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 4 季 13F 持有人
Phillips 66 在 2021/12/31 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
- 1,358
- 較 2021 年第 3 季 +145 家
- 持有股數
- 3.06 億
- 較 2021 年第 3 季 +301.8 萬 (+1.0%)
- 總市值
- $222.1 億
- 較 2021 年第 3 季 +$9.91 億 (+4.7%)
- 新進機構
- 230
- 另有 462 家加碼
- 清倉機構
- 85
- 另有 460 家減碼
另有 26 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Somerset Trust Co | 20,079 | $145.5 萬 | 0.53% | +229+1.2% | 加碼 |
| Cheviot Value Management, LLC | 20,353 | $147.5 萬 | 0.35% | −126−0.6% | 減碼 |
| XML Financial, LLC | 20,657 | $149.7 萬 | 0.18% | +3,215+18.4% | 加碼 |
| Quantamental Technologies LLC | 20,688 | $149.9 萬 | 0.76% | +20,688 | 新進 |
| First Nebraska Trust Co | 20,741 | $150.3 萬 | 0.18% | −4,325−17.3% | 減碼 |
| Koshinski Asset Management, Inc. | 20,765 | $150.5 萬 | 0.12% | −1,100−5.0% | 減碼 |
| Hartford Financial Management Inc. | 20,868 | $151.2 萬 | 0.35% | +10.0% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 20,918 | $151.6 萬 | 1.37% | +20,918 | 新進 |
| HBK Sorce Advisory LLC | 21,042 | $152.5 萬 | 0.08% | +1,954+10.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,309 | $154.4 萬 | 0.01% | −178,408−89.3% | 減碼 |
| Neville Rodie & Shaw Inc | 21,372 | $154.9 萬 | 0.11% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 21,398 | $155.0 萬 | 0.14% | −10,479−32.9% | 減碼 |
| Baxter Bros Inc | 21,431 | $155.3 萬 | 0.23% | −229−1.1% | 減碼 |
| Wilen Investment Management Corp. | 21,916 | $157.8 萬 | 1.20% | −750−3.3% | 減碼 |
| Profund Advisors LLC | 21,848 | $158.3 萬 | 0.05% | +603+2.8% | 加碼 |
| Strategic Financial Services, Inc, | 21,921 | $158.8 萬 | 0.12% | −1,941−8.1% | 減碼 |
| Corient Capital Partners, LLC | 22,338 | $161.8 萬 | 0.11% | −1,748−7.3% | 減碼 |
| Green Square Capital Advisors LLC | 22,456 | $162.7 萬 | 0.32% | +1,035+4.8% | 加碼 |
| Gotham Asset Management, LLC | 23,008 | $166.7 萬 | 0.05% | +19,246+511.6% | 加碼 |
| Van Eck Associates Corp | 23,055 | $167.1 萬 | 0.00% | −584−2.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 23,059 | $167.1 萬 | 0.03% | +10,194+79.2% | 加碼 |
| FIL Ltd | 23,142 | $167.7 萬 | 0.00% | −20,388−46.8% | 減碼 |
| Venture Visionary Partners LLC | 24,267 | $171.2 萬 | 0.11% | +1,465+6.4% | 加碼 |
| River Wealth Advisors LLC | 23,677 | $171.6 萬 | 0.27% | +1,185+5.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 23,735 | $172.0 萬 | 0.06% | −2,945−11.0% | 減碼 |
| AXA S.A. | 23,893 | $173.1 萬 | 0.00% | −50,902−68.1% | 減碼 |
| SWS Partners | 23,943 | $173.5 萬 | 0.99% | +1,581+7.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 24,089 | $174.6 萬 | 0.03% | −862−3.5% | 減碼 |
| Algert Global LLC | 24,199 | $175.3 萬 | 0.22% | −673−2.7% | 減碼 |
| STRS Ohio | 24,221 | $175.5 萬 | 0.01% | −8,560−26.1% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,620 | $178.4 萬 | 0.84% | −1,018−4.0% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 24,784 | $179.6 萬 | 0.05% | −331−1.3% | 減碼 |
| Leavell Investment Management, Inc. | 24,896 | $180.4 萬 | 0.12% | −11,036−30.7% | 減碼 |
| Argyle Capital Management Inc. | 25,235 | $182.9 萬 | 0.57% | +1,000+4.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 25,532 | $185.0 萬 | 0.10% | +25,532 | 新進 |
| German American Bancorp, Inc. | 25,540 | $185.1 萬 | 0.26% | +356+1.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 25,549 | $185.2 萬 | 0.04% | −200−0.8% | 減碼 |
| Daiwa Securities Group Inc. | 25,578 | $185.3 萬 | 0.01% | +1,290+5.3% | 加碼 |
| SG Americas Securities, LLC | 25,749 | $186.6 萬 | 0.01% | +15,491+151.0% | 加碼 |
| Garrison Asset Management, LLC | 25,866 | $187.4 萬 | 1.02% | −164−0.6% | 減碼 |
| City Holding Co | 22,560 | $190.0 萬 | 0.32% | −424−1.8% | 減碼 |
| Blair William & Co | 26,271 | $190.4 萬 | 0.01% | +3,151+13.6% | 加碼 |
| Principle Wealth Partners LLC | 26,405 | $191.3 萬 | 0.20% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 26,481 | $191.9 萬 | 0.62% | −232−0.9% | 減碼 |
| Exencial Wealth Advisors, LLC | 26,590 | $192.7 萬 | 0.09% | +4,505+20.4% | 加碼 |
| Unison Advisors LLC | 26,712 | $193.5 萬 | 0.47% | +409+1.6% | 加碼 |
| New Mexico Educational Retirement Board | 26,728 | $193.7 萬 | 0.06% | −1,900−6.6% | 減碼 |
| Shelton Capital Management | 26,751 | $193.8 萬 | 0.07% | +300+1.1% | 加碼 |
| Kentucky Retirement Systems | 26,823 | $194.4 萬 | 0.08% | +1,024+4.0% | 加碼 |
| Johnson Investment Counsel Inc | 26,966 | $195.4 萬 | 0.02% | +62+0.2% | 加碼 |
| Trustmark National Bank Trust Department | 27,110 | $196.4 萬 | 0.15% | −4,590−14.5% | 減碼 |
| Pineno Levin & Ford Asset Management, Inc. | 27,157 | $196.8 萬 | 0.58% | +980+3.7% | 加碼 |
| Virginia Wealth Management Group, Inc. | 27,334 | $198.1 萬 | 1.78% | +27,334 | 新進 |
| Prio Wealth Limited Partnership | 27,419 | $198.7 萬 | 0.06% | 00.0% | 不變 |
| Panagora Asset Management Inc | 27,438 | $198.8 萬 | 0.01% | −3,113−10.2% | 減碼 |
| Louisiana State Employees Retirement System | 27,500 | $199.3 萬 | 0.04% | +200+0.7% | 加碼 |
| Pinnacle Wealth Management, LLC | 27,518 | $199.4 萬 | 1.71% | +27,518 | 新進 |
| Davenport & Co LLC | 27,528 | $199.5 萬 | 0.01% | −5,784−17.4% | 減碼 |
| SevenBridge Financial Group, LLC | 27,618 | $200.1 萬 | 0.60% | −1,010−3.5% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,682 | $200.6 萬 | 0.58% | +381+1.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 27,986 | $202.8 萬 | 0.03% | +27,986 | 新進 |
| Regions Financial Corp | 28,019 | $203.0 萬 | 0.02% | +2,680+10.6% | 加碼 |
| Xponance, Inc. | 28,161 | $204.1 萬 | 0.03% | +6,031+27.3% | 加碼 |
| Central Trust Co | 28,194 | $204.2 萬 | 0.06% | −170−0.6% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 28,218 | $204.5 萬 | 0.22% | +4,639+19.7% | 加碼 |
| Resources Investment Advisors, LLC. | 28,343 | $205.4 萬 | 0.08% | −183−0.6% | 減碼 |
| Ziegler Capital Management, LLC | 27,520 | $206.6 萬 | 0.07% | +27,520 | 新進 |
| NewSquare Capital LLC | 28,564 | $207.0 萬 | 0.22% | +2,475+9.5% | 加碼 |
| Parsons Capital Management Inc | 28,734 | $208.2 萬 | 0.15% | −175−0.6% | 減碼 |
| Private Advisor Group, LLC | 29,182 | $211.5 萬 | 0.02% | −12,612−30.2% | 減碼 |
| Fundamentun, LLC | 29,640 | $214.8 萬 | 0.34% | +2,581+9.5% | 加碼 |
| People's United Financial, Inc. | 29,915 | $216.8 萬 | 0.05% | −8,298−21.7% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 29,990 | $217.3 萬 | 0.38% | +1,484+5.2% | 加碼 |
| Quadrature Capital Ltd | 30,180 | $218.7 萬 | 0.12% | −39,122−56.5% | 減碼 |
| Burney Co | 30,277 | $219.4 萬 | 0.09% | +16,692+122.9% | 加碼 |
| Kingsview Wealth Management, LLC | 30,394 | $220.2 萬 | 0.09% | −1,656−5.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 30,665 | $222.2 萬 | 0.09% | +11,834+62.8% | 加碼 |
| Seven Eight Capital, LP | 30,776 | $223.0 萬 | 0.40% | +25,049+437.4% | 加碼 |
| Demars Financial Group, LLC | 31,220 | $226.2 萬 | 1.20% | +24,716+380.0% | 加碼 |
| Quantbot Technologies LP | 31,536 | $228.5 萬 | 0.19% | −41,466−56.8% | 減碼 |
| Capitolis Advisors LLC | 31,552 | $228.6 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 31,752 | $230.1 萬 | 0.00% | +657+2.1% | 加碼 |
| Capstone Investment Advisors, LLC | 32,093 | $232.5 萬 | 0.04% | +208+0.7% | 加碼 |
| Becker Capital Management Inc | 32,204 | $233.4 萬 | 0.09% | −5,232−14.0% | 減碼 |
| Cerity Partners LLC | 32,308 | $234.3 萬 | 0.04% | +594+1.9% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 32,436 | $235.0 萬 | 1.44% | +32,436 | 新進 |
| Virtu Financial LLC | 32,493 | $235.4 萬 | 0.24% | +32,493 | 新進 |
| Canal Insurance CO | 32,500 | $235.5 萬 | 0.69% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $236.0 萬 | 0.00% | −43,258−57.0% | 減碼 |
| Oppenheimer & Co Inc | 32,614 | $236.3 萬 | 0.04% | −11,059−25.3% | 減碼 |
| Blueshift Asset Management, LLC | 32,636 | $236.5 萬 | 0.21% | +26,582+439.1% | 加碼 |
| Scissortail Wealth Management, LLC | 32,694 | $236.9 萬 | 0.91% | +32,694 | 新進 |
| Thompson Siegel & Walmsley LLC | 32,756 | $237.3 萬 | 0.03% | +8,331+34.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 32,986 | $238.3 萬 | 0.02% | −900−2.7% | 減碼 |
| Riverview Capital Advisers, LLC | 32,954 | $238.8 萬 | 1.06% | +32,954 | 新進 |
| Elo Mutual Pension Insurance Co | 33,252 | $240.9 萬 | 0.07% | +2,569+8.4% | 加碼 |
| Heritage Trust Co | 33,371 | $241.9 萬 | 0.31% | −1,720−4.9% | 減碼 |
| Maryland State Retirement & Pension System | 33,413 | $242.1 萬 | 0.06% | 00.0% | 不變 |
| Marathon Capital Management | 33,520 | $242.9 萬 | 0.57% | +225+0.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 34,224 | $248.0 萬 | 0.19% | −421−1.2% | 減碼 |