Phillips 66 Gestione
Criteri Gestione verificati 3/4
Phillips 66 Il CEO è Mark Lashier, nominato in Jul2022, e ha un mandato di 3.83 anni. la retribuzione annua totale è $ 23.11M, composta da 7.5% di stipendio e 92.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.014% delle azioni della società, per un valore di $ 9.42M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.6 anni e 4.8 anni.
Informazioni chiave
Mark Lashier
Amministratore delegato
US$23.1m
Compenso totale
| Percentuale dello stipendio del CEO | 7.54% |
| Mandato del CEO | 3.8yrs |
| Proprietà del CEO | 0.01% |
| Durata media del management | 3.6yrs |
| Durata media del Consiglio di amministrazione | 4.8yrs |
Aggiornamenti recenti sulla gestione
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
Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Nuova narrazione • 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 operationaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$4b |
| Dec 31 2025 | US$23m | US$2m | US$4b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$23m | US$2m | US$2b |
| Sep 30 2024 | n/a | n/a | US$3b |
| Jun 30 2024 | n/a | n/a | US$5b |
| Mar 31 2024 | n/a | n/a | US$6b |
| Dec 31 2023 | US$19m | US$2m | US$7b |
| Sep 30 2023 | n/a | n/a | US$8b |
| Jun 30 2023 | n/a | n/a | US$11b |
| Mar 31 2023 | n/a | n/a | US$12b |
| Dec 31 2022 | US$16m | US$1m | US$11b |
| Sep 30 2022 | n/a | n/a | US$10b |
| Jun 30 2022 | n/a | n/a | US$5b |
| Mar 31 2022 | n/a | n/a | US$3b |
| Dec 31 2021 | US$11m | US$825k | US$1b |
Compensazione vs Mercato: La retribuzione totale di Mark ($USD 23.11M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.81M ).
Compensazione vs guadagni: La retribuzione di Mark è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Mark Lashier (63 yo)
3.8yrs
Mandato
US$23,113,403
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman | 3.8yrs | US$23.11m | 0.014% $ 9.4m | |
| Executive VP & CFO | 10.3yrs | US$9.06m | 0.017% $ 11.5m | |
| Executive VP of Government Affairs | 4.3yrs | US$6.78m | 0.0022% $ 1.5m | |
| Executive Vice President of Marketing & Commercial | no data | US$6.39m | 0.0098% $ 6.8m | |
| Executive Vice President of Refining | 3.9yrs | US$7.54m | 0.0057% $ 3.9m | |
| Executive VP and Chief Digital & Administrative Officer | 3.6yrs | Nessun dato | Nessun dato | |
| VP of Investor Relations & Chief Economist | less than a year | Nessun dato | Nessun dato | |
| Executive VP & Chief Human Resources Officer | 2.7yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Health | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Midstream & Chemicals | 1.9yrs | Nessun dato | 0.0042% $ 2.9m | |
| Senior VP & Controller | 2yrs | Nessun dato | 0.0060% $ 4.2m |
3.6yrs
Durata media
57.5yo
Età media
Gestione esperta: Il team dirigenziale di PSX è considerato esperto (durata media dell'incarico 3.6 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman | 3.8yrs | US$23.11m | 0.014% $ 9.4m | |
| Independent Lead Director | 14.1yrs | US$401.75k | 0.0091% $ 6.3m | |
| Independent Director | 14.1yrs | US$365.60k | 0.0051% $ 3.5m | |
| Independent Director | 6.6yrs | US$335.02k | 0.000020% $ 13.8k | |
| Independent Director | 3.9yrs | US$357.64k | 0.0046% $ 3.2m | |
| Independent Director | 5.8yrs | US$353.75k | Nessun dato | |
| Independent Director | 4.8yrs | US$357.78k | Nessun dato | |
| Independent Director | 2.3yrs | US$375.02k | 0.00028% $ 192.9k | |
| Independent Director | 4.8yrs | US$338.47k | Nessun dato | |
| Independent Director | 1yr | US$208.47k | 0.000010% $ 6.9k | |
| Independent Director | 5.6yrs | US$351.28k | 0.0018% $ 1.2m | |
| Independent Director | 1.6yrs | US$351.70k | 0.00042% $ 289.3k |
4.8yrs
Durata media
63.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di PSX sono considerati esperti (durata media dell'incarico 4.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/14 04:44 |
| Prezzo dell'azione a fine giornata | 2026/05/14 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Phillips 66 è coperta da 32 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| William Selesky | Argus Research Company |
| Theresa Chen | Barclays |
| Phillip Jungwirth | BMO Capital Markets Equity Research |