PHX vs. CVX

Last updated Apr 1, 2026

Compare and contrast key facts about PHX Minerals Inc. (PHX) and Chevron Corporation (CVX).

Performance

PHX vs. CVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PHX Minerals Inc. (PHX) and Chevron Corporation (CVX). The values are adjusted to include any dividend payments, if applicable.

PHX vs. CVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PHX PHX Minerals Inc.	0.00%	10.88%	29.52%	-14.64%	83.43%	-4.32%	-79.09%	-26.79%	-23.93%	-12.03%
CVX Chevron Corporation	30.79%	10.10%	1.29%	-13.63%	58.46%	46.24%	-25.95%	15.27%	-9.75%	10.59%

Fundamentals

Total Revenue (TTM) PHX : $38.46M CVX : $187.03B
Gross Profit (TTM) PHX : $21.10M CVX : $34.38B
EBITDA (TTM) PHX : $20.95M CVX : $41.09B

Returns By Period

PHX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CVX

• 1D: -4.59%
• 1M: 4.12%
• YTD: 30.79%
• 6M: 30.40%
• 1Y: 22.42%
• 3Y*: 11.16%
• 5Y*: 18.11%
• 10Y*: 12.35%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

PHX vs. CVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CVX

CVX Risk / Return Rank: 64
CVX Sharpe Ratio Rank: 70
CVX Sortino Ratio Rank: 61
CVX Omega Ratio Rank: 63
CVX Calmar Ratio Rank: 64
CVX Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PHX vs. CVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PHX Minerals Inc. (PHX) and Chevron Corporation (CVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	PHX	CVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.89	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.73	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.43	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.38	—

Correlation

The correlation between PHX and CVX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

PHX vs. CVX - Dividend Comparison

PHX's dividend yield for the trailing twelve months is around 0.92%, less than CVX's 3.50% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PHX PHX Minerals Inc.	0.92%	1.84%	3.50%	3.03%	1.93%	1.84%	3.04%	1.43%	1.03%	0.78%	0.68%	0.99%
CVX Chevron Corporation	3.50%	4.49%	4.50%	4.05%	3.16%	4.52%	6.11%	3.95%	4.12%	3.45%	3.64%	4.76%

Drawdowns

Drawdown Indicators

	PHX	CVX	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.77%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-19.67%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.95%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-55.77%	—
Current Drawdown Current decline from peak	—	-6.51%	—
Average Drawdown Average peak-to-trough decline	—	-11.40%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	9.57%	—

Volatility

Volatility by Period

	PHX	CVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.94%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.54%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	25.44%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	25.05%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	29.02%	—

Financials