Phillips 66 (PSX) — Strategic Asset Allocation Index
Phillips 66 (PSX) has a Strategic Asset Allocation Index of 1.2% as of June 2023. Strategic assets (PP&E of €8.50 Million plus long-term investments of €-) total €8.50 Million, measured against net assets of €703.53 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Phillips 66 to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Phillips 66 Strategic Asset Allocation Index (2013–2022)
This chart shows how Phillips 66's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of June 2023, the index stands at 1.2%, representing strategic assets of €8.50 Million against net assets of €703.53 Million EUR. For live market cap and overall valuation, see Phillips 66 stock valuation.
Annual Strategic Asset Allocation Index for Phillips 66 (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Phillips 66 from 2013 to 2022, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See PSX total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 1.4% | €9.97 Million | €9.97 Million | €- | €690.78 Million | ▼ -3.2 pp |
| 2021 | 4.6% | €32.26 Million | €32.26 Million | €- | €701.73 Million | ▲ +0.0 pp |
| 2020 | 4.6% | €29.06 Million | €29.06 Million | €- | €637.53 Million | ▼ -25.4 pp |
| 2019 | 29.9% | €238.37 Million | €235.89 Million | €2.48 Million | €796.35 Million | ▲ +5.5 pp |
| 2018 | 24.5% | €467.47 Million | €463.65 Million | €3.82 Million | €1.91 Billion | ▼ -4.1 pp |
| 2017 | 28.6% | €867.28 Million | €859.29 Million | €7.99 Million | €3.04 Billion | ▲ +3.0 pp |
| 2016 | 25.6% | €904.27 Million | €902.11 Million | €2.15 Million | €3.53 Billion | ▼ -0.1 pp |
| 2015 | 25.7% | €1.19 Billion | €1.19 Billion | €4.41 Million | €4.65 Billion | ▼ -0.7 pp |
| 2014 | 26.4% | €1.38 Billion | €1.38 Billion | €6.66 Million | €5.25 Billion | ▲ +3.6 pp |
| 2013 | 22.8% | €1.20 Billion | €1.19 Billion | €8.10 Million | €5.25 Billion | — |