Phillips 66
US ˙ NYSE ˙ US7185461040

SecurityPSX / Phillips 66
InstitutionMcIlrath & Eck, LLC
Latest Disclosed Ownership945 shares
Latest Disclosed Value $ 172,212
McIlrath & Eck, LLC reports 16.67% decrease in ownership of PSX / Phillips 66

On May 19, 2026 - McIlrath & Eck, LLC filed a 13F-HR form disclosing ownership of 945 shares of Phillips 66 (US:PSX) valued at $172,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,134 shares of Phillips 66. This represents a change in shares of -16.67% during the quarter. The current value of the position is $174,523 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)
2026-05-19 2026-03-31 13F PHILLIPS 66 COM COMMON STOCK 718546104 945 -189 -16.67 172 17.81 0.0128
2026-02-03 2025-12-31 13F PHILLIPS 66 COM 718546104 1,134 50 4.61 146 -0.68 0.0136
2025-10-22 2025-09-30 13F PHILLIPS 66 OM 718546104 1,084 100 10.16 147 25.64 0.0152
2025-08-14 2025-06-30 13F PHILLIPS 66 COM 718546104 984 1 0.10 117 -3.31 0.0134
2025-05-16 2025-03-31 13F PHILLIPS 66 COM 718546104 983 -211 -17.67 121 -11.03 0.0149
2025-02-18 2024-12-31 13F PHILLIPS 66 COM 718546104 1,194 28 2.40 136 -11.11 0.0173
2024-11-19 2024-09-30 13F PHILLIPS 66 COM 718546104 1,166 2 0.17 153 -6.71 0.0197
2024-08-14 2024-06-30 13F PHILLIPS 66 COM 718546104 1,164 67 6.11 164 -8.38 0.0244
2024-05-10 2024-03-31 13F PHILLIPS 66 COM 718546104 1,097 1 0.09 179 23.45 0.0284
2024-02-06 2023-12-31 13F PHILLIPS 66 COM 718546104 1,096 58 5.59 146 16.94 0.0257
2023-11-16 2023-09-30 13F PHILLIPS 66 COM 718546104 1,038 115 12.46 125 42.53 0.0251
2023-08-07 2023-06-30 13F PHILLIPS 66 COM 718546104 923 1 0.11 88 -6.45 0.0184
2023-05-09 2023-03-31 13F PHILLIPS 66 COM 718546104 922 0 0.00 93 -2.11 0.0218
2023-02-15 2022-12-31 13F PHILLIPS 66 COM 718546104 922 1 0.11 96 28.38 0.0247
2022-10-18 2022-09-30 13F PHILLIPS 66 COM 718546104 921 0 0.00 74 -2.63 0.0203
2022-07-29 2022-06-30 13F PHILLIPS 66 COM 718546104 921 0 0.00 76 -5.00 0.0236
2022-05-11 2022-03-31 13F PHILLIPS 66 COM 718546104 921 1 0.11 80 19.40 0.0231
2022-02-08 2021-12-31 13F PHILLIPS 66 COM 718546104 920 0 0.00 67 4.69 0.0181
2021-11-12 2021-09-30 13F PHILLIPS 66 COM 718546104 920 1 0.11 64 -18.99 0.0191
2021-08-09 2021-06-30 13F PHILLIPS 66 COM 718546104 919 0 0.00 79 5.33 0.0240
2021-05-12 2021-03-31 13F PHILLIPS 66 COM 718546104 919 1 0.11 75 17.19 0.0261
2021-02-05 2020-12-31 13F PHILLIPS 66 COM 718546104 918 -48 -4.97 64 28.00 0.0237
2020-11-13 2020-09-30 13F PHILLIPS 66 COM 718546104 966 0 0.00 50 -27.54 0.0214
2020-08-04 2020-06-30 13F PHILLIPS 66 COM 718546104 966 -19 -1.93 69 30.19 0.0320
2020-05-14 2020-03-31 13F PHILLIPS 66 COM 718546104 985 0 0.00 53 -51.82 0.0295
2020-02-11 2019-12-31 13F PHILLIPS 66 COM 718546104 985 284 40.51 110 52.78 0.0528
2019-11-05 2019-09-30 13F PHILLIPS 66 COM 718546104 701 51 7.85 72 16.13 0.0380
2019-08-08 2019-06-30 13F PHILLIPS 66 COM 718546104 650 0 0.00 62 0.00 0.0344
2019-05-07 2019-03-31 13F PHILLIPS 66 COM 718546104 650 51 8.51 62 19.23 0.0344
2019-05-07 2018-12-31 13F PHILLIPS 66 COM 718546104 599 -199 -24.94 52 -42.22 0.0333
2018-11-13 2018-09-30 13F PHILLIPS 66 COM 718546104 798 67 9.17 90 9.76 0.0518
2018-08-06 2018-06-30 13F PHILLIPS 66 COM 718546104 731 0 0.00 82 17.14 0.0498
2018-05-21 2018-03-31 13F PHILLIPS 66 COM 718546104 731 -57 -7.23 70 -12.50 0.0410
2018-03-16 2017-12-31 13F PHILLIPS 66 COM Common 718546104 788 788 80 0.0469
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.