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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 4,613 | $32.3 萬 | 0.07% | +621+15.6% | 加碼 |
| Tennessee Valley Asset Management Partners | 4,611 | $32.3 萬 | 0.12% | +4,611 | 新進 |
| Waratah Capital Advisors Ltd. | 4,624 | $32.4 萬 | 0.02% | +4,624 | 新進 |
| Siemens Fonds Invest GmbH | 4,626 | $32.4 萬 | 0.02% | +4,626 | 新進 |
| WP Advisors, LLC | 4,667 | $32.7 萬 | 0.13% | +59+1.3% | 加碼 |
| Compton Capital Management Inc | 4,675 | $32.7 萬 | 0.10% | +1,300+38.5% | 加碼 |
| JustInvest LLC | 4,693 | $32.9 萬 | 0.03% | −2,631−35.9% | 減碼 |
| Washington Trust Co | 4,695 | $32.9 萬 | 0.01% | +50+1.1% | 加碼 |
| Ambassador Advisors, LLC | 4,722 | $33.1 萬 | 0.06% | −194−3.9% | 減碼 |
| Easterly Investment Partners LLC | 4,742 | $33.2 萬 | 0.02% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 4,775 | $33.4 萬 | 0.02% | +250+5.5% | 加碼 |
| Successful Portfolios LLC | 4,793 | $33.6 萬 | 0.20% | +500+11.6% | 加碼 |
| Aldebaran Financial Inc. | 4,815 | $33.7 萬 | 0.29% | +280+6.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,824 | $33.7 萬 | 0.03% | +716+17.4% | 加碼 |
| Transcend Wealth Collective, LLC | 4,114 | $33.8 萬 | 0.03% | +82+2.0% | 加碼 |
| Coastline Trust Co | 4,839 | $33.9 萬 | 0.04% | −460−8.7% | 減碼 |
| FineMark National Bank & Trust | 4,846 | $33.9 萬 | 0.01% | −396−7.6% | 減碼 |
| Full Sail Capital, LLC | 4,855 | $34.0 萬 | 0.03% | +1,918+65.3% | 加碼 |
| Gofen & Glossberg LLC | 4,879 | $34.2 萬 | 0.01% | +80+1.7% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 4,885 | $34.2 萬 | 0.13% | +288+6.3% | 加碼 |
| Allstate Corp | 4,924 | $34.5 萬 | 0.01% | −1,249−20.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,924 | $34.5 萬 | 0.02% | +490+11.1% | 加碼 |
| Harbor Financial Services, LLC | 4,928 | $34.5 萬 | 0.15% | +536+12.2% | 加碼 |
| Markston International LLC | 4,937 | $34.6 萬 | 0.32% | −7,762−61.1% | 減碼 |
| Valley Brook Capital Group | 4,952 | $34.6 萬 | 0.34% | −461−8.5% | 減碼 |
| J. W. Coons Advisors, LLC | 4,979 | $34.8 萬 | 0.12% | −1,687−25.3% | 減碼 |
| MCF Advisors LLC | 4,964 | $34.8 萬 | 0.04% | +32+0.6% | 加碼 |
| Journey Advisory Group, LLC | 4,973 | $34.8 萬 | 0.11% | +1,785+56.0% | 加碼 |
| Inlet Private Wealth, LLC | 5,000 | $35.0 萬 | 0.09% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 4,999 | $35.0 萬 | 0.11% | +69+1.4% | 加碼 |
| Excalibur Management Corp | 5,012 | $35.1 萬 | 0.15% | +920+22.5% | 加碼 |
| Pinnacle Financial Partners Inc | 5,019 | $35.2 萬 | 0.01% | −64−1.3% | 減碼 |
| Valmark Advisers, Inc. | 5,044 | $35.3 萬 | 0.01% | −6,625−56.8% | 減碼 |
| Cambridge Trust Co | 5,062 | $35.4 萬 | 0.01% | −231−4.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 4,273 | $35.4 萬 | 0.05% | +769+21.9% | 加碼 |
| Manchester Capital Management LLC | 5,059 | $35.4 萬 | 0.05% | +2,419+91.6% | 加碼 |
| Wilkins Investment Counsel Inc | 5,070 | $35.5 萬 | 0.09% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 5,081 | $35.6 萬 | 0.00% | −440−8.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 5,115 | $35.8 萬 | 0.04% | −175−3.3% | 減碼 |
| Apollon Wealth Management, LLC | 5,112 | $35.8 萬 | 0.05% | +5,112 | 新進 |
| Belpointe Asset Management LLC | 5,118 | $35.9 萬 | 0.02% | −2,337−31.3% | 減碼 |
| Congress Park Capital LLC | 5,140 | $36.0 萬 | 0.18% | −500−8.9% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,144 | $36.0 萬 | 0.05% | +5+0.1% | 加碼 |
| Shepherd Kaplan Krochuk, LLC | 5,150 | $36.1 萬 | 0.13% | −200−3.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,176 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 5,200 | $36.4 萬 | 0.05% | +1,768+51.5% | 加碼 |
| Colony Group LLC | 5,215 | $36.5 萬 | 0.01% | −39−0.7% | 減碼 |
| NFJ Investment Group, LLC | 5,217 | $36.6 萬 | 0.01% | −1,157−18.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,234 | $36.7 萬 | 0.08% | −2,800−34.9% | 減碼 |
| Institutional & Family Asset Management, LLC | 5,241 | $36.7 萬 | 0.06% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 5,262 | $36.8 萬 | 0.18% | +40+0.8% | 加碼 |
| Miller Howard Investments Inc | 5,285 | $37.0 萬 | 0.02% | −365−6.5% | 減碼 |
| Birmingham Capital Management Co Inc | 5,281 | $37.0 萬 | 0.14% | +1,865+54.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,299 | $37.1 萬 | 0.04% | −693−11.6% | 減碼 |
| Trust Co of Toledo NA | 5,303 | $37.1 萬 | 0.06% | −56−1.0% | 減碼 |
| Hanson & Doremus Investment Management | 5,316 | $37.2 萬 | 0.09% | −1,491−21.9% | 減碼 |
| Northeast Financial Consultants Inc | 5,350 | $37.5 萬 | 0.03% | −15,370−74.2% | 減碼 |
| EP Wealth Advisors, LLC | 5,360 | $37.5 萬 | 0.01% | −2,477−31.6% | 減碼 |
| Brandywine Oak Private Wealth LLC | 5,364 | $37.5 萬 | 0.04% | −668−11.1% | 減碼 |
| Rosenberg Matthew Hamilton | 5,359 | $37.5 萬 | 0.15% | +738+16.0% | 加碼 |
| Westwood Holdings Group Inc. | 5,361 | $37.6 萬 | 0.00% | −3,368−38.6% | 減碼 |
| Savant Capital, LLC | 5,404 | $37.8 萬 | 0.01% | −246−4.4% | 減碼 |
| Bennicas & Associates, Inc. | 5,408 | $37.9 萬 | 0.21% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 5,405 | $37.9 萬 | 0.28% | 00.0% | 不變 |
| HYA Advisors, Inc | 4,648 | $38.1 萬 | 0.15% | −90−1.9% | 減碼 |
| Petrus Trust Company, LTA | 5,441 | $38.1 萬 | 0.04% | +5,441 | 新進 |
| Your Advocates Ltd., LLP | 5,456 | $38.2 萬 | 0.25% | −211−3.7% | 減碼 |
| Weaver Consulting Group | 5,449 | $38.2 萬 | 0.21% | +62+1.2% | 加碼 |
| Empirical Finance, LLC | 5,448 | $38.2 萬 | 0.06% | +312+6.1% | 加碼 |
| DuPont Capital Management Corp | 5,462 | $38.3 萬 | 0.01% | −3,775−40.9% | 減碼 |
| Vaughan David Investments LLC | 5,501 | $38.5 萬 | 0.01% | −667−10.8% | 減碼 |
| Outfitter Financial LLC | 5,500 | $38.5 萬 | 0.30% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,528 | $38.7 萬 | 0.02% | +364+7.0% | 加碼 |
| Conning Inc. | 5,534 | $38.8 萬 | 0.01% | −320−5.5% | 減碼 |
| HighPoint Advisor Group LLC | 5,574 | $39.0 萬 | 0.04% | −1,492−21.1% | 減碼 |
| Clarius Group, LLC | 5,644 | $39.5 萬 | 0.04% | +133+2.4% | 加碼 |
| NEXT Financial Group, Inc | 5,634 | $39.5 萬 | 0.03% | +309+5.8% | 加碼 |
| S.A. Mason LLC | 5,644 | $39.5 萬 | 0.26% | +1,010+21.8% | 加碼 |
| Meristem Family Wealth, LLC | 5,698 | $39.9 萬 | 0.04% | +1,868+48.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 5,708 | $40.0 萬 | 0.01% | −3,769−39.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 5,716 | $40.0 萬 | 0.00% | −400−6.5% | 減碼 |
| Seven Eight Capital, LP | 5,727 | $40.1 萬 | 0.04% | +5,727 | 新進 |
| Westhampton Capital, LLC | 5,753 | $40.3 萬 | 0.28% | −195−3.3% | 減碼 |
| 1st Source Bank | 5,750 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Campion Asset Management LLC | 5,762 | $40.4 萬 | 0.36% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 5,781 | $40.5 萬 | 0.12% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 5,836 | $40.9 萬 | 0.04% | +96+1.7% | 加碼 |
| AdvisorNet Financial, Inc | 5,858 | $41.0 萬 | 0.03% | −1,327−18.5% | 減碼 |
| Arlington Capital Management, Inc. | 5,861 | $41.0 萬 | 0.77% | +5,861 | 新進 |
| Cullinan Associates Inc | 5,874 | $41.1 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 5,874 | $41.1 萬 | 0.06% | +94+1.6% | 加碼 |
| Mairs & Power Inc | 5,901 | $41.3 萬 | 0.00% | −1,186−16.7% | 減碼 |
| Roof Eidam & Maycock | 5,910 | $41.4 萬 | 0.15% | 00.0% | 不變 |
| Trust Co of Oklahoma | 5,933 | $41.5 萬 | 0.15% | −8,451−58.8% | 減碼 |
| Wealth Alliance | 5,950 | $41.7 萬 | 0.09% | −505−7.8% | 減碼 |
| Thomas White International Ltd | 5,950 | $41.7 萬 | 0.06% | 00.0% | 不變 |
| Regent Investment Management LLC | 5,977 | $41.9 萬 | 0.10% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 5,977 | $41.9 萬 | 0.00% | +1,493+33.3% | 加碼 |
| Capstone Triton Financial Group, LLC | 5,021 | $42.0 萬 | 0.25% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 6,016 | $42.1 萬 | 0.08% | −1,045−14.8% | 減碼 |