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 |
|---|---|---|---|---|---|
| Allstate Corp | 6,173 | $53.0 萬 | 0.02% | −1,153−15.7% | 減碼 |
| Symmetry Partners, LLC | 6,174 | $53.0 萬 | 0.04% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,185 | $53.1 萬 | 0.03% | +423+7.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 6,243 | $53.5 萬 | 0.04% | +301+5.1% | 加碼 |
| Baker Tilly Wealth Management, LLC | 6,302 | $54.1 萬 | 0.09% | +181+3.0% | 加碼 |
| Patten Group, Inc. | 6,315 | $54.2 萬 | 0.16% | +147+2.4% | 加碼 |
| PRW Wealth Management LLC | 6,315 | $54.2 萬 | 0.16% | +6,315 | 新進 |
| Argent Trust Co | 6,353 | $54.4 萬 | 0.04% | +203+3.3% | 加碼 |
| Fiduciary Group LLC | 7,604 | $54.5 萬 | 0.06% | 00.0% | 不變 |
| NFJ Investment Group, LLC | 6,374 | $54.7 萬 | 0.01% | +6,366+79,575.0% | 加碼 |
| American Portfolios Advisors | 6,393 | $54.9 萬 | 0.02% | +38+0.6% | 加碼 |
| Greenleaf Trust | 6,406 | $55.0 萬 | 0.01% | +428+7.2% | 加碼 |
| South Street Advisors LLC | 6,420 | $55.1 萬 | 0.10% | +6,420 | 新進 |
| Cerro Pacific Wealth Advisors LLC | 6,437 | $55.2 萬 | 0.41% | +6,437 | 新進 |
| Carroll Financial Associates, Inc. | 6,459 | $55.4 萬 | 0.03% | −1,019−13.6% | 減碼 |
| Wealth Alliance | 6,455 | $55.4 萬 | 0.13% | +139+2.2% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 6,485 | $55.7 萬 | 0.11% | +866+15.4% | 加碼 |
| Arrow Financial Corp | 6,513 | $55.8 萬 | 0.07% | −23,845−78.5% | 減碼 |
| U S Global Investors Inc | 6,500 | $55.8 萬 | 0.02% | 00.0% | 不變 |
| Miller Investment Management, LP | 6,500 | $55.8 萬 | 0.10% | 00.0% | 不變 |
| Transform Wealth, LLC | 6,512 | $55.9 萬 | 0.07% | +396+6.5% | 加碼 |
| Harbor Investment Advisory, LLC | 6,566 | $56.3 萬 | 0.08% | +56+0.9% | 加碼 |
| Capital Asset Advisory Services LLC | 6,572 | $56.4 萬 | 0.06% | +560+9.3% | 加碼 |
| America First Investment Advisors, LLC | 6,580 | $56.5 萬 | 0.17% | 00.0% | 不變 |
| MTM Investment Management, LLC | 6,590 | $56.6 萬 | 0.30% | 00.0% | 不變 |
| Peoples Bank | 6,630 | $56.9 萬 | 0.30% | −145−2.1% | 減碼 |
| Flputnam Investment Management Co | 6,661 | $57.2 萬 | 0.02% | +103+1.6% | 加碼 |
| J. W. Coons Advisors, LLC | 6,666 | $57.3 萬 | 0.20% | −150−2.2% | 減碼 |
| Centaurus Financial, Inc. | 6,715 | $57.6 萬 | 0.05% | +1,476+28.2% | 加碼 |
| Weatherly Asset Management L. P. | 6,860 | $58.9 萬 | 0.07% | −37−0.5% | 減碼 |
| Dearborn Partners LLC | 6,901 | $59.2 萬 | 0.02% | +1,103+19.0% | 加碼 |
| Nomura Holdings Inc | 6,914 | $59.3 萬 | 0.00% | −12,132−63.7% | 減碼 |
| ARGI Investment Services, LLC | 6,905 | $59.3 萬 | 0.02% | −94−1.3% | 減碼 |
| Navalign, LLC | 6,931 | $59.5 萬 | 0.25% | +430+6.6% | 加碼 |
| Swiss Life Asset Management Ltd | 7,044 | $59.6 萬 | 0.01% | +560+8.6% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 6,968 | $59.8 萬 | 0.00% | −5,933−46.0% | 減碼 |
| Agf Investments Inc. | 6,963 | $59.8 萬 | 0.00% | −1,356−16.3% | 減碼 |
| Bank Ozk | 7,015 | $60.2 萬 | 0.27% | −723−9.3% | 減碼 |
| Linscomb & Williams, Inc. | 7,023 | $60.3 萬 | 0.03% | −14−0.2% | 減碼 |
| Palisade Asset Management, LLC | 7,035 | $60.4 萬 | 0.07% | −30−0.4% | 減碼 |
| Welch & Forbes LLC | 7,046 | $60.4 萬 | 0.01% | +353+5.3% | 加碼 |
| Peoples Financial Services Corp. | 7,060 | $60.6 萬 | 0.25% | −50−0.7% | 減碼 |
| FRG Family Wealth Advisors LLC | 7,061 | $60.6 萬 | 0.12% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 7,066 | $60.6 萬 | 0.06% | +1,465+26.2% | 加碼 |
| Mairs & Power Inc | 7,087 | $60.8 萬 | 0.01% | −5,779−44.9% | 減碼 |
| AQR Capital Management LLC | 7,085 | $60.8 萬 | 0.00% | +12+0.2% | 加碼 |
| Comerica Securities,inc. | 7,102 | $60.9 萬 | 0.05% | −128−1.8% | 減碼 |
| Columbia Trust Co 01012016 | 7,100 | $60.9 萬 | 0.35% | +2,081+41.5% | 加碼 |
| Adell Harriman & Carpenter Inc | 7,136 | $61.2 萬 | 0.06% | −261−3.5% | 減碼 |
| Brewin Dolphin Ltd | 7,165 | $61.5 萬 | 0.03% | 00.0% | 不變 |
| Lazard Asset Management LLC | 7,190 | $61.6 萬 | 0.00% | −738−9.3% | 減碼 |
| BerganKDV Wealth Management, LLC | 7,191 | $61.7 萬 | 0.07% | −29−0.4% | 減碼 |
| AdvisorNet Financial, Inc | 7,185 | $61.7 萬 | 0.04% | −29−0.4% | 減碼 |
| Arkadios Wealth Advisors | 7,231 | $62.0 萬 | 0.08% | +1,907+35.8% | 加碼 |
| Sandy Spring Bank | 7,255 | $62.2 萬 | 0.03% | −68−0.9% | 減碼 |
| Karpas Strategies, LLC | 7,262 | $62.3 萬 | 0.22% | 00.0% | 不變 |
| RFG Advisory, LLC | 7,281 | $62.5 萬 | 0.06% | +1,106+17.9% | 加碼 |
| Pacific Global Investment Management CO | 7,289 | $62.6 萬 | 0.12% | −1,002−12.1% | 減碼 |
| Vestcor Inc | 7,331 | $62.9 萬 | 0.02% | −801−9.8% | 減碼 |
| JustInvest LLC | 7,324 | $62.9 萬 | 0.07% | +1,852+33.8% | 加碼 |
| Waldron Private Wealth LLC | 7,349 | $63.0 萬 | 0.04% | +4,526+160.3% | 加碼 |
| Pearl River Capital, LLC | 7,337 | $63.0 萬 | 0.17% | +7,337 | 新進 |
| Aull & Monroe Investment Management Corp | 7,352 | $63.1 萬 | 0.30% | 00.0% | 不變 |
| Bank Hapoalim BM | 7,347 | $63.1 萬 | 0.07% | +774+11.8% | 加碼 |
| Covington Capital Management | 7,354 | $63.1 萬 | 0.02% | +1,465+24.9% | 加碼 |
| Meeder Asset Management Inc | 7,360 | $63.2 萬 | 0.03% | −3,090−29.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 7,454 | $64.0 萬 | 0.05% | −2,335−23.9% | 減碼 |
| Belpointe Asset Management LLC | 7,455 | $64.0 萬 | 0.05% | +1,071+16.8% | 加碼 |
| Cypress Capital Management LLC | 7,466 | $64.1 萬 | 0.08% | 00.0% | 不變 |
| Glenview Trust Co | 7,477 | $64.2 萬 | 0.02% | −368−4.7% | 減碼 |
| First Manhattan Co | 7,542 | $64.7 萬 | 0.00% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 7,566 | $64.9 萬 | 0.02% | +165+2.2% | 加碼 |
| IndexIQ Advisors LLC | 7,614 | $65.3 萬 | 0.02% | +322+4.4% | 加碼 |
| Snowden Capital Advisors LLC | 7,644 | $65.6 萬 | 0.03% | +2,672+53.7% | 加碼 |
| Independent Advisor Alliance | 7,648 | $65.6 萬 | 0.04% | +1,187+18.4% | 加碼 |
| Banque Cantonale Vaudoise | 7,702 | $66.1 萬 | 0.03% | −2,200−22.2% | 減碼 |
| Independent Financial Group, LLC | 7,706 | $66.1 萬 | 0.07% | +849+12.4% | 加碼 |
| Institute for Wealth Management, LLC. | 7,737 | $66.4 萬 | 0.12% | +277+3.7% | 加碼 |
| Veriti Management LLC | 7,844 | $67.3 萬 | 0.10% | +983+14.3% | 加碼 |
| EP Wealth Advisors, LLC | 7,837 | $67.3 萬 | 0.02% | +1,748+28.7% | 加碼 |
| King Luther Capital Management Corp | 7,984 | $68.5 萬 | 0.00% | +2,336+41.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,034 | $69.0 萬 | 0.17% | +115+1.5% | 加碼 |
| WealthTrust Axiom LLC | 8,059 | $69.1 萬 | 0.22% | −614−7.1% | 減碼 |
| Boenning & Scattergood, Inc. | 8,109 | $69.6 萬 | 0.12% | −712−8.1% | 減碼 |
| Verity Asset Management, Inc. | 8,109 | $69.6 萬 | 0.38% | +76+0.9% | 加碼 |
| Wimmer Associates 1, LLC | 8,151 | $70.0 萬 | 0.41% | −20−0.2% | 減碼 |
| Bull Street Advisors, LLC | 8,151 | $70.0 萬 | 0.37% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 8,191 | $70.3 萬 | 0.18% | 00.0% | 不變 |
| X-Square Capital, LLC | 8,204 | $70.4 萬 | 0.33% | +2,323+39.5% | 加碼 |
| Baker Ellis Asset Management LLC | 8,220 | $70.5 萬 | 0.14% | −240−2.8% | 減碼 |
| American National Insurance Co | 8,300 | $71.2 萬 | 0.03% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 8,325 | $71.4 萬 | 0.10% | +8,325 | 新進 |
| Edge Capital Group, LLC | 8,400 | $72.1 萬 | 0.06% | −525−5.9% | 減碼 |
| Sunbelt Securities, Inc. | 9,722 | $72.4 萬 | 0.13% | +800+9.0% | 加碼 |
| Credit Agricole S A | 8,461 | $72.6 萬 | 0.02% | −4,848−36.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 8,468 | $72.7 萬 | 0.02% | +2,435+40.4% | 加碼 |
| Echo Street Capital Management LLC | 8,482 | $72.8 萬 | 0.01% | +8,482 | 新進 |
| North Star Investment Management Corp. | 8,534 | $73.2 萬 | 0.06% | −87−1.0% | 減碼 |
| Hilltop Holdings Inc. | 8,528 | $73.2 萬 | 0.08% | −12−0.1% | 減碼 |
| Marshall Wace, LLP | 8,589 | $73.7 萬 | 0.00% | −59,385−87.4% | 減碼 |