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PSX Phillips 66

Energy, filed as PHILLIPS 66 (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 3 Owners
  • #119
  • Max 3.6%
  • Master 0.21%
  • $28M
  • 2 reduce

In 2026 Q3 Torray Investment Partners and Murphy Pohlad trimmed Phillips 66.

Who owns this now

Largest portfolio weights among holders, up to 3.6% (Torray Investment Partners). Not free-float ownership.

  1. Torray Investment Partners Reduce 3.6%
  2. Murphy Pohlad Reduce 0.11%
  3. Kentucky Trust Co. 0.09%

Who owns PSX

Sorted by value, long equity only, as of 2026 Q3.

History
Torray Investment Partners 3.6% Reduce −9.3% 106,820 $27M History
Murphy Pohlad, Murphy Pohlad Asset Management 0.11% Reduce −25.5% 1,230 $314K History
Kentucky Trust Co., Kentucky Trust 0.09% Hold 706 $180K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PSX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PSX insider trades
  • $61K bought by 1 insider
  • $52.5M sold by 6 insiders outside a trading plan
  • $10.9M sold by 2 insiders under 10b5-1 plans
  1. Brian Mandell Executive Vice President
    Sale
    $6.2M 23,400 shares at $265.06 28% of stake
    Traded Sep 16 Filed Sep 17
    ↗
  2. Richard G Harbison EVP, Refining
    Sale
    $11.7M 52,100 shares at $223.76 57% of stake
    Traded Aug 12 Filed Aug 13
    ↗
  3. Brian Mandell Executive Vice President
    Sale
    $7.2M 33,300 shares at $214.90 35% of stake
    Traded Aug 10–11 Filed Aug 12
    ↗
  4. Ann M Kluppel SVP and Controller
    Sale
    $1.7M 7,834 shares at $210.78 24% of stake
    Traded Aug 7–10 Filed Aug 11
    ↗
  5. Lisa Ann Davis Director
    Sale
    $315K 1,515 shares at $207.73 21% of stake
    Traded Aug 10 Filed Aug 11
    ↗
  6. Vanessa Allen Sutherland EVP, GC and Secretary
    Planned sale
    $744K 3,523 shares at $211.05 11% of stake
    Traded Jul 21 Filed Jul 21
    ↗
  7. Vanessa Allen Sutherland EVP, GC and Secretary
    Planned sale
    $119K 563 shares at $211.01 1.8% of stake
    Traded Jul 20 Filed Jul 21
    ↗
  8. Kevin J Mitchell CFO
    Planned sale
    $2.1M 11,021 shares at $190.03 10% of stake
    Traded Jul 9 Filed Jul 13
    ↗
  9. Kevin J Mitchell CFO
    Sale
    $5.1M 30,000 shares at $170.04 24% of stake
    Traded May 8–11 Filed May 12
    ↗
  10. Kevin Omar Meyers Director
    Buy
    $30K 175 shares at $173.13 +1.1% to stake
    Traded May 6 Filed May 7
    ↗
  11. Kevin J Mitchell CFO
    Planned sale
    $3M 15,629 shares at $190.07 14% of stake
    Traded Mar 30 Filed Apr 1
    ↗
  12. Kevin Omar Meyers Director
    Buy
    $30K 175 shares at $173.20 +1.1% to stake
    Traded Mar 17 Filed Mar 17
    ↗
  13. Lisa Ann Davis Director
    Sale
    $663K 3,800 shares at $174.37 30% of stake
    Traded Mar 13 Filed Mar 16
    ↗
  14. Brian Mandell Executive Vice President
    Sale
    $7.3M 42,800 shares at $169.53 41% of stake
    Traded Mar 12 Filed Mar 16
    ↗
  15. Kevin J Mitchell CFO
    Planned sale
    $3.7M 21,800 shares at $167.50 18% of stake
    Traded Mar 4–5 Filed Mar 6
    ↗

Also filed in the last 12 months, not counted as buying or selling: 24 stock grants, 22 option exercises, 14 share withholdings for taxes, and 1 gift.

Congress

4 members of Congress traded PSX in the last three years: 1 buy and 4 sales. 8 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Sell $50K–$100K Mar 27 filed Jul 21
  2. Jefferson Shreve R-IN-6 Sell $15K–$50K May 12, 2025 filed Jun 22, 2025
  3. Jefferson Shreve R-IN-6 Buy $15K–$50K Apr 7, 2025 filed May 8, 2025
  4. Shelley Moore Capito R-WVSpouse Partial sale $1K–$15K Jan 17, 2025 filed Feb 13, 2025
  5. Greg Landsman D-OH-1Joint Sell $15K–$50K Oct 15, 2024 filed Nov 14, 2024

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13D — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02 Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $147.4B $143.15B $132.38B
Gross profit * $19.31B $13.19B $16.28B
Gross margin * 13.1% 9.2% 12.3%
Net income $7.02B $2.12B $4.4B
Net margin * 4.8% 1.5% 3.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $19.94B $17.91B $17.27B
Total non-current assets * $55.56B $54.67B $56.41B
Total assets $75.5B $72.58B $73.68B
Total current liabilities $15.86B $15.09B $13.33B
Total non-current liabilities * $28B $29.03B $30.11B
Total equity $30.58B $27.41B $29.09B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $7.03B $4.19B $4.96B
Cash from investing -$1.79B -$2.46B -$2.1B
Cash from financing -$8.09B -$3.3B -$3.54B
Net change in cash -$2.81B -$1.58B -$0.622B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.