Phillips 66

NYSE:PSX 株式レポート

時価総額:US$68.8b

Phillips 66 マネジメント

マネジメント 基準チェック /34

Phillips 66の CEO はMark Lashierで、 Jul2022年に任命され、 の在任期間は 3.83年です。 の年間総報酬は$ 23.11Mで、 7.5%給与と92.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.014%を直接所有しており、その価値は$ 9.41M 。経営陣と取締役会の平均在任期間はそれぞれ3.6年と4.8年です。

主要情報

Mark Lashier

最高経営責任者

US$23.1m

報酬総額

CEO給与比率7.54%
CEO在任期間3.8yrs
CEOの所有権0.01%
経営陣の平均在職期間3.6yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

Recent updates

ナラティブ更新 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.
新しいナラティブ 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?
ナラティブ更新 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.
Seeking Alpha Apr 06

Phillips 66: Wartime Beneficiary Of Surging Diesel And Chemicals Margin (Double Rating Upgrade)

Summary Phillips 66 (PSX) is upgraded to Strong Buy, benefiting from surging diesel and chemical margins due to the war-on-Iran and Strait of Hormuz closure. PSX's heavy crude refining capacity and recent WRB Refining acquisition position it to capitalize on high diesel prices and discounted Canadian heavy feedstock. Asian chemical supply disruptions are boosting CPChem's U.S. operations, with polypropylene prices up 35% since March, supporting PSX's chemicals recovery. In addition, PSX's NGLs fractionation volumes and LPG exports (1 million bpd and 330,000 bpd, respectively, in Q3FY25) are highly levered to higher oil prices. So, despite a 35% YTD rally, PSX's dividend yield remains attractive, and earnings could reach $15–$25/share depending on war duration, with $200–$250/share price targets plausible. Read the full article on Seeking Alpha
新しいナラティブ 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?
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
新しいナラティブ 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

CEO報酬分析

Phillips 66 の収益と比較して、Mark Lashier の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Markの 総報酬 ($USD 23.11M ) は、 US市場 ($USD 14.67M ) の同規模の企業の平均を上回っています。

報酬と収益: Markの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mark Lashier (63 yo)

3.8yrs
在職期間
US$23,113,403
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 Officer3.6yrsデータなしデータなし
Sean Maher
VP of Investor Relations & Chief Economistless than a yearデータなしデータなし
Andrez Carberry
Executive VP & Chief Human Resources Officer2.7yrsデータなしデータなし
Todd Denton
Senior Vice President of Healthno dataデータなしデータなし
Donald Baldridge
Executive Vice President of Midstream & Chemicals1.9yrsデータなし0.0042%
$ 2.9m
Ann Kluppel
Senior VP & Controller2yrsデータなし0.0060%
$ 4.2m
3.6yrs
平均在職期間
57.5yo
平均年齢

経験豊富な経営陣: PSXの経営陣は 経験豊富 であると考えられます ( 3.6年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Mark Lashier
CEO & Chairman3.8yrsUS$23.11m0.014%
$ 9.4m
Glenn Tilton
Independent Lead Director14.1yrsUS$401.75k0.0091%
$ 6.3m
Marna Whittington
Independent Director14.1yrsUS$365.60k0.0051%
$ 3.5m
Charles Holley
Independent Director6.6yrsUS$335.02k0.000020%
$ 13.8k
Gregory Hayes
Independent Director3.9yrsUS$357.64k0.0046%
$ 3.2m
Julie Bushman
Independent Director5.8yrsUS$353.75kデータなし
Douglas Terreson
Independent Director4.8yrsUS$357.78kデータなし
Robert Pease
Independent Director2.3yrsUS$375.02k0.00028%
$ 192.8k
Denise Rene Singleton
Independent Director4.8yrsUS$338.47kデータなし
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%
$ 289.2k
4.8yrs
平均在職期間
63.5yo
平均年齢

経験豊富なボード: PSXの 取締役会経験豊富 であると考えられます ( 4.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 18:52
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Phillips 66 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
William SeleskyArgus Research Company
Theresa ChenBarclays
Phillip JungwirthBMO Capital Markets Equity Research