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 3 季 13F 持有人
Phillips 66 在 2021/9/30 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
- 1,239
- 較 2021 年第 2 季 −70 家
- 持有股數
- 3.03 億
- 較 2021 年第 2 季 −313.2 萬 (−1.0%)
- 總市值
- $212.3 億
- 較 2021 年第 2 季 −$50.3 億 (−19.1%)
- 新進機構
- 87
- 另有 469 家加碼
- 清倉機構
- 157
- 另有 465 家減碼
另有 18 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Heritage Trust Co | 35,091 | $245.7 萬 | 0.35% | −552−1.5% | 減碼 |
| Shorepoint Capital Partners LLC | 35,322 | $247.4 萬 | 1.11% | +35,322 | 新進 |
| Colonial Trust Advisors | 35,637 | $249.6 萬 | 0.31% | +164+0.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 35,648 | $249.6 萬 | 0.04% | +8,104+29.4% | 加碼 |
| Leavell Investment Management, Inc. | 35,932 | $251.6 萬 | 0.19% | −3,153−8.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 36,228 | $253.8 萬 | 0.00% | +4,438+14.0% | 加碼 |
| Securian Asset Management, Inc | 36,439 | $255.2 萬 | 0.05% | −419−1.1% | 減碼 |
| Capitolis Advisors LLC | 31,552 | $255.2 萬 | 0.02% | 00.0% | 不變 |
| Ilmarinen Mutual Pension Insurance Co | 36,500 | $255.6 萬 | 0.03% | +36,500 | 新進 |
| Farmers & Merchants Investments Inc | 36,574 | $256.1 萬 | 0.11% | −799−2.1% | 減碼 |
| Brookstone Capital Management | 31,282 | $256.1 萬 | 0.05% | +5,915+23.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 36,660 | $256.7 萬 | 0.03% | +348+1.0% | 加碼 |
| McDonald Partners LLC | 36,669 | $256.8 萬 | 0.60% | +993+2.8% | 加碼 |
| ING Groep NV | 36,771 | $257.5 萬 | 0.03% | +809+2.2% | 加碼 |
| Westpac Banking Corp | 37,001 | $259.1 萬 | 0.03% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 37,249 | $260.9 萬 | 0.08% | +772+2.1% | 加碼 |
| Norinchukin Bank, The | 37,409 | $262.0 萬 | 0.04% | +1,179+3.3% | 加碼 |
| Becker Capital Management Inc | 37,436 | $262.2 萬 | 0.11% | −833−2.2% | 減碼 |
| Umb Bank N A | 37,442 | $262.2 萬 | 0.06% | −771−2.0% | 減碼 |
| Alta Capital Management LLC | 37,507 | $262.6 萬 | 0.15% | −33,676−47.3% | 減碼 |
| Pinnacle Associates Ltd | 37,965 | $265.9 萬 | 0.05% | −93−0.2% | 減碼 |
| People's United Financial, Inc. | 38,213 | $267.6 萬 | 0.06% | −12,518−24.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 38,636 | $270.6 萬 | 0.03% | +38,636 | 新進 |
| Fiera Capital Corp | 39,023 | $273.3 萬 | 0.01% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 39,103 | $273.8 萬 | 0.01% | −71,470−64.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,226 | $274.6 萬 | 0.06% | +2,204+6.0% | 加碼 |
| Marco Investment Management LLC | 39,584 | $277.2 萬 | 0.31% | +4,167+11.8% | 加碼 |
| HM Payson & Co | 39,704 | $278.0 萬 | 0.07% | −1,100−2.7% | 減碼 |
| CIBC Asset Management Inc | 39,734 | $278.3 萬 | 0.01% | +1,254+3.3% | 加碼 |
| Simplex Trading, LLC | 32,321 | $281.4 萬 | 0.10% | +507+1.6% | 加碼 |
| Stolper Co | 40,712 | $285.1 萬 | 1.36% | +136+0.3% | 加碼 |
| Private Advisor Group, LLC | 41,794 | $292.7 萬 | 0.02% | +14,881+55.3% | 加碼 |
| Wealthfront Advisers LLC | 42,194 | $295.5 萬 | 0.01% | +18,875+80.9% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 42,810 | $299.8 萬 | 0.99% | −210.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 43,103 | $301.9 萬 | 0.02% | +4,190+10.8% | 加碼 |
| Mirador Capital Partners LP | 43,405 | $304.0 萬 | 0.69% | +12,717+41.4% | 加碼 |
| FIL Ltd | 43,530 | $304.9 萬 | 0.00% | +16,512+61.1% | 加碼 |
| Oppenheimer & Co Inc | 43,673 | $305.8 萬 | 0.06% | −233−0.5% | 減碼 |
| Fluent Financial, LLC | 44,016 | $308.2 萬 | 1.31% | +2,714+6.6% | 加碼 |
| Advisory Services Network, LLC | 44,766 | $313.5 萬 | 0.10% | −4,531−9.2% | 減碼 |
| FDx Advisors, Inc. | 45,157 | $316.2 萬 | 0.10% | +3,640+8.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 45,379 | $317.8 萬 | 0.27% | +8,483+23.0% | 加碼 |
| Brown Advisory Inc | 45,503 | $318.6 萬 | 0.00% | +1,033+2.3% | 加碼 |
| First Trust Advisors LP | 45,565 | $319.1 萬 | 0.00% | −45,504−50.0% | 減碼 |
| Beacon Financial Group | 45,804 | $320.4 萬 | 0.44% | +1,166+2.6% | 加碼 |
| Telos Capital Management, Inc. | 45,918 | $321.6 萬 | 0.44% | +3,091+7.2% | 加碼 |
| Rodgers Brothers Inc. | 46,978 | $329.0 萬 | 0.66% | −1,000−2.1% | 減碼 |
| Alpha Omega Wealth Management LLC | 47,200 | $330.5 萬 | 0.54% | −5,471−10.4% | 減碼 |
| MUFG Americas Holdings Corp | 47,322 | $331.4 萬 | 0.06% | +2,364+5.3% | 加碼 |
| Nissay Asset Management Corp | 47,585 | $333.2 萬 | 0.03% | +2,188+4.8% | 加碼 |
| Hartford Investment Management Co | 47,627 | $333.5 萬 | 0.09% | −5,449−10.3% | 減碼 |
| Rothschild Investment Corp | 47,848 | $335.1 萬 | 0.28% | +19,670+69.8% | 加碼 |
| Morgan Dempsey Capital Management LLC | 48,084 | $336.7 萬 | 1.11% | −2,446−4.8% | 減碼 |
| Veritable, L.P. | 48,131 | $337.1 萬 | 0.05% | +1,888+4.1% | 加碼 |
| Trexquant Investment LP | 48,143 | $337.1 萬 | 0.27% | +32,536+208.5% | 加碼 |
| Kestra Advisory Services, LLC | 48,539 | $339.9 萬 | 0.03% | −22,472−31.6% | 減碼 |
| Royal Fund Management, LLC | 49,145 | $344.1 萬 | 0.55% | −10,396−17.5% | 減碼 |
| Chatham Capital Group, Inc. | 49,147 | $344.2 萬 | 0.66% | −1,535−3.0% | 減碼 |
| Simmons Bank | 49,203 | $344.6 萬 | 0.25% | −898−1.8% | 減碼 |
| Ancora Advisors, LLC | 49,378 | $345.8 萬 | 0.09% | +7,245+17.2% | 加碼 |
| RBF Capital, LLC | 50,000 | $350.2 萬 | 0.20% | 00.0% | 不變 |
| Pacific Heights Asset Management LLC | 50,000 | $350.2 萬 | 0.33% | 00.0% | 不變 |
| APG Asset Management N.V. | 57,993 | $350.4 萬 | 0.01% | +18,200+45.7% | 加碼 |
| Illinois Municipal Retirement Fund | 50,048 | $350.5 萬 | 0.13% | +28,329+130.4% | 加碼 |
| Providence Capital Advisors, LLC | 50,872 | $356.3 萬 | 1.11% | +2,574+5.3% | 加碼 |
| Huntington National Bank | 50,921 | $356.5 萬 | 0.04% | +152+0.3% | 加碼 |
| Avantax Advisory Services, Inc. | 51,168 | $358.0 萬 | 0.06% | +887+1.8% | 加碼 |
| Metropolitan Life Insurance Co | 51,512 | $360.7 萬 | 0.05% | −1,737−3.3% | 減碼 |
| D L Carlson Investment Group Inc | 51,524 | $360.8 萬 | 0.63% | −23,408−31.2% | 減碼 |
| United Capital Financial Advisers, LLC | 51,617 | $361.5 萬 | 0.02% | +110.0% | 加碼 |
| United Services Automobile Association | 53,051 | $371.5 萬 | 0.06% | 00.0% | 不變 |
| Meyer Handelman Co | 53,080 | $371.7 萬 | 0.15% | +2,200+4.3% | 加碼 |
| Nkcfo LLC | 53,200 | $372.6 萬 | 1.25% | 00.0% | 不變 |
| Visionary Wealth Advisors | 54,248 | $379.9 萬 | 0.39% | +23,782+78.1% | 加碼 |
| Icon Advisers Inc | 55,000 | $385.2 萬 | 0.65% | 00.0% | 不變 |
| Commerce Bank | 55,009 | $385.2 萬 | 0.03% | +3,583+7.0% | 加碼 |
| Buckingham Capital Management, Inc. | 56,528 | $395.9 萬 | 0.65% | +1,439+2.6% | 加碼 |
| Schroder Investment Management Group | 56,824 | $398.0 萬 | 0.01% | +13,130+30.0% | 加碼 |
| IFM Investors Pty Ltd | 56,963 | $398.9 萬 | 0.08% | +362+0.6% | 加碼 |
| Cary Street Partners Asset Management LLC | 57,113 | $400.0 萬 | 1.41% | +1,851+3.3% | 加碼 |
| Mutual of America Capital Management LLC | 57,466 | $402.4 萬 | 0.04% | +336+0.6% | 加碼 |
| Alley Co LLC | 57,455 | $402.4 萬 | 0.72% | +1,713+3.1% | 加碼 |
| Country Club Trust Company, n.a. | 58,987 | $412.6 萬 | 0.35% | −74−0.1% | 減碼 |
| Fifth Third Bancorp | 58,997 | $413.2 萬 | 0.02% | −1,300−2.2% | 減碼 |
| Viking Fund Management LLC | 60,000 | $420.2 萬 | 1.22% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 60,000 | $420.2 萬 | 0.06% | +60,000 | 新進 |
| Motco | 60,479 | $423.5 萬 | 0.28% | −23,660−28.1% | 減碼 |
| Tweedy, Browne Co LLC | 60,899 | $426.5 萬 | 0.14% | −709−1.2% | 減碼 |
| Wintrust Investments LLC | 61,172 | $428.4 萬 | 0.58% | +12,882+26.7% | 加碼 |
| Captrust Financial Advisors | 61,773 | $432.6 萬 | 0.04% | +36,587+145.3% | 加碼 |
| FourThought Financial, LLC | 62,123 | $435.0 萬 | 0.58% | +8,905+16.7% | 加碼 |
| Montgomery Investment Management Inc | 62,502 | $437.7 萬 | 1.63% | +600+1.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 62,631 | $438.6 萬 | 0.01% | −3,031−4.6% | 減碼 |
| Sompo Asset Management Co., Ltd. | 63,055 | $441.5 萬 | 1.01% | +8,030+14.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,833 | $447.0 萬 | 0.05% | −21,692−25.4% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 63,980 | $448.1 萬 | 0.87% | −14,037−18.0% | 減碼 |
| Disciplined Investments, LLC | 64,857 | $454.2 萬 | 2.22% | +34,812+115.9% | 加碼 |
| Aigen Investment Management, LP | 65,120 | $456.0 萬 | 0.87% | +65,120 | 新進 |
| D.A. Davidson & Co. | 65,401 | $458.0 萬 | 0.05% | −1,751−2.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 65,614 | $459.5 萬 | 0.08% | +2,297+3.6% | 加碼 |