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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 5,164 | $44.3 萬 | 0.02% | +885+20.7% | 加碼 |
| Wealthspire Advisors, LLC | 5,153 | $44.2 萬 | 0.01% | −4,818−48.3% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,139 | $44.1 萬 | 0.06% | +32+0.6% | 加碼 |
| Gilbert & Cook, Inc. | 5,143 | $44.1 萬 | 0.08% | +134+2.7% | 加碼 |
| Empirical Finance, LLC | 5,136 | $44.1 萬 | 0.07% | +745+17.0% | 加碼 |
| Csenge Advisory Group | 5,030 | $43.8 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 5,083 | $43.6 萬 | 0.02% | +1,155+29.4% | 加碼 |
| Pinnacle Wealth Advisors | 5,083 | $43.6 萬 | 0.02% | +5,083 | 新進 |
| Wilkins Investment Counsel Inc | 5,070 | $43.5 萬 | 0.11% | −1,100−17.8% | 減碼 |
| Advisor Resource Council | 5,052 | $43.4 萬 | 0.05% | +5,052 | 新進 |
| VisionPoint Advisory Group, LLC | 5,028 | $43.2 萬 | 0.19% | −52−1.0% | 減碼 |
| First Midwest Bank Trust Division | 5,023 | $43.1 萬 | 0.06% | −656−11.6% | 減碼 |
| Capstone Triton Financial Group, LLC | 5,021 | $43.1 萬 | 0.27% | 00.0% | 不變 |
| Inlet Private Wealth, LLC | 5,000 | $42.9 萬 | 0.11% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 4,973 | $42.7 萬 | 0.02% | −18,134−78.5% | 減碼 |
| MCF Advisors LLC | 4,932 | $42.3 萬 | 0.04% | −154−3.0% | 減碼 |
| Valeo Financial Advisors, LLC | 4,923 | $42.3 萬 | 0.03% | −17−0.3% | 減碼 |
| Sage Rhino Capital LLC | 4,930 | $42.3 萬 | 0.12% | +416+9.2% | 加碼 |
| Ambassador Advisors, LLC | 4,916 | $42.2 萬 | 0.08% | −10.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,901 | $42.1 萬 | 0.01% | 00.0% | 不變 |
| PNC Managed Account Solutions, Inc. | 4,875 | $41.8 萬 | 0.08% | +4,875 | 新進 |
| Means Investment Co., Inc. | 4,826 | $41.4 萬 | 0.08% | +473+10.9% | 加碼 |
| Gofen & Glossberg LLC | 4,799 | $41.2 萬 | 0.01% | +8+0.2% | 加碼 |
| Roundview Capital LLC | 4,778 | $41.0 萬 | 0.05% | +394+9.0% | 加碼 |
| Austin Private Wealth, LLC | 4,765 | $40.9 萬 | 0.09% | +32+0.7% | 加碼 |
| Atlas Private Wealth Management | 4,750 | $40.8 萬 | 0.25% | +837+21.4% | 加碼 |
| Easterly Investment Partners LLC | 4,742 | $40.7 萬 | 0.05% | 00.0% | 不變 |
| HYA Advisors, Inc | 4,738 | $40.7 萬 | 0.17% | +31+0.7% | 加碼 |
| Clear Street Markets LLC | 4,672 | $40.1 萬 | 0.09% | −128−2.7% | 減碼 |
| Mid Atlantic Financial Management Inc | 4,656 | $40.0 萬 | 0.03% | +318+7.3% | 加碼 |
| Washington Trust Co | 4,645 | $39.9 萬 | 0.01% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 4,633 | $39.8 萬 | 0.13% | −41−0.9% | 減碼 |
| S.A. Mason LLC | 4,634 | $39.8 萬 | 0.27% | −5−0.1% | 減碼 |
| Rosenberg Matthew Hamilton | 4,621 | $39.7 萬 | 0.21% | −160−3.3% | 減碼 |
| Change Path, LLC | 4,618 | $39.6 萬 | 0.02% | +46+1.0% | 加碼 |
| WP Advisors, LLC | 4,608 | $39.5 萬 | 0.16% | +47+1.0% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 4,597 | $39.5 萬 | 0.15% | +300+7.0% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,588 | $39.4 萬 | 0.14% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 4,585 | $39.3 萬 | 0.11% | −37−0.8% | 減碼 |
| Segment Wealth Management, LLC | 4,584 | $39.3 萬 | 0.05% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 4,535 | $39.3 萬 | 0.35% | −40−0.9% | 減碼 |
| Mutual Advisors, LLC | 4,572 | $39.2 萬 | 0.02% | −444−8.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,572 | $39.2 萬 | 0.03% | +1,765+62.9% | 加碼 |
| LMR Partners LLP | 4,559 | $39.1 萬 | 0.01% | +4,559 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,542 | $39.0 萬 | 0.05% | 00.0% | 不變 |
| Pitcairn Co | 4,523 | $38.8 萬 | 0.03% | −79−1.7% | 減碼 |
| Freestone Capital Holdings, LLC | 4,525 | $38.8 萬 | 0.02% | +356+8.5% | 加碼 |
| Fisher Asset Management, LLC | 4,484 | $38.5 萬 | 0.00% | −551−10.9% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,490 | $38.5 萬 | 0.12% | −24,362−84.4% | 減碼 |
| Laurel Wealth Advisors, Inc. | 4,464 | $38.3 萬 | 0.05% | −521−10.5% | 減碼 |
| Buckley Wealth Management, LLC | 4,463 | $38.3 萬 | 0.13% | −112−2.4% | 減碼 |
| Sentry Investment Management LLC | 4,461 | $38.3 萬 | 0.10% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 4,434 | $38.1 萬 | 0.02% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 4,412 | $37.9 萬 | 0.15% | 00.0% | 不變 |
| Harbor Financial Services, LLC | 4,392 | $37.7 萬 | 0.16% | −862−16.4% | 減碼 |
| Westbourne Investment Advisors, Inc. | 4,381 | $37.6 萬 | 0.17% | −20−0.5% | 減碼 |
| KCM Investment Advisors LLC | 4,355 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 4,315 | $37.0 萬 | 0.03% | +551+14.6% | 加碼 |
| Successful Portfolios LLC | 4,293 | $36.8 萬 | 0.22% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 4,267 | $36.6 萬 | 0.03% | +4,267 | 新進 |
| Avantax Planning Partners, Inc. | 4,254 | $36.5 萬 | 0.02% | −1,981−31.8% | 減碼 |
| PDS Planning, Inc | 4,250 | $36.5 萬 | 0.09% | +34+0.8% | 加碼 |
| Acropolis Investment Management, LLC | 4,244 | $36.4 萬 | 0.04% | −555−11.6% | 減碼 |
| Blue Edge Capital, LLC | 4,234 | $36.3 萬 | 0.08% | +3+0.1% | 加碼 |
| Quilter Plc | 4,227 | $36.3 萬 | 0.01% | −360−7.8% | 減碼 |
| Checchi Capital Advisers, LLC | 4,196 | $36.0 萬 | 0.04% | +214+5.4% | 加碼 |
| Jump Financial, LLC | 4,173 | $35.9 萬 | 0.03% | +931+28.7% | 加碼 |
| LVM Capital Management Ltd | 4,125 | $35.4 萬 | 0.05% | −100−2.4% | 減碼 |
| Leonteq Securities AG | 4,120 | $35.4 萬 | 0.03% | −3,064−42.7% | 減碼 |
| Hanson & Doremus Investment Management | 6,807 | $35.3 萬 | 0.11% | +541+8.6% | 加碼 |
| Park National Corp | 4,105 | $35.2 萬 | 0.01% | −305−6.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,108 | $35.2 萬 | 0.04% | +40+1.0% | 加碼 |
| Excalibur Management Corp | 4,092 | $35.1 萬 | 0.16% | −106−2.5% | 減碼 |
| Scotia Capital Inc. | 4,090 | $35.1 萬 | 0.00% | −15−0.4% | 減碼 |
| International Assets Investment Management, LLC | 7,021 | $34.8 萬 | 0.06% | −7,468−51.5% | 減碼 |
| Kovack Advisors, Inc. | 4,054 | $34.8 萬 | 0.04% | +172+4.4% | 加碼 |
| Transcend Wealth Collective, LLC | 4,032 | $34.8 萬 | 0.05% | +1,377+51.9% | 加碼 |
| Whittier Trust Co | 4,020 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 4,021 | $34.5 萬 | 0.00% | +226+6.0% | 加碼 |
| John G Ullman & Associates Inc | 4,010 | $34.4 萬 | 0.04% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 3,992 | $34.3 萬 | 0.07% | +339+9.3% | 加碼 |
| Personal Capital Advisors Corp | 3,986 | $34.2 萬 | 0.00% | −1,569−28.2% | 減碼 |
| GHP Investment Advisors, Inc. | 3,986 | $34.2 萬 | 0.03% | −237−5.6% | 減碼 |
| XTX Topco Ltd | 3,956 | $34.0 萬 | 0.11% | −1,706−30.1% | 減碼 |
| Cresset Asset Management, LLC | 3,960 | $34.0 萬 | 0.00% | +752+23.4% | 加碼 |
| Busey Wealth Management | 3,943 | $33.8 萬 | 0.02% | +1,253+46.6% | 加碼 |
| Coldstream Capital Management Inc | 3,922 | $33.7 萬 | 0.01% | +600+18.1% | 加碼 |
| Versor Investments LP | 3,926 | $33.7 萬 | 0.01% | +3,926 | 新進 |
| Wedgewood Investors Inc | 3,899 | $33.5 萬 | 0.42% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,899 | $33.5 萬 | 0.01% | +345+9.7% | 加碼 |
| Crescent Capital Consulting, LLC | 3,882 | $33.2 萬 | 0.06% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 3,863 | $33.2 萬 | 0.03% | +12+0.3% | 加碼 |
| Western Wealth Management, LLC | 3,882 | $33.2 萬 | 0.03% | +3,882 | 新進 |
| Signaturefd, LLC | 3,829 | $32.9 萬 | 0.01% | +962+33.6% | 加碼 |
| Meristem Family Wealth, LLC | 3,830 | $32.9 萬 | 0.05% | +3,830 | 新進 |
| Gries Financial LLC | 4,573 | $32.8 萬 | 0.11% | +125+2.8% | 加碼 |
| Probity Advisors, Inc. | 3,825 | $32.8 萬 | 0.07% | +417+12.2% | 加碼 |
| Zions Bancorporation, N.A. | 3,816 | $32.8 萬 | 0.03% | +708+22.8% | 加碼 |
| Vectors Research Management, LLC | 3,781 | $32.4 萬 | 0.08% | 00.0% | 不變 |
| HNP Capital LLC | 3,781 | $32.4 萬 | 0.09% | 00.0% | 不變 |