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PSX Phillips 66 (PSX) Insider Trading, Ownership & Congress Trades

Energy · Petroleum refining · CIK 0001534701
Quote by TradingView
Form 144 · 7
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
984
13F, latest reported quarter
Conversions, 180 days
13
Codes C/M, not in net · $13.6M priced

What the filings say about PSX

Insiders, 180 days
-$35.0M net sold
1 buyer · 6 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-05-12
Planned sales (Form 144), 90 days
$27.0M
7 notices

Phillips 66 insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Phillips 66 insiders sold a net $35.0M of stock across 74 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Mandell Brian
Executive Vice President
SELL
2026-09-17 SECtraded 2026-09-16
23,400
$6.2M
+5.8%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Aug 11, 2026.
  • The trade is 38.0% of the 61,594 shares held after it.
  • No other insider sold within 30 days.
  • 984 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Mandell Brian sold about $6.2M of PSX on Sep 16, 2026; 984 funds added in the latest 13F quarter.
Harbison Richard G
EVP, Refining
SELL
2026-08-13 SECtraded 2026-08-12
52,100
$11.7M
+24.3%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Feb 12, 2024.
  • The trade is 133.3% of the 39,094 shares held after it.
  • 4 other insiders sold within 30 days.
  • 984 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Refining Harbison Richard G sold about $11.7M of PSX on Aug 12, 2026, the largest insider sale at the company since 2023; 4 other insiders sold within 30 days and 984 funds added in the latest 13F quarter.
Mandell Brian
Executive Vice President
SELL
2026-08-12 SECtraded 2026-08-11
30,000
$6.5M
+24.8%
Context
  • 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Aug 10, 2026.
  • The trade is 48.7% of the 61,594 shares held after it.
  • 4 other insiders sold within 30 days.
  • 984 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Mandell Brian sold about $6.5M of PSX on Aug 11, 2026; 4 other insiders sold within 30 days and 984 funds added in the latest 13F quarter.
Kluppel Ann M
SVP and Controller
SELL
2026-08-11 SECtraded 2026-08-10
2,100
$442.3K
+28.7%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Aug 7, 2026.
  • The trade is 7.2% of the 29,335 shares held after it.
  • 4 other insiders sold within 30 days.
  • 984 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP and Controller Kluppel Ann M sold about $442.3K of PSX on Aug 10, 2026; 4 other insiders sold within 30 days and 984 funds added in the latest 13F quarter.
Kluppel Ann M
SVP and Controller
SELL
2026-08-11 SECtraded 2026-08-10
1,967
$417.0K
+28.7%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Aug 7, 2026.
  • The trade is 7.2% of the 27,368 shares held after it.
  • 4 other insiders sold within 30 days.
  • 984 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP and Controller Kluppel Ann M sold about $417.0K of PSX on Aug 10, 2026; 4 other insiders sold within 30 days and 984 funds added in the latest 13F quarter.
74 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 69 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$35.0M over 180 days
-$27.0M over 90 days
below 90% of Energy
Congress
no House purchase disclosed in the last 12 months
Funds
984 funds bought in last quarter
more than 97% of Energy
Revenue
-7.5% year over year
below 70% of Energy
Margin
3.3% net margin
below 51% of Energy
Buybacks
$648.0M repurchased, FY to 2026-06-30
more than 88% of Energy
Short interest
1.4% of the float short (float per yahoo 2026-10-26) · 1.4 days to cover · settled 2026-09-30
below 74% of Energy
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch PSX

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+117.8%12M
-5%+38%+81%+124%2025-102025-122026-022026-042026-062026-082026-10 2026-08-12 · Harbison Richard G sold $11.7M2026-03-12 · Mandell Brian sold $7.3M2026-08-11 · Mandell Brian sold $6.5M2026-09-16 · Mandell Brian sold $6.2M2026-05-08 · 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 $637.1K2026-08-10 · 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%)2026-09-16 · Brian Mandell filed to sell $6.2M2026-08-12 · 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 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns PSX: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
34,112,861 sh
$5.8B
VANGUARD CAPITAL MANAGEMENT LLC
26,183,335 sh
$4.4B
STATE STREET CORP
26,044,694 sh
$4.4B
VANGUARD PORTFOLIO MANAGEMENT LLC
22,214,319 sh
$3.8B
Elliott Investment Management L.P.
19,251,000 sh
$3.3B

Congress trades in PSX

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Jefferson Shreve
Sold 2025-05-12 · disclosed 41 days later
$15,001 - $50,000
Jefferson Shreve
Bought 2025-04-07 · disclosed 31 days later
$15,001 - $50,000
Greg Landsman
Sold 2024-10-15 · disclosed 30 days later
$15,001 - $50,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
Link Co
Activist 13D · 2026-04-03
10.0%

PSX planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Brian Mandell
Filed 2026-09-16
$6.2M
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

PSX mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
VanEck Oil Refiners ETF
$9.1M position · as of 2026-06-30
6.3%
Invesco S&P 500 Equal Weight Energy ETF
$29.6M position · as of 2026-07-31
5.2%
SPIRIT OF AMERICA ENERGY FUND
$7.5M position · as of 2026-05-31
4.8%
Westwood Salient Enhanced Energy Income ETF
$4.7M position · as of 2026-07-31
4.8%
Strive U.S. Energy ETF
$12.4M position · as of 2026-06-30
4.7%
Recurrent MLP & Energy Infrastructure Fund
$74.7M position · as of 2026-07-31
4.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
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
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$23.1M
$32.4M
$7.4M
+125%
+243%
2024
$22.6M
$20.0M
$7.2M
+91%
+183%
2023
$19.4M
$34.7M
$8.8M
+116%
+151%
2021
$21.0M
$21.5M
$8.2M
+8%
+33%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $35.0M sold by insiders over 180 days, 984 funds added last quarter, $27.0M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
METCAMRPBFGULTUPRTCRCREPXCVXDMLPPARRTALODKL

PSX financials

Revenue growth
-7.5%
XBRL, annual
Net margin
3.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$152.2B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+4.7%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
n/a
capex not filed for the four quarters
Debt to equity
0.65x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.43x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+24.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+9.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
16.50x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$131.7B
market value at close 2026-10-26 on 2026-06-30 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
n/a
capex not filed for the four quarters
PEG, trailing
0.05x
P/E over trailing EPS growth of 317%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
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
Long-term debt$18.7B$18.2B$17.9B$16.7B
Buybacks$1.2B$3.5B$4.0B$1.5B
Dividends paid$1.9B$1.9B$1.9B$1.8B
SEC XBRL, fiscal years, as known on 2026-10-28

PSX Stock Sonar score 6/7 axes

Find similar shapesCompare

PSX ranks highest on institutional and government (97th percentile) and profitability (83rd), and lowest on growth (25th), among Energy peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
83
Inputs
  • Return on equity+24.0% · 86 pct, sector of 109
  • Return on assets+9.0% · 79 pct, sector of 129
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
39
Inputs
  • Debt to equity0.65x · 31 pct, sector of 111
  • Cash flow to debt0.43x · 46 pct, sector of 115
Growth
25
Inputs
  • Revenue growth, YoY-7.5% · 30 pct, sector of 141
  • Backlog growth, YoY-17.9% · 21 pct, universe of 854
Insider conviction
27
Inputs
  • Net Form 4 buying (codes P and S), 180d-$7.5B · 0 pct, sector of 95
  • Insider buyers, 180d1 · 53 pct, sector of 95
Institutional and government
97
Inputs
  • Funds adding, latest quarter984 · 97 pct, sector of 145
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$8.4M · 97 pct, sector of 37
Risk and compliance
57
Inputs
  • Short interest, % of float+1.4% · 81 pct, sector of 167
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.02 per $1B · 11 pct, sector of 109
  • New text in Risk Factors, latest 10-K+6.2% · 80 pct, sector of 120
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

PSX filings, in plain words

Are Phillips 66 insiders buying or selling PSX?

In the 180 days to 2026-10-28, Phillips 66 insiders were net sellers, a net $35.0M: $30.3K of purchases and $35.0M of sales reported on Form 4, by 1 buyer and 6 sellers.

Have members of Congress traded PSX?

Yes, but not in the year to 2026-10-28; the latest on record is a sale by Jefferson Shreve dated 2025-05-12.

Are there planned insider sales of PSX?

Yes. 7 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $27.0M of stock; the latest, by Brian Mandell, was filed 2026-09-16.

Read the full summary

In the 180 days to 2026-10-28, Phillips 66 insiders were net sellers of PSX, a net $35.0M across purchases and sales reported on Form 4 by 1 buyer and 6 sellers. Sales outweighed purchases more than tenfold by value. None of the 16 insider sales was flagged as made under a Rule 10b5-1 plan. Members of Congress have disclosed trades in PSX, none in the last year; the latest on record is a sale by Jefferson Shreve dated 2025-05-12. Insiders filed 7 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $27.0M of stock. The latest 5% ownership filing is a 13D by Link Co, filed 2026-04-03, for 10.0% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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