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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 3,688 | $26.7 萬 | 0.01% | +3,688 | 新進 |
| Joel Isaacson & Co., LLC | 3,694 | $26.8 萬 | 0.02% | −185−4.8% | 減碼 |
| IFG Advisory, LLC | 3,704 | $26.8 萬 | 0.03% | +82+2.3% | 加碼 |
| Capital Investment Advisors, LLC | 3,693 | $26.8 萬 | 0.01% | +231+6.7% | 加碼 |
| Corbyn Investment Management Inc | 3,714 | $26.9 萬 | 0.08% | 00.0% | 不變 |
| Nations Financial Group Inc, | 3,741 | $27.1 萬 | 0.04% | +3,741 | 新進 |
| American Research & Management Co. | 3,755 | $27.2 萬 | 0.06% | +71+1.9% | 加碼 |
| Insight Folios Inc | 3,750 | $27.2 萬 | 0.13% | +186+5.2% | 加碼 |
| Vectors Research Management, LLC | 3,779 | $27.4 萬 | 0.06% | +98+2.7% | 加碼 |
| HNP Capital LLC | 3,779 | $27.4 萬 | 0.06% | +98+2.7% | 加碼 |
| Tributary Capital Management, LLC | 3,800 | $27.5 萬 | 0.02% | +3,800 | 新進 |
| First Financial Bank - Trust Division | 3,816 | $27.6 萬 | 0.03% | 00.0% | 不變 |
| Murphy Pohlad Asset Management LLC | 3,815 | $27.6 萬 | 0.11% | 00.0% | 不變 |
| Loveless Wealth Management LLC | 3,810 | $27.6 萬 | 0.15% | 00.0% | 不變 |
| Goodman Financial Corp | 3,813 | $27.6 萬 | 0.07% | +66+1.8% | 加碼 |
| Metis Global Partners, LLC | 3,822 | $27.7 萬 | 0.08% | +3,822 | 新進 |
| Waldron Private Wealth LLC | 3,841 | $27.8 萬 | 0.01% | +2+0.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 3,844 | $27.9 萬 | 0.01% | −156−3.9% | 減碼 |
| Acropolis Investment Management, LLC | 3,850 | $27.9 萬 | 0.03% | −170−4.2% | 減碼 |
| Trust Co of Oklahoma | 3,852 | $27.9 萬 | 0.09% | −2,081−35.1% | 減碼 |
| Chicago Partners Investment Group LLC | 3,088 | $28.0 萬 | 0.02% | +3+0.1% | 加碼 |
| First National Bank Sioux Falls | 3,861 | $28.0 萬 | 0.30% | +491+14.6% | 加碼 |
| Western Wealth Management, LLC | 3,855 | $28.0 萬 | 0.03% | +3,855 | 新進 |
| Assenagon Asset Management S.A. | 3,876 | $28.1 萬 | 0.00% | −353−8.3% | 減碼 |
| Congress Park Capital LLC | 3,890 | $28.2 萬 | 0.14% | −1,250−24.3% | 減碼 |
| Sentry Investment Management LLC | 3,892 | $28.2 萬 | 0.07% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 3,900 | $28.3 萬 | 0.02% | −1,450−27.1% | 減碼 |
| Wedgewood Investors Inc | 3,899 | $28.3 萬 | 0.33% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,930 | $28.5 萬 | 0.14% | −2,660−40.4% | 減碼 |
| Bridgefront Capital, LLC | 3,943 | $28.6 萬 | 0.28% | +3,943 | 新進 |
| Scotia Capital Inc. | 3,963 | $28.7 萬 | 0.00% | −441−10.0% | 減碼 |
| Zions Bancorporation, N.A. | 3,960 | $28.7 萬 | 0.03% | +27+0.7% | 加碼 |
| KCM Investment Advisors LLC | 3,994 | $28.9 萬 | 0.01% | −36−0.9% | 減碼 |
| BOK Financial Private Wealth, Inc. | 3,996 | $29.0 萬 | 0.02% | +3,996 | 新進 |
| Autumn Glory Partners, LLC | 4,000 | $29.0 萬 | 0.12% | +4,000 | 新進 |
| John G Ullman & Associates Inc | 4,010 | $29.1 萬 | 0.04% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 4,019 | $29.1 萬 | 0.17% | +330+8.9% | 加碼 |
| WBH Advisory Inc | 4,050 | $29.3 萬 | 0.03% | +205+5.3% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,070 | $29.5 萬 | 0.09% | −518−11.3% | 減碼 |
| Kovack Advisors, Inc. | 4,067 | $29.5 萬 | 0.03% | +111+2.8% | 加碼 |
| Segment Wealth Management, LLC | 4,093 | $29.7 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 4,095 | $29.7 萬 | 0.00% | +59+1.5% | 加碼 |
| LVM Capital Management Ltd | 4,125 | $29.9 萬 | 0.04% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 4,142 | $30.0 萬 | 0.03% | +4,142 | 新進 |
| CAPROCK Group, Inc. | 4,160 | $30.1 萬 | 0.02% | −6,246−60.0% | 減碼 |
| J2 Capital Management Inc | 4,154 | $30.1 萬 | 0.29% | +4,154 | 新進 |
| FORA Capital, LLC | 4,161 | $30.2 萬 | 0.12% | −6,102−59.5% | 減碼 |
| PFG Advisors | 4,170 | $30.2 萬 | 0.03% | +4,170 | 新進 |
| SignalPoint Asset Management, LLC | 4,226 | $30.6 萬 | 0.09% | −168−3.8% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 4,232 | $30.7 萬 | 0.19% | −298−6.6% | 減碼 |
| Foster & Motley Inc | 4,236 | $30.7 萬 | 0.02% | −219−4.9% | 減碼 |
| Brewin Dolphin Ltd | 4,256 | $30.8 萬 | 0.01% | −2,554−37.5% | 減碼 |
| Brighton Jones LLC | 4,285 | $31.0 萬 | 0.01% | +4,285 | 新進 |
| Ballew Advisors, Inc | 3,520 | $31.2 萬 | 0.22% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 4,316 | $31.3 萬 | 0.08% | +4,316 | 新進 |
| FineMark National Bank & Trust | 4,342 | $31.5 萬 | 0.01% | −504−10.4% | 減碼 |
| APCM Wealth Management for Individuals | 4,349 | $31.5 萬 | 0.06% | +396+10.0% | 加碼 |
| Austin Private Wealth, LLC | 4,366 | $31.6 萬 | 0.06% | −103−2.3% | 減碼 |
| Spinnaker Investment Group, LLC | 3,630 | $31.7 萬 | 0.11% | +3,630 | 新進 |
| Crescent Capital Consulting, LLC | 4,392 | $31.9 萬 | 0.05% | +10+0.2% | 加碼 |
| Jmac Enterprises LLC | 3,635 | $32.1 萬 | 0.08% | +3,635 | 新進 |
| Busey Wealth Management | 4,463 | $32.3 萬 | 0.01% | −2,987−40.1% | 減碼 |
| Centiva Capital, LP | 4,471 | $32.4 萬 | 0.02% | −5,503−55.2% | 減碼 |
| CIBC World Markets Inc. | 4,470 | $32.4 萬 | 0.00% | +1,368+44.1% | 加碼 |
| Pitcairn Co | 4,491 | $32.5 萬 | 0.02% | −57−1.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,496 | $32.6 萬 | 0.09% | +140+3.2% | 加碼 |
| Boothbay Fund Management, LLC | 4,496 | $32.6 萬 | 0.01% | +4,496 | 新進 |
| Estabrook Capital Management | 4,505 | $32.6 萬 | 0.05% | +870+23.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,517 | $32.7 萬 | 0.03% | −307−6.4% | 減碼 |
| Valmark Advisers, Inc. | 4,549 | $33.0 萬 | 0.01% | −495−9.8% | 減碼 |
| Means Investment Co., Inc. | 4,560 | $33.0 萬 | 0.06% | +6+0.1% | 加碼 |
| Riverwater Partners LLC | 4,549 | $33.0 萬 | 0.29% | +4,549 | 新進 |
| Personal Cfo Solutions, LLC | 4,568 | $33.1 萬 | 0.06% | +4,568 | 新進 |
| Evergreen Capital Management LLC | 4,601 | $33.3 萬 | 0.01% | +9+0.2% | 加碼 |
| Whitener Capital Management, Inc. | 4,607 | $33.3 萬 | 0.12% | +837+22.2% | 加碼 |
| Roman Butler Fullerton & Co | 4,604 | $33.4 萬 | 0.15% | −1,246−21.3% | 減碼 |
| Siemens Fonds Invest GmbH | 4,609 | $33.4 萬 | 0.02% | −17−0.4% | 減碼 |
| HYA Advisors, Inc | 4,624 | $33.5 萬 | 0.12% | −24−0.5% | 減碼 |
| Integrated Advisors Network LLC | 4,657 | $33.7 萬 | 0.02% | +917+24.5% | 加碼 |
| Mill Capital Management, LLC | 4,647 | $33.7 萬 | 0.03% | +4,647 | 新進 |
| Compton Capital Management Inc | 4,675 | $33.9 萬 | 0.09% | 00.0% | 不變 |
| Signaturefd, LLC | 4,703 | $34.1 萬 | 0.01% | +989+26.6% | 加碼 |
| Washington Trust Co | 4,729 | $34.2 萬 | 0.01% | +34+0.7% | 加碼 |
| Access Financial Services, Inc. | 4,714 | $34.2 萬 | 0.15% | +4,714 | 新進 |
| WP Advisors, LLC | 4,727 | $34.3 萬 | 0.14% | +60+1.3% | 加碼 |
| Seeyond | 4,735 | $34.3 萬 | 0.03% | +3,220+212.5% | 加碼 |
| Oak Thistle LLC | 4,726 | $34.3 萬 | 0.27% | +4,726 | 新進 |
| AdvisorNet Financial, Inc | 4,754 | $34.4 萬 | 0.02% | −1,104−18.8% | 減碼 |
| Freestone Capital Holdings, LLC | 4,764 | $34.5 萬 | 0.01% | −11−0.2% | 減碼 |
| Perpetual Investment Management Ltd | 4,784 | $34.6 萬 | 0.04% | +1,915+66.7% | 加碼 |
| Successful Portfolios LLC | 4,793 | $34.7 萬 | 0.19% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 4,808 | $34.8 萬 | 0.04% | −633−11.6% | 減碼 |
| Grace Capital | 4,800 | $34.8 萬 | 0.21% | +3,850+405.3% | 加碼 |
| Gofen & Glossberg LLC | 4,816 | $34.9 萬 | 0.01% | −63−1.3% | 減碼 |
| Aldebaran Financial Inc. | 4,815 | $34.9 萬 | 0.27% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 4,613 | $34.9 萬 | 0.10% | +210+4.8% | 加碼 |
| Coastline Trust Co | 4,839 | $35.0 萬 | 0.04% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 4,845 | $35.1 萬 | 0.09% | +2,485+105.3% | 加碼 |
| Whittier Trust Co | 4,913 | $35.5 萬 | 0.01% | +893+22.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 4,916 | $35.6 萬 | 0.00% | −800−14.0% | 減碼 |