Davis Lisa Ann

Track

Insider profile

Performance

Overall performance
2.7
Performance over holding periods
2.7
30 days 90 days 120 days
Average return 5% 8.2% 15.1%
Success rate 100% 68% 82%
Transactions
3 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Davis Lisa Ann's trades of Phillips 66's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-03-16 2026-03-13
US Phillips 66 (PSX)
S Sale
35,299 +42.4%
449.62
US$2,089,299 		35,299 +42.4% 449.62 US$2,089,299
2026-03-13 2026-03-13
US Phillips 66 (PSX)
PrS Proposed sale
68,738
463.46
US$75,407 		68,738 463.46 US$75,407
2025-08-20 2025-08-18
S Sale
19,533 -37.0%
423.23
US$1,825,725 		19,533 -37.0% 423.23 US$1,825,725
2025-08-18 2025-08-18
PrS Proposed sale
1,604
180.74
US$289,901 		1,604 180.74 US$289,901
2023-12-27 2023-12-27
US C3Ai Inc (AI)
PrS Proposed sale
915
29.97
US$27,427 		915 29.97 US$27,427
2023-05-04 2023-05-02
S Sale
2,029 -100.0%
140.92
US$285,922 		2,029 -100.0% 140.92 US$285,922
2023-05-02 2023-05-02
PrS Proposed sale
2,029
140.92
US$285,922 		2,029 140.92 US$285,922