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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 6,174 | $44.7 萬 | 0.03% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 6,165 | $44.7 萬 | 0.03% | −475−7.2% | 減碼 |
| Patron Partners Advisors, LLC | 6,203 | $44.9 萬 | 0.29% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 6,300 | $45.6 萬 | 0.05% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,366 | $46.1 萬 | 0.01% | −27,126−81.0% | 減碼 |
| Modera Wealth Management, LLC | 6,355 | $46.1 萬 | 0.02% | +6,355 | 新進 |
| Benjamin Edwards Inc | 6,372 | $46.2 萬 | 0.15% | +6,208+3,785.4% | 加碼 |
| Forum Financial Management, LP | 6,382 | $46.2 萬 | 0.02% | +6,382 | 新進 |
| Adell Harriman & Carpenter Inc | 6,397 | $46.4 萬 | 0.04% | −239−3.6% | 減碼 |
| Corsicana & Co. | 6,402 | $46.4 萬 | 0.28% | +295+4.8% | 加碼 |
| South Street Advisors LLC | 6,420 | $46.5 萬 | 0.08% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 6,429 | $46.6 萬 | 0.19% | +333+5.5% | 加碼 |
| Wealth Alliance | 6,423 | $46.6 萬 | 0.09% | +473+7.9% | 加碼 |
| Sandy Spring Bank | 6,459 | $46.7 萬 | 0.02% | −200−3.0% | 減碼 |
| TD Waterhouse Canada Inc. | 5,844 | $46.7 萬 | 0.00% | +5,844 | 新進 |
| Pacific Global Investment Management CO | 6,453 | $46.8 萬 | 0.09% | −260−3.9% | 減碼 |
| Westhampton Capital, LLC | 6,453 | $46.8 萬 | 0.29% | +700+12.2% | 加碼 |
| Carroll Financial Associates, Inc. | 6,450 | $46.9 萬 | 0.02% | +238+3.8% | 加碼 |
| U S Global Investors Inc | 6,500 | $47.1 萬 | 0.02% | 00.0% | 不變 |
| Miller Investment Management, LP | 6,500 | $47.1 萬 | 0.07% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 6,504 | $47.1 萬 | 0.01% | +249+4.0% | 加碼 |
| Weatherly Asset Management L. P. | 6,527 | $47.3 萬 | 0.05% | −26−0.4% | 減碼 |
| Tocqueville Asset Management L.P. | 6,566 | $47.6 萬 | 0.01% | +275+4.4% | 加碼 |
| Invst, LLC | 5,728 | $48.1 萬 | 0.08% | +5,728 | 新進 |
| American Portfolios Advisors | 6,667 | $48.3 萬 | 0.02% | −20.0% | 減碼 |
| Retirement Group, LLC | 6,684 | $48.4 萬 | 0.21% | +607+10.0% | 加碼 |
| Empirical Finance, LLC | 6,675 | $48.4 萬 | 0.06% | +1,227+22.5% | 加碼 |
| Westwood Holdings Group Inc. | 6,676 | $48.4 萬 | 0.00% | +1,315+24.5% | 加碼 |
| Allen Capital Group, LLC | 6,701 | $48.6 萬 | 0.07% | +601+9.9% | 加碼 |
| Van Hulzen Asset Management, LLC | 6,715 | $48.7 萬 | 0.05% | +6,715 | 新進 |
| Machina Capital S.A.S. | 6,736 | $48.8 萬 | 1.18% | +3,500+108.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 6,748 | $48.9 萬 | 0.05% | −486−6.7% | 減碼 |
| Patten Group, Inc. | 6,803 | $49.3 萬 | 0.13% | +559+9.0% | 加碼 |
| Chelsea Counsel Co | 6,804 | $49.3 萬 | 0.21% | +6,804 | 新進 |
| Palisade Asset Management, LLC | 6,854 | $49.7 萬 | 0.06% | −36−0.5% | 減碼 |
| Covington Capital Management | 6,958 | $50.4 萬 | 0.02% | −278−3.8% | 減碼 |
| Birmingham Capital Management Co Inc | 6,989 | $50.6 萬 | 0.18% | +1,708+32.3% | 加碼 |
| Cladis Investment Advisory, LLC | 6,989 | $50.6 萬 | 0.41% | +6,989 | 新進 |
| King Luther Capital Management Corp | 7,010 | $50.8 萬 | 0.00% | −162−2.3% | 減碼 |
| Lido Advisors, LLC | 7,025 | $50.9 萬 | 0.01% | −1,217−14.8% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $50.9 萬 | 0.29% | −25−0.4% | 減碼 |
| Lincoln Capital LLC | 7,042 | $51.0 萬 | 0.13% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 7,060 | $51.1 萬 | 0.20% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 7,077 | $51.3 萬 | 0.23% | −200−2.7% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $51.3 萬 | 0.14% | 00.0% | 不變 |
| Navalign, LLC | 7,086 | $51.3 萬 | 0.20% | +27+0.4% | 加碼 |
| Deseret Mutual Benefit Administrators | 7,099 | $51.4 萬 | 0.09% | −259−3.5% | 減碼 |
| Pluribus Labs, LLC | 7,094 | $51.4 萬 | 0.54% | +7,094 | 新進 |
| BMS Financial Advisors, LLC | 7,170 | $52.0 萬 | 0.33% | +7,170 | 新進 |
| Swiss Life Asset Management Ltd | 7,205 | $52.2 萬 | 0.01% | 00.0% | 不變 |
| Peoples Bank | 7,230 | $52.4 萬 | 0.26% | +650+9.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 7,239 | $52.5 萬 | 0.03% | −2,254−23.7% | 減碼 |
| ARGI Investment Services, LLC | 7,248 | $52.5 萬 | 0.02% | −416−5.4% | 減碼 |
| IBM Retirement Fund | 7,292 | $52.8 萬 | 0.07% | −5,118−41.2% | 減碼 |
| Thomas White International Ltd | 7,300 | $52.9 萬 | 0.08% | +1,350+22.7% | 加碼 |
| Simplex Trading, LLC | 7,352 | $53.2 萬 | 0.02% | −24,969−77.3% | 減碼 |
| First Manhattan Co | 7,354 | $53.2 萬 | 0.00% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 7,355 | $53.2 萬 | 0.26% | +7,355 | 新進 |
| Columbia Trust Co 01012016 | 7,610 | $53.3 萬 | 0.28% | 00.0% | 不變 |
| Glenview Trust Co | 7,377 | $53.4 萬 | 0.02% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 7,360 | $53.4 萬 | 0.18% | +2,475+50.7% | 加碼 |
| Peapack Gladstone Financial Corp | 7,444 | $54.0 萬 | 0.01% | −723−8.9% | 減碼 |
| Focus Financial Network, Inc. | 7,466 | $54.1 萬 | 0.08% | +7,466 | 新進 |
| Cypress Capital Management LLC | 7,466 | $54.1 萬 | 0.06% | 00.0% | 不變 |
| Independent Financial Group, LLC | 7,473 | $54.1 萬 | 0.04% | −5,538−42.6% | 減碼 |
| True North Advisors, LLC | 7,483 | $54.2 萬 | 0.09% | +732+10.8% | 加碼 |
| Greenleaf Trust | 7,487 | $54.3 萬 | 0.01% | +163+2.2% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,499 | $54.3 萬 | 0.35% | +200+2.7% | 加碼 |
| AMG National Trust Bank | 7,576 | $54.9 萬 | 0.02% | +172+2.3% | 加碼 |
| Institute for Wealth Management, LLC. | 7,595 | $55.0 萬 | 0.09% | −149−1.9% | 減碼 |
| Fiduciary Group LLC | 7,604 | $55.1 萬 | 0.06% | 00.0% | 不變 |
| Vantage Consulting Group Inc | 7,605 | $55.1 萬 | 0.15% | −147−1.9% | 減碼 |
| Massmutual Trust Co FSB | 7,609 | $55.1 萬 | 0.02% | +5,273+225.7% | 加碼 |
| Syntax Advisors, LLC | 7,605 | $55.1 萬 | 0.41% | +7,605 | 新進 |
| Hilltop Holdings Inc. | 7,681 | $55.7 萬 | 0.06% | −576−7.0% | 減碼 |
| Belpointe Asset Management LLC | 7,684 | $55.7 萬 | 0.03% | +2,566+50.1% | 加碼 |
| Banque Cantonale Vaudoise | 7,702 | $55.8 萬 | 0.02% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 7,709 | $55.9 萬 | 0.09% | −60−0.8% | 減碼 |
| Harbor Investment Advisory, LLC | 7,715 | $55.9 萬 | 0.07% | +1,563+25.4% | 加碼 |
| Bull Street Advisors, LLC | 7,751 | $56.2 萬 | 0.27% | −400−4.9% | 減碼 |
| Independent Advisor Alliance | 7,766 | $56.3 萬 | 0.03% | +578+8.0% | 加碼 |
| Prospera Financial Services Inc | 7,782 | $56.4 萬 | 0.02% | +1,482+23.5% | 加碼 |
| JustInvest LLC | 7,797 | $56.5 萬 | 0.03% | +3,104+66.1% | 加碼 |
| Walleye Trading LLC | 7,793 | $56.5 萬 | 0.01% | +7,793 | 新進 |
| WealthTrust Axiom LLC | 7,812 | $56.6 萬 | 0.18% | −126−1.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 7,855 | $56.9 萬 | 0.00% | −600−7.1% | 減碼 |
| Bank Ozk | 7,890 | $57.1 萬 | 0.23% | +651+9.0% | 加碼 |
| Finivi Inc. | 7,912 | $57.3 萬 | 0.61% | +7,912 | 新進 |
| Drive Wealth Management, LLC | 7,920 | $57.4 萬 | 0.50% | +7,920 | 新進 |
| Echo Street Capital Management LLC | 7,934 | $57.5 萬 | 0.00% | −2,971−27.2% | 減碼 |
| Linscomb & Williams, Inc. | 7,961 | $57.7 萬 | 0.03% | +938+13.4% | 加碼 |
| TD Ameritrade Investment Management, LLC | 7,962 | $57.7 萬 | 0.00% | +7,962 | 新進 |
| Wimmer Associates 1, LLC | 8,085 | $58.6 萬 | 0.31% | −255−3.1% | 減碼 |
| Ferris Capital, LLC | 8,125 | $58.9 萬 | 0.13% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 8,136 | $59.0 萬 | 0.04% | −636−7.3% | 減碼 |
| Verdence Capital Advisors LLC | 8,148 | $59.0 萬 | 0.07% | −16−0.2% | 減碼 |
| C2C Wealth Management, LLC | 8,167 | $59.2 萬 | 0.09% | +8,167 | 新進 |
| Matthew Goff Investment Advisor, LLC | 8,191 | $59.4 萬 | 0.14% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 8,220 | $59.6 萬 | 0.11% | 00.0% | 不變 |
| Intrua Financial, LLC | 8,251 | $59.8 萬 | 0.11% | +1,103+15.4% | 加碼 |