Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phillips 66PSX · Entity 2915 | SVP & Controller | September 10, 2026 | September 14, 2026 |
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.
Phillips 66
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,361 |
Reported balance
After 2026-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-10 · Gift · Disposed 40 · Balance 25,361 F1: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 14, 2026 21:05 UTC | Phillips 66 PSX · Entity 2915 | GiftCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0002021896-26-000010 · ownership.xml · nonDerivative · entry 1 Kluppel Ann M · CIK 0002021896 · SVP & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,361 F1 · balance_after: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,934 | $89.05 Strike: $89.05 | $350,322.70 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · derivative · entry 11 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,934 shares Expires 2032-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The options became exercisable in three equal annual installments beginning on February 8, 2023. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,100 | $100.44 Strike: $100.44 | $210,913.50 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · derivative · entry 10 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,100 shares Expires 2033-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options became exercisable in three equal annual installments beginning on February 7, 2024. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 1,967 | $215.00 | $422,905.00 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · nonDerivative · entry 7 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,401 F1 · balance_after: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 1,967 | $212.00 | $417,004.00 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · nonDerivative · entry 6 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,368 F1 · balance_after: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 2,100 | $210.63 | $442,326.57 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · nonDerivative · entry 5 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,335 F2 · price: The price reported above is a weighted average price. These shares were sold in multiple transactions at prices ranging from $210.135 to $210.72. 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. F1 · balance_after: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 3,934 | $89.05 | $350,322.70 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · nonDerivative · entry 4 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,435 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 2,100 | $100.44 | $210,913.50 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · nonDerivative · entry 3 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,501 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,800 | $100.44 Strike: $100.44 | $180,783.00 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · derivative · entry 9 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,100 Underlying: Common Stock · 1,800 shares Expires 2033-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options became exercisable in three equal annual installments beginning on February 7, 2024. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | SaleCommon Stock | 1,800 | $205.00 | $369,000.00 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · nonDerivative · entry 2 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,401 F1 · balance_after: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| August 07, 2026 Filed Aug 11, 2026 20:11 UTC | Phillips 66 PSX · Entity 2915 | Exercise / conversionCommon Stock | 1,800 | $100.44 | $180,783.00 |
DisclosureSEC source: 0002021896-26-000008 · wk-form4_1786479091.xml · nonDerivative · entry 1 Kluppel Ann M · CIK 0002021896 · SVP and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,201 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 23:30 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,991 | $156.70 | $311,989.70 |
DisclosureSEC source: 0002021896-26-000006 · wk-form4_1770939021.xml · nonDerivative · entry 1 Kluppel Ann M · CIK 0002021896 · Vice President and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,401 F1 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 10, 2026. F2 · balance_after: Includes 4,720 Restricted Stock Units (RSUs), including the 1,991 RSUs reported on this Form 4, that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 07, 2026 Filed Feb 9, 2026 22:39 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 228 | $156.93 | $35,778.90 |
DisclosureSEC source: 0002021896-26-000003 · wk-form4_1770676743.xml · nonDerivative · entry 1 Kluppel Ann M · CIK 0002021896 · Vice President and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,410 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of Restricted Stock Units (RSUs) granted on February 7, 2023. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 6, 2026. F3 · balance_after: Includes 2,729 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 00:06 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 72 | $141.37 | $10,178.82 |
DisclosureSEC source: 0002021896-25-000003 · wk-form4_1765497990.xml · nonDerivative · entry 1 Kluppel Ann M · CIK 0002021896 · Vice President and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,638 F1 · shares: Transaction represents the withholding of shares by the Issuer to satisfy FICA taxes. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on December 10, 2025. F3 · balance_after: Includes 3,761 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 23:14 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,926 | $129.83 | $250,047.77 |
DisclosureSEC source: 0001534701-25-000065 · wk-form4_1739488479.xml · nonDerivative · entry 1 Kluppel Ann M · CIK 0002021896 · Vice President and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,710 F1 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 11, 2025. F2 · balance_after: Includes 3,833 Restricted Stock Units (RSUs), including the 1,926 RSUs reported on this Form 4, that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 08, 2025 Filed Feb 11, 2025 21:57 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 238 | $120.78 | $28,745.05 |
DisclosureSEC source: 0001534701-25-000046 · wk-form4_1739311045.xml · nonDerivative · entry 1 Kluppel Ann M · CIK 0002021896 · Vice President and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,784 F1 · shares: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of Restricted Stock Units (RSUs) granted on February 8, 2022. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 7, 2025. F3 · balance_after: Includes 1,907 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| December 02, 2024 Filed Dec 10, 2024 00:28 UTC | Phillips 66 PSX · Entity 2915 | Tax withholdingCommon Stock | 34 | $134.31 | $4,566.37 |
DisclosureSEC source: 0001534701-24-000184 · wk-form4_1733790502.xml · nonDerivative · entry 1 Kluppel Ann M · CIK 0002021896 · Vice President and Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,022 F1 · shares: Transaction represents the withholding of shares by the Issuer to satisfy FICA taxes. It is being reported late due to an administrative error. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on December 2, 2024. F3 · balance_after: Includes 2,985 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis. 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.