debt_leverage_profile
0.07x Total Debt / Equity (Conservative)
High
SEC-XBRL
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001534701-26-000006
geopolitical_supply_exposure
High intensity; The Strait of Hormuz — pre-war conduit for roughly one-fifth of global oil supply — has been effectively closed since the US/Israel-Iran war began in late February 2026, leaving Gulf production ~8 mb/d below pre-war levels while the US sanctions-waiver regime for Iranian crude (General License X, revoked July 7, 2026) shifts week to week.
Medium
GICS-commodity-overlay-v2
supply_chain_dependency
High
Medium
SEC-10K 0001534701-26-000006
international_expansion_readiness
Moderate
Medium
SEC-10K 0001534701-26-000006
geographic_footprint
International / Primarily North America with European operations
Medium
SEC-10K 0001534701-26-000006
commodity_exposure_profile
High intensity; commodities: crude oil (Brent/WTI), natural gas (Henry Hub/TTF/JKM), refined products (gasoline/diesel/jet fuel), natural gas liquids (NGLs), LNG, thermal coal; geopolitical: The Strait of Hormuz — pre-war conduit for roughly one-fifth of global oil supply — has been effectively closed since the US/Israel-Iran war began in late February 2026, leaving Gulf production ~8 mb/d below pre-war levels while the US sanctions-waiver regime for Iranian crude (General License X, revoked July 7, 2026) shifts week to week.
Medium
GICS-commodity-overlay-v2
vendor_lock_dependency_score
Moderate
Medium
SEC-10K 0001534701-26-000006
business_model_type_primary
Manufacturer / Integrated downstream energy provider
Medium
SEC-10K 0001534701-26-000006
business_model_type_secondary
Midstream / Pipeline transportation and storage operator
Medium
SEC-10K 0001534701-26-000006
switching_cost_profile
Low
Medium
SEC-10K 0001534701-26-000006
howey_test_risk_index
Low
Medium
SEC-10K 0001534701-26-000006
regulatory_burden_tier
High
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Moderate
Medium
SEC-10K 0001534701-26-000006
antitrust_exposure_flag
No
Medium
SEC-10K 0001534701-26-000006
regulatory_exposure_profile
High burden; regimes: EPA, FERC, DOE, CFTC, OSHA, SEC; Accelerating emissions mandates and methane rules threaten capex economics.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
Product sales / Transactional
Medium
SEC-10K 0001534701-26-000006
monetization_vector
Unit sales / Per-barrel transactional revenue
Medium
SEC-10K 0001534701-26-000006
pricing_architecture
Market-based / Commodity-indexed / Negotiated
Medium
SEC-10K 0001534701-26-000006
pricing_power_rating
Weak
Medium
SEC-10K 0001534701-26-000006
target_gross_margin_bracket
Refining gross margin 5-10%; midstream 40-55%; chemicals (CPChem) 20-30%; blended company gross margin approximately 12-18% across the cycle
Inferred
Agent_Inference
churn_vulnerability_index
Moderate
Medium
SEC-10K 0001534701-26-000006
headcount_cost_structure
Sublinear
Medium
SEC-10K 0001534701-26-000006
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0001534701-26-000006
franchise_compliance_risk
N-A
Medium
SEC-10K 0001534701-26-000006
customer_acquisition_metric
Direct sales / Supply contracts / Wholesale / Retail channels
Medium
SEC-10K 0001534701-26-000006
network_effect_present
No
Medium
SEC-10K 0001534701-26-000006
asset_efficiency_ratio
-6.7% Return on Assets (Negative equity)
High
SEC-XBRL
recession_resistance_tier
Cyclical
Medium
SEC-10K 0001534701-26-000006
customer_segment_primary
Enterprise / Institutional / Commercial
Medium
SEC-10K 0001534701-26-000006
customer_segment_secondary
Producer companies / Upstream oil and gas operators
Medium
SEC-10K 0001534701-26-000006
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "17-0000 Architecture and Engineering Occupations", "19-0000 Life, Physical, and Social Science Occupations", "23-0000 Legal Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "47-0000 Construction and Extraction Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.25 (HIL — ~25% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
capital_expenditure_profile
Capital mix shifting: ~40% to midstream/NGL growth, ~30% refinery sustaining/reliability, ~15% renewables/low-carbon (renewable fuels), ~15% chemicals; legacy refining capex declining as % of total
Inferred
Agent_Inference
sec_cik
0001534701
High
SEC-EDGAR
ticker
PSX
High
SEC-EDGAR
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0001534701-26-000006
insider_buys_6m
1
High
SEC-Form4 0001641265-26-000012..0001464559-26-000005
insider_sells_6m
16
High
SEC-Form4 0001641265-26-000012..0001464559-26-000005
insider_net_shares_6m
-163081
High
SEC-Form4 0001641265-26-000012..0001464559-26-000005
insider_last_transaction_date
2026-09-16
High
SEC-Form4 0001641265-26-000012..0001464559-26-000005
Insider_Dog_Checked
2026-10-04T23:31|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry
activist_13d_count_1y
0
Medium
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
4
Medium
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
Medium
SEC-13D/G registry, subject-verified