PSX
US EQUITY
Energy
Oil & Gas Refining & Marketing
CIK: 1534701
Phillips 66 (PSX) Quant Factor Diagnostic & Fair Value Model
Phillips 66 (Ticker: PSX) is listed in the Energy sector (Oil & Gas Refining & Marketing). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$283.18
-0.51%
Latest Close (2026-10-23)
Market Cap: $112.99B
P/E Ratio: 7.4
Momentum Strength
3M / 12M
+36.26%
1M: +10.67%
12M: +115.51%
Quality (ROE)
Point-in-Time
+47.05%
Trailing Return on Equity
Technical Trend
RSI 14
61.7
SMA50: $262.50
SMA200: $195.50
Valuation Multiplier
Trailing
7.4
Deep Value (Under 15x P/E)
📊
Valuation & Multi-Factor Diagnostic
Deep Value (Under 15x P/E)
PSX trades at an attractive earnings multiple of 7.4x, significantly lower than the broader S&P 500 average.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线多头 (MA20/50)
Piotroski F-Score: 8/9 (High Financial Strength)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 1534701 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-30 | 2026-08-05 | $51.00B | $3.85B | $5.00B | $9.55 |
| 10-Q | 2025-12-31 | 2026-08-05 | - | - | - | - |
| 10-Q | 2025-06-30 | 2026-08-05 | $33.32B | $877.00M | $1.03B | $2.15 |
| 10-Q | 2026-03-31 | 2026-04-29 | $32.54B | $207.00M | -$2.26B | $0.51 |
| 10-Q | 2025-03-31 | 2026-04-29 | $30.43B | $487.00M | $187.00M | $1.18 |
| 10-K | 2025-12-31 | 2026-02-20 | $132.38B | $4.40B | $4.96B | $10.79 |
| 10-K | 2024-12-31 | 2026-02-20 | $143.15B | $2.12B | $4.19B | $4.99 |
| 10-K | 2023-12-31 | 2026-02-20 | $147.40B | $7.01B | $7.03B | $15.48 |
💡 Methodology & Frequently Asked Questions
Key reference details regarding Phillips 66 (PSX) valuation multiples, momentum factors, and point-in-time filing conventions.
How should PSX's current valuation multiple be interpreted? ↓
PSX trades at a trailing P/E of 7.4x within the Energy sector (deep value (under 15x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are PSX's key momentum and technical factor indicators? ↓
As of the latest close, PSX shows a 1-month return of +10.67%, 3-month return of +36.26%, and 12-month return of +115.51%, with a 14-day RSI of 61.7. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for PSX? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can PSX be incorporated into systematic factor models? ↓
PSX can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.