Phillips 66 (PSX)
Company Info
| ISIN | US7185461040 |
|---|---|
| CUSIP | 718546104 |
| Sector | Energy |
| Industry | Oil & Gas Refining & Marketing |
Highlights
| Market Cap | $64.32B |
|---|---|
| EPS | $15.47 |
| PE Ratio | 9.79 |
| PEG Ratio | 0.73 |
| Revenue (TTM) | $148.81B |
| Gross Profit (TTM) | $20.06B |
| EBITDA (TTM) | $8.58B |
| Year Range | $87.47 - $174.08 |
| Target Price | $169.01 |
| Short % | 1.90% |
| Short Ratio | 2.78 |
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Phillips 66, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Phillips 66 had a return of 14.64% year-to-date (YTD) and 58.78% in the last 12 months. Over the past 10 years, Phillips 66 had an annualized return of 10.05%, which was very close to the S&P 500 benchmark's annualized return of 10.55%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.64% | 7.26% |
| 1 month | -7.22% | -2.63% |
| 6 months | 36.99% | 22.78% |
| 1 year | 58.78% | 22.71% |
| 5 years (annualized) | 15.38% | 11.87% |
| 10 years (annualized) | 10.05% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 8.39% | -0.53% | 14.62% | |||||||||
| 2023 | -5.06% | 14.03% | 3.30% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PSX is 94, placing it in the top 6% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Phillips 66(PSX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Phillips 66 (PSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Phillips 66 granted a 2.77% dividend yield in the last twelve months. The annual payout for that period amounted to $4.20 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.20 | $4.20 | $3.83 | $3.62 | $3.60 | $3.50 | $3.10 | $2.73 | $2.45 | $2.18 | $1.89 | $1.33 |
Dividend yield | 2.77% | 3.15% | 3.68% | 5.00% | 5.15% | 3.14% | 3.60% | 2.70% | 2.84% | 2.67% | 2.64% | 1.72% |
Monthly Dividends
The table displays the monthly dividend distributions for Phillips 66. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $1.05 | $0.00 | |||||||||
| 2023 | $0.00 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.05 | $0.00 |
| 2022 | $0.00 | $0.92 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.97 | $0.00 |
| 2021 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.92 | $0.00 |
| 2020 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 |
| 2019 | $0.00 | $0.80 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 |
| 2018 | $0.00 | $0.70 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | $0.00 |
| 2017 | $0.00 | $0.63 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.70 | $0.00 |
| 2016 | $0.00 | $0.56 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 |
| 2015 | $0.00 | $0.50 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.56 | $0.00 |
| 2014 | $0.00 | $0.39 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 |
| 2013 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.39 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Phillips 66. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Phillips 66 was 64.21%, occurring on Mar 23, 2020. Recovery took 556 trading sessions.
The current Phillips 66 drawdown is 12.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.21% | Nov 11, 2019 | 91 | Mar 23, 2020 | 556 | Jun 6, 2022 | 647 |
| -35.37% | Aug 1, 2018 | 101 | Dec 24, 2018 | 213 | Oct 29, 2019 | 314 |
| -32.02% | Sep 8, 2014 | 91 | Jan 15, 2015 | 199 | Oct 29, 2015 | 290 |
| -32% | Jun 9, 2022 | 75 | Sep 26, 2022 | 34 | Nov 11, 2022 | 109 |
| -21.14% | Nov 25, 2015 | 53 | Feb 11, 2016 | 403 | Sep 18, 2017 | 456 |
Volatility
Volatility Chart
The current Phillips 66 volatility is 7.57%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |