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 |
|---|---|---|---|---|---|
| Cahill Financial Advisors Inc | 1,383 | $9.70 萬 | 0.02% | +1,383 | 新進 |
| Global Trust Asset Management, LLC | 1,449 | $10.1 萬 | 0.05% | −1,550−51.7% | 減碼 |
| Carmichael Hill & Associates, Inc. | 1,447 | $10.1 萬 | 0.06% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,443 | $10.1 萬 | 0.02% | +160+12.5% | 加碼 |
| Edge Wealth Management LLC | 1,500 | $10.5 萬 | 0.02% | 00.0% | 不變 |
| Smithfield Trust Co | 1,472 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Front Row Advisors LLC | 1,504 | $10.5 萬 | 0.04% | 00.0% | 不變 |
| Seeyond | 1,515 | $10.6 萬 | 0.01% | −4,602−75.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 1,536 | $10.8 萬 | 0.02% | −24−1.5% | 減碼 |
| Exchange Traded Concepts, LLC | 1,536 | $10.8 萬 | 0.00% | +1,435+1,420.8% | 加碼 |
| HHM Wealth Advisors, LLC | 1,605 | $11.2 萬 | 0.03% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 1,669 | $11.7 萬 | 0.04% | 00.0% | 不變 |
| Vestor Capital, LLC | 1,715 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 1,760 | $12.3 萬 | 0.03% | −447−20.3% | 減碼 |
| Central Bank & Trust Co | 1,776 | $12.4 萬 | 0.02% | −10,594−85.6% | 減碼 |
| Johnson Financial Group, Inc. | 1,820 | $12.7 萬 | 0.01% | −250−12.1% | 減碼 |
| Berman Capital Advisors, LLC | 1,855 | $12.9 萬 | 0.02% | +549+42.0% | 加碼 |
| Clearview Wealth Advisors LLC | 1,894 | $13.3 萬 | 0.08% | +1+0.1% | 加碼 |
| Laurel Wealth Advisors LLC | 1,921 | $13.5 萬 | 0.03% | −52−2.6% | 減碼 |
| Brown Brothers Harriman & Co | 1,959 | $13.7 萬 | 0.00% | −2,062−51.3% | 減碼 |
| Sutton Wealth Advisors Inc. | 1,964 | $13.8 萬 | 0.05% | −10−0.5% | 減碼 |
| Gradient Investments LLC | 1,965 | $13.8 萬 | 0.00% | +6+0.3% | 加碼 |
| Jones Financial Companies LLLP | 1,986 | $13.9 萬 | 0.00% | −274−12.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 1,996 | $14.0 萬 | 0.06% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 2,045 | $14.3 萬 | 0.02% | +10.0% | 加碼 |
| Security National Trust Co | 1,693 | $14.6 萬 | 0.03% | 00.0% | 不變 |
| Dividend Assets Capital, LLC | 2,178 | $15.3 萬 | 0.03% | −375−14.7% | 減碼 |
| First PREMIER Bank | 2,196 | $15.4 萬 | 0.04% | +740+50.8% | 加碼 |
| Tarbox Family Office, Inc. | 2,321 | $16.3 萬 | 0.03% | −4−0.2% | 減碼 |
| Anchor Investment Management, LLC | 2,328 | $16.3 萬 | 0.02% | −19−0.8% | 減碼 |
| Montag A & Associates Inc | 2,343 | $16.4 萬 | 0.01% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 2,336 | $16.4 萬 | 0.01% | +529+29.3% | 加碼 |
| Close Asset Management Ltd | 2,356 | $16.5 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,360 | $16.5 萬 | 0.05% | +411+21.1% | 加碼 |
| Bray Capital Advisors | 2,390 | $16.7 萬 | 0.04% | +22+0.9% | 加碼 |
| Quadrant Capital Group LLC | 2,427 | $17.0 萬 | 0.02% | −287−10.6% | 減碼 |
| Acima Private Wealth, LLC | 2,500 | $17.5 萬 | 0.08% | −100−3.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,540 | $17.8 萬 | 0.03% | +77+3.1% | 加碼 |
| First Horizon Advisors, Inc. | 2,562 | $17.9 萬 | 0.01% | −432−14.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,584 | $18.1 萬 | 0.00% | −363−12.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,623 | $18.4 萬 | 0.00% | −4,345−62.4% | 減碼 |
| Monetary Management Group Inc | 2,677 | $18.7 萬 | 0.05% | −250−8.5% | 減碼 |
| Lindbrook Capital, LLC | 2,670 | $18.7 萬 | 0.05% | +3+0.1% | 加碼 |
| Neo Ivy Capital Management | 2,606 | $18.7 萬 | 0.21% | +2,606 | 新進 |
| Mercer Capital Advisers, Inc. | 2,691 | $18.8 萬 | 0.10% | −250−8.5% | 減碼 |
| Gables Capital Management Inc. | 2,752 | $19.3 萬 | 0.13% | 00.0% | 不變 |
| Canvas Wealth Advisors, LLC | 2,860 | $20.0 萬 | 0.08% | +25+0.9% | 加碼 |
| Perpetual Investment Management Ltd | 2,869 | $20.1 萬 | 0.03% | 00.0% | 不變 |
| HCR Wealth Advisors | 2,870 | $20.1 萬 | 0.03% | −2−0.1% | 減碼 |
| Port Capital LLC | 2,871 | $20.1 萬 | 0.01% | +151+5.6% | 加碼 |
| Chilton Capital Management LLC | 2,881 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Ssi Investment Management LLC | 2,941 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 2,945 | $20.6 萬 | 0.02% | +436+17.4% | 加碼 |
| M&R Capital Management Inc | 2,963 | $20.7 萬 | 0.05% | −100−3.3% | 減碼 |
| Park National Corp | 2,957 | $20.8 萬 | 0.01% | −1,148−28.0% | 減碼 |
| Integrated Wealth Concepts LLC | 2,981 | $20.9 萬 | 0.01% | +2,981 | 新進 |
| Brown Advisory Securities, LLC | 2,982 | $21.0 萬 | 0.06% | −5,870−66.3% | 減碼 |
| Kore Private Wealth LLC | 2,995 | $21.0 萬 | 0.02% | −237−7.3% | 減碼 |
| Merrion Investment Management Co, LLC | 3,000 | $21.0 萬 | 0.16% | 00.0% | 不變 |
| Mosaic Family Wealth, LLC | 2,992 | $21.0 萬 | 0.06% | 00.0% | 不變 |
| Laffer Tengler Investments | 3,001 | $21.0 萬 | 0.06% | −2,401−44.4% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 3,016 | $21.1 萬 | 0.01% | −305−9.2% | 減碼 |
| Horizon Investments, LLC | 3,010 | $21.1 萬 | 0.01% | +202+7.2% | 加碼 |
| Old Point Trust & Financial Services N A | 3,023 | $21.2 萬 | 0.09% | −100−3.2% | 減碼 |
| Fox Run Management, L.L.C. | 3,030 | $21.2 萬 | 0.13% | +317+11.7% | 加碼 |
| Pflug Koory, LLC | 3,043 | $21.3 萬 | 0.12% | −310−9.2% | 減碼 |
| Liberty Wealth Management LLC | 3,008 | $21.4 萬 | 0.08% | +411+15.8% | 加碼 |
| Callahan Advisors, LLC | 3,076 | $21.5 萬 | 0.03% | −100−3.1% | 減碼 |
| Kanawha Capital Management LLC | 3,074 | $21.5 萬 | 0.02% | −20−0.6% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,079 | $21.6 萬 | 0.11% | −650−17.4% | 減碼 |
| Capital Analysts, LLC | 3,100 | $21.7 萬 | 0.01% | −571−15.6% | 減碼 |
| CIBC World Markets Inc. | 3,102 | $21.7 萬 | 0.00% | +357+13.0% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,100 | $21.7 萬 | 0.02% | +450+17.0% | 加碼 |
| Whalerock Point Partners, LLC | 3,119 | $21.8 萬 | 0.08% | 00.0% | 不變 |
| Trust Co of Vermont | 3,128 | $21.9 萬 | 0.02% | −228−6.8% | 減碼 |
| Beaton Management Co. Inc. | 3,131 | $21.9 萬 | 0.14% | 00.0% | 不變 |
| Wade G W & Inc | 3,126 | $21.9 萬 | 0.01% | +29+0.9% | 加碼 |
| 1832 Asset Management L.P. | 3,105 | $21.9 萬 | 0.00% | +3,105 | 新進 |
| Bank of New Hampshire | 2,562 | $22.0 萬 | 0.06% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 3,153 | $22.1 萬 | 0.13% | +1,460+86.2% | 加碼 |
| Allworth Financial LP | 3,165 | $22.2 萬 | 0.00% | −58−1.8% | 減碼 |
| Mirabella Financial Services LLP | 3,194 | $22.4 萬 | 0.03% | +3,194 | 新進 |
| Little House Capital LLC | 3,211 | $22.5 萬 | 0.13% | −284−8.1% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 3,210 | $22.5 萬 | 0.08% | +673+26.5% | 加碼 |
| PDS Planning, Inc | 3,246 | $22.7 萬 | 0.05% | −1,004−23.6% | 減碼 |
| First National Bank of South Miami | 3,238 | $22.7 萬 | 0.15% | −142−4.2% | 減碼 |
| Machina Capital S.A.S. | 3,236 | $22.7 萬 | 0.49% | +3,236 | 新進 |
| Financial Advisory Service, Inc. | 3,256 | $22.8 萬 | 0.02% | +93+2.9% | 加碼 |
| Clear Street Markets LLC | 3,300 | $23.1 萬 | 0.05% | −1,372−29.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 3,344 | $23.4 萬 | 0.02% | −35−1.0% | 減碼 |
| Allen Investment Management LLC | 3,342 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 3,362 | $23.5 萬 | 0.02% | −219−6.1% | 減碼 |
| E&G Advisors, LP | 3,352 | $23.5 萬 | 0.06% | +3,352 | 加碼 |
| West Paces Advisors Inc. | 3,363 | $23.6 萬 | 0.08% | −28−0.8% | 減碼 |
| First National Bank Sioux Falls | 3,370 | $23.6 萬 | 0.40% | 00.0% | 不變 |
| Davidson Trust Co | 3,378 | $23.6 萬 | 0.18% | +6+0.2% | 加碼 |
| Relative Value Partners Group, LLC | 3,395 | $23.8 萬 | 0.02% | −34−1.0% | 減碼 |
| Mutual Advisors, LLC | 3,418 | $23.9 萬 | 0.01% | −1,154−25.2% | 減碼 |
| TrinityPoint Wealth, LLC | 3,410 | $23.9 萬 | 0.05% | +353+11.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,430 | $24.0 萬 | 0.02% | −1,142−25.0% | 減碼 |