Phillips 66
IT ˙ BIT ˙ US7185461040
140,00 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityIT:1PSX / Phillips 66
InstitutionWelch Group, LLC
Latest Disclosed Ownership3,337 shares
Latest Disclosed Value $ 607,883
Welch Group, LLC ownership in 1PSX / Phillips 66

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 3,337 shares of Phillips 66 (IT:1PSX) valued at $510,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,337 shares of Phillips 66. This represents a change in shares of 0.00% during the quarter. The current value of the position is $467,180 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)
2026-04-21 2026-03-31 13F PHILLIPS 66 COMMON 718546104 3,337 0 0.00 608 41.16 0.0228
2026-01-26 2025-12-31 13F PHILLIPS 66 COMMON STOCK 718546104 3,337 26 0.79 431 -4.44 0.0166
2025-10-14 2025-09-30 13F PHILLIPS 66 COMMON 718546104 3,311 0 0.00 450 14.21 0.0176
2025-07-25 2025-06-30 13F PHILLIPS 66 COMMON 718546104 3,311 -195 -5.56 395 -7.51 0.0165
2025-04-08 2025-03-31 13F PHILLIPS 66 COMMON 718546104 3,506 12 0.34 427 8.95 0.0188
2025-01-27 2024-12-31 13F PHILLIPS 66 COMMON 718546104 3,494 -153 -4.20 391 -18.37 0.0176
2024-10-24 2024-09-30 13F PHILLIPS 66 COMMON 718546104 3,647 -314 -7.93 479 -14.31 0.0208
2024-07-17 2024-06-30 13F PHILLIPS 66 COMMON 718546104 3,961 12 0.30 559 -13.33 0.0269
2024-04-09 2024-03-31 13F PHILLIPS 66 COMMON 718546104 3,949 -148 -3.61 645 18.35 0.0320
2024-01-23 2023-12-31 13F PHILLIPS 66 Common 718546104 4,097 327 8.67 545 20.58 0.0294
2023-10-18 2023-09-30 13F PHILLIPS 66 Common 718546104 3,770 14 0.37 453 26.26 0.0268
2023-07-18 2023-06-30 13F PHILLIPS 66 Common 718546104 3,756 16 0.43 358 -5.54 0.0205
2023-04-13 2023-03-31 13F PHILLIPS 66 Common 718546104 3,740 15 0.40 379 -2.07 0.0220
2023-01-30 2022-12-31 13F PHILLIPS 66 Common 718546104 3,725 24 0.65 388 29.43 0.0222
2022-10-13 2022-09-30 13F PHILLIPS 66 COMMON 718546104 3,701 16 0.43 299 -0.99 0.0195
2022-07-21 2022-06-30 13F PHILLIPS 66 COMMON 718546104 3,685 14 0.38 302 -4.73 0.0184
2022-04-29 2022-03-31 13F PHILLIPS 66 COMMON 718546104 3,671 343 10.31 317 31.54 0.0181
2022-01-26 2021-12-31 13F PHILLIPS 66 COMMON 718546104 3,328 1,932 138.40 241 54.49 0.0141
2020-01-24 2019-12-31 13F Phillips Common 718546104 1,396 50 3.71 156 13.04 0.0153
2019-11-05 2019-09-30 13F Phillips Common 718546104 1,346 -142 -9.54 138 -0.72 0.0142
2019-07-11 2019-06-30 13F Phillips Common 718546104 1,488 -3,774 -71.72 139 -72.26 0.0148
2019-04-15 2019-03-31 13F Phillips Common 718546104 5,262 9 0.17 501 10.60 0.0552
2019-01-10 2018-12-31 13F Phillips Common 718546104 5,253 0 0.00 453 -23.48 0.0555
2018-11-01 2018-09-30 13F Phillips Common 718546104 5,253 0 0.00 592 0.34 0.0617
2018-07-30 2018-06-30 13F Phillips Common 718546104 5,253 -45 -0.85 590 16.14 0.0735
2018-04-23 2018-03-31 13F Phillips Common 718546104 5,298 307 6.15 508 0.59 0.0643
2018-02-01 2017-12-31 13F Phillips Common 718546104 4,991 176 3.66 505 14.51 0.0783
2017-11-07 2017-09-30 13F Phillips Common 718546104 4,815 0 0.00 441 10.80 0.0737
2017-08-07 2017-06-30 13F Phillips Common 718546104 4,815 0 0.00 398 4.46 0.0664
2017-05-01 2017-03-31 13F Phillips Common 718546104 4,815 -2,000 -29.35 381 -35.31 0.0717
2017-02-09 2016-12-31 13F Phillips Common 718546104 6,815 -2,585 -27.50 589 -22.19 0.1151
2016-10-28 2016-09-30 13F Phillips Common 718546104 9,400 9,400 757 0.1504
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.