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 |
|---|---|---|---|---|---|
| Armor Investment Advisors, LLC | 14,706 | $126.2 萬 | 0.76% | +243+1.7% | 加碼 |
| Evercore Wealth Management, LLC | 14,690 | $126.0 萬 | 0.02% | −2,117−12.6% | 減碼 |
| Shell Asset Management Co | 14,637 | $125.6 萬 | 0.02% | −3,640−19.9% | 減碼 |
| Doheny Asset Management | 14,572 | $125.1 萬 | 0.81% | +4,990+52.1% | 加碼 |
| Trust Co of Oklahoma | 14,384 | $123.4 萬 | 0.42% | +10,532+273.4% | 加碼 |
| American Century Companies Inc | 14,247 | $122.2 萬 | 0.00% | −378,979−96.4% | 減碼 |
| Frontier Wealth Management LLC | 14,210 | $122.0 萬 | 0.09% | −440−3.0% | 減碼 |
| Voloridge Investment Management, LLC | 14,165 | $121.6 萬 | 0.01% | +14,165 | 新進 |
| Nwam LLC | 14,164 | $121.6 萬 | 0.11% | +14,164 | 新進 |
| Connecticut Wealth Management, LLC | 14,107 | $121.1 萬 | 0.11% | −629−4.3% | 減碼 |
| Synovus Financial Corp | 14,105 | $120.6 萬 | 0.01% | −376−2.6% | 減碼 |
| Logan Capital Management Inc | 13,989 | $120.0 萬 | 0.06% | +20.0% | 加碼 |
| BBR Partners, LLC | 13,943 | $119.7 萬 | 0.09% | −78−0.6% | 減碼 |
| Palladium Partners LLC | 13,775 | $118.2 萬 | 0.06% | −253−1.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 13,720 | $117.7 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. LLC | 13,720 | $117.7 萬 | 0.02% | 00.0% | 不變 |
| Cigna Investments Inc | 13,655 | $117.1 萬 | 0.08% | −2,100−13.3% | 減碼 |
| Silvant Capital Management LLC | 13,505 | $115.9 萬 | 0.18% | −305−2.2% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 13,444 | $115.4 萬 | 0.56% | −1,425−9.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 13,356 | $114.6 萬 | 0.10% | +129+1.0% | 加碼 |
| Community Bank, N.A. | 13,225 | $113.5 萬 | 0.13% | +150+1.1% | 加碼 |
| GWM Advisors LLC | 13,176 | $113.1 萬 | 0.03% | +1,021+8.4% | 加碼 |
| Cetera Investment Advisers | 13,169 | $113.0 萬 | 0.02% | +2,135+19.3% | 加碼 |
| Jefferies Group LLC | 13,115 | $112.6 萬 | 0.02% | +13,115 | 新進 |
| Lowe Brockenbrough & Co Inc | 13,109 | $112.5 萬 | 0.10% | 00.0% | 不變 |
| Haverford Trust Co | 13,069 | $112.2 萬 | 0.01% | +1,886+16.9% | 加碼 |
| Sigma Planning Corp | 13,014 | $111.7 萬 | 0.03% | −254−1.9% | 減碼 |
| Boston Trust Walden Corp | 12,870 | $110.5 萬 | 0.01% | −500−3.7% | 減碼 |
| Hoylecohen, LLC | 12,816 | $110.0 萬 | 0.10% | 00.0% | 不變 |
| Cypress Capital Group | 12,800 | $109.8 萬 | 0.15% | +181+1.4% | 加碼 |
| Markston International LLC | 12,699 | $109.0 萬 | 0.66% | −41,415−76.5% | 減碼 |
| Bristol John W & Co Inc | 12,500 | $107.3 萬 | 0.02% | 00.0% | 不變 |
| Mitchell & Pahl Private Wealth, LLC | 12,465 | $107.0 萬 | 0.76% | +610+5.1% | 加碼 |
| Fruth Investment Management | 12,445 | $106.8 萬 | 0.32% | −250−2.0% | 減碼 |
| Boyd Watterson Asset Management LLC | 12,415 | $106.5 萬 | 0.43% | −46−0.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 12,372 | $106.2 萬 | 0.08% | +685+5.9% | 加碼 |
| Central Bank & Trust Co | 12,370 | $106.1 萬 | 0.17% | −3,314−21.1% | 減碼 |
| IBM Retirement Fund | 12,336 | $105.9 萬 | 0.08% | −2,493−16.8% | 減碼 |
| Barry Investment Advisors, LLC | 12,340 | $105.9 萬 | 0.28% | −437−3.4% | 減碼 |
| Resource Management, LLC | 12,337 | $105.9 萬 | 0.12% | +524+4.4% | 加碼 |
| Fiduciary Trust Co | 12,218 | $104.8 萬 | 0.02% | 00.0% | 不變 |
| Exeter Financial, LLC | 11,800 | $103.7 萬 | 0.60% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,063 | $103.5 萬 | 0.10% | −466−3.7% | 減碼 |
| IFP Advisors, Inc | 12,015 | $103.2 萬 | 0.02% | −286−2.3% | 減碼 |
| Smith, Moore & Co. | 11,848 | $101.7 萬 | 0.15% | +466+4.1% | 加碼 |
| Pavion Blue Capital, LLC | 11,837 | $101.6 萬 | 0.62% | −229−1.9% | 減碼 |
| Bragg Financial Advisors, Inc | 11,777 | $101.1 萬 | 0.06% | 00.0% | 不變 |
| First Quadrant L P | 11,685 | $100.3 萬 | 0.12% | −4,459−27.6% | 減碼 |
| Valmark Advisers, Inc. | 11,669 | $100.1 萬 | 0.02% | +408+3.6% | 加碼 |
| CWM, LLC | 11,614 | $99.7 萬 | 0.01% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 11,597 | $99.5 萬 | 0.08% | 00.0% | 不變 |
| Bangor Savings Bank | 11,572 | $99.3 萬 | 0.11% | −507−4.2% | 減碼 |
| South State Corp. | 11,556 | $99.2 萬 | 0.09% | −190−1.6% | 減碼 |
| Spire Wealth Management | 11,419 | $98.0 萬 | 0.03% | −1,109−8.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,396 | $97.8 萬 | 0.10% | −1,550−12.0% | 減碼 |
| Capital Advisors Inc | 11,340 | $97.3 萬 | 0.03% | +210+1.9% | 加碼 |
| Fairfield, Bush & Co. | 11,320 | $97.1 萬 | 0.26% | +4,500+66.0% | 加碼 |
| Trilogy Capital Inc. | 11,679 | $96.2 萬 | 0.07% | +1,594+15.8% | 加碼 |
| Jeppson Wealth Management, LLC | 11,135 | $95.5 萬 | 0.52% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 11,113 | $95.4 萬 | 0.00% | −1,450−11.5% | 減碼 |
| Stephens Inc | 11,117 | $95.4 萬 | 0.01% | +266+2.5% | 加碼 |
| Hudson Valley Investment Advisors Inc | 11,084 | $95.1 萬 | 0.17% | −654−5.6% | 減碼 |
| 17 Capital Partners, LLC | 11,062 | $94.9 萬 | 0.88% | +11,062 | 新進 |
| Paragon Capital Management LLC | 11,038 | $94.7 萬 | 0.47% | +112+1.0% | 加碼 |
| MAI Capital Management | 11,003 | $94.4 萬 | 0.02% | +56+0.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 10,939 | $93.8 萬 | 0.01% | −367−3.2% | 減碼 |
| V Wealth Advisors LLC | 10,842 | $93.4 萬 | 0.15% | −1,021−8.6% | 減碼 |
| Bessemer Group Inc | 10,764 | $92.4 萬 | 0.00% | +909+9.2% | 加碼 |
| BP PLC | 10,703 | $91.8 萬 | 0.04% | −4,552−29.8% | 減碼 |
| Penobscot Investment Management Company, Inc. | 10,679 | $91.6 萬 | 0.14% | −155−1.4% | 減碼 |
| National Asset Management, Inc. | 10,650 | $91.5 萬 | 0.03% | −4,035−27.5% | 減碼 |
| First Mercantile Trust Co | 10,662 | $91.5 萬 | 0.11% | −988−8.5% | 減碼 |
| Parallel Advisors, LLC | 10,646 | $91.4 萬 | 0.04% | +1,253+13.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 10,633 | $91.3 萬 | 0.06% | +23+0.2% | 加碼 |
| Weik Capital Management | 10,470 | $89.9 萬 | 0.35% | −125−1.2% | 減碼 |
| Cannell Peter B & Co Inc | 10,479 | $89.9 萬 | 0.03% | 00.0% | 不變 |
| Burney Co | 10,335 | $88.7 萬 | 0.04% | −76−0.7% | 減碼 |
| Optimal Asset Management, Inc. | 10,322 | $88.6 萬 | 0.10% | +10.0% | 加碼 |
| Covenant Partners, LLC | 10,312 | $88.5 萬 | 0.33% | 00.0% | 不變 |
| Paloma Partners Management Co | 10,153 | $87.1 萬 | 0.02% | −28,446−73.7% | 減碼 |
| Bank of Hawaii | 10,144 | $87.0 萬 | 0.05% | −450−4.2% | 減碼 |
| Strategic Wealth Partners, Ltd. | 10,086 | $86.6 萬 | 0.28% | −283−2.7% | 減碼 |
| Granite Investment Advisors, LLC | 10,074 | $86.5 萬 | 0.14% | −700−6.5% | 減碼 |
| First National Trust Co | 10,055 | $86.3 萬 | 0.05% | +2,338+30.3% | 加碼 |
| Stillwater Investment Management, LLC | 9,977 | $85.6 萬 | 0.23% | +102+1.0% | 加碼 |
| Greytown Advisors Inc. | 9,960 | $85.5 萬 | 0.41% | −844−7.8% | 減碼 |
| Bridgefront Capital, LLC | 9,953 | $85.4 萬 | 0.32% | +9,953 | 新進 |
| Stock Yards Bank & Trust Co | 9,791 | $84.0 萬 | 0.05% | −2,771−22.1% | 減碼 |
| Resources Management Corp | 9,790 | $84.0 萬 | 0.12% | −215−2.1% | 減碼 |
| Investors Research Corp | 9,723 | $83.4 萬 | 0.29% | 00.0% | 不變 |
| Lincoln National Corp | 9,678 | $83.0 萬 | 0.02% | +599+6.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 9,652 | $82.8 萬 | 0.07% | +811+9.2% | 加碼 |
| AMG National Trust Bank | 9,636 | $82.7 萬 | 0.03% | +41+0.4% | 加碼 |
| Ar Asset Management Inc | 9,600 | $82.4 萬 | 0.23% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 9,538 | $81.8 萬 | 0.17% | −36−0.4% | 減碼 |
| Landsberg, Bennett, & Dubbaneh LLC | 9,586 | $81.6 萬 | 0.11% | +256+2.7% | 加碼 |
| Energy Opportunities Capital Management, LLC | 9,500 | $81.5 萬 | 2.08% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 9,477 | $81.3 萬 | 0.03% | +6,136+183.7% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,051 | $81.1 萬 | 0.19% | −118−1.1% | 減碼 |
| Wetherby Asset Management Inc | 9,405 | $80.7 萬 | 0.05% | +350+3.9% | 加碼 |