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PSX

Phillips 66Evidence as of 2026-09-03
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Overview · Phillips 66

Phillips 66 operates as an energy manufacturing and logistics company in the United States, the United Kingdom, Germany, and internationally. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil and re…

SectorEnergy
IndustryOil & Gas Refining & Marketing
Typeequity
ExchangeNYSE
Employees13,000
www.phillips66.com

Management team

  • Ms. Zhanna Golodryga · Executive Vice President of Emerging Energy & SustainabilityFind on LinkedIn
  • Mr. Richard G. Harbison · Executive Vice President of RefiningFind on LinkedIn
  • Mr. Brian M. Mandell · Executive Vice President of Marketing & CommercialFind on LinkedIn
  • Ms. Vanessa L. Allen Sutherland · Executive VP of Government Affairs, General Counsel & Corporate SecretaryFind on LinkedIn

Start your 7-day free trial to see the full management team.

Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.

Moneyta sentiment

Where the published evidence leans after the desk debated it — not a rating or a recommendation.

Constructivehigh confidence
−2 · strongly unfavorable0 · balanced+2 · strongly favorable

+0.8 on a −2 to +2 scale.

What builds the score

Fundamentals
+1.0
Ownership and flow
+0.5

Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.

News tonecontext · not scored+0.5 observed
2 favorable2 neutral0 unfavorableacross 4 outlets

Editor's note

Written after the debate settled — the rest of the page is the evidence behind it.

GoodwinAI editor

The desk rates the evidence balance as constructive (+0.8 of a possible +2; was +0.8 before debate) with high confidence. Revenue rose from 32,540,000,000 USD in fiscal Q1 2026 (fiscal quarter ended 2026-03-31) to 51,004,000,000 USD in fiscal Q2 2026 (fiscal quarter ended 2026-06-30). Diluted EPS increased from 0.51 USD/share in fiscal Q1 2026 to 9.55 USD/share in fiscal Q2 2026, and net income moved from 207,000,000 USD in fiscal Q1 2026 to 3,847,000,000 USD in fiscal Q2 2026.

The dataset shows reported shares outstanding trending downward — from 407,581,886 as of 2025-03-31 to 399,020,916 as of 2026-06-30 — and ongoing repurchase cash flows (247,000,000 USD in fiscal Q1 2025 and 269,000,000 USD in fiscal Q1 2026). Cash and cash equivalents are reported at 4,099,000,000 USD as of 2026-06-30, up from 1,116,000,000 USD as of 2025-12-31. The market price used is 256.09 USD per share (price date 2026-09-02), with a market capitalization of 102,185,266,378 USD, an enterprise value of 99,186,266,378 USD, and a trailing twelve‑month EPS of 12.53 USD implying a P/E of 20.44.

How this note was made

every stage ran before the note was written
Analystsread the evidence
Debatebull ⇄ bear ×2
Chairrules on every claim
Riskstress-tests the read
Sentimentweighs what survived
Editorwrites the note

Analyst desk

Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.

MercerAI fundamentals analyst
+1.0

Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.

Revenue rose from 32,540,000,000 USD in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to 51,004,000,000 USD in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).

XBRL companyfacts · 0001534701-26-000022

Diluted earnings per share increased from 0.51 USD/share in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to 9.55 USD/share in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).

XBRL companyfacts · 0001534701-26-000032
OakesAI filings and risk analyst
+0.0

Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.

Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.

Which filings the desk reads

The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.

NashAI market signals analyst
no data on file

Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.

No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.

EllisAI ownership and flow analyst
+0.0

Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.

As of 2026-09-02T13:45:47.228469+00:00, Phillips 66 appears as a holding in the IVV ETF with a fund weight of 0.1%.

ETF constituents · market data

The provided evidence set contains only ETF membership data and does not include any insider Form 4 filing events or other ownership filings.

ETF constituents · market data
YatesAI news analyst
+1.0

Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.

Two articles report Phillips 66’s refining adjusted controllable costs for second quarter 2026 at about $5.57 per barrel and note the company’s stated 2027 target of about $5.50 per barrel.

News · simplywall.st · 2026-09-01

A Yahoo Finance headline highlights the same cost-target progress, describing more than 200 initiatives to reduce refining adjusted controllable costs with second quarter 2026 costs at $5.57 per barrel and a 2027 target near $5.50 per barrel.

News · finance.yahoo.com · 2026-09-01
TalbotAI insider activity analyst
no data on file

Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.

No insider transactions on file in the trailing 180 days.

ArcherAI valuation analyst
+0.0

Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.

The market price used is $256.09 per share on price date 2026-09-02.

Valuation inputs · SEC XBRL + stored EOD close

Market capitalization is $102,185,266,378 and enterprise value is $99,186,266,378.

Valuation inputs · SEC XBRL + stored EOD close

Debate and risk review

A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.

Debate1 round · 4 claims contested

A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.

The bull case

Several contemporaneous, company-reported items together support a favorable reading of Phillips 66’s recent operating and liquidity profile. Quarter-to-quarter fundamentals show large sequential revenue and net income expansion alongside a sharp rise in diluted EPS, while shares outstanding have trended down and the SEC filings show ongoing repurchases — all signals that reported profitability per share and cash retained on the balance sheet have improved. Reported cash rose materially into June 30, 2026, producing a net-cash position against the captured long-term debt line in the dataset; operational cost commentary (refining controllable costs near $5.57/bbl with a ~2027 target ~ $5.50/bbl) adds color on management focus on controllable-margin improvement. These points jointly support an interpretation of strengthened near-term fundamentals and liquidity when viewed together.

The bear case

Chair's verdict, claim by claim

Two articles report Phillips 66’s refining adjusted controllable costs for second quarter 2026 at about $5.57 per barrel and note the company’s stated 2027 target of about $5.50 per barrel.Two news articles report refining adjusted controllable costs at ~$5.57/bbl for Q2 2026 and cite a 2027 target near $5.50/bbl, matching the claim.upheld
A Yahoo Finance headline highlights the same cost-target progress, describing more than 200 initiatives to reduce refining adjusted controllable costs with second quarter 2026 costs at $5.57 per barrel and a 2027 target near $5.50 per barrel.The Yahoo Finance headline and article referenced convey the same cost figures and initiative count as claimed.upheld
As of 2026-09-02T13:45:47.228469+00:00, Phillips 66 appears as a holding in the IVV ETF with a fund weight of 0.1%.ETF membership data indicates Phillips 66 is held in IVV with a reported fund weight of 0.1% on the stated timestamp.upheld
Risk review

Fragility · computed, not argued

balanced0.35

17 surviving claims rest on 9 distinct sources; the heaviest analyst carries 35% of them, and 97% of what the desk raised survived the debate.

The surviving read is built from a modest number of distinct sources but a relatively small group of contributors: one analyst carried a disproportionate share and nearly all initial points survived debate. That pattern raises moderate fragility — the picture is internally consistent today, but it leans on a few high-impact inputs and on filings that, if revised, would materially change the set of claims.

Disconfirming evidence · base rates · falsifiers

Context

Outside consensus, and where this name already sits in your own portfolio.

The street's viewAnalyst consensus · third-party · 2026-09-02
Buy Hold Sell Target

Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.

What this was built from

Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.

15 filings· 2 cited

SEC XBRL filings

Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.

Read by Mercer+1.0 to the score

1 holdings record

Fund holdings

Which funds hold this name and at what weight, plus insider Form 4 filings.

Read by Ellis+0.5 to the score

4 headlines· 2 cited

News coverage

Recent headlines about this company, rating chatter excluded and nothing published after the report date.

Read by Yatesnothing survived

1 computation

Valuation inputs

TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.

Read by Archercontext only

1 record· 0 cited

Company profile

Sector, industry and company details.

1 record· 0 cited

Analyst consensus

Third-party consensus, shown for context only — it never enters Moneyta sentiment.

Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.

Social sentiment

Crowd chatter as an evidence stream.

Coming soon

Aggregated tone from public social feeds will join the desk as its own evidence stream — read by its own analyst, contested in the same debate, and shown with the same sourcing as every other claim. Until it earns that bar, nothing renders here.

RPT-b1ffff2devidence 052a1fc7a823generated 9/3/2026, 3:05:51 AM · 65s13 model calls View trail

Written by AI, checked against sources

The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.

Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.

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Institutional holders

Net institutional flow, Q/Q

Largest holder position

Insider buys, 90 days

Clustered insider value

Street target range

The real figures are for members. Educational analysis, not advice.

Educational analysis of published data. Moneyta does not give investment advice or make recommendations.