PSX Phillips 66

NEUTRAL Impact: 5/10 DEFA14A
Horizon weeks Filed Apr 2, 2026 Processed 1mo ago SEC 0001193125-26-139106
Proxy solicitation materials
Latest settled — T+20d
PSX ▲ +1.67% at T+20d
NEUTRAL call ✓ call won +1.67% · α vs SPY -8.21% · entry $176.21 → $179.15
Next anchor: T+60d in 6w
Currently $179.34 · +1.78% from $176.21 entry
Entry anchored
Apr 1, 03:59 PM ET
via Databento tick
T+1d
+0.64%
call +0.64% · α +0.16%
$177.33
settled 6w ago
T+5d
-9.62%
call -9.62% · α -13.24%
$159.25
settled 6w ago
T+20d
+1.67%
call +1.67% · α -8.21%
$179.15
settled 19d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Analysis based on filing metadata only — document content was unavailable. The filing is a definitive proxy statement (DEFA14A) for Phillips 66's 2026 annual meeting, which includes director elections, executive compensation approval, and auditor ratification. Cross-filing context shows a recent board expansion with two new independent directors, suggesting an ongoing governance initiative or response to shareholder pressure.

Actionable Insight

Monitor the outcome of director elections and executive compensation vote, as the recent board expansion suggests potential governance changes. The significant insider selling warrants caution despite the neutral proxy content.

Key Facts

  • Filing is a definitive proxy statement (DEFA14A) for Phillips 66's 2026 annual meeting
  • Meeting date is May 13, 2026
  • Proposals include election of four Class II directors, advisory vote on executive compensation, and ratification of auditors
  • Cross-filing context shows a recent 8-K filing (March 6, 2026) announcing board expansion with two new independent directors
  • Recent insider activity shows $10.9M in sells vs $30K in buys

Financial Impact

No direct financial impact from proxy statement itself

Risk Factors

  • Potential governance changes from new board members
  • Shareholder dissatisfaction could emerge from executive compensation vote
  • Insider selling trend could indicate lack of confidence

Market Snapshot

Exchange
NYSE
Sector
Petroleum Refining

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-139106
Document: 0001193125-26-139106-index-headers.html0001193125-26-139106
Document: 0001193125-26-139106-index.html0001193125-26-139106
Document: 0001193125-26-139106.txt0001193125-26-139106
6 reports for PSX
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+5▲ +9.12%Apr 6, 2026
Filters
Rows
Reports for PSX — sortable, filterable
Type Now
May 11, 2026
9d ago
144
NEUTRAL ★ 2/10
$175.43 $179.80▲ +2.49%▲ +2.41%$179.34 (+2.23%)
Apr 29, 2026
21d ago
8-K
BULLISH ★ 7/10
awaiting T+5
Apr 6, 2026
6w ago
8-K
BEARISH ★ 7/10
$174.70 $158.76▲ +9.12%▲ +14.45%$179.34 (−2.66%)
Apr 2, 2026
6w ago
DEFA14A
NEUTRAL ★ 5/10
$176.21 $159.25▼ −9.62%▼ −13.24%$179.34 (+1.78%)
Mar 12, 2026
9w ago
Insider Cluster
BEARISH ★ 6/10
$174.09 $181.29▼ −4.14%▼ −5.11%$179.34 (−3.02%)
Mar 12, 2026
9w ago
Insider Cluster
BEARISH ★ 6/10
$174.09 $178.34▼ −2.44%▼ −3.42%$179.34 (−3.02%)
Showing 6 of 6

US Market Status

Market Closed — Opens Thu (< 1m)

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