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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 33,492 | $173.6 萬 | 0.08% | +29,570+754.0% | 加碼 |
| Thompson Siegel & Walmsley LLC | 24,425 | $171.0 萬 | 0.02% | +435+1.8% | 加碼 |
| Daiwa Securities Group Inc. | 24,288 | $170.1 萬 | 0.01% | +826+3.5% | 加碼 |
| Argyle Capital Management Inc. | 24,235 | $169.7 萬 | 0.56% | +750+3.2% | 加碼 |
| Corient Capital Partners, LLC | 24,086 | $168.7 萬 | 0.12% | +2,510+11.6% | 加碼 |
| Strategic Financial Services, Inc, | 23,862 | $167.1 萬 | 0.13% | −5,727−19.4% | 減碼 |
| Van Eck Associates Corp | 23,639 | $165.5 萬 | 0.00% | +784+3.4% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 23,579 | $165.1 萬 | 0.19% | +998+4.4% | 加碼 |
| TD Private Client Wealth LLC | 23,573 | $165.1 萬 | 0.07% | −103−0.4% | 減碼 |
| Annex Advisory Services, LLC | 23,515 | $164.6 萬 | 0.13% | +2,438+11.6% | 加碼 |
| Orleans Capital Management Corp | 23,295 | $163.1 萬 | 1.04% | −2,810−10.8% | 減碼 |
| Blair William & Co | 23,120 | $161.9 萬 | 0.01% | +4,101+21.6% | 加碼 |
| City Holding Co | 22,984 | $160.9 萬 | 0.27% | +320+1.4% | 加碼 |
| Venture Visionary Partners LLC | 22,802 | $159.0 萬 | 0.11% | +4,857+27.1% | 加碼 |
| Wilen Investment Management Corp. | 22,666 | $157.5 萬 | 1.29% | 00.0% | 不變 |
| River Wealth Advisors LLC | 22,492 | $157.5 萬 | 0.27% | +230+1.0% | 加碼 |
| SWS Partners | 22,362 | $156.6 萬 | 0.97% | +3,363+17.7% | 加碼 |
| AE Wealth Management LLC | 22,235 | $155.7 萬 | 0.01% | +3,932+21.5% | 加碼 |
| Xponance, Inc. | 22,130 | $155.0 萬 | 0.03% | −2,107−8.7% | 減碼 |
| Exencial Wealth Advisors, LLC | 22,085 | $154.7 萬 | 0.07% | +443+2.0% | 加碼 |
| Citizens National Bank Trust Department | 22,011 | $154.1 萬 | 0.44% | −50−0.2% | 減碼 |
| Wealth Advisory Solutions, LLC | 21,965 | $153.8 萬 | 0.34% | +1,072+5.1% | 加碼 |
| Koshinski Asset Management, Inc. | 21,865 | $153.1 萬 | 0.13% | +6,362+41.0% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 21,765 | $152.4 萬 | 0.02% | +21,765 | 新進 |
| Baxter Bros Inc | 21,660 | $151.7 萬 | 0.24% | −636−2.9% | 減碼 |
| Quantitative Investment Management, LLC | 21,663 | $151.7 萬 | 0.14% | +21,663 | 新進 |
| Green Square Capital Advisors LLC | 21,421 | $150.0 萬 | 0.34% | +970+4.7% | 加碼 |
| Neville Rodie & Shaw Inc | 21,372 | $149.6 萬 | 0.12% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 21,351 | $149.5 萬 | 0.05% | −794−3.6% | 減碼 |
| Profund Advisors LLC | 21,245 | $148.8 萬 | 0.05% | −5,066−19.3% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 21,102 | $147.7 萬 | 0.02% | +674+3.3% | 加碼 |
| SG3 Management, LLC | 21,000 | $147.1 萬 | 0.52% | +21,000 | 新進 |
| Leonteq Securities AG | 20,925 | $146.5 萬 | 0.08% | +16,805+407.9% | 加碼 |
| Hartford Financial Management Inc. | 20,867 | $146.1 萬 | 0.37% | +10.0% | 加碼 |
| Cheviot Value Management, LLC | 20,479 | $143.4 萬 | 0.37% | −77−0.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,380 | $143.3 萬 | 0.02% | +197+1.0% | 加碼 |
| Clifford Swan Investment Counsel LLC | 18,342 | $143.3 萬 | 0.05% | 00.0% | 不變 |
| Greylin Investment Mangement Inc | 20,415 | $143.0 萬 | 0.29% | +3,750+22.5% | 加碼 |
| Charter Trust Co | 20,269 | $141.9 萬 | 0.13% | +97+0.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,044 | $140.4 萬 | 0.04% | +2,540+14.5% | 加碼 |
| Carret Asset Management, LLC | 19,908 | $139.4 萬 | 0.17% | +200+1.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,893 | $139.3 萬 | 0.03% | +80.0% | 加碼 |
| Somerset Trust Co | 19,850 | $139.0 萬 | 0.57% | −425−2.1% | 減碼 |
| Nomura Holdings Inc | 19,088 | $138.5 萬 | 0.01% | +12,174+176.1% | 加碼 |
| Ingalls & Snyder LLC | 19,490 | $136.5 萬 | 0.06% | −375−1.9% | 減碼 |
| Thrivent Financial for Lutherans | 19,238 | $134.7 萬 | 0.00% | +72+0.4% | 加碼 |
| Cardinal Capital Management | 19,156 | $134.1 萬 | 0.29% | +378+2.0% | 加碼 |
| Fernwood Investment Management, LLC | 19,109 | $133.8 萬 | 0.46% | +400+2.1% | 加碼 |
| HBK Sorce Advisory LLC | 19,088 | $133.7 萬 | 0.07% | +244+1.3% | 加碼 |
| Financial Counselors Inc | 18,887 | $132.3 萬 | 0.03% | +133+0.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 18,831 | $131.9 萬 | 0.06% | +18,831 | 新進 |
| Wedbush Securities Inc | 18,797 | $131.6 萬 | 0.06% | +787+4.4% | 加碼 |
| Mattern Wealth Management LLC | 18,721 | $131.1 萬 | 0.44% | −298−1.6% | 減碼 |
| Polar Asset Management Partners Inc. | 18,685 | $130.9 萬 | 0.02% | +18,685 | 新進 |
| Icon Wealth Partners, LLC | 18,569 | $130.0 萬 | 0.14% | −208−1.1% | 減碼 |
| TownSquare Capital, LLC | 18,456 | $129.2 萬 | 0.04% | +1,838+11.1% | 加碼 |
| Auxier Asset Management | 18,412 | $128.9 萬 | 0.22% | +100+0.5% | 加碼 |
| Winton Group Ltd | 18,379 | $128.7 萬 | 0.07% | −4,459−19.5% | 減碼 |
| Tiaa, FSB | 18,351 | $128.6 萬 | 0.00% | −1,479−7.5% | 減碼 |
| Tdam USA Inc. | 18,350 | $128.5 萬 | 0.08% | −469−2.5% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $128.2 萬 | 0.17% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 17,974 | $127.6 萬 | 0.08% | +9,389+109.4% | 加碼 |
| Fma Advisory Inc | 18,145 | $127.1 萬 | 0.47% | −462−2.5% | 減碼 |
| Curbstone Financial Management Corp | 18,106 | $126.8 萬 | 0.24% | +214+1.2% | 加碼 |
| Moser Wealth Advisors, LLC | 18,008 | $126.1 萬 | 0.81% | +757+4.4% | 加碼 |
| Sonora Investment Management, LLC | 17,881 | $125.2 萬 | 0.16% | +1,425+8.7% | 加碼 |
| American Century Companies Inc | 17,851 | $125.0 萬 | 0.00% | +3,604+25.3% | 加碼 |
| Nikko Asset Management Americas, Inc. | 17,644 | $123.3 萬 | 0.01% | −1,360−7.2% | 減碼 |
| Cetera Advisors LLC | 17,476 | $122.4 萬 | 0.02% | +1,913+12.3% | 加碼 |
| Dowling & Yahnke LLC | 17,451 | $122.2 萬 | 0.07% | −169−1.0% | 減碼 |
| XML Financial, LLC | 17,442 | $122.1 萬 | 0.16% | +17,442 | 新進 |
| Telemus Capital, LLC | 17,369 | $121.6 萬 | 0.10% | +1,647+10.5% | 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 |
| Community Bank & Trust, Waco, Texas | 17,319 | $121.3 萬 | 0.39% | +381+2.2% | 加碼 |
| Bowling Portfolio Management LLC | 17,238 | $120.7 萬 | 0.27% | −157−0.9% | 減碼 |
| Terry L. Blaker | 17,209 | $120.5 萬 | 0.08% | +250+1.5% | 加碼 |
| Intrust Bank NA | 17,172 | $120.3 萬 | 0.16% | +170+1.0% | 加碼 |
| OPSEU Pension Plan Trust Fund | 16,740 | $120.2 萬 | 0.30% | −255−1.5% | 減碼 |
| Point72 Hong Kong Ltd | 17,128 | $119.9 萬 | 0.09% | +11,085+183.4% | 加碼 |
| CFM Wealth Partners LLC | 17,061 | $119.4 萬 | 0.30% | +70.0% | 加碼 |
| Laird Norton Trust Company, LLC | 17,036 | $119.3 萬 | 0.12% | +17,036 | 新進 |
| Dynamic Advisor Solutions LLC | 17,027 | $119.2 萬 | 0.09% | +7,375+76.4% | 加碼 |
| Arvest Bank Trust Division | 17,001 | $119.1 萬 | 0.07% | −2,825−14.2% | 減碼 |
| 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 |
| Northside Capital Management, LLC | 16,848 | $118.0 萬 | 0.32% | 00.0% | 不變 |
| Advisor Partners LLC | 16,515 | $115.7 萬 | 0.08% | −1,394−7.8% | 減碼 |
| B. Riley Wealth Management, Inc. | 16,425 | $115.0 萬 | 0.09% | +10,511+177.7% | 加碼 |
| Everett Harris & Co | 16,342 | $114.4 萬 | 0.02% | −250−1.5% | 減碼 |
| Tower Bridge Advisors | 16,072 | $112.6 萬 | 0.08% | −500−3.0% | 減碼 |
| Bailard, Inc. | 15,822 | $110.8 萬 | 0.04% | +310+2.0% | 加碼 |
| Lee Danner & Bass Inc | 15,806 | $110.7 萬 | 0.10% | −567−3.5% | 減碼 |
| First Hawaiian Bank | 15,774 | $110.4 萬 | 0.05% | −51−0.3% | 減碼 |
| Harbour Investment Management LLC | 15,465 | $108.3 萬 | 0.55% | −25−0.2% | 減碼 |
| Strategic Advisors LLC | 15,439 | $108.1 萬 | 0.23% | −96−0.6% | 減碼 |
| San Luis Wealth Advisors LLC | 15,339 | $107.4 萬 | 0.60% | +15,339 | 新進 |
| Credit Agricole S A | 14,828 | $103.8 萬 | 0.04% | +6,367+75.3% | 加碼 |
| Cowa, LLC | 14,182 | $102.9 萬 | 0.59% | −35,200−71.3% | 減碼 |
| Synovus Financial Corp | 14,517 | $102.2 萬 | 0.01% | +412+2.9% | 加碼 |