Phillips 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership108,194 shares
Latest Disclosed Value $ 19,910,711
Richard C. Young & CO., LTD. reports 15.52% increase in ownership of PSX / Phillips 66

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 108,194 shares of Phillips 66 (MX:PSX) valued at $19,910,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 93,657 shares of Phillips 66. This represents a change in shares of 15.52% 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)
2026-05-07 2026-03-31 13F Phillips 66 COM 718546104 108,194 14,537 15.52 19,911 64.75 1.6493
2026-01-29 2025-12-31 13F Phillips 66 COM 718546104 93,657 -1,881 -1.97 12,086 -7.00 1.0829
2025-11-12 2025-09-30 13F Phillips 66 COM 718546104 95,538 -2,710 -2.76 12,995 10.88 1.2070
2025-08-07 2025-06-30 13F Phillips 66 COM 718546104 98,248 170 0.17 11,721 -3.22 1.1580
2025-05-02 2025-03-31 13F Phillips 66 COM 718546104 98,078 -5,639 -5.44 12,111 2.49 1.3010
2025-01-28 2024-12-31 13F Phillips 66 COM 718546104 103,717 -5,665 -5.18 11,816 -17.82 1.2873
2024-11-07 2024-09-30 13F Phillips 66 COM 718546104 109,382 944 0.87 14,378 -6.08 1.5704
2024-08-08 2024-06-30 13F Phillips 66 COM 718546104 108,438 1,902 1.79 15,308 -12.03 1.8609
2024-05-08 2024-03-31 13F Phillips 66 COM 718546104 106,536 -641 -0.60 17,402 21.95 2.1847
2024-02-12 2023-12-31 13F Phillips 66 COM 718546104 107,177 3,246 3.12 14,270 14.27 1.9128
2023-11-13 2023-09-30 13F Phillips 66 COM 718546104 103,931 762 0.74 12,487 26.90 1.7779
2023-08-08 2023-06-30 13F Phillips 66 COM 718546104 103,169 2,782 2.77 9,840 -3.31 1.3517
2023-05-12 2023-03-31 13F Phillips 66 COM 718546104 100,387 -120 -0.12 10,177 -2.71 1.4015
2023-02-10 2022-12-31 13F Phillips 66 COM 718546104 100,507 95 0.09 10,461 29.06 1.3924
2022-11-10 2022-09-30 13F Phillips 66 COM 718546104 100,412 612 0.61 8,105 -0.95 1.2396
2022-08-03 2022-06-30 13F Phillips 66 COM 718546104 99,800 2,085 2.13 8,183 -3.07 1.0605
2022-05-06 2022-03-31 13F Phillips 66 COM 718546104 97,715 3,851 4.10 8,442 24.13 1.0782
2022-02-11 2021-12-31 13F Phillips 66 COM 718546104 93,864 3,560 3.94 6,801 7.54 0.8572
2021-11-10 2021-09-30 13F Phillips 66 COM 718546104 90,304 2,209 2.51 6,324 -16.35 0.8682
2021-08-11 2021-06-30 13F Phillips 66 COM 718546104 88,095 6,381 7.81 7,560 13.46 0.9608
2021-05-13 2021-03-31 13F Phillips 66 COM 718546104 81,714 7,500 10.11 6,663 28.36 0.8850
2021-02-12 2020-12-31 13F Phillips 66 COM 718546104 74,214 7,765 11.69 5,191 50.68 0.7903
2020-11-12 2020-09-30 13F Phillips 66 COM 718546104 66,449 14,673 28.34 3,445 -7.47 0.5552
2020-08-13 2020-06-30 13F Phillips 66 COM 718546104 51,776 5,771 12.54 3,723 50.85 0.6201
2020-05-11 2020-03-31 13F Phillips 66 COM 718546104 46,005 -17,232 -27.25 2,468 -64.97 0.4785
2020-02-12 2019-12-31 13F Phillips 66 COM 718546104 63,237 5,539 9.60 7,045 19.25 1.1736
2019-10-29 2019-09-30 13F Phillips 66 COM 718546104 57,698 3,441 6.34 5,908 16.41 1.0622
2019-08-06 2019-06-30 13F Phillips 66 COM 718546104 54,257 3,736 7.39 5,075 5.55 0.9620
2019-05-09 2019-03-31 13F Phillips 66 COM 718546104 50,521 50,521 4,808 0.9178
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.