{ "schema": "theclaudetrader.research_packet.v1", "generated_at": "2026-10-26T05:12:32+00:00", "snapshot_date": "2026-10-26", "about": { "site": "The Claude Trader", "what_this_is": "Evidence-first research record built from SEC XBRL, SEC Form 4 and exchange prices. Deterministic rule scores with every input linked to its source. No recommendations. fair_value_model is a labelled model estimate from SEC filings, not a price target or recommendation (method: /fair-value).", "publishes": "Facts and their provenance only; no holdings, targets, estimates or recommendations.", "how_to_answer": [ "State the snapshot date and each score's data_as_of.", "Quote scores with their status: ok = complete; partial / insufficient = a test was excluded because an input was absent or older than 550 days. Repeat each warning beside the number it affects; a 'stale' warning means the input was used but is older than 120 days (price: 7 days).", "Cite the source URL for any number you repeat.", "Say what is missing; never present holdings or targets as this site's (it has none).", "If asked for a shortlist or portfolio: build it from the user's horizon, risk, benchmark, exclusions and limits; cite inputs, explain inclusion and thesis risks; label weights as your synthesis, distinct from these deterministic scores; no promised outperformance or invented expected returns." ] }, "company": { "ticker": "PSX", "name": "Phillips 66", "legal_name": "Phillips 66", "cik": "0001534701", "exchange": "NYSE", "industry": "Petroleum Refining", "sic": "2911", "fiscal_year_end": "1231", "is_financial": false, "is_utility": false }, "price": { "value": 283.18, "as_of": "2026-10-23", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "market_cap": { "value": 112994742992.88, "as_of": "2026-10-23", "unit": "USD", "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)", "warning": null, "unavailable_reason": null, "inputs": { "traded_price": { "value": 283.18, "as_of": "2026-10-23", "unit": "USD per traded unit (share or ADS)", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "sec_shares_outstanding": { "value": 399020916.0, "unit": "underlying shares", "concept": "SEC cover page 10-Q 0001534701-26-000032 (399,020,916 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1534701/000153470126000032/psx-20260630.htm", "period_end": "2026-06-30", "accession": "0001534701-26-000032", "url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470126000032/R1.htm" }, "depositary_ratio": { "value": 1.0, "unit": "underlying shares per traded unit", "status": "domestic", "source": "10-K filer; SEC shares are the traded units", "evidence_url": null, "evidence_form": null, "evidence_filed": null, "body_snippet": null }, "formula": "market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used", "split_adjustment": null, "share_count_as_of": "2026-06-30", "share_count_age_days_at_price_date": 115, "warning": null, "computed": "283.18 (price 2026-10-23) / 1 x 399,020,916 (shares at 2026-06-30) = 112,994,742,993" } }, "scores": { "graham": { "score": 43.8, "status": "ok", "complete": true, "passes_all": false, "summary": "Graham Defensive: 44 of 100 (ok). Adequate size: 132.38 revenue $B \u2192 5.0/5; Current ratio: 1.32 \u2192 4.8/15; Long-term debt vs working capital: 3.2 LTD / WC \u2192 0.0/15; Positive earnings each of 10 years: 9 of 10 \u2192 13.5/15; Dividends every year for 20 years: 14 of 20 \u2192 10.5/15; EPS growth, 3-yr avg now vs 10 yrs ago: 6.33 -> 10.42 (+65%) \u2192 10.0/10; P/E on 3-year average EPS: 27.2 \u2192 0.0/15; P/B <= 1.5, or P/E x P/B <= 22.5: P/B 3.59, product 97.5 \u2192 0.0/10", "data_as_of": "2025-12-31", "history": [ "2013", "2025" ], "price_as_of": "2026-10-23", "coverage": null, "verification": { "verified": 14, "mismatch": 0, "unverified": 21, "not_cross_checked": 2 }, "warnings": [ "stale (warning, input still used): current-period inputs older than 120 days: Revenue; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Adequate size", "value": 132.38, "unit": "revenue $B", "threshold": ">= 1", "points": 5.0, "max": 5 }, { "test": "2a", "name": "Current ratio", "value": 1.32, "threshold": ">= 2.0", "points": 4.8, "max": 15 }, { "test": "2b", "name": "Long-term debt vs working capital", "value": 3.2, "unit": "LTD / WC", "threshold": "<= 1.0", "points": 0.0, "max": 15, "note": null }, { "test": "3", "name": "Positive earnings each of 10 years", "value": "9 of 10", "threshold": "10 of 10", "points": 13.5, "max": 15 }, { "test": "4", "name": "Dividends every year for 20 years", "value": "14 of 20", "threshold": "20 of 20", "points": 10.5, "max": 15, "missing_years": [ 2006, 2007, 2008, 2009, 2010, 2011 ], "cross_check": { "verified_years": [ 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 ], "mismatch_years": [], "unverified_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012 ] }, "note": null }, { "test": "5", "name": "EPS growth, 3-yr avg now vs 10 yrs ago", "value": "6.33 -> 10.42 (+65%)", "threshold": ">= +33%", "points": 10.0, "max": 10 }, { "test": "6", "name": "P/E on 3-year average EPS", "value": 27.2, "threshold": "<= 15", "points": 0.0, "max": 15, "note": null }, { "test": "7", "name": "P/B <= 1.5, or P/E x P/B <= 22.5", "value": "P/B 3.59, product 97.5", "threshold": "<= 1.5 or <= 22.5", "points": 0.0, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/graham" }, "magic_formula": { "score": null, "status": "insufficient data (no operating income in XBRL)", "summary": "Not scored: insufficient data (no operating income in XBRL).", "warnings": [], "components": [] }, "momentum": { "score": 87.5, "status": "ok", "complete": true, "passes_all": null, "summary": "Momentum: 88 of 100 (ok). 12-1 month return: 94.4 % \u2192 47.5/50; 6 month return: 79.7 % \u2192 19.2/20; Price / 52-week high: 0.953 \u2192 14.3/15; Volatility penalty (60d annualised): 29.6 % \u2192 6.5/15", "data_as_of": "2026-10-23", "history": [ null, null ], "price_as_of": "2026-10-23", "coverage": null, "verification": null, "warnings": [], "components": [ { "name": "12-1 month return", "value": 94.4, "unit": "%", "percentile": 95.0, "points": 47.5, "max": 50 }, { "name": "6 month return", "value": 79.7, "unit": "%", "percentile": 96.2, "points": 19.2, "max": 20 }, { "name": "Price / 52-week high", "value": 0.953, "points": 14.3, "max": 15 }, { "name": "Volatility penalty (60d annualised)", "value": 29.6, "unit": "%", "points": 6.5, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/momentum" }, "insider": { "score": 0.0, "status": "ok", "complete": true, "passes_all": null, "summary": "Insider: 0 of 100 (ok). Open-market buy value / market cap (percentile among buyers): 0.0 bp \u2192 0.0/35; Distinct buyers: 0 \u2192 0.0/25; Buyer seniority: 0.0 \u2192 0.0/20; Recency (half-life 30d): 0.0 \u2192 0.0/10; Sales penalty (excludes 10b5-1 plan sales): 2.39 bp \u2192 -8.5/0", "data_as_of": "2026-10-23", "history": [ null, null ], "price_as_of": null, "coverage": { "window_start": "2026-07-28", "through": "2026-10-23", "missing_days": 3, "note": "Form 4 data loaded through 2026-10-23" }, "verification": null, "warnings": [], "components": [ { "name": "Open-market buy value / market cap (percentile among buyers)", "value": 0.0, "unit": "bp", "points": 0.0, "max": 35 }, { "name": "Distinct buyers", "value": 0, "points": 0.0, "max": 25 }, { "name": "Buyer seniority", "value": 0.0, "points": 0.0, "max": 20 }, { "name": "Recency (half-life 30d)", "value": 0.0, "points": 0.0, "max": 10 }, { "name": "Sales penalty (excludes 10b5-1 plan sales)", "value": 2.39, "unit": "bp", "points": -8.5, "max": 0 } ], "rules_url": "https://theclaudetrader.com/p/insider" }, "buffett": { "score": 47.2, "status": "partial: 5, 6, 7", "complete": false, "passes_all": false, "summary": "Buffett Quality: 47 of 100 (partial: 5, 6, 7). Average return on equity (net income / year-end equity): 13.0% over 8 yrs \u2192 17.9/25; Profitable every year: 9 of 10 \u2192 13.5/15; Net income growth, 3-yr average now vs start of window: +1.4% a year \u2192 1.4/10; Borrowings / 3-yr average earnings (years to repay): 4.2 years \u2192 14.4/15; Operating margin, 5-yr average: insufficient (needs at least 4 of the last 5 years); Free cash flow / net income, 5-yr (operating cash flow minus capex): insufficient (needs operating cash flow and capex for at least 4 of the last 5 years); Owner-earnings yield (3-yr avg free cash flow / market cap): insufficient (needs three years of free cash flow)", "data_as_of": "2026-06-30", "history": [ "2016", "2025" ], "price_as_of": "2026-10-23", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 27, "not_cross_checked": 1 }, "warnings": [ "partial score: tests 5, 6, 7 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Average return on equity (net income / year-end equity)", "value": "13.0% over 8 yrs", "threshold": ">= 15%", "points": 17.9, "max": 25 }, { "test": "2", "name": "Profitable every year", "value": "9 of 10", "threshold": "all years", "points": 13.5, "max": 15 }, { "test": "3", "name": "Net income growth, 3-yr average now vs start of window", "value": "+1.4% a year", "threshold": ">= +10%", "points": 1.4, "max": 10 }, { "test": "4", "name": "Borrowings / 3-yr average earnings (years to repay)", "value": 4.2, "threshold": "<= 4", "points": 14.4, "max": 15, "unit": "years", "note": "LongTermDebt (incl. current maturities)" }, { "test": "5", "name": "Operating margin, 5-yr average", "value": "0 years with operating income and revenue", "threshold": ">= 20%", "points": null, "max": 10, "note": "needs at least 4 of the last 5 years" }, { "test": "6", "name": "Free cash flow / net income, 5-yr (operating cash flow minus capex)", "value": "0 years", "threshold": ">= 1.0", "points": null, "max": 10, "note": "needs operating cash flow and capex for at least 4 of the last 5 years" }, { "test": "7", "name": "Owner-earnings yield (3-yr avg free cash flow / market cap)", "value": null, "threshold": ">= 7%", "points": null, "max": 15, "note": "needs three years of free cash flow" } ], "rules_url": "https://theclaudetrader.com/p/buffett" }, "lynch": { "score": 35.2, "status": "ok", "complete": true, "passes_all": false, "summary": "Lynch GARP: 35 of 100 (ok). PEG: P/E divided by 5-yr EPS growth (in % points): None \u2192 0.0/30; EPS growth, 5-yr compound rate: None \u2192 0.0/20; P/E on latest annual EPS: 26.2 \u2192 9.2/10; Borrowings / equity: 0.6 \u2192 13.6/15; Years of the last 5 in which EPS rose: 3 of 5 \u2192 9.0/15; Net cash (cash minus borrowings) / market cap: -13.0% \u2192 3.4/10", "data_as_of": "2026-06-30", "history": [ "2020", "2025" ], "price_as_of": "2026-10-23", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 5, "not_cross_checked": 1 }, "warnings": [], "components": [ { "test": "1", "name": "PEG: P/E divided by 5-yr EPS growth (in % points)", "value": null, "threshold": "<= 1.0", "points": 0.0, "max": 30, "note": "earnings not positive in both years, or growth not positive: PEG undefined" }, { "test": "2", "name": "EPS growth, 5-yr compound rate", "value": null, "threshold": "12% to 35% a year", "points": 0.0, "max": 20, "note": "earnings not positive in both years" }, { "test": "3", "name": "P/E on latest annual EPS", "value": 26.2, "threshold": "<= 25", "points": 9.2, "max": 10 }, { "test": "4", "name": "Borrowings / equity", "value": 0.6, "threshold": "<= 0.5", "points": 13.6, "max": 15, "note": "LongTermDebt (incl. current maturities)" }, { "test": "5", "name": "Years of the last 5 in which EPS rose", "value": "3 of 5", "threshold": "5 of 5", "points": 9.0, "max": 15 }, { "test": "6", "name": "Net cash (cash minus borrowings) / market cap", "value": "-13.0%", "threshold": ">= +10%", "points": 3.4, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/lynch" }, "graham_enterprising": { "score": 44.6, "status": "ok", "complete": true, "passes_all": false, "summary": "Graham Enterprising: 45 of 100 (ok). Current ratio: 1.32 \u2192 9.6/15; Borrowings vs working capital: 3.2 x \u2192 0.0/15; No earnings deficit in the last 5 years: 5 of 5 profitable \u2192 15.0/15; Pays a current dividend: yes \u2192 10.0/10; EPS higher than five years earlier: -9.06 -> 10.79 \u2192 10.0/10; Price / book value per share: 3.59 \u2192 0.0/20; Price / net current asset value per share (current assets minus all liabilities): None \u2192 0.0/15", "data_as_of": "2026-06-30", "history": [ "2020", "2025" ], "price_as_of": "2026-10-23", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 11, "not_cross_checked": 3 }, "warnings": [], "components": [ { "test": "1", "name": "Current ratio", "value": 1.32, "threshold": ">= 1.5", "points": 9.6, "max": 15 }, { "test": "2", "name": "Borrowings vs working capital", "value": 3.2, "threshold": "<= 1.1x", "points": 0.0, "max": 15, "unit": "x", "note": "LongTermDebt (incl. current maturities)" }, { "test": "3", "name": "No earnings deficit in the last 5 years", "value": "5 of 5 profitable", "threshold": "5 of 5", "points": 15.0, "max": 15 }, { "test": "4", "name": "Pays a current dividend", "value": "yes", "threshold": "yes", "points": 10.0, "max": 10 }, { "test": "5", "name": "EPS higher than five years earlier", "value": "-9.06 -> 10.79", "threshold": "higher", "points": 10.0, "max": 10 }, { "test": "6", "name": "Price / book value per share", "value": 3.59, "threshold": "<= 1.2", "points": 0.0, "max": 20, "note": "book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)" }, { "test": "7", "name": "Price / net current asset value per share (current assets minus all liabilities)", "value": null, "threshold": "<= 0.67", "points": 0.0, "max": 15, "note": "net current asset value not positive" } ], "rules_url": "https://theclaudetrader.com/p/graham_enterprising" }, "piotroski": { "score": 66.7, "status": "partial: 8", "complete": false, "passes_all": false, "summary": "Piotroski F-Score: 67 of 100 (partial: 8). Return on assets is positive: 6.0% \u2192 11.11111111111111/11.11111111111111; Operating cash flow is positive: 4,962M \u2192 11.11111111111111/11.11111111111111; Return on assets improved on the prior year: 2.9% -> 6.0% \u2192 11.11111111111111/11.11111111111111; Operating cash flow exceeds net income (accruals): 4,962M vs 4,403M \u2192 11.11111111111111/11.11111111111111; Long-term debt / assets fell: 25.1% -> 25.4% \u2192 0.0/11.11111111111111; Current ratio improved: 1.19 -> 1.30 \u2192 11.11111111111111/11.11111111111111; No new shares issued (share count did not rise): 404M -> 399M \u2192 11.11111111111111/11.11111111111111; Operating margin improved (stand-in for gross margin, which the dataset does not carry): insufficient (an input is not reported for one of the two years); Asset turnover (revenue / assets) improved: 1.97 -> 1.80 \u2192 0.0/11.11111111111111", "data_as_of": null, "history": [ "2024", "2026" ], "price_as_of": null, "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 23, "not_cross_checked": 0 }, "warnings": [ "partial score: tests 8 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Return on assets is positive", "value": "6.0%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "2", "name": "Operating cash flow is positive", "value": "4,962M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "3", "name": "Return on assets improved on the prior year", "value": "2.9% -> 6.0%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "4", "name": "Operating cash flow exceeds net income (accruals)", "value": "4,962M vs 4,403M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "5", "name": "Long-term debt / assets fell", "value": "25.1% -> 25.4%", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "6", "name": "Current ratio improved", "value": "1.19 -> 1.30", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "7", "name": "No new shares issued (share count did not rise)", "value": "404M -> 399M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "8", "name": "Operating margin improved (stand-in for gross margin, which the dataset does not carry)", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "9", "name": "Asset turnover (revenue / assets) improved", "value": "1.97 -> 1.80", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 } ], "rules_url": "https://theclaudetrader.com/p/piotroski" } }, "inputs_by_philosophy": { "graham": [ { "name": "Price (close, per traded unit)", "value": 283.18, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-23", "age_days": 3, "stale": false }, { "name": "Revenue", "value": 132376000000.0, "kind": "current", "source": "SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax", "url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470126000006/", "period": "2025-12-31", "accession": "0001534701-26-000006", "fact_id": 24291312, "verified": "unverified", "age_days": 299, "stale": true }, { "name": "current_assets", "value": 24221000000.0, "kind": "current", "source": "SEC XBRL AssetsCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470126000032/", "period": "2026-06-30", "accession": "0001534701-26-000032", "fact_id": 24341875, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "current_liabilities", "value": 18354000000.0, "kind": "current", "source": "SEC XBRL LiabilitiesCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470126000032/", "period": "2026-06-30", "accession": "0001534701-26-000032", "fact_id": 24368779, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "lt_debt", "value": 18768000000.0, "kind": "current", "source": "SEC XBRL LongTermDebtAndCapitalLeaseObligations", "url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470126000032/", "period": "2026-06-30", "accession": "0001534701-26-000032", "fact_id": 24419172, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "equity", "value": 31506000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470126000032/", "period": "2026-06-30", "accession": "0001534701-26-000032", "fact_id": 24501918, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "Net income FY2016", "value": 1555000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470119000063/", "period": "2016-12-31", "accession": "0001534701-19-000063", "fact_id": 20690855, "verified": "unverified", "age_days": 3586 }, { "name": "Net income FY2017", "value": 5106000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470120000070/", "period": "2017-12-31", "accession": "0001534701-20-000070", "fact_id": 20697290, "verified": "unverified", "age_days": 3221 }, { "name": "Net income FY2018", "value": 5595000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470121000074/", "period": "2018-12-31", "accession": "0001534701-21-000074", "fact_id": 20703574, "verified": "unverified", "age_days": 2856 }, { "name": "Net income FY2019", "value": 3076000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": 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"price": 211.05, "value": 743529.15, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1534701/000177260326000012/" }, { "txn_date": "2026-07-20", "insider_name": "Sutherland Vanessa Allen", "role": "officer", "code": "S", "shares": 563.0, "price": 211.01, "value": 118798.62999999999, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1534701/000153470126000026/" }, { "txn_date": "2026-07-09", "insider_name": "Mitchell Kevin J", "role": "CFO", "code": "S", "shares": 11021.0, "price": 190.03, "value": 2094320.6300000001, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/1534701/000166321126000014/" }, { "txn_date": "2026-05-11", "insider_name": "Mitchell Kevin J", "role": "CFO", "code": "S", "shares": 600.0, "price": 171.56, "value": 102936.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1534701/000166321126000012/" }, { "txn_date": "2026-05-08", "insider_name": "Mitchell Kevin J", "role": "CFO", 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"https://data.sec.gov/api/xbrl/companyfacts/CIK0001534701.json", "news_items": [], "note": "Press releases are filed as 8-K exhibits; the 8-K link lists them with dates." }, "peer_context": { "graham": { "industry": "Petroleum Refining", "scored_peers": 4, "rank": null, "median": null }, "magic_formula": { "industry": "Petroleum Refining", "scored_peers": 1, "rank": null, "median": null }, "momentum": { "industry": "Petroleum Refining", "scored_peers": 6, "rank": 1, "median": 85.2, "top_peers": [ { "ticker": "PSX", "score": 87.5 }, { "ticker": "VLO", "score": 85.8 }, { "ticker": "MPC", "score": 85.7 }, { "ticker": "XOM", "score": 84.6 }, { "ticker": "CVX", "score": 83.4 } ] }, "insider": { "industry": "Petroleum Refining", "scored_peers": 6, "rank": 1, "median": 0.0, "top_peers": [ { "ticker": "COP", "score": 0.0 }, { "ticker": "CVX", "score": 0.0 }, { "ticker": "MPC", "score": 0.0 }, { "ticker": "PSX", "score": 0.0 }, { "ticker": "VLO", "score": 0.0 } ] }, "buffett": { "industry": "Petroleum Refining", "scored_peers": 1, "rank": null, "median": null }, "lynch": { "industry": "Petroleum Refining", "scored_peers": 5, "rank": 2, "median": 29.6, "top_peers": [ { "ticker": "COP", "score": 35.5 }, { "ticker": "PSX", "score": 35.2 }, { "ticker": "CVX", "score": 29.6 }, { "ticker": "VLO", "score": 27.5 }, { "ticker": "MPC", "score": 14.6 } ] }, "graham_enterprising": { "industry": "Petroleum Refining", "scored_peers": 5, "rank": 3, "median": 44.6, "top_peers": [ { "ticker": "VLO", "score": 65.0 }, { "ticker": "COP", "score": 50.0 }, { "ticker": "PSX", "score": 44.6 }, { "ticker": "CVX", "score": 42.6 }, { "ticker": "MPC", "score": 42.5 } ] }, "piotroski": { "industry": "Petroleum Refining", "scored_peers": 1, "rank": null, "median": null } }, "dossier": null, "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=PSX", "finviz": "https://finviz.com/quote.ashx?t=PSX", "stockanalysis": "https://stockanalysis.com/stocks/psx/", "seeking_alpha": "https://seekingalpha.com/symbol/PSX", "openinsider": "http://openinsider.com/search?q=PSX", "google_news": "https://news.google.com/rss/search?q=PSX+stock" }, "limits": [ "Magic Formula: insufficient data (no operating income in XBRL)", "Buffett Quality: partial, missing tests 5, 6, 7", "Piotroski F-Score: partial, missing tests 8", "News is not collected for this ticker; use the SEC 8-K and press-release links below" ], "machine_readable": { "stock_json": "https://theclaudetrader.com/s/PSX.json", "stock_md": "https://theclaudetrader.com/s/PSX.md", "packet": "https://theclaudetrader.com/r/PSX.json", "grid": "https://theclaudetrader.com/grid.json", "openapi": "https://theclaudetrader.com/openapi.json", "index": "https://theclaudetrader.com/llms.txt" }, "cite_as": "The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/PSX; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation." }