PSX (Phillips 66)

Oil Refining&Marketing, Oil&Gas, Energy


Portfolios on Covestor holding PSX

Our Pure Growth portfolio typically invests in equities. It focuses on companies that meet or exceed specific fundamental ratios based on their return on equity, price to earnings to growth ratios, and liquidity.

Strategy
Stock selection
Sharpe ratio
0.01 365 days
Performance
0.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min


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Portfolios on Covestor in the same sector

Our Growth Plus Income portfolio seeks to target an annual yield of 5%. We use both dividend-paying stocks and bond Exchange-Traded Funds (ETFs) in this growth- and income-oriented portfolio.

Strategy
Yield
Sharpe ratio
-0.23 365 days
Performance
-5.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Buying a dollar for half of its value.

Strategy
Stock selection
Sharpe ratio
-0.12 365 days
Performance
-2.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

The development of the U.S. shale industry is still infantile, however the potential output from these shale deposits can potentially ease the U.S. reliance on foreign energy and provide a significant amount of jobs to Americans in an economic downturn.

Strategy
Stock selection
Sharpe ratio
-0.03 365 days
Performance
-0.5% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

The Leveraged Value portfolio is a fundamental, value portfolio with a bias toward small-cap equities. These smaller, less followed companies are more likely to become mispriced, creating a buying opportunity for the strategy.

Strategy
Aggressive
Sharpe ratio
0.00 365 days
Performance
0.3% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

The Long/Short Value portfolio is a fundamental, value portfolio. Long positions have a bias toward small-cap equities and short positions have a bias toward failing large cap equities.

Strategy
Stock selection
Sharpe ratio
0.12 365 days
Performance
2.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min




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Important Information

1. Past performance is no guarantee of future results.

2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.

3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.

4. All graph data is as of the end of day for the referenced period, unless otherwise specified.