Phillips 66
PSXNYSEPetroleum RefiningFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 28, 2026Score 13/3010% above fair value
$275.04−7.79 (-2.75%)
Close on Nov 2, 2026Market cap $109.75BP/E 15.7Yield 1.73%
Phillips 66 Savings Plan — Mutual Funds at Fair Value by Year
Savings Plan — Mutual Funds at Fair Value ($K)
Phillips 66 Savings Plan — Mutual Funds at Fair Value: 472,047.00 $K in 2025, down 48.8% from a year earlier. That is the lowest of the 8 years on record here.
Latest, 2025
472,047.00
Period ended Dec 31, 2025
Change on a year earlier
-48.8%
922,326.00 in 2024
History
8 years
Since 2018
Sources
7
Documents cited below
Where the 2025 figure comes from
“Mutual Funds | $ | 472,047 | — | — | 472,047”
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Savings Plan — Mutual Funds at Fair Value ($K) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 472,047.00 | -48.8% | Form 11-K Phillips 66 Savings Plan (FY2025) ↗ |
| 2024 | Dec 31, 2024 | 922,326.00 | +2.1% | Form 11-K Phillips 66 Savings Plan (FY2025) ↗ |
| 2023 | Dec 31, 2023 | 903,291.00 | +38.6% | Form 11-K Phillips 66 Savings Plan (FY2024) ↗ |
| 2022 | Dec 31, 2022 | 651,715.00 | -45.2% | Form 11-K Phillips 66 Savings Plan (FY2023) ↗ |
| 2021 | Dec 31, 2021 | 1,189,941.00 | +13.0% | Form 11-K Phillips 66 Savings Plan (FY2022) ↗ |
| 2020 | Dec 31, 2020 | 1,053,502.00 | +3.4% | Form 11-K Phillips 66 Savings Plan (FY2021) ↗ |
| 2019 | Dec 31, 2019 | 1,018,764.00 | +25.6% | Form 11-K Phillips 66 Savings Plan (FY2020) ↗ |
| 2018 | Dec 31, 2018 | 811,130.00 | – | Form 11-K Phillips 66 Savings Plan (FY2019) ↗ |
Cite this data
StockData. (2026). Phillips 66 Savings Plan — Mutual Funds at Fair Value, annual 2018–2025 [Data set]. Compiled from Phillips 66 SEC filings and investor materials. https://stockdatahq.com/stocks/psx/kpis/plan-mutual-funds-fv
See every metric in the Phillips 66 KPI table. Data updated Oct 28, 2026.