菲利普斯 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionFinancial Management Professionals, Inc.
Latest Disclosed Ownership765 shares
Latest Disclosed Value $ 139,345
Financial Management Professionals, Inc. ownership in PSX / Phillips 66

On April 15, 2026 - Financial Management Professionals, Inc. filed a 13F-HR form disclosing ownership of 765 shares of Phillips 66 (MX:PSX) valued at $139,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 765 shares of Phillips 66. This represents a change in shares of 0.00% 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)
2026-04-15 2026-03-31 13F Phillips 66 Stock 718546104 765 0 0.00 139 41.84 0.0156
2026-01-27 2025-12-31 13F Phillips 66 Stock 718546104 765 1 0.13 99 -4.85 0.0102
2025-10-15 2025-09-30 13F Phillips 66 Stock 718546104 764 7 0.92 104 14.44 0.0108
2025-07-15 2025-06-30 13F Phillips 66 Stock 718546104 757 -743 -49.53 90 -51.35 0.0102
2025-04-10 2025-03-31 13F Phillips 66 Stock 718546104 1,500 -2 -0.13 185 8.19 0.0237
2025-01-15 2024-12-31 13F Phillips 66 Stock 718546104 1,502 13 0.87 171 0.0216
2024-10-24 2024-09-30 13F Phillips 66 Stock 718546104 1,489 387 35.12 0 0.0243
2024-07-12 2024-06-30 13F Phillips 66 Stock 718546104 1,102 332 43.12 0 0.0214
2024-04-16 2024-03-31 13F Phillips 66 Stock 718546104 770 -500 -39.37 0 0.0186
2024-01-12 2023-12-31 13F Phillips 66 Stock 718546104 1,270 0 0.00 0 0.0275
2023-10-13 2023-09-30 13F Phillips 66 Stock 718546104 1,270 0 0.00 0 0.0269
2023-07-10 2023-06-30 13F Phillips 66 Stock 718546104 1,270 0 0.00 0 0.0202
2023-04-13 2023-03-31 13F Phillips 66 Stock 718546104 1,270 67 5.57 0 0.0249
2023-01-11 2022-12-31 13F Phillips 66 Stock 718546104 1,203 -315 -20.75 0 -100.00 0.0256
2022-10-27 2022-09-30 13F Phillips 66 Stock 718546104 1,518 296 24.22 123 23.00 0.0282
2022-07-12 2022-06-30 13F PHILLIPS 66 COM 718546104 1,222 45 3.82 100 -1.96 0.0243
2022-04-27 2022-03-31 13F PHILLIPS 66 COM 718546104 1,177 38 3.34 102 22.89 0.0221
2022-01-28 2021-12-31 13F PHILLIPS 66 COM 718546104 1,139 0 0.00 83 3.75 0.0176
2021-11-02 2021-09-30 13F PHILLIPS 66 COM 718546104 1,139 -120 -9.53 80 -25.93 0.0185
2021-08-05 2021-06-30 13F PHILLIPS 66 COM 718546104 1,259 -216 -14.64 108 -10.00 0.0278
2021-04-26 2021-03-31 13F PHILLIPS 66 COM 718546104 1,475 -485 -24.74 120 -12.41 0.0321
2021-02-03 2020-12-31 13F PHILLIPS 66 COM 718546104 1,960 -15 -0.76 137 34.31 0.0384
2020-10-26 2020-09-30 13F PHILLIPS 66 COM 718546104 1,975 0 0.00 102 -28.17 0.0364
2020-07-21 2020-06-30 13F PHILLIPS 66 COM 718546104 1,975 184 10.27 142 47.92 0.0490
2020-04-24 2020-03-31 13F PHILLIPS 66 COM 718546104 1,791 -207 -10.36 96 -56.95 0.0407
2020-01-21 2019-12-31 13F PHILLIPS 66 COM 718546104 1,998 -219 -9.88 223 -1.76 0.0738
2019-10-11 2019-09-30 13F PHILLIPS 66 COM 718546104 2,217 0 0.00 227 9.66 0.0837
2019-07-29 2019-06-30 13F PHILLIPS 66 COM 718546104 2,217 0 0.00 207 -1.90 0.0767
2019-04-22 2019-03-31 13F PHILLIPS 66 COM 718546104 2,217 -50 -2.21 211 8.21 0.0848
2019-01-22 2018-12-31 13F PHILLIPS 66 COM 718546104 2,267 -178 -7.28 195 -29.35 0.1215
2018-10-24 2018-09-30 13F PHILLIPS 66 COM 718546104 2,445 52 2.17 276 2.60 0.1072
2018-08-01 2018-06-30 13F PHILLIPS 66 COM 718546104 2,393 831 53.20 269 79.33 0.1096
2018-05-04 2018-03-31 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 150 -4.46 0.0776
2018-01-19 2017-12-31 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 157 9.79 0.0662
2017-10-19 2017-09-30 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 143 10.85 0.0627
2017-07-28 2017-06-30 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 129 4.88 0.0585
2017-04-18 2017-03-31 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 123 -8.21 0.0628
2017-02-06 2016-12-31 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 134 7.20 0.0698
2016-11-07 2016-09-30 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 125 1.63 0.0648
2016-08-04 2016-06-30 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 123 -8.89 0.0647
2016-05-04 2016-03-31 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 135 6.30 0.0699
2016-01-28 2015-12-31 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 127 5.83 0.0651
2015-11-03 2015-09-30 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 120 -4.00 0.0812
2015-07-30 2015-06-30 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 125 1.63 0.0585
2015-05-05 2015-03-31 13F PHILLIPS 66 COM 718546104 1,562 1,562 0.00 123 0.0576
2015-01-29 2014-12-31 13F PHILLIPS 66 COM 718546104 0 -1,562 -100.00 0 -100.00
2014-11-03 2014-09-30 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 127 1.60 0.0866
2014-08-01 2014-06-30 13F PHILLIPS 66 COM 718546104 1,562 0 0.00 125 4.17 0.0829
2014-05-06 2014-03-31 13F PHILLIPS 66 COM 718546104 1,562 414 36.06 120 34.83 0.0825
2014-01-23 2013-12-31 13F PHILLIPS 66 COM 718546104 1,148 0 0.00 89 34.85 0.0601
2013-10-30 2013-09-30 13F PHILLIPS 66 COM 718546104 1,148 0 0.00 66 -2.94 0.0409
2013-08-08 2013-06-30 13F PHILLIPS 66 COM 718546104 1,148 1,148 68 0.0500
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.