Phillips 66 (PSX)Zurich Insurance Group Ltd added to its stake +175K shares

289K

Shares reported · +175K vs prior quarter

0.34%

Disclosed portfolio weight

$48.9M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed sale of PSX — reported range $50,001 - $100,000
2. Jun 17, 2026Government · Federal Register noticeDenial of Production Authority; Foreign-Trade Zone 3; Phillips 66 Company; (Renewable Fuels and By-Products); Rodeo, California
3. Jun 22, 2026Government · Federal Register noticeApproval of Subzone Status; Phillips 66 Company; Billings, Montana
4. Jun 23, 2026Government · Federal Register noticeDenial of Production Authority; Foreign-Trade Zone 3; Phillips 66 Company; (Renewable Fuels and By-Products); Rodeo, California; Correction
5. Jul 9, 2026InsiderCFO sold ~$2.09M of PSX shares in the open market
6. Jul 16, 2026Layoff notice · 1660 W. Anaheim Street Wilmington CA 90744Layoff notice filed in CA: 5 employees
7. Jul 21, 2026InsiderOfficer sold ~$744K of PSX shares in the open market
8. Aug 5, 2026Company filing · Form 8-K · ResultsReported its results
9. Aug 6, 2026Government · Federal Register noticeClean Air Act Operating Permit Program; Order on Petition for Objection to State Operating Permit for Phillips 66 Pipeline LLC, Denver Terminal
10. Aug 7, 2026InsiderOfficer sold ~$369K of PSX shares in the open market
11. Aug 10, 2026Insider · 3 peopleInsiders: 7 sales (~$2.3M)
12. Aug 11, 2026InsiderOfficer sold ~$6.45M of PSX shares in the open market
13. Aug 12, 2026InsiderOfficer sold ~$11.7M of PSX shares in the open market

What came next

1. Aug 20, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
2. Sep 16, 2026Insider · 13 days before an 8-KOfficer sold ~$6.2M of PSX shares in the open market
3. Sep 22, 2026Government · Federal Register noticeReissuance of the Grant of Authority for Subzone 165A; Phillips 66 Company; Borger, Texas
4. Sep 25, 2026Government · Federal Register ruleClarifying the Scope of “Applicable Requirements” Under State Operating Permit Programs and the Federal Operating Permit Program
5. Sep 29, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On September 29, 2026, Richard G. Harbison, Executive Vice President, Refining of Phillips 66 (the “Company”) provided notice to the Company that he intends to retire, effective December 31, 2026.”
6. Sep 30, 2026Government · Federal Register noticeNational Register of Historic Places; Notification of Pending Nominations and Related Actions

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Phillips 66

For Phillips 66, OQRO holds 14 insider filings (SEC Form 4 or Form 144), 1 Congress trade report and 15 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its PSX page.

How this filing works

• SEC Form 13F

Other disclosures at Phillips 66

• SEC Form 4Sep 17, 2026
• SEC Form 144Sep 16, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its PSX page.