Phillips 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionCX Institutional
Latest Disclosed Ownership6,107 shares
Latest Disclosed Value $ 1,113
CX Institutional reports 48.70% increase in ownership of PSX / Phillips 66

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 6,107 shares of Phillips 66 (MX:PSX) valued at $1,113 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 4,107 shares of Phillips 66.

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)
2026-04-06 2026-03-31 13F PHILLIPS 66 COM 718546104 6,107 2,000 48.70 1 0.0339
2026-02-02 2025-12-31 13F PHILLIPS 66 COM 718546104 4,107 -85 -2.03 1 0.0158
2025-10-23 2025-09-30 13F PHILLIPS 66 COM 718546104 4,192 1,145 37.58 1 0.0173
2025-07-16 2025-06-30 13F/A-1 PHILLIPS 66 COM 718546104 3,047 -595 -16.34 0 0.0127
2025-07-11 2025-06-30 13F PHILLIPS 66 COM 718546104 3,047 -595 0 0.0126
2025-04-15 2025-03-31 13F PHILLIPS 66 COM 718546104 3,642 469 14.78 0 -100.00 0.0170
2025-01-21 2024-12-31 13F PHILLIPS 66 COM 718546104 3,173 233 7.93 362 -6.48 0.0144
2024-10-11 2024-09-30 13F PHILLIPS 66 COM 718546104 2,940 -507 -14.71 386 -20.58 0.0172
2024-07-11 2024-06-30 13F PHILLIPS 66 COM 718546104 3,447 -30 -0.86 487 -14.44 0.0228
2024-04-15 2024-03-31 13F Phillips 66 COM 718546104 3,477 134 4.01 568 27.64 0.0274
2024-01-12 2023-12-31 13F PHILLIPS 66 COM 718546104 3,343 -63 -1.85 445 8.80 0.0238
2023-10-18 2023-09-30 13F Phillips 66 COM 718546104 3,406 -30,676 -90.01 409 -87.42 0.0225
2023-07-26 2023-06-30 13F PHILLIPS 66 COM COM 718546104 34,082 30,896 969.74 3,251 893.88 0.1684
2023-05-04 2023-03-31 13F PHILLIPS 66 COM 718546104 3,186 504 18.79 327 17.20 0.0174
2023-02-03 2022-12-31 13F PHILLIPS 66 COM COM 718546104 2,682 2,682 279 0.0170
2022-11-04 2022-09-30 13F PHILLIPS 66 COM 718546104 0 -1,466 -100.00 0 -100.00
2022-08-02 2022-06-30 13F PHILLIPS 66 COM 718546104 1,466 1,466 120 0.0091
2022-01-18 2021-12-31 13F PHILLIPS 66 COM 718546104 0 -805 -100.00 0 -100.00
2021-11-10 2021-09-30 13F PHILLIPS 66 COM 718546104 805 -197 -19.66 56 -34.88 0.0046
2021-08-04 2021-06-30 13F PHILLIPS 66 COM 718546104 1,002 97 10.72 86 16.22 0.0071
2021-04-15 2021-03-31 13F PHILLIPS 66 COM 718546104 905 -4,409 -82.97 74 -80.05 0.0066
2021-01-12 2020-12-31 13F PHILLIPS 66 COM 718546104 5,314 -22,196 -80.68 371 -73.98 0.0357
2020-10-13 2020-09-30 13F PHILLIPS 66 COM 718546104 27,510 -14,990 -35.27 1,426 -53.25 0.1539
2020-08-06 2020-06-30 13F PHILLIPS 66 COM 718546104 42,500 6,132 16.86 3,050 56.33 0.4008
2020-04-29 2020-03-31 13F PHILLIPS 66 COM 718546104 36,368 -23,706 -39.46 1,951 -70.85 0.3183
2020-01-21 2019-12-31 13F PHILLIPS 66 COM 718546104 60,074 15,584 35.03 6,693 46.91 1.1681
2019-10-10 2019-09-30 13F PHILLIPS 66 COM 718546104 44,490 -22,456 -33.54 4,556 -28.49 0.7363
2019-04-03 2019-03-31 13F PHILLIPS 66 COM 718546104 66,946 66,488 14,517.03 6,371 16,235.90 1.1236
2019-01-14 2018-12-31 13F PHILLIPS 66 COM 718546104 458 -12,792 -96.54 39 -97.39 0.0082
2018-10-09 2018-09-30 13F PHILLIPS 66 COM 718546104 13,250 440 3.43 1,494 3.82 0.4937
2018-07-12 2018-06-30 13F/A-1 PHILLIPS 66 COM 718546104 12,810 12,810 1,439 0.5316
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.