Phillips 66
US ˙ NYSE ˙ US7185461040

SecurityPSX / Phillips 66
InstitutionWP Advisors, LLC
Latest Disclosed Ownership4,413 shares
Latest Disclosed Value $ 804,041
WP Advisors, LLC reports 0.55% increase in ownership of PSX / Phillips 66

On May 4, 2026 - WP Advisors, LLC filed a 13F-HR form disclosing ownership of 4,413 shares of Phillips 66 (US:PSX) valued at $803,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 4,389 shares of Phillips 66. This represents a change in shares of 0.55% during the quarter. The current value of the position is $814,993 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)
2026-05-04 2026-03-31 13F PHILLIPS 66 COM 718546104 4,413 24 0.55 804 42.05 0.2080
2026-01-28 2025-12-31 13F PHILLIPS 66 COM 718546104 4,389 -118 -2.62 566 -7.52 0.1410
2025-10-22 2025-09-30 13F PHILLIPS 66 COM 718546104 4,507 37 0.83 613 14.82 0.1558
2025-08-08 2025-06-30 13F PHILLIPS 66 COM 718546104 4,470 147 3.40 533 0.00 0.1465
2025-05-12 2025-03-31 13F PHILLIPS 66 COM 718546104 4,323 41 0.96 534 9.45 0.1777
2025-02-03 2024-12-31 13F PHILLIPS 66 COM 718546104 4,282 537 14.34 488 -1.02 0.1625
2024-11-07 2024-09-30 13F PHILLIPS 66 COM 718546104 3,745 -399 -9.63 492 -15.90 0.1799
2024-07-30 2024-06-30 13F PHILLIPS 66 COM 718546104 4,144 33 0.80 585 -12.82 0.1868
2024-05-08 2024-03-31 13F PHILLIPS 66 COM 718546104 4,111 -276 -6.29 671 14.90 0.2203
2024-01-31 2023-12-31 13F PHILLIPS 66 COM 718546104 4,387 35 0.80 584 11.88 0.2162
2023-10-30 2023-09-30 13F PHILLIPS 66 COM 718546104 4,352 39 0.90 523 27.01 0.2162
2023-07-26 2023-06-30 13F PHILLIPS 66 COM 718546104 4,313 47 1.10 411 -4.86 0.1646
2023-04-14 2023-03-31 13F PHILLIPS 66 COM 718546104 4,266 -211 -4.71 433 -7.10 0.1784
2023-01-20 2022-12-31 13F PHILLIPS 66 COM 718546104 4,477 94 2.14 466 31.36 0.2083
2022-10-24 2022-09-30 13F Phillips 66 COM 718546104 4,383 47 1.08 354 -0.56 0.1603
2022-07-12 2022-06-30 13F Phillips 66 COM 718546104 4,336 -157 -3.49 356 -8.25 0.1548
2022-04-25 2022-03-31 13F Phillips 66 COM 718546104 4,493 -234 -4.95 388 13.12 0.1598
2022-02-02 2021-12-31 13F Phillips 66 COM 718546104 4,727 60 1.29 343 4.89 0.1429
2021-10-20 2021-09-30 13F Phillips 66 COM 718546104 4,667 59 1.28 327 -17.22 0.1341
2021-07-22 2021-06-30 13F Phillips 66 COM 718546104 4,608 47 1.03 395 6.18 0.1647
2021-05-06 2021-03-31 13F Phillips 66 COM 718546104 4,561 48 1.06 372 17.72 0.1607
2021-01-27 2020-12-31 13F Phillips 66 COM 718546104 4,513 -33 -0.73 316 33.90 0.1526
2020-10-16 2020-09-30 13F Phillips 66 COM 718546104 4,546 -92 -1.98 236 -29.13 0.1422
2020-08-07 2020-06-30 13F Phillips 66 COM 718546104 4,638 2,180 88.69 333 21.53 0.2342
2020-01-22 2019-12-31 13F Phillips 66 COM 718546104 2,458 19 0.78 274 9.60 0.2829
2019-10-22 2019-09-30 13F Phillips 66 COM 718546104 2,439 -103 -4.05 250 5.04 0.2865
2019-07-23 2019-06-30 13F Phillips 66 COM 718546104 2,542 -89 -3.38 238 -90.50 0.2654
2019-04-15 2019-03-31 13F Phillips 66 COM 718546104 2,631 -300 -10.24 2,504 889.72 0.2726
2019-01-17 2018-12-31 13F Phillips 66 COM 718546104 2,931 25 0.86 253 -22.87 0.2494
2018-10-31 2018-09-30 13F Phillips 66 COM 718546104 2,906 19 0.66 328 1.23 0.3053
2018-07-26 2018-06-30 13F Phillips 66 COM 718546104 2,887 19 0.66 324 17.82 0.3057
2018-05-04 2018-03-31 13F Phillips 66 COM 718546104 2,868 -58 -1.98 275 -7.09 0.2969
2018-02-05 2017-12-31 13F Phillips 66 COM 718546104 2,926 20 0.69 296 11.28 0.2866
2017-11-02 2017-09-30 13F Phillips 66 COM 718546104 2,906 -296 -9.24 266 0.38 0.2009
2017-08-08 2017-06-30 13F Phillips 66 COM 718546104 3,202 -327 -9.27 265 -5.36 0.1921
2017-04-17 2017-03-31 13F Phillips 66 COM 718546104 3,529 342 10.73 280 1.82 0.1758
2017-02-10 2016-12-31 13F Phillips 66 COM 718546104 3,187 3,187 275 0.1920
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.