필립스 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership14,930 shares
Latest Disclosed Value $ 2,719,947
Empirical Finance, LLC reports 0.27% decrease in ownership of PSX / Phillips 66

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 14,930 shares of Phillips 66 (MX:PSX) valued at $2,719,947 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 14,971 shares of Phillips 66. This represents a change in shares of -0.27% 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)
2026-05-14 2026-03-31 13F/A-1 PHILLIPS 66 COM 718546104 14,930 -41 -0.27 2,720 40.81 0.1278
2026-05-14 2026-03-31 13F PHILLIPS 66 COM 718546104 14,930 -41 2,720 0.1278
2026-02-12 2025-12-31 13F PHILLIPS 66 COM 718546104 14,971 -680 -4.34 1,932 -9.26 0.0922
2025-11-13 2025-09-30 13F PHILLIPS 66 COM 718546104 15,651 125 0.81 2,129 14.90 0.1014
2025-08-11 2025-06-30 13F PHILLIPS 66 COM 718546104 15,526 100 0.65 1,852 -2.73 0.0970
2025-05-07 2025-03-31 13F PHILLIPS 66 COM 718546104 15,426 301 1.99 1,905 10.50 0.1150
2025-01-28 2024-12-31 13F PHILLIPS 66 COM 718546104 15,125 -4,111 -21.37 1,723 -31.84 0.0997
2024-11-06 2024-09-30 13F PHILLIPS 66 COM 718546104 19,236 261 1.38 2,529 -5.60 0.1474
2024-07-30 2024-06-30 13F PHILLIPS 66 COM 718546104 18,975 -5,968 -23.93 2,679 -34.27 0.1673
2024-05-06 2024-03-31 13F PHILLIPS 66 COM 718546104 24,943 559 2.29 4,074 25.51 0.2500
2024-02-14 2023-12-31 13F PHILLIPS 66 COM 718546104 24,384 3,913 19.11 3,246 32.00 0.2264
2023-11-02 2023-09-30 13F PHILLIPS 66 COM 718546104 20,471 1,628 8.64 2,460 36.84 0.1807
2023-07-27 2023-06-30 13F PHILLIPS 66 COM 718546104 18,843 6,063 47.44 1,797 38.76 0.1392
2023-04-05 2023-03-31 13F PHILLIPS 66 COM 718546104 12,780 700 5.79 1,296 3.02 0.1213
2023-02-21 2022-12-31 13F/A-1 PHILLIPS 66 COM 718546104 12,080 981 8.84 1,257 40.29 0.1302
2023-01-24 2022-12-31 13F PHILLIPS 66 COM 718546104 12,080 981 1 0.1301
2022-11-04 2022-09-30 13F PHILLIPS 66 COM 718546104 11,099 1,986 21.79 896 19.95 0.1063
2022-08-01 2022-06-30 13F PHILLIPS 66 COM 718546104 9,113 609 7.16 747 1.63 0.0952
2022-04-21 2022-03-31 13F PHILLIPS 66 COM 718546104 8,504 1,829 27.40 735 51.86 0.0823
2022-02-04 2021-12-31 13F PHILLIPS 66 COM 718546104 6,675 1,227 22.52 484 26.70 0.0571
2021-11-12 2021-09-30 13F PHILLIPS 66 COM 718546104 5,448 312 6.07 382 -13.38 0.0576
2021-08-10 2021-06-30 13F/A-1 PHILLIPS 66 COM 718546104 5,136 745 16.97 441 43.65 0.0719
2021-08-04 2021-06-30 13F PHILLIPS 66 COM 718546104 4,391 0 307 0.0540
2021-05-13 2021-03-31 13F PHILLIPS 66 COM 718546104 4,391 0 0.00 307 0.00 0.0540
2021-02-02 2020-12-31 13F PHILLIPS 66 COM 718546104 4,391 1,546 54.34 307 49.76 0.0540
2020-07-20 2020-06-30 13F/A-1 PHILLIPS 66 COM 718546104 2,845 2,845 205 0.0525
2017-05-11 2017-03-31 13F PHILLIPS 66 COM 718546104 0 -250 -100.00 0 -100.00
2017-02-13 2016-12-31 13F PHILLIPS 66 COM 718546104 250 250 22 0.0148
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.