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 |
|---|---|---|---|---|---|
| Bristol John W & Co Inc | 12,500 | $87.5 萬 | 0.02% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 12,541 | $87.8 萬 | 0.26% | +2,455+24.3% | 加碼 |
| Boyd Watterson Asset Management LLC | 12,556 | $87.9 萬 | 0.32% | +141+1.1% | 加碼 |
| BBR Partners, LLC | 12,572 | $88.0 萬 | 0.07% | −1,371−9.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 12,565 | $88.0 萬 | 0.06% | +193+1.6% | 加碼 |
| Ar Asset Management Inc | 12,600 | $88.2 萬 | 0.25% | +3,000+31.3% | 加碼 |
| Bangor Savings Bank | 12,634 | $88.5 萬 | 0.09% | +1,062+9.2% | 加碼 |
| Hoylecohen, LLC | 12,651 | $88.6 萬 | 0.08% | −165−1.3% | 減碼 |
| Cypress Capital Group | 12,698 | $88.9 萬 | 0.12% | −102−0.8% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 12,732 | $89.2 萬 | 0.64% | +267+2.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,865 | $90.1 萬 | 0.02% | −7,868−37.9% | 減碼 |
| Independent Financial Group, LLC | 13,011 | $91.1 萬 | 0.09% | +5,305+68.8% | 加碼 |
| Pinebridge Investments, L.P. | 13,043 | $91.3 萬 | 0.01% | −2,592−16.6% | 減碼 |
| Frontier Wealth Management LLC | 13,056 | $91.4 萬 | 0.06% | −1,154−8.1% | 減碼 |
| Palladium Partners LLC | 13,054 | $91.4 萬 | 0.04% | −721−5.2% | 減碼 |
| Cetera Investment Advisers | 13,104 | $91.8 萬 | 0.01% | −65−0.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 13,109 | $91.8 萬 | 0.07% | 00.0% | 不變 |
| Haverford Trust Co | 13,157 | $92.1 萬 | 0.01% | +88+0.7% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 13,380 | $93.7 萬 | 0.46% | −64−0.5% | 減碼 |
| Evercore Wealth Management, LLC | 13,390 | $93.8 萬 | 0.02% | −1,300−8.8% | 減碼 |
| Cigna Investments Inc | 13,455 | $94.2 萬 | 0.07% | −200−1.5% | 減碼 |
| Parallel Advisors, LLC | 13,452 | $94.2 萬 | 0.04% | +2,806+26.4% | 加碼 |
| Community Bank, N.A. | 13,517 | $94.7 萬 | 0.12% | +292+2.2% | 加碼 |
| Burney Co | 13,585 | $95.1 萬 | 0.04% | +3,250+31.4% | 加碼 |
| Mather Group, LLC. | 13,669 | $95.7 萬 | 0.02% | +7,711+129.4% | 加碼 |
| Armor Investment Advisors, LLC | 13,703 | $96.0 萬 | 0.60% | −1,003−6.8% | 減碼 |
| Clearbridge Investments, LLC | 13,806 | $96.7 萬 | 0.00% | −15,338−52.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 13,905 | $97.4 萬 | 0.02% | +185+1.3% | 加碼 |
| Bartlett & Co. LLC | 13,905 | $97.4 萬 | 0.02% | +185+1.3% | 加碼 |
| Logan Capital Management Inc | 13,989 | $97.9 萬 | 0.05% | 00.0% | 不變 |
| Caxton Associates LP | 14,000 | $98.0 萬 | 0.14% | +14,000 | 新進 |
| Hancock Whitney Corp | 14,055 | $98.5 萬 | 0.03% | −688−4.7% | 減碼 |
| Connecticut Wealth Management, LLC | 14,147 | $99.1 萬 | 0.09% | +40+0.3% | 加碼 |
| Shell Asset Management Co | 14,184 | $99.3 萬 | 0.02% | −453−3.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 14,299 | $100.1 萬 | 0.09% | +943+7.1% | 加碼 |
| Sowell Financial Services LLC | 14,422 | $101.0 萬 | 0.07% | −2,213−13.3% | 減碼 |
| Versor Investments LP | 14,448 | $101.2 萬 | 0.03% | +10,522+268.0% | 加碼 |
| Cutler Group LP | 14,561 | $101.9 萬 | 0.08% | +11,266+341.9% | 加碼 |
| Synovus Financial Corp | 14,517 | $102.2 萬 | 0.01% | +412+2.9% | 加碼 |
| Cowa, LLC | 14,182 | $102.9 萬 | 0.59% | −35,200−71.3% | 減碼 |
| Credit Agricole S A | 14,828 | $103.8 萬 | 0.04% | +6,367+75.3% | 加碼 |
| San Luis Wealth Advisors LLC | 15,339 | $107.4 萬 | 0.60% | +15,339 | 新進 |
| Strategic Advisors LLC | 15,439 | $108.1 萬 | 0.23% | −96−0.6% | 減碼 |
| Harbour Investment Management LLC | 15,465 | $108.3 萬 | 0.55% | −25−0.2% | 減碼 |
| First Hawaiian Bank | 15,774 | $110.4 萬 | 0.05% | −51−0.3% | 減碼 |
| Lee Danner & Bass Inc | 15,806 | $110.7 萬 | 0.10% | −567−3.5% | 減碼 |
| Bailard, Inc. | 15,822 | $110.8 萬 | 0.04% | +310+2.0% | 加碼 |
| Tower Bridge Advisors | 16,072 | $112.6 萬 | 0.08% | −500−3.0% | 減碼 |
| Everett Harris & Co | 16,342 | $114.4 萬 | 0.02% | −250−1.5% | 減碼 |
| B. Riley Wealth Management, Inc. | 16,425 | $115.0 萬 | 0.09% | +10,511+177.7% | 加碼 |
| Advisor Partners LLC | 16,515 | $115.7 萬 | 0.08% | −1,394−7.8% | 減碼 |
| Northside Capital Management, LLC | 16,848 | $118.0 萬 | 0.32% | 00.0% | 不變 |
| Nwam LLC | 16,918 | $118.5 萬 | 0.11% | +2,754+19.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 16,927 | $118.5 萬 | 0.14% | +16,927 | 新進 |
| Arvest Bank Trust Division | 17,001 | $119.1 萬 | 0.07% | −2,825−14.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 17,027 | $119.2 萬 | 0.09% | +7,375+76.4% | 加碼 |
| Laird Norton Trust Company, LLC | 17,036 | $119.3 萬 | 0.12% | +17,036 | 新進 |
| CFM Wealth Partners LLC | 17,061 | $119.4 萬 | 0.30% | +70.0% | 加碼 |
| Point72 Hong Kong Ltd | 17,128 | $119.9 萬 | 0.09% | +11,085+183.4% | 加碼 |
| OPSEU Pension Plan Trust Fund | 16,740 | $120.2 萬 | 0.30% | −255−1.5% | 減碼 |
| Intrust Bank NA | 17,172 | $120.3 萬 | 0.16% | +170+1.0% | 加碼 |
| Terry L. Blaker | 17,209 | $120.5 萬 | 0.08% | +250+1.5% | 加碼 |
| Bowling Portfolio Management LLC | 17,238 | $120.7 萬 | 0.27% | −157−0.9% | 減碼 |
| Community Bank & Trust, Waco, Texas | 17,319 | $121.3 萬 | 0.39% | +381+2.2% | 加碼 |
| Jane Street Group, LLC | 17,356 | $121.5 萬 | 0.00% | −19,889−53.4% | 減碼 |
| Patten & Patten Inc | 17,353 | $121.5 萬 | 0.09% | +257+1.5% | 加碼 |
| Telemus Capital, LLC | 17,369 | $121.6 萬 | 0.10% | +1,647+10.5% | 加碼 |
| XML Financial, LLC | 17,442 | $122.1 萬 | 0.16% | +17,442 | 新進 |
| Dowling & Yahnke LLC | 17,451 | $122.2 萬 | 0.07% | −169−1.0% | 減碼 |
| Cetera Advisors LLC | 17,476 | $122.4 萬 | 0.02% | +1,913+12.3% | 加碼 |
| Nikko Asset Management Americas, Inc. | 17,644 | $123.3 萬 | 0.01% | −1,360−7.2% | 減碼 |
| American Century Companies Inc | 17,851 | $125.0 萬 | 0.00% | +3,604+25.3% | 加碼 |
| Sonora Investment Management, LLC | 17,881 | $125.2 萬 | 0.16% | +1,425+8.7% | 加碼 |
| Moser Wealth Advisors, LLC | 18,008 | $126.1 萬 | 0.81% | +757+4.4% | 加碼 |
| Curbstone Financial Management Corp | 18,106 | $126.8 萬 | 0.24% | +214+1.2% | 加碼 |
| Fma Advisory Inc | 18,145 | $127.1 萬 | 0.47% | −462−2.5% | 減碼 |
| Moors & Cabot, Inc. | 17,974 | $127.6 萬 | 0.08% | +9,389+109.4% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $128.2 萬 | 0.17% | 00.0% | 不變 |
| Tdam USA Inc. | 18,350 | $128.5 萬 | 0.08% | −469−2.5% | 減碼 |
| Tiaa, FSB | 18,351 | $128.6 萬 | 0.00% | −1,479−7.5% | 減碼 |
| Winton Group Ltd | 18,379 | $128.7 萬 | 0.07% | −4,459−19.5% | 減碼 |
| Auxier Asset Management | 18,412 | $128.9 萬 | 0.22% | +100+0.5% | 加碼 |
| TownSquare Capital, LLC | 18,456 | $129.2 萬 | 0.04% | +1,838+11.1% | 加碼 |
| Icon Wealth Partners, LLC | 18,569 | $130.0 萬 | 0.14% | −208−1.1% | 減碼 |
| Polar Asset Management Partners Inc. | 18,685 | $130.9 萬 | 0.02% | +18,685 | 新進 |
| Mattern Wealth Management LLC | 18,721 | $131.1 萬 | 0.44% | −298−1.6% | 減碼 |
| Wedbush Securities Inc | 18,797 | $131.6 萬 | 0.06% | +787+4.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 18,831 | $131.9 萬 | 0.06% | +18,831 | 新進 |
| Financial Counselors Inc | 18,887 | $132.3 萬 | 0.03% | +133+0.7% | 加碼 |
| HBK Sorce Advisory LLC | 19,088 | $133.7 萬 | 0.07% | +244+1.3% | 加碼 |
| Fernwood Investment Management, LLC | 19,109 | $133.8 萬 | 0.46% | +400+2.1% | 加碼 |
| Cardinal Capital Management | 19,156 | $134.1 萬 | 0.29% | +378+2.0% | 加碼 |
| Thrivent Financial for Lutherans | 19,238 | $134.7 萬 | 0.00% | +72+0.4% | 加碼 |
| Ingalls & Snyder LLC | 19,490 | $136.5 萬 | 0.06% | −375−1.9% | 減碼 |
| Nomura Holdings Inc | 19,088 | $138.5 萬 | 0.01% | +12,174+176.1% | 加碼 |
| Somerset Trust Co | 19,850 | $139.0 萬 | 0.57% | −425−2.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,893 | $139.3 萬 | 0.03% | +80.0% | 加碼 |
| Carret Asset Management, LLC | 19,908 | $139.4 萬 | 0.17% | +200+1.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,044 | $140.4 萬 | 0.04% | +2,540+14.5% | 加碼 |
| Charter Trust Co | 20,269 | $141.9 萬 | 0.13% | +97+0.5% | 加碼 |