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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 8,220 | $67.9 萬 | 0.13% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 9,652 | $67.6 萬 | 0.14% | +114+1.2% | 加碼 |
| Stock Yards Bank & Trust Co | 9,591 | $67.2 萬 | 0.04% | −200−2.0% | 減碼 |
| 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 |
| Wetherby Asset Management Inc | 9,470 | $66.3 萬 | 0.04% | +65+0.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 9,386 | $65.7 萬 | 0.01% | +6,380+212.2% | 加碼 |
| Eudaimonia Partners, LLC | 9,375 | $65.7 萬 | 0.12% | +15+0.2% | 加碼 |
| Adirondack Trust Co | 8,725 | $65.3 萬 | 0.31% | +91+1.1% | 加碼 |
| IndexIQ Advisors LLC | 9,227 | $64.6 萬 | 0.02% | +1,613+21.2% | 加碼 |
| Delta Financial Advisors LLC | 9,201 | $64.4 萬 | 0.29% | +20.0% | 加碼 |
| Tiedemann Advisors, LLC | 9,156 | $64.2 萬 | 0.03% | −124−1.3% | 減碼 |
| Cypress Capital Management LLC | 7,466 | $64.1 萬 | 0.08% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 9,089 | $63.6 萬 | 0.08% | +303+3.4% | 加碼 |
| Granite Investment Advisors, LLC | 9,074 | $63.5 萬 | 0.10% | −1,000−9.9% | 減碼 |
| Ferris Capital, LLC | 8,125 | $63.3 萬 | 0.14% | +8,125 | 新進 |
| 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 |
| Caldwell Trust Co | 8,990 | $63.0 萬 | 0.08% | 00.0% | 不變 |
| DCM Advisors, LLC | 8,972 | $62.8 萬 | 0.24% | +8,972 | 新進 |
| Longfellow Investment Management Co LLC | 8,950 | $62.7 萬 | 0.10% | 00.0% | 不變 |
| Fiduciary Group LLC | 7,604 | $62.5 萬 | 0.07% | 00.0% | 不變 |
| X-Square Capital, LLC | 8,915 | $62.4 萬 | 0.32% | +711+8.7% | 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 |
| Valeo Financial Advisors, LLC | 8,838 | $61.9 萬 | 0.04% | +3,915+79.5% | 加碼 |
| Bank of Hawaii | 8,806 | $61.7 萬 | 0.03% | −1,338−13.2% | 減碼 |
| 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 |
| BerganKDV Wealth Management, LLC | 8,618 | $60.4 萬 | 0.07% | +1,427+19.8% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 8,582 | $60.1 萬 | 0.14% | +2,097+32.3% | 加碼 |
| Wealthsource Partners, LLC | 8,565 | $60.0 萬 | 0.05% | −91−1.1% | 減碼 |
| North Star Investment Management Corp. | 8,539 | $59.8 萬 | 0.05% | +5+0.1% | 加碼 |
| Weik Capital Management | 8,490 | $59.5 萬 | 0.25% | −1,980−18.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 8,455 | $59.2 萬 | 0.01% | −60,780−87.8% | 減碼 |
| 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 |
| Wimmer Associates 1, LLC | 8,340 | $58.4 萬 | 0.35% | +189+2.3% | 加碼 |
| Two Sigma Securities, LLC | 8,308 | $58.2 萬 | 0.12% | +8,308 | 新進 |
| American National Insurance Co | 8,300 | $58.1 萬 | 0.02% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 8,257 | $57.8 萬 | 0.06% | −271−3.2% | 減碼 |
| Lido Advisors, LLC | 8,242 | $57.7 萬 | 0.01% | −766−8.5% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 8,191 | $57.4 萬 | 0.14% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 8,164 | $57.2 萬 | 0.08% | −161−1.9% | 減碼 |
| Peapack Gladstone Financial Corp | 8,167 | $57.2 萬 | 0.01% | +601+7.9% | 加碼 |
| Bull Street Advisors, LLC | 8,151 | $57.1 萬 | 0.29% | 00.0% | 不變 |
| AQR Capital Management LLC | 8,105 | $56.5 萬 | 0.00% | +1,020+14.4% | 加碼 |
| Karpas Strategies, LLC | 7,262 | $56.3 萬 | 0.19% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 7,938 | $55.5 萬 | 0.19% | −121−1.5% | 減碼 |
| Intrua Financial, LLC | 7,148 | $55.3 萬 | 0.10% | +875+13.9% | 加碼 |
| Verition Fund Management LLC | 7,880 | $55.2 萬 | 0.01% | +7,880 | 新進 |
| Miracle Mile Advisors, LLC | 7,865 | $55.1 萬 | 0.03% | +2,892+58.2% | 加碼 |
| Arkadios Wealth Advisors | 7,860 | $55.0 萬 | 0.08% | +629+8.7% | 加碼 |
| Boenning & Scattergood, Inc. | 7,769 | $54.4 萬 | 0.10% | −340−4.2% | 減碼 |
| Vantage Consulting Group Inc | 7,752 | $54.3 萬 | 0.12% | +2,143+38.2% | 加碼 |
| Institute for Wealth Management, LLC. | 7,744 | $54.2 萬 | 0.10% | +7+0.1% | 加碼 |
| Banque Cantonale Vaudoise | 7,702 | $54.0 萬 | 0.02% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 7,664 | $53.7 萬 | 0.02% | +759+11.0% | 加碼 |
| Columbia Trust Co 01012016 | 7,610 | $53.3 萬 | 0.28% | +510+7.2% | 加碼 |
| Agf Investments Inc. | 7,486 | $52.4 萬 | 0.00% | +523+7.5% | 加碼 |
| Busey Wealth Management | 7,450 | $52.2 萬 | 0.02% | +3,507+88.9% | 加碼 |
| AMG National Trust Bank | 7,404 | $51.9 萬 | 0.02% | −2,232−23.2% | 減碼 |
| Dearborn Partners LLC | 7,420 | $51.9 萬 | 0.02% | +519+7.5% | 加碼 |
| Ahrens Investment Partners LLC | 7,398 | $51.8 萬 | 0.25% | +7,398 | 新進 |
| Glenview Trust Co | 7,377 | $51.7 萬 | 0.02% | −100−1.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 7,358 | $51.5 萬 | 0.09% | −1,957−21.0% | 減碼 |
| First Manhattan Co | 7,354 | $51.5 萬 | 0.00% | −188−2.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 7,340 | $51.4 萬 | 0.04% | +1,097+17.6% | 加碼 |
| Greenleaf Trust | 7,324 | $51.3 萬 | 0.01% | +918+14.3% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,299 | $51.1 萬 | 0.37% | +1,330+22.3% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 6,216 | $51.1 萬 | 0.27% | +266+4.5% | 加碼 |
| Aull & Monroe Investment Management Corp | 7,277 | $51.0 萬 | 0.25% | −75−1.0% | 減碼 |
| Welch & Forbes LLC | 7,249 | $50.8 萬 | 0.01% | +203+2.9% | 加碼 |
| Covington Capital Management | 7,236 | $50.7 萬 | 0.02% | −118−1.6% | 減碼 |
| Bank Ozk | 7,239 | $50.7 萬 | 0.23% | +224+3.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 7,234 | $50.7 萬 | 0.07% | +932+14.8% | 加碼 |
| Cresset Asset Management, LLC | 7,232 | $50.6 萬 | 0.01% | +3,272+82.6% | 加碼 |
| Swiss Life Asset Management Ltd | 7,205 | $50.4 萬 | 0.01% | +161+2.3% | 加碼 |
| Independent Advisor Alliance | 7,188 | $50.3 萬 | 0.03% | −460−6.0% | 減碼 |
| King Luther Capital Management Corp | 7,172 | $50.2 萬 | 0.00% | −812−10.2% | 減碼 |
| Harbour Investments, Inc. | 7,125 | $49.9 萬 | 0.02% | −1,567−18.0% | 減碼 |
| Bank Hapoalim BM | 7,101 | $49.7 萬 | 0.05% | −246−3.3% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $49.6 萬 | 0.15% | +500+7.6% | 加碼 |
| Peoples Financial Services Corp. | 7,060 | $49.5 萬 | 0.21% | 00.0% | 不變 |
| Navalign, LLC | 7,059 | $49.4 萬 | 0.21% | +128+1.8% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 7,050 | $49.4 萬 | 0.31% | 00.0% | 不變 |
| Lincoln Capital LLC | 7,042 | $49.3 萬 | 0.13% | +1,835+35.2% | 加碼 |
| Linscomb & Williams, Inc. | 7,023 | $49.2 萬 | 0.03% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 7,001 | $49.0 萬 | 0.02% | −643−8.4% | 減碼 |
| RFG Advisory, LLC | 6,999 | $49.0 萬 | 0.04% | −282−3.9% | 減碼 |
| Palisade Asset Management, LLC | 6,890 | $48.3 萬 | 0.06% | −145−2.1% | 減碼 |
| Symmetry Partners, LLC | 6,174 | $47.8 萬 | 0.03% | 00.0% | 不變 |
| Ieq Capital, LLC | 6,837 | $47.8 萬 | 0.01% | +3,637+113.7% | 加碼 |
| Brewin Dolphin Ltd | 6,810 | $47.7 萬 | 0.02% | −355−5.0% | 減碼 |
| Roman Butler Fullerton & Co | 5,850 | $47.3 萬 | 0.22% | +75+1.3% | 加碼 |
| Stevens Capital Management LP | 6,748 | $47.3 萬 | 0.20% | +3,253+93.1% | 加碼 |
| True North Advisors, LLC | 6,751 | $47.2 萬 | 0.09% | +585+9.5% | 加碼 |
| Ergoteles LLC | 6,726 | $47.1 萬 | 0.02% | +6,726 | 新進 |
| Pacific Global Investment Management CO | 6,713 | $47.0 萬 | 0.09% | −576−7.9% | 減碼 |