Non-Current Assets

Investments

Phillips 66 Investments increased by 0.6% to $11.50B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 11.7%, from $13.01B to $11.50B. Over 4 years (FY 2021 to FY 2025), Investments shows a downward trend with a -4.0% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2014
Last reportedQ1 2026

How to read this metric

An increase suggests strategic expansion or capital deployment into partnerships, while a decrease may indicate divestitures or impairment.

Detailed definition

Represents the carrying value of long-term investments in unconsolidated entities, joint ventures, or minority interests...

Peer comparison

Varies significantly based on the company's M&A strategy and reliance on joint ventures versus wholly-owned operations.

Metric ID: non_current_assets_investments_in_affiliates_subsidiarie_2849e6

Historical Data

9 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$13.44B$14.43B$14.74B$14.02B$13.01B$12.97B$12.06B$11.43B$11.50B
QoQ Change+7.3%+2.2%-4.9%-7.2%-0.4%-7.0%-5.2%+0.6%
YoY Change+7.3%+2.2%-4.9%-18.5%-11.7%
Range$11.43B$14.74B
CAGR-7.5%
Avg YoY Growth-5.1%
Median YoY Growth-4.9%

Business Segments

View all
SegmentQ4 '22Q4 '23Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Chemicals$7.34B$7.82B$7.90B$7.89B$7.90B$7.90B$8.02B
Midstream$3.77B$3.08B$2.26B$2.23B$2.20B$2.12B$2.10B
Refining$2.48B$2.80B$2.38B$2.28B$2.28B$1.36B$65.00M$70.00M
Renewable Fuels$16.00M$15.00M$14.00M$15.00M$15.00M$15.00M
Corporate and Other$2.00M
Marketing and Specialties$883.00M$825.00M
Total$14.43B$14.74B$14.02B$13.01B$12.97B$12.06B$11.43B$11.50B

Corporate and Other, Marketing and Specialties were previously reported and have since been discontinued or reclassified. Only currently active segments are shown in the chart.

Frequently Asked Questions

What is Phillips 66's investments?
Phillips 66 (PSX) reported investments of $11.50B in Q1 2026.
How has Phillips 66's investments changed year-over-year?
Phillips 66's investments decreased by 11.7% year-over-year, from $13.01B to $11.50B.
What is the long-term trend for Phillips 66's investments?
Over 4 years (2021 to 2025), Phillips 66's investments has grown at a -4.0% compound annual growth rate (CAGR), from $13.44B to $11.43B.
What does investments mean?
The value of long-term investments held in other companies or joint ventures.