Phillips 66

Informe acción NYSE:PSX

Capitalización de mercado: US$68.8b

Phillips 66 Dirección

Dirección controles de criterios 3/4

El CEO de Phillips 66 es Mark Lashier , nombrado en Jul 2022, tiene una permanencia de 3.83 años. compensación anual total es $23.11M, compuesta por 7.5% salario y 92.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.014% de las acciones de la empresa, por valor de $9.40M. La antigüedad media del equipo directivo y de la junta directiva es de 3.6 años y 3.9 años, respectivamente.

Información clave

Mark Lashier

Chief Executive Officer (CEO)

US$23.1m

Compensación total

Porcentaje del salario del CEO7.54%
Permanencia del CEO3.8yrs
Participación del CEO0.01%
Permanencia media de la dirección3.6yrs
Promedio de permanencia en la Junta Directiva3.9yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha May 10

Phillips 66: Markets Underappreciate The Durability Of Refining Profitability

Summary Phillips 66 is well-positioned for a significant windfall from elevated crack spreads driven by global supply disruptions and the Iran War. Refining margins surged to $10.11/barrel, with spreads near $60, potentially delivering $7B+ cumulative windfall through 2027, or ~$20/share. Operational improvements and cost reductions, alongside a 50% capital return policy, support robust shareholder returns and accelerated debt reduction. I maintain a Buy rating on PSX, raising my 2026 EPS estimate to at least $17.50 and setting a 12-month price target of $190. Read the full article on Seeking Alpha
Actualización de narrativa Apr 26

PSX: Future Cash Flows Will Reflect Western Gateway Midstream Expansion

Analysts have nudged the Phillips 66 fair value estimate higher by about $2 to roughly $181 per share. This reflects updated price targets that take into account refined oil price assumptions, recent conversations with management, and refreshed earnings models across multiple research firms.
Nueva narrativa Apr 20

Heavy Crude Exposure And Cost Targets Will Limit Long Term Earnings Potential

Catalysts About Phillips 66 Phillips 66 is a diversified energy company involved in refining, midstream logistics, chemicals, marketing and renewable fuels. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 09

PSX: Future Cash Flows Will Reflect Midstream Delivery And Venezuela Crude Shift

Analysts have lifted the Phillips 66 fair value estimate from $165.45 to $179.10, citing a series of higher Street price targets and updated assumptions around revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent Street research on Phillips 66 has been active, with a cluster of price target revisions and refreshed models across large banks and sector specialists.
Nueva narrativa Apr 02

Midstream Expansion And Heavy Crude Optionality Will Define This Refining Leader’s Next Chapter

Catalysts About Phillips 66 Phillips 66 is an integrated energy company with operations in refining, midstream, chemicals and marketing across North America and Europe. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Mar 26

PSX: Future Cash Flows Will Reflect Midstream Execution And Venezuela Crude Realignment

Analysts have lifted the Phillips 66 fair value estimate from $160.15 to $165.45. The revision reflects a series of higher price targets that cite updated oil price assumptions, discussions with management on midstream growth, and refreshed models following recent commodity and geopolitical developments.
Actualización de narrativa Mar 12

PSX: Future Cash Flows Will Reflect Midstream Projects And Venezuela Crude Shift

Our fair value estimate for Phillips 66 has moved modestly higher to $160.15 from $157.55, as analysts update models and price targets, including several recent increases toward the $158 level. They cite midstream growth expectations and refreshed assumptions following the latest Q4 updates and management commentary.
Actualización de narrativa Feb 26

PSX: Future Cash Flows Will Reflect Midstream Expansion And Venezuela Crude Sourcing Shift

Our Phillips 66 fair value estimate edges up by about $2 to $157.55 as analysts lift price targets toward $158, pointing to updated models after recent results and a constructive view on midstream growth prospects for FY25 and FY26. Analyst Commentary Recent Street research around Phillips 66 is clustered around updated models and revised price targets, with most activity tied to Q4 reporting and views on midstream fundamentals heading into FY25 and FY26.
Artículo de análisis Feb 11

Concerns Surrounding Phillips 66's (NYSE:PSX) Performance

Following the solid earnings report from Phillips 66 ( NYSE:PSX ), the market responded by bidding up the stock price...
Actualización de narrativa Feb 10

PSX: Future Cash Flows Will Reflect Pipeline Expansion And Refiner Sentiment Reset

Analysts have nudged their fair value estimate for Phillips 66 higher to $155.70 from $151.45, reflecting updated assumptions around revenue growth, profit margins, and a slightly revised P/E outlook informed by a recent wave of price target changes across the Street. Analyst Commentary Recent Street research on Phillips 66 shows a mix of optimism and caution, with several firms revising price targets and updating their views ahead of upcoming quarters.
Actualización de narrativa Jan 26

PSX: Future Cash Flows Will Reflect Cash Returns And Refiner Sentiment Reset

The analyst price target for Phillips 66 has shifted to US$151.45 from about US$149.30 as analysts incorporate updated commodity assumptions, modestly softer revenue and margin expectations, and slightly higher future P/E multiples into their models. Analyst Commentary Recent research updates on Phillips 66 point to a mix of optimism around execution and margins, alongside fresh caution on sector risks and valuation after a strong share price move.
Actualización de narrativa Jan 12

PSX: Future Cash Flows Will Reflect Cash Returns And Refining Margin Support

Analysts have made only a modest adjustment to their Phillips 66 fair value estimate, lifting it by about $0.45, as they weigh slightly softer revenue expectations against a small improvement in projected profit margin, a lower discount rate, and a marginally reduced future P/E multiple, all in the context of mixed recent price target changes across the Street. Analyst Commentary Recent Street commentary on Phillips 66 reflects a mix of optimism around cash returns and refining fundamentals, balanced against concerns about sector sentiment and crude price risks.
Actualización de narrativa Dec 23

PSX: Future Cash Flows Will Reflect Robust Capital Returns Amid Refining Margin Support

Analysts have nudged their blended price target on Phillips 66 slightly lower to approximately $149 from about $149.35, reflecting a modestly higher discount rate and softer long term revenue expectations. This is partially offset by slightly improved profit margin and future earnings multiple assumptions informed by recent target increases and ratings changes across the Street.
Actualización de narrativa Dec 09

PSX: Future Cash Flows Will Reflect Resilient Margins And Capital Returns Balancing Risks

Phillips 66's fair value estimate has edged up by about $2 to $149.35, as analysts factor in a wave of higher price targets across the Street. This shift is supported by expectations for resilient refining margins, supply tightness, and improved profitability, despite more cautious revenue growth assumptions.
Actualización de narrativa Nov 25

PSX: Future Cash Flows Will Reflect Shifting Refining and Crude Trends Ahead

The analyst price target for Phillips 66 has edged higher from $146.10 to $147.65, as analysts cite sustained refining profitability, an improving revenue growth outlook, and supportive trends in crude markets despite ongoing margin debates. Analyst Commentary Recent street research provides a comprehensive view of how analysts assess Phillips 66's near- and medium-term prospects.
Actualización de narrativa Nov 03

PSX: Rising Capital Returns And Refining Margins Will Support Sector Resilience Ahead

Phillips 66’s analyst price target has risen modestly to $146.10, reflecting analyst expectations for firmer profit margins and continued sector resilience as energy market dynamics evolve. Analyst Commentary Recent street research provides insight into the factors driving both optimism and caution among analysts covering Phillips 66.
Actualización de narrativa Oct 20

NGL, Midstream And Refining Upgrades Will Shape Future Success

Phillips 66’s analyst price target has increased from $141.58 to $145.20, as analysts cite resilient refining margins and ongoing industry optimism despite softer demand indicators and modest growth expectations. Analyst Commentary Recent analyst commentary on Phillips 66 reflects both confidence in the company’s positioning and ongoing caution regarding sector dynamics.
Actualización de narrativa Oct 05

NGL, Midstream And Refining Upgrades Will Shape Future Success

Analysts have raised their price target for Phillips 66 by $1.74 to $141.58, citing stronger-than-expected refining margins and improved outlooks for profit and revenue growth. Analyst Commentary Recent street research reveals a mix of optimism and caution among analysts evaluating Phillips 66.
Actualización de narrativa Sep 20

NGL, Midstream And Refining Upgrades Will Shape Future Success

Consensus price targets for Phillips 66 have increased to $139.84, reflecting analyst confidence in persistent refining margin strength, strong recent results, and upside from chemicals, while near-term risks from potential activist exits and sector pullbacks are noted. Analyst Commentary Bullish analysts cite persistent strength in refining margins, with global product markets remaining relatively tight and distillate tightness expected to continue into winter, supporting a higher margin risk well into 2026.
Actualización de narrativa Aug 27

NGL, Midstream And Refining Upgrades Will Shape Future Success

Analysts have slightly lowered Phillips 66’s price target to $136.00, reflecting near-term caution due to potential post-proxy battle selling pressure and high Q2 expectations, despite an improved medium-term refining outlook and a strong balance sheet. Analyst Commentary Bullish analysts cite positive earnings revisions expected in the second half of the year, supported by distillate strength and tightening global product supply/demand balances forecasted for 2026 and 2027.
Artículo de análisis Aug 14

Phillips 66 (NYSE:PSX) Might Be Having Difficulty Using Its Capital Effectively

NYSE:PSX 1 Year Share Price vs Fair Value Explore Phillips 66's Fair Values from the Community and select yours There...
Nueva narrativa Apr 06

room for higher margins

Industry Position: Phillips 66 is a major player in the energy sector, particularly in refining, marketing, and transportation. Analysts often look at the company's ability to capitalize on operationa
Seeking Alpha Mar 26

Elliott Management Applies Pressure With Phillips 66 Board Fight

Summary Phillips 66 has underperformed compared to peers, with chronic issues in its Refining Segment and large investments in underperforming global pet-chem plants. Earlier this month, activist investor Elliott Management nominated seven directors to PSX's board and is lobbying to spin-off PSX's Midstream Segment to unlock shareholder value. PSX's Midstream Segment has shown strong growth and is its most consistent well-performing segment, enabling robust dividend growth since going public. I maintain a Hold rating for PSX due to limited downside, the attractive 3.64% dividend yield, and potential for continued strong dividend growth. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mark Lashier en comparación con los beneficios de Phillips 66?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$4b

Dec 31 2025US$23mUS$2m

US$4b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$23mUS$2m

US$2b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$5b

Mar 31 2024n/an/a

US$6b

Dec 31 2023US$19mUS$2m

US$7b

Sep 30 2023n/an/a

US$8b

Jun 30 2023n/an/a

US$11b

Mar 31 2023n/an/a

US$12b

Dec 31 2022US$16mUS$1m

US$11b

Sep 30 2022n/an/a

US$10b

Jun 30 2022n/an/a

US$5b

Mar 31 2022n/an/a

US$3b

Dec 31 2021US$11mUS$825k

US$1b

Compensación vs. Mercado: La compensación total de Mark($USD23.11M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.78M).

Compensación vs. Ingresos: La compensación de Mark ha sido consistente con los resultados de la empresa en el último año.


CEO

Mark Lashier (63 yo)

3.8yrs
Permanencia
US$23,113,403
Compensación

Dr. Mark E. Lashier is CEO & Chairman of Phillips 66. Dr. Lashier was President, CEO & Chairman of Phillips 66 from May 15, 2024 to May 2024. Dr. Lashier was President, CEO & Director of Phillips 66 from J...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Mark Lashier
CEO & Chairman3.8yrsUS$23.11m0.014%
$ 9.4m
Kevin Mitchell
Executive VP & CFO10.3yrsUS$9.06m0.017%
$ 11.5m
Vanessa Allen Sutherland
Executive VP of Government Affairs4.3yrsUS$6.78m0.0022%
$ 1.5m
Brian Mandell
Executive Vice President of Marketing & Commercialno dataUS$6.39m0.0098%
$ 6.8m
Richard Harbison
Executive Vice President of Refining3.9yrsUS$7.54m0.0057%
$ 3.9m
Tandra Perkins
Executive VP and Chief Digital & Administrative Officer3.6yrssin datossin datos
Sean Maher
VP of Investor Relations & Chief Economistless than a yearsin datossin datos
Andrez Carberry
Executive VP & Chief Human Resources Officer2.7yrssin datossin datos
Donald Baldridge
Executive Vice President of Midstream & Chemicals1.9yrssin datos0.0042%
$ 2.9m
Ann Kluppel
Senior VP & Controller2yrssin datos0.0060%
$ 4.2m
3.6yrs
Permanencia media
56yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de PSX se considera experimentado (3.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Mark Lashier
CEO & Chairman3.8yrsUS$23.11m0.014%
$ 9.4m
Charles Holley
Independent Director6.6yrsUS$335.02k0.000020%
$ 13.8k
Gregory Hayes
Lead Independent Director3.9yrsUS$357.64k0.0046%
$ 3.2m
Michael Heim
Independent Director1yrUS$201.75k0.0027%
$ 1.9m
Julie Bushman
Independent Director5.8yrsUS$353.75ksin datos
Douglas Terreson
Independent Director4.8yrsUS$357.78ksin datos
Sigmund Cornelius
Independent Director1yrUS$226.03k0.0051%
$ 3.5m
Robert Pease
Independent Director2.3yrsUS$375.02k0.00028%
$ 192.5k
Denise Rene Singleton
Independent Director4.8yrsUS$338.47ksin datos
A. Hearne
Independent Director1yrUS$208.47k0.000010%
$ 6.9k
Lisa Davis
Independent Director5.6yrsUS$351.28k0.0018%
$ 1.2m
Grace Whiteford
Independent Director1.6yrsUS$351.70k0.00042%
$ 288.8k
3.9yrs
Permanencia media
63.5yo
Promedio de edad

Junta con experiencia: La junta directiva de PSX se considera experimentada (3.9 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/15 12:33
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Phillips 66 está cubierta por 32 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William SeleskyArgus Research Company
Theresa ChenBarclays
Phillip JungwirthBMO Capital Markets Equity Research