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Upturn AI SWOT - About
PSX 
Phillips 66 (PSX)
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Upturn Advisory Summary
04/01/2025: PSX (1-star) is a SELL. SELL since 3 days. Profits (-5.16%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -16.36% | Avg. Invested days 32 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 50.70B USD | Price to earnings Ratio 24.92 | 1Y Target Price 139.44 |
Price to earnings Ratio 24.92 | 1Y Target Price 139.44 | ||
Volume (30-day avg) 3762058 | Beta 1.29 | 52 Weeks Range 107.93 - 168.26 | Updated Date 04/1/2025 |
52 Weeks Range 107.93 - 168.26 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.73% | Basic EPS (TTM) 4.99 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.48% | Operating Margin (TTM) 0.58% |
Management Effectiveness
Return on Assets (TTM) 1.73% | Return on Equity (TTM) 7.24% |
Valuation
Trailing PE 24.92 | Forward PE 19.72 | Enterprise Value 68666591887 | Price to Sales(TTM) 0.35 |
Enterprise Value 68666591887 | Price to Sales(TTM) 0.35 | ||
Enterprise Value to Revenue 0.48 | Enterprise Value to EBITDA 11.47 | Shares Outstanding 407697984 | Shares Floating 406279557 |
Shares Outstanding 407697984 | Shares Floating 406279557 | ||
Percent Insiders 0.41 | Percent Institutions 76.42 |
Analyst Ratings
Rating 4.05 | Target Price 139.18 | Buy 5 | Strong Buy 8 |
Buy 5 | Strong Buy 8 | ||
Hold 7 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Phillips 66
Company Overview
History and Background
Phillips 66 was formed in 2012 as a spin-off from ConocoPhillips. It inherited ConocoPhillips' refining, midstream, and chemical businesses. The name Phillips 66 dates back to 1927 and a gasoline that powered cars through a 'gravity test'.
Core Business Areas
- Refining: Refines crude oil and other feedstocks into petroleum products, such as gasoline, diesel, jet fuel, and lubricants. Phillips 66 is one of the largest refiners in the US.
- Midstream: Transports, stores, and processes crude oil, refined petroleum products, natural gas, and natural gas liquids (NGLs). This segment includes pipelines, terminals, and processing plants.
- Chemicals: Produces olefins and polyolefins, which are used in a variety of products, including plastics, packaging, and consumer goods. This segment is operated through CPChem, a joint venture with Chevron.
Leadership and Structure
Phillips 66 is led by a Chief Executive Officer and a Board of Directors. The company is structured into the three main business segments listed above, each with its own leadership team.
Top Products and Market Share
Key Offerings
- Gasoline: Phillips 66 refineries produce gasoline sold under various brands. Market share data is not typically broken out by individual refiner, but gasoline is a highly competitive commodity market. Competitors include ExxonMobil, Chevron, and Marathon Petroleum.
- Diesel: Diesel fuel is another major product of Phillips 66 refineries. Similar to gasoline, market share data is not readily available. Competitors include ExxonMobil, Chevron, and Marathon Petroleum.
- Jet Fuel: Phillips 66 produces jet fuel for airlines and other customers. Again, market share data at this specific level is not available. Competitors include Valero, Marathon Petroleum.
- Chemicals (CPChem): CPChem manufactures a variety of petrochemicals used in many products. CPChem has strong market share positions in several key chemical product lines globally. Competitors include Dow, BASF, and LyondellBasell.
Market Dynamics
Industry Overview
The refining industry is cyclical and highly dependent on crude oil prices, demand for refined products, and refining margins. The midstream sector is influenced by oil and gas production and infrastructure development. The chemical industry is driven by global economic growth and demand for plastics and other chemical products.
Positioning
Phillips 66 is a large, integrated energy company with a diversified portfolio of assets. Its competitive advantages include its scale, refining expertise, and integrated operations.
Total Addressable Market (TAM)
TAM is difficult to precisely quantify for all segments combined, but the global refining market is estimated to be in the trillions of dollars. Phillips 66 is a major player in the US refining market and has a significant presence in the midstream and chemical sectors as well, positioning it well to capture a significant part of the market.
Upturn SWOT Analysis
Strengths
- Large refining capacity
- Integrated operations
- Strong midstream assets
- Joint venture in chemicals (CPChem)
- Experienced management team
Weaknesses
- Exposure to volatile crude oil prices
- Environmental regulations
- Dependence on demand for refined products
- Capital intensive business
- Reliance on Joint Ventures for Chemicals division
Opportunities
- Growing demand for petrochemicals
- Expansion of midstream infrastructure
- Increased exports of refined products
- Investments in renewable energy
- Technological advancements in refining
Threats
- Economic downturns
- Geopolitical risks
- Shift to renewable energy sources
- Increased competition
- Stringent environmental regulations
Competitors and Market Share
Key Competitors
- CVX
- XOM
- MPC
- VLO
Competitive Landscape
Phillips 66 is a major player in the refining and midstream sectors. It competes with other large integrated oil companies and independent refiners. Its advantages include its scale, diversified operations, and chemical joint venture. Disadvantages include its exposure to volatile crude oil prices and environmental regulations.
Major Acquisitions
NuStar Energy
- Year: 2024
- Acquisition Price (USD millions): 3.4
- Strategic Rationale: Adding NuStar's pipeline assets will strengthen Phillips 66's midstream infrastructure and expand its reach to key markets.
Growth Trajectory and Initiatives
Historical Growth: Phillips 66's historical growth has been driven by its refining operations, midstream expansion, and chemical joint venture. Growth rates have varied depending on market conditions and strategic investments.
Future Projections: Future growth projections depend on various factors, including global demand for energy and chemicals, investment in renewable energy, and strategic initiatives. Analyst estimates are available from financial data providers.
Recent Initiatives: Recent initiatives include investments in renewable fuels, expansion of midstream infrastructure, and cost reduction programs.
Summary
Phillips 66 is a substantial, integrated energy company with a strong refining business and growing midstream presence. Its CPChem joint venture adds diversification, but the company remains vulnerable to crude oil price fluctuations and shifting energy policies. Strategic investments in renewable fuels and infrastructure development are crucial for long-term growth. While the acquisition of NuStar looks promising, navigating a path forward which balances fossil fuel products and government decarbonization goals is imperative.
Similar Companies
- CVX
- XOM
- MPC
- VLO
- COP
Sources and Disclaimers
Data Sources:
- Phillips 66 Investor Relations
- SEC Filings
- Analyst Reports
- Company Press Releases
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are subject to change. Financial data may be delayed or incomplete.
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, 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 base oils and automotive, commercial, industrial, and specialty lubricants. 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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