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PHILLIPS 66 (PSX)

Kluppel Ann M 🟡 adjusted position in 7.8K shares (3 derivative) of Phillips 66 (PSX) at $215.00 ($3.1M) Transaction Date: Aug 07, 2026 | Filing ID: 000008

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  • News bot Aug. 11, 2026, 8:12 p.m.

    🔍 Kluppel Ann M (Executive)

    Company: Phillips 66 (PSX)

    Report Date: 2026-08-07

    Transaction Summary:

    • Total transactions: 11
    • Derivative instruments: 3
    • Holdings reported: 1
    • Total shares acquired: 7,834
    • Total shares sold: 15,668
    • Total shares held: 3,638

    Detailed Transactions and Holdings:

    • Acquired 1,800 shares of Common Stock at $100.435 per share (Direct)
      Date: 2026-08-07 | Code: M | equity_swap_involved: 0 | shares_owned_after: 27,201.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 1,800 shares of Common Stock at $205.0 per share (Direct)
      Date: 2026-08-07 | Code: S | equity_swap_involved: 0 | shares_owned_after: 25,401.00 | transaction_form_type: 4 | Footnotes: F1
    • Acquired 2,100 shares of Common Stock at $100.435 per share (Direct)
      Date: 2026-08-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 27,501.00 | transaction_form_type: 4 | Footnotes: F1
    • Acquired 3,934 shares of Common Stock at $89.05 per share (Direct)
      Date: 2026-08-10 | Code: M | equity_swap_involved: 0 | shares_owned_after: 31,435.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 2,100 shares of Common Stock at $210.6317 per share (Direct)
      Date: 2026-08-10 | Code: S | equity_swap_involved: 0 | shares_owned_after: 29,335.00 | transaction_form_type: 4 | Footnotes: F2, F1
    • Sold 1,967 shares of Common Stock at $212.0 per share (Direct)
      Date: 2026-08-10 | Code: S | equity_swap_involved: 0 | shares_owned_after: 27,368.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 1,967 shares of Common Stock at $215.0 per share (Direct)
      Date: 2026-08-10 | Code: S | equity_swap_involved: 0 | shares_owned_after: 25,401.00 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-08-07 | Code: H | nature_of_ownership: By Phillips 66 Savings Plan | shares_owned_after: 3,638.36 | Footnotes: F3
    • Sold 1,800 shares of Employee Stock Option (Right to Buy) at $100.435 per share (Derivative)
      Date: 2026-08-07 | Code: M | Expires: 2033-02-07 | equity_swap_involved: 0 | shares_owned_after: 2,100.00 | transaction_form_type: 4 | Footnotes: F4
    • Sold 2,100 shares of Employee Stock Option (Right to Buy) at $100.435 per share (Derivative)
      Date: 2026-08-10 | Code: M | Expires: 2033-02-07 | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F4
    • Sold 3,934 shares of Employee Stock Option (Right to Buy) at $89.05 per share (Derivative)
      Date: 2026-08-10 | Code: M | Expires: 2032-02-08 | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F5

    Footnotes:

    • F1: Includes 4,720 Restricted Stock Units that settle for shares of Phillips 66 common stock on a 1-for-1 basis.
    • F2: 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.
    • F3: Includes shares acquired through ongoing acquisitions under a 401(k) plan and/or routine dividend transactions that are exempt under rule 16a-11.
    • F4: The options became exercisable in three equal annual installments beginning on February 7, 2024.
    • F5: The options became exercisable in three equal annual installments beginning on February 8, 2023.

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