Phillips 66
US ˙ NYSE ˙ US7185461040

SecurityPSX / Phillips 66
InstitutionBessemer Group Inc
Latest Disclosed Ownership13,450 shares
Latest Disclosed Value $ 2,452
Bessemer Group Inc reports 6.37% increase in ownership of PSX / Phillips 66

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 13,450 shares of Phillips 66 (US:PSX) valued at $2,450,321 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 12,644 shares of Phillips 66. This represents a change in shares of 6.37% during the quarter. The current value of the position is $2,483,946 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)
2026-05-06 2026-03-31 13F PHILLIPS 66 COMMON SC 718546104 13,450 806 6.37 2 100.00 0.0039
2026-02-05 2025-12-31 13F PHILLIPS 66 COMMON SC 718546104 12,644 762 6.41 2 0.00 0.0025
2025-11-05 2025-09-30 13F PHILLIPS 66 COMMON SC 718546104 11,882 -1,107 -8.52 2 0.00 0.0025
2025-08-01 2025-06-30 13F PHILLIPS 66 COMMON SC 718546104 12,989 -4,767 -26.85 2 -50.00 0.0025
2025-04-23 2025-03-31 13F PHILLIPS 66 COMMON SC 718546104 17,756 -11,847 -40.02 2 -33.33 0.0039
2025-02-13 2024-12-31 13F PHILLIPS 66 COMMON SC 718546104 29,603 -957 -3.13 3 -25.00 0.0055
2024-11-12 2024-09-30 13F PHILLIPS 66 COMMON SC 718546104 30,560 -1,100 -3.47 4 0.00 0.0066
2024-08-13 2024-06-30 13F PHILLIPS 66 COMMON SC 718546104 31,660 -22,552 -41.60 4 -50.00 0.0079
2024-08-13 2024-03-31 13F/A-1 PHILLIPS 66 COMMON SC 718546104 54,212 9,954 22.49 9 60.00 0.0160
2024-05-13 2024-03-31 13F PHILLIPS 66 COMMON SC 718546104 54,212 9,954 9 0.0160
2024-02-09 2023-12-31 13F PHILLIPS 66 COMMON SC 718546104 44,258 22,637 104.70 6 150.00 0.0115
2023-11-13 2023-09-30 13F PHILLIPS 66 COMMON SC 718546104 21,621 -1,631 -7.01 3 0.00 0.0057
2023-08-10 2023-06-30 13F PHILLIPS 66 COMMON SC 718546104 23,252 3,674 18.77 2 100.00 0.0047
2023-05-10 2023-03-31 13F PHILLIPS 66 COMMON SC 718546104 19,578 167 0.86 2 -50.00 0.0047
2023-02-13 2022-12-31 13F PHILLIPS 66 COMMON SC 718546104 19,411 -1,282 -6.20 2 -99.88 0.0049
2022-11-09 2022-09-30 13F PHILLIPS 66 COMMON SC 718546104 20,693 -8,873 -30.01 1,669 -31.12 0.0044
2022-08-10 2022-06-30 13F PHILLIPS 66 COMMON SC 718546104 29,566 9,136 44.72 2,423 37.28 0.0060
2022-05-12 2022-03-31 13F PHILLIPS 66 COMMON SC 718546104 20,430 4,839 31.04 1,765 56.06 0.0037
2022-01-27 2021-12-31 13F PHILLIPS 66 COMMON SC 718546104 15,591 3,377 27.65 1,131 32.13 0.0023
2021-11-12 2021-09-30 13F PHILLIPS 66 COMMON SC 718546104 12,214 1,450 13.47 856 -7.36 0.0018
2021-08-06 2021-06-30 13F PHILLIPS 66 COMMON SC 718546104 10,764 909 9.22 924 14.93 0.0020
2021-05-13 2021-03-31 13F PHILLIPS 66 COMMON SC 718546104 9,855 778 8.57 804 26.42 0.0019
2021-02-09 2020-12-31 13F PHILLIPS 66 COMMON SC 718546104 9,077 -250 -2.68 636 31.68 0.0017
2020-11-12 2020-09-30 13F PHILLIPS 66 COMMON SC 718546104 9,327 -12,670 -57.60 483 -69.45 0.0014
2020-08-05 2020-06-30 13F PHILLIPS 66 COMMON SC 718546104 21,997 15,072 217.65 1,581 325.00 0.0050
2020-04-30 2020-03-31 13F PHILLIPS 66 COMMON SC 718546104 6,925 -83,794 -92.37 372 -96.32 0.0015
2020-02-04 2019-12-31 13F PHILLIPS 66 COMMON SC 718546104 90,719 1,144 1.28 10,107 10.19 0.0327
2019-11-07 2019-09-30 13F PHILLIPS 66 COMMON SC 718546104 89,575 -5,405 -5.69 9,172 3.23 0.0327
2019-07-19 2019-06-30 13F PHILLIPS 66 COMMON SC 718546104 94,980 -87,868 -48.06 8,885 -48.94 0.0299
2019-05-13 2019-03-31 13F PHILLIPS 66 COMMON SC 718546104 182,848 947 0.52 17,401 11.04 0.0668
2019-05-21 2018-12-31 13F/A-1 PHILLIPS 66 COMMON SC 718546104 181,901 380 0.21 15,671 -23.41 0.0683
2019-02-12 2018-12-31 13F PHILLIPS 66 COMMON SC 718546104 181,901 380 15,671 0.0682
2018-11-06 2018-09-30 13F PHILLIPS 66 COMMON SC 718546104 181,521 -3,228 -1.75 20,462 -1.38 0.0762
2018-07-25 2018-06-30 13F PHILLIPS 66 COMMON SC 718546104 184,749 -1,077 -0.58 20,748 16.40 0.0805
2018-05-10 2018-03-31 13F PHILLIPS 66 COMMON SC 718546104 185,826 -3,125 -1.65 17,824 -6.74 0.0693
2018-01-30 2017-12-31 13F PHILLIPS 66 COMMON SC 718546104 188,951 31,507 20.01 19,113 32.51 0.0742
2017-11-03 2017-09-30 13F PHILLIPS 66 COMMON SC 718546104 157,444 40,763 34.94 14,424 49.49 0.0575
2017-07-27 2017-06-30 13F PHILLIPS 66 COMMON SC 718546104 116,681 -9,759 -7.72 9,649 -3.66 0.0389
2017-05-12 2017-03-31 13F PHILLIPS 66 COMMON SC 718546104 126,440 -1,068 -0.84 10,016 -9.09 0.0418
2017-02-07 2016-12-31 13F PHILLIPS 66 COMMON SC 718546104 127,508 108,476 569.97 11,018 619.19 0.0508
2016-11-10 2016-09-30 13F PHILLIPS 66 COMMON SC 718546104 19,032 406 2.18 1,532 3.65 0.0077
2016-08-11 2016-06-30 13F PHILLIPS 66 COMMON SC 718546104 18,626 -2,902 -13.48 1,478 -20.75 0.0081
2016-05-11 2016-03-31 13F PHILLIPS 66 COMMON SC 718546104 21,528 -449 -2.04 1,865 3.73 0.0105
2016-02-12 2015-12-31 13F PHILLIPS 66 COMMON SC 718546104 21,977 2,688 13.94 1,798 21.40 0.0100
2015-11-16 2015-09-30 13F PHILLIPS 66 COMMON SC 718546104 19,289 -1,084 -5.32 1,481 -9.75 0.0085
2015-08-14 2015-06-30 13F PHILLIPS 66 COMMON SC 718546104 20,373 -563 -2.69 1,641 -0.30 0.0086
2015-06-18 2015-03-31 13F/A-1 PHILLIPS 66 COMMON SC 718546104 20,936 -2,772 -11.69 1,646 -3.18 0.0083
2015-05-14 2015-03-31 13F PHILLIPS 66 COMMON SC 718546104 20,936 1,646
2015-02-17 2014-12-31 13F PHILLIPS 66 COMMON SC 718546104 23,708 -13,698 -36.62 1,700 -44.10 0.0092
2014-12-11 2014-09-30 13F/A-1 PHILLIPS 66 COMMON SC 718546104 37,406 -241 -0.64 3,041 0.43 0.0173
2014-11-13 2014-09-30 13F PHILLIPS 66 COMMON SC 718546104 25,661 -11,986 2,086 0.0132
2014-08-13 2014-06-30 13F PHILLIPS 66 COMMON SC 718546104 37,647 1,914 5.36 3,028 9.99 0.0186
2014-05-14 2014-03-31 13F PHILLIPS 66 COMMON SC 718546104 35,733 -1,096 -2.98 2,753 -3.17 0.0186
2014-02-18 2013-12-31 13F PHILLIPS 66 COMMON SC 718546104 36,829 -1,201 -3.16 2,843 29.11 0.0204
2013-11-08 2013-09-30 13F PHILLIPS 66 COMMON SC 718546104 38,030 14,704 63.04 2,202 60.15 0.0179
2013-08-14 2013-06-30 13F PHILLIPS 66 COMMON SC 718546104 23,326 23,326 1,375 0.0123
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.