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 |
|---|---|---|---|---|---|
| Cushing Asset Management, LP | 38,273 | $328.5 萬 | 0.32% | 00.0% | 不變 |
| Becker Capital Management Inc | 38,269 | $328.4 萬 | 0.14% | +1,716+4.7% | 加碼 |
| Atria Investments LLC | 38,252 | $328.3 萬 | 0.06% | +5,067+15.3% | 加碼 |
| Umb Bank N A | 38,213 | $328.0 萬 | 0.08% | +5,131+15.5% | 加碼 |
| Davenport & Co LLC | 38,138 | $327.3 萬 | 0.03% | +1,262+3.4% | 加碼 |
| Pinnacle Associates Ltd | 38,058 | $326.6 萬 | 0.06% | −318−0.8% | 減碼 |
| Farmers & Merchants Investments Inc | 37,373 | $320.7 萬 | 0.14% | +42+0.1% | 加碼 |
| Jane Street Group, LLC | 37,245 | $319.6 萬 | 0.01% | −5,483−12.8% | 減碼 |
| Leavell Investment Management, Inc. | 39,085 | $318.7 萬 | 0.26% | 00.0% | 不變 |
| Nachman Norwood & Parrott, Inc | 37,120 | $318.6 萬 | 0.32% | +3,964+12.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,022 | $317.7 萬 | 0.08% | +858+2.4% | 加碼 |
| Westpac Banking Corp | 37,001 | $317.5 萬 | 0.03% | 00.0% | 不變 |
| Beacon Financial Group | 44,638 | $317.5 萬 | 0.45% | −203−0.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 36,896 | $316.6 萬 | 0.28% | −946−2.5% | 減碼 |
| Securian Asset Management, Inc | 36,858 | $316.3 萬 | 0.06% | −107−0.3% | 減碼 |
| Regentatlantic Capital LLC | 36,477 | $313.0 萬 | 0.10% | +1,200+3.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 36,312 | $311.6 萬 | 0.03% | 00.0% | 不變 |
| Norinchukin Bank, The | 36,230 | $310.9 萬 | 0.04% | −119−0.3% | 減碼 |
| Quadrature Capital Ltd | 36,037 | $309.4 萬 | 0.12% | +12,572+53.6% | 加碼 |
| ING Groep NV | 35,962 | $308.6 萬 | 0.05% | +35,962 | 新進 |
| McDonald Partners LLC | 35,676 | $306.2 萬 | 0.72% | +389+1.1% | 加碼 |
| Heritage Trust Co | 35,643 | $305.8 萬 | 0.44% | −2,468−6.5% | 減碼 |
| Colonial Trust Advisors | 35,473 | $304.4 萬 | 0.37% | +1,315+3.8% | 加碼 |
| Marco Investment Management LLC | 35,417 | $303.9 萬 | 0.35% | +5,903+20.0% | 加碼 |
| Trustmark National Bank Trust Department | 35,225 | $302.3 萬 | 0.24% | −458−1.3% | 減碼 |
| First National Bank of Omaha | 35,878 | $292.5 萬 | 0.15% | 00.0% | 不變 |
| Park Avenue Securities LLC | 33,984 | $291.7 萬 | 0.06% | +2,462+7.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 33,781 | $289.9 萬 | 0.01% | +1,325+4.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 41,042 | $289.6 萬 | 0.59% | +1,075+2.7% | 加碼 |
| APG Asset Management N.V. | 39,793 | $288.0 萬 | 0.00% | −15,200−27.6% | 減碼 |
| Opus Investment Management Inc | 33,489 | $287.4 萬 | 0.43% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 32,956 | $282.9 萬 | 0.00% | −2,413−6.8% | 減碼 |
| Maryland State Retirement & Pension System | 33,413 | $282.2 萬 | 0.09% | 00.0% | 不變 |
| Unison Advisors LLC | 32,749 | $281.1 萬 | 0.52% | +339+1.0% | 加碼 |
| Cetera Advisor Networks LLC | 32,605 | $279.8 萬 | 0.04% | +10,544+47.8% | 加碼 |
| Canal Insurance CO | 32,500 | $278.9 萬 | 0.98% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 31,681 | $275.9 萬 | 0.14% | +505+1.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 32,109 | $275.7 萬 | 0.03% | −23,909−42.7% | 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 |
| Simplex Trading, LLC | 31,814 | $273.0 萬 | 0.10% | −8,143−20.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 31,790 | $272.9 萬 | 0.01% | −4,821−13.2% | 減碼 |
| NewSquare Capital LLC | 31,563 | $270.9 萬 | 0.32% | +1,444+4.8% | 加碼 |
| Capitolis Advisors LLC | 31,552 | $270.8 萬 | 0.03% | −6,867−17.9% | 減碼 |
| Prio Wealth Limited Partnership | 31,493 | $270.3 萬 | 0.09% | +150+0.5% | 加碼 |
| Pacer Advisors, Inc. | 30,895 | $265.1 萬 | 0.04% | +6,943+29.0% | 加碼 |
| Mirador Capital Partners LP | 30,688 | $263.4 萬 | 0.60% | +15,905+107.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 30,683 | $263.3 萬 | 0.09% | −830−2.6% | 減碼 |
| Panagora Asset Management Inc | 30,551 | $262.2 萬 | 0.01% | −754−2.4% | 減碼 |
| Visionary Wealth Advisors | 30,466 | $261.5 萬 | 0.26% | +178+0.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 30,301 | $260.0 萬 | 0.10% | −622−2.0% | 減碼 |
| Disciplined Investments, LLC | 30,045 | $257.8 萬 | 1.32% | +1,868+6.6% | 加碼 |
| Cerity Partners LLC | 29,913 | $256.7 萬 | 0.06% | −6,822−18.6% | 減碼 |
| First American Bank | 29,807 | $255.8 萬 | 0.15% | +841+2.9% | 加碼 |
| Strategic Financial Services, Inc, | 29,589 | $253.9 萬 | 0.20% | −1,273−4.1% | 減碼 |
| Walleye Capital LLC | 29,427 | $252.5 萬 | 0.09% | +29,427 | 新進 |
| Regions Financial Corp | 29,260 | $251.1 萬 | 0.02% | +3,404+13.2% | 加碼 |
| Bourgeon Capital Management LLC | 29,150 | $250.2 萬 | 0.54% | −75,155−72.1% | 減碼 |
| Clearbridge Investments, LLC | 29,144 | $250.1 萬 | 0.00% | −18,315−38.6% | 減碼 |
| New Mexico Educational Retirement Board | 29,128 | $250.0 萬 | 0.09% | +1,500+5.4% | 加碼 |
| Parsons Capital Management Inc | 29,087 | $249.6 萬 | 0.19% | −721−2.4% | 減碼 |
| Central Trust Co | 29,070 | $249.5 萬 | 0.09% | −85−0.3% | 減碼 |
| Resources Investment Advisors, LLC. | 28,873 | $247.8 萬 | 0.10% | +15+0.1% | 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 |
| Gladstone Institutional Advisory LLC | 28,762 | $246.8 萬 | 0.30% | +3,624+14.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 28,644 | $245.7 萬 | 0.09% | −1,179−4.0% | 減碼 |
| Rothschild Investment Corp | 28,178 | $241.8 萬 | 0.19% | −226−0.8% | 減碼 |
| Brinker Capital Investments, LLC | 28,140 | $241.5 萬 | 0.03% | +4,575+19.4% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 27,967 | $240.0 萬 | 1.28% | +10.0% | 加碼 |
| World Asset Management Inc | 27,685 | $237.6 萬 | 0.22% | −228−0.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 27,544 | $236.3 萬 | 0.03% | 00.0% | 不變 |
| 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 |
| FIL Ltd | 27,018 | $231.9 萬 | 0.00% | −861−3.1% | 減碼 |
| Private Advisor Group, LLC | 26,913 | $230.9 萬 | 0.02% | +1,208+4.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 26,832 | $230.3 萬 | 0.12% | +397+1.5% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 26,649 | $228.7 萬 | 0.44% | +607+2.3% | 加碼 |
| MACRO Consulting Group | 26,500 | $227.1 萬 | 1.17% | +897+3.5% | 加碼 |
| Poehling Capital Management, LLC | 26,410 | $226.7 萬 | 0.72% | −641−2.4% | 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 |
| Ferguson Wellman Capital Management, Inc | 26,343 | $226.1 萬 | 0.07% | −197−0.7% | 減碼 |
| Profund Advisors LLC | 26,311 | $225.8 萬 | 0.08% | +2,933+12.5% | 加碼 |
| Level Four Advisory Services, LLC | 26,125 | $224.2 萬 | 0.16% | +743+2.9% | 加碼 |
| Orleans Capital Management Corp | 26,105 | $224.0 萬 | 1.43% | +2,180+9.1% | 加碼 |
| Johnson Investment Counsel Inc | 25,896 | $222.2 萬 | 0.03% | −1,013−3.8% | 減碼 |
| Kentucky Retirement Systems | 25,497 | $218.8 萬 | 0.10% | −2,903−10.2% | 減碼 |
| Torray LLC | 25,343 | $217.5 萬 | 0.32% | +2,459+10.7% | 加碼 |
| Captrust Financial Advisors | 25,186 | $216.1 萬 | 0.02% | +4,232+20.2% | 加碼 |
| Pineno Levin & Ford Asset Management, Inc. | 24,949 | $214.1 萬 | 0.69% | −570−2.2% | 減碼 |
| German American Bancorp, Inc. | 24,788 | $212.7 萬 | 0.33% | +1,158+4.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 24,661 | $211.6 萬 | 0.04% | −302−1.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 24,524 | $210.4 萬 | 0.04% | +960+4.1% | 加碼 |
| Deane Retirement Strategies, Inc. | 24,343 | $208.8 萬 | 1.15% | +393+1.6% | 加碼 |
| Xponance, Inc. | 24,237 | $208.0 萬 | 0.04% | +3,471+16.7% | 加碼 |
| Brookstone Capital Management | 25,367 | $207.1 萬 | 0.04% | +22,251+714.1% | 加碼 |
| Garrison Asset Management, LLC | 24,073 | $206.6 萬 | 1.25% | +761+3.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 23,990 | $205.9 萬 | 0.03% | −2,500−9.4% | 減碼 |
| TD Private Client Wealth LLC | 23,676 | $203.2 萬 | 0.09% | +1,254+5.6% | 加碼 |