
Insider and congress filings
Phillips 66 (PSX)
NYSE · Energy · 334 insider transactions · 62 congress trades · last filed 1 month agoS&P 500
About Phillips 66
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Energy
- Industry
- Oil & Gas Refining & Marketing
- Chief executive
- Mark E. Lashier
- Employees
- 12,600
- Listed since
- -
- Market value
- $113.5B
- Price to earnings (12 mo)
- 16.1
- Net income per share, as reported (12 mo)
- $17.69
- Dividend yield
- 1.77%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $9.41 | $7.50 | $51.9B | $43.6B | EPS beatRevenue beat |
| Q1 FY2026reported Apr 29, 2026 | $0.49 | -$0.54 | $33.0B | $35.9B | EPS beatRevenue miss |
| Q4 FY2025reported Feb 4, 2026 | $2.47 | $2.15 | $36.3B | $33.9B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 29, 2025 | $2.52 | $2.14 | $35.0B | $33.5B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 25, 2025 | $2.38 | $1.72 | $33.3B | $33.3B | EPS beatRevenue in line |
| Q1 FY2025reported Apr 25, 2025 | -$0.90 | -$0.72 | $30.4B | $31.7B | EPS missRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $5.8B | 34,112,861 | +6.5% | 8.51% |
| Vanguard Capital Management LLC | $4.4B | 26,183,335 | +0.3% | 6.53% |
| State Street Corp | $4.4B | 26,044,694 | +1.1% | 6.48% |
| Vanguard Portfolio Management LLC | $3.8B | 22,214,319 | +0.5% | 5.54% |
| Elliott Investment Management L.P. | $3.3B | 19,251,000 | 0.0% | 4.80% |
| Wells Fargo & Company | $2.1B | 12,479,393 | -9.5% | 3.11% |
| Geode Capital Management, LLC | $1.9B | 11,122,010 | +4.4% | 2.77% |
| Morgan Stanley | $1.2B | 7,206,592 | +1.5% | 1.80% |
| Bank of New York Mellon Corp | $1.1B | 6,466,764 | -6.0% | 1.61% |
| Goldman Sachs Group Inc | $948.9M | 5,613,271 | -1.9% | 1.40% |
| AQR Capital Management LLCCliff Asness | $759.0M | 4,489,507 | +32.7% | 1.12% |
| Norges Bank | $704.0M | 4,164,661 | New | 1.04% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding PSX
3 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Elliott Investment ManagementPaul Singer | $3.3B | 19,251,000 | 14.4% |
| Empyrean Capital Partners | $25.3M | 149,600 | 0.8% |
| Encompass Capital Advisors | $21.1M | 124,833 | 0.8% |
3 of the 97 fund managers we track list PSX shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Brian MandellExecutive Vice President | Sold | 23,400 | $265.06 | $6.2M | Sep 16, 2026filed Sep 17, 2026 | 1d |
| Richard G. HarbisonEVP, Refining | Sold | 52,100 | $223.76 | $11.7M | Aug 12, 2026filed Aug 13, 2026 | 1d |
| Brian MandellExecutive Vice President | Sold | 30,000 | $215.00 | $6.5M | Aug 11, 2026filed Aug 12, 2026 | 1d |
| Brian MandellExecutive Vice President | Sold | 3,300 | $214.02 | $706K | Aug 10, 2026filed Aug 12, 2026 | 2d |
| Ann M. KluppelSVP and Controller | Sold | 1,800 | $205.00 | $369K | Aug 7, 2026filed Aug 11, 2026 | 2d |
| Ann M. KluppelSVP and Controller | Sold · 2 lines | 4,067 | $211.29 | $859K | Aug 10, 2026filed Aug 11, 2026 | 1d |
| Lisa Ann DavisDirector | Sold · 3 lines | 1,515 | $207.73 | $315K | Aug 10, 2026filed Aug 11, 2026 | 1d |
| Vanessa Allen SutherlandEVP, GC and Secretary | Sold · scheduled | 563 | $211.01 | $119K | Jul 20, 2026filed Jul 21, 2026 | 1d |
| Vanessa Allen SutherlandEVP, GC and Secretary | Sold | 3,523 | $211.05 | $744K | Jul 21, 2026filed Jul 21, 2026 | 0d |
| Kevin J. MitchellExec. VP and CFO | Sold · scheduled | 11,021 | $190.03 | $2.1M | Jul 9, 2026filed Jul 13, 2026 | 2d |
| Kevin J. MitchellExec. VP and CFO | Sold | 29,400 | $170.00 | $5.0M | May 8, 2026filed May 12, 2026 | 2d |
| Kevin J. MitchellExec. VP and CFO | Sold | 600 | $171.56 | $103K | May 11, 2026filed May 12, 2026 | 1d |
| Kevin Omar MeyersDirector | Bought | 175 | $173.13 | $30K | May 6, 2026filed May 7, 2026 | 1d |
| Kevin J. MitchellExec. VP and CFO | Sold · scheduled | 15,629 | $190.07 | $3.0M | Mar 30, 2026filed Apr 1, 2026 | 2d |
| Kevin Omar MeyersDirector | Bought | 175 | $173.20 | $30K | Mar 17, 2026filed Mar 17, 2026 | 0d |
| Brian MandellExecutive Vice President | Sold | 42,800 | $169.53 | $7.3M | Mar 12, 2026filed Mar 16, 2026 | 2d |
| Lisa Ann DavisDirector | Sold | 3,800 | $174.37 | $663K | Mar 13, 2026filed Mar 16, 2026 | 1d |
| Kevin J. MitchellExec. VP and CFO | Sold · scheduled | 16,856 | $168.22 | $2.8M | Mar 5, 2026filed Mar 6, 2026 | 1d |
| Kevin J. MitchellExec. VP and CFO | Sold · scheduled | 4,944 | $165.03 | $816K | Mar 4, 2026filed Mar 6, 2026 | 2d |
| Don BaldridgeExecutive Vice President | Sold | 7,500 | $160.00 | $1.2M | Feb 17, 2026filed Feb 19, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Brian MandellExecutive Vice President | Option exercise | 23,400 | Sep 16, 2026 |
| Ann M. KluppelSVP & Controller | Gift | 40 | Sep 10, 2026 |
| Richard G. HarbisonEVP, Refining | Option exercise | 52,100 | Aug 12, 2026 |
| Brian MandellExecutive Vice President | Option exercise | 3,300 | Aug 10, 2026 |
| Brian MandellExecutive Vice President | Option exercise | 30,000 | Aug 11, 2026 |
| Ann M. KluppelSVP and Controller | Option exercise | 1,800 | Aug 7, 2026 |
| Ann M. KluppelSVP and Controller | Option exercise | 6,034 | Aug 10, 2026 |
| Kevin J. MitchellExec. VP and CFO | Option exercise | 11,021 | Jul 9, 2026 |
| Kevin J. MitchellExec. VP and CFO | Option exercise | 600 | May 11, 2026 |
| Kevin J. MitchellExec. VP and CFO | Option exercise | 29,400 | May 8, 2026 |
| Don BaldridgeExecutive Vice President | Tax withholding | 5,885 | Apr 1, 2026 |
| Kevin J. MitchellExec. VP and CFO | Option exercise | 15,629 | Mar 30, 2026 |
| Kevin Omar MeyersDirector | Stock award | 949 | Mar 16, 2026 |
| Howard I. UngerleiderDirector | Stock award | 949 | Mar 16, 2026 |
| Brian MandellExecutive Vice President | Option exercise | 42,800 | Mar 12, 2026 |
| Kevin J. MitchellExec. VP and CFO | Option exercise | 4,944 | Mar 4, 2026 |
| Kevin J. MitchellExec. VP and CFO | Option exercise | 16,856 | Mar 5, 2026 |
| Don BaldridgeExecutive Vice President | Stock award | 7,139 | Feb 10, 2026 |
| Brian MandellExecutive Vice President | Stock award | 7,244 | Feb 10, 2026 |
| Vanessa Allen SutherlandEVP, GC and Secretary | Stock award | 7,478 | Feb 10, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in PSX
20 disclosures of 62 on record · median 24d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Sale (Full) | $50,001 - $100,000 | +50.4%After the saleS&P 500 +19.8% · +30.6 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +138.6%After the saleS&P 500 +30.4% · +108.3 pts vs S&P 500 | May 12, 2025 | Jun 22, 2025 | 41d |
| Jefferson Shreve | Stock | Purchase | $15,001 - $50,000 | +193.2%S&P 500 +50.7% · +142.5 pts vs S&P 500 | Apr 7, 2025 | May 8, 2025 | 31d |
| Ro Khanna | Stock | Sale | $100,001 - $250,000 | +125.7%After the saleS&P 500 +34.3% · +91.4 pts vs S&P 500 | Mar 21, 2025 | Apr 10, 2025 | 20d |
| Shelley Moore CapitoSpouse | Stock | Sale (Partial) | $1,001 - $15,000 | +135.0%After the saleS&P 500 +27.1% · +107.8 pts vs S&P 500 | Jan 17, 2025 | Feb 13, 2025 | 27d |
| Greg LandsmanJoint | Stock | Sale | $15,001 - $50,000 | +115.5%After the saleS&P 500 +31.1% · +84.4 pts vs S&P 500 | Oct 15, 2024 | Nov 14, 2024 | 30d |
| Ro Khanna | Stock | Purchase | $50,001 - $100,000 | +105.3%S&P 500 +38.9% · +66.4 pts vs S&P 500 | Jun 20, 2024 | Jul 8, 2024 | 18d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +104.4%S&P 500 +39.6% · +64.8 pts vs S&P 500 | Jun 24, 2024 | Jul 8, 2024 | 14d |
| Robert J. Wittman | Stock | Sale | $1,001 - $15,000 | +149.3%After the saleS&P 500 +74.3% · +75.0 pts vs S&P 500 | Aug 17, 2023 | Sep 30, 2023 | 44d |
| Rick W. AllenSpouse | Stock | Purchase | $15,001 - $50,000 | +217.3%S&P 500 +127.9% · +89.4 pts vs S&P 500 | Feb 21, 2020 | Aug 10, 2023 | 1266d |
| Rick W. AllenSpouse | Stock | Sale | $15,001 - $50,000 | +401.5%After the saleS&P 500 +173.7% · +227.8 pts vs S&P 500 | Apr 15, 2020 | Aug 10, 2023 | 1212d |
| Kevin HernJoint | Stock | Sale | $1,001 - $15,000 | +182.4%After the saleS&P 500 +87.1% · +95.4 pts vs S&P 500 | Jan 31, 2023 | Feb 14, 2023 | 14d |
| Virginia FoxxJoint | Stock | Sale | $50,001 - $100,000 | +249.5%After the saleS&P 500 +77.4% · +172.1 pts vs S&P 500 | Apr 25, 2022 | May 4, 2022 | 9d |
| John H. Rutherford | Stock | Sale | $1,001 - $15,000 | +225.3%After the saleS&P 500 +73.8% · +151.5 pts vs S&P 500 | Feb 17, 2022 | Mar 16, 2022 | 27d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +236.1%After the saleS&P 500 +72.0% · +164.2 pts vs S&P 500 | Jan 28, 2022 | Feb 8, 2022 | 11d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +304.7%After the saleS&P 500 +71.1% · +233.6 pts vs S&P 500 | Aug 17, 2021 | Oct 14, 2021 | 58d |
| Kevin HernJoint | Stock | Purchase | $15,001 - $50,000 | +214.5%S&P 500 +77.5% · +137.0 pts vs S&P 500 | Jun 25, 2021 | Jul 14, 2021 | 19d |
| Shelley Moore CapitoSpouse | Stock | Purchase | $1,001 - $15,000 | +304.9%S&P 500 +103.3% · +201.6 pts vs S&P 500 | Dec 31, 2020 | Jan 12, 2021 | 12d |
| Joseph D. MorelleJoint | Stock | Sale | $1,001 - $15,000 | +359.8%After the saleS&P 500 +114.0% · +245.8 pts vs S&P 500 | Nov 20, 2020 | Dec 9, 2020 | 19d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +459.9%S&P 500 +119.0% · +340.9 pts vs S&P 500 | Oct 16, 2020 | Nov 5, 2020 | 20d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in PSX, filterable by party, chamber, type and account.
Members of Congress reporting a position
7 members · estimate, as of Oct 23, 20267 members report a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Susan M. Collins | Republican · Senate | $100,001 - $250,000 | 2.3% |
| Thomas H. Kean, Jr. | Republican · House | $50,001 - $100,000 | 2.0% |
| Kevin Hern | Republican · House | $50,001 - $100,000 | 0.3% |
| Shelley Moore Capito | Republican · Senate | $50,001 - $100,000 | 2.4% |
| Randy Fine | Republican · House | $15,001 - $50,000 | 1.9% |
| Julie Johnson | Democrat · House | $15,001 - $50,000 | 0.1% |
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.1% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling PSX?
Across the 20 most recent open-market filings shown here, 2 were purchases and 18 were sales. 5 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded PSX?
Alan Armstrong, Jefferson Shreve, Ro Khanna, Shelley Moore Capito, Greg Landsman, Robert J. Wittman and others disclosed PSX transactions in the filings shown here.
Which members of Congress hold PSX?
7 members of Congress report a position in PSX in the estimate we hold as of Oct 23, 2026. The largest estimated position belongs to Susan M. Collins; the next largest, in the $50,001 - $100,000 band, include Thomas H. Kean, Jr. and Kevin Hern. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is PSX in the S&P 500 or the Nasdaq 100?
Phillips 66 is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are PSX trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 24 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
