필립스 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionWealthbridge Capital Management, Llc
Latest Disclosed Ownership1,101 shares
Latest Disclosed Value $ 200,542
Wealthbridge Capital Management, Llc ownership in PSX / Phillips 66

On April 17, 2026 - Wealthbridge Capital Management, Llc filed a 13F-HR form disclosing ownership of 1,101 shares of Phillips 66 (MX:PSX) valued at $200,542 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2025 disclosing 0 shares of Phillips 66.

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)
2026-04-17 2026-03-31 13F PHILLIPS 66 COM 718546104 1,101 1,101 201 0.0462
2025-02-03 2024-12-31 13F PHILLIPS 66 COM 718546104 0 -2,895 -100.00 0 -100.00
2024-10-07 2024-09-30 13F PHILLIPS 66 COM 718546104 2,895 838 40.74 381 31.03 0.1087
2024-08-02 2024-06-30 13F PHILLIPS 66 COM 718546104 2,057 65 3.26 290 -10.77 0.0955
2024-04-30 2024-03-31 13F PHILLIPS 66 COM 718546104 1,992 142 7.68 325 32.11 0.1095
2024-02-12 2023-12-31 13F PHILLIPS 66 COM 718546104 1,850 -6 -0.32 246 10.31 0.0923
2023-11-08 2023-09-30 13F PHILLIPS 66 COM 718546104 1,856 1,856 223 0.0921
2023-08-01 2023-06-30 13F PHILLIPS 66 COM 718546104 0 -2,834 -100.00 0 -100.00
2023-05-11 2023-03-31 13F PHILLIPS 66 COM 718546104 2,834 750 35.99 287 32.87 0.1145
2023-01-31 2022-12-31 13F PHILLIPS 66 EQUITY 718546104 2,084 -2,304 -52.51 217 -40.00 0.0906
2022-11-14 2022-09-30 13F PHILLIPS 66 COM 718546104 4,388 0 0.00 360 0.00 0.1536
2022-08-12 2022-06-30 13F PHILLIPS 66 COM 718546104 4,388 4,388 360 0.1536
2019-08-13 2019-06-30 13F PHILLIPS 66 COM Stock 718546104 0 -955 -100.00 0 -100.00
2019-05-15 2019-03-31 13F PHILLIPS 66 COM Stock 718546104 955 -15 -1.55 82 -2.38 0.0521
2019-02-14 2018-12-31 13F PHILLIPS 66 COM Stock 718546104 970 970 84 0.0639
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.