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Public ownership evidence

PHILLIPS 66 (PSX) Ownership Disclosures

Read PSX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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2026-09-172026-09-16Mandell BrianS23,400Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-16 and its public availability date is 2026-09-17. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001641265-26-000012 ↗SEC 0001932551-26-000008 ↗SEC 0001641265-26-000010 ↗

Recent Form 4 activity

Inspect all 14 displayed rows: Recent Form 4 activity

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2026-09-172026-09-16Mandell BrianS23,400Not reported
2026-08-142026-08-12Harbison Richard GS52,100Not reported
2026-08-132026-08-11Mandell BrianS30,000Not reported
2026-08-132026-08-10Mandell BrianS3,300Not reported
2026-08-122026-08-10Kluppel Ann MS1,967Not reported
2026-08-122026-08-10Kluppel Ann MS1,967Not reported
2026-08-122026-08-10Kluppel Ann MS2,100Not reported
2026-08-122026-08-07Kluppel Ann MS1,800Not reported
2026-08-122026-08-10Davis Lisa AnnS315Not reported
2026-08-122026-08-10Davis Lisa AnnS200Not reported
2026-08-122026-08-10Davis Lisa AnnS1,000Not reported
2026-07-222026-07-21Sutherland Vanessa AllenS3,523Not reported
2026-07-222026-07-21Sutherland Vanessa AllenS3,523Not reported
2026-07-222026-07-20Sutherland Vanessa AllenS563Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29390$65,930None
Cornerstone Financial Management LLC2026-03-312026-08-29166$30,242None
Cornerstone Financial Management LLC2025-12-312026-08-29150$19,356None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2917,628$2,176,684None
Advisors Asset Management, Inc.2021-12-312026-08-28118,478$8,584,916None
Advisors Asset Management, Inc.2022-12-312026-08-28107,202$11,157,584None
Advisors Asset Management, Inc.2020-06-302026-08-2878,874$5,671,041None
Advisors Asset Management, Inc.2022-06-302026-08-28113,657$9,319,000None
Advisors Asset Management, Inc.2021-09-302026-08-28108,354$7,588,000None
Corient Private Wealth LP2026-06-302026-08-28619,465$104,720,775None
Corient Private Wealth LP2026-06-302026-08-288,704$1,471,404None
Redwood Investment Management, LLC2024-12-312026-08-2814,485$1,650,000None
Principia Wealth Advisory, LLC2026-06-302026-08-2788$14,876None
Principia Wealth Advisory, LLC2026-03-312026-08-2784$15,303None
Advisors Asset Management, Inc.2024-03-312026-08-2790,803$14,831,762None
Advisors Asset Management, Inc.2025-03-312026-08-2756,870$7,022,308None
Advisors Asset Management, Inc.2022-09-302026-08-27108,701$8,774,000None
Advisors Asset Management, Inc.2020-12-312026-08-2793,808$6,561,000None
Advisors Asset Management, Inc.2022-03-312026-08-27120,917$10,446,020None
Advisors Asset Management, Inc.2023-06-302026-08-27104,124$9,931,347None
Advisors Asset Management, Inc.2023-09-302026-08-27104,063$12,503,169None
Advisors Asset Management, Inc.2023-03-312026-08-27106,452$10,792,104None
Advisors Asset Management, Inc.2021-03-312026-08-2797,834$7,977,384None
Advisors Asset Management, Inc.2021-06-302026-08-27112,952$9,694,000None
Advisors Asset Management, Inc.2020-09-302026-08-2789,773$4,653,832None
Advisors Asset Management, Inc.2025-09-302026-08-2752,979$7,206,204None
Advisors Asset Management, Inc.2023-12-312026-08-2796,498$12,847,744None
Dakota Wealth Management2025-09-302026-08-2740,707$5,537,008None
Dakota Wealth Management2025-12-312026-08-2746,666$6,021,783None
Dakota Wealth Management2026-03-312026-08-2735,747$6,512,325None
Redwood Investment Management, LLC2025-06-302026-08-2714,675$1,751,000None
Redwood Investment Management, LLC2025-09-302026-08-2710,062$1,369,000None
Advus Financial Partners, LLC2026-06-302026-08-261,237$209,123None
Advus Financial Partners, LLC2026-03-312026-08-261,266$230,706None
Advus Financial Partners, LLC2025-03-312026-08-262,047$252,702None
Advus Financial Partners, LLC2024-12-312026-08-262,056$234,229None
Advus Financial Partners, LLC2024-09-302026-08-262,162$284,174None
Advus Financial Partners, LLC2024-06-302026-08-262,149$303,380None
Advus Financial Partners, LLC2024-03-312026-08-262,258$368,855None
Advus Financial Partners, LLC2023-12-312026-08-262,317$308,441None
Advus Financial Partners, LLC2023-09-302026-08-262,552$306,587None
Advus Financial Partners, LLC2023-06-302026-08-262,481$236,657None
Advus Financial Partners, LLC2023-03-312026-08-262,649$268,596None
Advus Financial Partners, LLC2022-12-312026-08-262,631$273,827None
Advus Financial Partners, LLC2022-09-302026-08-262,538$204,853None
Advisors Asset Management, Inc.2019-12-312026-08-2658,726$6,542,664None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2612,200$2,222,596None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2612,200$2,062,410None
Advisors Asset Management, Inc.2025-06-302026-08-2551,119$6,098,497None
CYBER HORNET ETFs LLC2026-06-302026-08-251,089$184,095None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.