Phillips 66 (PSX) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$24,101
Total Return
141.01%
CAGR
19.24%
Dividends
$2,634.67
Yield on Cost
26.35%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.89% |
| Median | +2.00% |
| Best | +35.14% |
| Worst | -26.37% |
| % of Windows Positive | 58.2% |
1-Year (252 Trading Days)
| Average | +21.64% |
| Median | +22.49% |
| Best | +78.91% |
| Worst | -44.11% |
| % of Windows Positive | 79.8% |
3-Year (756 Trading Days)
| Average | +68.52% |
| Median | +66.69% |
| Best | +125.01% |
| Worst | +17.50% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -44.74% |
| Average Drawdown | -14.60% |
| Drawdown Duration | 480 Trading Days |
| Sortino Ratio | 0.99 |
| Calmar Ratio | 0.43 |
| CVaR (5%) | -4.87% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +44.87% (+140.87% ann.) | +$4486.80 | $197.48 | $39.50 | $0.32 |
| 2025 | +16.69% | +$1668.95 | $421.71 | $84.34 | $0.68 |
| 2024 | -12.18% | $1218.19 | $341.19 | $68.24 | $0.54 |
| 2023 | +32.07% | +$3206.57 | $408.64 | $81.73 | $0.65 |
| 2022 | +48.39% | +$4839.28 | $535.44 | $107.08 | $0.85 |
| 2021 | +7.50% | +$749.67 | $524.60 | $104.92 | $0.84 |
| 2020 | -34.60% | $3459.91 | $327.67 | $65.53 | $0.53 |
| 2019 | +33.04% | +$3304.24 | $410.91 | $82.18 | $0.66 |
| 2018 | -12.81% | $1281.05 | $309.20 | $61.84 | $0.50 |
| 2017 | +20.17% | +$2016.72 | $319.21 | $63.84 | $0.51 |
| 2016 | +8.30% | +$829.99 | $302.42 | $60.49 | $0.48 |
| 2015 | +16.50% | +$1650.45 | $306.58 | $61.32 | $0.49 |
| 2014 | -5.23% | $523.04 | $246.80 | $49.36 | $0.39 |
| 2013 | +47.71% | +$4770.75 | $251.85 | $50.37 | $0.41 |
| 2012 partial | +57.58% (+88.05% ann.) | +$5757.91 | $132.68 | $26.53 | $0.21 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | April 12, 2012 – July 25, 2012 | +4.58% | +17.05% | +$458.47 | $58.82 | $11.76 | $0.09 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +191.95% | +15.21% | +$19194.59 | $5584.35 | $1116.86 | $8.93 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -53.33% | -99.98% | $5333.19 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +4.64% | +7.58% | +$464.29 | $396.91 | $79.38 | $0.64 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +28.56% | +26.91% | +$2855.91 | $808.54 | $161.71 | $1.30 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +54.36% | +58.55% | +$5435.58 | $417.06 | $83.41 | $0.66 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +27.98% | +14.23% | +$2797.59 | $824.41 | $164.88 | $1.32 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +48.83% | +26.25% | +$4883.00 | $662.41 | $132.48 | $1.06 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-07-19 | $0.2000 | 0.54% |
| 2012-10-11 | $0.2500 | 0.55% |
| 2013-02-19 | $0.3130 | 0.49% |
| 2013-05-16 | $0.3130 | 0.48% |
| 2013-08-14 | $0.3130 | 0.53% |
| 2013-11-12 | $0.3900 | 0.60% |
| 2014-02-13 | $0.3900 | 0.53% |
| 2014-05-15 | $0.5000 | 0.60% |
| 2014-08-13 | $0.5000 | 0.61% |
| 2014-11-12 | $0.5000 | 0.68% |
| 2015-02-12 | $0.5000 | 0.67% |
| 2015-05-14 | $0.5600 | 0.69% |
| 2015-08-13 | $0.5600 | 0.66% |
| 2015-11-10 | $0.5600 | 0.61% |
| 2016-02-11 | $0.5600 | 0.74% |
| 2016-05-16 | $0.6300 | 0.80% |
| 2016-08-16 | $0.6300 | 0.80% |
| 2016-11-15 | $0.6300 | 0.76% |
| 2017-02-16 | $0.6300 | 0.79% |
| 2017-05-16 | $0.7000 | 0.87% |
| 2017-08-16 | $0.7000 | 0.84% |
| 2017-11-16 | $0.7000 | 0.76% |
| 2018-02-16 | $0.7000 | 0.75% |
| 2018-05-18 | $0.8000 | 0.66% |
| 2018-08-20 | $0.8000 | 0.69% |
| 2018-11-16 | $0.8000 | 0.83% |
| 2019-02-15 | $0.8000 | 0.84% |
| 2019-05-17 | $0.9000 | 1.02% |
| 2019-08-19 | $0.9000 | 0.91% |
| 2019-11-15 | $0.9000 | 0.75% |
| 2020-02-14 | $0.9000 | 1.00% |
| 2020-05-15 | $0.9000 | 1.25% |
| 2020-08-17 | $0.9000 | 1.41% |
| 2020-11-16 | $0.9000 | 1.53% |
| 2021-02-19 | $0.9000 | 1.12% |
| 2021-05-21 | $0.9000 | 1.06% |
| 2021-08-17 | $0.9000 | 1.25% |
| 2021-11-16 | $0.9200 | 1.17% |
| 2022-02-18 | $0.9200 | 1.06% |
| 2022-05-20 | $0.9700 | 1.02% |
| 2022-08-17 | $0.9700 | 1.09% |
| 2022-11-16 | $0.9700 | 0.87% |
| 2023-02-17 | $1.0500 | 1.00% |
| 2023-05-19 | $1.0500 | 1.09% |
| 2023-08-17 | $1.0500 | 0.93% |
| 2023-11-16 | $1.0500 | 0.91% |
| 2024-02-16 | $1.0500 | 0.72% |
| 2024-05-17 | $1.1500 | 0.79% |
| 2024-08-20 | $1.1500 | 0.83% |
| 2024-11-18 | $1.1500 | 0.88% |
| 2025-02-24 | $1.1500 | 0.89% |
| 2025-05-19 | $1.2000 | 0.95% |
| 2025-08-19 | $1.2000 | 0.98% |
| 2025-11-17 | $1.2000 | 0.84% |
| 2026-02-23 | $1.2700 | 0.82% |
| 2026-05-18 | $1.2700 | 0.72% |
| Total | 56 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-17 | $100.89 | $20.18 | $0.16 | 1.1512 |
| 2021-11-16 | $104.19 | $20.84 | $0.17 | 1.0804 |
| 2022-02-18 | $105.18 | $21.04 | $0.17 | 0.9871 |
| 2022-05-20 | $111.85 | $22.37 | $0.18 | 0.9522 |
| 2022-08-17 | $112.78 | $22.55 | $0.18 | 1.0019 |
| 2022-11-16 | $113.75 | $22.75 | $0.18 | 0.8434 |
| 2023-02-17 | $124.02 | $24.80 | $0.20 | 0.9947 |
| 2023-05-19 | $125.06 | $25.01 | $0.20 | 1.0517 |
| 2023-08-17 | $126.17 | $25.23 | $0.20 | 0.8868 |
| 2023-11-16 | $127.10 | $25.42 | $0.20 | 0.8938 |
| 2024-02-16 | $128.03 | $25.61 | $0.20 | 0.7108 |
| 2024-05-17 | $141.05 | $28.21 | $0.22 | 0.7656 |
| 2024-08-20 | $141.93 | $28.39 | $0.23 | 0.8559 |
| 2024-11-18 | $142.91 | $28.58 | $0.23 | 0.8689 |
| 2025-02-24 | $143.91 | $28.78 | $0.23 | 0.9041 |
| 2025-05-19 | $151.25 | $30.25 | $0.24 | 0.9884 |
| 2025-08-19 | $152.44 | $30.49 | $0.24 | 0.9962 |
| 2025-11-17 | $153.64 | $30.73 | $0.25 | 0.8976 |
| 2026-02-23 | $163.74 | $32.75 | $0.26 | 0.8442 |
| 2026-05-18 | $164.81 | $32.96 | $0.26 | 0.7318 |
| Total | $2634.67 | $526.94 | $4.21 | 18.4069 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.