필립스 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership153,254 shares
Latest Disclosed Value $ 27,919,814
Bridgewater Associates, LP reports 166.45% increase in ownership of PSX / Phillips 66

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 153,254 shares of Phillips 66 (MX:PSX) valued at $27,919,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 57,517 shares of Phillips 66. This represents a change in shares of 166.45% 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)
2026-05-15 2026-03-31 13F PHILLIPS 66 COM 718546104 153,254 95,737 166.45 27,920 276.22 0.1246
2026-02-13 2025-12-31 13F PHILLIPS 66 COM 718546104 57,517 30,194 110.51 7,422 99.70 0.0271
2025-11-13 2025-09-30 13F PHILLIPS 66 COM 718546104 27,323 27,323 3,716 0.0146
2024-11-13 2024-09-30 13F PHILLIPS 66 COM 718546104 0 -3,028 -100.00 0 -100.00
2024-08-14 2024-06-30 13F PHILLIPS 66 COM 718546104 3,028 3,028 427 0.0022
2023-11-13 2023-09-30 13F PHILLIPS 66 COM 718546104 0 -131,944 -100.00 0 -100.00
2023-08-11 2023-06-30 13F PHILLIPS 66 COM 718546104 131,944 -14,492 -9.90 12,585 -15.23 0.0777
2023-05-12 2023-03-31 13F PHILLIPS 66 COM 718546104 146,436 146,436 14,846 0.0906
2022-11-10 2022-09-30 13F PHILLIPS 66 COM 718546104 0 -17,164 -100.00 0 -100.00
2022-08-11 2022-06-30 13F PHILLIPS 66 COM 718546104 17,164 17,164 1,407 0.0060
2020-02-13 2019-12-31 13F PHILLIPS 66 COM 718546104 0 -29,236 -100.00 0 -100.00
2019-11-13 2019-09-30 13F PHILLIPS 66 COM 718546104 29,236 -56,242 -65.80 2,994 -62.56 0.0263
2019-08-13 2019-06-30 13F PHILLIPS 66 COM 718546104 85,478 -153,932 -64.30 7,996 -64.91 0.0627
2019-05-14 2019-03-31 13F PHILLIPS 66 COM 718546104 239,410 -97,653 -28.97 22,785 -21.53 0.1396
2019-02-13 2018-12-31 13F PHILLIPS 66 COM 718546104 337,063 282,837 521.59 29,038 375.10 0.2657
2018-11-13 2018-09-30 13F PHILLIPS 66 COM 718546104 54,226 16,368 43.24 6,112 43.74 0.0633
2018-08-13 2018-06-30 13F PHILLIPS 66 COM 718546104 37,858 31,721 516.88 4,252 621.90 0.0425
2018-05-15 2018-03-31 13F PHILLIPS 66 COM 718546104 6,137 6,137 589 0.0056
2016-11-09 2016-09-30 13F PHILLIPS 66 COM 718546104 0 -8,529 -100.00 0 -100.00
2016-08-10 2016-06-30 13F PHILLIPS 66 COM 718546104 8,529 -3,600 -29.68 677 -35.52 0.0085
2016-05-13 2016-03-31 13F PHILLIPS 66 COM 718546104 12,129 -39,821 -76.65 1,050 -75.29 0.0133
2016-02-11 2015-12-31 13F PHILLIPS 66 COM 718546104 51,950 -10,200 -16.41 4,250 -11.01 0.0551
2015-11-12 2015-09-30 13F PHILLIPS 66 COM 718546104 62,150 11,100 21.74 4,776 16.12 0.0639
2015-08-11 2015-06-30 13F PHILLIPS 66 COM 718546104 51,050 -67,600 -56.97 4,113 -55.90 0.0380
2015-05-14 2015-03-31 13F PHILLIPS 66 COM 718546104 118,650 79,700 204.62 9,326 233.91 0.0727
2015-02-11 2014-12-31 13F PHILLIPS 66 COM 718546104 38,950 38,950 0.00 2,793 0.0223
2014-11-12 2014-09-30 13F PHILLIPS 66 COM 718546104 0 -11,750 -100.00 0 -100.00
2014-08-12 2014-06-30 13F PHILLIPS 66 COM 718546104 11,750 8,200 230.99 945 244.89 0.0071
2014-02-12 2013-12-31 13F PHILLIPS 66 COM 718546104 3,550 -14,900 -80.76 274 -74.79 0.0022
2013-08-13 2013-06-30 13F PHILLIPS 66 COM 718546104 18,450 18,450 1,087 0.0095
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.