Phillips 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionWbh Advisory Inc
Latest Disclosed Ownership1,973 shares
Latest Disclosed Value $ 346,538
Wbh Advisory Inc reports 11.28% increase in ownership of PSX / Phillips 66

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 1,973 shares of Phillips 66 (MX:PSX) valued at $346,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,773 shares of Phillips 66. This represents a change in shares of 11.28% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-27 2026-03-31 13F PHILLIPS 66 COM 718546104 1,973 200 11.28 347 51.75 0.0260
2026-01-26 2025-12-31 13F PHILLIPS 66 COM 718546104 1,773 -37 -2.04 229 -7.32 0.0169
2025-10-30 2025-09-30 13F PHILLIPS 66 COM 718546104 1,810 1,810 246 0.0188
2024-04-16 2024-03-31 13F PHILLIPS 66 COM 718546104 0 -3,064 -100.00 0 -100.00
2024-01-09 2023-12-31 13F PHILLIPS 66 COM 718546104 3,064 63 2.10 408 13.06 0.0454
2023-10-10 2023-09-30 13F PHILLIPS 66 COM 718546104 3,001 1 0.03 361 25.87 0.0443
2023-07-12 2023-06-30 13F PHILLIPS 66 COM 718546104 3,000 -100 -3.23 286 -8.92 0.0339
2023-04-20 2023-03-31 13F PHILLIPS 66 COM 718546104 3,100 -198 -6.00 314 18.05 0.0392
2022-10-18 2022-09-30 13F PHILLIPS 66 COM 718546104 3,298 0 0.00 266 -1.48 0.0384
2022-07-12 2022-06-30 13F PHILLIPS 66 COM 718546104 3,298 -99 -2.91 270 -8.78 0.0360
2022-04-29 2022-03-31 13F PHILLIPS 66 COM 718546104 3,397 -653 -16.12 296 1.02 0.0363
2022-01-28 2021-12-31 13F PHILLIPS 66 COM 718546104 4,050 205 5.33 293 8.92 0.0334
2021-10-25 2021-09-30 13F PHILLIPS 66 COM 718546104 3,845 0 0.00 269 -5.94 0.0362
2021-07-27 2021-06-30 13F PHILLIPS 66 COM 718546104 3,845 -599 -13.48 286 -20.99 0.0419
2021-04-19 2021-03-31 13F PHILLIPS 66 COM 718546104 4,444 342 8.34 362 17.15 0.0586
2021-01-21 2020-12-31 13F PHILLIPS 66 COM 718546104 4,102 -789 -16.13 309 21.65 0.0532
2020-10-27 2020-09-30 13F PHILLIPS 66 COM 718546104 4,891 -34 -0.69 254 -28.25 0.0513
2020-08-05 2020-06-30 13F Phillips 66 COM 718546104 4,925 -49 -0.99 354 33.08 0.0857
2020-05-07 2020-03-31 13F Phillips 66 COM 718546104 4,974 -224 -4.31 266 -54.06 0.0624
2020-01-27 2019-12-31 13F Phillips 66 COM 718546104 5,198 -112 -2.11 579 6.63 0.1184
2019-10-25 2019-09-30 13F Phillips 66 COM 718546104 5,310 -449 -7.80 543 0.93 0.1219
2019-08-02 2019-06-30 13F Phillips 66 COM 718546104 5,759 -237 -3.95 538 -5.61 0.1247
2019-04-22 2019-03-31 13F Phillips 66 COM 718546104 5,996 -2,999 -33.34 570 10.47 0.1356
2019-01-29 2018-12-31 13F Phillips 66 COM 718546104 8,995 2,900 47.58 516 -24.89 0.1253
2018-10-29 2018-09-30 13F Phillips 66 COM 718546104 6,095 -49 -0.80 687 -0.43 0.1665
2018-07-31 2018-06-30 13F Phillips 66 COM 718546104 6,144 -1 -0.02 690 17.15 0.1789
2018-04-30 2018-03-31 13F Phillips 66 COM 718546104 6,145 1 0.02 589 -5.15 0.1601
2018-01-31 2017-12-31 13F Phillips 66 COM 718546104 6,144 -149 -2.37 621 7.81 0.1656
2017-11-29 2017-09-30 13F Phillips 66 COM 718546104 6,293 -350 -5.27 576 4.92 0.1607
2017-07-21 2017-06-30 13F Phillips 66 COM 718546104 6,643 -126 -1.86 549 2.43 0.1540
2017-04-21 2017-03-31 13F Phillips 66 COM 718546104 6,769 -575 -7.83 536 -15.46 0.1606
2017-01-20 2016-12-31 13F Phillips 66 COM 718546104 7,344 -161 -2.15 634 4.97 0.2113
2016-10-24 2016-09-30 13F Phillips 66 COM 718546104 7,505 0 0.00 604 1.51 0.2067
2016-07-25 2016-06-30 13F Phillips 66 COM 718546104 7,505 -525 -6.54 595 -14.39 0.2316
2016-04-15 2016-03-31 13F Phillips 66 COM 718546104 8,030 -189 -2.30 695 3.42 0.2326
2016-01-19 2015-12-31 13F Phillips 66 COM 718546104 8,219 -4,086 -33.21 672 -28.89 0.2348
2015-10-15 2015-09-30 13F Phillips 66 COM 718546104 12,305 51 0.42 945 -4.26 0.3926
2015-07-20 2015-06-30 13F Phillips 66 COM 718546104 12,254 -250 -2.00 987 0.51 0.3879
2015-04-22 2015-03-31 13F Phillips 66 COM 718546104 12,504 -770 -5.80 982 3.26 0.2755
2015-01-23 2014-12-31 13F Phillips 66 COM 718546104 13,274 -287 -2.12 951 -13.70 0.3586
2014-10-17 2014-09-30 13F Phillips 66 COM 718546104 13,561 -299 -2.16 1,102 -1.08 0.3872
2014-07-21 2014-06-30 13F Phillips 66 COM 718546104 13,860 26 0.19 1,114 4.50 0.4212
2014-04-29 2014-03-31 13F Phillips 66 COM 718546104 13,834 0 0.00 1,066 -0.09 0.4241
2014-02-19 2013-12-31 13F/A-1 Phillips 66 COM 718546104 13,834 48 0.35 1,067 33.88 0.4298
2014-01-27 2013-12-31 13F Phillips 66 COM 718546104 13,834 1,067
2013-11-05 2013-09-30 13F Phillips 66 COM 718546104 13,786 -198 -1.42 797 -3.16 0.3567
2013-07-19 2013-06-30 13F Phillips 66 COM 718546104 13,984 13,984 823 0.3806
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.