Phillips 66 (PSX) operating KPIs
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
$282.83+9.22 (+3.37%)
Close on Oct 30, 2026Market cap $112.86BP/E 16.2Yield 1.68%
Phillips 66 phillips 66 Savings Plan — Net Assets Available for Benefits ($K, Form 11-K)
Latest, 2025
8,463,031.00
Period ended Dec 31, 2025
Change on a year earlier
+9.8%
7,706,154.00 in 2024
History
8 years
Since 2018
Sources
7
Documents cited below
Annual history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Phillips 66 Savings Plan — Net Assets Available for Benefits ($K, Form 11-K) | Year on year | Source |
|---|---|---|---|---|
| 2025 | Dec 31, 2025 | 8,463,031.00 | +9.8% | Form 11-K Phillips 66 Savings Plan (FY2025) ↗ |
| 2024 | Dec 31, 2024 | 7,706,154.00 | +1.1% | Form 11-K Phillips 66 Savings Plan (FY2025) ↗ |
| 2023 | Dec 31, 2023 | 7,620,447.00 | +24.7% | Form 11-K Phillips 66 Savings Plan (FY2024) ↗ |
| 2022 | Dec 31, 2022 | 6,108,981.00 | -3.9% | Form 11-K Phillips 66 Savings Plan (FY2023) ↗ |
| 2021 | Dec 31, 2021 | 6,359,275.00 | +9.7% | Form 11-K Phillips 66 Savings Plan (FY2022) ↗ |
| 2020 | Dec 31, 2020 | 5,797,477.00 | -1.3% | Form 11-K Phillips 66 Savings Plan (FY2021) ↗ |
| 2019 | Dec 31, 2019 | 5,873,923.00 | +20.4% | Form 11-K Phillips 66 Savings Plan (FY2020) ↗ |
| 2018 | Dec 31, 2018 | 4,878,685.00 | – | Form 11-K Phillips 66 Savings Plan (FY2019) ↗ |
Breakdown
What makes up phillips 66 savings plan — net assets available for benefits ($k, form 11-k)
- Savings Plan — Total Assets ($K)8,465,678.00 · 2025
- Savings Plan — Investments at Fair Value ($K)7,747,811.00 · 2025
- Savings Plan — Employer / COP Common Stock Held at Fair Value ($K)1,257,760.00 · 2025
- Savings Plan — Vanguard Collective Trusts at NAV ($K)5,457,576.00 · 2025
- Savings Plan — Mutual Funds at Fair Value ($K)472,047.00 · 2025
- Savings Plan — Investments at Contract Value ($K)638,720.00 · 2025
- Savings Plan — Notes Receivable from Participants ($K)79,147.00 · 2025
- Savings Plan — Total Annual Contributions ($K)451,286.00 · 2025
- Savings Plan — Participant Deposits ($K)231,704.00 · 2025
- Savings Plan — Company Contributions ($K)150,091.00 · 2025
- Savings Plan — Participant Rollovers ($K)69,491.00 · 2025
- Savings Plan — Net Investment Income (Loss) ($K)1,207,027.00 · 2025
- Savings Plan — Dividends and Interest Income ($K)114,262.00 · 2025
- Savings Plan — Benefit Payments to Participants ($K)904,866.00 · 2025
- Savings Plan — Administrative Expenses ($K)3,665.00 · 2025
Cite this data
StockData. (2026). Phillips 66 Phillips 66 Savings Plan — Net Assets Available for Benefits ($K, Form 11-K), annual 2018–2025 [Data set]. Compiled from Phillips 66 SEC filings and investor materials. https://stockdatahq.com/stocks/psx/kpis/plan_net_assets
See every metric in the Phillips 66 KPI table. Data updated Oct 28, 2026.