Lombard Odier Asset Management (Switzerland)’s Phillips 66 PSX Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$855K	Sell	5,056 -600	-11%	-$103K	0.03%	328
2026 Q1	$1.03M	Buy	+5,656	New	+$886K	0.04%	296
2023 Q2	–	Sell	-3,157	Closed	-$320K	–	324
2023 Q1	$320K	Buy	+3,157	New	+$321K	0.03%	334
2022 Q1	–	Sell	-5,027	Closed	-$364K	–	341
2021 Q4	$364K	Buy	+5,027	New	+$380K	0.02%	283
2021 Q3	–	Sell	-3,699	Closed	-$317K	–	415
2021 Q2	$317K	Buy	3,699 +769	+26%	+$64.9K	0.02%	415
2021 Q1	$239K	Buy	+2,930	New	+$230K	0.02%	357
2020 Q4	–	Sell	-11,909	Closed	-$617K	–	305
2020 Q3	$617K	Sell	11,909 -4,008	-25%	-$245K	0.06%	198
2020 Q2	$1.14M	Buy	15,917 +7,739	+95%	+$548K	0.18%	85
2020 Q1	$439K	Sell	8,178 -31,922	-80%	-$2.6M	0.06%	220
2019 Q4	$4.47M	Buy	40,100 +17,681	+79%	+$1.99M	0.42%	55
2019 Q3	$2.3M	Buy	+22,419	New	+$2.25M	0.25%	72
2019 Q2	–	Sell	-4,443	Closed	-$423K	–	384
2019 Q1	$423K	Sell	4,443 -3,653	-45%	-$347K	0.04%	258
2018 Q4	$697K	Sell	8,096 -10,948	-57%	-$1.07M	0.08%	190
2018 Q3	$2.15M	Buy	19,044 +3,792	+25%	+$438K	0.21%	98
2018 Q2	$1.71M	Sell	15,252 -4,089	-21%	-$460K	0.18%	118
2018 Q1	$1.85M	Buy	19,341 +1,440	+8%	+$140K	0.19%	104
2017 Q4	$1.81M	Buy	+17,901	New	+$1.7M	0.18%	133
2016 Q3	–	Sell	-15,154	Closed	-$1.2M	–	241
2016 Q2	$1.2M	Sell	15,154 -243	-2%	-$19.8K	0.16%	101
2016 Q1	$1.33M	Buy	+15,397	New	+$1.25M	0.16%	102
2015 Q4	–	Sell	-7,341	Closed	-$564K	–	462
2015 Q3	$564K	Sell	7,341 -510	-6%	-$40.5K	0.05%	161
2015 Q2	$632K	Buy	7,851 +3,894	+98%	+$309K	0.05%	251
2015 Q1	$313K	Buy	+3,957	New	+$290K	0.03%	319
2014 Q4	–	Sell	-57,391	Closed	-$4.69M	–	620
2014 Q3	$4.69M	Buy	57,391 +52,285	+1,024%	+$4.35M	0.12%	184
2014 Q2	$409K	Buy	+5,106	New	+$421K	0.05%	257

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s PSX Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) reduced its Phillips 66 (PSX) stake by 11% in Q2 2026, selling an estimated $103K and leaving 5,056 shares worth $855K. The position accounts for 0.03% of the portfolio, ranked #328.

Lombard Odier Asset Management (Switzerland) first reported a position in PSX in Q2 2014 and has held it in 24 quarters since. The position peaked at $4.69M in Q3 2014. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Lombard Odier Asset Management (Switzerland) held 5,056 shares of Phillips 66 worth $855K as of Q2 2026.
Lombard Odier Asset Management (Switzerland) sold 600 Phillips 66 shares in Q2 2026, an estimated $103K.
Phillips 66 made up 0.03% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #328 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Phillips 66 in Q2 2014 and has held it in 24 quarters since.
Lombard Odier Asset Management (Switzerland)'s Phillips 66 position peaked at $4.69M in Q3 2014.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.