PSX vs. CVX
Compare and contrast key facts about Phillips 66 (PSX) and Chevron Corporation (CVX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSX or CVX.
Correlation
The correlation between PSX and CVX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PSX vs. CVX - Performance Comparison
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Key characteristics
PSX:
-0.31
CVX:
-0.36
PSX:
-0.18
CVX:
-0.34
PSX:
0.98
CVX:
0.95
PSX:
-0.23
CVX:
-0.43
PSX:
-0.70
CVX:
-1.08
PSX:
14.58%
CVX:
8.70%
PSX:
34.97%
CVX:
25.14%
PSX:
-64.21%
CVX:
-55.77%
PSX:
-24.68%
CVX:
-17.06%
Fundamentals
PSX:
$50.84B
CVX:
$246.43B
PSX:
$4.44
CVX:
$8.79
PSX:
28.10
CVX:
16.18
PSX:
0.88
CVX:
3.84
PSX:
0.37
CVX:
1.26
PSX:
1.86
CVX:
1.64
PSX:
$137.74B
CVX:
$194.44B
PSX:
$8.40B
CVX:
$53.54B
PSX:
$5.95B
CVX:
$43.57B
Returns By Period
In the year-to-date period, PSX achieves a 11.35% return, which is significantly higher than CVX's -0.80% return. Over the past 10 years, PSX has outperformed CVX with an annualized return of 8.40%, while CVX has yielded a comparatively lower 7.49% annualized return.
PSX
11.35%
30.20%
-2.23%
-10.81%
16.68%
8.40%
CVX
-0.80%
4.98%
-10.08%
-8.89%
14.79%
7.49%
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Risk-Adjusted Performance
PSX vs. CVX — Risk-Adjusted Performance Rank
PSX
CVX
PSX vs. CVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Phillips 66 (PSX) 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.
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Dividends
PSX vs. CVX - Dividend Comparison
PSX's dividend yield for the trailing twelve months is around 3.66%, more than CVX's 3.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSX Phillips 66 | 3.66% | 3.95% | 3.15% | 3.68% | 5.00% | 5.15% | 3.14% | 3.60% | 2.70% | 2.84% | 2.67% | 2.64% |
CVX Chevron Corporation | 3.50% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% | 3.75% |
Drawdowns
PSX vs. CVX - Drawdown Comparison
The maximum PSX drawdown since its inception was -64.21%, which is greater than CVX's maximum drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for PSX and CVX. For additional features, visit the drawdowns tool.
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Volatility
PSX vs. CVX - Volatility Comparison
Phillips 66 (PSX) has a higher volatility of 10.97% compared to Chevron Corporation (CVX) at 6.77%. This indicates that PSX's price experiences larger fluctuations and is considered to be riskier than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PSX vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between Phillips 66 and Chevron Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
PSX vs. CVX - Profitability Comparison
PSX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Phillips 66 reported a gross profit of 1.98B and revenue of 30.43B. Therefore, the gross margin over that period was 6.5%.
CVX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a gross profit of 11.36B and revenue of 47.61B. Therefore, the gross margin over that period was 23.9%.
PSX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Phillips 66 reported an operating income of -395.00M and revenue of 30.43B, resulting in an operating margin of -1.3%.
CVX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported an operating income of -1.85B and revenue of 47.61B, resulting in an operating margin of -3.9%.
PSX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Phillips 66 reported a net income of 487.00M and revenue of 30.43B, resulting in a net margin of 1.6%.
CVX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chevron Corporation reported a net income of 3.51B and revenue of 47.61B, resulting in a net margin of 7.4%.