Filer reports 10% beneficial interest in Phillips 66 (NYSE: PSX) tied to $4B claim

Rhea-AI Filing Summary

Phillips 66 is the subject of a Schedule 13D in which reporting owner Loreto Manolo Zamora and Link Co state beneficial ownership of 1 common share, described as representing about 10% of the class. The filing ties this percentage to an administrative claim over equity entitlements and institutional assets with an estimated value of $4,000,000,000.00 for the 2015–2026 period.

The reporting owner indicates sole voting and dispositive power over this interest, held through authority as Principal and Account Administrator of LMZ & Berkshire Hathaway Co. The stated purpose is long-term administrative and investment holding and to facilitate institutional repatriation and asset reconciliation, with no current plans for extraordinary corporate transactions.

Insights

Equity ownership & governance analyst

Schedule 13D reports a stated 10% beneficial stake in Phillips 66 tied to a $4B equity entitlement claim.

The Schedule 13D states that Loreto Manolo Zamora, through Link Co and LMZ & Berkshire Hathaway Co, has a beneficial ownership interest in Phillips 66 common stock described as 10% of the class. This is linked to an administrative equity entitlement and institutional asset claim of $4,000,000,000.00 over 2015–2026, rather than to a conventional purchase of a large share block.

The filer reports sole voting and dispositive power over 1 share and indicates the position is intended for long-term administrative and investment purposes, focused on repatriation and reconciliation of equity entitlements. The filing also states no current plans for mergers, liquidations, or other extraordinary corporate actions, though it reserves the right to future discussions with management. The overall impact depends on how this reported entitlement interacts with the company’s formally recognized share base and any subsequent disclosures.

Key Figures

Estimated equity entitlements value: $4,000,000,000.00 Beneficially owned shares: 1 share Percent of class: 10.0% +2 more

5 metrics

Estimated equity entitlements value $4,000,000,000.00 Underlying assets and equity entitlements for 2015–2026

Beneficially owned shares 1 share Reported beneficial ownership in Phillips 66 common stock

Percent of class 10.0% Percent of class represented by amount in Row (11)

Event date 09/04/2015 Date of event requiring Schedule 13D filing

Signature date 04/03/2026 Date the reporting owner certified the statement

Key Terms

beneficial ownership interest, equity entitlements, institutional repatriation, sole dispositive power, +1 more

5 terms

beneficial ownership interest financial

"The reporting owner acquired a 10% beneficial ownership interest in the Issuer"

equity entitlements financial

"underlying assets and equity entitlements for the period of 2015-2026"

institutional repatriation financial

"to facilitate the Institutional Repatriation and asset reconciliation of equity entitlements"

sole dispositive power financial

"Sole Dispositive Power 1.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Schedule 13D regulatory

"If the filing person has previously filed a statement on Schedule 13G"

A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

Phillips 66

(Name of Issuer)

Common Stock

(Title of Class of Securities)

(CUSIP Number)

Loreto Manolo Zamora
Purok 6, Andap,
New Bataan, R6, 8804
09152200858

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

09/04/2015

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

schemaVersion:

SCHEDULE 13D

CUSIP No.

1

Name of reporting person

Link Co

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

OO

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

PHILIPPINES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 1.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 1.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

1.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

10.0 %

14

Type of Reporting Person (See Instructions)

CO

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Stock
(b)	Name of Issuer: Phillips 66
(c)	Address of Issuer's Principal Executive Offices: 2331 CITYWEST BLVD., 8804, HOUSTON, TEXAS , 77042.
Item 2.	Identity and Background
(a)	Loreto Manolo Zamora
(b)	Purok 6 Andap New Bataan Davao de Oro
(c)	Administrator of LMZ & Berkshire Hathaway Co
(d)	None
(e)	None
(f)	Filipino
Item 3.	Source and Amount of Funds or Other Consideration
	The reporting owner acquired a 10% beneficial ownership interest in the Issuer, Phillips 66, through established institutional administrative authority and equity reconciliation. The estimated value of the underlying assets and equity entitlements for the period of 2015-2026 is $4,000,000,000.00. No funds were borrowed from any financial institution for the purpose of this transaction.
Item 4.	Purpose of Transaction
	This filing is made to formally record the Reporting Owners 10 percent interest and to facilitate the Institutional Repatriation and asset reconciliation of equity entitlements. The Reporting Owner intends to maintain this position for long-term administrative and investment purposes. The Reporting Owner has no current plans for an extraordinary corporate transaction, such as a merger or liquidation, but reserves the right to engage in future discussions with management.
Item 5.	Interest in Securities of the Issuer
(a)	The Reporting Owner beneficially owns 1 share representing approximately 10% of the class of securities identified in Item 1, based on the administrative claim of $4,000,000,000.00 in accumulated liquid assets and equity entitlements.
(b)	Sole power to vote or to direct the vote: 1. Shared power to vote or to direct the vote: 0. Sole power to dispose or to direct the disposition of: 1 Shared power to dispose or to direct the disposition of: 0.
(c)	The transactions reported herein involve the administrative reconciliation of equity entitlements and institutional assets valued at $4,000,000,000.00. These shares represent a 10% interest established through the reporting person's authority as Principal and Account Administrator of LMZ & Berkshire Hathaway Co. (CIK 0001652795) since September 2015.
(d)	Not applicable. The reporting owner is the sole beneficial owner of the interest reported herein.
(e)	Not applicable. The reporting owner continues to maintain a 10% interest.
Item 6.	Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer
	The reporting owner, as Principal of LMZ & Berkshire Hathaway Co., maintains authority over the equity entitlements and institutional assets through established administrative protocols dating back to September 2015. There are no other contracts, arrangements, or understandings with any person with respect to the securities of the issuer.
Item 7.	Material to be Filed as Exhibits.
	NONE

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Link Co

Signature:	Loreto Manolo Zamora
Name/Title:	Principal/Account Administrator
Date:	04/03/2026

FAQ

What ownership stake in Phillips 66 (PSX) does this Schedule 13D report?

The Schedule 13D states that the reporting owner beneficially owns 1 share of Phillips 66 common stock, described as representing approximately 10% of the class. This percentage is based on an administrative claim over equity entitlements and institutional assets rather than a large share count.

How is the reported 10% interest in Phillips 66 (PSX) valued in this filing?

The filing ties the reported 10% beneficial interest to an estimated value of $4,000,000,000.00 in underlying assets and equity entitlements. This valuation covers the period from 2015 to 2026 and is associated with institutional administrative authority and equity reconciliation described by the reporting owner.

Who is the reporting owner on this Phillips 66 (PSX) Schedule 13D?

The reporting owner is Loreto Manolo Zamora, identified as Principal and Account Administrator of LMZ & Berkshire Hathaway Co. The cover page lists Link Co as the reporting person, with Filipino citizenship and sole voting and dispositive power reported over the stated beneficial interest.

What is the purpose of the reported Phillips 66 (PSX) 10% interest?

The filing says the purpose is to formally record a 10% interest and facilitate institutional repatriation and asset reconciliation of equity entitlements. The reporting owner intends to maintain the position for long-term administrative and investment purposes, with no current plans for extraordinary corporate transactions.

Does the Phillips 66 (PSX) Schedule 13D indicate control over voting and disposition?

Yes. The Schedule 13D reports sole power to vote and sole power to dispose of the beneficially owned interest, each listed as 1. Shared voting power and shared dispositive power are both reported as 0, indicating no joint authority over this stated position.

Are there any contracts or arrangements related to the Phillips 66 (PSX) securities?

The filing states that the reporting owner, as Principal of LMZ & Berkshire Hathaway Co., maintains authority over equity entitlements and institutional assets through administrative protocols dating back to September 2015. It also notes there are no other contracts, arrangements, or understandings with any person regarding Phillips 66 securities.