Welcome to our dedicated page for Phillips 66 SEC filings (Ticker: PSX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Phillips 66 (PSX) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI‑generated summaries to help interpret complex documents. As an integrated downstream energy provider listed on the New York Stock Exchange, Phillips 66 regularly files reports that cover its refining, midstream, chemicals, marketing and renewable fuels activities.
Investors can review current reports on Form 8‑K, where Phillips 66 discloses material events such as quarterly financial and operating results, capital markets transactions, acquisitions and portfolio changes. Recent 8‑K filings describe quarterly earnings releases, amendments to an accounts receivable securitization program, the issuance of junior subordinated notes under a subordinated indenture, and a definitive agreement to acquire the remaining equity interest in WRB Refining LP. Other 8‑Ks address legal developments, including court orders in previously reported litigation.
These filings also confirm key corporate details, such as the listing of Phillips 66 common stock on the New York Stock Exchange under the symbol PSX and the location of its principal executive offices in Houston, Texas. Additional exhibits attached to 8‑Ks, including terms agreements, indentures and legal opinions, provide further context on the company’s financing and transactional activities.
On Stock Titan, AI tools summarize lengthy filings to highlight important items like segment performance commentary from earnings releases, descriptions of new debt securities, changes to credit facilities and information about acquisitions or asset sales. Users can quickly identify which filings relate to midstream expansion, refining portfolio adjustments, retail marketing transactions or legal matters.
This page is a convenient starting point for reviewing Phillips 66’s SEC disclosure history, understanding how management reports financial condition and operations, and tracking material events that may affect the PSX stock profile.
Phillips 66 Executive Vice President Don Baldridge reported a routine tax-related share disposition. On April 1, he had 5,885 shares of common stock withheld to cover tax obligations tied to the vesting of Restricted Stock Units granted on April 1, 2023.
The shares were valued at an average price of $177.205 per share, based on the high and low prices that day. After this withholding, he directly owned 32,603 Phillips 66 shares, which include 15,982 RSUs that will settle into common stock on a one-for-one basis.
Phillips 66 is the subject of a Schedule 13D in which reporting owner Loreto Manolo Zamora and Link Co state beneficial ownership of 1 common share, described as representing about 10% of the class. The filing ties this percentage to an administrative claim over equity entitlements and institutional assets with an estimated value of $4,000,000,000.00 for the 2015–2026 period.
The reporting owner indicates sole voting and dispositive power over this interest, held through authority as Principal and Account Administrator of LMZ & Berkshire Hathaway Co. The stated purpose is long-term administrative and investment holding and to facilitate institutional repatriation and asset reconciliation, with no current plans for extraordinary corporate transactions.
Phillips 66 is asking shareholders to vote at its May 13, 2026 virtual annual meeting on three items: electing four Class II directors through 2029, an advisory say-on-pay resolution, and ratifying Ernst & Young LLP as auditor.
The company highlights 2025 results, including $5.0 billion in net operating cash flow and $3.1 billion returned to shareholders via dividends and buybacks. Management reports a 146% total shareholder return from June 30, 2022 to March 20, 2026, record refining utilization and clean product yields, and record NGL volumes in Midstream.
The proxy emphasizes board refreshment—ten new independent directors over five years—strong governance practices such as majority voting, proxy access and robust lead independent director duties, and a pay-for-performance program where most executive compensation is long term and performance-based. It also underscores sustainability goals, including 2030 and 2050 GHG emissions intensity reduction targets and progress on Scope 1, 2 and 3 intensity since 2019.
Phillips 66 Executive VP and CFO Kevin J. Mitchell exercised stock options and sold the resulting shares. He exercised options for 15,629 shares of common stock at an exercise price of $94.9675 per share, then sold 15,629 shares of common stock in an open-market transaction at a weighted average price of $190.0663 per share.
After these transactions, he directly holds 97,376 shares of Phillips 66 common stock and indirectly holds 1,300.777 shares through the COP Savings Plan. His direct position includes 31,849 Restricted Stock Units that settle into common stock on a 1-for-1 basis.
Phillips 66 (PSX) reported proposed sales of Common Stock under Form 144. The filing lists 53,300 shares available to be sold under a Stock Option method with a sale date of 03/30/2026 for cash. The filing records two recent sales: 4,944 shares on 03/04/2026 for $815,672.66 and 16,856 shares on 03/05/2026 for $2,833,273.26. The broker listed is Merrill Lynch, 800 Capitol Street, Houston, TX.
Phillips 66 receives a Schedule 13G/A amendment from The Vanguard Group reporting zero beneficial ownership. The filing states that, following an internal realignment effective 01/12/2026, certain Vanguard subsidiaries now report holdings separately under SEC Release No. 34-39538.
The amendment lists Amount beneficially owned: 0 and Percent of class: 0%, with all voting and dispositive powers reported as 0. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Phillips 66, through its subsidiary Phillips 66 Company, entered into a new 364-day term loan credit agreement for $2.25 billion on March 18, 2026. The entire amount was borrowed at closing and matures 364 days after that date. Borrowings bear interest at either Term SOFR plus a 1.100% margin or a reference rate plus a 0.100% margin, and are subject to covenants including a maximum consolidated net debt-to-capitalization ratio of 65%. The company can prepay the loan at any time without penalty.
On March 13, 2026, Phillips 66 Company also amended its accounts receivable securitization program. The amendment increased the maximum facility size from $1.25 billion to $1.75 billion and allows its special purpose entity to request a future increase up to $2.0 billion. Together, these steps expand the company’s short-term liquidity and financing flexibility.
Phillips 66 director Howard I. Ungerleider received an equity award of 949 restricted stock units (RSUs). These RSUs convert into Phillips 66 common stock on a 1-for-1 basis, representing a prorated portion of the annual board grant for a new director. The filing reflects this compensation-related acquisition rather than an open-market purchase. Following this grant, Ungerleider’s reported direct holdings consist of 949 RSUs and corresponding shares tied to this award, based on the average of the high and low stock price on March 16, 2026.
Phillips 66 director Kevin Omar Meyers increased his equity stake through a compensation grant and an open-market purchase. He received 949 Restricted Stock Units (RSUs) that convert into Phillips 66 common stock on a 1-for-1 basis as a prorated annual grant for joining the board. He then bought 175 shares of common stock in an open-market transaction at a price of $173.20 per share. After these transactions, he directly holds 16,624 shares of Phillips 66 common stock, which includes 949 RSUs that will settle in shares.