Phillips 66
CH ˙ SWX ˙ US7185461040
SecurityCH:PSX / Phillips 66
InstitutionIndependent Wealth Network Inc.
Latest Disclosed Ownership1,576 shares
Latest Disclosed Value $ 287,026
Independent Wealth Network Inc. reports 3.61% decrease in ownership of PSX / Phillips 66

On April 20, 2026 - Independent Wealth Network Inc. filed a 13F-HR form disclosing ownership of 1,576 shares of Phillips 66 (CH:PSX) valued at $287,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,635 shares of Phillips 66. This represents a change in shares of -3.61% 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)
2026-04-20 2026-03-31 13F PHILLIPS 66 COM 718546104 1,576 -59 -3.61 287 36.02 0.0852
2026-01-26 2025-12-31 13F PHILLIPS 66 COM 718546104 1,635 -13 -0.79 211 -5.80 0.0645
2025-10-15 2025-09-30 13F PHILLIPS 66 COM 718546104 1,648 -124 -7.00 224 6.16 0.0720
2025-07-16 2025-06-30 13F PHILLIPS 66 COM 718546104 1,772 -57 -3.12 211 -6.22 0.0769
2025-05-02 2025-03-31 13F PHILLIPS 66 COM 718546104 1,829 -108 -5.58 226 2.27 0.0901
2025-01-17 2024-12-31 13F PHILLIPS 66 COM 718546104 1,937 280 16.90 221 1.38 0.0896
2024-10-15 2024-09-30 13F PHILLIPS 66 COM 718546104 1,657 30 1.84 218 -5.24 0.0963
2024-07-18 2024-06-30 13F PHILLIPS 66 COM 718546104 1,627 1 0.06 230 -13.58 0.1069
2024-05-20 2024-03-31 13F/A-1 PHILLIPS 66 COM 718546104 1,626 97 6.34 266 30.54 0.1245
2024-01-12 2023-12-31 13F PHILLIPS 66 COM 718546104 1,529 1,529 204 0.1071
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.