Davis Lisa Ann

Track

Insider profile

Performance

Overall performance
2.4
Performance over holding periods
2.4
30 days 90 days 120 days
Average return -1% 8.2% 15.1%
Success rate 80% 68% 82%
Transactions
6 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
US Phillips 66 (PSX)
Transaction date
Sale
Price
431.87
Quantity 92,763 +28.2%
Value US$2,182,100
US Phillips 66 (PSX)
Transaction date
Sale
Price
69.12
Quantity 18,132 -11.0%
Value US$4,162,715
US Phillips 66 (PSX)
Transaction date
Sale
Price
61.37
Quantity 11,919 -25.0%
Value US$3,811,670
US Phillips 66 (PSX)
Transaction date
Proposed sale
Price
207.73
Quantity 1,515
Value US$314,713
US Phillips 66 (PSX)
Transaction date
Sale
Price
174.37
Quantity 3,800 -30.4%
Value US$662,617
US Phillips 66 (PSX)
Transaction date
Proposed sale
Price
174.37
Quantity 3,800
Value US$662,617
Transaction date
Proposed sale
Price
180.74
Quantity 1,604
Value US$289,901
US C3Ai Inc (AI)
Transaction date
Proposed sale
Price
29.97
Quantity 915
Value US$27,427
Transaction date
Proposed sale
Price
140.92
Quantity 2,029
Value US$285,922
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-11 2026-08-10
US Phillips 66 (PSX)
S Sale
92,763 +28.2%
431.87
US$2,182,100 		92,763 +28.2% 431.87 US$2,182,100
2026-08-11 2026-08-10
US Phillips 66 (PSX)
S Sale
18,132 -11.0%
69.12
US$4,162,715 		18,132 -11.0% 69.12 US$4,162,715
2026-08-11 2026-08-10
US Phillips 66 (PSX)
S Sale
11,919 -25.0%
61.37
US$3,811,670 		11,919 -25.0% 61.37 US$3,811,670
2026-08-10 2026-08-10
US Phillips 66 (PSX)
PrS Proposed sale
1,515
207.73
US$314,713 		1,515 207.73 US$314,713
2026-03-16 2026-03-13
US Phillips 66 (PSX)
S Sale
3,800 -30.4%
174.37
US$662,617 		3,800 -30.4% 174.37 US$662,617
2026-03-13 2026-03-13
US Phillips 66 (PSX)
PrS Proposed sale
3,800
174.37
US$662,617 		3,800 174.37 US$662,617
2025-08-20 2025-08-18
S Sale
1,604 -51.2%
180.74
US$289,907 		1,604 -51.2% 180.74 US$289,907
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