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 |
|---|---|---|---|---|---|
| American Portfolios Advisors | 6,669 | $46.7 萬 | 0.02% | +276+4.3% | 加碼 |
| Sandy Spring Bank | 6,659 | $46.6 萬 | 0.02% | −596−8.2% | 減碼 |
| Clearstead Advisors, LLC | 6,640 | $46.5 萬 | 0.03% | +476+7.7% | 加碼 |
| Adell Harriman & Carpenter Inc | 6,636 | $46.5 萬 | 0.05% | −500−7.0% | 減碼 |
| Peoples Bank | 6,580 | $46.1 萬 | 0.25% | −50−0.8% | 減碼 |
| MTM Investment Management, LLC | 6,590 | $46.1 萬 | 0.25% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 6,553 | $45.9 萬 | 0.06% | −307−4.5% | 減碼 |
| Flputnam Investment Management Co | 6,536 | $45.8 萬 | 0.02% | −125−1.9% | 減碼 |
| U S Global Investors Inc | 6,500 | $45.5 萬 | 0.01% | 00.0% | 不變 |
| Miller Investment Management, LP | 6,500 | $45.5 萬 | 0.08% | 00.0% | 不變 |
| Demars Financial Group, LLC | 6,504 | $45.5 萬 | 0.27% | +6,504 | 新進 |
| Argent Trust Co | 6,490 | $45.4 萬 | 0.03% | +137+2.2% | 加碼 |
| Vestcor Inc | 6,453 | $45.2 萬 | 0.02% | −878−12.0% | 減碼 |
| South Street Advisors LLC | 6,420 | $45.0 萬 | 0.09% | 00.0% | 不變 |
| Veriti Management LLC | 6,381 | $44.7 萬 | 0.06% | −1,463−18.7% | 減碼 |
| Tocqueville Asset Management L.P. | 6,291 | $44.1 萬 | 0.01% | −11,560−64.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 6,299 | $44.1 萬 | 0.03% | −1,155−15.5% | 減碼 |
| Prospera Financial Services Inc | 6,300 | $44.1 萬 | 0.02% | +356+6.0% | 加碼 |
| Essex Savings Bank | 6,206 | $44.1 萬 | 0.16% | +464+8.1% | 加碼 |
| Pensionfund DSM Netherlands | 6,300 | $44.1 萬 | 0.06% | +6,300 | 新進 |
| Clark Capital Management Group, Inc. | 6,255 | $43.8 萬 | 0.01% | −236,047−97.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,260 | $43.8 萬 | 0.02% | +75+1.2% | 加碼 |
| Transform Wealth, LLC | 6,241 | $43.7 萬 | 0.05% | −271−4.2% | 減碼 |
| Patten Group, Inc. | 6,244 | $43.7 萬 | 0.13% | −71−1.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 6,239 | $43.7 萬 | 0.11% | +221+3.7% | 加碼 |
| Carroll Financial Associates, Inc. | 6,212 | $43.5 萬 | 0.02% | −247−3.8% | 減碼 |
| Summit Financial, LLC | 6,198 | $43.4 萬 | 0.04% | +2,896+87.7% | 加碼 |
| Patron Partners Advisors, LLC | 6,203 | $43.4 萬 | 0.32% | +47+0.8% | 加碼 |
| Harbor Investment Advisory, LLC | 6,152 | $43.1 萬 | 0.06% | −414−6.3% | 減碼 |
| Atlas Private Wealth Management | 6,148 | $43.1 萬 | 0.26% | +1,398+29.4% | 加碼 |
| Corsicana & Co. | 6,107 | $42.8 萬 | 0.27% | +4,965+434.8% | 加碼 |
| Allen Capital Group, LLC | 6,100 | $42.7 萬 | 0.09% | +10.0% | 加碼 |
| Comerica Securities,inc. | 6,090 | $42.6 萬 | 0.03% | −1,012−14.2% | 減碼 |
| Retirement Group, LLC | 6,077 | $42.6 萬 | 0.20% | +216+3.7% | 加碼 |
| Childress Capital Advisors, LLC | 6,096 | $42.6 萬 | 0.17% | +511+9.1% | 加碼 |
| Blueshift Asset Management, LLC | 6,054 | $42.4 萬 | 0.02% | −40,188−86.9% | 減碼 |
| Altium Wealth Management LLC | 6,053 | $42.4 萬 | 0.03% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 6,021 | $42.2 萬 | 0.08% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 6,016 | $42.1 萬 | 0.08% | −1,045−14.8% | 減碼 |
| Capstone Triton Financial Group, LLC | 5,021 | $42.0 萬 | 0.25% | 00.0% | 不變 |
| Regent Investment Management LLC | 5,977 | $41.9 萬 | 0.10% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 5,977 | $41.9 萬 | 0.00% | +1,493+33.3% | 加碼 |
| Wealth Alliance | 5,950 | $41.7 萬 | 0.09% | −505−7.8% | 減碼 |
| Thomas White International Ltd | 5,950 | $41.7 萬 | 0.06% | 00.0% | 不變 |
| Trust Co of Oklahoma | 5,933 | $41.5 萬 | 0.15% | −8,451−58.8% | 減碼 |
| Roof Eidam & Maycock | 5,910 | $41.4 萬 | 0.15% | 00.0% | 不變 |
| Mairs & Power Inc | 5,901 | $41.3 萬 | 0.00% | −1,186−16.7% | 減碼 |
| Cullinan Associates Inc | 5,874 | $41.1 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 5,874 | $41.1 萬 | 0.06% | +94+1.6% | 加碼 |
| AdvisorNet Financial, Inc | 5,858 | $41.0 萬 | 0.03% | −1,327−18.5% | 減碼 |
| Arlington Capital Management, Inc. | 5,861 | $41.0 萬 | 0.77% | +5,861 | 新進 |
| Cornerstone Wealth Management, LLC | 5,836 | $40.9 萬 | 0.04% | +96+1.7% | 加碼 |
| Roberts Glore & Co Inc | 5,781 | $40.5 萬 | 0.12% | 00.0% | 不變 |
| Campion Asset Management LLC | 5,762 | $40.4 萬 | 0.36% | 00.0% | 不變 |
| Westhampton Capital, LLC | 5,753 | $40.3 萬 | 0.28% | −195−3.3% | 減碼 |
| 1st Source Bank | 5,750 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Seven Eight Capital, LP | 5,727 | $40.1 萬 | 0.04% | +5,727 | 新進 |
| Beacon Pointe Advisors, LLC | 5,708 | $40.0 萬 | 0.01% | −3,769−39.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 5,716 | $40.0 萬 | 0.00% | −400−6.5% | 減碼 |
| Meristem Family Wealth, LLC | 5,698 | $39.9 萬 | 0.04% | +1,868+48.8% | 加碼 |
| Clarius Group, LLC | 5,644 | $39.5 萬 | 0.04% | +133+2.4% | 加碼 |
| NEXT Financial Group, Inc | 5,634 | $39.5 萬 | 0.03% | +309+5.8% | 加碼 |
| S.A. Mason LLC | 5,644 | $39.5 萬 | 0.26% | +1,010+21.8% | 加碼 |
| HighPoint Advisor Group LLC | 5,574 | $39.0 萬 | 0.04% | −1,492−21.1% | 減碼 |
| Conning Inc. | 5,534 | $38.8 萬 | 0.01% | −320−5.5% | 減碼 |
| Mission Wealth Management, LP | 5,528 | $38.7 萬 | 0.02% | +364+7.0% | 加碼 |
| Vaughan David Investments LLC | 5,501 | $38.5 萬 | 0.01% | −667−10.8% | 減碼 |
| Outfitter Financial LLC | 5,500 | $38.5 萬 | 0.30% | 00.0% | 不變 |
| DuPont Capital Management Corp | 5,462 | $38.3 萬 | 0.01% | −3,775−40.9% | 減碼 |
| Your Advocates Ltd., LLP | 5,456 | $38.2 萬 | 0.25% | −211−3.7% | 減碼 |
| Weaver Consulting Group | 5,449 | $38.2 萬 | 0.21% | +62+1.2% | 加碼 |
| Empirical Finance, LLC | 5,448 | $38.2 萬 | 0.06% | +312+6.1% | 加碼 |
| HYA Advisors, Inc | 4,648 | $38.1 萬 | 0.15% | −90−1.9% | 減碼 |
| Petrus Trust Company, LTA | 5,441 | $38.1 萬 | 0.04% | +5,441 | 新進 |
| Bennicas & Associates, Inc. | 5,408 | $37.9 萬 | 0.21% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 5,405 | $37.9 萬 | 0.28% | 00.0% | 不變 |
| Savant Capital, LLC | 5,404 | $37.8 萬 | 0.01% | −246−4.4% | 減碼 |
| Westwood Holdings Group Inc. | 5,361 | $37.6 萬 | 0.00% | −3,368−38.6% | 減碼 |
| Northeast Financial Consultants Inc | 5,350 | $37.5 萬 | 0.03% | −15,370−74.2% | 減碼 |
| EP Wealth Advisors, LLC | 5,360 | $37.5 萬 | 0.01% | −2,477−31.6% | 減碼 |
| Brandywine Oak Private Wealth LLC | 5,364 | $37.5 萬 | 0.04% | −668−11.1% | 減碼 |
| Rosenberg Matthew Hamilton | 5,359 | $37.5 萬 | 0.15% | +738+16.0% | 加碼 |
| Hanson & Doremus Investment Management | 5,316 | $37.2 萬 | 0.09% | −1,491−21.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 5,299 | $37.1 萬 | 0.04% | −693−11.6% | 減碼 |
| Trust Co of Toledo NA | 5,303 | $37.1 萬 | 0.06% | −56−1.0% | 減碼 |
| Miller Howard Investments Inc | 5,285 | $37.0 萬 | 0.02% | −365−6.5% | 減碼 |
| Birmingham Capital Management Co Inc | 5,281 | $37.0 萬 | 0.14% | +1,865+54.6% | 加碼 |
| Prentice Wealth Management LLC | 5,262 | $36.8 萬 | 0.18% | +40+0.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,234 | $36.7 萬 | 0.08% | −2,800−34.9% | 減碼 |
| Institutional & Family Asset Management, LLC | 5,241 | $36.7 萬 | 0.06% | 00.0% | 不變 |
| NFJ Investment Group, LLC | 5,217 | $36.6 萬 | 0.01% | −1,157−18.2% | 減碼 |
| Colony Group LLC | 5,215 | $36.5 萬 | 0.01% | −39−0.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,200 | $36.4 萬 | 0.05% | +1,768+51.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,176 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| Shepherd Kaplan Krochuk, LLC | 5,150 | $36.1 萬 | 0.13% | −200−3.7% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,144 | $36.0 萬 | 0.05% | +5+0.1% | 加碼 |
| Congress Park Capital LLC | 5,140 | $36.0 萬 | 0.18% | −500−8.9% | 減碼 |
| Belpointe Asset Management LLC | 5,118 | $35.9 萬 | 0.02% | −2,337−31.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 5,115 | $35.8 萬 | 0.04% | −175−3.3% | 減碼 |
| Apollon Wealth Management, LLC | 5,112 | $35.8 萬 | 0.05% | +5,112 | 新進 |