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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 8,399 | $58.8 萬 | 0.01% | −69−0.8% | 減碼 |
| Edge Capital Group, LLC | 8,400 | $58.8 萬 | 0.05% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 8,455 | $59.2 萬 | 0.01% | −60,780−87.8% | 減碼 |
| Weik Capital Management | 8,490 | $59.5 萬 | 0.25% | −1,980−18.9% | 減碼 |
| North Star Investment Management Corp. | 8,539 | $59.8 萬 | 0.05% | +5+0.1% | 加碼 |
| Wealthsource Partners, LLC | 8,565 | $60.0 萬 | 0.05% | −91−1.1% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 8,582 | $60.1 萬 | 0.14% | +2,097+32.3% | 加碼 |
| BerganKDV Wealth Management, LLC | 8,618 | $60.4 萬 | 0.07% | +1,427+19.8% | 加碼 |
| CoreCommodity Management, LLC | 8,761 | $61.4 萬 | 0.17% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 8,772 | $61.4 萬 | 0.05% | +2,057+30.6% | 加碼 |
| Bank of Hawaii | 8,806 | $61.7 萬 | 0.03% | −1,338−13.2% | 減碼 |
| Valeo Financial Advisors, LLC | 8,838 | $61.9 萬 | 0.04% | +3,915+79.5% | 加碼 |
| Islay Capital Management, LLC | 8,877 | $62.2 萬 | 0.48% | −304−3.3% | 減碼 |
| Heron Financial Group, LLC | 8,876 | $62.2 萬 | 0.35% | +69+0.8% | 加碼 |
| X-Square Capital, LLC | 8,915 | $62.4 萬 | 0.32% | +711+8.7% | 加碼 |
| Fiduciary Group LLC | 7,604 | $62.5 萬 | 0.07% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 8,950 | $62.7 萬 | 0.10% | 00.0% | 不變 |
| DCM Advisors, LLC | 8,972 | $62.8 萬 | 0.24% | +8,972 | 新進 |
| Caldwell Trust Co | 8,990 | $63.0 萬 | 0.08% | 00.0% | 不變 |
| Moody National Bank Trust Division | 9,030 | $63.2 萬 | 0.01% | +12+0.1% | 加碼 |
| Old Dominion Capital Management Inc | 9,025 | $63.2 萬 | 0.14% | +316+3.6% | 加碼 |
| Ferris Capital, LLC | 8,125 | $63.3 萬 | 0.14% | +8,125 | 新進 |
| Granite Investment Advisors, LLC | 9,074 | $63.5 萬 | 0.10% | −1,000−9.9% | 減碼 |
| Jacobi Capital Management LLC | 9,089 | $63.6 萬 | 0.08% | +303+3.4% | 加碼 |
| Cypress Capital Management LLC | 7,466 | $64.1 萬 | 0.08% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 9,156 | $64.2 萬 | 0.03% | −124−1.3% | 減碼 |
| Delta Financial Advisors LLC | 9,201 | $64.4 萬 | 0.29% | +20.0% | 加碼 |
| IndexIQ Advisors LLC | 9,227 | $64.6 萬 | 0.02% | +1,613+21.2% | 加碼 |
| Adirondack Trust Co | 8,725 | $65.3 萬 | 0.31% | +91+1.1% | 加碼 |
| Eudaimonia Partners, LLC | 9,375 | $65.7 萬 | 0.12% | +15+0.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 9,386 | $65.7 萬 | 0.01% | +6,380+212.2% | 加碼 |
| Wetherby Asset Management Inc | 9,470 | $66.3 萬 | 0.04% | +65+0.7% | 加碼 |
| Energy Opportunities Capital Management, LLC | 9,500 | $66.5 萬 | 1.71% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 9,493 | $66.5 萬 | 0.03% | +236+2.5% | 加碼 |
| Alpine Woods Capital Investors, LLC | 9,500 | $66.5 萬 | 0.07% | +9,500 | 新進 |
| Stock Yards Bank & Trust Co | 9,591 | $67.2 萬 | 0.04% | −200−2.0% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,652 | $67.6 萬 | 0.14% | +114+1.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 9,689 | $67.9 萬 | 0.10% | −990−9.3% | 減碼 |
| Baker Ellis Asset Management LLC | 8,220 | $67.9 萬 | 0.13% | 00.0% | 不變 |
| NuWave Investment Management, LLC | 9,708 | $68.0 萬 | 0.78% | +9,708 | 新進 |
| Investors Research Corp | 9,723 | $68.1 萬 | 0.23% | 00.0% | 不變 |
| Engineers Gate Manager LP | 9,750 | $68.3 萬 | 0.04% | +9,750 | 新進 |
| Homrich & Berg | 9,818 | $68.8 萬 | 0.02% | +606+6.6% | 加碼 |
| Stillwater Investment Management, LLC | 9,836 | $68.9 萬 | 0.18% | −141−1.4% | 減碼 |
| Fairfield, Bush & Co. | 9,920 | $69.5 萬 | 0.23% | −1,400−12.4% | 減碼 |
| YHB Investment Advisors, Inc. | 9,937 | $69.6 萬 | 0.06% | +783+8.6% | 加碼 |
| Centiva Capital, LP | 9,974 | $69.8 萬 | 0.06% | +9,974 | 新進 |
| First National Trust Co | 10,140 | $71.0 萬 | 0.04% | +85+0.8% | 加碼 |
| Landsberg, Bennett, & Dubbaneh LLC | 9,826 | $71.3 萬 | 0.09% | +240+2.5% | 加碼 |
| SG Americas Securities, LLC | 10,258 | $71.8 萬 | 0.00% | −111,143−91.6% | 減碼 |
| First Mercantile Trust Co | 10,264 | $71.9 萬 | 0.10% | −398−3.7% | 減碼 |
| FORA Capital, LLC | 10,263 | $71.9 萬 | 0.18% | +4,459+76.8% | 加碼 |
| Optimal Asset Management, Inc. | 10,335 | $72.4 萬 | 0.09% | +13+0.1% | 加碼 |
| Sunbelt Securities, Inc. | 9,722 | $72.4 萬 | 0.13% | 00.0% | 不變 |
| Lincoln National Corp | 10,357 | $72.6 萬 | 0.02% | +679+7.0% | 加碼 |
| CAPROCK Group, Inc. | 10,406 | $72.9 萬 | 0.07% | +6,139+143.9% | 加碼 |
| Redpoint Investment Management Pty Ltd | 10,460 | $73.3 萬 | 0.06% | −1,137−9.8% | 減碼 |
| Cannell Peter B & Co Inc | 10,479 | $73.4 萬 | 0.02% | 00.0% | 不變 |
| Resources Management Corp | 10,530 | $73.7 萬 | 0.11% | +740+7.6% | 加碼 |
| Hudson Valley Investment Advisors Inc | 10,585 | $74.1 萬 | 0.13% | −499−4.5% | 減碼 |
| Parcion Private Wealth LLC | 9,218 | $74.8 萬 | 0.07% | +109+1.2% | 加碼 |
| Inscription Capital, LLC | 10,768 | $75.4 萬 | 0.24% | −15,637−59.2% | 減碼 |
| V Wealth Advisors LLC | 10,789 | $75.5 萬 | 0.12% | −53−0.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 10,805 | $75.8 萬 | 0.02% | −13,719−55.9% | 減碼 |
| Echo Street Capital Management LLC | 10,905 | $76.4 萬 | 0.01% | +2,423+28.6% | 加碼 |
| Stephens Inc | 10,985 | $76.9 萬 | 0.01% | −132−1.2% | 減碼 |
| IFP Advisors, Inc | 11,012 | $77.5 萬 | 0.02% | −1,003−8.3% | 減碼 |
| 17 Capital Partners, LLC | 11,062 | $77.5 萬 | 0.73% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 11,062 | $77.5 萬 | 0.01% | +123+1.1% | 加碼 |
| National Asset Management, Inc. | 11,113 | $77.9 萬 | 0.02% | +463+4.3% | 加碼 |
| Paragon Capital Management LLC | 11,179 | $78.3 萬 | 0.41% | +141+1.3% | 加碼 |
| Bragg Financial Advisors, Inc | 11,278 | $79.0 萬 | 0.05% | −499−4.2% | 減碼 |
| Capital Advisors Inc | 11,281 | $79.0 萬 | 0.02% | −59−0.5% | 減碼 |
| Kesler, Norman & Wride, LLC | 11,288 | $79.0 萬 | 0.19% | +237+2.1% | 加碼 |
| South State Corp. | 11,375 | $79.6 萬 | 0.07% | −181−1.6% | 減碼 |
| Spire Wealth Management | 11,518 | $80.7 萬 | 0.02% | +99+0.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,531 | $80.8 萬 | 0.09% | +135+1.2% | 加碼 |
| MAI Capital Management | 11,629 | $81.4 萬 | 0.02% | +626+5.7% | 加碼 |
| GWM Advisors LLC | 11,635 | $81.5 萬 | 0.02% | −1,541−11.7% | 減碼 |
| First Quadrant L P | 11,685 | $81.8 萬 | 0.10% | 00.0% | 不變 |
| Smith, Moore & Co. | 11,769 | $82.4 萬 | 0.13% | −79−0.7% | 減碼 |
| Exeter Financial, LLC | 11,800 | $82.6 萬 | 0.49% | 00.0% | 不變 |
| Sigma Planning Corp | 11,812 | $82.7 萬 | 0.03% | −1,202−9.2% | 減碼 |
| Jeppson Wealth Management, LLC | 11,810 | $82.7 萬 | 0.43% | +675+6.1% | 加碼 |
| Pavion Blue Capital, LLC | 11,838 | $82.9 萬 | 0.52% | +10.0% | 加碼 |
| HAP Trading, LLC | 11,849 | $83.0 萬 | 0.06% | +11,849 | 新進 |
| Kestra Private Wealth Services, LLC | 11,910 | $83.4 萬 | 0.05% | +1,277+12.0% | 加碼 |
| Trilogy Capital Inc. | 11,930 | $83.5 萬 | 0.06% | +251+2.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,063 | $84.5 萬 | 0.15% | 00.0% | 不變 |
| Boston Trust Walden Corp | 12,168 | $85.2 萬 | 0.01% | −702−5.5% | 減碼 |
| Fiduciary Trust Co | 12,212 | $85.5 萬 | 0.02% | −60.0% | 減碼 |
| Bessemer Group Inc | 12,214 | $85.6 萬 | 0.00% | +1,450+13.5% | 加碼 |
| Resource Management, LLC | 12,295 | $86.1 萬 | 0.10% | −42−0.3% | 減碼 |
| Barry Investment Advisors, LLC | 12,363 | $86.6 萬 | 0.24% | +23+0.2% | 加碼 |
| Silvant Capital Management LLC | 12,378 | $86.7 萬 | 0.15% | −1,127−8.3% | 減碼 |
| IBM Retirement Fund | 12,410 | $86.9 萬 | 0.07% | +74+0.6% | 加碼 |
| Fruth Investment Management | 12,445 | $87.1 萬 | 0.27% | 00.0% | 不變 |
| Man Group plc | 12,434 | $87.1 萬 | 0.00% | +12,434 | 新進 |
| Greytown Advisors Inc. | 12,449 | $87.2 萬 | 0.39% | +2,489+25.0% | 加碼 |
| Doheny Asset Management | 12,472 | $87.3 萬 | 0.62% | −2,100−14.4% | 減碼 |