Welcome to our dedicated page for Phillips 66 SEC filings (Ticker: PSX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 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.
Phillips 66 describes a large, diversified downstream and midstream energy business organized into Midstream, Chemicals, Refining, Marketing & Specialties, and Renewable Fuels. The company reports a non‑affiliate common stock market value of $48.2 billion as of June 30, 2025, and 400,744,022 shares outstanding at January 31, 2026.
Key 2025 actions include acquiring the Coastal Bend NGL assets and the remaining 50% of WRB Refining, expanding control over U.S. midstream and refining capacity, while disposing of interests in Gulf Coast Express Pipeline, Coop Mineraloel AG, and most of its Germany/Austria retail business.
Phillips 66 is accelerating lower‑carbon initiatives through its Rodeo Renewable Energy Complex, which can process about 50,000 B/D of renewable feedstocks, and a sustainable aviation fuel agreement for approximately 83 million gallons over three years. The report outlines extensive risk factors, including commodity price volatility, regulatory and climate policy changes, operational hazards, and political and legal uncertainties.
Phillips 66 Executive Vice President Don Baldridge sold 7,500 shares of common stock in an open-market transaction. The sale took place on February 17, 2026 at a price of $160.00 per share. After this transaction, he directly owns 38,488 Phillips 66 shares, which includes 30,937 Restricted Stock Units that will settle into Phillips 66 common stock on a 1-for-1 basis.
A holder of Phillips 66 (PSX) common stock filed a notice of proposed sale under Rule 144. The filing covers the planned sale of 7,500 shares of common stock through Merrill Lynch on the NYSE, with an aggregate market value of 1,199,775. These shares were acquired on 12/31/2024 as a stock bonus from Phillips 66, with compensatory payment recorded on the same date. Shares of the issuer outstanding were 402,921,135 at the time referenced.
Phillips 66 Vice President and Controller Ann M. Kluppel reported receiving an equity award of 1,991 shares of common stock on February 10, 2026. The award is coded as an acquisition and priced at an average of $156.70 per share, based on that day’s high and low trading prices.
After this grant, she beneficially owns 25,401 shares directly, which include 4,720 restricted stock units that settle into Phillips 66 common stock on a one-for-one basis. She also indirectly holds 3,585.272 shares through the Phillips 66 Savings Plan.