Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Phillips 66 PSX Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$42.9M Buy
254,110
+21,029
+9% +$3.62M 0.07% 258
2026
Q1 		$42.4M Buy
233,081
+5,713
+3% +$895K 0.07% 242
2025
Q4 		$29.4M Sell
227,368
-3,053
-1% -$411K 0.05% 304
2025
Q3 		$31.3M Buy
230,421
+10,749
+5% +$1.38M 0.05% 294
2025
Q2 		$26.2M Buy
219,672
+6,416
+3% +$719K 0.05% 325
2025
Q1 		$26.3M Sell
213,256
-74,563
-26% -$9.19M 0.05% 310
2024
Q4 		$32.8M Buy
+287,819
New +$36.6M 0.06% 264

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's PSX Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Phillips 66 (PSX) stake by 9% in Q2 2026, buying an estimated $3.62M and bringing the position to 254,110 shares worth $42.9M. The position accounts for 0.07% of the portfolio, ranked #258.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 254,110 shares of Phillips 66 worth $42.9M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 21,029 Phillips 66 shares in Q2 2026, an estimated $3.62M.
  • Phillips 66 made up 0.07% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #258 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.