Phillips 66
US ˙ NYSE ˙ US7185461040

SecurityPSX / Phillips 66
InstitutionApriem Advisors
Latest Disclosed Ownership1,500 shares
Latest Disclosed Value $ 273,270
Apriem Advisors ownership in PSX / Phillips 66

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 1,500 shares of Phillips 66 (US:PSX) valued at $273,270 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 0 shares of Phillips 66. The current value of the position is $277,020 USD.

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)
2026-05-14 2026-03-31 13F PHILLIPS 66 COM 718546104 1,500 1,500 273 0.0261
2026-02-13 2025-12-31 13F PHILLIPS 66 COM 718546104 0 -1,521 -100.00 0 -100.00
2025-11-10 2025-09-30 13F PHILLIPS 66 COM 718546104 1,521 1,521 207 0.0196
2025-05-15 2025-03-31 13F PHILLIPS 66 COM 718546104 0 -2,368 -100.00 0 -100.00
2025-02-05 2024-12-31 13F PHILLIPS 66 COM 718546104 2,368 210 9.73 270 -4.95 0.0309
2024-11-14 2024-09-30 13F PHILLIPS 66 COM 718546104 2,158 0 0.00 284 -6.91 0.0331
2024-08-14 2024-06-30 13F PHILLIPS 66 COM 718546104 2,158 -304 -12.35 305 -24.38 0.0373
2024-05-15 2024-03-31 13F PHILLIPS 66 COM 718546104 2,462 -605 -19.73 402 -1.47 0.0505
2024-02-14 2023-12-31 13F PHILLIPS 66 COM 718546104 3,067 0 0.00 408 10.87 0.0546
2023-11-13 2023-09-30 13F PHILLIPS 66 COM 718546104 3,067 0 0.00 368 26.03 0.0540
2023-08-08 2023-06-30 13F PHILLIPS 66 COM 718546104 3,067 0 0.00 293 -5.81 0.0439
2023-05-12 2023-03-31 13F PHILLIPS 66 COM 718546104 3,067 605 24.57 311 21.09 0.0497
2023-02-13 2022-12-31 13F PHILLIPS 66 COM 718546104 2,462 2,462 256 0.0444
2022-08-08 2022-06-30 13F PHILLIPS 66 COM 718546104 0 -2,800 -100.00 0 -100.00
2022-05-10 2022-03-31 13F PHILLIPS 66 COM 718546104 2,800 2,800 242 0.0355
2020-05-07 2020-03-31 13F PHILLIPS 66 COM 718546104 0 -2,756 -100.00 0 -100.00
2020-02-10 2019-12-31 13F PHILLIPS 66 COM 718546104 2,756 0 0.00 307 8.87 0.0589
2019-11-12 2019-09-30 13F PHILLIPS 66 COM 718546104 2,756 150 5.76 282 15.57 0.0625
2019-08-14 2019-06-30 13F PHILLIPS 66 COM 718546104 2,606 200 8.31 244 6.55 0.0764
2019-05-15 2019-03-31 13F PHILLIPS 66 COM 718546104 2,406 0 0.00 229 10.63 0.0606
2019-02-19 2018-12-31 13F PHILLIPS 66 COM 718546104 2,406 31 1.31 207 -22.76 0.0728
2018-11-14 2018-09-30 13F PHILLIPS 66 cs 718546104 2,375 -150 -5.94 268 -5.63 0.0587
2018-08-14 2018-06-30 13F PHILLIPS 66 cs 718546104 2,525 -300 -10.62 284 4.80 0.0638
2018-05-11 2018-03-31 13F PHILLIPS 66 cs 718546104 2,825 0 0.00 271 -5.24 0.0661
2018-02-14 2017-12-31 13F PHILLIPS 66 cs 718546104 2,825 -155 -5.20 286 4.76 0.0709
2017-11-14 2017-09-30 13F PHILLIPS 66 cs 718546104 2,980 188 6.73 273 18.18 0.0679
2017-08-04 2017-06-30 13F PHILLIPS 66 cs 718546104 2,792 362 14.90 231 19.69 0.0612
2017-05-13 2017-03-31 13F PHILLIPS 66 cs 718546104 2,430 300 14.08 193 4.89 0.0524
2017-02-14 2016-12-31 13F PHILLIPS 66 cs 718546104 2,130 925 76.76 184 89.69 0.0546
2016-11-14 2016-09-30 13F PHILLIPS 66 cs 718546104 1,205 1,200 24,000.00 97 0.0289
2016-08-12 2016-06-30 13F PHILLIPS 66 cs 718546104 5 5 0.00 0 0.0000
2015-08-14 2015-06-30 13F PHILLIPS 66 cs 718546104 0 -100 -100.00 0 -100.00
2015-05-07 2015-03-31 13F PHILLIPS 66 cs 718546104 100 0 0.00 8 14.29 0.0028
2015-02-12 2014-12-31 13F PHILLIPS 66 cs 718546104 100 -50 -33.33 7 -41.67 0.0026
2014-11-10 2014-09-30 13F PHILLIPS 66 cs 718546104 150 -8,444 -98.25 12 -98.26 0.0046
2014-08-11 2014-06-30 13F PHILLIPS 66 cs 718546104 8,594 0 0.00 691 4.38 0.2638
2014-05-13 2014-03-31 13F PHILLIPS 66 cs 718546104 8,594 -216 -2.45 662 -2.65 0.2504
2014-02-14 2013-12-31 13F PHILLIPS 66 cs 718546104 8,810 216 2.51 680 36.82 0.2664
2013-11-06 2013-09-30 13F PHILLIPS 66 cs 718546104 8,594 4,800 126.52 497 121.88 0.2157
2013-08-15 2013-06-30 13F PHILLIPS 66 cs 718546104 3,794 3,794 224 0.1097
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.