菲利普斯 66
MX ˙ BMV ˙ US7185461040
SecurityMX:PSX / Phillips 66
InstitutionProfund Advisors Llc
Latest Disclosed Ownership19,060 shares
Latest Disclosed Value $ 3,472,351
Profund Advisors Llc reports 35.34% increase in ownership of PSX / Phillips 66

On April 24, 2026 - Profund Advisors Llc filed a 13F-HR form disclosing ownership of 19,060 shares of Phillips 66 (MX:PSX) valued at $3,472,351 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 14,083 shares of Phillips 66. This represents a change in shares of 35.34% 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)
2026-04-24 2026-03-31 13F PHILLIPS 66 COM 718546104 19,060 4,977 35.34 3,472 91.08 0.1275
2026-02-06 2025-12-31 13F PHILLIPS 66 COM 718546104 14,083 -2,318 -14.13 1,817 -18.52 0.0552
2025-11-06 2025-09-30 13F PHILLIPS 66 COM 718546104 16,401 93 0.57 2,231 14.65 0.0725
2025-08-07 2025-06-30 13F PHILLIPS 66 COM 718546104 16,308 -1,037 -5.98 1,946 -9.15 0.0700
2025-05-08 2025-03-31 13F PHILLIPS 66 COM 718546104 17,345 -2 -0.01 2,142 8.35 0.0931
2025-02-14 2024-12-31 13F PHILLIPS 66 COM 718546104 17,347 -4,038 -18.88 1,976 -29.70 0.0722
2024-11-14 2024-09-30 13F PHILLIPS 66 COM 718546104 21,385 -1,113 -4.95 2,811 -11.49 0.1063
2024-08-13 2024-06-30 13F PHILLIPS 66 COM 718546104 22,498 1,615 7.73 3,176 -6.89 0.1178
2024-05-08 2024-03-31 13F PHILLIPS 66 COM 718546104 20,883 -7,558 -26.57 3,411 -9.90 0.1328
2024-02-14 2023-12-31 13F PHILLIPS 66 COM 718546104 28,441 1,462 5.42 3,787 16.82 0.1627
2023-11-13 2023-09-30 13F PHILLIPS 66 COM 718546104 26,979 -2,054 -7.07 3,242 17.05 0.1792
2023-08-10 2023-06-30 13F PHILLIPS 66 COM 718546104 29,033 -3,576 -10.97 2,769 -16.22 0.1486
2023-05-12 2023-03-31 13F PHILLIPS 66 COM 718546104 32,609 2,743 9.18 3,306 6.34 0.2043
2023-02-02 2022-12-31 13F PHILLIPS 66 COM 718546104 29,866 2,688 9.89 3,108 41.66 0.2017
2022-11-07 2022-09-30 13F PHILLIPS 66 COM 718546104 27,178 -3,810 -12.30 2,194 -13.66 0.1578
2022-08-01 2022-06-30 13F PHILLIPS 66 COM 718546104 30,988 -1,548 -4.76 2,541 -9.61 0.1614
2022-05-10 2022-03-31 13F PHILLIPS 66 COM 718546104 32,536 10,688 48.92 2,811 77.57 0.1180
2022-02-08 2021-12-31 13F PHILLIPS 66 COM 718546104 21,848 603 2.84 1,583 6.38 0.0518
2021-11-12 2021-09-30 13F PHILLIPS 66 COM 718546104 21,245 -5,066 -19.25 1,488 -34.10 0.0501
2021-08-12 2021-06-30 13F PHILLIPS 66 COM 718546104 26,311 2,933 12.55 2,258 18.47 0.0758
2021-05-14 2021-03-31 13F PHILLIPS 66 COM 718546104 23,378 4,845 26.14 1,906 47.07 0.0733
2021-02-09 2020-12-31 13F PHILLIPS 66 COM 718546104 18,533 1,490 8.74 1,296 46.61 0.0566
2020-11-13 2020-09-30 13F PHILLIPS 66 COM 718546104 17,043 -2,378 -12.24 884 -36.68 0.0455
2020-08-03 2020-06-30 13F PHILLIPS 66 COM 718546104 19,421 3,568 22.51 1,396 64.04 0.0777
2020-05-15 2020-03-31 13F PHILLIPS 66 COM 718546104 15,853 -2,304 -12.69 851 -57.93 0.0639
2020-02-18 2019-12-31 13F PHILLIPS 66 COM 718546104 18,157 568 3.23 2,023 12.33 0.0881
2019-11-12 2019-09-30 13F PHILLIPS 66 COM 718546104 17,589 892 5.34 1,801 15.30 0.0911
2019-08-13 2019-06-30 13F PHILLIPS 66 COM 718546104 16,697 1,186 7.65 1,562 5.83 0.0741
2019-05-15 2019-03-31 13F PHILLIPS 66 COM 718546104 15,511 -431 -2.70 1,476 7.50 0.0710
2019-02-14 2018-12-31 13F PHILLIPS 66 COM 718546104 15,942 -4,237 -21.00 1,373 -39.65 0.0849
2018-11-13 2018-09-30 13F PHILLIPS 66 COM 718546104 20,179 163 0.81 2,275 1.20 0.0863
2018-08-13 2018-06-30 13F PHILLIPS 66 COM 718546104 20,016 645 3.33 2,248 20.99 0.0898
2018-05-14 2018-03-31 13F PHILLIPS 66 COM 718546104 19,371 -3,750 -16.22 1,858 -20.56 0.0740
2018-02-14 2017-12-31 13F PHILLIPS 66 COM 718546104 23,121 528 2.34 2,339 13.00 0.0902
2017-11-13 2017-09-30 13F PHILLIPS 66 COM 718546104 22,593 -1,120 -4.72 2,070 5.56 0.0862
2017-08-11 2017-06-30 13F PHILLIPS 66 COM 718546104 23,713 -1,756 -6.89 1,961 -2.82 0.0889
2017-04-25 2017-03-31 13F PHILLIPS 66 COM 718546104 25,469 -3,818 -13.04 2,018 -20.27 0.0902
2017-02-13 2016-12-31 13F PHILLIPS 66 COM 718546104 29,287 2,821 10.66 2,531 18.71 0.1165
2016-11-10 2016-09-30 13F PHILLIPS 66 COM 718546104 26,466 -9,853 -27.13 2,132 -26.02 0.1014
2016-08-12 2016-06-30 13F PHILLIPS 66 COM 718546104 36,319 8,448 30.31 2,882 19.44 0.1403
2016-05-06 2016-03-31 13F PHILLIPS 66 COM 718546104 27,871 1,080 4.03 2,413 10.08 0.1251
2016-02-05 2015-12-31 13F PHILLIPS 66 COM 718546104 26,791 561 2.14 2,192 8.73 0.1040
2015-11-06 2015-09-30 13F PHILLIPS 66 COM 718546104 26,230 -9,904 -27.41 2,016 -30.75 0.1149
2015-08-11 2015-06-30 13F PHILLIPS 66 COM 718546104 36,134 563 1.58 2,911 4.11 0.1205
2015-05-08 2015-03-31 13F PHILLIPS 66 COM 718546104 35,571 35,571 0.00 2,796 0.1088
2015-01-30 2014-12-31 13F PHILLIPS 66 COM 718546104 0 -36,449 -100.00 0 -100.00
2014-11-06 2014-09-30 13F PHILLIPS 66 COM 718546104 36,449 -7,548 -17.16 2,964 -16.25 0.1388
2014-08-08 2014-06-30 13F PHILLIPS 66 COM 718546104 43,997 7,935 22.00 3,539 27.35 0.1552
2014-05-07 2014-03-31 13F PHILLIPS 66 COM 718546104 36,062 -1,018 -2.75 2,779 -2.83 0.1263
2014-02-04 2013-12-31 13F PHILLIPS 66 COM 718546104 37,080 -3,257 -8.07 2,860 22.64 0.1282
2013-11-07 2013-09-30 13F PHILLIPS 66 COM 718546104 40,337 -574 -1.40 2,332 -3.24 0.1238
2013-07-25 2013-06-30 13F PHILLIPS 66 COM 718546104 40,911 40,911 2,410 0.1703
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.