Phillips 66

NYSE:PSX 주식 리포트

시가총액: US$71.2b

Phillips 66 경영진

경영진 기준 점검 3/4

Phillips 66 CEO는 Mark Lashier, Jul2022 에 임명되었습니다 의 임기는 3.83 년입니다. 총 연간 보상은 $23.11M, 7.5% 급여 및 92.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.74M 가치에 해당하는 회사 주식의 0.014% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.6 년과 3.9 년입니다.

핵심 정보

Mark Lashier

최고경영자

US$23.1m

총 보수

CEO 급여 비율7.54%
CEO 재임 기간3.8yrs
CEO 지분 보유율0.01%
경영진 평균 재임 기간3.6yrs
이사회 평균 재임 기간3.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 22

PSX: Future Cash Flows Will Reflect Refining Execution And Midstream Buildout

The analyst price target for Phillips 66 has been raised from $180.95 to $187.42 as analysts factor in the company's efforts to improve refining operations, its progress toward a $4.5b Midstream EBITDA goal, and expectations for supportive refining and chemical margins. Analyst Commentary Recent Street research on Phillips 66 has centered on refining execution, Midstream growth targets, and how the current margin setup could influence earnings and valuation.
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
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
새로운 내러티브 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 보수 분석

Mark Lashier의 보수는 Phillips 66의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Mark의 총 보수(USD23.11M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M)보다 높습니다.

보상과 수익: Mark의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Mark Lashier (63 yo)

3.8yrs
재임 기간
US$23,113,403
보수

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...


리더십 팀

이름직위재임 기간보수지분
Mark Lashier
CEO & Chairman3.8yrsUS$23.11m0.014%
$ 9.7m
Kevin Mitchell
Executive VP & CFO10.3yrsUS$9.06m0.017%
$ 11.9m
Vanessa Allen Sutherland
Executive VP of Government Affairs4.3yrsUS$6.78m0.0022%
$ 1.6m
Brian Mandell
Executive Vice President of Marketing & Commercialno dataUS$6.39m0.0098%
$ 7.0m
Richard Harbison
Executive Vice President of Refining3.9yrsUS$7.54m0.0057%
$ 4.1m
Tandra Perkins
Executive VP and Chief Digital & Administrative Officer3.6yrs데이터 없음데이터 없음
Sean Maher
VP of Investor Relations & Chief Economistless than a year데이터 없음데이터 없음
Andrez Carberry
Executive VP & Chief Human Resources Officer2.7yrs데이터 없음데이터 없음
Donald Baldridge
Executive Vice President of Midstream & Chemicals1.9yrs데이터 없음0.0042%
$ 3.0m
Ann Kluppel
Senior VP & Controller2yrs데이터 없음0.0060%
$ 4.3m
3.6yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: PSX의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.6 년).


이사회 구성원

이름직위재임 기간보수지분
Mark Lashier
CEO & Chairman3.8yrsUS$23.11m0.014%
$ 9.7m
Charles Holley
Independent Director6.6yrsUS$335.02k0.000020%
$ 14.2k
Gregory Hayes
Lead Independent Director3.9yrsUS$357.64k0.0046%
$ 3.3m
Michael Heim
Independent Director1yrUS$201.75k0.0027%
$ 2.0m
Julie Bushman
Independent Director5.8yrsUS$353.75k데이터 없음
Douglas Terreson
Independent Director4.8yrsUS$357.78k데이터 없음
Sigmund Cornelius
Independent Director1yrUS$226.03k0.0051%
$ 3.6m
Robert Pease
Independent Director2.3yrsUS$375.02k0.00028%
$ 199.5k
Denise Rene Singleton
Independent Director4.8yrsUS$338.47k데이터 없음
A. Hearne
Independent Director1yrUS$208.47k0.000010%
$ 7.1k
Lisa Davis
Independent Director5.6yrsUS$351.28k0.0018%
$ 1.3m
Grace Whiteford
Independent Director1.6yrsUS$351.70k0.00042%
$ 299.2k
3.9yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: PSX의 이사회경험이 있음으로 간주됩니다(평균 재임 3.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 03:59
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Phillips 66는 32명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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