Phillips 66

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Phillips 66
TickerPSX
CIK #0001534701
CUSIP718546104
SectorEnergy & Transportation - Petroleum Refining
Address600 N Dairy Ashford, Houston, TX 77079
Source [EDGAR]
CIK Filing 2011 - 2026
[0001534701] 10-K
[0001534701] 10-Q
[0001534701] 3
[0001534701] 4
[0001534701] 5
[0001534701] 8-K
[0001534701] SC 13D
[0001534701] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Phillips 66 [2026-04-30] 0.0
Vanguard Portfolio Management LLC Phillips 66 [2026-04-29] 0.0
Link Co Phillips 66 [2026-04-03] 0.0
State Street Corp Phillips 66 [2021-02-09] 6.12
State Street Corp Phillips 66 [2020-02-13] 5.11
Buffett Warren E Phillips 66 [2015-09-04] 10.8
Vanguard Group Inc Phillips 66 [2015-02-11] 5.39
Vanguard Fiduciary Trust Co Phillips 66 [2015-02-04] 5.05
Phillips 66 Phillips 66 Partners LP [2014-03-11] 74.5
Phillips 66 Phillips 66 Partners LP [2014-01-31] 73.2
BlackRock Inc Phillips 66 [2013-01-30] 6.34
Form 3/4/5 Filer 2011 - 2026
Mitchell Kevin J
Phillips 66
Meyers Kevin Omar
Baldridge Don
Ungerleider Howard I
Davis Lisa Ann
Mandell Brian
Sutherland Vanessa Allen
Harbison Richard G
Lashier Mark E
Kluppel Ann M
Whittington Marna C
Hayes Gregory
Holley Charles M
Terreson Douglas T
Whiteford Grace Puma
Hearne Andrew Nigel
Singleton Denise R
Pease Robert W
Tilton Glenn F
Bushman Julie L
Cornelius Sigmund L
Heim Michael A
Golodryga Zhanna
Adams Gary Kramer
Lowe John E
Ramos Denise L
Roberts Timothy D
Pruitt Joseph Scott
Garland Greg C
Phillips Gas Co LLC
DCP Midstream LP
Phillips 66 Project Development Inc
Phillips 66 Co
Phillips 66 Project Shareholder Inc
Herman Robert A
Johnson Paula Ann
Phillips 66 Partners LP
Oyolu Chukwuemeka A
Tschinkel Victoria J
McGraw Harold III
Ferguson J Brian
Buffett Warren E
Berkshire Hathaway Inc
National Indemnity Co
Loomis William R Jr
Ziemba Lawrence Michael
Taylor Timothy Garth
Link Co
Maxwell Greg G
Johnson Charles Douglas
Phillips 66 Partners GP LLC
Conocophillips
Sheets Jeffrey Wayne
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Meyers Kevin Omar
Common Stock
2026-03-17 Buy 175 $173.20 30,310
Meyers Kevin Omar
Common Stock
2026-03-16 Grant 949 $172.84 164,025
Ungerleider Howard I
Common Stock
2026-03-16 Grant 949 $172.84 164,025
Davis Lisa Ann
Common Stock
2026-03-13 Sell 3,800 $174.37 662,606
Mandell Brian
Common Stock
2026-03-12 Option exercise 42,800 $89.57 3,833,596
Mandell Brian
Employee Stock Option (Right to Buy) · derivative
2026-03-12 Option exercise 42,800 $0.00
Mandell Brian
Common Stock
2026-03-12 Sell 42,800 $169.53 7,255,884
Mitchell Kevin J
Employee Stock Option (Right to Buy) · derivative
2026-03-05 Option exercise 16,856 $0.00
Mitchell Kevin J
Common Stock
2026-03-05 Option exercise 16,856 $94.85 1,598,792
Mitchell Kevin J
Common Stock
2026-03-05 Sell 16,856 $168.22 2,835,516
Mitchell Kevin J
Common Stock
2026-03-04 Option exercise 4,944 $94.85 468,938
Mitchell Kevin J
Common Stock
2026-03-04 Sell 4,944 $165.03 815,908
Mitchell Kevin J
Employee Stock Option (Right to Buy) · derivative
2026-03-04 Option exercise 4,944 $0.00
Baldridge Don
Common Stock
2026-02-17 Sell 7,500 $160.00 1,200,000
Lashier Mark E
Common Stock
2026-02-10 Grant 29,148 $156.70 4,567,492
Mitchell Kevin J
Common Stock
2026-02-10 Grant 11,411 $156.70 1,788,104
Harbison Richard G
Common Stock
2026-02-10 Grant 8,171 $156.70 1,280,396
Kluppel Ann M
Common Stock
2026-02-10 Grant 1,991 $156.70 311,990
Mandell Brian
Common Stock
2026-02-10 Grant 7,244 $156.70 1,135,135
Baldridge Don
Common Stock
2026-02-10 Grant 7,139 $156.70 1,118,681
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 2,128 307,603,956
2025-12-31 1,912 307,945,930
2025-09-30 1,853 303,852,552
2025-06-30 1,769 306,955,017
2025-03-31 1,795 300,539,405
2024-12-31 1,784 299,330,028
2024-09-30 1,779 302,337,404
2024-06-30 1,794 311,504,225
2024-03-31 1,888 329,990,505
2023-12-31 1,804 336,711,505
2023-09-30 1,668 315,587,533
2023-06-30 1,548 318,798,853
Form 13F Holdings
Firm Period DFND Voting Shares
ZWJ Investment Counsel Inc [2026-06-30] SOLE 266 294,015
Assenagon Asset Management SA [2026-06-30] SOLE 231,785 231,785
Advisory Resource Group [2026-06-30] SOLE 0 193,572
Tran Capital Management LP [2026-06-30] SOLE 103,256 189,102
Fort Washington Investment Advisors Inc /OH/ [2026-06-30] SOLE 182,321 185,498
Old Republic International Corp [2026-06-30] SOLE 170,100 170,100
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 7,385 165,333
Arbejdsmarkedets Tillaegspension [2026-06-30] SOLE 150,800 150,800
OFI Invest Asset Management [2026-06-30] SOLE 19,677,938 131,728
Czech National Bank [2026-06-30] SOLE 114,121 114,121
Eldred Rock Partners LLC [2026-06-30] SOLE 97,837 97,837
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 88,556 88,556
PensionDanmark Pensionsforsikringsaktieselskab [2026-06-30] SOLE 0 86,229
Viking Fund Management LLC [2026-06-30] SOLE 85,000 85,000
QRG Capital Management Inc [2026-06-30] SOLE 55,595 55,595
Stablepoint Partners LLC [2026-06-30] SOLE 0 48,662
Royal Fund Management LLC [2026-06-30] SOLE 48,623 48,623
Meitav Investment House Ltd [2026-06-30] DFND 0 47,721
Yousif Capital Management LLC [2026-06-30] SOLE 12,318 47,469
Mirador Capital Partners LP [2026-06-30] SOLE 47,295 47,295
Spirit of America Management Corp/Ny [2026-06-30] SOLE 0 45,436
Salem Investment Counselors Inc [2026-06-30] SOLE 31,868 44,525
Cutler Investment Counsel LLC [2026-06-30] SOLE 39,271 39,282
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 39,247
Montgomery Investment Management Inc [2026-06-30] SOLE 28,815 38,200
Farmers & Merchants Investments Inc [2026-06-30] SOLE 35,580 35,580
Brady Family Wealth LLC [2026-06-30] SOLE 0 35,188
Cary Street Partners Financial LLC [2026-06-30] DFND 27,627 33,930
Farther Finance Advisors LLC [2026-06-30] SOLE 0 33,699
Alpha Omega Wealth Management LLC [2026-06-30] SOLE 30,888 33,114
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