Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Phillips 66

NYSE:PSX

Oil Refining/Marketing · benchmarked against Energy Minerals inside the XLE constituent company universe.

Active tabFinancial reports

Current readMixed

Last close211.04

1M return+19.01%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 2, 2:34 AM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 2, 2:34 AM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyPhillips 66

Overview scoring

Fundamental overview

41/100 blended · 97/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 54/100; Cash flow 19/100; Balance sheet 38/100; Valuation 54/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 40/100; Oil Refining/Marketing 56/100; Energy Minerals 40/100; XLE constituent company universe 43/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #13 of 13; Oil Refining/Marketing #3 of 3; Energy Minerals #13 of 13; XLE constituent company universe #18 of 21.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 54/100; Cash flow 18/100; Balance sheet 37/100; Valuation 50/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration8/24

Return on assets has the largest second-order move at -215.59%. 8 metrics are accelerating favorably and 16 are decelerating.

Fundamental PM review

Growth and cash quality1/5

EPS TTM is 10.16 with -6.21% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review4 watch items

Debt / Equity is 0.95 with +28.14% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 132.2B; Revenue quarter 33B; Operating income TTM 6.3B; Operating margin +4.79%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue +0.82%; Revenue quarter -1.56%; Operating income TTM +12.54%; Operating margin +12.94%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 41/100; Cash 33/100; Quality 38/100; Balance 10/100; Valuation 13/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	132.2B	+0.23%+301M	+0.82%+1.1B	stable	11
Revenue quarterRevenue	33B	-2.98%-1B	-1.56%-523M	decelerating	12
Revenue next quarterRevenue	43.3B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	6.3B	+91.02%+3B	+12.54%+1.6B	accelerating	12
Operating marginProfitability	+4.79%	+91.02%+2.28 pts	+12.94%+1.18 pts	accelerating	12
EPS TTMEarnings	10.16	-6.21%-0.67	-202.30%-7.85	decelerating	8
EPS next quarterEarnings	5.61	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+7.04%	+42.71%+2.11 pts	+12.43%+0.96 pts	accelerating	12
Net marginQuality	+3.03%	-8.84%-0.29 pts	-201.69%-2.48 pts	decelerating	12
Gross-to-net conversionQuality	+43.02%	-36.12%-24.33 pts	-160.91%-61.71 pts	decelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jul 3, 2023	154B	34.9B	—	8.9B	+5.77%	—	—	+7.70%	+7.09%	+92.06%
Oct 2, 2023	149.5B	40B	—	9.2B	+6.16%	—	—	+8.17%	+5.10%	+62.43%
Jan 2, 2024	147.3B	38.1B	—	8.3B	+5.61%	—	—	+7.66%	+4.76%	+62.06%
Apr 1, 2024	148.9B	36B	—	7.4B	+4.98%	—	—	+6.98%	+3.89%	+55.72%
Jul 1, 2024	152.1B	38.1B	—	6.6B	+4.33%	11.65	—	+6.22%	+3.36%	+54.03%
Oct 7, 2024	147.5B	35.3B	—	2.9B	+1.98%	7.78	—	+4.24%	+2.28%	+53.72%
Jan 6, 2025	143.1B	33.7B	—	1.7B	+1.20%	4.93	—	+3.40%	+1.47%	+43.33%
Apr 7, 2025	137.6B	30.5B	—	358M	+0.26%	4.38	—	+2.57%	+1.34%	+52.28%
Jul 7, 2025	132.7B	33.2B	—	524M	+0.39%	4.16	—	+2.94%	+1.29%	+43.87%
Oct 6, 2025	131.9B	34.5B	—	1.9B	+1.41%	3.66	—	+3.79%	+1.14%	+29.96%
Jan 5, 2026	132.2B	34B	—	3.3B	+2.51%	10.83	—	+4.94%	+3.32%	+67.34%
May 2, 2026	132.2B	33B	43.3B	6.3B	+4.79%	10.16	5.61	+7.04%	+3.03%	+43.02%