DAVIS LISA ANN sold 20.8% of their position (1.51K shares) of PHILLIPS 66 on the open market
Open‑market sale worth $314.7K — a significant reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 3 sales
Filed: 8/11/2026ACC: 0001706496-26-000008
-1.51K
Net shares
Net seller
$314.7K
Total sold
3
Open market trades
0B · 3S
3
Total transactions
1.51K disposed
Non-Derivative Transactions3
Common Stock
Indirect
Shares
−1K
Price / share
$207.21
Trade value
$207.21K
% of position
13.8%
8/10/2026
7.27K→6.27K
Common Stock
Indirect
Shares
−200.00
Price / share
$208.37
Trade value
$41.67K
% of position
3.2%
8/10/2026
6.27K→6.07K
Common Stock
Indirect
Shares
−315.00
Price / share
$208.99
Trade value
$65.83K
% of position
5.2%
8/10/2026
6.07K→5.75K
Total
Net shares
−1.51K
Net value
-$314.71K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Indirect | 8/10/2026 | S · Sale | −1K | $207.21 | $207.21K | 13.8% | 7.27K | 6.27K |
| Common Stock Indirect | 8/10/2026 | S · Sale | −200.00 | $208.37 | $41.67K | 3.2% | 6.27K | 6.07K |
| Common Stock Indirect | 8/10/2026 | S · Sale | −315.00 | $208.99 | $65.83K | 5.2% | 6.07K | 5.75K |
| Total | −1.51K | -$314.71K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)1
Common Stock
DirectShares owned1.44K
Total
1.44K direct1.44K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 1.44K | Direct |
| Total | 1.44K | 1.44K direct |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported