Phillips 66 (PSX)

PSX · Energy · United States

Phillips 66 (PSX) is a company in the Energy sector, based in United States. The stock is held in 19 ETFs we track – with its largest weight of 2.80 % in WNRG (msci-world-energy). Anyone holding one of these ETFs also owns a small indirect stake in Phillips 66.

Above-average ETF coverage: 19 of the 95 ETFs we cover hold Phillips 66, spread across 9 indices. That puts the stock in more ETFs than 80.8 % of the 4,334 stocks we cover.

Held in19 ETFs

Highest weight2.80 %

Indices9

SectorEnergy

CountryUnited States

ISINUS7185461040

WKNA1JWQU

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	+105.1 %	1 year	+98.9 %
1 month	+10.0 %	3 months	+58.3 %
Calendar year 2025	+13.3 %

52W

Data note 3

Measured in euros, Phillips 66 returned +108.9 % year to date and +103.6 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-33.8 %

Volatility p.a.33.2 %

Data note 5

Below peak-0.1 %

Beta to S&P 500-0.25

Correlation to S&P 500-0.10

The close on Sep 16, 2026 was 0.1 % below the highest close since Aug 12, 2024, reached on Sep 15, 2026. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Phillips 66 moved on average 0.25 % in the opposite direction. The correlation of -0.10 shows how reliable that average is: the broad market explained only a small share of the daily moves.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
Marathon Petroleum Corporation	+0.90
Valero Energy Corporation	+0.89
Chevron Corporation	+0.67
Heating oil	+0.59
EOG Resources Inc.	+0.55
Lyondellbasell Industries Class A	+0.55
United Airlines Holdings Inc.	-0.43
Sherwin-Williams Company	-0.40
Honeywell International Inc.	-0.39

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue132.4 bn $

Net income4.4 bn $

Diluted EPS10.79 $

Net margin3.3 %

Return on equity15.1 %

Equity ratio39.5 %

Revenue growth-7.5 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	147.4	7.0	4.8 %
FY2024	143.2	2.1	1.5 %
FY2025	132.4	4.4	3.3 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
WNRG	msci-world-energy	2.80 %	€28.00
XDW0	msci-world-energy	2.79 %	€27.90
XDEM	msci-world-momentum	0.40 %	€4.00
XDEB	msci-world-minimum-volatility	0.22 %	€2.20
SPYL / SPY5	sp500	0.16 %	€1.60
SXR8	sp500	0.16 %	€1.60
XD9U / XD9D	msci-usa	0.16 %	€1.60
SPYI / SPSA	msci-acwi-imi	0.14 %	€1.40
SWWD	msci-world	0.13 %	€1.30
SPPW	msci-world	0.13 %	€1.30
EUNL	msci-world	0.12 %	€1.20
XDWD / XDWL	msci-world	0.12 %	€1.20
WIMI	msci-world-imi	0.11 %	€1.10
SPYY	msci-acwi	0.11 %	€1.10
IUSQ	msci-acwi	0.11 %	€1.10

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Phillips 66 as of the fund's latest holdings list.

Weight in EUNL since 2019

Sep 30, 2019Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Phillips 66 had a weight of 0.10 % on Sep 30, 2019 and 0.12 % on Sep 16, 2026. That is also the highest share in the period shown. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much Phillips 66 overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Phillips 66 — the figure counts the ETFs holding both.

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Phillips 66	+98.9 %	33.2 %	3.3 %	-7.5 %
ConocoPhillips	+40.2 %	32.0 %	15.4 %	+4.9 %
Marathon Petroleum Corporation	+126.2 %	34.5 %	3.0 %	-4.4 %
Exxonmobil Holdings Corporation	+42.4 %	24.7 %	–	–
Chevron Corporation	+32.6 %	24.2 %	6.7 %	-4.6 %
Williams Companies	+22.3 %	25.2 %	17.6 %	+17.9 %
Occidental Petroleum Corporation	+24.3 %	35.0 %	21.8 %	-5.0 %
Targa Resources	+74.8 %	32.3 %	11.3 %	+20.5 %
Valero Energy Corporation	+148.0 %	36.8 %	–	–

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.