Phillips 66
PSX- 交易所
- NYSE
- 產業
- Petroleum Refining
- SEC CIK
- 0001534701
近 90 天，Phillips 66 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 2,109 家機構在 13F 申報持有，市值合計 $535.4 億；艾略特投資管理、Oakmark（Harris Associates）等 3 位大師持有。
2021 年第 2 季 13F 持有人
Phillips 66 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,327
- 較 2021 年第 1 季 +66 家
- 持有股數
- 3.07 億
- 較 2021 年第 1 季 +290.3 萬 (+1.0%)
- 總市值
- $263.0 億
- 較 2021 年第 1 季 +$15.6 億 (+6.3%)
- 新進機構
- 137
- 另有 500 家加碼
- 清倉機構
- 71
- 另有 458 家減碼
另有 11 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PSX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,109 | $535.4 億 |
| 2026 年第 1 季 | 2,132 | $569.8 億 |
| 2025 年第 4 季 | 1,904 | $399.1 億 |
| 2025 年第 3 季 | 1,838 | $416.2 億 |
| 2025 年第 2 季 | 1,765 | $374.0 億 |
| 2025 年第 1 季 | 1,796 | $379.0 億 |
| 2024 年第 4 季 | 1,782 | $349.2 億 |
| 2024 年第 3 季 | 1,775 | $398.4 億 |
| 2024 年第 2 季 | 1,787 | $442.0 億 |
| 2024 年第 1 季 | 1,879 | $522.3 億 |
| 2023 年第 4 季 | 1,793 | $437.3 億 |
| 2023 年第 3 季 | 1,664 | $385.1 億 |
| 2023 年第 2 季 | 1,542 | $308.8 億 |
| 2023 年第 1 季 | 1,573 | $334.1 億 |
| 2022 年第 4 季 | 1,575 | $351.1 億 |
| 2022 年第 3 季 | 1,419 | $273.8 億 |
| 2022 年第 2 季 | 1,445 | $283.3 億 |
| 2022 年第 1 季 | 1,451 | $291.4 億 |
| 2021 年第 4 季 | 1,358 | $222.1 億 |
| 2021 年第 3 季 | 1,239 | $212.3 億 |
| 2021 年第 2 季 | 1,327 | $263.0 億 |
| 2021 年第 1 季 | 1,272 | $250.1 億 |
2021 年第 2 季持有機構
每家機構持有 Phillips 66 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 20,733 | $177.9 萬 | 0.05% | −76,100−78.6% | 減碼 |
| Hartford Financial Management Inc. | 20,866 | $179.1 萬 | 0.44% | −61−0.3% | 減碼 |
| Wealth Advisory Solutions, LLC | 20,893 | $179.3 萬 | 0.43% | −230−1.1% | 減碼 |
| Annex Advisory Services, LLC | 21,077 | $180.5 萬 | 0.15% | +21,077 | 新進 |
| Compagnie Lombard Odier SCmA | 21,292 | $182.9 萬 | 0.04% | −11,156−34.4% | 減碼 |
| Neville Rodie & Shaw Inc | 21,372 | $183.4 萬 | 0.14% | 00.0% | 不變 |
| First Nebraska Trust Co | 21,484 | $184.4 萬 | 0.24% | −152−0.7% | 減碼 |
| Corient Capital Partners, LLC | 21,576 | $185.2 萬 | 0.14% | +3,318+18.2% | 加碼 |
| Exencial Wealth Advisors, LLC | 21,642 | $185.7 萬 | 0.10% | −1,524−6.6% | 減碼 |
| Illinois Municipal Retirement Fund | 21,719 | $186.4 萬 | 0.08% | −43,740−66.8% | 減碼 |
| Fundamentun, LLC | 21,793 | $187.0 萬 | 0.51% | +789+3.8% | 加碼 |
| Citizens National Bank Trust Department | 22,061 | $189.4 萬 | 0.54% | −1,335−5.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 22,145 | $190.0 萬 | 0.06% | −12,675−36.4% | 減碼 |
| River Wealth Advisors LLC | 22,262 | $191.1 萬 | 0.33% | +74+0.3% | 加碼 |
| Baxter Bros Inc | 22,296 | $191.3 萬 | 0.30% | −321−1.4% | 減碼 |
| Wilen Investment Management Corp. | 22,666 | $193.2 萬 | 1.66% | −250−1.1% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 22,581 | $193.8 萬 | 0.21% | −80.0% | 減碼 |
| City Holding Co | 22,664 | $194.5 萬 | 0.34% | +86+0.4% | 加碼 |
| Two Sigma Investments, LP | 22,700 | $194.8 萬 | 0.01% | +22,700 | 新進 |
| Winton Group Ltd | 22,838 | $196.0 萬 | 0.11% | +4,554+24.9% | 加碼 |
| Van Eck Associates Corp | 22,855 | $196.1 萬 | 0.00% | −750−3.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 23,247 | $199.5 萬 | 0.01% | +4,682+25.2% | 加碼 |
| Wealthfront Advisers LLC | 23,319 | $200.1 萬 | 0.01% | +9,862+73.3% | 加碼 |
| STRS Ohio | 23,426 | $201.0 萬 | 0.01% | −132,187−84.9% | 減碼 |
| Daiwa Securities Group Inc. | 23,462 | $201.4 萬 | 0.01% | +1,208+5.4% | 加碼 |
| Argyle Capital Management Inc. | 23,485 | $201.5 萬 | 0.65% | +400+1.7% | 加碼 |
| TD Private Client Wealth LLC | 23,676 | $203.2 萬 | 0.09% | +1,254+5.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 23,990 | $205.9 萬 | 0.03% | −2,500−9.4% | 減碼 |
| Garrison Asset Management, LLC | 24,073 | $206.6 萬 | 1.25% | +761+3.3% | 加碼 |
| Brookstone Capital Management | 25,367 | $207.1 萬 | 0.04% | +22,251+714.1% | 加碼 |
| Xponance, Inc. | 24,237 | $208.0 萬 | 0.04% | +3,471+16.7% | 加碼 |
| Deane Retirement Strategies, Inc. | 24,343 | $208.8 萬 | 1.15% | +393+1.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 24,524 | $210.4 萬 | 0.04% | +960+4.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 24,661 | $211.6 萬 | 0.04% | −302−1.2% | 減碼 |
| German American Bancorp, Inc. | 24,788 | $212.7 萬 | 0.33% | +1,158+4.9% | 加碼 |
| Pineno Levin & Ford Asset Management, Inc. | 24,949 | $214.1 萬 | 0.69% | −570−2.2% | 減碼 |
| Captrust Financial Advisors | 25,186 | $216.1 萬 | 0.02% | +4,232+20.2% | 加碼 |
| Torray LLC | 25,343 | $217.5 萬 | 0.32% | +2,459+10.7% | 加碼 |
| Kentucky Retirement Systems | 25,497 | $218.8 萬 | 0.10% | −2,903−10.2% | 減碼 |
| Johnson Investment Counsel Inc | 25,896 | $222.2 萬 | 0.03% | −1,013−3.8% | 減碼 |
| Orleans Capital Management Corp | 26,105 | $224.0 萬 | 1.43% | +2,180+9.1% | 加碼 |
| Level Four Advisory Services, LLC | 26,125 | $224.2 萬 | 0.16% | +743+2.9% | 加碼 |
| Profund Advisors LLC | 26,311 | $225.8 萬 | 0.08% | +2,933+12.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 26,343 | $226.1 萬 | 0.07% | −197−0.7% | 減碼 |
| Principle Wealth Partners LLC | 26,405 | $226.6 萬 | 0.26% | −154−0.6% | 減碼 |
| Inscription Capital, LLC | 26,405 | $226.6 萬 | 0.26% | +19,243+268.7% | 加碼 |
| Poehling Capital Management, LLC | 26,410 | $226.7 萬 | 0.72% | −641−2.4% | 減碼 |
| MACRO Consulting Group | 26,500 | $227.1 萬 | 1.17% | +897+3.5% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 26,649 | $228.7 萬 | 0.44% | +607+2.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 26,832 | $230.3 萬 | 0.12% | +397+1.5% | 加碼 |
| Private Advisor Group, LLC | 26,913 | $230.9 萬 | 0.02% | +1,208+4.7% | 加碼 |
| FIL Ltd | 27,018 | $231.9 萬 | 0.00% | −861−3.1% | 減碼 |
| Louisiana State Employees Retirement System | 27,300 | $234.3 萬 | 0.06% | +200+0.7% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,301 | $234.3 萬 | 0.72% | +2,529+10.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 27,544 | $236.3 萬 | 0.03% | 00.0% | 不變 |
| World Asset Management Inc | 27,685 | $237.6 萬 | 0.22% | −228−0.8% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 27,967 | $240.0 萬 | 1.28% | +10.0% | 加碼 |
| Brinker Capital Investments, LLC | 28,140 | $241.5 萬 | 0.03% | +4,575+19.4% | 加碼 |
| Rothschild Investment Corp | 28,178 | $241.8 萬 | 0.19% | −226−0.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 28,644 | $245.7 萬 | 0.09% | −1,179−4.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 28,762 | $246.8 萬 | 0.30% | +3,624+14.4% | 加碼 |
| SevenBridge Financial Group, LLC | 28,863 | $247.7 萬 | 0.81% | +1,197+4.3% | 加碼 |
| Claybrook Capital, LLC | 28,863 | $247.7 萬 | 0.81% | +28,863 | 新進 |
| Resources Investment Advisors, LLC. | 28,873 | $247.8 萬 | 0.10% | +15+0.1% | 加碼 |
| Central Trust Co | 29,070 | $249.5 萬 | 0.09% | −85−0.3% | 減碼 |
| Parsons Capital Management Inc | 29,087 | $249.6 萬 | 0.19% | −721−2.4% | 減碼 |
| New Mexico Educational Retirement Board | 29,128 | $250.0 萬 | 0.09% | +1,500+5.4% | 加碼 |
| Clearbridge Investments, LLC | 29,144 | $250.1 萬 | 0.00% | −18,315−38.6% | 減碼 |
| Bourgeon Capital Management LLC | 29,150 | $250.2 萬 | 0.54% | −75,155−72.1% | 減碼 |
| Regions Financial Corp | 29,260 | $251.1 萬 | 0.02% | +3,404+13.2% | 加碼 |
| Walleye Capital LLC | 29,427 | $252.5 萬 | 0.09% | +29,427 | 新進 |
| Strategic Financial Services, Inc, | 29,589 | $253.9 萬 | 0.20% | −1,273−4.1% | 減碼 |
| First American Bank | 29,807 | $255.8 萬 | 0.15% | +841+2.9% | 加碼 |
| Cerity Partners LLC | 29,913 | $256.7 萬 | 0.06% | −6,822−18.6% | 減碼 |
| Disciplined Investments, LLC | 30,045 | $257.8 萬 | 1.32% | +1,868+6.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 30,301 | $260.0 萬 | 0.10% | −622−2.0% | 減碼 |
| Visionary Wealth Advisors | 30,466 | $261.5 萬 | 0.26% | +178+0.6% | 加碼 |
| Panagora Asset Management Inc | 30,551 | $262.2 萬 | 0.01% | −754−2.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 30,683 | $263.3 萬 | 0.09% | −830−2.6% | 減碼 |
| Mirador Capital Partners LP | 30,688 | $263.4 萬 | 0.60% | +15,905+107.6% | 加碼 |
| Pacer Advisors, Inc. | 30,895 | $265.1 萬 | 0.04% | +6,943+29.0% | 加碼 |
| Prio Wealth Limited Partnership | 31,493 | $270.3 萬 | 0.09% | +150+0.5% | 加碼 |
| Capitolis Advisors LLC | 31,552 | $270.8 萬 | 0.03% | −6,867−17.9% | 減碼 |
| NewSquare Capital LLC | 31,563 | $270.9 萬 | 0.32% | +1,444+4.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 31,790 | $272.9 萬 | 0.01% | −4,821−13.2% | 減碼 |
| Simplex Trading, LLC | 31,814 | $273.0 萬 | 0.10% | −8,143−20.4% | 減碼 |
| Marathon Capital Management | 31,945 | $274.1 萬 | 0.63% | +50+0.2% | 加碼 |
| Hengehold Capital Management LLC | 31,939 | $274.1 萬 | 0.36% | +697+2.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 32,109 | $275.7 萬 | 0.03% | −23,909−42.7% | 減碼 |
| Kingsview Wealth Management, LLC | 31,681 | $275.9 萬 | 0.14% | +505+1.6% | 加碼 |
| Canal Insurance CO | 32,500 | $278.9 萬 | 0.98% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 32,605 | $279.8 萬 | 0.04% | +10,544+47.8% | 加碼 |
| Unison Advisors LLC | 32,749 | $281.1 萬 | 0.52% | +339+1.0% | 加碼 |
| Maryland State Retirement & Pension System | 33,413 | $282.2 萬 | 0.09% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 32,956 | $282.9 萬 | 0.00% | −2,413−6.8% | 減碼 |
| Opus Investment Management Inc | 33,489 | $287.4 萬 | 0.43% | 00.0% | 不變 |
| APG Asset Management N.V. | 39,793 | $288.0 萬 | 0.00% | −15,200−27.6% | 減碼 |
| Cornerstone Wealth Group, LLC | 41,042 | $289.6 萬 | 0.59% | +1,075+2.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 33,781 | $289.9 萬 | 0.01% | +1,325+4.1% | 加碼 |
| Park Avenue Securities LLC | 33,984 | $291.7 萬 | 0.06% | +2,462+7.8% | 加碼 |