Phillips 66 (PSX)

• Market cap: $50.8B
• 1 day: -1.46%
• 5 days: -2.96%
• 1 month: -2.11%
• 3 months: 10.77%
• 6 months: -4.83%
• Year to date: 9.01%
• 1 year: -21.54%
• 5 years: 138.38%
• 10 years: 60.70%
• Sector: Energy
• Industry: Petroleum Refining

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

11% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 180

1.51% more ownership

Funds ownership: 72.74% [Q3] → 74.24% (+1.51%) [Q4]

3% more call options, than puts

Call options by funds: $309M | Put options by funds: $299M

1% less funds holding

Funds holding: 1,745 [Q3] → 1,733 (-12) [Q4]

6% less repeat investments, than reductions

Existing positions increased: 601 | Existing positions reduced: 641

8% less capital invested

Capital invested by funds: $39.7B [Q3] → $36.6B (-$3.1B) [Q4]

61% less funds holding in top 10

Funds holding in top 10: 18 [Q3] → 7 (-11) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $132 6% upside
• Avg. target: $143 15% upside
• High target: $162 30% upside

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

Goldman Sachs Neil Mehta 47% 1-year accuracy 28 / 60 met price target	6% upside $132	Neutral Downgraded	27 Mar 2025
Barclays Theresa Chen 39% 1-year accuracy 12 / 31 met price target	8% upside $135	Equal-Weight Maintained	14 Mar 2025
Wells Fargo Roger Read 42% 1-year accuracy 47 / 112 met price target	30% upside $162	Overweight Maintained	3 Feb 2025