Phillips 66
US ˙ NYSE ˙ US7185461040

SecurityPSX / Phillips 66
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership4,942 shares
Latest Disclosed Value $ 900,248
Larson Financial Group LLC reports 50.35% increase in ownership of PSX / Phillips 66

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 4,942 shares of Phillips 66 (US:PSX) valued at $900,334 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,287 shares of Phillips 66. This represents a change in shares of 50.35% during the quarter. The current value of the position is $912,689 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.

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)
2026-05-15 2026-03-31 13F PHILLIPS 66 COM 718546104 4,942 1,655 50.35 900 112.26 0.0270
2026-02-06 2025-12-31 13F PHILLIPS 66 COM 718546104 3,287 -79 -2.35 424 -7.22 0.0141
2025-11-14 2025-09-30 13F PHILLIPS 66 COM 718546104 3,366 -1,312 -28.05 458 -18.10 0.0160
2025-08-08 2025-06-30 13F PHILLIPS 66 COM 718546104 4,678 -1,768 -27.43 558 -29.81 0.0223
2025-05-02 2025-03-31 13F PHILLIPS 66 COM 718546104 6,446 1,313 25.58 796 36.13 0.0377
2025-02-07 2024-12-31 13F PHILLIPS 66 COM 718546104 5,133 600 13.24 585 -1.85 0.0302
2024-11-12 2024-09-30 13F PHILLIPS 66 COM 718546104 4,533 664 17.16 596 8.97 0.0338
2024-08-02 2024-06-30 13F PHILLIPS 66 COM 718546104 3,869 2,599 204.65 546 163.77 0.0372
2024-05-03 2024-03-31 13F PHILLIPS 66 COM 718546104 1,270 317 33.26 207 64.29 0.0160
2024-02-01 2023-12-31 13F PHILLIPS 66 COM 718546104 953 -36 -3.64 127 6.78 0.0111
2023-11-03 2023-09-30 13F PHILLIPS 66 COM 718546104 989 -40 -3.89 119 20.41 0.0117
2023-08-03 2023-06-30 13F PHILLIPS 66 COM 718546104 1,029 -9 -0.87 98 -6.67 0.0098
2023-05-04 2023-03-31 13F PHILLIPS 66 COM 718546104 1,038 38 3.80 105 0.96 0.0114
2023-02-03 2022-12-31 13F PHILLIPS 66 COM 718546104 1,000 -38 -3.66 104 23.81 0.0125
2022-11-03 2022-09-30 13F PHILLIPS 66 COM 718546104 1,038 587 130.16 84 127.03 0.0119
2022-08-04 2022-06-30 13F PHILLIPS 66 COM 718546104 451 -25 -5.25 37 -9.76 0.0064
2022-05-05 2022-03-31 13F PHILLIPS 66 COM 718546104 476 -54 -10.19 41 7.89 0.0065
2022-02-03 2021-12-31 13F PHILLIPS 66 COM 718546104 530 135 34.18 38 35.71 0.0060
2021-11-04 2021-09-30 13F PHILLIPS 66 COM 718546104 395 4 1.02 28 -17.65 0.0056
2021-08-10 2021-06-30 13F PHILLIPS 66 COM 718546104 391 2 0.51 34 6.25 0.0079
2021-05-06 2021-03-31 13F/A-1 PHILLIPS 66 COM 718546104 389 215 123.56 32 166.67 0.0094
2021-04-08 2021-03-31 13F PHILLIPS 66 COM 718546104 174 0 12 0.0041
2021-01-14 2020-12-31 13F PHILLIPS 66 COM 718546104 174 38 27.94 12 71.43 0.0041
2020-10-08 2020-09-30 13F PHILLIPS 66 COM 718546104 136 0 0.00 7 -30.00 0.0029
2020-07-10 2020-06-30 13F PHILLIPS 66 COM 718546104 136 0 0.00 10 42.86 0.0048
2020-04-09 2020-03-31 13F PHILLIPS 66 COM 718546104 136 -153 -52.94 7 -78.12 0.0044
2020-01-10 2019-12-31 13F PHILLIPS 66 COM 718546104 289 -148 -33.87 32 -28.89 0.0184
2019-10-11 2019-09-30 13F PHILLIPS 66 COM 718546104 437 301 221.32 45 246.15 0.0294
2019-07-16 2019-06-30 13F PHILLIPS 66 COM 718546104 136 0 0.00 13 0.00 0.0097
2019-04-05 2019-03-31 13F/A-1 PHILLIPS 66 COM 718546104 136 1 0.74 13 8.33 0.0103
2019-04-04 2019-03-31 13F PHILLIPS 66 COM 718546104 135 0 12 0.0111
2019-02-07 2018-12-31 13F PHILLIPS 66 COM 718546104 135 135 12 0.0111
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.