Phillips 66 (PSX) Total Return:58.40%(TTM)
The total return cagr for Phillips 66 (PSX) is +58.40% over the latest trailing 12-month period. The comparable SPY value is +22.12%. Year-to-date total return is +42.99%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PSX
$85,821
(8.6x return)
Invested on Apr 12, 2012
Growth of $10,000 in SPY (S&P 500)
$67,203
(6.7x return)
Invested on Apr 12, 2012
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+43.0%
1-Year Total Return
+58.4%
Current Dividend Yield
2.72%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +53.1% | +58.4% | +5.3% |
| 3 Years | +22.5% | +26.8% | +4.3% |
| 5 Years | +14.7% | +19.1% | +4.4% |
| 10 Years | +8.5% | +12.7% | +4.2% |
| 15 Years | — | — | — |
| 20 Years | — | — | — |
About Phillips 66
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.
- Sector
- Energy
- Industry
- Oil & Gas Refining & Marketing
- CEO
- Mark E. Lashier