025-02-14
2024-09-30	$201,405,183	1,532,181	+10.4%	Shares	Sole	2024-11-14
2024-06-30	$196,001,408	1,388,407	+14.7%	Shares	Sole	2024-08-12
2024-03-31	$197,759,489	1,210,723	-9.7%	Shares	Sole	2024-05-15
2023-12-31	$178,592,526	1,341,389	+32.1%	Shares	Sole	2024-02-12
2023-09-30	$122,039,954	1,015,730	+1549.4%	Shares	Sole	2023-11-13
2023-09-30	$7,398,957	61,581	-95.0%	Put	Sole	2023-11-13
2023-06-30	$116,544,719	1,221,899	+13.1%	Shares	Sole	2023-08-11
2023-03-31	$109,514,318	1,080,236	+11902.6%	Shares	Defined	2023-05-15
2023-03-31	$912,420	9,000	-28.6%	Call	Defined	2023-05-15
2022-12-31	$1,311,408	12,600	-99.0%	Call	Defined	2023-02-14
2022-12-31	$137,871,335	1,324,667	+33016.7%	Shares	Sole	2023-02-14
2022-09-30	$322,880	4,000	-99.6%	Call	Defined	2022-11-14
2022-09-30	$72,174,328	894,132	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$74,314,582	906,386	+13036.0%	Shares	Other	2022-08-11
2022-06-30	$565,731	6,900	-99.3%	Call	Defined	2022-08-11
2022-03-31	$79,885,519	924,708	+65950.6%	Shares	Defined	2022-05-16
2022-03-31	$120,946	1,400	-99.8%	Call	Defined	2022-05-16
2021-12-31	$50,881,116	702,196	-3.7%	Shares	Sole	2022-02-11
2021-09-30	$51,089,398	729,536	+12.9%	Shares	Other	2021-11-12
2021-06-30	$55,448,726	646,105	-25.0%	Shares	Defined	2021-08-13
2021-03-31	$70,204,059	860,977	-17.9%	Shares	Sole	2021-05-14
2020-12-31	$73,357,053	1,048,857	+1064.1%	Shares	Defined	2021-02-25
2020-12-31	$6,301,594	90,100	-90.1%	Put	Defined	2021-02-25
2020-09-30	$47,417,472	914,689	+915.2%	Shares	Sole	2020-11-12
2020-09-30	$4,670,784	90,100	-4.9%	Put	Defined	2020-11-12
2020-06-30	$6,808,930	94,700	-88.5%	Put	Defined	2020-08-14
2020-06-30	$59,217,483	823,609	+1451.1%	Shares	Defined	2020-08-14
2020-03-31	$2,848,815	53,100	-92.3%	Put	Defined	2020-05-15
2020-03-31	$36,811,354	686,139	+10296.0%	Shares	Defined	2020-05-15
2020-03-31	$354,090	6,600	—	Call	Defined	2020-05-15
No 13F history on record for this holder in this stock.