Phillips 66
CH ˙ SWX ˙ US7185461040
SecurityCH:PSX / Phillips 66
InstitutionKoshinski Asset Management, Inc.
Latest Disclosed Ownership16,481 shares
Latest Disclosed Value $ 3,002,521
Koshinski Asset Management, Inc. reports 3.81% increase in ownership of PSX / Phillips 66

On April 27, 2026 - Koshinski Asset Management, Inc. filed a 13F-HR form disclosing ownership of 16,481 shares of Phillips 66 (CH:PSX) valued at $3,002,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 15,876 shares of Phillips 66. This represents a change in shares of 3.81% 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)
2026-04-27 2026-03-31 13F PHILLIPS 66 COM 718546104 16,481 605 3.81 3,003 46.58 0.1872
2026-02-03 2025-12-31 13F PHILLIPS 66 COM 718546104 15,876 -82 -0.51 2,049 -5.62 0.1319
2025-11-10 2025-09-30 13F PHILLIPS 66 COM 718546104 15,958 1,177 7.96 2,171 23.09 0.1458
2025-07-29 2025-06-30 13F PHILLIPS 66 COM 718546104 14,781 -285 -1.89 1,763 -5.22 0.1331
2025-04-25 2025-03-31 13F PHILLIPS 66 COM 718546104 15,066 -131 -0.86 1,860 7.45 0.1579
2025-01-16 2024-12-31 13F PHILLIPS 66 COM 718546104 15,197 19 0.13 1,731 -13.23 0.1481
2024-10-10 2024-09-30 13F PHILLIPS 66 COM 718546104 15,178 -367 -2.36 1,995 -3.34 0.1726
2024-07-12 2024-06-30 13F PHILLIPS 66 COM 718546104 15,545 -1,483 -8.71 2,065 -25.78 0.1914
2024-05-08 2024-03-31 13F PHILLIPS 66 COM 718546104 17,028 624 3.80 2,781 27.39 0.2847
2024-01-29 2023-12-31 13F PHILLIPS 66 COM 718546104 16,404 1,943 13.44 2,184 25.68 0.3315
2023-10-18 2023-09-30 13F PHILLIPS 66 COM 718546104 14,461 128 0.89 1,737 27.07 0.1997
2023-07-28 2023-06-30 13F PHILLIPS 66 COM 718546104 14,333 -4,729 -24.81 1,367 -29.24 0.1465
2023-04-12 2023-03-31 13F PHILLIPS 66 COM 718546104 19,062 -90 -0.47 1,932 -3.06 0.1887
2023-01-24 2022-12-31 13F PHILLIPS 66 COM 718546104 19,152 -2,496 -11.53 1,993 199,200.00 0.1928
2022-10-20 2022-09-30 13F/A-1 PHILLIPS 66 COM 718546104 21,648 785 3.76 2 0.00 0.2086
2022-10-18 2022-09-30 13F PHILLIPS 66 COM 718546104 21,648 785 1 0.1161
2022-07-12 2022-06-30 13F PHILLIPS 66 COM 718546104 20,863 7 0.03 2 -99.94 0.1700
2022-04-20 2022-03-31 13F PHILLIPS 66 COM 718546104 20,856 91 0.44 1,802 19.75 0.1479
2022-01-14 2021-12-31 13F PHILLIPS 66 COM 718546104 20,765 -1,100 -5.03 1,505 -1.76 0.1215
2021-10-12 2021-09-30 13F PHILLIPS 66 COM 718546104 21,865 6,362 41.04 1,531 15.11 0.1331
2021-07-26 2021-06-30 13F PHILLIPS 66 COM 718546104 15,503 -3,847 -19.88 1,330 -15.72 0.1673
2021-05-06 2021-03-31 13F PHILLIPS 66 COM 718546104 19,350 1,415 7.89 1,578 25.84 0.1672
2021-03-30 2020-12-31 13F/A-2 PHILLIPS 66 COM 718546104 17,935 765 4.46 1,254 36.60 0.1589
2021-02-05 2020-12-31 13F/A-1 PHILLIPS 66 COM 718546104 13,472 -4,463 1,254 0.1588
2021-02-02 2020-12-31 13F PHILLIPS 66 COM 718546104 156,484 145,896 20,764 4,257,657.5912
2020-11-16 2020-09-30 13F PHILLIPS 66 COM 718546104 17,170 -66 -0.38 918 -25.91 0.1233
2020-07-29 2020-06-30 13F PHILLIPS 66 COM 718546104 17,236 1,095 6.78 1,239 43.07 0.2008
2020-04-30 2020-03-31 13F PHILLIPS 66 COM 718546104 16,141 1,729 12.00 866 -45.57 0.1819
2020-01-29 2019-12-31 13F PHILLIPS 66 COM 718546104 14,412 10,389 258.24 1,591 315.40 0.2739
2019-05-14 2019-03-31 13F PHILLIPS 66 COM 718546104 4,023 -8,509 -67.90 383 -64.54 0.1026
2019-02-08 2018-12-31 13F PHILLIPS 66 COM 718546104 12,532 5,482 77.76 1,080 36.36 0.2654
2018-08-13 2018-06-30 13F/A-1 PHILLIPS 66 COM 718546104 7,050 187 2.72 792 20.36 0.2418
2018-08-10 2018-06-30 13F PHILLIPS 66 COM 718546104 7,050 187 1,381
2018-04-09 2018-03-31 13F PHILLIPS 66 COM 718546104 6,863 -8,596 -55.61 658 -57.93 0.2044
2018-01-17 2017-12-31 13F PHILLIPS 66 COM 718546104 15,459 11,120 256.28 1,564 293.95 0.3915
2018-01-17 2017-09-30 13F/A-1 PHILLIPS 66 COM 718546104 4,339 6 0.14 397 10.89 0.1302
2017-10-12 2017-09-30 13F PHILLIPS 66 COM 718546104 4,339 6 397
2018-01-17 2017-06-30 13F/A-1 PHILLIPS 66 COM 718546104 4,333 1,693 64.13 358 71.29 0.1305
2017-07-10 2017-06-30 13F PHILLIPS 66 COM 718546104 4,333 1,693 358
2018-01-17 2017-03-31 13F/A-1 PHILLIPS 66 COM 718546104 2,640 301 12.87 209 3.47 0.0818
2017-04-10 2017-03-31 13F PHILLIPS 66 COM 718546104 2,640 301 209
2018-01-17 2016-12-31 13F/A-1 PHILLIPS 66 COM 718546104 2,339 2,339 202 0.1001
2017-01-24 2016-12-31 13F PHILLIPS 66 COM 718546104 2,339 202
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.