Vontobel Holding
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Vontobel Holding’s Phillips 66 PSX Stock Holding History

Vontobel Holding’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 		$6.91M Sell
40,851
-1,526
-4% -$263K 0.02% 385
2026
Q1 		$7.72M Buy
42,377
+2,893
+7% +$453K 0.03% 296
2025
Q4 		$5.1M Buy
39,484
+7,477
+23% +$1.01M 0.02% 385
2025
Q3 		$4.35M Sell
32,007
-2,397
-7% -$307K 0.01% 406
2025
Q2 		$4.1M Buy
34,404
+1,581
+5% +$177K 0.01% 389
2025
Q1 		$4.05M Sell
32,823
-2,554
-7% -$315K 0.01% 345
2024
Q4 		$4.03M Buy
35,377
+3,953
+13% +$503K 0.01% 345
2024
Q3 		$4.13M Buy
31,424
+19,842
+171% +$2.68M 0.01% 349
2024
Q2 		$1.64M Sell
11,582
-1,009
-8% -$149K 0.01% 467
2024
Q1 		$2.06M Sell
12,591
-7,154
-36% -$1.03M 0.02% 436
2023
Q4 		$2.63M Buy
19,745
+1,053
+6% +$126K 0.02% 390
2023
Q3 		$2.25M Buy
18,692
+662
+4% +$74.3K 0.02% 404
2023
Q2 		$1.72M Buy
18,030
+209
+1% +$20.3K 0.02% 471
2023
Q1 		$1.81M Sell
17,821
-2,687
-13% -$273K 0.02% 432
2022
Q4 		$2.09M Sell
20,508
-9,913
-33% -$1.01M 0.02% 401
2022
Q3 		$2.46M Sell
30,421
-24,937
-45% -$2.13M 0.03% 371
2022
Q2 		$4.68M Sell
55,358
-94,364
-63% -$8.73M 0.05% 260
2022
Q1 		$13.1M Buy
149,722
+10,694
+8% +$900K 0.11% 161
2021
Q4 		$10.1M Buy
139,028
+1,545
+1% +$117K 0.08% 190
2021
Q3 		$9.63M Buy
137,483
+5,915
+4% +$428K 0.08% 180
2021
Q2 		$11.2M Sell
131,568
-12,805
-9% -$1.08M 0.1% 167
2021
Q1 		$11.8M Buy
144,373
+6,479
+5% +$508K 0.09% 149
2020
Q4 		$10.5M Buy
+137,894
New +$8.09M 0.07% 169

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vontobel Holding's PSX Position: Q2 2026 in Review

Vontobel Holding reduced its Phillips 66 (PSX) stake by 3.6% in Q2 2026, selling an estimated $263K and leaving 40,851 shares worth $6.91M. The position accounts for 0.02% of the portfolio, ranked #385.

Vontobel Holding first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.1M in Q1 2022. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Vontobel Holding held 40,851 shares of Phillips 66 worth $6.91M as of Q2 2026.
  • Vontobel Holding sold 1,526 Phillips 66 shares in Q2 2026, an estimated $263K.
  • Phillips 66 made up 0.02% of Vontobel Holding's portfolio in Q2 2026, its #385 holding.
  • Vontobel Holding first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Phillips 66 position peaked at $13.1M in Q1 2022.
  • 1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.