Phillips 66 filings document the regulatory record of an integrated downstream energy company with common stock listed on the New York Stock Exchange under PSX. Recent 8-K reports furnish quarterly operating and financial results, preliminary financial guidance, segment-related metrics, derivative and mark-to-market disclosures, dividend actions and business updates across refining, midstream, chemicals, marketing and renewable fuels.
The company's filings also cover material financing arrangements, including term loan agreements and amendments to receivables facilities, as well as direct financial obligations and off-balance-sheet financing structures. Proxy materials disclose annual meeting matters, board composition, committee assignments, executive compensation, shareholder voting items and governance practices.
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.
Phillips 66 Executive Vice President Brian Mandell exercised stock options for 42,800 shares of common stock at $89.57 per share and then sold 42,800 shares at a weighted average price of $169.527 per share. After these transactions, he directly held 61,594.9177 shares of Phillips 66 common stock. This remaining position includes 22,182 restricted stock units that will settle into shares on a one-for-one basis.
Form 144 notice for PSX: Morgan Stanley Smith Barney LLC submitted a Form 144 proposing the sale of 3,800 shares of Common Stock listed on the NYSE. The filing attributes the shares to restricted stock vesting under a registered plan with lot details tied to specific vesting dates.
Vesting lots shown are 1,524 shares vested 01/16/2024, 592 shares vested 01/17/2023, and 1,684 shares vesting 01/15/2025
Phillips 66 director Howard I Ungerleider filed an initial insider ownership report on Form 3. The filing lists him as a director but does not report any transactions in Phillips 66 securities, indicating that this document is a baseline disclosure rather than a record of recent trading activity.
Phillips 66 director Kevin Omar Meyers has filed an initial ownership report showing he directly holds 15,500 shares of Phillips 66 common stock. This Form 3 filing is an ownership disclosure and does not report any new purchase or sale transactions.
Phillips 66 expanded its Board of Directors from 14 to 16 members and appointed Kevin O. Meyers and Howard I. Ungerleider as independent directors, effective immediately. Meyers’ term runs until the 2027 annual meeting, while Ungerleider’s term runs until the 2026 annual meeting.
Both new directors joined the Board’s Audit & Finance Committee and the Public Policy and Sustainability Committee. To keep the three director classes balanced as required by company governance documents, Grace Puma Whiteford was reclassified as a Class I director with a term expiring at the 2028 annual meeting.
Phillips 66 executive vice president and CFO Kevin J. Mitchell reported option exercises and share sales in Phillips 66 common stock. On March 4 and 5, 2026, he exercised employee stock options to acquire a total of 21,800 shares of common stock at an exercise price of $94.85 per share.
Across the same two days, he conducted open-market sales totaling 21,800 shares of common stock at weighted average prices of about $165.03 and $168.22, leaving him with 97,376 common shares held directly. This amount includes 31,849 restricted stock units that will settle 1-for-1 into Phillips 66 common shares.
Phillips 66 filed a Form 144 notifying a proposed sale of 4,944 shares of Common Stock through Merrill Lynch on 03/04/2026 for aggregate proceeds of $815,672.66. The filing also lists 43,600 stock options dated 02/06/2018 as securities to be sold.