Phillips 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership10,653 shares
Latest Disclosed Value $ 1,940,753
Sowell Financial Services LLC reports 5.40% decrease in ownership of PSX / Phillips 66

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 10,653 shares of Phillips 66 (MX:PSX) valued at $1,940,753 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 11,261 shares of Phillips 66. This represents a change in shares of -5.40% 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)
2026-04-20 2026-03-31 13F PHILLIPS 66 COM 718546104 10,653 -608 -5.40 1,941 33.52 0.0718
2026-01-21 2025-12-31 13F PHILLIPS 66 COM 718546104 11,261 156 1.40 1,453 -3.77 0.0534
2025-10-17 2025-09-30 13F PHILLIPS 66 COM 718546104 11,105 -1,069 -8.78 1,510 3.99 0.0580
2025-07-14 2025-06-30 13F PHILLIPS 66 COM 718546104 12,174 -218 -1.76 1,452 -5.10 0.0591
2025-04-17 2025-03-31 13F PHILLIPS 66 COM 718546104 12,392 619 5.26 1,530 14.09 0.0696
2025-02-07 2024-12-31 13F PHILLIPS 66 COM 718546104 11,773 -51,821 -81.49 1,341 -83.96 0.0705
2024-10-04 2024-09-30 13F PHILLIPS 66 COM 718546104 63,594 47,888 304.90 8,359 277.04 0.3883
2024-08-13 2024-06-30 13F PHILLIPS 66 COM 718546104 15,706 -628 -3.84 2,217 -16.90 0.1059
2024-05-03 2024-03-31 13F PHILLIPS 66 COM 718546104 16,334 -446 -2.66 2,668 19.43 0.1258
2024-01-24 2023-12-31 13F PHILLIPS 66 COM 718546104 16,780 811 5.08 2,234 16.41 0.1210
2023-11-08 2023-09-30 13F PHILLIPS 66 COM 718546104 15,969 4,694 41.63 1,919 78.51 0.1204
2023-08-14 2023-06-30 13F PHILLIPS 66 COM 718546104 11,275 2,383 26.80 1,075 0.0599
2023-05-12 2023-03-31 13F PHILLIPS 66 STOCK 718546104 8,892 -2,749 -23.61 1 -100.00 0.0695
2023-02-09 2022-12-31 13F Phillips 66 Stock 718546104 11,641 11,641 1 0.0785
2022-02-09 2021-12-31 13F PHILLIPS 66 COM Stock 718546104 0 -14,422 -100.00 0 -100.00
2021-11-04 2021-09-30 13F PHILLIPS 66 COM Stock 718546104 14,422 -2,213 -13.30 1,010 -29.27 0.0682
2021-08-05 2021-06-30 13F PHILLIPS 66 COM Stock 718546104 16,635 -1,878 -10.14 1,428 -9.91 0.0946
2021-05-07 2021-03-31 13F PHILLIPS 66 COM Stock 718546104 18,513 -1,230 -6.23 1,585 14.77 0.0552
2021-01-13 2020-12-31 13F PHILLIPS 66 COM COM 718546104 19,743 -576 -2.83 1,381 31.15 0.0590
2020-11-12 2020-09-30 13F PHILLIPS 66 COM COM 718546104 20,319 -659 -3.14 1,053 -30.17 0.0526
2020-08-13 2020-06-30 13F PHILLIPS 66 COM Stock 718546104 20,978 5,639 36.76 1,508 83.23 0.0829
2020-05-12 2020-03-31 13F PHILLIPS 66 COM Stock 718546104 15,339 -171 -1.10 823 -52.37 0.0609
2020-02-07 2019-12-31 13F PHILLIPS 66 COM Stock 718546104 15,510 836 5.70 1,728 14.97 0.1317
2019-11-14 2019-09-30 13F PHILLIPS 66 COM COM 718546104 14,674 4,644 46.30 1,503 57.38 0.1242
2019-05-15 2019-03-31 13F PHILLIPS 66 COM Stock 718546104 10,030 -981 -8.91 955 0.63 0.1066
2019-03-05 2018-12-31 13F PHILLIPS 66 COM 718546104 11,011 70 0.64 949 -23.03 0.1344
2018-11-13 2018-09-30 13F PHILLIPS 66 COM 718546104 10,941 94 0.87 1,233 -6.52 0.1790
2018-08-14 2018-06-30 13F PHILLIPS 66 COM 718546104 10,847 1,375 14.52 1,319 21.57 0.2799
2018-05-10 2018-03-31 13F PHILLIPS 66 COM 718546104 9,472 2,445 34.79 1,085 46.62 0.2711
2018-01-29 2017-12-31 13F PHILLIPS 66 COM 718546104 7,027 620 9.68 740 25.21 0.1809
2017-11-07 2017-09-30 13F PHILLIPS 66 COM 718546104 6,407 729 12.84 591 22.36 0.1541
2017-08-14 2017-06-30 13F PHILLIPS 66 COM 718546104 5,678 -31 -0.54 483 8.05 0.1371
2017-05-31 2017-03-31 13F PHILLIPS 66 COM 718546104 5,709 618 12.14 447 9.56 0.1320
2017-02-27 2016-12-31 13F Phillips 66 Com COM 718546104 5,091 5,091 408 0.1366
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.