PSX Phillips 66

company

SEC Filings & Insider Trading Activity 2026

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

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

Risk Factors

• • No new or changed risk factors from 2024 10-K in 10-Q filing
• • Continued exposure to market volatility impacting refining margins and commodity prices

Management Discussion & Analysis

• • Revenue decreased 3% QoQ and 10% YoY in Q3 2025, impacted by lower crude, NGL and refined product prices despite higher volumes
• • Net income $133M in Q3 2025 vs $346M in Q3 2024; operating margin implied decline due to $948M WRB impairment, offset by higher refining margins (realized refining margin $12.15/bbl vs $8.31/bbl YoY)

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 October 29, 2025, an 8-K current report on April 29, 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 October 29, 2025. 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 April 29, 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.