Phillips 66 (PSX) Stock: Price, Forecast & Analyst Target
Phillips 66 (PSX) — MoonshotScore 89/100 (Exceptional band), calculated Oct 4, 2026. Price $264.58 (+0.13%), as of the Oct 2, 2026 trading session; market cap $106B. Expected results Oct 28, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 25.86× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 28, 2026
Phillips 66 · PSX · NYSE · Energy · Oil & Gas Refining & Marketing
Research dated 2026-09-12: Phillips is not merely a refiner: it moves and processes energy commodities, makes petrochemicals, converts feedstocks into fuels, and markets refined and specialty products. The durability of its earnings depends on whether cash generation can remain strong across that chain after the latest profit surge, while management reduces debt and continues shareholder distributions.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Phillips 66 (PSX)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A strong balance sheet and durable growth, though quality is only decent; the market is already moving on it. Business Quality: Solid; Financial Safety: Sound; Valuation: Fair; Growth Durability: Compounding; Momentum: Surging.
- quarterly revenue $51.00B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- expected results Oct 28, 2026
Helping: balance-sheet strength, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 89 | Exceptional | |
| 87 | Exceptional | |
| 87 | Exceptional | |
| 87 | Exceptional | |
| 88 | Exceptional | |
| 88 | Exceptional |
The score was 89 in the stored Oct 3, 2026 snapshot and remains 89 in the current publication computed Oct 4, 2026 (0).
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $264.58 | |
| Change on the day | +0.13% | |
| 52-week range | $126.74–$277.12 | |
| Market capitalisation | $106B | |
| Price / earnings (trailing) | 15.01 | |
| Shares traded on the day | 1.99M | |
| Beta (volatility vs the S&P 500) | 0.7 | |
| Dividends per share (last 12 months) | $5.01 | |
| Dividend yield (last 12 months) | 1.89% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
And using current consensus estimates, we expect net debt to be less than $16 billion by the end of this year. We expect to achieve our debt target, while also returning greater than 50% of net operating cash flow to shareholders through dividends and share repurchases.
Kevin Mitchell · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Phillips 66 (PSX): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the PSX film — every key number, told as a short cinematic story
~2 min · open the film
What is Phillips 66 (PSX), and what does it report?
Short answer · as of
Phillips earns money across Midstream, Chemicals, Refining, and Marketing and Specialties.
Research dated 2026-09-12.
Phillips earns money across Midstream, Chemicals, Refining, and Marketing and Specialties. Its infrastructure transports, stores, processes, fractionates, and exports energy commodities; its plants make fuels and chemicals; and its marketing operations resell refined products and distribute base oils and lubricants.
Reported revenue therefore mixes commodity sales, manufactured product sales, marketing activity, and fee-based processing. Consolidation and eliminations are substantial in the segment presentation, so consolidated sales should not be treated as a clean measure of refinery throughput or end-market demand.
What do the latest results show for Phillips 66 (PSX)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $51.00B.
Research dated 2026-09-12.
The latest reported period delivered a sharp step-up in revenue, gross profit, operating profit, net income, and diluted earnings. Reported revenue and earnings also exceeded expectations, extending a run in which earnings generally compared favorably with estimates even when revenue did not.
Operating cash flow rebounded even more dramatically after an outflow in the preceding period, while capital spending remained comparatively steady. That combination strengthened near-term cash generation, although the cash and short-term investment balance declined from the preceding peak.
Management linked the stronger financial position to a plan for lower net debt while continuing dividends and repurchases. That is an allocation commitment, not an explanation for the earnings surge; the available results establish the change in performance but do not attribute it to a particular segment or market driver.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $51.00B Jun 30, 2026
- Latest quarter · SG&A
- $538.00M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $4.99B Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $51.00B | Not available | $538.00M | $4.99B |
| Mar 31, 2026 | $34.08B | Not available | $537.00M | $2.85B |
| Dec 31, 2025 | $34.02B | Not available | $523.00M | $1.50B |
| Sep 30, 2025 | $34.51B | Not available | $792.00M | $901.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $51.93B Aug 5, 2026
- Latest report · revenue estimate
- $43.60B Aug 5, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 5, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 5, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 5, 2026 | $51.93B | $43.60B | $9.4100 | $7.5000 |
| Apr 29, 2026 | $33.00B | $35.86B | $0.4900 | −$0.5425 |
| Feb 4, 2026 | $36.33B | $33.86B | $2.4700 | $2.1500 |
| Oct 29, 2025 | $34.98B | $33.54B | $2.5200 | $2.1400 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $51.00B | $3.85B | $9.55 (diluted) |
| Q1 FY2026 | $34.08B | $207M | $0.51 (diluted) |
| Q4 FY2025 | $34.02B | $2.91B | $7.17 (diluted) |
| Q3 FY2025 | $34.51B | $133M | $0.32 (diluted) |
What are the financial strengths and risks for Phillips 66 (PSX)?
Short answer
Cash and short-term investments were $4.10B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $7.26B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Cash generation is the clearest financial strength, but it has been volatile enough that a single strong period should not be annualized casually. Annual revenue had been declining while net income recovered from the prior year, and the latest period then produced an unusually large improvement in both profit and operating cash flow.
Debt remains well above cash and short-term investments, leaving Phillips in a net debt position. Including long-term investments narrows the apparent gap, but those holdings are unclassified and should not be treated as equivalent to immediately available cash.
Liquidity ratios indicate coverage of near-term obligations, while the quality and distress screens are favorable. The practical risk is still operating cyclicality: weaker economics across refining, chemicals, or marketed products could compress thin consolidated margins and reduce the cash available for debt reduction, capital spending, dividends, and repurchases.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $7.26B Jun 30, 2026
- Previous quarter · operating cash flow
- −$2.26B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $7.26B | −$726.00M |
| Mar 31, 2026 | −$2.26B | −$582.00M |
| Dec 31, 2025 | $2.75B | −$682.00M |
| Sep 30, 2025 | $1.18B | −$541.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Phillips 66 (PSX)?
Short answer · as of
The next earnings report is expected on Oct 28, 2026.
Research dated 2026-09-12.
Watch whether the next earnings release preserves the recent improvement in gross profit and operating profit rather than merely delivering high sales. The recent history of revenue misses alongside earnings beats makes margin conversion more informative than headline revenue alone.
Operating cash flow should also remain positive after its sharp rebound, with capital spending contained enough to leave room for debt reduction and shareholder distributions. Cash and short-term investments, total debt, and any change in the classification of long-term investments will show how much balance-sheet progress is genuinely liquid.
Management’s net debt objective is the most concrete checkpoint. Upcoming periodic reporting and any further material financing agreements should reveal whether the company is reaching that objective through internally generated cash, changes in financing, or both.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
And using current consensus estimates, we expect net debt to be less than $16 billion by the end of this year. We expect to achieve our debt target, while also returning greater than 50% of net operating cash flow to shareholders through dividends and share repurchases.
Kevin Mitchell ·
How does Phillips 66 compare with its peers?
Short answer
Phillips 66's score ranks 8th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
A pure refiner mainly converts crude and other feedstocks into fuels; Phillips also owns fee-based processing and logistics exposure, manufactures petrochemicals, and markets fuels, base oils, and lubricants. Those activities broaden the sources of revenue and cash flow, although they do not remove exposure to commodity-linked operating conditions.
The integrated chain also makes consolidated revenue harder to interpret than at a narrowly focused operator. Large eliminations sit beside crude oil and natural gas liquids in the segment presentation, so comparisons based only on sales multiples can miss differences in internal flows and business mix.
| Company | Price | Market value | Score |
|---|---|---|---|
| $84.00 Oct 2, 2026 | $4.21B | 99 5-pillar Oct 4, 2026 | |
| $113.36 Oct 2, 2026 | $20.2B | 98 5-pillar Oct 4, 2026 | |
| $406.30 Oct 2, 2026 | $117B | 95 5-pillar Oct 4, 2026 | |
| $80.78 Oct 2, 2026 | $9.58B | 95 5-pillar Oct 4, 2026 | |
| $7.45 Oct 2, 2026 | $7.96B | 95 5-pillar Oct 4, 2026 | |
| $141.38 Oct 2, 2026 | $75.3B | 94 5-pillar Oct 4, 2026 | |
| $422.33 Oct 2, 2026 | $123B | 93 5-pillar Oct 4, 2026 | |
| Phillips 66 (PSX) — this page | $264.58 | $106B | 89 |
| $69.56 Oct 2, 2026 | $82.1B | 87 5-pillar Oct 4, 2026 | |
| $74.19 Oct 2, 2026 | $4.55B | 86 5-pillar Oct 4, 2026 | |
| $74.73 Oct 2, 2026 | $10.2B | 67 5-pillar Oct 4, 2026 | |
| $54.83 Oct 2, 2026 | $5.51B | 64 5-pillar Oct 4, 2026 | |
| $48.74 Oct 2, 2026 | $72.3B | 60 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $207.00 – $335.00
- Consensus target
- $270.20
- Median target
- $279.00
Consensus record · Captured .
Measured against a quoted price of $264.58 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 16, 2026
- Transactions
- 45
- Identified insiders
- 7
- Purchases
- 1
- Sales
- 17
- Other transactions
- 27
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 80.3% Period end Jun 30, 2026
- Previous quarter · ownership
- 77.7% Prior to period end Jun 30, 2026
- Reporting holders
- 2,170 Period end Jun 30, 2026
- Previous quarter · holders
- 2,191 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 34,112,861 |
| Vanguard Capital Management LLC | 26,183,335 |
| State Street Corp | 26,044,694 |
| Vanguard Portfolio Management LLC | 22,214,319 |
| Elliott Investment Management L.P. | 19,251,000 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Phillips 66 (PSX)?
What Investors Ask About Phillips 66 (PSX) — Energy
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
How do Midstream and Chemicals change the Phillips refinery story?
Midstream adds transportation, storage, processing, fractionation, export, and fee-based services, while Chemicals adds olefins, aromatics, styrenics, and specialty products. Phillips therefore has earnings channels beyond converting crude into fuels, though the businesses remain connected to energy and industrial markets.
Did the latest Phillips earnings surge produce stronger cash flow?
Operating cash flow swung from an outflow to a large inflow as revenue and profit rose sharply. Capital spending changed far less, making the cash rebound economically meaningful, but its volatility argues for confirmation in later periods.
Can Phillips reduce net debt while maintaining dividends and repurchases?
Management expects to reach its net debt objective while continuing both forms of shareholder distribution. The latest cash generation supports that path, but debt still exceeds cash and short-term investments, so sustained operating cash flow is the essential test.
How exposed is Phillips ownership to Elliott and large index managers?
Institutional ownership is extensive, with Elliott appearing alongside BlackRock, Vanguard, and State Street among the largest reported holders. Insider activity was net negative over the reported window, but transaction records describe trades rather than the reasons behind them.
What is the PSX stock price today?
The last price recorded on this page for Phillips 66 (PSX) is $264.58, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the PSX price target?
The analyst consensus price target for Phillips 66 (PSX) is $270.20 (range $207.00 to $335.00, median $279.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are PSX's next earnings?
The next earnings date listed on this page for Phillips 66 (PSX) is Oct 28, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (80 figures)
The 80 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Kevin Mitchell (Aug 5, 2026): And using current consensus estimates, we expect net debt to be less than $16 billion by the end of this year. We expect to achieve our debt target, while also returning greater than 50% of net operating cash flow to shareholders through dividends and share repurchases. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Houston, TX | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "2331 CityWest Boulevard, Houston, TX, 77042, US". |
FMP — 69 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $264.58 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:41.943Z. | |
px.change | Change on the day | +0.13% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $106B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-04T20:54:40.897Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.35 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $51.00B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $126.74–$277.12 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 15.01 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.99M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.7 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Mark E. Lashier | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 12,600 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $111.94B, net result $1.31B; FY2022 revenue $170.12B, net result $11.02B; FY2023 revenue $147.26B, net result $7.00B; FY2024 revenue $143.12B, net result $2.12B; FY2025 revenue $132.19B, net result $4.40B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Crude Oil $15.18B · Other Product Line $2.77B · Natural Gas Liquids $17.07B · Consolidation, Eliminations $55.82B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 9.8% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $51.00B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $538.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $4.99B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $34.08B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $537.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $2.85B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $34.02B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $523.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $1.50B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $34.51B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $792.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $901.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-05.revenue_actual | Revenue · reported — report date 2026-08-05 | $51.93B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.revenue_estimated | Revenue · estimate — report date 2026-08-05 | $43.60B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_actual | EPS · reported — report date 2026-08-05 | $9.4100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_estimated | EPS · estimate — report date 2026-08-05 | $7.5000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_actual | Revenue · reported — report date 2026-04-29 | $33.00B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_estimated | Revenue · estimate — report date 2026-04-29 | $35.86B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_actual | EPS · reported — report date 2026-04-29 | $0.4900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_estimated | EPS · estimate — report date 2026-04-29 | −$0.5425 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_actual | Revenue · reported — report date 2026-02-04 | $36.33B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_estimated | Revenue · estimate — report date 2026-02-04 | $33.86B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_actual | EPS · reported — report date 2026-02-04 | $2.4700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_estimated | EPS · estimate — report date 2026-02-04 | $2.1500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_actual | Revenue · reported — report date 2025-10-29 | $34.98B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_estimated | Revenue · estimate — report date 2025-10-29 | $33.54B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_actual | EPS · reported — report date 2025-10-29 | $2.5200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_estimated | EPS · estimate — report date 2025-10-29 | $2.1400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $4.10B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $7.26B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $12.35B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $20.57B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 3.37× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $7.26B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | −$2.26B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$726.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$582.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $2.75B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$682.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $1.18B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$541.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $207.00 – $335.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $270.20 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $279.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 45 transactions · 1 purchases, 17 sales, 27 other transactions · 7 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 16, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 80.3% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 77.7% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 2,170 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 2,191 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 34,112,861 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Capital Management LLC — shares in provider snapshot | 26,183,335 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | State Street Corp — shares in provider snapshot | 26,044,694 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 22,214,319 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Elliott Investment Management L.P. — shares in provider snapshot | 19,251,000 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 28, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-09-30 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-02 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 25.86× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $4.10B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $5.01 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.89% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-05.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($51.93B) with the recorded estimate ($43.60B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-05.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($9.4100) with the recorded estimate ($7.5000) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 89 of 100 · Exceptional · pillars 61 / 76 / 66 / 82 / 98 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 89 (stored snapshot Oct 3, 2026) → 89 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-05. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-05.revenue_actual,earn.history.depth.2026-08-05.revenue_estimated,earn.history.depth.2026-08-05.revenue_actual.comparison,earn.history.depth.2026-08-05.eps_actual.comparison,earn.history.depth.2026-08-05.eps_actual,earn.history.depth.2026-08-05.eps_estimated,earn.history.depth.2026-04-29.revenue_actual,earn.history.depth.2026-04-29.revenue_estimated,earn.history.depth.2026-04-29.eps_actual,earn.history.depth.2026-04-29.eps_estimated,earn.history.depth.2026-02-04.revenue_actual,earn.history.depth.2026-02-04.revenue_estimated,earn.history.depth.2026-02-04.eps_actual,earn.history.depth.2026-02-04.eps_estimated,earn.history.depth.2025-10-29.revenue_actual,earn.history.depth.2025-10-29.revenue_estimated,earn.history.depth.2025-10-29.eps_actual,earn.history.depth.2025-10-29.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | Phillips 66 | 2026-02-20 | OFFICIAL | SEC EDGAR — 10-K filed 2026-02-20 |
| Sector / industry (provider taxonomy) | Energy / Oil & Gas Refining & Marketing The company's SEC filings classify it under SIC 2911 — Petroleum Refining. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Business description | Phillips 66 operates as a diversified energy company, specializing in both manufacturing and logistics. Its comprehensive business model is structured across four primary segments: Midstream, Chemicals, Refining, and Marketing & Specialties (M&S). The Midstream division manages the vital infrastructure for transporting and processing various energy commodities. This includes moving crude oil and other feedstocks, delivering refined petroleum products to market, offering terminaling and storage solutions, and handling natural gas liquids (NGLs) through processes like transportation, storage, fractionation, export, and marketing. It also provides fee-based processing services and oversees the gathering, processing, transportation, and marketing of natural gas. The Chemicals segment is dedicated to the production and distribution of a broad spectrum of chemical products. This encompasses olefins like ethylene, aromatics and styrenics such as benzene, cyclohexane, styrene, and polystyrene, alongside various specialty chemicals. These specialty products include organosulfur compounds, solvents, catalysts, and chemicals utilized in drilling and mining operations. Through its Refining segment, Phillips 66 transforms crude oil and other feedstocks into essential petroleum products. These include different grades of gasoline, distillates, aviation fuels, and renewable fuels, processed at its network of 12 refineries located in the United States and Europe. The Marketing & Specialties (M&S) segment focuses on the procurement, resale, and marketing of refined petroleum products like gasolines, distillates, and aviation fuels, primarily serving markets in the United States and Europe. This segment also manufactures and distributes specialized products, including base oils and lubricants. Phillips 66, founded in 1875, is headquartered in Houston, Texas. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Management outlook — dated call excerpts | Captured record · 1 entry
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-05 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Revenue by segment | Crude Oil: $15.18B; Other Product Line: $2.77B; Natural Gas Liquids: $17.07B; Consolidation, Eliminations: $55.82B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-05 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash, investments and debt | Total debt: $20.57B; Liquidity basis: cash and short-term investments; Total liabilities: $49.11B; Cash and short-term investments: $4.10B; Cash and investments: $16.45B; Long-term investments: $12.35B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $16.45B; Cash and short-term investments: $4.10B; Long-term investments: $12.35B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$16.47B; Total debt: $20.57B; Cash and investments: $4.10B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 1; Current ratio: 1.32; Debt to equity: 0.65; Net margin: 4.6%; Gross margin: 9.8%; Operating margin: 6.7%; Return on assets: 8.7%; Return on equity: 24.4% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 4.26; Piotroski F-score: 8 Altman Z below 1.8 is the conventional distress zone. For a company holding large cash against negative retained earnings the score mostly reflects the retained-earnings term. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-11-04; EPS estimate: $9.9 per share; Revenue estimate: $42.26B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Recent SEC filings |
| 2026-08-21 | OFFICIAL | SEC EDGAR filer submissions |
| Most recent periodic reports | Annual: Document: https://www.sec.gov/Archives/edgar/data/1534701/000153470126000006/psx-20251231.htm, Filed: 2026-02-20, Period end: 2025-12-31; Quarterly: Document: https://www.sec.gov/Archives/edgar/data/1534701/000153470126000032/psx-20260630.htm, Filed: 2026-08-05, Period end: 2026-06-30 | 2026-08-05 | OFFICIAL | SEC EDGAR filer submissions |
| Institutional ownership (13F) | Holders: 2,166; Quarter: 2026-06-30; Ownership: 80.3%; Holders previous quarter: 2,189; Ownership previous quarter: 77.9 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Largest 5 institutional holders | Captured record · 5 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings |
| Insider transactions, last 180 days | Net shares: -162,645; Window days: 180; Price low: $74.7; Clustered days: 2026-08-10; Price high: $2.11M; Buy transactions: 2; Distinct insiders: 9; Sell transactions: 17; Other transactions: 29; Total transactions: 48; Other transaction types: A-Award: 2, F-InKind: 1, M-Exempt: 26; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-08-12 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| What the sources do not tell us | Captured record · 3 entries
Each entry names a family of information the packet has no fact for.; The list is drawn from a fixed catalogue keyed to fact ids — it is not written per ticker and contains no generated text.; An absent family means our sources did not answer; it does not mean the company has nothing to report. | 2026-09-12 | COMPUTED | Derived from which sources answered this build |
Data provided for informational purposes only.
ETFs that hold PSX
Funds in our ETF coverage that list PSX among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| NRGU ETF | 9.95% | |
| State Street Energy Select Sector SPDR ETF (XLE) | 4.76% |