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PSX · Phillips 66
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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PSX

Phillips 66
ENERGY · PETROLEUM REFINING · CIK 0001534701
ACTIVIST 13DFORM 144 · 9☆ WATCH
INSIDER NET · 180D
-$39.7M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
1
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
978
13F, latest reported quarter
REVENUE GROWTH
-7.5%
XBRL, annual
NET MARGIN
3.3%
CONVERSIONS · 180D
14
codes C/M, not in net · $17.2M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$39.7M over 180 days
-$23.7M over 90 days
below 86% of Energy
CONGRESS
no member of Congress has reported trading it
FUNDS
978 funds added or opened last quarter
more than 97% of Energy
REVENUE
-7.5% year over year
below 70% of Energy
MARGIN
3.3% net margin
more than 50% of Energy
BUYBACKS
$648.0M repurchased, FY to 2026-06-30
more than 88% of Energy
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$39.7M across 6 people in 180 days.
978 funds added or opened positions in the latest 13F quarter, of 2,107 holders.
Link Co disclosed a 5%+ stake (10.0%) in the last six months.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +96.0%
+96.0%12M
-5%+28%+62%+96%2025-092025-102025-122026-032026-052026-072026-09 2026-08-12 · Harbison Richard G sold $11.7M2026-03-12 · Mandell Brian sold $7.3M2026-08-11 · Mandell Brian sold $6.5M2026-05-08 · Mitchell Kevin J sold $5.0M2025-11-07 · Mitchell Kevin J sold $4.1M2025-12-01 · Mandell Brian sold $3.6M2026-03-30 · Mitchell Kevin J sold $3.0M2026-03-05 · Mitchell Kevin J sold $2.8M2026-07-09 · Mitchell Kevin J sold $2.1M2025-11-18 · Mandell Brian sold $1.9M2025-11-18 · Mandell Brian sold $1.7M2026-02-17 · Baldridge Don sold $1.2M2026-03-04 · Mitchell Kevin J sold $815.9K2026-07-21 · Sutherland Vanessa Allen sold $743.5K2026-08-10 · Mandell Brian sold $706.3K2026-03-13 · Davis Lisa Ann sold $662.6K2026-02-04 · Sutherland Vanessa Allen sold $659.1K2026-01-09 · Sutherland Vanessa Allen sold $637.1K2025-09-26 · Sutherland Vanessa Allen sold $615.0K2025-09-09 · Sutherland Vanessa Allen sold $593.1K2026-08-10 · Kluppel Ann M sold $442.3K2026-08-10 · Kluppel Ann M sold $422.9K2026-08-10 · Kluppel Ann M sold $417.0K2026-08-07 · Kluppel Ann M sold $369.0K2026-08-10 · Davis Lisa Ann sold $207.2K2026-07-20 · Sutherland Vanessa Allen sold $118.8K2026-05-11 · Mitchell Kevin J sold $102.9K2026-08-10 · Davis Lisa Ann sold $65.8K2026-08-10 · Davis Lisa Ann sold $41.7K2026-03-17 · Meyers Kevin Omar bought $30.3K2026-05-06 · Meyers Kevin Omar bought $30.3K2026-04-03 · Link Co filed a 5%+ stake (10.0%)2026-08-12 · Richard G. Harbison filed to sell $11.7M2026-08-11 · Brian Mandell filed to sell $706.3K2026-08-11 · Brian Mandell filed to sell $6.5M2026-08-10 · THE DAVIS REVOCABLE TRUST filed to sell $314.7K2026-08-10 · Ann Kluppel filed to sell $1.3M2026-08-07 · Ann Kluppel filed to sell $368.9K2026-07-22 · Vanessa Sutherland filed to sell $743.4K2026-07-20 · Vanessa Sutherland filed to sell $118.8K2026-07-09 · Kevin Mitchell filed to sell $2.1M
INSIDER BUYINSIDER SELL13D/G STAKEFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
An activist crossed the 5% line with declared intent.
The record shows a net $39.7M sold by insiders over 180 days, 978 funds added last quarter, $23.7M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
METCAMRPBFGULTUPRTCRCREPXDMLPCVXPARRTALODKL
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Phillips 66 insiders sold a net $39.7M of stock across 73 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Harbison Richard G
EVP, Refining
SELL
2026-08-12
52,100.0
$11.7M
Mandell Brian
Executive Vice President
SELL
2026-08-11
30,000.0
$6.5M
Kluppel Ann M
SVP and Controller
SELL
2026-08-10
2,100.0
$442.3K
Kluppel Ann M
SVP and Controller
SELL
2026-08-10
1,967.0
$417.0K
Kluppel Ann M
SVP and Controller
SELL
2026-08-10
1,967.0
$422.9K
73 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 68 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
34,112,861.0 sh
$5.8B
VANGUARD CAPITAL MANAGEMENT LLC
26,183,335.0 sh
$4.4B
STATE STREET CORP
26,044,694.0 sh
$4.4B
VANGUARD PORTFOLIO MANAGEMENT LLC
22,214,319.0 sh
$3.8B
Elliott Investment Management L.P.
19,251,000.0 sh
$3.3B
5%+ owners
13D = intent to influence · 13G = passive
Link Co
ACTIVIST 13D · 2026-04-03
10.0%
Planned sales · Form 144
Filed before the sale — intent, not a trade
Richard G. Harbison
FILED 2026-08-12
$11.7M
Brian Mandell
FILED 2026-08-11
$706.3K
Brian Mandell
FILED 2026-08-11
$6.5M
THE DAVIS REVOCABLE TRUST
FILED 2026-08-10
$314.7K
Ann Kluppel
FILED 2026-08-10
$1.3M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
iShares U.S. Oil & Gas Exploration & Production ETF
$47.8M POSITION · AS OF 2026-03-31
7.3%
VanEck Oil Refiners ETF
$9.6M POSITION · AS OF 2026-03-31
7.2%
Torray Equity Income Fund
$22.4M POSITION · AS OF 2026-02-28
6.5%
Invesco Energy Exploration & Production ETF
$6.5M POSITION · AS OF 2026-04-30
4.9%
ICON Natural Resources and Infrastructure Fund
$6.4M POSITION · AS OF 2026-03-31
4.7%
Strive U.S. Energy ETF
$14.4M POSITION · AS OF 2026-03-31
4.5%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Corporate PAC
FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors
Phillips 66 Pac
CYCLE 2026 · $1,002K SPENT
$1.1M
FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION
Executive pay vs shareholder return · Mr. Lashie
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$23.1M
$32.4M
$7.4M
+125%
+243%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$132.4B$143.2B$147.4B$170.0B
NET INCOME$4.4B$2.1B$7.0B$11.0B
EPS (DILUTED)10.794.9915.4823.27
OPERATING CASH FLOW$5.0B$4.2B$7.0B$10.8B
CASH$1.1B$1.7B$3.3B$6.1B
BUYBACKS$1.2B$3.5B$4.0B$1.5B
DIVIDENDS PAID$1.9B$1.9B$1.9B$1.8B
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →