Phillips 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionCypress Wealth Services, LLC
Latest Disclosed Ownership1,266 shares
Latest Disclosed Value $ 230,616
Cypress Wealth Services, LLC ownership in PSX / Phillips 66

On April 15, 2026 - Cypress Wealth Services, LLC filed a 13F-HR form disclosing ownership of 1,266 shares of Phillips 66 (MX:PSX) valued at $230,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on October 23, 2020 disclosing 0 shares of Phillips 66.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F PHILLIPS 66 COM 718546104 1,266 1,266 231 0.0326
2020-10-23 2020-09-30 13F PHILLIPS 66 COM 718546104 0 -9,011 -100.00 0 -100.00
2020-07-15 2020-06-30 13F PHILLIPS 66 COM 718546104 9,011 85 0.95 648 35.28 0.1542
2020-04-28 2020-03-31 13F/A-1 PHILLIPS 66 COM 718546104 8,926 281 3.25 479 -50.26 0.1410
2020-04-10 2020-03-31 13F PHILLIPS 66 COM 718546104 8,926 -3,248 479 141,770.5034
2020-01-14 2019-12-31 13F PHILLIPS 66 COM 718546104 8,645 -4 -0.05 963 8.69 0.2429
2019-10-16 2019-09-30 13F PHILLIPS 66 COM 718546104 8,649 30 0.35 886 9.93 0.2431
2019-07-24 2019-06-30 13F PHILLIPS 66 COM 718546104 8,619 90 1.06 806 -0.74 0.2326
2019-04-19 2019-03-31 13F PHILLIPS 66 COM 718546104 8,529 -303 -3.43 812 6.70 0.2571
2019-01-22 2018-12-31 13F PHILLIPS 66 COM 718546104 8,832 29 0.33 761 -23.29 0.3017
2018-10-19 2018-09-30 13F PHILLIPS 66 COM 718546104 8,803 4 0.05 992 0.40 0.3548
2018-08-06 2018-06-30 13F PHILLIPS 66 COM 718546104 8,799 790 9.86 988 28.65 0.3753
2018-05-01 2018-03-31 13F PHILLIPS 66 COM 718546104 8,009 0 0.00 768 -5.19 0.3277
2018-02-05 2017-12-31 13F PHILLIPS 66 COM 718546104 8,009 8,009 810 0.3364
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.