Refining margins expand: Social media commentary highlights Phillips 66's robust performance as global fuel supply constraints drive wider refining spreads. Observers note the company's strong return on equity near industry peaks and its positioning near recent highs. Analysts have raised price targets amid these conditions.
Share repurchase boost: Discussion centers on the firm's approval of a substantial increase in its buyback program, seen as a signal of confidence in cash generation. Participants point to its history of returning capital through repurchases and dividends alongside ongoing investments. The move aligns with sustained operational strength in refining and midstream segments.
Note: This discussion summary was generated from an AI condensation of post data.
Phillips 66 Insider Trading Activity
Phillips 66 insiders have traded $PSX stock on the open market 12 times in the past 6 months. Of those trades, 2 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $PSX stock by insiders over the last 6 months:
- VANESSA ALLEN SUTHERLAND (EVP, GC and Secretary) has made 0 purchases and 3 sales selling 8,480 shares for an estimated $7,436,005,983.
- KEVIN J MITCHELL (Exec. VP and CFO) has made 0 purchases and 4 sales selling 48,450 shares for an estimated $8,716,299.
- BRIAN MANDELL (Executive Vice President) sold 42,800 shares for an estimated $7,255,755
- DON BALDRIDGE (Executive Vice President) sold 7,500 shares for an estimated $1,200,000
- LISA ANN DAVIS sold 3,800 shares for an estimated $662,617
- KEVIN OMAR MEYERS has made 2 purchases buying 350 shares for an estimated $60,606 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Phillips 66 Revenue
Phillips 66 had revenues of $32.5B in Q1 2026. This is an increase of 6.93% from the same period in the prior year.
You can track PSX financials on Quiver Quantitative's PSX stock page.
You can access data on PSX stock through the Quiver Quantitative API.
Phillips 66 Congressional Stock Trading
Members of Congress have traded $PSX stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PSX stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG sold up to $100,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Phillips 66 Hedge Fund Activity
We have seen 879 institutional investors add shares of Phillips 66 stock to their portfolio, and 875 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HARRIS ASSOCIATES L P removed 4,844,064 shares (-34.7%) from their portfolio in Q1 2026, for an estimated $882,491,579
- GOLDMAN SACHS GROUP INC added 3,500,866 shares (+157.5%) to their portfolio in Q1 2026, for an estimated $637,787,767
- STATE STREET CORP added 2,183,303 shares (+9.3%) to their portfolio in Q1 2026, for an estimated $397,754,140
- AMUNDI added 1,403,493 shares (+62.0%) to their portfolio in Q1 2026, for an estimated $255,688,354
- BLACKROCK, INC. added 1,105,250 shares (+3.6%) to their portfolio in Q1 2026, for an estimated $201,354,445
- VESTOR CAPITAL, LLC added 1,064,886 shares (+45860.7%) to their portfolio in Q2 2026, for an estimated $180,018,978
- HOLOCENE ADVISORS, LP removed 991,550 shares (-72.2%) from their portfolio in Q1 2026, for an estimated $180,640,579
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Phillips 66 Price Targets
Multiple analysts have issued price targets for $PSX recently. We have seen 12 analysts offer price targets for $PSX in the last 6 months, with a median target of $203.0.
Here are some recent targets:
- Theresa Chen from Barclays set a target price of $183.0 on 07/09/2026
- Lloyd Byrne from Jefferies set a target price of $207.0 on 07/09/2026
- Jason Gabelman from TD Cowen set a target price of $220.0 on 06/29/2026
- Erin Wright from Morgan Stanley set a target price of $196.0 on 06/12/2026
- Nitin Kumar from Mizuho set a target price of $212.0 on 05/27/2026
- Neil Mehta from Goldman Sachs set a target price of $207.0 on 05/20/2026
- Betty Zhang from Scotiabank set a target price of $151.0 on 04/22/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
