Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONOCOPHILLIPSCOP · Entity 658 | Director | March 01, 2012 | March 05, 2012 |
| Phillips 66PSX · Entity 2915 | Director | January 15, 2021 | January 20, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CONOCOPHILLIPS
Report date March 01, 2012 · Filed March 05, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,526.223 |
Reported balance
After 2012-03-01 transaction · row 1
1 source rowRow 1 · 2012-03-01 · Exercise / conversion · Disposed 800 · Balance 15,526.223 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 12,820.873 |
Reported balance
Holding disclosure · report date 2012-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,820.873 F1: These shares are held in a joint account with the reporting person's spouse. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 171 |
Reported balance
Holding disclosure · report date 2012-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 171 F2: Indirectly owned shares held in daughter's name. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held in a joint account with the reporting person's spouse.
F2: Indirectly owned shares held in daughter's name.
Phillips 66
Report date January 15, 2021 · Filed January 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,889.9997 |
Reported balance
After 2021-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-01-15 · Grant · Acquired 2,771 · Balance 60,889.9997 F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse four years after the date of grant, pursuant to an election made by the non-employee director. F2: The price reflected above is the average of the high and the low price of the Company's common stock on January 15, 2021. F3: Includes 9,303.8427 RSUs, including additional units acquired through routine dividend transactions that are exempt under Rule 16a-11. F4: On January 17, 2021, the restrictions on 2,783 RSUs lapsed and these RSUs converted to shares of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 171 |
Reported balance
Holding disclosure · report date 2021-01-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 171 F5: Indirectly owned shares in daughter's name. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse four years after the date of grant, pursuant to an election made by the non-employee director.
F2: The price reflected above is the average of the high and the low price of the Company's common stock on January 15, 2021.
F3: Includes 9,303.8427 RSUs, including additional units acquired through routine dividend transactions that are exempt under Rule 16a-11.
F4: On January 17, 2021, the restrictions on 2,783 RSUs lapsed and these RSUs converted to shares of Common Stock.
F5: Indirectly owned shares in daughter's name.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2005 Filed Feb 18, 2005 00:21 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0001315886-05-000055 · edgar.xml · derivative · entry 1 TSCHINKEL VICTORIA J · CIK 0001234277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 992 Underlying: Common Stock · 992 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum upon the fourth anniversary of the date of grant, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum upon the fourth anniversary of the date of grant, which election may be changed by the reporting person to provide for deferred payments. Read SEC document |
| December 22, 2004 Filed Feb 14, 2005 19:07 UTC | CONOCOPHILLIPS COP · Entity 658 | GiftCommon Stock | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001315886-05-000038 · edgar.xml · nonDerivative · entry 2 TSCHINKEL VICTORIA J · CIK 0001234277 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,724 F1 · ownership.nature: The shares are held in a joint account with the reporting person's spouse. Read SEC document |
| December 21, 2004 Filed Feb 14, 2005 19:07 UTC | CONOCOPHILLIPS COP · Entity 658 | GiftCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001315886-05-000038 · edgar.xml · nonDerivative · entry 1 TSCHINKEL VICTORIA J · CIK 0001234277 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,771 F1 · ownership.nature: The shares are held in a joint account with the reporting person's spouse. Read SEC document |
| January 15, 2004 Filed Jan 20, 2004 14:28 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 1,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001234266-04-000023 · edgar.xml · derivative · entry 1 TSCHINKEL VICTORIA J · CIK 0001234277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,317 Underlying: Common Stock · 1,375 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: The stock units become payable, at the election of the director (i) the date the director ceases to serve on the Board of Directors (subject to a minimum of three years from the grant date prior to payment) or (ii) the date which is three years after the applicable grant date. F2 · derivative.expiration_date: The stock units become payable, at the election of the director (i) the date the director ceases to serve on the Board of Directors (subject to a minimum of three years from the grant date prior to payment) or (ii) the date which is three years after the applicable grant date. Read SEC document |
| December 02, 2003 Filed Feb 17, 2004 19:21 UTC | CONOCOPHILLIPS COP · Entity 658 | GiftCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001234266-04-000083 · edgar.xml · nonDerivative · entry 1 TSCHINKEL VICTORIA J · CIK 0001234277 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,635 F1 · ownership.nature: The shares are held in a joint account with the reporting person's spouse. Read SEC document |
| July 03, 2003 Filed Jul 24, 2003 14:42 UTC | CONOCOPHILLIPS COP · Entity 658 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001234266-03-000027 · edgar.xml · nonDerivative · entry 1 TSCHINKEL VICTORIA J · CIK 0001234277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,657 Read SEC document |
| July 03, 2003 Filed Feb 17, 2004 19:20 UTC Amendment | CONOCOPHILLIPS COP · Entity 658 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001234266-04-000082 · edgar.xml · nonDerivative · entry 1 TSCHINKEL VICTORIA J · CIK 0001234277 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,670 F1 · ownership.nature: The shares are held in a joint account with the reporting person's spouse. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.