PHILLIPS 66(PSX)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

PSX iron condor setups PSX expected move PSX IV rank history PSX Fibonacci levels

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

PSX $200.48 —
Snapshot
$200.48
52-Week Range
$118.07 – $207.14
YTD
+53.54%
IV Rank (30D)
25.37
Straddle Price
$15.55
P/C Vol Ratio
0.10
Market Cap
$80.7B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.58%
Beta vs SPY1.00
Cost of Equity (CAPM)10.08% (VRP-adj)
WACC9.04%
Volatility Risk Premium+23.7pp (IV − HV30), ERP adj +50bps
Effective Tax Rate16.1%
Rev. Growth (YoY, DCF input)-2.8%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)14.4%
Book / Price36.3% — banking bias active (P/B is primary)
Gross Margin (TTM)12.6%
FCF Margin (TTM)0.1%
Debt / Equity0.63
Quality Score0/6 — cyclical/struggling (5y DCF)
SMA 50$178.31 (Market Anchor value)
SMA 20 / Bollinger Mid$179.85
Bollinger Width / SMA2014.6% (drives anchor stability)
Net Debt$13.5B
Market Cap$82B
Peers used for multiples: COP, CVX, DVN, EOG, OXY, SLB, VLO (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
6%
20-Day Fair Value
≈ by Aug 17, 2026
$214.98
α +3.9% rank 41%
40-Day Fair Value
≈ by Sep 15, 2026
$212.86
α +2.9% rank 19%
60-Day Fair Value
≈ by Oct 14, 2026
$208.25
α +0.7% rank 10%
MethodImplied PriceWeightDetail
DCF $-29.66 0%
DDM (Gordon) $46.88 18%
Peer P/E $209.28 7% median 20.7× · 7 peers
Peer EV/EBITDA $107.18 7% median 8.1× · 7 peers
Peer P/B $173.18 7% median 2.4× · 7 peers
Peer P/S $772.30 7% median 2.3× · 7 peers
Market Anchor (SMA50) $178.31 34% stability 77% (BB-width)
Options Expected (B-L 30d) $176.55 22% 33 strikes · skew +0.53
As of 2026-07-17 · updated
Info
Industry (SIC)
PETROLEUM REFINING (2911)
Exchange
XNYS
Market Cap
$80.7B

Phillips 66 is an independent refiner that owns or holds interest in 10 refineries with a total crude throughput capacity of 2.0 million barrels per day, or mmb/d, at the end of 2025. The midstream segment comprises extensive transportation and NGL processing assets. It includes 70,000 miles of crude oil, refined petroleum product, NGL and natural gas pipeline systems, and a comprehensive set of refined petroleum product, NGL and crude oil terminals, gathering and processing plants and fractionation facilities and various other storage and loading facilities. Its CPChem chemical joint venture …

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +1.77% 14
Feb +1.46% 14
Mar +1.14% 14
Apr +1.28% 14
May +1.08% 15
Jun -0.68% 15
Jul +3.80% 15
Aug -0.38% 14
Sep -0.51% 14
Oct +2.71% 14
Nov +3.97% 14
Dec -1.23% 14
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators
SMA 20: $181.84
SMA 50: $178.84
SMA 200: $156.29
Current: $206.86
EMA 12: $192.15
EMA 26: $184.94
MACD: 7.2098 | Signal: 2.9914
BULLISH
ADX (14): 25.22
TREND
+DI: 38.00
−DI: 14.15
Momentum Oscillators
RSI (14): 72.93
OVERBOUGHT
Stoch %K: 93.11
Stoch %D: 93.51
Williams %R: -0.73
Volume & Volatility
BB Upper: $207.49
BB Lower: $156.19
NEUTRAL
OBV: 34,063,479
Vol SMA 20: 2,935,781
Vol ROC: 20.64%
ATR: $5.91
True Range: $5.82
HV 20: 33.1%
HV 30: 34.3%
HV 60: 33.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-19T00:00:00 – 2026-07-17T00:00:00
AI Analysis

Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
Earnings History
4 of 8 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-07-30 Pre-Market 4.33% 7.58% 1.75x Exceeded
2024-10-29 Pre-Market 3.41% 4.46% 1.31x Exceeded
2025-01-31 Pre-Market 3.03% 2.30% 0.76x Within
2025-04-25 Pre-Market 3.18% 1.60% 0.50x Within
2025-07-25 Pre-Market 3.49% 0.78% 0.22x Within
2025-10-29 Pre-Market 3.42% 3.25% 0.95x Within
2026-02-04 Pre-Market 3.64% 5.35% 1.47x Exceeded
2026-04-29 Pre-Market 4.10% 5.06% 1.23x Exceeded
Options Activity
IV Rank (30D)
25.37
IV Rank (7D)
62.25
Avg IV
57.4%
Straddle (30D)
$15.55
Straddle (7D)
$7.80
P/C Volume
0.10
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
-0.13
Correlation (SPY)
-5.5%
R²
0.00
Ann. Volatility
30.5%
SPY Volatility
12.6%

Negative beta - stock moves opposite to market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 406,201,000 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

2,153 filers310,327,008 shares$51.12B value76.40% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 51,930,038 $6.70B 13.11% 12.78% 2025-12-31
2 BlackRock, Inc. Custodian 32,024,597 $5.83B 11.41% 7.88% 2026-03-31
3 STATE STREET CORP 25,772,853 $4.70B 9.18% 6.34% 2026-03-31
4 Elliott Investment Management L.P. 19,251,000 $3.51B 6.86% 4.74% 2026-03-31
5 WELLS FARGO & COMPANY/MN Custodian 13,788,007 $2.51B 4.91% 3.39% 2026-03-31
6 GEODE CAPITAL MANAGEMENT, LLC Custodian 10,658,175 $1.93B 3.78% 2.62% 2026-03-31
7 HARRIS ASSOCIATES L P 9,134,428 $1.66B 3.26% 2.25% 2026-03-31
8 Bank of New York Mellon Corp Custodian 6,879,213 $1.25B 2.45% 1.69% 2026-03-31
9 GOLDMAN SACHS GROUP INC Custodian 5,723,891 $1.04B 2.04% 1.41% 2026-03-31
10 MORGAN STANLEY Custodian 6,791,424 $876.37M 1.71% 1.67% 2025-12-31
11 FMR LLC Custodian 4,327,131 $788.32M 1.54% 1.07% 2026-03-31
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,968,562 $722.99M 1.41% 0.98% 2026-03-31
13 NORTHERN TRUST CORP Custodian 3,676,074 $669.71M 1.31% 0.91% 2026-03-31
14 Amundi Custodian 3,667,451 $668.14M 1.31% 0.90% 2026-03-31
15 AQR CAPITAL MANAGEMENT LLC Custodian 3,383,523 $616.41M 1.21% 0.83% 2026-03-31
16 UBS Group AG Custodian 3,149,505 $573.78M 1.12% 0.78% 2026-03-31
17 BANK OF AMERICA CORP /DE/ Custodian 2,971,036 $541.26M 1.06% 0.73% 2026-03-31
18 DIMENSIONAL FUND ADVISORS LP Custodian 2,839,278 $517.36M 1.01% 0.70% 2026-03-31
19 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 2,321,649 $422.96M 0.83% 0.57% 2026-03-31
20 JPMORGAN CHASE & CO Custodian 2,239,805 $413.94M 0.81% 0.55% 2026-03-31
21 Legal & General Group Plc Custodian 1,991,832 $362.87M 0.71% 0.49% 2026-03-31
22 Nuveen, LLC Custodian 1,705,721 $310.75M 0.61% 0.42% 2026-03-31
23 Boston Partners 1,651,820 $301.25M 0.59% 0.41% 2026-03-31
24 ROYAL BANK OF CANADA Custodian 1,489,962 $271.44M 0.53% 0.37% 2026-03-31
25 Neuberger Berman Group LLC 1,424,106 $259.59M 0.51% 0.35% 2026-03-31
40 filers$644.80M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $188.83M 29.28% 2026-03-31
2 CITADEL ADVISORS LLC Custodian $95.06M 14.74% 2026-03-31
3 IMC-Chicago, LLC Custodian $55.00M 8.53% 2026-03-31
4 JANE STREET GROUP, LLC Custodian $51.32M 7.96% 2026-03-31
5 GROUP ONE TRADING LLC Custodian $46.18M 7.16% 2026-03-31
6 Optiver Holding B.V. $33.12M 5.14% 2026-03-31
7 WOLVERINE TRADING, LLC Custodian $25.40M 3.94% 2025-09-30
8 Walleye Trading LLC $25.03M 3.88% 2026-03-31
9 UBS Group AG Custodian $13.66M 2.12% 2026-03-31
10 BNP PARIBAS FINANCIAL MARKETS Custodian $13.63M 2.11% 2026-03-31
11 Alphadyne Asset Management LP $11.28M 1.75% 2026-03-31
12 SIMPLEX TRADING, LLC Custodian $10.77M 1.67% 2026-03-31
13 PEAK6 LLC $10.06M 1.56% 2026-03-31
14 Allianz Asset Management GmbH $7.89M 1.22% 2026-03-31
15 CITIGROUP INC Custodian $7.11M 1.10% 2026-03-31
16 HSBC HOLDINGS PLC Custodian $6.74M 1.04% 2026-03-31
17 Maven Securities LTD $5.46M 0.85% 2026-03-31
18 Walleye Capital LLC $3.90M 0.60% 2026-03-31
19 Jefferies Financial Group Inc. $3.83M 0.59% 2026-03-31
20 CIBC Bancorp USA Inc. $3.53M 0.55% 2026-03-31
21 Twin Tree Management, LP $3.10M 0.48% 2026-03-31
22 GOLDMAN SACHS GROUP INC Custodian $2.73M 0.42% 2026-03-31
23 CAPITAL FUND MANAGEMENT S.A. $2.71M 0.42% 2026-03-31
24 Cubist Systematic Strategies, LLC $2.53M 0.39% 2025-09-30
25 MILLENNIUM MANAGEMENT LLC Custodian $2.20M 0.34% 2026-03-31
39 filers$538.31M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $108.67M 20.19% 2026-03-31
2 CITIGROUP INC Custodian $69.68M 12.95% 2026-03-31
3 IMC-Chicago, LLC Custodian $47.93M 8.90% 2026-03-31
4 CITADEL ADVISORS LLC Custodian $42.34M 7.87% 2026-03-31
5 Optiver Holding B.V. $36.31M 6.75% 2026-03-31
6 JANE STREET GROUP, LLC Custodian $26.53M 4.93% 2026-03-31
7 HSBC HOLDINGS PLC Custodian $22.79M 4.23% 2026-03-31
8 WOLVERINE TRADING, LLC Custodian $19.08M 3.54% 2025-09-30
9 BNP PARIBAS FINANCIAL MARKETS Custodian $19.04M 3.54% 2026-03-31
10 GROUP ONE TRADING LLC Custodian $16.10M 2.99% 2026-03-31
11 Alphadyne Asset Management LP $15.45M 2.87% 2026-03-31
12 Walleye Trading LLC $14.23M 2.64% 2026-03-31
13 UBS Group AG Custodian $14.21M 2.64% 2026-03-31
14 MILLENNIUM MANAGEMENT LLC Custodian $12.81M 2.38% 2026-03-31
15 Allianz Asset Management GmbH $9.66M 1.79% 2026-03-31
16 JPMORGAN CHASE & CO Custodian $9.55M 1.77% 2026-03-31
17 SIMPLEX TRADING, LLC Custodian $9.31M 1.73% 2026-03-31
18 TUDOR INVESTMENT CORP ET AL $5.96M 1.11% 2026-03-31
19 CAPITAL FUND MANAGEMENT S.A. $5.56M 1.03% 2026-03-31
20 CAPSTONE INVESTMENT ADVISORS, LLC $4.59M 0.85% 2026-03-31
21 ADAPT Investment Managers SA $3.64M 0.68% 2026-03-31
22 Eisler Capital Management Ltd. $3.43M 0.64% 2025-09-30
23 Squarepoint Ops LLC $3.33M 0.62% 2026-03-31
24 GOLDMAN SACHS GROUP INC Custodian $2.73M 0.51% 2026-03-31
25 LOGAN CAPITAL MANAGEMENT INC $2.50M 0.46% 2026-03-31
Insider Activity
Latest: 2026-07-13
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-07-13 Kevin J Mitchell Exec. VP and CFO Mixed — $142.50 -$1.05M EDGAR
2026-05-12 Kevin J Mitchell Exec. VP and CFO Mixed — $132.49 -$2.25M EDGAR
2026-05-07 Kevin Omar Meyers Director Buy (P) +175 $173.12 $30.3K EDGAR
2026-04-03 Don Baldridge Executive Vice President Tax (F) −5,885 $177.21 -$1.04M EDGAR
2026-04-01 Kevin J Mitchell Exec. VP and CFO Mixed — $142.52 -$1.49M EDGAR
2026-03-17 Kevin Omar Meyers Director Mixed +1,124 $172.89 $194.3K EDGAR
2026-03-17 Howard I Ungerleider Director Award (A) +949 $172.84 $164.0K EDGAR
2026-03-16 Brian Mandell Executive Vice President Mixed — $129.55 -$3.42M EDGAR
2026-03-16 Lisa Ann Davis Director Sell (S) −3,800 $174.37 -$662.6K EDGAR
2026-03-06 Kevin J Mitchell Exec. VP and CFO Mixed — $131.17 -$1.58M EDGAR
2026-02-19 Don Baldridge Executive Vice President Sell (S) −7,500 $160.00 -$1.20M EDGAR
2026-02-12 Don Baldridge Executive Vice President Award (A) +7,139 $156.70 $1.12M EDGAR
2026-02-12 Brian Mandell Executive Vice President Award (A) +7,244 $156.70 $1.14M EDGAR
2026-02-12 Vanessa Allen Sutherland EVP, GC and Secretary Award (A) +7,478 $156.70 $1.17M EDGAR
2026-02-12 Kevin J Mitchell Exec. VP and CFO Award (A) +11,411 $156.70 $1.79M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
43 insiders · @ $206.86
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 WARREN E BUFFETT 10%+ Owner 80,689,892 $16.69B $2.49B 13 2016-09-19
2 INDEMNITY CO NATIONAL 10%+ Owner 79,652,008 $16.48B $182.84M 2 2016-09-06
3 BERKSHIRE HATHAWAY INC 10%+ Owner 45,689,892 $9.45B $1.61B 10 2018-02-15
4 Greg C. Garland Executive Chairman 676,816 $140.01M -$83.97M 43 2024-02-12
5 Timothy D. Roberts Executive Vice President 133,294 $27.57M -$28.52M 21 2024-05-20
6 Mark E Lashier Chairman and CEO 126,160 $26.10M $0 20 2026-02-12
7 Brian Mandell Executive Vice President 104,394 $21.60M -$15.99M 30 2026-03-16
8 Paula Ann Johnson Executive VP and Gen Counsel 103,851 $21.48M -$9.14M 30 2022-06-08
9 Kevin J Mitchell Exec. VP and CFO 98,676 $20.41M -$31.12M 35 2026-07-13
10 JOHN E LOWE Director 83,474 $17.27M -$5.09M 31 2025-01-17
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-07-09
Last 30d: 1 filing · $2.1M notice value  ·  Last 90d: 3 filings · $7.2M notice value · 1 unique filer · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.

Top 90-day filers: Kevin Mitchell (3, $7.2M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-07-09 Kevin Mitchell Officer 11,021 $2.09M 2026-07-09 Merrill Lynch 10b5-1 EDGAR
2026-05-11 Kevin Mitchell Officer 600 $102.9K 2026-05-11 Merrill Lynch 10b5-1 EDGAR
2026-05-08 Kevin Mitchell Officer 29,400 $5.00M 2026-05-08 Merrill Lynch 10b5-1 EDGAR
2026-03-30 Kevin Mitchell Officer 15,629 $2.97M 2026-03-30 Merrill Lynch 10b5-1 EDGAR
2026-03-13 LISA A DAVIS Director 3,800 $662.6K 2026-03-13 Morgan Stanley Smith Barney LLC … — EDGAR
2026-03-12 Brian Mandell Officer 42,800 $7.25M 2026-03-12 Merrill Lynch — EDGAR
2026-03-05 Kevin Mitchell Officer 16,856 $2.83M 2026-03-05 Merrill Lynch 10b5-1 EDGAR
2026-03-05 Kevin Mitchell Officer 4,944 $815.7K 2026-03-04 Merrill Lynch 10b5-1 EDGAR
2026-02-17 Donald Baldridge Officer 7,500 $1.20M 2026-02-17 Merrill Lynch — EDGAR
2026-02-06 144/A Vanessa Sutherland Officer 4,394 $659.0K 2026-02-04 Merrill Lynch 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-14
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-14 0001193125-26-224232 EDGAR
2026-04-29 0001534701-26-000020 EDGAR
2026-04-06 0001534701-26-000015 EDGAR
2026-03-18 0001193125-26-114070 EDGAR
2026-03-09 0001193125-26-097469 EDGAR
2026-02-04 0001534701-26-000003 EDGAR
2025-10-29 0001534701-25-000153 EDGAR
2025-09-30 0001193125-25-225107 EDGAR
2025-09-18 0001193125-25-207435 EDGAR
2025-09-09 0001193125-25-198846 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-20 0001534701-26-000006 EDGAR
2025-02-21 0001534701-25-000074 EDGAR
2024-02-21 0001534701-24-000078 EDGAR
2023-02-22 0001534701-23-000053 EDGAR
2022-02-18 0001534701-22-000078 EDGAR
2021-02-24 0001534701-21-000074 EDGAR
2020-02-21 0001534701-20-000070 EDGAR
2019-02-22 0001534701-19-000063 EDGAR
2018-02-23 0001534701-18-000065 EDGAR
2017-02-17 0001534701-17-000051 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-29 0001534701-26-000022 EDGAR
2025-10-29 0001534701-25-000155 EDGAR
2025-07-28 0001534701-25-000137 EDGAR
2025-04-25 0001534701-25-000094 EDGAR
2024-10-29 0001534701-24-000166 EDGAR
2024-07-31 0001534701-24-000132 EDGAR
2024-04-29 0001534701-24-000104 EDGAR
2023-11-03 0001534701-23-000148 EDGAR
2023-08-04 0001534701-23-000123 EDGAR
2023-05-04 0001534701-23-000080 EDGAR
ETF Holders
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Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio19.8
P/B Ratio2.8
P/S Ratio0.6
EV/EBITDA14.6
TTM Revenue$134.6B
TTM Net Income$4.1B
TTM EPS$10.11
ROE14.4%
Dividend Yield2.64%
Debt/Equity0.95