STOCK TITAN

Director Lisa Ann Davis sells 3,800 Phillips 66 (PSX) shares

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Phillips 66 director Lisa Ann Davis reported an open-market sale of 3,800 shares of Phillips 66 common stock on March 13, 2026. The shares were sold at a weighted average price of $174.3730 per share in multiple transactions priced between $174.33 and $174.51.

After these sales, Davis directly owns 8,701.1768 shares of Phillips 66 common stock, which includes 1,434.1768 Restricted Stock Units that settle into Phillips 66 common shares on a 1-for-1 basis.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Davis Lisa Ann

(Last) (First) (Middle)
2331 CITYWEST BLVD.

(Street)
HOUSTON TX 77042

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Phillips 66 [ PSX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
03/13/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 03/13/2026 S 3,800 D $174.373(1) 8,701.1768(2) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $174.33 to $174.51. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.
2. Includes 1,434.1768 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis.
Remarks:
/s/ William H. Bald, as Attorney-in-Fact 03/16/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did Phillips 66 (PSX) director Lisa Ann Davis report?

Director Lisa Ann Davis reported selling 3,800 shares of Phillips 66 common stock. The transaction was an open-market sale on March 13, 2026, and was disclosed as a single Form 4 event with detailed pricing information for the multiple trade executions.

At what price were the Phillips 66 (PSX) shares sold in this insider trade?

The reported weighted average sale price was $174.3730 per share. The filing notes that individual trades occurred in a price range from $174.33 to $174.51, and offers to provide full trade details on request to regulators or shareholders.

How many Phillips 66 (PSX) shares does Lisa Ann Davis hold after the sale?

Following the sale, Lisa Ann Davis directly holds 8,701.1768 Phillips 66 shares. This figure includes 1,434.1768 Restricted Stock Units that will settle into Phillips 66 common stock on a 1-for-1 basis when they vest or are settled.

What type of security was involved in Lisa Ann Davis’s Phillips 66 (PSX) transaction?

The transaction involved Phillips 66 common stock, reported as a non-derivative security. In addition, the holding disclosure notes 1,434.1768 Restricted Stock Units that are designed to convert into Phillips 66 common shares on a one-for-one basis in the future.

Were multiple trades involved in this Phillips 66 (PSX) insider sale?

Yes. The filing states the 3,800 shares were sold in multiple trades. These trades occurred at prices ranging from $174.33 to $174.51, with $174.3730 per share reported as the weighted average price for the overall transaction.

Do Lisa Ann Davis’s holdings include Phillips 66 (PSX) Restricted Stock Units?

Yes. Her post-transaction holdings include 1,434.1768 Restricted Stock Units. These units are structured to settle into Phillips 66 common stock on a 1-for-1 basis, meaning each unit converts into one share when settlement conditions are met.
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