Phillips 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership19,719 shares
Latest Disclosed Value $ 3,592,407
IFP Advisors, Inc reports 103.69% increase in ownership of PSX / Phillips 66

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 19,719 shares of Phillips 66 (MX:PSX) valued at $3,592,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9,681 shares of Phillips 66. This represents a change in shares of 103.69% during the quarter.

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)
2026-04-13 2026-03-31 13F PHILLIPS 66 cs 718546104 19,719 10,038 103.69 3,592 187.59 0.0745
2026-02-06 2025-12-31 13F PHILLIPS 66 cs 718546104 9,681 1,388 16.74 1,249 10.73 0.0280
2026-02-06 2025-09-30 13F/A-1 PHILLIPS 66 cs 718546104 8,293 544 7.02 1,128 14.40 0.0293
2025-12-02 2025-09-30 13F PHILLIPS 66 cs 718546104 8,294 545 1,128 0.0291
2025-07-24 2025-06-30 13F PHILLIPS 66 cs 718546104 7,749 -11,379 -59.49 987 -58.26 0.0280
2025-05-05 2025-03-31 13F PHILLIPS 66 cs 718546104 19,128 11,910 165.00 2,362 187.35 0.0728
2025-02-04 2024-12-31 13F PHILLIPS 66 cs 718546104 7,218 38 0.53 823 -12.83 0.0269
2025-02-04 2024-09-30 13F PHILLIPS 66 cs 718546104 7,180 966 15.55 944 7.53 0.0340
2024-07-30 2024-06-30 13F PHILLIPS 66 cs 718546104 6,214 -542 -8.02 877 -20.49 0.0348
2024-07-30 2024-03-31 13F PHILLIPS 66 cs 718546104 6,756 233 3.57 1,104 27.07 0.0484
2024-01-09 2023-12-31 13F PHILLIPS 66 cs 718546104 6,523 -10 -0.15 868 10.71 0.0410
2023-10-12 2023-09-30 13F PHILLIPS 66 cs 718546104 6,533 -605 -8.48 785 15.29 0.0353
2023-08-14 2023-06-30 13F/A-1 PHILLIPS 66 cs 718546104 7,138 10 0.14 681 -19.81 0.0285
2023-08-04 2023-06-30 13F PHILLIPS 66 cs 718546104 7,138 10 849 0.0393
2023-04-18 2023-03-31 13F PHILLIPS 66 cs 718546104 7,128 -7,418 -51.00 848 84,700.00 0.0369
2023-02-07 2022-12-31 13F PHILLIPS 66 cs 718546104 14,546 -17,500 -54.61 2 -99.97 0.0466
2022-11-08 2022-09-30 13F PHILLIPS 66 cs 718546104 32,046 2,261 7.59 3,849 7.51 0.1003
2022-09-06 2022-06-30 13F/A-1 PHILLIPS 66 cs 718546104 29,785 0 0.00 3,580 0.00 0.1148
2022-09-06 2022-03-31 13F/A-1 PHILLIPS 66 cs 718546104 29,785 19,309 184.32 3,580 372.30 0.1148
2022-08-08 2022-03-31 13F PHILLIPS 66 COM Stock 718546104 26,518 16,042 3,173 0.0648
2022-01-12 2021-12-31 13F PHILLIPS 66 COM Stock 718546104 10,476 -536 -4.87 758 -2.19 0.0148
2021-10-06 2021-09-30 13F PHILLIPS 66 COM Stock 718546104 11,012 -1,003 -8.35 775 -24.90 0.0155
2021-07-13 2021-06-30 13F PHILLIPS 66 COM Stock 718546104 12,015 -286 -2.33 1,032 2.89 0.0214
2021-04-30 2021-03-31 13F PHILLIPS 66 COM Stock 718546104 12,301 576 4.91 1,003 22.32 0.0195
2021-01-25 2020-12-31 13F PHILLIPS 66 COM Stock 718546104 11,725 863 7.95 820 44.11 0.0332
2020-10-29 2020-09-30 13F PHILLIPS 66 COM Stock 718546104 10,862 817 8.13 569 -17.66 0.0340
2020-08-05 2020-06-30 13F PHILLIPS 66 COM Stock 718546104 10,045 1,745 21.02 691 52.20 0.0548
2020-05-12 2020-03-31 13F PHILLIPS 66 COM Stock 718546104 8,300 -1,060 -11.32 454 -56.35 0.0458
2020-01-17 2019-12-31 13F PHILLIPS 66 COM Stock 718546104 9,360 -1,425 -13.21 1,040 -7.14 0.0782
2019-11-07 2019-09-30 13F PHILLIPS 66 COM Stock 718546104 10,785 5,256 95.06 1,120 111.32 0.0750
2019-05-15 2019-03-31 13F PHILLIPS 66 Stock 718546104 5,529 -6,311 -53.30 530 -47.32 0.0724
2019-06-03 2018-12-31 13F/A-10 PHILLIPS 66 Stock 718546104 11,840 -2,673 -18.42 1,006 -38.51 0.0613
2019-01-23 2018-12-31 13F PHILLIPS 66 Stock 718546104 11,840 -2,673 1,006 0.0613
2019-06-03 2018-09-30 13F/A-9 PHILLIPS 66 Stock 718546104 14,513 1,914 15.19 1,636 15.62 0.0667
2018-10-25 2018-09-30 13F PHILLIPS 66 Stock 718546104 14,513 1,914 1,636 0.0667
2019-06-03 2018-06-30 13F/A-8 PHILLIPS 66 Stock 718546104 12,599 -1,048 -7.68 1,415 2.54 0.0595
2018-08-07 2018-06-30 13F PHILLIPS 66 Stock 718546104 12,599 -1,824 1,415
2019-06-03 2018-03-31 13F/A-7 PHILLIPS 66 COM Stock 718546104 13,647 0 0.00 1,380 0.00 0.0626
2018-05-09 2018-03-31 13F PHILLIPS 66 Stock 718546104 13,365 -282 1,282
2019-06-03 2017-12-31 13F/A-6 PHILLIPS 66 COM Stock 718546104 13,647 -18,369 -57.37 1,380 -52.95 0.0626
2018-01-24 2017-12-31 13F PHILLIPS 66 COM Stock 718546104 13,647 -18,369 1,380
2017-10-30 2017-09-30 13F PHILLIPS 66 COM Stock 718546104 32,016 -2,228 -6.51 2,933 3.57 0.1165
2019-06-03 2017-06-30 13F/A-5 PHILLIPS 66 COM Stock 718546104 34,244 -1,404 -3.94 2,832 0.28 0.1201
2017-07-31 2017-06-30 13F PHILLIPS 66 COM Stock 718546104 34,244 -1,404 2,832
2019-06-03 2017-03-31 13F/A-4 PHILLIPS 66 COM Stock 718546104 35,648 201 0.57 2,824 -7.80 0.1230
2017-04-26 2017-03-31 13F PHILLIPS 66 COM Stock 718546104 35,648 201 2,824
2019-06-03 2016-12-31 13F/A-3 PHILLIPS 66 COM Stock 718546104 35,447 2,298 6.93 3,063 14.72 0.1478
2017-02-14 2016-12-31 13F PHILLIPS 66 COM Stock 718546104 35,447 2,298 3,063
2016-11-04 2016-09-30 13F PHILLIPS 66 COM Stock 718546104 33,149 3,406 11.45 2,670 13.14 0.1388
2019-06-03 2016-06-30 13F/A-2 PHILLIPS 66 COM Stock 718546104 29,743 24,214 437.95 2,360 345.28 0.1318
2016-08-22 2016-06-30 13F PHILLIPS 66 COM Stock 718546104 29,743 29,731 2,360
2019-06-03 2016-03-31 13F/A-1 PHILLIPS 66 Stock 718546104 5,529 -18,754 -77.23 530 -73.31 0.0724
2016-05-02 2016-03-31 13F PHILLIPS 66 COM Stock 718546104 22,064 -2,219 1,911
2016-02-11 2015-12-31 13F PHILLIPS 66 Stock 718546104 24,283 24,283 1,986 0.1333
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.