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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 3,652 | $26.3 萬 | 0.09% | −5,019−57.9% | 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 |
| 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 |
| 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 |
| Investors Asset Management of Georgia Inc | 3,652 | $25.6 萬 | 0.13% | −50−1.4% | 減碼 |
| 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 |
| Estabrook Capital Management | 3,635 | $25.5 萬 | 0.04% | +69+1.9% | 加碼 |
| Chemung Canal Trust Co | 3,629 | $25.4 萬 | 0.05% | −50,266−93.3% | 減碼 |
| IFG Advisory, LLC | 3,622 | $25.3 萬 | 0.03% | +294+8.8% | 加碼 |
| 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 |
| Spinnaker Trust | 3,584 | $25.1 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| 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 |
| 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 |
| RMB Capital Management, LLC | 3,492 | $24.5 萬 | 0.01% | +38+1.1% | 加碼 |
| 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 |
| 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 |
| J.W. Cole Advisors, Inc. | 3,430 | $24.0 萬 | 0.02% | −1,142−25.0% | 減碼 |
| 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 |
| 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 |
| Relative Value Partners Group, LLC | 3,395 | $23.8 萬 | 0.02% | −34−1.0% | 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 |
| West Paces Advisors Inc. | 3,363 | $23.6 萬 | 0.08% | −28−0.8% | 減碼 |
| 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 |
| 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 |
| Clear Street Markets LLC | 3,300 | $23.1 萬 | 0.05% | −1,372−29.4% | 減碼 |
| Financial Advisory Service, Inc. | 3,256 | $22.8 萬 | 0.02% | +93+2.9% | 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 |
| 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 |
| Mirabella Financial Services LLP | 3,194 | $22.4 萬 | 0.03% | +3,194 | 新進 |
| Allworth Financial LP | 3,165 | $22.2 萬 | 0.00% | −58−1.8% | 減碼 |
| Eagle Bay Advisors LLC | 3,153 | $22.1 萬 | 0.13% | +1,460+86.2% | 加碼 |
| Bank of New Hampshire | 2,562 | $22.0 萬 | 0.06% | 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 |
| Whalerock Point Partners, LLC | 3,119 | $21.8 萬 | 0.08% | 00.0% | 不變 |
| 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 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,079 | $21.6 萬 | 0.11% | −650−17.4% | 減碼 |
| 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 |
| Liberty Wealth Management LLC | 3,008 | $21.4 萬 | 0.08% | +411+15.8% | 加碼 |
| Pflug Koory, LLC | 3,043 | $21.3 萬 | 0.12% | −310−9.2% | 減碼 |
| 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 |
| 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 |
| Laffer Tengler Investments | 3,001 | $21.0 萬 | 0.06% | −2,401−44.4% | 減碼 |
| 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 |
| Integrated Wealth Concepts LLC | 2,981 | $20.9 萬 | 0.01% | +2,981 | 新進 |
| Park National Corp | 2,957 | $20.8 萬 | 0.01% | −1,148−28.0% | 減碼 |
| M&R Capital Management Inc | 2,963 | $20.7 萬 | 0.05% | −100−3.3% | 減碼 |
| Regal Investment Advisors LLC | 2,945 | $20.6 萬 | 0.02% | +436+17.4% | 加碼 |
| Ssi Investment Management LLC | 2,941 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Chilton Capital Management LLC | 2,881 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| Canvas Wealth Advisors, LLC | 2,860 | $20.0 萬 | 0.08% | +25+0.9% | 加碼 |
| Gables Capital Management Inc. | 2,752 | $19.3 萬 | 0.13% | 00.0% | 不變 |
| Mercer Capital Advisers, Inc. | 2,691 | $18.8 萬 | 0.10% | −250−8.5% | 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,623 | $18.4 萬 | 0.00% | −4,345−62.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,584 | $18.1 萬 | 0.00% | −363−12.3% | 減碼 |
| First Horizon Advisors, Inc. | 2,562 | $17.9 萬 | 0.01% | −432−14.4% | 減碼 |