- ISIN
- US7185461040
- CUSIP
- 718546104
- Sector
- Energy
- Industry
- Oil & Gas Refining & Marketing
- IPO Date
- May 1, 2012
Highlights
- Market Cap
- $84.87B
- Enterprise Value
- $115.29B
- EPS (TTM)
- $10.19
- PE Ratio
- 20.78
- PEG Ratio
- 0.12
- Total Revenue (TTM)
- $134.70B
- Gross Profit (TTM)
- $5.94B
- EBITDA (TTM)
- $9.17B
- Year Range
- $118.07 - $216.08
- Target Price
- $162.56
- ROA (TTM)
- 4.90%
- ROE (TTM)
- 14.45%
- Avg. Volume (1M)
- 2M
- Avg. Volume Value (1M)
- $498.69M
Share Price Chart
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Performance
PSX Performance Chart
Phillips 66 (PSX) is up 66.6% since the beginning of the year. At $212 per share, PSX is trading just below its 52-week high of $216. Investors who bought $1,000 worth of PSX shares 5 years ago would now be looking at an investment worth $3,482.
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Returns By Period
Phillips 66 (PSX) has returned 66.59% so far this year and 83.06% over the past 12 months. Looking at the last ten years, PSX has achieved an annualized return of 15.01%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Phillips 66
- 1D
- 0.51%
- 1M
- 19.99%
- 6M
- 49.74%
- YTD
- 66.59%
- 1Y
- 83.06%
- 3Y*
- 27.91%
- 5Y*
- 28.34%
- 10Y*
- 15.01%
- ALL TIME*
- 17.61%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
PSX Monthly Returns History
Based on dividend-adjusted daily data since May 1, 2012, PSX's average daily return is +0.09%, while the average monthly return is +1.80%. At this rate, an investment would double in approximately 3.2 years.
Historically, 57% of months were positive and 43% were negative. The best month was Apr 2020 with a return of +36.4%, while the worst month was Mar 2020 at -28.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, PSX closed higher 53% of trading days. The best single day was Nov 9, 2020 with a return of +22.2%, while the worst single day was Mar 12, 2020 at -15.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.25% | 8.39% | 18.05% | -1.66% | -1.11% | -3.88% | 25.22% | 66.59% | |||||
| 2025 | 3.46% | 11.02% | -4.79% | -15.73% | 10.10% | 5.13% | 3.59% | 9.16% | 1.83% | 0.09% | 1.46% | -5.78% | 17.51% |
| 2024 | 8.39% | -0.53% | 14.62% | -12.32% | 0.02% | -0.66% | 3.05% | -2.75% | -6.31% | -7.33% | 10.96% | -14.96% | -11.63% |
| 2023 | -3.66% | 3.32% | -1.15% | -2.35% | -6.44% | 4.12% | 16.95% | 3.30% | 5.25% | -5.06% | 14.03% | 3.30% | 33.07% |
| 2022 | 17.02% | 0.41% | 2.55% | 0.43% | 17.39% | -18.67% | 8.55% | 1.62% | -9.77% | 29.20% | 4.90% | -4.02% | 49.58% |
| 2021 | -3.06% | 23.89% | -1.82% | -0.77% | 5.20% | 1.90% | -14.44% | -1.96% | -1.49% | 6.78% | -6.41% | 4.76% | 8.51% |
Benchmark Metrics
Phillips 66 has an annualized alpha of 8.43%, beta of 1.04, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since May 01, 2012.
- This stock captured 129.30% of S&P 500 Index gains and 108.67% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.27 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 8.43%
- Beta
- 1.04
- R²
- 0.27
- Upside Capture
- 129.30%
- Downside Capture
- 108.67%
Return for Risk
Risk / Return Rank
PSX ranks 94 for risk / return — above 94% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Phillips 66 (PSX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.25 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.49 | 2.00 | +2.49 |
| Martin ratioReturn relative to average drawdown | 13.71 | 8.49 | +5.22 |
Dividends
Dividend History
Phillips 66 provided a 2.33% dividend yield over the last twelve months, with an annual payout of $4.94 per share. The company has been increasing its dividends for 13 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.94 | $4.75 | $4.50 | $4.20 | $3.83 | $3.62 | $3.60 | $3.50 | $3.10 | $2.73 | $2.45 | $2.18 |
Dividend yield | 2.33% | 3.68% | 3.95% | 3.15% | 3.68% | 5.00% | 5.15% | 3.14% | 3.60% | 2.70% | 2.84% | 2.67% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $1.27 | $0.00 | $0.00 | $1.27 | $0.00 | $0.00 | $2.54 | |||||
| 2025 | $0.00 | $1.15 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $1.20 | $0.00 | $4.75 |
| 2024 | $0.00 | $1.05 | $0.00 | $0.00 | $1.15 | $0.00 | $0.00 | $1.15 | $0.00 | $0.00 | $1.15 | $0.00 | $4.50 |
| 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 | $4.20 |
| 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 | $3.83 |
| 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 | $3.62 |
Dividend Yield & Payout
Dividend Yield
Phillips 66 has a dividend yield of 2.33%, which is quite average when compared to the overall market.
Payout Ratio
Phillips 66 has a payout ratio of 47.59%, which is quite average when compared to the overall market. This suggests that Phillips 66 strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 0.28%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-64.21%Mar 2020 | 4mo 13d | 2y 2mo | 2y 6moNov 2019 - Jun 2022 | COVID crash2020 |
-44.37%Apr 2025 | 1y 4d | 11mo | 1y 11moApr 2024 - Mar 2026 | 2025 selloff2025 |
-35.37%Dec 2018 | 4mo 25d | 10mo 9d | 1y 2moAug 2018 - Oct 2019 | Rate-hike selloffLate 2018 |
-32.01%Jan 2015 | 4mo 9d | 9mo 17d | 1y 1moSep 2014 - Oct 2015 | — |
-32.00%Sep 2022 | 3mo 19d | 1mo 16d | 5mo 5dJun 2022 - Nov 2022 | Bear market2022 |
Drawdown Indicators
| PSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.21% | -56.78% | -7.43% |
Max Drawdown (1Y)Largest decline over 1 year | -17.28% | -9.10% | -8.18% |
Max Drawdown (3Y)Largest decline over 3 years | -44.37% | -18.90% | -25.47% |
Max Drawdown (5Y)Largest decline over 5 years | -44.37% | -25.43% | -18.94% |
Max Drawdown (10Y)Largest decline over 10 years | -64.21% | -33.92% | -30.29% |
Current DrawdownCurrent decline from peak | -0.28% | -1.58% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -14.64% | -10.70% | -3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.66% | 2.14% | +3.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Phillips 66 over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Phillips 66 is priced in the market compared to other companies in the Oil & Gas Refining & Marketing industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for PSX, comparing it with other companies in the Oil & Gas Refining & Marketing industry. Currently, PSX has a P/E ratio of 20.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for PSX compared to other companies in the Oil & Gas Refining & Marketing industry. PSX currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for PSX relative to other companies in the Oil & Gas Refining & Marketing industry. Currently, PSX has a P/S ratio of 0.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for PSX in comparison with other companies in the Oil & Gas Refining & Marketing industry. Currently, PSX has a P/B value of 3.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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