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Upturn AI SWOT - About
PSX 
Phillips 66 (PSX)
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Upturn Advisory Summary
08/14/2025: PSX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $137.37
1 Year Target Price $137.37
| 8 | Strong Buy |
| 5 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.42% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 49.95B USD | Price to earnings Ratio 29.36 | 1Y Target Price 137.37 |
Price to earnings Ratio 29.36 | 1Y Target Price 137.37 | ||
Volume (30-day avg) 19 | Beta 1.06 | 52 Weeks Range 90.14 - 137.05 | Updated Date 08/15/2025 |
52 Weeks Range 90.14 - 137.05 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 3.79% | Basic EPS (TTM) 4.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-28 | When Before Market | Estimate 1.71 | Actual 2.38 |
Profitability
Profit Margin 1.29% | Operating Margin (TTM) 4.42% |
Management Effectiveness
Return on Assets (TTM) 1.3% | Return on Equity (TTM) 6.18% |
Valuation
Trailing PE 29.36 | Forward PE 23.47 | Enterprise Value 69836800396 | Price to Sales(TTM) 0.38 |
Enterprise Value 69836800396 | Price to Sales(TTM) 0.38 | ||
Enterprise Value to Revenue 0.53 | Enterprise Value to EBITDA 11.42 | Shares Outstanding 404124000 | Shares Floating 402641129 |
Shares Outstanding 404124000 | Shares Floating 402641129 | ||
Percent Insiders 0.26 | Percent Institutions 78.57 |
Upturn AI SWOT
Phillips 66
Company Overview
History and Background
Phillips 66 was formed in 2012 as a spin-off from ConocoPhillips. It has grown to become a diversified energy manufacturing and logistics company, with a focus on refining, midstream, chemicals, and marketing and specialties.
Core Business Areas
- Refining: Processes crude oil and other feedstocks into gasoline, diesel, jet fuel, and other refined products.
- Midstream: Transports, stores, and processes natural gas, natural gas liquids (NGLs), and crude oil. Includes pipelines, terminals, and fractionation facilities.
- Chemicals (CPChem, a joint venture with Chevron): Produces olefins and polyolefins and provides petrochemicals and plastics.
- Marketing and Specialties: Sells refined products and specialty products, such as lubricants, waxes, and solvents, through various channels.
Leadership and Structure
The leadership team is headed by the CEO, with various executives leading different business segments. The organizational structure is hierarchical, with centralized functions and decentralized business units.
Top Products and Market Share
Key Offerings
- Gasoline: A refined petroleum product used as fuel in internal combustion engines. Phillips 66 is a major gasoline producer in the US. Competitors include Valero, Marathon Petroleum, and ExxonMobil. Market share information is difficult to pinpoint exactly due to regional variations and brand licensing agreements. Revenue is substantial but varies with price fluctuation.
- Diesel: A refined petroleum product used as fuel in diesel engines. Phillips 66 is a significant diesel fuel supplier. Competitors include Valero, Marathon Petroleum, and ExxonMobil. Market share information is similar to gasoline: difficult to determine precisely. Revenue varies substantially based on supply, demand, and refinery outputs.
- Jet Fuel: A refined petroleum product used to power aircraft. Phillips 66 produces jet fuel for aviation markets. Competitors include Chevron, Shell, and other major refiners. Market share information is not readily available.
- Olefins and Polyolefins (via CPChem): These chemicals are used in the production of plastics, packaging, and other industrial products. CPChem competes with Dow, LyondellBasell, and INEOS. Market share data varies by specific chemical product.
Market Dynamics
Industry Overview
The oil and gas industry is characterized by cyclicality, commodity price volatility, and increasing regulatory scrutiny. The industry faces pressure from alternative energy sources and environmental concerns.
Positioning
Phillips 66 is a major player in the refining and midstream sectors, with a diversified asset base and a strong focus on operational efficiency. Their competitive advantage lies in their integrated value chain and strategic locations.
Total Addressable Market (TAM)
The total addressable market for refined products and petrochemicals is enormous, measured in trillions of dollars globally. Phillips 66 captures a portion of this market, dependent on its refining capacity and chemical production. The exact figure varies annually with commodity price swings, production levels, and market demand.
Upturn SWOT Analysis
Strengths
- Diversified business segments (Refining, Midstream, Chemicals)
- Strong refining capacity and operational efficiency
- Integrated value chain
- Strategic geographic locations
- Solid financial position
Weaknesses
- Exposure to commodity price volatility
- Dependence on crude oil supply
- Environmental and regulatory compliance costs
- Geographic concentration in the US Gulf Coast
Opportunities
- Growing demand for petrochemicals
- Expansion of midstream infrastructure
- Development of renewable fuels
- Strategic acquisitions
- Increased exports of refined products
Threats
- Declining demand for gasoline and diesel due to electric vehicles
- Increasing environmental regulations
- Geopolitical instability
- Economic recession
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- VLO
- MPC
- CVX
- XOM
Competitive Landscape
Phillips 66 competes with other major refining and midstream companies. Its advantages include its diversified business segments and integrated value chain. Disadvantages might include high capital expenditures required to maintain facilities.
Major Acquisitions
NuStar Energy L.P.
- Year: 2024
- Acquisition Price (USD millions): 3000
- Strategic Rationale: Expansion of midstream footprint and infrastructure capabilities.
Growth Trajectory and Initiatives
Historical Growth: Phillips 66's historical growth has been driven by acquisitions, organic expansion of its refining and midstream assets, and growth in the chemicals business. Past performance is not indicative of future results.
Future Projections: Analyst estimates for Phillips 66's future growth vary depending on factors such as commodity prices, refining margins, and economic conditions. Projections are typically available from financial analysis firms.
Recent Initiatives: Recent strategic initiatives may include investments in renewable fuels, expansion of midstream infrastructure, and cost reduction programs. Check press releases for more up to date information.
Summary
Phillips 66 is a diversified energy company with strong refining capabilities and a growing midstream business. Volatile commodity prices and increasing environmental regulations pose challenges. The company's strategic initiatives, especially in midstream growth, are aimed at long-term value creation. Its diversification helps mitigate risk, but efficient operations are critical for success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Financial News Outlets (e.g., Reuters, Bloomberg, WSJ)
- Analyst Reports
- Phillips 66 Website
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data are estimates and may vary. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Phillips 66
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2012-05-01 | CEO & Chairman Mr. Mark E. Lashier | ||
Sector Energy | Industry Oil & Gas Refining & Marketing | Full time employees 13200 | Website https://www.phillips66.com |
Full time employees 13200 | Website https://www.phillips66.com | ||
Phillips 66 operates as an energy manufacturing and logistics company in the United States, the United Kingdom, Germany, and internationally. It operates through five segments: Midstream, Chemicals, Refining, Marketing and Specialties (M&S), and Renewable Fuels. The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil and refined petroleum products; gathers, processes, transports, and markets natural gas; transports, fractionates, markets, and exports natural gas liquids. The Chemicals segment produces and markets ethylene and other olefin products; aromatics and styrenics products, such as benzene, cyclohexane, styrene, and polystyrene; and various specialty chemical products, including organosulfur chemicals, solvents, catalysts, and chemicals used in drilling and mining. The Refining segment refines crude oil and other feedstocks into petroleum products, such as gasolines, distillates, and aviation fuels. The M&S segment purchases for resale and markets refined petroleum products, including gasolines, distillates, and aviation fuels. This segment also manufactures and markets specialty products, such as automotive, commercial, industrial, and specialty lubricants, as well as base oils. The Renewable Fuels segment processes renewable feedstocks into renewable products. This segment also procures renewable feedstocks, manage certain regulatory credits, and market renewable diesel, renewable jet fuel and other renewable fuels. The company markets its products through Phillips 66, Conoco and 76, JET, Kendall, Red Line, and other private label brands. Phillips 66 was founded in 1875 and is headquartered in Houston, Texas.
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