Phillips 66
CH ˙ SWX ˙ US7185461040
SecurityCH:PSX / Phillips 66
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership37,182 shares
Latest Disclosed Value $ 6,773,748
Sequoia Financial Advisors, LLC reports 1.55% increase in ownership of PSX / Phillips 66

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 37,182 shares of Phillips 66 (CH:PSX) valued at $6,773,748 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 36,616 shares of Phillips 66. This represents a change in shares of 1.55% 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)
2026-04-30 2026-03-31 13F PHILLIPS 66 COM 718546104 37,182 566 1.55 6,774 43.37 0.0379
2026-02-03 2025-12-31 13F PHILLIPS 66 COM 718546104 36,616 5,940 19.36 4,725 13.23 0.0264
2025-10-29 2025-09-30 13F PHILLIPS 66 COM 718546104 30,676 571 1.90 4,173 16.18 0.0254
2025-07-25 2025-06-30 13F PHILLIPS 66 COM 718546104 30,105 -778 -2.52 3,592 -5.82 0.0246
2025-04-23 2025-03-31 13F PHILLIPS 66 COM 718546104 30,883 1,351 4.57 3,813 13.35 0.0294
2025-08-08 2024-12-31 13F/A-1 PHILLIPS 66 COM 718546104 29,532 1,236 4.37 3,365 -9.55 0.0324
2025-02-07 2024-12-31 13F PHILLIPS 66 COM 718546104 29,532 1,236 3,365 0.0325
2024-10-21 2024-09-30 13F PHILLIPS 66 COM 718546104 28,296 8,110 40.18 3,720 30.54 0.0399
2024-07-15 2024-06-30 13F PHILLIPS 66 COM 718546104 20,186 741 3.81 2,850 -10.30 0.0343
2024-04-30 2024-03-31 13F PHILLIPS 66 COM 718546104 19,445 -52,469 -72.96 3,176 -66.83 0.0395
2024-01-26 2023-12-31 13F PHILLIPS 66 COM 718546104 71,914 -502 -0.69 9,575 10.05 0.1187
2023-11-08 2023-09-30 13F PHILLIPS 66 COM 718546104 72,416 -26,071 -26.47 8,701 -7.38 0.1525
2023-08-08 2023-06-30 13F PHILLIPS 66 COM 718546104 98,487 -30,291 -23.52 9,394 -28.05 0.1612
2023-04-25 2023-03-31 13F PHILLIPS 66 COM 718546104 128,778 8,189 6.79 13,056 4.02 0.2902
2023-02-10 2022-12-31 13F/A-1 PHILLIPS 66 COM 718546104 120,589 43,679 56.79 12,551 102.16 0.3084
2023-01-18 2022-12-31 13F PHILLIPS 66 COM 718546104 120,718 43,808 12,564 0.2836
2022-10-26 2022-09-30 13F PHILLIPS 66 COM 718546104 76,910 11,699 17.94 6,208 16.10 0.1957
2022-07-22 2022-06-30 13F PHILLIPS 66 COM 718546104 65,211 14,019 27.39 5,347 20.89 0.1512
2022-05-13 2022-03-31 13F PHILLIPS 66 COM 718546104 51,192 6,145 13.64 4,423 35.51 0.1106
2022-02-22 2021-12-31 13F/A-1 PHILLIPS 66 COM 718546104 45,047 45,047 3,264 0.0889
2022-02-11 2021-12-31 13F PHILLIPS 66 COM 718546104 45,047 45,047 3,264 0.0598
2021-10-26 2021-09-30 13F PHILLIPS 66 COM 718546104 0 -3,899 -100.00 0 -100.00
2021-07-27 2021-06-30 13F PHILLIPS 66 COM 718546104 3,899 345 9.71 335 15.52 0.0122
2021-05-14 2021-03-31 13F PHILLIPS 66 COM 718546104 3,554 20 0.57 290 17.41 0.0121
2021-02-12 2020-12-31 13F PHILLIPS 66 COM 718546104 3,534 3,534 247 0.0113
2020-10-23 2020-09-30 13F PHILLIPS 66 COM 718546104 0 -5,908 -100.00 0 -100.00
2020-08-25 2020-06-30 13F/A-1 PHILLIPS 66 COM 718546104 5,908 924 18.54 425 59.18 0.0251
2020-08-11 2020-06-30 13F PHILLIPS 66 COM 718546104 0 -4,984 425 25,165.3661
2020-05-11 2020-03-31 13F PHILLIPS 66 COM 718546104 4,984 -2,441 -32.88 267 -67.71 0.0197
2020-02-13 2019-12-31 13F PHILLIPS 66 COM 718546104 7,425 -1 -0.01 827 8.82 0.0525
2019-10-22 2019-09-30 13F PHILLIPS 66 COM 718546104 7,426 -722 -8.86 760 -0.26 0.0550
2019-07-31 2019-06-30 13F PHILLIPS 66 COM 718546104 8,148 1,162 16.63 762 14.59 0.0567
2019-05-13 2019-03-31 13F PHILLIPS 66 COM 718546104 6,986 542 8.41 665 19.82 0.0546
2019-02-14 2018-12-31 13F PHILLIPS 66 COM 718546104 6,444 -50 -0.77 555 -24.18 0.0642
2018-11-14 2018-09-30 13F PHILLIPS 66 COM 718546104 6,494 72 1.12 732 1.53 0.0727
2018-08-13 2018-06-30 13F PHILLIPS 66 COM 718546104 6,422 -2 -0.03 721 17.05 0.0768
2018-05-14 2018-03-31 13F PHILLIPS 66 COM 718546104 6,424 110 1.74 616 -3.60 0.0648
2018-02-13 2017-12-31 13F PHILLIPS 66 COM 718546104 6,314 1,658 35.61 639 49.65 0.0673
2017-11-13 2017-09-30 13F PHILLIPS 66 COM 718546104 4,656 50 1.09 427 12.07 0.0506
2017-08-09 2017-06-30 13F PHILLIPS 66 COM 718546104 4,606 -139 -2.93 381 1.33 0.0472
2017-05-01 2017-03-31 13F PHILLIPS 66 COM 718546104 4,745 -187 -3.79 376 -11.74 0.0478
2017-02-14 2016-12-31 13F PHILLIPS 66 COM 718546104 4,932 -397 -7.45 426 -0.70 0.0609
2016-11-14 2016-09-30 13F PHILLIPS 66 COM 718546104 5,329 227 4.45 429 5.93 0.0800
2016-07-29 2016-06-30 13F PHILLIPS 66 COM 718546104 5,102 0 0.00 405 -8.37 0.1135
2016-07-29 2016-03-31 13F/A-1 PHILLIPS 66 COM 718546104 5,102 783 18.13 442 25.21 0.1428
2016-06-09 2016-03-31 13F PHILLIPS 66 COM 718546104 442 5,102
2016-03-11 2015-12-31 13F/A-1 PHILLIPS 66 COM 718546104 4,319 150 3.60 353 10.31 0.1424
2016-02-16 2015-12-31 13F PHILLIPS 66 COM 718546104 3,118 224
2015-11-13 2015-09-30 13F PHILLIPS 66 COM 718546104 4,169 -328 -7.29 320 -11.60 0.1392
2015-08-03 2015-06-30 13F PHILLIPS 66 COM 718546104 4,497 231 5.41 362 8.06 0.1529
2015-05-05 2015-03-31 13F PHILLIPS 66 COM 718546104 4,266 1,148 36.82 335 49.55 0.1534
2015-02-17 2014-12-31 13F PHILLIPS 66 COM 718546104 3,118 -81 -2.53 224 -13.85 0.1530
2014-10-29 2014-09-30 13F PHILLIPS 66 COM 718546104 3,199 -3 -0.09 260 0.78 0.1803
2014-08-05 2014-06-30 13F PHILLIPS 66 COM 718546104 3,202 444 16.10 258 21.13 0.1961
2014-05-15 2014-03-31 13F PHILLIPS 66 COM 718546104 2,758 116 4.39 213 4.41 0.1774
2014-02-12 2013-12-31 13F PHILLIPS 66 COM 718546104 2,642 2,642 204 0.1688
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.