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 | 5,599.1669 |
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 5,599.1669 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 the Phillips 66's stock on January 15, 2026. F3: Includes 4,478.1669 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 the Phillips 66's stock on January 15, 2026.
F3: Includes 4,478.1669 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 17:11 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,423 | $140.56 | $200,016.88 |
DisclosureSEC source: 0002012212-26-000002 · wk-form4_1768947079.xml · nonDerivative · entry 1 Pease Robert W · CIK 0002012212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,599.1669 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 Phillips 66's stock on January 15, 2026. F3 · balance_after: Includes 4,478.1669 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| May 22, 2025 Filed May 27, 2025 18:25 UTC | Phillips 66 PSX · Entity 2915 | PurchaseCommon Stock | 439 | $113.85 | $49,979.75 |
DisclosureSEC source: 0001534701-25-000098 · wk-form4_1748384701.xml · nonDerivative · entry 1 Pease Robert W · CIK 0002012212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,091.4155 F1 · ownership.direct: Includes 2,970.4155 Restricted Stock Units that convert to Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 17:56 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,684 | $118.78 | $200,020.30 |
DisclosureSEC source: 0001534701-25-000026 · wk-form4_1737154564.xml · nonDerivative · entry 1 Pease Robert W · CIK 0002012212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,624.0895 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: Includes 2,942.0895 RSUs including shares acquired through routine dividend transactions that are exempt under Rule 16a-11. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 18:28 UTC | Phillips 66 PSX · Entity 2915 | PurchaseCommon Stock | 682 | $146.58 | $99,967.56 |
DisclosureSEC source: 0001534701-24-000075 · wk-form4_1708471687.xml · nonDerivative · entry 1 Pease Robert W · CIK 0002012212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,900 F1 · balance_after: Includes 1,218 Restricted Stock Units that convert to Phillips 66 common stock on a 1-for-1 basis. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 18:29 UTC | Phillips 66 PSX · Entity 2915 | GrantCommon Stock | 1,218 | $144.97 | $176,573.46 |
DisclosureSEC source: 0001534701-24-000073 · wk-form4_1708039749.xml · nonDerivative · entry 1 Pease Robert W · CIK 0002012212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,218 F1 · shares: Grant of Restricted Stock Units that convert to Phillips 66 common stock on a 1-for-1 basis. This is a prorated amount of the annual grant to reflect the new director joining the board. F2 · price: The price reflected above is the average of the high and the low price of the Company's stock on February 13, 2024. 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.