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 |
|---|---|---|---|---|---|
| Tolleson Wealth Management, Inc. | 3,425 | $24.0 萬 | 0.07% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 3,085 | $24.0 萬 | 0.02% | +48+1.6% | 加碼 |
| Csenge Advisory Group | 3,324 | $24.1 萬 | 0.02% | −1,706−33.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $24.1 萬 | 0.00% | −1,462−29.8% | 減碼 |
| Checchi Capital Advisers, LLC | 3,453 | $24.2 萬 | 0.03% | −743−17.7% | 減碼 |
| Capital Investment Advisors, LLC | 3,462 | $24.2 萬 | 0.01% | −152−4.2% | 減碼 |
| Burke & Herbert Bank & Trust Co | 3,462 | $24.2 萬 | 0.16% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 3,450 | $24.2 萬 | 0.18% | 00.0% | 不變 |
| Gamble Jones Investment Counsel | 3,459 | $24.2 萬 | 0.02% | +17+0.5% | 加碼 |
| RMB Capital Management, LLC | 3,492 | $24.5 萬 | 0.01% | +38+1.1% | 加碼 |
| Searle & Co. | 3,541 | $24.8 萬 | 0.10% | 00.0% | 不變 |
| Harbor Advisors LLC | 3,541 | $24.8 萬 | 0.05% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 3,554 | $24.9 萬 | 0.01% | −1,599−31.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 3,561 | $24.9 萬 | 0.05% | −903−20.2% | 減碼 |
| Boston Private Wealth LLC | 3,578 | $25.0 萬 | 0.00% | −2,300−39.1% | 減碼 |
| Field & Main Bank | 3,564 | $25.0 萬 | 0.16% | 00.0% | 不變 |
| Insight Folios Inc | 3,564 | $25.0 萬 | 0.14% | +553+18.4% | 加碼 |
| Spinnaker Trust | 3,584 | $25.1 萬 | 0.02% | 00.0% | 不變 |
| Dodge & Cox | 3,600 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 3,598 | $25.2 萬 | 0.01% | +126+3.6% | 加碼 |
| IFG Advisory, LLC | 3,622 | $25.3 萬 | 0.03% | +294+8.8% | 加碼 |
| Chemung Canal Trust Co | 3,629 | $25.4 萬 | 0.05% | −50,266−93.3% | 減碼 |
| Estabrook Capital Management | 3,635 | $25.5 萬 | 0.04% | +69+1.9% | 加碼 |
| GHP Investment Advisors, Inc. | 3,640 | $25.5 萬 | 0.02% | −346−8.7% | 減碼 |
| Triumph Capital Management | 3,641 | $25.5 萬 | 0.12% | +55+1.5% | 加碼 |
| Investors Asset Management of Georgia Inc | 3,652 | $25.6 萬 | 0.13% | −50−1.4% | 減碼 |
| Verity Asset Management, Inc. | 3,689 | $25.8 萬 | 0.17% | −4,420−54.5% | 減碼 |
| International Assets Investment Management, LLC | 6,638 | $25.8 萬 | 0.05% | −383−5.5% | 減碼 |
| Vectors Research Management, LLC | 3,681 | $25.8 萬 | 0.06% | −100−2.6% | 減碼 |
| HNP Capital LLC | 3,681 | $25.8 萬 | 0.06% | −100−2.6% | 減碼 |
| McDaniel Terry & Co | 3,688 | $25.8 萬 | 0.03% | 00.0% | 不變 |
| American Research & Management Co. | 3,684 | $25.8 萬 | 0.06% | 00.0% | 不變 |
| Signaturefd, LLC | 3,714 | $26.0 萬 | 0.01% | −115−3.0% | 減碼 |
| Corbyn Investment Management Inc | 3,714 | $26.0 萬 | 0.09% | −36−1.0% | 減碼 |
| Goodman Financial Corp | 3,747 | $26.2 萬 | 0.07% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 3,738 | $26.2 萬 | 0.03% | +162+4.5% | 加碼 |
| Integrated Advisors Network LLC | 3,740 | $26.2 萬 | 0.02% | +1,363+57.3% | 加碼 |
| Rowland & Co Investment Counsel | 3,652 | $26.3 萬 | 0.09% | −5,019−57.9% | 減碼 |
| Whitener Capital Management, Inc. | 3,770 | $26.3 萬 | 0.12% | −8−0.2% | 減碼 |
| Delta Investment Management, LLC | 3,750 | $26.3 萬 | 0.08% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 3,762 | $26.3 萬 | 0.01% | +3,762 | 新進 |
| Barrett Asset Management, LLC | 3,777 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| Group One Trading, L.P. | 3,780 | $26.5 萬 | 0.01% | +3,780 | 新進 |
| Navellier & Associates Inc | 3,800 | $26.6 萬 | 0.04% | +3,800 | 新進 |
| Bluefin Capital Management, LLC | 3,800 | $26.6 萬 | 0.03% | +3,800 | 新進 |
| Murphy Pohlad Asset Management LLC | 3,815 | $26.7 萬 | 0.11% | −16,360−81.1% | 減碼 |
| Loveless Wealth Management LLC | 3,810 | $26.7 萬 | 0.16% | +200+5.5% | 加碼 |
| First Financial Bank - Trust Division | 3,816 | $26.7 萬 | 0.03% | +929+32.2% | 加碼 |
| Waldron Private Wealth LLC | 3,839 | $26.8 萬 | 0.02% | −3,510−47.8% | 減碼 |
| Salem Investment Counselors Inc | 3,830 | $26.8 萬 | 0.01% | +175+4.8% | 加碼 |
| Vident Investment Advisory, LLC | 3,838 | $26.8 萬 | 0.01% | +3,838 | 新進 |
| WBH Advisory Inc | 3,845 | $26.9 萬 | 0.04% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 3,877 | $27.2 萬 | 0.00% | −109−2.7% | 減碼 |
| Joel Isaacson & Co., LLC | 3,879 | $27.2 萬 | 0.02% | +16+0.4% | 加碼 |
| Sentry Investment Management LLC | 3,892 | $27.3 萬 | 0.08% | −569−12.8% | 減碼 |
| Wedgewood Investors Inc | 3,899 | $27.3 萬 | 0.35% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 3,907 | $27.4 萬 | 0.02% | −408−9.5% | 減碼 |
| Acropolis Investment Management, LLC | 4,020 | $27.5 萬 | 0.03% | −224−5.3% | 減碼 |
| Zions Bancorporation, N.A. | 3,933 | $27.6 萬 | 0.03% | +117+3.1% | 加碼 |
| Kovack Advisors, Inc. | 3,956 | $27.7 萬 | 0.03% | −98−2.4% | 減碼 |
| APCM Wealth Management for Individuals | 3,953 | $27.7 萬 | 0.05% | +912+30.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 2,970 | $27.8 萬 | 0.21% | −486−14.1% | 減碼 |
| Sawtooth Solutions, LLC | 3,978 | $27.9 萬 | 0.04% | +1,347+51.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,000 | $28.0 萬 | 0.01% | −1,218−23.3% | 減碼 |
| Whittier Trust Co | 4,020 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| John G Ullman & Associates Inc | 4,010 | $28.1 萬 | 0.04% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 4,030 | $28.2 萬 | 0.01% | −325−7.5% | 減碼 |
| Equitable Holdings, Inc. | 4,036 | $28.3 萬 | 0.00% | +887+28.2% | 加碼 |
| Segment Wealth Management, LLC | 4,093 | $28.7 萬 | 0.03% | −491−10.7% | 減碼 |
| Quilter Plc | 4,127 | $28.9 萬 | 0.01% | −100−2.4% | 減碼 |
| LVM Capital Management Ltd | 4,125 | $28.9 萬 | 0.04% | 00.0% | 不變 |
| Ballew Advisors, Inc | 3,520 | $28.9 萬 | 0.21% | 00.0% | 不變 |
| Meeder Asset Management Inc | 4,147 | $29.0 萬 | 0.02% | −3,213−43.7% | 減碼 |
| Proequities, Inc. | 4,146 | $29.0 萬 | 0.02% | −1,372−24.9% | 減碼 |
| Prestige Wealth Management Group LLC | 4,213 | $29.5 萬 | 0.08% | +807+23.7% | 加碼 |
| Assenagon Asset Management S.A. | 4,229 | $29.6 萬 | 0.00% | +4,229 | 新進 |
| Blue Edge Capital, LLC | 4,239 | $29.7 萬 | 0.06% | +5+0.1% | 加碼 |
| Avantax Planning Partners, Inc. | 4,255 | $29.8 萬 | 0.01% | +10.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 4,356 | $30.5 萬 | 0.10% | −134−3.0% | 減碼 |
| Westbourne Investment Advisors, Inc. | 4,381 | $30.7 萬 | 0.14% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 4,403 | $30.8 萬 | 0.11% | −793−15.3% | 減碼 |
| SignalPoint Asset Management, LLC | 4,394 | $30.8 萬 | 0.10% | −239−5.2% | 減碼 |
| Buckley Wealth Management, LLC | 4,402 | $30.8 萬 | 0.10% | −61−1.4% | 減碼 |
| Scotia Capital Inc. | 4,404 | $30.8 萬 | 0.00% | +314+7.7% | 加碼 |
| Crescent Capital Consulting, LLC | 4,382 | $30.8 萬 | 0.06% | +500+12.9% | 加碼 |
| First Citizens Bank & Trust Co | 4,397 | $30.8 萬 | 0.01% | +671+18.0% | 加碼 |
| Probity Advisors, Inc. | 4,424 | $31.0 萬 | 0.06% | +599+15.7% | 加碼 |
| CoreFirst Bank & Trust | 4,436 | $31.1 萬 | 0.22% | −753−14.5% | 減碼 |
| Foster & Motley Inc | 4,455 | $31.2 萬 | 0.03% | −1,223−21.5% | 減碼 |
| Austin Private Wealth, LLC | 4,469 | $31.3 萬 | 0.07% | −296−6.2% | 減碼 |
| Mid Atlantic Financial Management Inc | 4,516 | $31.6 萬 | 0.02% | −140−3.0% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 4,530 | $31.7 萬 | 0.23% | −1,907−29.6% | 減碼 |
| First Midwest Bank Trust Division | 4,517 | $31.7 萬 | 0.05% | −506−10.1% | 減碼 |
| Change Path, LLC | 4,615 | $31.8 萬 | 0.02% | −3−0.1% | 減碼 |
| Pitcairn Co | 4,548 | $31.8 萬 | 0.02% | +25+0.6% | 加碼 |
| Grace Capital | 950 | $31.8 萬 | 0.20% | −2,050−68.3% | 減碼 |
| Means Investment Co., Inc. | 4,554 | $31.9 萬 | 0.06% | −272−5.6% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 4,581 | $32.0 萬 | 0.08% | −4−0.1% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,588 | $32.1 萬 | 0.10% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 4,592 | $32.2 萬 | 0.01% | +1,316+40.2% | 加碼 |