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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 35,878 | $292.5 萬 | 0.15% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 35,225 | $302.3 萬 | 0.24% | −458−1.3% | 減碼 |
| Marco Investment Management LLC | 35,417 | $303.9 萬 | 0.35% | +5,903+20.0% | 加碼 |
| Colonial Trust Advisors | 35,473 | $304.4 萬 | 0.37% | +1,315+3.8% | 加碼 |
| Heritage Trust Co | 35,643 | $305.8 萬 | 0.44% | −2,468−6.5% | 減碼 |
| McDonald Partners LLC | 35,676 | $306.2 萬 | 0.72% | +389+1.1% | 加碼 |
| ING Groep NV | 35,962 | $308.6 萬 | 0.05% | +35,962 | 新進 |
| Quadrature Capital Ltd | 36,037 | $309.4 萬 | 0.12% | +12,572+53.6% | 加碼 |
| Norinchukin Bank, The | 36,230 | $310.9 萬 | 0.04% | −119−0.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 36,312 | $311.6 萬 | 0.03% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 36,477 | $313.0 萬 | 0.10% | +1,200+3.4% | 加碼 |
| Securian Asset Management, Inc | 36,858 | $316.3 萬 | 0.06% | −107−0.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 36,896 | $316.6 萬 | 0.28% | −946−2.5% | 減碼 |
| Beacon Financial Group | 44,638 | $317.5 萬 | 0.45% | −203−0.5% | 減碼 |
| Westpac Banking Corp | 37,001 | $317.5 萬 | 0.03% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,022 | $317.7 萬 | 0.08% | +858+2.4% | 加碼 |
| Nachman Norwood & Parrott, Inc | 37,120 | $318.6 萬 | 0.32% | +3,964+12.0% | 加碼 |
| Leavell Investment Management, Inc. | 39,085 | $318.7 萬 | 0.26% | 00.0% | 不變 |
| Jane Street Group, LLC | 37,245 | $319.6 萬 | 0.01% | −5,483−12.8% | 減碼 |
| Farmers & Merchants Investments Inc | 37,373 | $320.7 萬 | 0.14% | +42+0.1% | 加碼 |
| Pinnacle Associates Ltd | 38,058 | $326.6 萬 | 0.06% | −318−0.8% | 減碼 |
| Davenport & Co LLC | 38,138 | $327.3 萬 | 0.03% | +1,262+3.4% | 加碼 |
| Umb Bank N A | 38,213 | $328.0 萬 | 0.08% | +5,131+15.5% | 加碼 |
| Atria Investments LLC | 38,252 | $328.3 萬 | 0.06% | +5,067+15.3% | 加碼 |
| Becker Capital Management Inc | 38,269 | $328.4 萬 | 0.14% | +1,716+4.7% | 加碼 |
| Cushing Asset Management, LP | 38,273 | $328.5 萬 | 0.32% | 00.0% | 不變 |
| CIBC Asset Management Inc | 38,480 | $330.2 萬 | 0.01% | +65+0.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 38,913 | $334.0 萬 | 0.02% | −1,125−2.8% | 減碼 |
| Fiera Capital Corp | 39,023 | $334.9 萬 | 0.01% | 00.0% | 不變 |
| Stolper Co | 40,576 | $348.2 萬 | 1.64% | +613+1.5% | 加碼 |
| Hantz Financial Services, Inc. | 40,750 | $349.7 萬 | 0.13% | +2,591+6.8% | 加碼 |
| HM Payson & Co | 40,804 | $350.2 萬 | 0.09% | −2,349−5.4% | 減碼 |
| Fluent Financial, LLC | 41,302 | $354.5 萬 | 1.52% | +4,979+13.7% | 加碼 |
| FDx Advisors, Inc. | 41,517 | $356.3 萬 | 0.12% | +4,662+12.6% | 加碼 |
| Ancora Advisors, LLC | 42,133 | $361.6 萬 | 0.10% | −2,281−5.1% | 減碼 |
| Telos Capital Management, Inc. | 42,827 | $367.5 萬 | 0.49% | +1,499+3.6% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 42,831 | $367.6 萬 | 1.21% | −1,274−2.9% | 減碼 |
| Cohen & Steers, Inc. | 43,660 | $374.7 萬 | 0.01% | +1,074+2.5% | 加碼 |
| Schroder Investment Management Group | 43,694 | $374.9 萬 | 0.00% | +2,618+6.4% | 加碼 |
| Oppenheimer & Co Inc | 43,906 | $376.8 萬 | 0.07% | +1,306+3.1% | 加碼 |
| Brown Advisory Inc | 44,470 | $381.7 萬 | 0.01% | −1,394−3.0% | 減碼 |
| MUFG Americas Holdings Corp | 44,958 | $385.8 萬 | 0.07% | +2,849+6.8% | 加碼 |
| Nissay Asset Management Corp | 45,397 | $389.6 萬 | 0.03% | +2,804+6.6% | 加碼 |
| Blueshift Asset Management, LLC | 46,242 | $396.8 萬 | 0.22% | +38,408+490.3% | 加碼 |
| Veritable, L.P. | 46,243 | $396.9 萬 | 0.06% | −1,832−3.8% | 減碼 |
| Canada Pension Plan Investment Board | 46,807 | $401.7 萬 | 0.00% | +5,548+13.4% | 加碼 |
| Rodgers Brothers Inc. | 47,978 | $411.7 萬 | 0.79% | +7,445+18.4% | 加碼 |
| Wintrust Investments LLC | 48,290 | $414.4 萬 | 0.43% | +6,585+15.8% | 加碼 |
| Providence Capital Advisors, LLC | 48,298 | $414.5 萬 | 1.35% | +1,167+2.5% | 加碼 |
| Shelton Capital Management | 49,301 | $423.1 萬 | 0.16% | −41,353−45.6% | 減碼 |
| Advisory Services Network, LLC | 49,297 | $423.1 萬 | 0.13% | +845+1.7% | 加碼 |
| Pacific Heights Asset Management LLC | 50,000 | $429.1 萬 | 0.39% | −10,000−16.7% | 減碼 |
| RBF Capital, LLC | 50,000 | $429.1 萬 | 0.24% | 00.0% | 不變 |
| Simmons Bank | 50,101 | $430.0 萬 | 0.31% | −1,092−2.1% | 減碼 |
| Avantax Advisory Services, Inc. | 50,281 | $431.4 萬 | 0.08% | −5,498−9.9% | 減碼 |
| Morgan Dempsey Capital Management LLC | 50,530 | $433.6 萬 | 1.36% | +50,530 | 新進 |
| Chatham Capital Group, Inc. | 50,682 | $435.0 萬 | 0.84% | +395+0.8% | 加碼 |
| People's United Financial, Inc. | 50,731 | $435.4 萬 | 0.10% | −976−1.9% | 減碼 |
| Huntington National Bank | 50,769 | $435.8 萬 | 0.04% | +7,909+18.5% | 加碼 |
| Meyer Handelman Co | 50,880 | $436.7 萬 | 0.17% | −4,917−8.8% | 減碼 |
| Commerce Bank | 51,426 | $441.3 萬 | 0.03% | −30−0.1% | 減碼 |
| United Capital Financial Advisers, LLC | 51,606 | $442.9 萬 | 0.02% | +1,530+3.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 52,671 | $452.0 萬 | 0.74% | +628+1.2% | 加碼 |
| United Services Automobile Association | 53,051 | $455.2 萬 | 0.08% | −101,364−65.6% | 減碼 |
| Hartford Investment Management Co | 53,076 | $455.5 萬 | 0.11% | +5,347+11.2% | 加碼 |
| Nkcfo LLC | 53,200 | $456.6 萬 | 1.53% | 00.0% | 不變 |
| FourThought Financial, LLC | 53,218 | $456.7 萬 | 0.61% | +9,901+22.9% | 加碼 |
| Metropolitan Life Insurance Co | 53,249 | $457.0 萬 | 0.06% | −697−1.3% | 減碼 |
| Chemung Canal Trust Co | 53,895 | $462.5 萬 | 0.88% | +6,655+14.1% | 加碼 |
| Icon Advisers Inc | 55,000 | $472.0 萬 | 0.77% | −37,000−40.2% | 減碼 |
| Sompo Asset Management Co., Ltd. | 55,025 | $472.2 萬 | 0.97% | +19,310+54.1% | 加碼 |
| Buckingham Capital Management, Inc. | 55,089 | $472.8 萬 | 0.76% | −335−0.6% | 減碼 |
| Cary Street Partners Asset Management LLC | 55,262 | $474.3 萬 | 1.13% | −43,888−44.3% | 減碼 |
| Alley Co LLC | 55,742 | $478.4 萬 | 0.87% | +253+0.5% | 加碼 |
| QS Investors, LLC | 55,846 | $479.3 萬 | 0.06% | −2,374−4.1% | 減碼 |
| IFM Investors Pty Ltd | 56,601 | $485.7 萬 | 0.10% | +8,947+18.8% | 加碼 |
| Mutual of America Capital Management LLC | 57,130 | $490.3 萬 | 0.05% | +474+0.8% | 加碼 |
| Country Club Trust Company, n.a. | 59,061 | $502.7 萬 | 0.44% | +1,938+3.4% | 加碼 |
| Natixis | 58,614 | $503.0 萬 | 0.02% | +58,614 | 新進 |
| Royal Fund Management, LLC | 59,541 | $510.9 萬 | 0.85% | +59,541 | 新進 |
| Viking Fund Management LLC | 60,000 | $514.9 萬 | 1.47% | −1,800−2.9% | 減碼 |
| Fifth Third Bancorp | 60,297 | $517.5 萬 | 0.02% | −6,719−10.0% | 減碼 |
| Bridge Creek Capital Management LLC | 27,217 | $519.2 萬 | 1.96% | −995−3.5% | 減碼 |
| Tweedy, Browne Co LLC | 61,608 | $528.7 萬 | 0.15% | −1,379−2.2% | 減碼 |
| Montgomery Investment Management Inc | 61,902 | $531.3 萬 | 1.97% | −1,250−2.0% | 減碼 |
| Sitrin Capital Management LLC | 63,047 | $541.1 萬 | 2.44% | +193+0.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 63,317 | $543.4 萬 | 0.09% | −958−1.5% | 減碼 |
| Atlantic Union Bankshares Corp | 64,618 | $554.5 萬 | 0.54% | +3,231+5.3% | 加碼 |
| Aristotle Atlantic Partners, LLC | 64,857 | $556.6 萬 | 0.37% | +4,028+6.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 65,662 | $563.6 萬 | 0.01% | −10,125−13.4% | 減碼 |
| Foundation Resource Management Inc | 66,993 | $574.9 萬 | 1.29% | −2,032−2.9% | 減碼 |
| DT Investment Partners, LLC | 67,015 | $575.1 萬 | 0.80% | −9,892−12.9% | 減碼 |
| D.A. Davidson & Co. | 67,152 | $576.3 萬 | 0.07% | +2,607+4.0% | 加碼 |
| Kornitzer Capital Management Inc | 67,180 | $576.5 萬 | 0.09% | −548−0.8% | 減碼 |
| Adams Asset Advisors, LLC | 67,900 | $582.7 萬 | 1.14% | +3,532+5.5% | 加碼 |
| Public Sector Pension Investment Board | 68,635 | $589.0 萬 | 0.04% | +27,260+65.9% | 加碼 |
| Bank of Nova Scotia | 68,944 | $591.7 萬 | 0.01% | −448,397−86.7% | 減碼 |
| Mackay Shields LLC | 68,997 | $592.1 萬 | 0.06% | −10,188−12.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 69,235 | $594.2 萬 | 0.05% | +158+0.2% | 加碼 |
| Kestra Advisory Services, LLC | 71,011 | $609.4 萬 | 0.07% | +9,510+15.5% | 加碼 |