Phillips 66 (PSX) Long-Term Investments (2011 - 2026)
Phillips 66's (PSX) quarterly Long-Term Investments came in at $12.0 billion in Q1 2026, down 10.14% YoY from $13.4 billion in Q1 2025, and up 0.84% on a QoQ basis from $11.9 billion in Q4 2025.
Phillips 66 (PSX) Long-Term Investments (2011 - 2026) Analysis & Trends
Phillips 66 (PSX) has 16 years of Long-Term Investments data on file, last reported at $12.0 billion in Q1 2026.
- Quarterly Long-Term Investments fell 10.14% year-over-year to $12.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $12.0 billion (down 10.14% YoY) and the FY2025 annual result came in at $11.9 billion, down 17.2% from the prior year.
- Long-Term Investments grew to $12.0 billion in Q1 2026, from $11.9 billion in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $15.6 billion in Q1 2024 to a low of $11.9 billion in Q4 2025.
- A 5-year average of $14.3 billion and a median of $14.8 billion in 2022 frame the typical range for Long-Term Investments.
- Annual changes were most pronounced in 2022 — Long-Term Investments soared 31345.65% — and 2025, when it retreated 17.92%.
- Tracing PSX's Long-Term Investments over 5 years: stood at $15.0 billion in 2022, then advanced by 2.35% to $15.3 billion in 2023, then retreated by 6.04% to $14.4 billion in 2024, then fell by 17.2% to $11.9 billion in 2025, then increased by 0.84% to $12.0 billion in 2026.
- The last three Long-Term Investments figures came in at $12.0 billion (Q1 2026), $11.9 billion (Q4 2025), and $12.5 billion (Q3 2025), per Business Quant data.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Marathon Petroleum | 97.05 Bn | 89.28 Bn | 9.27 Bn | 7.20 Bn |
| 2 | Valero Energy | 95.18 Bn | 87.30 Bn | 5.47 Bn | - |
| 3 | Phillips 66 | 89.90 Bn | 85.80 Bn | 8.38 Bn | 12.35 Bn |
| 4 | HF Sinclair | 15.35 Bn | 13.09 Bn | 1.57 Bn | 259.00 Mn |
| 5 | Sunoco | 10.13 Bn | 9.36 Bn | 1.46 Bn | 1.61 Bn |
| 6 | PBF Energy | 8.19 Bn | 7.29 Bn | 1.15 Bn | 859.60 Mn |
| 7 | Cosan | 6.43 Bn | 1.32 Bn | 552.94 Mn | 11.20 Mn |
| 8 | Ultrapar Holdings | 6.39 Bn | 4.67 Bn | 603.08 Mn | 124.26 Mn |
| 9 | Icahn Enterprises | 5.07 Bn | 3.10 Bn | 198.00 Mn | 1.50 Bn |
| 10 | Delek US Holdings | 3.92 Bn | 3.29 Bn | 365.10 Mn | 430.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 12.35 Bn |
| Mar 31, 2026 | 12.01 Bn |
| Dec 31, 2025 | 11.91 Bn |
| Sep 30, 2025 | 12.49 Bn |
| Jun 30, 2025 | 13.27 Bn |
| Mar 31, 2025 | 13.36 Bn |
| Dec 31, 2024 | 14.38 Bn |
| Sep 30, 2024 | 15.22 Bn |
| Jun 30, 2024 | 15.19 Bn |
| Mar 31, 2024 | 15.59 Bn |
| Dec 31, 2023 | 15.30 Bn |
| Sep 30, 2023 | 15.32 Bn |
| Jun 30, 2023 | 15.53 Bn |
| Mar 31, 2023 | 15.29 Bn |
| Dec 31, 2022 | 14.95 Bn |
| Sep 30, 2022 | 14.77 Bn |
| Jun 30, 2022 | 14.18 Bn |
| Mar 31, 2022 | 14.47 Bn |
| Dec 31, 2021 | 14.47 Bn |
| Sep 30, 2021 | 14.06 Bn |