필립스 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionClifford Group, LLC
Latest Disclosed Ownership3,722 shares
Latest Disclosed Value $ 678,149
Clifford Group, LLC reports 12.28% increase in ownership of PSX / Phillips 66

On May 15, 2026 - Clifford Group, LLC filed a 13F-HR form disclosing ownership of 3,722 shares of Phillips 66 (MX:PSX) valued at $678,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,315 shares of Phillips 66. This represents a change in shares of 12.28% 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.

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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 3,722 407 12.28 678 58.78 0.5223
2026-02-13 2025-12-31 13F PHILLIPS 66 COM 718546104 3,315 64 1.97 428 -3.39 0.3304
2025-11-14 2025-09-30 13F PHILLIPS 66 COM 718546104 3,251 219 7.22 442 22.44 0.3444
2025-08-14 2025-06-30 13F PHILLIPS 66 COM 718546104 3,032 -363 -10.69 362 -13.84 0.2972
2025-05-15 2025-03-31 13F PHILLIPS 66 COM 718546104 3,395 -640 -15.86 419 -8.71 0.3916
2025-02-12 2024-12-31 13F PHILLIPS 66 COM 718546104 4,035 -274 -6.36 460 -18.90 0.3504
2024-11-12 2024-09-30 13F PHILLIPS 66 COM 718546104 4,309 241 5.92 566 -1.39 0.4405
2024-08-12 2024-06-30 13F PHILLIPS 66 COM 718546104 4,068 -34 -0.83 574 -14.20 0.4636
2024-05-15 2024-03-31 13F PHILLIPS 66 COM 718546104 4,102 -352 -7.90 670 12.82 0.5532
2024-02-14 2023-12-31 13F PHILLIPS 66 COM 718546104 4,454 -4 -0.09 593 10.84 0.5496
2023-11-14 2023-09-30 13F PHILLIPS 66 COM 718546104 4,458 -715 -13.82 536 8.52 0.5810
2023-08-14 2023-06-30 13F PHILLIPS 66 COM 718546104 5,173 1,357 35.56 493 27.72 0.5299
2023-05-15 2023-03-31 13F PHILLIPS 66 COM 718546104 3,816 376 10.93 387 7.82 0.4691
2023-02-13 2022-12-31 13F PHILLIPS 66 COM 718546104 3,440 3,440 358 0.4471
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.