RMR Wealth Builders Lowers Stock Position in Phillips 66 $PSX

RMR Wealth Builders trimmed its stake in Phillips 66 (NYSE:PSX) by 31.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 14,710 shares of the oil and gas company’s stock after selling 6,866 shares during the period. RMR Wealth Builders’ holdings in Phillips 66 were worth $2,001,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in PSX. Heck Capital Advisors LLC lifted its stake in Phillips 66 by 1.2% during the third quarter. Heck Capital Advisors LLC now owns 6,124 shares of the oil and gas company’s stock worth $833,000 after purchasing an additional 75 shares in the last quarter. Portside Wealth Group LLC grew its stake in shares of Phillips 66 by 3.8% in the third quarter. Portside Wealth Group LLC now owns 2,033 shares of the oil and gas company’s stock valued at $277,000 after buying an additional 75 shares in the last quarter. Welch & Forbes LLC raised its holdings in shares of Phillips 66 by 1.1% in the 3rd quarter. Welch & Forbes LLC now owns 7,123 shares of the oil and gas company’s stock valued at $969,000 after buying an additional 76 shares during the period. Magnus Financial Group LLC lifted its stake in Phillips 66 by 2.5% during the 3rd quarter. Magnus Financial Group LLC now owns 3,160 shares of the oil and gas company’s stock worth $430,000 after acquiring an additional 77 shares in the last quarter. Finally, Hemington Wealth Management lifted its stake in Phillips 66 by 15.7% during the 3rd quarter. Hemington Wealth Management now owns 576 shares of the oil and gas company’s stock worth $78,000 after acquiring an additional 78 shares in the last quarter. Hedge funds and other institutional investors own 76.93% of the company’s stock.

Phillips 66 Stock Up 4.6%

Shares of Phillips 66 stock opened at $154.85 on Thursday. The company has a quick ratio of 0.87, a current ratio of 1.23 and a debt-to-equity ratio of 0.68. Phillips 66 has a 52-week low of $91.01 and a 52-week high of $155.99. The company has a market capitalization of $62.39 billion, a P/E ratio of 42.31, a P/E/G ratio of 0.53 and a beta of 0.90. The company has a 50 day moving average of $137.68 and a 200 day moving average of $133.32.

Phillips 66 (NYSE:PSX) last announced its quarterly earnings data on Wednesday, February 4th. The oil and gas company reported $2.47 earnings per share for the quarter, beating analysts’ consensus estimates of $2.15 by $0.32. The business had revenue of $32.16 billion for the quarter, compared to analyst estimates of $33.81 billion. Phillips 66 had a net margin of 1.12% and a return on equity of 5.53%. During the same period last year, the business earned ($0.15) EPS. As a group, research analysts forecast that Phillips 66 will post 6.8 EPS for the current fiscal year.

Insider Activity at Phillips 66

In other news, EVP Brian Mandell sold 26,200 shares of the stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $137.68, for a total value of $3,607,216.00. Following the transaction, the executive vice president owned 56,838 shares in the company, valued at approximately $7,825,455.84. This represents a 31.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Vanessa Allen Sutherland sold 4,394 shares of the firm’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $145.00, for a total value of $637,130.00. Following the sale, the executive vice president directly owned 30,193 shares in the company, valued at $4,377,985. This trade represents a 12.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 86,094 shares of company stock valued at $11,955,366 over the last quarter. 0.22% of the stock is owned by insiders.

Key Headlines Impacting Phillips 66

Here are the key news stories impacting Phillips 66 this week:

• Positive Sentiment: Q4 earnings beat — Phillips 66 reported non-GAAP EPS of $2.47, beating consensus (~$2.15) and helping drive the rally. Reuters: Refiner Phillips 66 beats quarterly profit estimates as margins rebound
• Positive Sentiment: Refining margins rebound — U.S. and global realized refining margins climbed from 2024 multi‑year lows, lifting refining profitability and underpinning the beat. OilPrice: Phillips 66 Beats Estimates as Refining Margins Rebound
• Positive Sentiment: Stronger utilization and midstream volumes — Management cited higher refinery utilization and solid midstream volumes that boosted cash flow and operating performance. Benzinga: Why Is Phillips 66 Stock Trading Higher Today?
• Positive Sentiment: CFO commentary reinforces demand outlook — CFO Kevin Mitchell spoke on strong Q4 results and sustained oil/refining demand in media interviews, which reassures investors on near‑term profitability. Yahoo Finance: Phillips 66 CFO discusses strong Q4 earnings
• Positive Sentiment: Optional feedstock capacity — CEO/management said the company can process roughly 250,000 bpd of Venezuelan crude, which could be a cost-advantaged feedstock if logistics and sanctions allow. Reuters: Phillips 66 can process 250,000 bpd of Venezuelan crude
• Neutral Sentiment: Revenue shortfall vs. estimates — Revenue came in below some analyst forecasts ($32.16B reported vs. ~$33.8B consensus), limiting the upside from the EPS beat and warranting attention to volume vs. price drivers. Yahoo Finance: Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Profitability metrics still muted — reported net margin and ROE remain modest, signaling that much of the company’s value depends on cyclical margin recovery and midstream performance. Seeking Alpha: Phillips 66 Non-GAAP EPS beats
• Negative Sentiment: Geopolitical and feedstock risk — increased reliance on Venezuelan crude introduces sanction and logistics uncertainty that could reverse some gains if access is disrupted or spreads change. Seeking Alpha: Venezuelan crude in focus ahead of Q4

Analysts Set New Price Targets

Several research firms have weighed in on PSX. Wells Fargo & Company lifted their target price on Phillips 66 from $154.00 to $162.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Wall Street Zen cut shares of Phillips 66 from a “buy” rating to a “hold” rating in a report on Saturday, December 20th. The Goldman Sachs Group increased their target price on shares of Phillips 66 from $152.00 to $164.00 and gave the stock a “neutral” rating in a report on Thursday, January 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of Phillips 66 in a research report on Thursday, January 22nd. Finally, Barclays upped their price objective on Phillips 66 from $141.00 to $142.00 and gave the stock an “equal weight” rating in a research report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, Phillips 66 has a consensus rating of “Hold” and an average price target of $154.47.

Phillips 66 Company Profile

Phillips 66 (NYSE: PSX) is an independent energy manufacturing and logistics company engaged primarily in refining, midstream transportation, marketing and chemicals. The company processes crude oil into transportation fuels, lubricants and other petroleum products, operates pipeline and storage infrastructure, and participates in petrochemical production through strategic investments. Phillips 66 serves commercial, industrial and retail customers and positions its operations across the value chain of the downstream energy sector.

The company’s principal activities include refining crude oil into gasoline, diesel, jet fuel and feedstocks for petrochemical production; operating midstream assets such as pipelines, terminals and fractionators that move and store crude oil and natural gas liquids; and marketing and distributing fuels and lubricants through wholesale and retail channels.