Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Phillips 66 | 655,332 | reported | 09 Feb 2024 | tx 97+4,591,421.92−2,622,250 |
| CONOCOPHILLIPS | 49,414 | reported | 04 Apr 2012 | tx 11+244,455.66−11,391 |
| AMGEN INC | 13,848 | reported | 19 May 2026 | tx 14+13,848 |
| EXXON MOBIL CORP | 10,839 | reported | 02 Jan 2026 | tx 2+10,500 |
| PHILLIPS 66 PARTNERS LP | 0 | reported | 09 Mar 2022 | tx 2+35,000−35,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | AMGEN INC | 665 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 03 Nov 2025 | GRANT_AWARD | EXXON MOBIL CORP | 8,000 | 0.00 USD | |
| 23 May 2025 | GRANT_AWARD | AMGEN INC | 809 | 0.00 USD | |
| 31 May 2024 | GRANT_AWARD | AMGEN INC | 719 | 0.00 USD | |
| 09 Feb 2024 | TAX_WITHHOLDING | Phillips 66 | 13,955 | 146.56 USD | |
| 06 Feb 2024 | GRANT_AWARD | Phillips 66 | 7,618 | 147.69 USD | |
| 01 Dec 2023 | TAX_WITHHOLDING | Phillips 66 | 697 | 129.51 USD | |
| 07 Aug 2023 | EXERCISE | Phillips 66 | 169,400 | 78.62 USD | |
| 07 Aug 2023 | SALE | Phillips 66 | 169,400 | 111.44 USD | |
| 07 Aug 2023 | EXERCISE | Phillips 66 | 169,400 | 0.00 USD | deriv |
| 19 May 2023 | GRANT_AWARD | AMGEN INC | 939 | 0.00 USD | |
| 07 Feb 2023 | GRANT_AWARD | Phillips 66 | 18,669 | 0.00 USD | |
| 07 Feb 2023 | GRANT_AWARD | Phillips 66 | 68,300 | 0.00 USD | deriv |
| 04 Feb 2023 | TAX_WITHHOLDING | Phillips 66 | 11,818 | 99.56 USD | |
| 08 Aug 2022 | TAX_WITHHOLDING | Phillips 66 | 1,048 | 84.04 USD | |
| 09 Jun 2022 | SALE | Phillips 66 | 146,700 | 109.70 USD | |
| 09 Jun 2022 | EXERCISE | Phillips 66 | 146,700 | 74.14 USD | |
| 09 Jun 2022 | EXERCISE | Phillips 66 | 146,700 | 0.00 USD | deriv |
| 17 May 2022 | GRANT_AWARD | AMGEN INC | 855 | 0.00 USD | |
| 09 Mar 2022 | GRANT_AWARD | Phillips 66 | 17,500 | — | |
| 09 Mar 2022 | OTHER | PHILLIPS 66 PARTNERS LP | 35,000 | — | |
| 08 Feb 2022 | GRANT_AWARD | Phillips 66 | 28,074 | 0.00 USD | |
| 08 Feb 2022 | GRANT_AWARD | Phillips 66 | 147,100 | 0.00 USD | deriv |
| 07 Feb 2022 | TAX_WITHHOLDING | Phillips 66 | 11,780 | 88.70 USD |