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 | 13,071 | reported | 11 May 2026 | tx 67+727,569−422,980 |
| PHILLIPS 66 PARTNERS LP | 0 | reported | 09 Mar 2022 | tx 3+10,000−10,000 |
| DCP Midstream Partners, LP | 0 | reported | 15 Jun 2023 | tx 1−3,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | EXERCISE | Phillips 66 | 5,400 | 94.85 USD | |
| 08 May 2026 | EXERCISE | Phillips 66 | 24,000 | 94.97 USD | |
| 08 May 2026 | SALE | Phillips 66 | 29,400 | 170.00 USD | |
| 11 May 2026 | EXERCISE | Phillips 66 | 600 | 94.97 USD | |
| 11 May 2026 | SALE | Phillips 66 | 600 | 171.56 USD | |
| 08 May 2026 | EXERCISE | Phillips 66 | 5,400 | 0.00 USD | deriv |
| 08 May 2026 | EXERCISE | Phillips 66 | 24,000 | 0.00 USD | deriv |
| 11 May 2026 | EXERCISE | Phillips 66 | 600 | 0.00 USD | deriv |
| 04 Mar 2026 | EXERCISE | Phillips 66 | 4,944 | 94.85 USD | |
| 05 Mar 2026 | EXERCISE | Phillips 66 | 16,856 | 94.85 USD | |
| 05 Mar 2026 | SALE | Phillips 66 | 16,856 | 168.22 USD | |
| 04 Mar 2026 | SALE | Phillips 66 | 4,944 | 165.03 USD | |
| 04 Mar 2026 | EXERCISE | Phillips 66 | 4,944 | 0.00 USD | deriv |
| 05 Mar 2026 | EXERCISE | Phillips 66 | 16,856 | 0.00 USD | deriv |
| 10 Feb 2026 | GRANT_AWARD | Phillips 66 | 11,411 | 156.70 USD | |
| 07 Feb 2026 | TAX_WITHHOLDING | Phillips 66 | 3,361 | 156.93 USD | |
| 10 Dec 2025 | TAX_WITHHOLDING | Phillips 66 | 445 | 141.37 USD | |
| 07 Nov 2025 | EXERCISE | Phillips 66 | 16,400 | 94.85 USD | |
| 07 Nov 2025 | SALE | Phillips 66 | 30,000 | 138.00 USD | |
| 07 Nov 2025 | EXERCISE | Phillips 66 | 13,600 | 74.70 USD | |
| 07 Nov 2025 | EXERCISE | Phillips 66 | 13,600 | 0.00 USD | deriv |
| 07 Nov 2025 | EXERCISE | Phillips 66 | 16,400 | 0.00 USD | deriv |
| 11 Feb 2025 | GRANT_AWARD | Phillips 66 | 11,929 | 129.83 USD | |
| 08 Feb 2025 | TAX_WITHHOLDING | Phillips 66 | 3,748 | 120.78 USD | |
| 02 Dec 2024 | TAX_WITHHOLDING | Phillips 66 | 347 | 134.31 USD |