PSX monthly performance report
Explore PSX's monthly returns, drawdown, and seasonality trends — updated every month.
PSX monthly report
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Key takeaways
- Phillips 66 (PSX) closed September 2026 at $274.21, up 11.21% for the month and +105.96% over the trailing 12 months.
- Year-to-date, PSX is +112.50%, outperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +55.88% versus its 200-day moving average ($175.91), a bullish technical signal.
- Over the past three years, PSX has outperformed the S&P 500 by +54.56%, with a relative strength index reading of 130.3.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Phillips 66 ended September 2026 at $274.21, posting a monthly return of +11.21%. The S&P 500 returned −0.58% over the same window, leaving relative performance at +11.79%.
The current quarter stands at +62.21% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +55.88% versus the 200-day moving average ($175.91).
Year-to-date, PSX is +112.50% against SPY +11.83%, a gap of +100.67%. The stock is currently 0.00% below its 52-week high, with maximum 3-year drawdown at −46.23%.
| Period | PSX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +3.62% | +1.13% | +2.49% |
| 1 Week | +6.07% | +0.63% | +5.44% |
| 1 Month | +11.21% | −0.58% | +11.79% |
| 3 Months | +58.27% | +1.64% | +56.63% |
| 6 Months | +57.51% | +15.15% | +42.36% |
| YTD | +112.50% | +11.83% | +100.67% |
| 12 Months | +105.96% | +15.69% | +90.27% |
| 3 Years | +126.56% | +72.00% | +54.56% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +25.22% |
| #2 | Mar 2026 | +18.05% |
| #3 | Jul 2023 | +16.95% |
| #4 | Aug 2026 | +16.49% |
| #5 | Mar 2024 | +14.62% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −15.73% |
| #2 | Dec 2024 | −14.96% |
| #3 | Apr 2024 | −12.32% |
| #4 | Oct 2024 | −7.33% |
| #5 | Sep 2024 | −6.31% |
| Quarter | Return |
|---|---|
| Q2 2025 | −3.39% |
| Q3 2025 | +14.02% |
| Q4 2025 | −5.13% |
| Q1 2026 | +41.18% |
| Q2 2026 | −7.21% |
| Q3 2026 (QTD) | +62.21% |
| Year | Return |
|---|---|
| 2023 | +27.92% |
| 2024 | −14.43% |
| 2025 | +13.26% |
| 2026 | +112.50% |
| Metric | Value |
|---|---|
| 52-Week High | $274.21 (2026-09-17) |
| 52-Week Low | $126.74 (2025-10-10) |
| Current Price | $274.21 |
| 200-Day Moving Average | $175.91 |
| Price vs 200DMA | +55.88% |
| 3-Year Maximum Drawdown | −46.23% (2025-04-08) |
| Current Drawdown from 52W High | 0.00% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 130.3 |
| 3-Year Excess Return vs S&P 500 | +54.56% |
| RS Peak | 130.3 (Sep 2026) |
| RS Trough | 64.8 (Apr 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was PSX's return for this report period?
PSX returned +11.21% in the latest monthly window ending 2026-09-17.
Has PSX outperformed SPY year to date?
YTD PSX: +112.50% vs SPY: +11.83%.
What is PSX's 12-month return?
+105.96% over the trailing 12 months.
Is PSX above or below its 200-day moving average?
Price is +55.88% versus 200DMA ($175.91).
What is the maximum drawdown in the 3-year window?
−46.23% on 2025-04-08.