Phillips 66 Strategic Asset Allocation Index
Phillips 66 strategic asset allocation index. Phillips 66 (PSX) has a Strategic Asset Allocation Index of 37.8% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $12.35 Billion) total $12.35 Billion, measured against net assets of $32.70 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PSX net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Phillips 66 (2009–2025)
Strategic asset allocation index of Phillips 66 from 2009 to 2025. This chart shows how Phillips 66's Strategic Asset Allocation Index has evolved across 17 annual periods from 2009 to 2025. As of June 2026, the index stands at 37.8%, representing strategic assets of $12.35 Billion against net assets of $32.70 Billion USD. Check Phillips 66 (PSX) tangible net worth to evaluate the tangible quality of the company's equity base.
Phillips 66 Strategic Asset Allocation Index by Year (2009–2025)
Phillips 66 strategic asset allocation index by year from 2009 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Phillips 66 from 2009 to 2025, covering 17 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. For live market cap and overall valuation, see PSX market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 173.6% | $52.51 Billion | $40.90 Billion | $11.60 Billion | $30.24 Billion | ▼ -4.8 pp |
| 2024 | 178.4% | $50.79 Billion | $36.58 Billion | $14.20 Billion | $28.46 Billion | ▲ +14.9 pp |
| 2023 | 163.5% | $51.75 Billion | $36.83 Billion | $14.92 Billion | $31.65 Billion | ▲ +13.7 pp |
| 2022 | 149.9% | $51.11 Billion | $36.16 Billion | $14.95 Billion | $34.11 Billion | ▼ -25.6 pp |
| 2021 | 175.4% | $37.96 Billion | $23.48 Billion | $14.47 Billion | $21.64 Billion | ▼ -3.7 pp |
| 2020 | 179.1% | $38.55 Billion | $24.93 Billion | $13.62 Billion | $21.52 Billion | ▲ +33.1 pp |
| 2019 | 146.0% | $39.67 Billion | $25.10 Billion | $14.57 Billion | $27.17 Billion | ▲ +11.8 pp |
| 2018 | 134.2% | $36.44 Billion | $22.02 Billion | $14.42 Billion | $27.15 Billion | ▲ +5.1 pp |
| 2017 | 129.1% | $35.40 Billion | $21.46 Billion | $13.94 Billion | $27.43 Billion | ▼ -15.9 pp |
| 2016 | 144.9% | $34.39 Billion | $20.86 Billion | $13.53 Billion | $23.73 Billion | ▲ +11.8 pp |
| 2015 | 133.1% | $31.86 Billion | $19.72 Billion | $12.14 Billion | $23.94 Billion | ▲ +8.2 pp |
| 2014 | 124.9% | $27.54 Billion | $17.35 Billion | $10.19 Billion | $22.04 Billion | ▲ +6.1 pp |
| 2013 | 118.9% | $26.62 Billion | $15.40 Billion | $11.22 Billion | $22.39 Billion | ▼ -5.5 pp |
| 2012 | 124.4% | $25.88 Billion | $15.41 Billion | $10.47 Billion | $20.81 Billion | ▲ +61.0 pp |
| 2011 | 63.4% | $14.77 Billion | $14.77 Billion | $- | $23.29 Billion | ▲ +4.2 pp |
| 2010 | 59.2% | $15.41 Billion | $15.41 Billion | $- | $26.03 Billion | ▲ +59.2 pp |
| 2009 | 0.0% | $0.00 | $0.00 | $0.00 | $26.94 Billion | — |