Phillips 66
| Security | PSX / Phillips 66 |
| Insider | Lisa Ann Davis |
This page shows the track record and history of Davis Lisa Ann
insider trades in Phillips 66. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company.
It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean
it is illegal for them to make any
trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis
In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Lisa Ann Davis in PSX / Phillips 66. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
| Trade Date | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Max |
Price at Max |
Max Profit ($) |
Max Return (%) |
|---|---|---|---|---|---|---|---|
| There are no known unplanned open-market trades for this insider |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Sales - Short Term Loss Analysis
In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Lisa Ann Davis in PSX / Phillips 66. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
| Trade Date | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Min |
Price at Min |
Max Loss Avoided ($) |
Max Loss Avoided (%) |
|---|---|---|---|---|---|---|---|---|---|
| 2026-03-13 | 3,800 | 174.3730 | 3,800 | 174.3730 | 662,617 | 38 | 155.7500 | -70,767 | -10.68 |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Transaction History
| File Date |
Trade Date |
Form | Insider | Ticker | Security Title | Code | Direct | Exercise Price |
Unit Price |
Units Changed |
Value Changed (1K) |
Remaining Options |
Remaining Shares |
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | 2026-03-13 | 4 | Davis Lisa Ann | PSX | Common Stock | D | 174.3730 | -3,800 | -663 | 8,701 | ||||
| 2026-01-20 | 2026-01-15 | 4 | Davis Lisa Ann | PSX | Common Stock | D | 140.5600 | 1,423 | 200 | 12,490 | ||||
| 2025-01-17 | 2025-01-15 | 4 | Davis Lisa Ann | PSX | Common Stock | D | 118.7769 | 1,684 | 200 | 11,067 | ||||
| 2024-01-18 | 2024-01-16 | 4 | Davis Lisa Ann | PSX | Common Stock | D | 131.3100 | 1,524 | 200 | 9,383 | ||||
| 2023-01-19 | 2023-01-17 | 4 | Davis Lisa Ann | PSX | Common Stock | D | 103.6850 | 1,929 | 200 | 7,859 | ||||
| 2022-01-19 | 2022-01-14 | 4 | Davis Lisa Ann | PSX | Common Stock | D | 87.5700 | 2,284 | 200 | 5,930 | ||||
| 2021-01-20 | 2021-01-15 | 4 | Davis Lisa Ann | PSX | Common Stock | D | 72.1925 | 2,771 | 200 | 3,646 | ||||
| 2020-10-29 | 2020-10-08 | 4/A | Davis Lisa Ann | PSX | Common Stock | D | 52.8600 | 875 | 46 | 875 | ||||
| 2020-10-09 | 2020-10-08 | 4 | Davis Lisa Ann | PSX | Common Stock | D | 52.8600 | 875 | 46 | 875 |
P
Compra de mercado aberto ou privada de ativo não-derivativo ou derivativo
S
Venda de mercado aberto ou privada de ativo não-derivativo ou derivativo
A
Concessão, premiação, ou outra aquisição de ativos da empresa (como uma opção)
C
Conversão de derivativo
D
Venda ou transferência de ativos de volta para a empresa
F
Pagamento do preço de exercício ou responsabilidade fiscal utilizando parte dos ativos recebidos da empresa
G
Doação de ativos pelo ou para o insider
K
Swaps de capital e transações de hedge similares
M
Exercício ou conversão de ativo derivativo recebido da empresa (como uma opção)
V
Uma transação voluntariamente reportada no Formulário 4
J
Outro (acompanhado de uma nota explicativa descrevendo a transação)
