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 |
|---|---|---|---|---|---|
| Peoples Bank | 6,630 | $56.9 萬 | 0.30% | −145−2.1% | 減碼 |
| MTM Investment Management, LLC | 6,590 | $56.6 萬 | 0.30% | 00.0% | 不變 |
| America First Investment Advisors, LLC | 6,580 | $56.5 萬 | 0.17% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 6,572 | $56.4 萬 | 0.06% | +560+9.3% | 加碼 |
| Harbor Investment Advisory, LLC | 6,566 | $56.3 萬 | 0.08% | +56+0.9% | 加碼 |
| Transform Wealth, LLC | 6,512 | $55.9 萬 | 0.07% | +396+6.5% | 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 |
| Intercontinental Wealth Advisors, LLC | 6,485 | $55.7 萬 | 0.11% | +866+15.4% | 加碼 |
| 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 |
| Cerro Pacific Wealth Advisors LLC | 6,437 | $55.2 萬 | 0.41% | +6,437 | 新進 |
| South Street Advisors LLC | 6,420 | $55.1 萬 | 0.10% | +6,420 | 新進 |
| Greenleaf Trust | 6,406 | $55.0 萬 | 0.01% | +428+7.2% | 加碼 |
| American Portfolios Advisors | 6,393 | $54.9 萬 | 0.02% | +38+0.6% | 加碼 |
| NFJ Investment Group, LLC | 6,374 | $54.7 萬 | 0.01% | +6,366+79,575.0% | 加碼 |
| Fiduciary Group LLC | 7,604 | $54.5 萬 | 0.06% | 00.0% | 不變 |
| Argent Trust Co | 6,353 | $54.4 萬 | 0.04% | +203+3.3% | 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 |
| Baker Tilly Wealth Management, LLC | 6,302 | $54.1 萬 | 0.09% | +181+3.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 6,243 | $53.5 萬 | 0.04% | +301+5.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,185 | $53.1 萬 | 0.03% | +423+7.3% | 加碼 |
| 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 |
| Clearstead Advisors, LLC | 6,164 | $52.9 萬 | 0.04% | −67−1.1% | 減碼 |
| Vaughan David Investments LLC | 6,168 | $52.9 萬 | 0.02% | +83+1.4% | 加碼 |
| True North Advisors, LLC | 6,166 | $52.9 萬 | 0.11% | +309+5.3% | 加碼 |
| Patron Partners Advisors, LLC | 6,156 | $52.8 萬 | 0.40% | +630+11.4% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 6,116 | $52.5 萬 | 0.00% | −1,000−14.1% | 減碼 |
| Seeyond | 6,117 | $52.4 萬 | 0.05% | −245−3.9% | 減碼 |
| Allen Capital Group, LLC | 6,099 | $52.3 萬 | 0.11% | −69−1.1% | 減碼 |
| Point72 Hong Kong Ltd | 6,043 | $51.9 萬 | 0.04% | −34,734−85.2% | 減碼 |
| Altium Wealth Management LLC | 6,053 | $51.9 萬 | 0.04% | −306−4.8% | 減碼 |
| Brandywine Oak Private Wealth LLC | 6,032 | $51.7 萬 | 0.06% | +555+10.1% | 加碼 |
| Acadian Asset Management LLC | 6,025 | $51.7 萬 | 0.00% | +4,596+321.6% | 加碼 |
| Heck Capital Advisors, LLC | 6,021 | $51.7 萬 | 0.10% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 6,018 | $51.6 萬 | 0.14% | +553+10.1% | 加碼 |
| Virtue Capital Management, LLC | 5,997 | $51.5 萬 | 0.10% | −1,029−14.6% | 減碼 |
| Cape Cod Five Cents Savings Bank | 5,992 | $51.4 萬 | 0.05% | −250−4.0% | 減碼 |
| Regent Investment Management LLC | 5,977 | $51.3 萬 | 0.12% | −275−4.4% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,969 | $51.2 萬 | 0.35% | +290+5.1% | 加碼 |
| Thomas White International Ltd | 5,950 | $51.1 萬 | 0.07% | 00.0% | 不變 |
| Mather Group, LLC. | 5,958 | $51.1 萬 | 0.01% | +63+1.1% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 7,050 | $51.0 萬 | 0.32% | −50−0.7% | 減碼 |
| Prospera Financial Services Inc | 5,944 | $51.0 萬 | 0.03% | −645−9.8% | 減碼 |
| Westhampton Capital, LLC | 5,948 | $51.0 萬 | 0.33% | +55+0.9% | 加碼 |
| Bremer Bank National Association | 5,914 | $50.8 萬 | 0.11% | −1,156−16.4% | 減碼 |
| B. Riley Wealth Management, Inc. | 5,914 | $50.8 萬 | 0.06% | −286−4.6% | 減碼 |
| Roof Eidam & Maycock | 5,910 | $50.7 萬 | 0.19% | 00.0% | 不變 |
| Boston Private Wealth LLC | 5,878 | $50.5 萬 | 0.01% | +117+2.0% | 加碼 |
| Cullinan Associates Inc | 5,874 | $50.4 萬 | 0.03% | −1,500−20.3% | 減碼 |
| Retirement Group, LLC | 5,861 | $50.3 萬 | 0.24% | +12+0.2% | 加碼 |
| Conning Inc. | 5,854 | $50.2 萬 | 0.01% | −518−8.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 5,846 | $50.2 萬 | 0.08% | +533+10.0% | 加碼 |
| FORA Capital, LLC | 5,804 | $49.8 萬 | 0.09% | +5,804 | 新進 |
| Roberts Glore & Co Inc | 5,781 | $49.6 萬 | 0.15% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 5,775 | $49.6 萬 | 0.24% | +30+0.5% | 加碼 |
| Private Trust Co NA | 5,780 | $49.6 萬 | 0.08% | +1,149+24.8% | 加碼 |
| Campion Asset Management LLC | 5,762 | $49.4 萬 | 0.41% | −1,130−16.4% | 減碼 |
| 1st Source Bank | 5,750 | $49.3 萬 | 0.03% | −50−0.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 5,740 | $49.3 萬 | 0.05% | +1,122+24.3% | 加碼 |
| Foster & Motley Inc | 5,678 | $48.7 萬 | 0.04% | −3,572−38.6% | 減碼 |
| Your Advocates Ltd., LLP | 5,667 | $48.6 萬 | 0.32% | −42−0.7% | 減碼 |
| Miller Howard Investments Inc | 5,650 | $48.5 萬 | 0.02% | −673−10.6% | 減碼 |
| Savant Capital, LLC | 5,650 | $48.5 萬 | 0.02% | +742+15.1% | 加碼 |
| Congress Park Capital LLC | 5,640 | $48.4 萬 | 0.24% | −500−8.1% | 減碼 |
| Essex Savings Bank | 5,742 | $48.4 萬 | 0.19% | +125+2.2% | 加碼 |
| Vantage Consulting Group Inc | 5,609 | $48.1 萬 | 0.08% | +2,574+84.8% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 5,950 | $48.1 萬 | 0.22% | +5,950 | 新進 |
| Childress Capital Advisors, LLC | 5,585 | $47.9 萬 | 0.22% | −2,211−28.4% | 減碼 |
| Ontario Teachers Pension Plan Board | 5,521 | $47.4 萬 | 0.01% | +769+16.2% | 加碼 |
| Clarius Group, LLC | 5,511 | $47.3 萬 | 0.04% | +117+2.2% | 加碼 |
| Proequities, Inc. | 5,518 | $47.3 萬 | 0.03% | +139+2.6% | 加碼 |
| Outfitter Financial LLC | 5,500 | $47.2 萬 | 0.36% | 00.0% | 不變 |
| Intrua Financial, LLC | 6,273 | $46.7 萬 | 0.11% | +55+0.9% | 加碼 |
| Bennicas & Associates, Inc. | 5,408 | $46.4 萬 | 0.26% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 5,405 | $46.4 萬 | 0.33% | 00.0% | 不變 |
| Valley Brook Capital Group | 5,413 | $46.4 萬 | 0.44% | +52+1.0% | 加碼 |
| Laffer Tengler Investments | 5,402 | $46.4 萬 | 0.17% | +4,050+299.6% | 加碼 |
| Weaver Consulting Group | 5,387 | $46.2 萬 | 0.26% | −424−7.3% | 減碼 |
| Charles Schwab Trust Co | 5,378 | $46.2 萬 | 0.09% | +400+8.0% | 加碼 |
| Trust Co of Toledo NA | 5,359 | $46.0 萬 | 0.08% | −504−8.6% | 減碼 |
| Shepherd Kaplan Krochuk, LLC | 5,350 | $45.9 萬 | 0.17% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 5,325 | $45.7 萬 | 0.04% | +107+2.1% | 加碼 |
| Coastline Trust Co | 5,299 | $45.5 萬 | 0.06% | −310−5.5% | 減碼 |
| Cambridge Trust Co | 5,293 | $45.5 萬 | 0.02% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 5,290 | $45.4 萬 | 0.05% | −152−2.8% | 減碼 |
| Colony Group LLC | 5,254 | $45.1 萬 | 0.01% | −506−8.8% | 減碼 |
| Institutional & Family Asset Management, LLC | 5,241 | $45.0 萬 | 0.07% | −1,050−16.7% | 減碼 |
| FineMark National Bank & Trust | 5,242 | $45.0 萬 | 0.02% | +37+0.7% | 加碼 |
| Dorchester Wealth Management Co | 5,235 | $44.9 萬 | 0.10% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 5,540 | $44.9 萬 | 0.06% | +463+9.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,218 | $44.8 萬 | 0.02% | −127−2.4% | 減碼 |
| Prentice Wealth Management LLC | 5,222 | $44.8 萬 | 0.23% | +23+0.4% | 加碼 |
| Lincoln Capital LLC | 5,207 | $44.7 萬 | 0.13% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 5,189 | $44.5 萬 | 0.30% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 5,196 | $44.4 萬 | 0.15% | −794−13.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,176 | $44.4 萬 | 0.02% | 00.0% | 不變 |