Phillips 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionInvestors Research Corp
Latest Disclosed Ownership4,692 shares
Latest Disclosed Value $ 854,789
Investors Research Corp reports 1.76% decrease in ownership of PSX / Phillips 66

On April 3, 2026 - Investors Research Corp filed a 13F-HR form disclosing ownership of 4,692 shares of Phillips 66 (MX:PSX) valued at $854,789 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 4,776 shares of Phillips 66. This represents a change in shares of -1.76% 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)
2026-04-03 2026-03-31 13F PHILLIPS 66 COM 718546104 4,692 -84 -1.76 855 38.64 0.1577
2026-01-06 2025-12-31 13F PHILLIPS 66 COM 718546104 4,776 0 0.00 616 -5.08 0.1129
2025-10-02 2025-09-30 13F PHILLIPS 66 COM 718546104 4,776 0 0.00 650 14.06 0.1202
2025-07-07 2025-06-30 13F PHILLIPS 66 COM 718546104 4,776 0 0.00 570 -3.40 0.1117
2025-04-08 2025-03-31 13F PHILLIPS 66 COM 718546104 4,776 0 0.00 590 8.27 0.1277
2025-02-07 2024-12-31 13F PHILLIPS 66 COM 718546104 4,776 0 0.00 544 -13.24 0.1195
2024-11-12 2024-09-30 13F PHILLIPS 66 COM 718546104 4,776 0 0.00 628 -6.97 0.1372
2024-07-31 2024-06-30 13F PHILLIPS 66 COM 718546104 4,776 0 0.00 674 -13.59 0.1575
2024-05-06 2024-03-31 13F PHILLIPS 66 COM 718546104 4,776 -3,658 -43.37 780 -30.48 0.1824
2024-01-30 2023-12-31 13F PHILLIPS 66 COM 718546104 8,434 194 2.35 1,123 13.33 0.2710
2023-11-01 2023-09-30 13F PHILLIPS 66 COM 718546104 8,240 -1,102 -11.80 990 11.11 0.2585
2023-08-14 2023-06-30 13F PHILLIPS 66 COM 718546104 9,342 -75 -0.80 891 -6.60 0.2249
2023-05-11 2023-03-31 13F PHILLIPS 66 COM 718546104 9,417 -200 -2.08 955 -4.60 0.2480
2023-02-06 2022-12-31 13F PHILLIPS 66 COM 718546104 9,617 -106 -1.09 1,001 27.39 0.2708
2022-11-10 2022-09-30 13F PHILLIPS 66 COM 718546104 9,723 0 0.00 785 -1.51 0.2404
2022-07-21 2022-06-30 13F PHILLIPS 66 COM 718546104 9,723 0 0.00 797 -5.12 0.2396
2022-04-13 2022-03-31 13F PHILLIPS 66 COM 718546104 9,723 0 0.00 840 19.15 0.2372
2022-01-27 2021-12-31 13F PHILLIPS 66 COM 718546104 9,723 0 0.00 705 3.52 0.2134
2021-10-27 2021-09-30 13F PHILLIPS 66 COM 718546104 9,723 0 0.00 681 -18.35 0.2299
2021-07-29 2021-06-30 13F PHILLIPS 66 COM 718546104 9,723 0 0.00 834 5.17 0.2885
2021-04-28 2021-03-31 13F PHILLIPS 66 COM 718546104 9,723 -300 -2.99 793 13.12 0.2987
2021-01-21 2020-12-31 13F PHILLIPS 66 COM 718546104 10,023 0 0.00 701 34.81 0.2759
2020-10-20 2020-09-30 13F PHILLIPS 66 COM 718546104 10,023 -50 -0.50 520 -28.18 0.2524
2020-07-21 2020-06-30 13F PHILLIPS 66 COM 718546104 10,073 0 0.00 724 34.07 0.3633
2020-05-05 2020-03-31 13F PHILLIPS 66 COM 718546104 10,073 8,425 511.23 540 193.48 0.3370
2020-02-11 2019-12-31 13F PHILLIPS 66 COM 718546104 1,648 0 0.00 184 8.88 0.0849
2019-10-22 2019-09-30 13F PHILLIPS 66 COM 718546104 1,648 126 8.28 169 19.01 0.0857
2019-07-08 2019-06-30 13F PHILLIPS 66 COM 718546104 1,522 0 0.00 142 -2.07 0.0742
2019-04-23 2019-03-31 13F PHILLIPS 66 COM 718546104 1,522 1,522 145 0.0773
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.