Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phillips 66PSX · Entity 2915 | Director | January 15, 2026 | January 20, 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 January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,984.9537 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 1,423 · Balance 10,984.9537 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. F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. |
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.
F2: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026.
F3: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11.
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 |
|---|---|---|---|---|---|---|
| January 15, 2026 Filed Jan 20, 2026 22:09 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,423 | $140.56 | $200,016.88 |
DisclosureSEC source: 0001872850-26-000002 · wk-form4_1768946944.xml · nonDerivative · entry 1 Terreson Douglas T · CIK 0001872850 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,984.9537 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of Phillips 66's stock on January 15, 2026. F3 · balance_after: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 22:56 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,684 | $118.78 | $200,020.30 |
DisclosureSEC source: 0001534701-25-000028 · wk-form4_1737154585.xml · nonDerivative · entry 1 Terreson Douglas T · CIK 0001872850 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,208.0478 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 15, 2025. F3 · balance_after: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| January 16, 2024 Filed Jan 19, 2024 01:07 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,524 | $131.31 | $200,116.44 |
DisclosureSEC source: 0001534701-24-000016 · wk-form4_1705626439.xml · nonDerivative · entry 1 Terreson Douglas T · CIK 0001872850 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,284.2912 F1 · shares: Annual grant to non-employee directors of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 16, 2024. F3 · balance_after: All shares are RSUs, including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 23:22 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,929 | $103.69 | $200,008.37 |
DisclosureSEC source: 0001534701-23-000021 · wf-form4_167417053170705.xml · nonDerivative · entry 1 Terreson Douglas T · CIK 0001872850 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,544.4795 F1 · shares: 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 after the retirement, disability or death of the non-employee director. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 17, 2023. F3 · balance_after: All 5,544.4795 shares are RSUs, including additional shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 21:59 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 2,284 | $87.57 | $200,009.88 |
DisclosureSEC source: 0001534701-22-000008 · wf-form4_164262956967521.xml · nonDerivative · entry 1 Terreson Douglas T · CIK 0001872850 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,472.2129 F1 · shares: 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 after the retirement, disability or death of the non-employee director. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on January 14, 2022. F3 · balance_after: All 3,472.2129 shares are RSUs, including additional shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 20:47 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001534701-21-000141 · wf-form4_162646844112699.xml · nonDerivative · entry 1 Terreson Douglas T · CIK 0001872850 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,158 F1 · shares: Grant of Restricted Stock Units (RSUs) that convert to Phillips 66 common stock on a 1-for-1 basis. The restrictions on the RSUs lapse after the retirement, disability or death of the non-employee director. This is a prorated amount of the annual grant to reflect the new director joining the board. 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.