Phillips 66 Equity investments decreased by 41.3% to $1.09B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 41.3%, from $1.86B to $1.09B. Over 5 years (FY 2020 to FY 2025), Equity investments shows a downward trend with a -10.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates capital allocation toward strategic partnerships or financial investments, while a decrease suggests divestment.
This represents the carrying value of equity investments in entities where the firm does not have a controlling interest...
Common for large financial institutions that maintain a portfolio of strategic minority investments.
other_deferred_tax_liabilities_investment_in_noncontroll_ed3ae8| Q4 '21 | Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|---|
| Value | $2.07B | $1.85B | $1.98B | $1.86B | $1.09B |
| QoQ Change | — | -10.2% | +6.7% | -5.8% | -41.3% |
| YoY Change | — | -10.2% | +6.7% | -5.8% | -41.3% |