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 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 8,302 | $60.2 萬 | 0.06% | −316−3.7% | 減碼 |
| American Trust | 8,401 | $60.8 萬 | 0.05% | +8,401 | 新進 |
| Edge Capital Group, LLC | 8,400 | $60.9 萬 | 0.04% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 8,429 | $61.1 萬 | 0.04% | +2,130+33.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 8,443 | $61.2 萬 | 0.02% | +2,735+47.9% | 加碼 |
| Doman Group, LLC | 8,464 | $61.3 萬 | 0.54% | +8,464 | 新進 |
| Adirondack Trust Co | 8,507 | $61.6 萬 | 0.29% | −218−2.5% | 減碼 |
| Vise Technologies, Inc. | 8,517 | $61.7 萬 | 0.17% | +8,517 | 新進 |
| Wealthsource Partners, LLC | 8,523 | $61.8 萬 | 0.05% | −42−0.5% | 減碼 |
| Diversified Trust Co | 8,530 | $61.8 萬 | 0.02% | +8,530 | 新進 |
| North Star Investment Management Corp. | 8,543 | $61.9 萬 | 0.04% | +40.0% | 加碼 |
| Tiedemann Advisors, LLC | 8,669 | $62.8 萬 | 0.03% | −487−5.3% | 減碼 |
| Mystic Asset Management, Inc. | 8,719 | $63.1 萬 | 0.30% | +8,719 | 新進 |
| Summit Financial, LLC | 8,718 | $63.2 萬 | 0.05% | +2,520+40.7% | 加碼 |
| Econ Financial Services Corp | 8,206 | $63.2 萬 | 0.48% | +8,206 | 新進 |
| Bank of Hawaii | 8,768 | $63.5 萬 | 0.03% | −38−0.4% | 減碼 |
| CoreCommodity Management, LLC | 8,761 | $63.5 萬 | 0.17% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 8,758 | $63.5 萬 | 0.13% | +176+2.1% | 加碼 |
| Doheny Asset Management | 8,804 | $63.8 萬 | 0.45% | −3,668−29.4% | 減碼 |
| Astrantus Ltd | 8,815 | $63.9 萬 | 0.48% | +8,815 | 新進 |
| Islay Capital Management, LLC | 8,877 | $64.3 萬 | 0.49% | 00.0% | 不變 |
| Karpas Strategies, LLC | 8,903 | $64.5 萬 | 0.21% | +1,641+22.6% | 加碼 |
| Caldwell Trust Co | 8,908 | $64.5 萬 | 0.07% | −82−0.9% | 減碼 |
| Valeo Financial Advisors, LLC | 9,003 | $65.2 萬 | 0.04% | +165+1.9% | 加碼 |
| NN Investment Partners Holdings N.V. | 9,019 | $65.4 萬 | 0.00% | −91,700−91.0% | 減碼 |
| Rowland & Co Investment Counsel | 9,056 | $65.6 萬 | 0.15% | +5,404+148.0% | 加碼 |
| Citizens Financial Group Inc | 9,077 | $65.8 萬 | 0.02% | +9,077 | 新進 |
| Orleans Capital Management Corp | 9,095 | $65.9 萬 | 0.37% | −14,200−61.0% | 減碼 |
| First National Trust Co | 9,147 | $66.3 萬 | 0.03% | −993−9.8% | 減碼 |
| Dearborn Partners LLC | 9,144 | $66.3 萬 | 0.02% | +1,724+23.2% | 加碼 |
| Delta Financial Advisors LLC | 9,203 | $66.7 萬 | 0.27% | +20.0% | 加碼 |
| IndexIQ Advisors LLC | 9,214 | $66.8 萬 | 0.02% | −13−0.1% | 減碼 |
| Jacobi Capital Management LLC | 9,208 | $66.8 萬 | 0.08% | +119+1.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 9,264 | $67.1 萬 | 0.09% | −425−4.4% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,290 | $67.3 萬 | 0.13% | −362−3.8% | 減碼 |
| Citizens National Bank Trust Department | 9,296 | $67.4 萬 | 0.26% | −12,715−57.8% | 減碼 |
| Gries Financial LLC | 9,353 | $67.8 萬 | 0.28% | +9,353 | 新進 |
| Nwam LLC | 9,406 | $68.2 萬 | 0.05% | −7,512−44.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 9,408 | $68.2 萬 | 0.15% | +3,169+50.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 9,435 | $68.4 萬 | 0.01% | +49+0.5% | 加碼 |
| Energy Opportunities Capital Management, LLC | 9,500 | $68.8 萬 | 2.04% | 00.0% | 不變 |
| V Wealth Advisors LLC | 9,694 | $70.2 萬 | 0.10% | −1,095−10.1% | 減碼 |
| Investors Research Corp | 9,723 | $70.5 萬 | 0.21% | 00.0% | 不變 |
| Heron Financial Group, LLC | 8,053 | $70.6 萬 | 0.38% | −823−9.3% | 減碼 |
| Cigna Investments Inc | 9,831 | $71.3 萬 | 0.06% | −3,624−26.9% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 9,870 | $71.5 萬 | 0.07% | +9,870 | 新進 |
| Stillwater Investment Management, LLC | 9,963 | $72.2 萬 | 0.18% | +127+1.3% | 加碼 |
| Haverford Trust Co | 9,982 | $72.3 萬 | 0.01% | −3,175−24.1% | 減碼 |
| Resources Management Corp | 9,995 | $72.4 萬 | 0.09% | −535−5.1% | 減碼 |
| HB Wealth Management, LLC | 10,085 | $73.1 萬 | 0.01% | +10,085 | 新進 |
| Longfellow Investment Management Co LLC | 10,211 | $74.0 萬 | 0.12% | +1,261+14.1% | 加碼 |
| HAP Trading, LLC | 10,227 | $74.1 萬 | 0.05% | −1,622−13.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 10,288 | $74.5 萬 | 0.05% | +2,948+40.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 10,329 | $74.8 萬 | 0.07% | +10,329 | 新進 |
| IFP Advisors, Inc | 10,476 | $75.8 萬 | 0.01% | −536−4.9% | 減碼 |
| Redpoint Investment Management Pty Ltd | 10,460 | $75.8 萬 | 0.06% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 10,479 | $75.9 萬 | 0.02% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 10,496 | $76.1 萬 | 0.06% | +559+5.6% | 加碼 |
| Hudson Valley Investment Advisors Inc | 10,510 | $76.2 萬 | 0.12% | −75−0.7% | 減碼 |
| Lincoln National Corp | 10,509 | $76.2 萬 | 0.02% | +152+1.5% | 加碼 |
| Wetherby Asset Management Inc | 10,606 | $76.9 萬 | 0.04% | +1,136+12.0% | 加碼 |
| Prudential PLC | 10,723 | $77.7 萬 | 0.01% | +10,723 | 新進 |
| Buckingham Strategic Wealth, LLC | 10,760 | $78.0 萬 | 0.02% | +2,361+28.1% | 加碼 |
| Stock Yards Bank & Trust Co | 10,811 | $78.3 萬 | 0.04% | +1,220+12.7% | 加碼 |
| 17 Capital Partners, LLC | 10,815 | $78.4 萬 | 0.71% | −247−2.2% | 減碼 |
| Fairfield, Bush & Co. | 10,895 | $78.9 萬 | 0.38% | +975+9.8% | 加碼 |
| Bragg Financial Advisors, Inc | 11,278 | $79.0 萬 | 0.05% | 00.0% | 不變 |
| Spire Wealth Management | 10,929 | $79.2 萬 | 0.02% | −589−5.1% | 減碼 |
| Fiduciary Trust Co | 11,038 | $79.9 萬 | 0.01% | −1,174−9.6% | 減碼 |
| Capital Advisors Inc | 11,046 | $80.0 萬 | 0.02% | −235−2.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 11,062 | $80.1 萬 | 0.01% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 11,082 | $80.3 萬 | 0.39% | −728−6.2% | 減碼 |
| Parcion Private Wealth LLC | 9,218 | $81.5 萬 | 0.07% | 00.0% | 不變 |
| Paragon Capital Management LLC | 11,324 | $82.1 萬 | 0.41% | +145+1.3% | 加碼 |
| Clearbridge Investments, LLC | 11,486 | $83.2 萬 | 0.00% | −2,320−16.8% | 減碼 |
| Kesler, Norman & Wride, LLC | 11,515 | $83.4 萬 | 0.18% | +227+2.0% | 加碼 |
| Arkadios Wealth Advisors | 11,519 | $83.5 萬 | 0.11% | +3,659+46.6% | 加碼 |
| Greytown Advisors Inc. | 11,602 | $84.1 萬 | 0.36% | −847−6.8% | 減碼 |
| DCM Advisors, LLC | 11,663 | $84.5 萬 | 0.25% | +2,691+30.0% | 加碼 |
| Silvant Capital Management LLC | 11,687 | $84.7 萬 | 0.14% | −691−5.6% | 減碼 |
| First Quadrant L P | 11,685 | $84.7 萬 | 0.09% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 11,717 | $84.9 萬 | 0.49% | −121−1.0% | 減碼 |
| Marion Wealth Management | 11,720 | $84.9 萬 | 0.40% | +11,720 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,746 | $85.1 萬 | 0.08% | +215+1.9% | 加碼 |
| Stephens Inc | 11,756 | $85.2 萬 | 0.01% | +771+7.0% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 11,498 | $85.3 萬 | 0.04% | +11,498 | 新進 |
| Sigma Planning Corp | 11,791 | $85.4 萬 | 0.02% | −21−0.2% | 減碼 |
| Resource Management, LLC | 11,801 | $85.5 萬 | 0.09% | −494−4.0% | 減碼 |
| Boston Trust Walden Corp | 11,793 | $85.5 萬 | 0.01% | −375−3.1% | 減碼 |
| Inscription Capital, LLC | 11,835 | $85.8 萬 | 0.23% | +1,067+9.9% | 加碼 |
| South State Corp. | 11,856 | $85.9 萬 | 0.07% | +481+4.2% | 加碼 |
| Smith, Moore & Co. | 11,929 | $86.4 萬 | 0.12% | +160+1.4% | 加碼 |
| National Asset Management, Inc. | 12,020 | $87.2 萬 | 0.03% | +907+8.2% | 加碼 |
| Guyasuta Investment Advisors Inc | 12,160 | $88.1 萬 | 0.06% | −405−3.2% | 減碼 |
| Barry Investment Advisors, LLC | 12,313 | $89.2 萬 | 0.24% | −50−0.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 12,418 | $90.0 萬 | 0.30% | −138−1.1% | 減碼 |
| Fruth Investment Management | 12,445 | $90.1 萬 | 0.25% | 00.0% | 不變 |
| Verition Fund Management LLC | 12,476 | $90.4 萬 | 0.01% | +4,596+58.3% | 加碼 |
| Hoylecohen, LLC | 12,499 | $90.6 萬 | 0.08% | −152−1.2% | 減碼 |
| Bristol John W & Co Inc | 12,500 | $90.6 萬 | 0.02% | 00.0% | 不變 |