PSX Phillips 66
company
SEC Filings & Insider Trading Activity 2026

CIK: 1534701
Energy
Petroleum Refining 54 filings
S&P 500

Latest Phillips 66 (PSX) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 20, 2026, a 10-Q quarterly report filed on April 29, 2026, an 8-K current report filed on May 14, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Phillips 66 (PSX) (SEC CIK 1534701), with AI-powered section-by-section summaries updated daily.

10-Q: 34
10-K: 12
8-K: 6
SC 13G: 2

Latest 2026 SEC Filing Dates

10-K Annual Report
Feb 20, 2026
10-Q Quarterly Report
Apr 29, 2026
8-K Current Report
May 14, 2026

AI 10-K Annual Report Analysis
Latest 10-K (2025-12-31)

Risk Factors

  • Regulatory risk: California Senate Bill No. 2 (SBx 1-2) imposes maximum gasoline refining margin and financial penalties, expanding California Energy Commission oversight and maintenance reporting requirements
  • Geopolitical risk: Conflicts in Middle East, Eastern Europe, South America disrupt crude oil supply, impacting Midstream, Refining, and Marketing segments and pipeline volumes
+3 more insights

Management Discussion & Analysis

  • Revenue decreased 8% in 2025 due to lower prices, partially offset by higher sales volumes; operating cash flow $5B with net income $4.4B vs $2.1B in 2024
  • Operating margin improved with realized refining margins $10.88/bbl in 2025 vs $8.84/bbl in 2024; net income margin approx. 10.9% on net income $4.4B and revenue implied higher than prior year
+3 more insights

Annual Reports Archive
10-K

AI-powered analysis of Phillips 66 (PSX) 10-K annual reports filed with SEC EDGAR.

Quarterly Reports Archive
10-Q

AI-powered analysis of Phillips 66 (PSX) 10-Q quarterly reports filed with SEC EDGAR.

Recent 8-K Filings
Current Reports

AI-powered analysis of Phillips 66 (PSX) 8-K current reports disclosing material events.

Financial Summary
XBRL

FY2021FY2022FY2023FY2024FY2025
Profitability
Revenue$111.5B$170.0B$147.4B$143.2B$132.4B
Net Income$1.3B$11.0B$7.0B$2.1B$4.4B
Net Margin1.2%6.5%4.8%1.5%3.3%
Balance Sheet
Total Assets$55.6B$76.4B$75.5B$72.6B$73.7B
Equity$19.2B$29.5B$30.6B$27.4B$29.1B
ROE6.9%37.4%22.9%7.7%15.1%

Source: XBRL financial data from Phillips 66 (PSX) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.

Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4

FormFiling DatePeriodAnalysisSEC
8-K
May 14, 2026
8-K
Apr 29, 2026
10-Q
Apr 29, 2026Mar 31, 2026
8-K
Apr 6, 2026
8-K
Mar 18, 2026Analysis
8-K
Mar 9, 2026Analysis
10-K
Feb 20, 2026Dec 31, 2025Analysis
8-K
Feb 4, 2026
10-Q
Oct 29, 2025Sep 30, 2025Analysis
10-Q
Jul 28, 2025Jun 30, 2025
10-Q
Apr 25, 2025Mar 31, 2025
10-K
Feb 21, 2025Dec 31, 2024
10-Q
Oct 29, 2024Sep 30, 2024
10-Q
Jul 31, 2024Jun 30, 2024
10-Q
Apr 29, 2024Mar 31, 2024
10-K
Feb 21, 2024Dec 31, 2023
10-Q
Nov 3, 2023Sep 30, 2023
10-Q
Aug 4, 2023Jun 30, 2023
10-Q
May 4, 2023Mar 31, 2023
10-K
Feb 22, 2023Dec 31, 2022
10-Q
Nov 9, 2022Sep 30, 2022
10-Q
Jul 29, 2022Jun 30, 2022
10-Q
Apr 29, 2022Mar 31, 2022
10-K
Feb 18, 2022Dec 31, 2021
10-Q
Oct 29, 2021Sep 30, 2021

Frequently Asked Questions

What are the latest PSX SEC filings in 2026?

Phillips 66 (PSX) has filed a 10-K annual report on February 20, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on May 14, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did PSX file its most recent 10-K annual report?

Phillips 66 (PSX) filed its most recent 10-K annual report on February 20, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view PSX 10-Q quarterly reports?

Phillips 66 (PSX)'s most recent 10-Q quarterly report was filed on April 29, 2026. SignalX displays every PSX 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has PSX filed recently?

Phillips 66 (PSX)'s most recent 8-K was filed on May 14, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find PSX insider trading activity (Form 4)?

SignalX aggregates every PSX Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does PSX file with the SEC?

Phillips 66 (PSX) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new PSX filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Phillips 66 (PSX).

What is PSX's SEC CIK number?

Phillips 66 (PSX)'s SEC CIK (Central Index Key) number is 1534701. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1534701 to look up all PSX filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find PSX return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Phillips 66 (PSX) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.

Stay on top of Phillips 66 SEC filings

Insider trading data, fund holdings, cross-signal detection, and AI-powered analysis for 54+ filings.