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Phillips 66 (PSX)

point-in-time fundamentals

The latest fundamentals for Phillips 66 that were publicly knowable as of 2026-02-20, straight from its SEC filings. Every value is stamped with the date it first became public — so a backtest of PSX can only see what was real at the time. No lookahead bias.

Latest knowable fundamentals

ConceptFYFirst-reported valueBecame public
RevenueFY2025$132.4B2026-02-20
Net incomeFY2025$4.4B2026-02-20
Total assetsFY2025$73.7B2026-02-20
Stockholders' equityFY2025$29.1B2026-02-20
Operating cash flowFY2025$5.0B2026-02-20
Diluted EPSFY2025$10.792026-02-20
Diluted sharesFY2025408M sh2026-02-20
Pretax incomeFY2020$-5.0B2021-02-24
Income tax expenseFY2025$892M2026-02-20
Cash and cash equivalentsFY2025$1.1B2026-02-20
Current assetsFY2025$17.3B2026-02-20
Current liabilitiesFY2025$13.3B2026-02-20
Net property, plant & equipmentFY2018$22.0B2019-02-22

Revenue, as first reported

What PSX's annual revenue was on the day each 10-K was filed — the honest number a backtest could have used.

Fiscal yearRevenue (first reported)Filed
FY2025$132.4B2026-02-20
FY2024$143.2B2025-02-21
FY2023$147.4B2024-02-21
FY2022$170.0B2023-02-22
FY2021$111.5B2022-02-18
FY2020$64.1B2021-02-24
get this via API
curl "https://tradevodata.com/v1/fundamentals?ticker=PSX&as_of=2023-06-30" \
  -H "x-api-key: tvd_your_key"

For any as_of date, the API returns each concept's latest value that was already public then — a point-in-time snapshot, not a multi-year array. Walk history by repeating the request with earlier as_of dates. This page shows only the latest snapshot.

Why does the filing date matter? Read: your backtest saw the future.

Backtest PSX — and 5,169 others — without lookahead bias.

quarterly (10-q) api

This page shows the latest annual snapshot. Add period=quarterly to the API request for Q1–Q3 and supported Q4 history; derived rows identify their method.

Source: U.S. SEC EDGAR (public domain). Values are first-reported (point-in-time); not investment advice. Verify against primary filings before relying on them.