Phillips 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership69,768 shares
Latest Disclosed Value $ 12,710,379
Visionary Wealth Advisors reports 4.74% decrease in ownership of PSX / Phillips 66

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 69,768 shares of Phillips 66 (MX:PSX) valued at $12,710,379 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 73,238 shares of Phillips 66. This represents a change in shares of -4.74% 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)
2026-05-13 2026-03-31 13F PHILLIPS 66 COM 718546104 69,768 -3,470 -4.74 12,710 34.50 0.5623
2026-02-13 2025-12-31 13F PHILLIPS 66 COM 718546104 73,238 -372 -0.51 9,451 -5.61 0.4258
2025-11-13 2025-09-30 13F PHILLIPS 66 COM 718546104 73,610 -2,887 -3.77 10,012 9.71 0.4670
2025-08-14 2025-06-30 13F PHILLIPS 66 COM 718546104 76,497 4,405 6.11 9,126 2.53 0.4661
2025-05-14 2025-03-31 13F PHILLIPS 66 COM 718546104 72,092 3,770 5.52 8,902 14.36 0.5344
2025-02-14 2024-12-31 13F PHILLIPS 66 COM 718546104 68,322 806 1.19 7,784 -12.29 0.4564
2024-11-12 2024-09-30 13F PHILLIPS 66 COM 718546104 67,516 6,659 10.94 8,875 3.29 0.5401
2024-08-13 2024-06-30 13F PHILLIPS 66 COM 718546104 60,857 1,592 2.69 8,591 -11.25 0.5616
2024-05-15 2024-03-31 13F PHILLIPS 66 COM 718546104 59,265 -10,297 -14.80 9,680 4.52 0.6534
2024-02-14 2023-12-31 13F PHILLIPS 66 COM 718546104 69,562 -422 -0.60 9,262 10.15 0.6806
2023-11-13 2023-09-30 13F PHILLIPS 66 COM 718546104 69,984 -3,176 -4.34 8,409 20.51 0.6813
2023-08-11 2023-06-30 13F PHILLIPS 66 COM 718546104 73,160 -1,023 -1.38 6,978 -7.22 0.5585
2023-05-15 2023-03-31 13F/A-1 PHILLIPS 66 COM 718546104 74,183 -1,457 -1.93 7,521 -4.48 0.6373
2023-05-15 2023-03-31 13F PHILLIPS 66 COM 718546104 74,183 -1,457 8 0.6373
2023-02-14 2022-12-31 13F PHILLIPS 66 COM 718546104 75,640 2,282 3.11 7,873 32.97 0.7267
2022-11-14 2022-09-30 13F PHILLIPS 66 COM 718546104 73,358 3,893 5.60 5,921 3.97 0.6150
2022-08-12 2022-06-30 13F PHILLIPS 66 COM 718546104 69,465 5,595 8.76 5,695 3.21 0.5111
2022-05-12 2022-03-31 13F PHILLIPS 66 COM 718546104 63,870 6,785 11.89 5,518 33.41 0.4439
2022-02-14 2021-12-31 13F PHILLIPS 66 COM 718546104 57,085 2,837 5.23 4,136 8.87 0.3391
2021-11-12 2021-09-30 13F PHILLIPS 66 COM 718546104 54,248 23,782 78.06 3,799 45.28 0.3911
2021-08-13 2021-06-30 13F PHILLIPS 66 COM 718546104 30,466 178 0.59 2,615 5.87 0.2628
2021-05-18 2021-03-31 13F PHILLIPS 66 COM 718546104 30,288 -1,403 -4.43 2,470 11.46 0.2598
2021-02-16 2020-12-31 13F PHILLIPS 66 COM 718546104 31,691 1,983 6.67 2,216 43.90 0.2485
2020-11-16 2020-09-30 13F PHILLIPS 66 COM 718546104 29,708 2,965 11.09 1,540 -19.96 0.2170
2020-08-14 2020-06-30 13F PHILLIPS 66 COM 718546104 26,743 2,246 9.17 1,924 46.42 0.2930
2020-05-15 2020-03-31 13F PHILLIPS 66 COM 718546104 24,497 19,001 345.72 1,314 114.71 0.2477
2020-02-14 2019-12-31 13F PHILLIPS 66 COM 718546104 5,496 5,496 612 0.1095
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.