Phillips 66
US ˙ NYSE ˙ US7185461040

SecurityPSX / Phillips 66
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership683 shares
Latest Disclosed Value $ 124,437
Toth Financial Advisory Corp ownership in PSX / Phillips 66

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 683 shares of Phillips 66 (US:PSX) valued at $124,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 683 shares of Phillips 66. This represents a change in shares of 0.00% during the quarter. The current value of the position is $126,136 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)
2026-04-16 2026-03-31 13F PHILLIPS 66 COM 718546104 683 0 0.00 124 40.91 0.0137
2026-01-20 2025-12-31 13F PHILLIPS 66 COM 718546104 683 1 0.15 88 -4.35 0.0096
2025-10-09 2025-09-30 13F PHILLIPS 66 COM 718546104 682 0 0.00 93 13.58 0.0100
2025-07-14 2025-06-30 13F PHILLIPS 66 COM 718546104 682 0 0.00 81 -3.57 0.0095
2025-04-14 2025-03-31 13F PHILLIPS 66 COM 718546104 682 0 0.00 84 9.09 0.0101
2025-01-21 2024-12-31 13F PHILLIPS 66 COM 718546104 682 0 0.00 78 -13.48 0.0091
2024-10-21 2024-09-30 13F PHILLIPS 66 COM 718546104 682 0 0.00 90 -7.29 0.0106
2024-07-16 2024-06-30 13F PHILLIPS 66 COM 718546104 682 0 0.00 96 -13.51 0.0122
2024-04-16 2024-03-31 13F PHILLIPS 66 COM 718546104 682 0 0.00 111 23.33 0.0139
2024-01-26 2023-12-31 13F PHILLIPS 66 COM 718546104 682 0 0.00 91 11.11 0.0123
2023-10-12 2023-09-30 13F PHILLIPS 66 COM 718546104 682 0 0.00 82 24.62 0.0125
2023-07-24 2023-06-30 13F PHILLIPS 66 COM 718546104 682 -13 -1.87 65 -7.14 0.0094
2023-04-24 2023-03-31 13F PHILLIPS 66 COM 718546104 695 13 1.91 70 0.00 0.0110
2023-01-24 2022-12-31 13F PHILLIPS 66 COM 718546104 682 0 0.00 71 27.27 0.0115
2022-10-14 2022-09-30 13F PHILLIPS 66 COM 718546104 682 -14 -2.01 55 -3.51 0.0100
2022-07-25 2022-06-30 13F PHILLIPS 66 COM 718546104 696 14 2.05 57 -3.39 0.0099
2022-04-26 2022-03-31 13F PHILLIPS 66 COM 718546104 682 0 0.00 59 20.41 0.0088
2022-01-31 2021-12-31 13F PHILLIPS 66 COM 718546104 682 0 0.00 49 2.08 0.0067
2021-10-20 2021-09-30 13F PHILLIPS 66 COM 718546104 682 0 0.00 48 -18.64 0.0073
2021-07-26 2021-06-30 13F PHILLIPS 66 COM 718546104 682 0 0.00 59 5.36 0.0090
2021-04-20 2021-03-31 13F PHILLIPS 66 COM 718546104 682 0 0.00 56 16.67 0.0089
2021-01-25 2020-12-31 13F PHILLIPS 66 COM 718546104 682 0 0.00 48 37.14 0.0082
2020-10-16 2020-09-30 13F PHILLIPS 66 COM 718546104 682 0 0.00 35 -28.57 0.0067
2020-07-14 2020-06-30 13F PHILLIPS 66 COM 718546104 682 -24 -3.40 49 28.95 0.0106
2020-04-20 2020-03-31 13F PHILLIPS 66 COM 718546104 706 0 0.00 38 -51.90 0.0110
2020-01-27 2019-12-31 13F PHILLIPS 66 COM 718546104 706 0 0.00 79 9.72 0.0160
2019-10-15 2019-09-30 13F PHILLIPS 66 COM 718546104 706 0 0.00 72 9.09 0.0158
2019-07-17 2019-06-30 13F PHILLIPS 66 COM 718546104 706 8 1.15 66 0.00 0.0148
2019-04-15 2019-03-31 13F PHILLIPS 66 COM 718546104 698 6 0.87 66 10.00 0.0155
2019-01-22 2018-12-31 13F PHILLIPS 66 COM 718546104 692 5 0.73 60 -22.08 0.0164
2018-10-15 2018-09-30 13F PHILLIPS 66 COM 718546104 687 5 0.73 77 0.00 0.0171
2018-07-23 2018-06-30 13F PHILLIPS 66 COM 718546104 682 5 0.74 77 18.46 0.0181
2018-04-25 2018-03-31 13F PHILLIPS 66 COM 718546104 677 5 0.74 65 -4.41 0.0158
2018-02-06 2017-12-31 13F PHILLIPS 66 COM 718546104 672 672 68 0.0161
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.