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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 4,927 | $35.7 萬 | 0.12% | +316+6.9% | 加碼 |
| Pinnacle Financial Partners Inc | 4,952 | $35.9 萬 | 0.01% | −67−1.3% | 減碼 |
| J. W. Coons Advisors, LLC | 4,967 | $36.0 萬 | 0.11% | −12−0.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 4,992 | $36.2 萬 | 0.03% | −307−5.8% | 減碼 |
| Intrinsic Value Partners, LLC | 4,991 | $36.2 萬 | 0.39% | +4,991 | 新進 |
| Inlet Private Wealth, LLC | 5,026 | $36.4 萬 | 0.09% | +26+0.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 5,027 | $36.4 萬 | 0.02% | +5,027 | 新進 |
| Valley Brook Capital Group | 5,054 | $36.6 萬 | 0.32% | +102+2.1% | 加碼 |
| First Midwest Bank Trust Division | 5,050 | $36.6 萬 | 0.05% | +533+11.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 5,058 | $36.7 萬 | 0.05% | −142−2.7% | 減碼 |
| Wilkins Investment Counsel Inc | 5,070 | $36.7 萬 | 0.08% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 5,073 | $36.8 萬 | 0.01% | −5,732−53.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,076 | $36.8 萬 | 0.01% | −100−1.9% | 減碼 |
| Vanguard Capital Wealth Advisors | 5,084 | $36.8 萬 | 0.26% | +2,114+71.2% | 加碼 |
| Checchi Capital Advisers, LLC | 5,075 | $36.8 萬 | 0.04% | +1,622+47.0% | 加碼 |
| Probity Advisors, Inc. | 5,096 | $36.9 萬 | 0.07% | +672+15.2% | 加碼 |
| Teza Capital Management LLC | 5,094 | $36.9 萬 | 0.10% | +5,094 | 新進 |
| Conning Inc. | 5,147 | $37.3 萬 | 0.01% | −387−7.0% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,149 | $37.3 萬 | 0.05% | +5+0.1% | 加碼 |
| Capstone Triton Financial Group, LLC | 5,171 | $37.5 萬 | 0.76% | +150+3.0% | 加碼 |
| Miller Howard Investments Inc | 5,173 | $37.5 萬 | 0.01% | −112−2.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 5,179 | $37.5 萬 | 0.04% | +64+1.3% | 加碼 |
| Altium Wealth Management LLC | 5,197 | $37.7 萬 | 0.02% | −856−14.1% | 減碼 |
| Hanson & Doremus Investment Management | 5,197 | $37.7 萬 | 0.08% | −119−2.2% | 減碼 |
| Avaii Wealth Management, LLC | 5,205 | $37.7 萬 | 0.38% | +5,205 | 新進 |
| Eastern Bank | 5,212 | $37.8 萬 | 0.02% | −101,893−95.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,214 | $37.8 萬 | 0.02% | +290+5.9% | 加碼 |
| Institutional & Family Asset Management, LLC | 5,241 | $38.0 萬 | 0.06% | 00.0% | 不變 |
| Full Sail Capital, LLC | 4,419 | $38.0 萬 | 0.03% | −436−9.0% | 減碼 |
| Wahed Invest LLC | 5,242 | $38.0 萬 | 0.21% | +5,242 | 新進 |
| Brandywine Oak Private Wealth LLC | 5,283 | $38.2 萬 | 0.04% | −81−1.5% | 減碼 |
| Colony Group LLC | 5,286 | $38.3 萬 | 0.01% | +71+1.4% | 加碼 |
| Engrave Wealth Partners LLC | 5,283 | $38.3 萬 | 0.11% | +5,283 | 新進 |
| Epoch Investment Partners, Inc. | 5,300 | $38.4 萬 | 0.00% | −924,918−99.4% | 減碼 |
| Trust Co of Toledo NA | 5,303 | $38.4 萬 | 0.06% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 5,308 | $38.5 萬 | 0.14% | −51−1.0% | 減碼 |
| Allstate Corp | 5,332 | $38.6 萬 | 0.01% | +408+8.3% | 加碼 |
| Transform Wealth, LLC | 5,351 | $38.8 萬 | 0.04% | −890−14.3% | 減碼 |
| Bennicas & Associates, Inc. | 5,358 | $38.8 萬 | 0.20% | −50−0.9% | 減碼 |
| NEXT Financial Group, Inc | 5,381 | $39.0 萬 | 0.03% | −253−4.5% | 減碼 |
| Vestcor Inc | 5,406 | $39.2 萬 | 0.01% | −1,047−16.2% | 減碼 |
| Garrison Point Advisors, LLC | 5,405 | $39.2 萬 | 0.26% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 5,425 | $39.3 萬 | 0.22% | −31−0.6% | 減碼 |
| Manchester Capital Management LLC | 5,458 | $39.5 萬 | 0.05% | +399+7.9% | 加碼 |
| Weaver Consulting Group | 5,499 | $39.8 萬 | 0.19% | +50+0.9% | 加碼 |
| Outfitter Financial LLC | 5,500 | $39.9 萬 | 0.29% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 5,507 | $39.9 萬 | 0.11% | +534+10.7% | 加碼 |
| Enhancing Capital LLC | 5,500 | $39.9 萬 | 0.43% | +5,500 | 新進 |
| Ambassador Advisors, LLC | 5,525 | $40.0 萬 | 0.08% | +803+17.0% | 加碼 |
| Bivin & Associates, Inc. | 5,520 | $40.0 萬 | 0.35% | +5,520 | 新進 |
| Regent Investment Management LLC | 5,542 | $40.2 萬 | 0.09% | −435−7.3% | 減碼 |
| Excalibur Management Corp | 5,565 | $40.3 萬 | 0.16% | +553+11.0% | 加碼 |
| Weik Capital Management | 5,590 | $40.5 萬 | 0.15% | −2,900−34.2% | 減碼 |
| Vaughan David Investments LLC | 5,586 | $40.5 萬 | 0.01% | +85+1.5% | 加碼 |
| FRG Family Wealth Advisors LLC | 5,603 | $40.6 萬 | 0.08% | −413−6.9% | 減碼 |
| SCP Investment, LP | 5,600 | $40.6 萬 | 0.13% | +5,600 | 新進 |
| Campion Asset Management LLC | 5,612 | $40.7 萬 | 0.34% | −150−2.6% | 減碼 |
| Cambridge Trust Co | 5,616 | $40.7 萬 | 0.01% | +554+10.9% | 加碼 |
| S.A. Mason LLC | 5,644 | $40.9 萬 | 0.25% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 5,661 | $41.0 萬 | 0.04% | +1,547+37.6% | 加碼 |
| Searle & Co. | 5,675 | $41.1 萬 | 0.15% | +2,134+60.3% | 加碼 |
| Asset Management Corp | 5,676 | $41.1 萬 | 0.24% | +5,676 | 新進 |
| Sunbelt Securities, Inc. | 4,643 | $41.2 萬 | 0.07% | −5,079−52.2% | 減碼 |
| Meristem Family Wealth, LLC | 5,698 | $41.3 萬 | 0.04% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,695 | $41.3 萬 | 0.02% | +167+3.0% | 加碼 |
| Savant Capital, LLC | 5,731 | $41.6 萬 | 0.01% | +327+6.1% | 加碼 |
| Clear Street Markets LLC | 5,746 | $41.6 萬 | 0.04% | +2,446+74.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,760 | $41.7 萬 | 0.02% | −500−8.0% | 減碼 |
| Magnetar Financial LLC | 5,759 | $41.7 萬 | 0.00% | +5,759 | 新進 |
| Essex Savings Bank | 5,764 | $41.8 萬 | 0.14% | −442−7.1% | 減碼 |
| Mairs & Power Inc | 5,780 | $41.9 萬 | 0.00% | −121−2.1% | 減碼 |
| Private Trust Co NA | 5,780 | $41.9 萬 | 0.06% | −94−1.6% | 減碼 |
| 1st Source Bank | 5,811 | $42.1 萬 | 0.02% | +61+1.1% | 加碼 |
| Clarius Group, LLC | 5,815 | $42.1 萬 | 0.03% | +171+3.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,809 | $42.1 萬 | 0.08% | +575+11.0% | 加碼 |
| Roberts Glore & Co Inc | 5,819 | $42.2 萬 | 0.11% | +38+0.7% | 加碼 |
| Cresset Asset Management, LLC | 5,844 | $42.3 萬 | 0.00% | −1,388−19.2% | 減碼 |
| Bank Hapoalim BM | 5,842 | $42.3 萬 | 0.04% | −1,259−17.7% | 減碼 |
| Fisher Asset Management, LLC | 5,846 | $42.4 萬 | 0.00% | −131−2.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,893 | $42.7 萬 | 0.03% | +2,463+71.8% | 加碼 |
| Argent Trust Co | 5,911 | $42.8 萬 | 0.03% | −579−8.9% | 減碼 |
| Roof Eidam & Maycock | 5,910 | $42.8 萬 | 0.14% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 5,970 | $42.9 萬 | 0.04% | +134+2.3% | 加碼 |
| Flputnam Investment Management Co | 5,936 | $43.0 萬 | 0.01% | −600−9.2% | 減碼 |
| Atlas Private Wealth Management | 5,931 | $43.0 萬 | 0.24% | −217−3.5% | 減碼 |
| Americana Partners, LLC | 5,967 | $43.2 萬 | 0.08% | +5,967 | 新進 |
| Veriti Management LLC | 5,984 | $43.4 萬 | 0.06% | −397−6.2% | 減碼 |
| Comerica Securities,inc. | 5,998 | $43.5 萬 | 0.03% | −92−1.5% | 減碼 |
| EP Wealth Advisors, LLC | 6,019 | $43.6 萬 | 0.01% | +659+12.3% | 加碼 |
| Heck Capital Advisors, LLC | 6,021 | $43.6 萬 | 0.08% | 00.0% | 不變 |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $43.8 萬 | 0.16% | +900+17.5% | 加碼 |
| Csenge Advisory Group | 5,030 | $43.8 萬 | 0.04% | +1,706+51.3% | 加碼 |
| National Bank of Canada | 6,039 | $43.8 萬 | 0.00% | +6,039 | 新進 |
| Miracle Mile Advisors, LLC | 6,061 | $43.9 萬 | 0.02% | −1,804−22.9% | 減碼 |
| Ieq Capital, LLC | 6,077 | $44.0 萬 | 0.01% | −760−11.1% | 減碼 |
| Cullinan Associates Inc | 6,074 | $44.0 萬 | 0.02% | +200+3.4% | 加碼 |
| Westbourne Investment Advisors, Inc. | 6,066 | $44.0 萬 | 0.17% | +1,685+38.5% | 加碼 |
| RFG Advisory, LLC | 6,091 | $44.1 萬 | 0.03% | −908−13.0% | 減碼 |
| Bradley Foster & Sargent Inc | 6,127 | $44.4 萬 | 0.01% | +6,127 | 新進 |
| Prelude Capital Management, LLC | 6,131 | $44.4 萬 | 0.02% | +6,131 | 新進 |