PSX monthly performance report
Monthly PSX research: returns, drawdown, relative strength, seasonality, and key stats.
PSX monthly report
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Key takeaways
- Phillips 66 (PSX) closed August 2026 at $202.55, down 4.31% for the month and +65.93% over the trailing 12 months.
- Year-to-date, PSX is +56.97%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +26.12% versus its 200-day moving average ($160.60), a bullish technical signal.
- Over the past three years, PSX has outperformed the S&P 500 by +11.05%, with a relative strength index reading of 106.4.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Phillips 66 ended August 2026 at $202.55, posting a monthly return of −4.31%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −7.36%.
The current quarter stands at +24.80% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +26.12% versus the 200-day moving average ($160.60).
Year-to-date, PSX is +56.97% against SPY +12.89%, a gap of +44.08%. The stock is currently −6.23% below its 52-week high, with maximum 3-year drawdown at −46.23%.
| Period | PSX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.62% | −0.20% | −1.42% |
| 1 Week | −1.60% | +3.90% | −5.51% |
| 1 Month | −4.31% | +3.05% | −7.36% |
| 3 Months | +13.06% | +7.11% | +5.95% |
| 6 Months |