What is Phillips 66's less: fair value of plan assets at end of period?

Phillips 66 (PSX) reported less: fair value of plan assets at end of period of $235.00M in Q4 2025.

What is the long-term trend for Phillips 66's less: fair value of plan assets at end of period?

Over 3 years (2022 to 2025), Phillips 66's less: fair value of plan assets at end of period has grown at a 162.4% compound annual growth rate (CAGR), from $13.00M to $235.00M.

What does less: fair value of plan assets at end of period mean?

The total market value of the investments held to pay for employee pension benefits.

Other

Less: Fair value of plan assets at end of period

Phillips 66 Less: Fair value of plan assets at end of period increased by 23.7% to $235.00M in Q4 2025 compared to the prior quarter. Over 3 years (FY 2022 to FY 2025), Less: Fair value of plan assets at end of period shows an upward trend with a 162.4% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement

SectionOther

CategoryRisk

SignalHigher is better

VolatilityModerate

First reportedQ1 2025

Last reportedQ1 2026

How to read this metric

An increase indicates better funding health, provided it outpaces the growth in pension liabilities.

Detailed definition

This metric measures the total market value of all assets held within a company's defined benefit pension plans at the e...

Peer comparison

Highly dependent on the size of the workforce and the historical duration of the company's pension obligations.

Metric ID: other_defined_benefit_plan_fair_value_of_plan_assets

Historical Data

4 periods

	Q4 '22	Q4 '23	Q4 '24	Q4 '25
Value	$13.00M	$13.00M	$190.00M	$235.00M
QoQ Change	—	+0.0%	>999%	+23.7%
YoY Change	—	+0.0%	>999%	+23.7%

Range$13.00M – $235.00M

Avg YoY Growth+461.7%

Median YoY Growth+23.7%

Current Streak3+ quarters growth

Frequently Asked Questions

What is Phillips 66's less: fair value of plan assets at end of period?: Phillips 66 (PSX) reported less: fair value of plan assets at end of period of $235.00M in Q4 2025.
What is the long-term trend for Phillips 66's less: fair value of plan assets at end of period?: Over 3 years (2022 to 2025), Phillips 66's less: fair value of plan assets at end of period has grown at a 162.4% compound annual growth rate (CAGR), from $13.00M to $235.00M.
What does less: fair value of plan assets at end of period mean?: The total market value of the investments held to pay for employee pension benefits.