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Leonteq Securities AG’s Phillips 66 PSX Stock Holding History

Leonteq Securities AG’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,611
Closed -$658K – 1360
2026
Q1 		$658K Sell
3,611
-1,525
-30% -$239K 0.02% 359
2025
Q4 		$663K Buy
5,136
+2,929
+133% +$394K 0.02% 405
2025
Q3 		$300K Sell
2,207
-2,814
-56% -$361K 0.01% 522
2025
Q2 		$599K Buy
5,021
+1,072
+27% +$120K 0.02% 353
2025
Q1 		$490K Sell
3,949
-1,684
-30% -$208K 0.03% 365
2024
Q4 		$642K Buy
5,633
+2,797
+99% +$356K 0.04% 310
2024
Q3 		$373K Buy
2,836
+1,246
+78% +$168K 0.03% 373
2024
Q2 		$224K Buy
+1,590
New +$235K 0.02% 456
2024
Q1 		– Sell
-792
Closed -$105K – 1260
2023
Q4 		$105K Sell
792
-1,588
-67% -$190K 0.01% 622
2023
Q3 		$286K Sell
2,380
-20,371
-90% -$2.29M 0.02% 456
2023
Q2 		$2.17M Buy
22,751
+8,406
+59% +$817K 0.11% 185
2023
Q1 		$1.45M Sell
14,345
-3,645
-20% -$371K 0.07% 229
2022
Q4 		$1.87M Sell
17,990
-13,905
-44% -$1.42M 0.07% 209
2022
Q3 		$2.57M Buy
31,895
+3,019
+10% +$257K 0.1% 161
2022
Q2 		$2.37M Buy
28,876
+5,538
+24% +$512K 0.09% 179
2022
Q1 		$2.02M Buy
23,338
+20,422
+700% +$1.72M 0.07% 201
2021
Q4 		$211K Sell
2,916
-18,009
-86% -$1.36M 0.01% 613
2021
Q3 		$1.47M Buy
20,925
+16,805
+408% +$1.22M 0.06% 244
2021
Q2 		$354K Sell
4,120
-3,064
-43% -$259K 0.02% 458
2021
Q1 		$586K Sell
7,184
-4,064
-36% -$319K 0.03% 355
2020
Q4 		$787K Buy
+11,248
New +$660K 0.04% 323

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leonteq Securities AG's PSX Position: Q2 2026 in Review

Leonteq Securities AG sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 3,611 shares — an estimated $658K sold.

Leonteq Securities AG first reported a position in PSX in Q4 2020 and held it in 21 quarters. The position peaked at $2.57M in Q3 2022. 2,096 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Leonteq Securities AG reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Leonteq Securities AG sold 3,611 Phillips 66 shares in Q2 2026, an estimated $658K.
  • Leonteq Securities AG first reported a position in Phillips 66 in Q4 2020 and held it in 21 quarters.
  • Leonteq Securities AG's Phillips 66 position peaked at $2.57M in Q3 2022.
  • 2,096 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.