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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 12,498 | $90.6 萬 | 0.07% | +568+4.8% | 加碼 |
| BBR Partners, LLC | 12,572 | $91.1 萬 | 0.11% | 00.0% | 不變 |
| Ar Asset Management Inc | 12,600 | $91.3 萬 | 0.23% | 00.0% | 不變 |
| Bangor Savings Bank | 12,681 | $91.9 萬 | 0.09% | +47+0.4% | 加碼 |
| Parallel Advisors, LLC | 12,720 | $92.2 萬 | 0.03% | −732−5.4% | 減碼 |
| Welch & Forbes LLC | 12,746 | $92.3 萬 | 0.01% | +5,497+75.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 12,861 | $93.2 萬 | 0.60% | +129+1.0% | 加碼 |
| Palladium Partners LLC | 12,942 | $93.8 萬 | 0.04% | −112−0.9% | 減碼 |
| Lowe Brockenbrough & Co Inc | 13,079 | $94.8 萬 | 0.07% | −30−0.2% | 減碼 |
| Ontario Teachers Pension Plan Board | 13,131 | $95.1 萬 | 0.01% | +8,050+158.4% | 加碼 |
| Mather Group, LLC. | 13,176 | $95.5 萬 | 0.02% | −493−3.6% | 減碼 |
| Evercore Wealth Management, LLC | 13,190 | $95.6 萬 | 0.02% | −200−1.5% | 減碼 |
| Strategic Wealth Partners, Ltd. | 13,250 | $96.0 萬 | 0.18% | +709+5.7% | 加碼 |
| Exeter Financial, LLC | 11,500 | $96.4 萬 | 0.53% | −300−2.5% | 減碼 |
| Community Bank, N.A. | 13,359 | $96.8 萬 | 0.11% | −158−1.2% | 減碼 |
| Moors & Cabot, Inc. | 13,390 | $97.0 萬 | 0.06% | −4,584−25.5% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 13,580 | $98.4 萬 | 0.43% | +200+1.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 13,603 | $98.6 萬 | 0.02% | −302−2.2% | 減碼 |
| First Hawaiian Bank | 13,606 | $98.6 萬 | 0.03% | −2,168−13.7% | 減碼 |
| Bartlett & Co. LLC | 13,603 | $98.6 萬 | 0.02% | −302−2.2% | 減碼 |
| Lee Danner & Bass Inc | 13,617 | $98.7 萬 | 0.08% | −2,189−13.8% | 減碼 |
| MAI Capital Management | 13,634 | $98.8 萬 | 0.02% | +2,005+17.2% | 加碼 |
| AQR Capital Management LLC | 13,650 | $98.9 萬 | 0.00% | +5,545+68.4% | 加碼 |
| Cypress Capital Group | 13,745 | $99.6 萬 | 0.12% | +1,047+8.2% | 加碼 |
| Terry L. Blaker | 13,775 | $99.8 萬 | 0.08% | −3,434−20.0% | 減碼 |
| Apollon Wealth Management, LLC | 13,780 | $99.9 萬 | 0.08% | +8,668+169.6% | 加碼 |
| Logan Capital Management Inc | 13,889 | $100.7 萬 | 0.04% | −100−0.7% | 減碼 |
| Hodges Capital Management Inc. | 13,968 | $101.2 萬 | 0.07% | +13,968 | 新進 |
| Hancock Whitney Corp | 13,976 | $101.3 萬 | 0.03% | −79−0.6% | 減碼 |
| Guardian Wealth Management, Inc. | 13,986 | $101.3 萬 | 0.98% | +13,986 | 新進 |
| Connecticut Wealth Management, LLC | 14,021 | $101.6 萬 | 0.08% | −126−0.9% | 減碼 |
| Cowa, LLC | 13,634 | $102.4 萬 | 0.52% | −548−3.9% | 減碼 |
| Balentine LLC | 14,208 | $102.9 萬 | 0.04% | +14,208 | 新進 |
| Confluence Wealth Services, Inc. | 14,211 | $102.9 萬 | 0.33% | +14,211 | 新進 |
| Tokio Marine Asset Management Co Ltd | 14,299 | $103.6 萬 | 0.08% | 00.0% | 不變 |
| Strategic Advisors LLC | 14,476 | $104.8 萬 | 0.15% | −963−6.2% | 減碼 |
| Stevens Capital Management LP | 14,480 | $104.9 萬 | 0.24% | +7,732+114.6% | 加碼 |
| Engineers Gate Manager LP | 14,880 | $107.8 萬 | 0.05% | +5,130+52.6% | 加碼 |
| Cetera Investment Advisers | 14,905 | $108.0 萬 | 0.02% | +1,801+13.7% | 加碼 |
| Teamwork Financial Advisors, LLC | 14,987 | $108.6 萬 | 0.20% | +14,987 | 新進 |
| SG3 Management, LLC | 15,000 | $108.7 萬 | 0.11% | −6,000−28.6% | 減碼 |
| Armor Investment Advisors, LLC | 15,289 | $110.8 萬 | 0.62% | +1,586+11.6% | 加碼 |
| Laird Norton Trust Company, LLC | 15,371 | $111.3 萬 | 0.10% | −1,665−9.8% | 減碼 |
| Synovus Financial Corp | 15,469 | $112.6 萬 | 0.01% | +952+6.6% | 加碼 |
| Harbour Investment Management LLC | 15,577 | $112.9 萬 | 0.51% | +112+0.7% | 加碼 |
| CWM, LLC | 15,577 | $112.9 萬 | 0.01% | +15,577 | 新進 |
| Bessemer Group Inc | 15,591 | $113.1 萬 | 0.00% | +3,377+27.6% | 加碼 |
| Bailard, Inc. | 15,784 | $114.4 萬 | 0.04% | −38−0.2% | 減碼 |
| Nikko Asset Management Americas, Inc. | 15,784 | $114.6 萬 | 0.01% | −1,860−10.5% | 減碼 |
| Basepoint Wealth LLC | 15,876 | $115.0 萬 | 1.13% | +15,876 | 新進 |
| Community Bank & Trust, Waco, Texas | 15,986 | $115.8 萬 | 0.34% | −1,333−7.7% | 減碼 |
| Cetera Advisors LLC | 16,017 | $116.1 萬 | 0.02% | −1,459−8.3% | 減碼 |
| Frontier Wealth Management LLC | 16,036 | $116.2 萬 | 0.08% | +2,980+22.8% | 加碼 |
| Tower Bridge Advisors | 16,072 | $116.5 萬 | 0.07% | 00.0% | 不變 |
| Everett Harris & Co | 16,258 | $117.8 萬 | 0.02% | −84−0.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 16,292 | $118.1 萬 | 0.08% | +16,292 | 新進 |
| Acadian Asset Management LLC | 16,616 | $120.1 萬 | 0.00% | +16,616 | 新進 |
| Telemus Capital, LLC | 16,604 | $120.3 萬 | 0.10% | −765−4.4% | 減碼 |
| Charter Trust Co | 16,789 | $121.7 萬 | 0.10% | −3,480−17.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 16,823 | $121.9 萬 | 0.09% | −204−1.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 16,820 | $121.9 萬 | 0.06% | +4,910+41.2% | 加碼 |
| Arvest Trust Co N A | 16,840 | $122.0 萬 | 0.06% | +16,840 | 新進 |
| Northside Capital Management, LLC | 16,848 | $122.1 萬 | 0.32% | 00.0% | 不變 |
| Mountain Capital Investment Advisors, Inc | 14,213 | $122.4 萬 | 0.55% | +7,997+128.7% | 加碼 |
| Advisor Partners LLC | 17,094 | $123.9 萬 | 0.07% | +579+3.5% | 加碼 |
| Bowling Portfolio Management LLC | 17,135 | $124.2 萬 | 0.26% | −103−0.6% | 減碼 |
| Dowling & Yahnke LLC | 17,213 | $124.7 萬 | 0.06% | −238−1.4% | 減碼 |
| TD Private Client Wealth LLC | 17,223 | $124.8 萬 | 0.05% | −6,350−26.9% | 減碼 |
| B. Riley Wealth Management, Inc. | 17,442 | $126.4 萬 | 0.09% | +1,017+6.2% | 加碼 |
| Tiaa, FSB | 17,481 | $126.7 萬 | 0.00% | −870−4.7% | 減碼 |
| CFM Wealth Partners LLC | 16,827 | $127.4 萬 | 0.28% | −234−1.4% | 減碼 |
| Moser Wealth Advisors, LLC | 17,619 | $127.7 萬 | 0.77% | −389−2.2% | 減碼 |
| Meixler Investment Management, Ltd. | 17,689 | $128.2 萬 | 1.32% | +17,689 | 新進 |
| Ingalls & Snyder LLC | 17,790 | $128.9 萬 | 0.06% | −1,700−8.7% | 減碼 |
| Intrust Bank NA | 17,819 | $129.1 萬 | 0.16% | +647+3.8% | 加碼 |
| Sonora Investment Management Group, LLC | 17,849 | $129.3 萬 | 0.15% | +17,849 | 新進 |
| Financial Counselors Inc | 17,897 | $129.7 萬 | 0.03% | −990−5.2% | 減碼 |
| Citizens Business Bank | 17,955 | $130.1 萬 | 0.16% | −15,745−46.7% | 減碼 |
| Tdam USA Inc. | 18,032 | $130.7 萬 | 0.08% | −318−1.7% | 減碼 |
| Icon Wealth Partners, LLC | 18,087 | $131.1 萬 | 0.13% | −482−2.6% | 減碼 |
| OPSEU Pension Plan Trust Fund | 17,083 | $132.2 萬 | 0.30% | +343+2.0% | 加碼 |
| Curbstone Financial Management Corp | 18,256 | $132.3 萬 | 0.23% | +150+0.8% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $132.6 萬 | 0.17% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 18,343 | $132.9 萬 | 0.05% | +10.0% | 加碼 |
| Auxier Asset Management | 18,362 | $133.1 萬 | 0.21% | −50−0.3% | 減碼 |
| apricus wealth, LLC | 18,600 | $134.8 萬 | 1.20% | +18,600 | 新進 |
| Patten & Patten Inc | 18,671 | $135.3 萬 | 0.09% | +1,318+7.6% | 加碼 |
| Salem Investment Counselors Inc | 18,745 | $135.8 萬 | 0.05% | +14,915+389.4% | 加碼 |
| Mattern Wealth Management LLC | 19,121 | $138.5 萬 | 0.41% | +400+2.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,126 | $138.6 萬 | 0.03% | −918−4.6% | 減碼 |
| Fernwood Investment Management, LLC | 19,180 | $139.0 萬 | 0.45% | +71+0.4% | 加碼 |
| Thrivent Financial for Lutherans | 19,206 | $139.2 萬 | 0.00% | −32−0.2% | 減碼 |
| Cardinal Capital Management | 19,575 | $141.8 萬 | 0.28% | +419+2.2% | 加碼 |
| TownSquare Capital, LLC | 19,571 | $141.8 萬 | 0.04% | +1,115+6.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,712 | $142.8 萬 | 0.03% | −181−0.9% | 減碼 |
| Carret Asset Management, LLC | 19,908 | $144.3 萬 | 0.16% | 00.0% | 不變 |
| Nomura Holdings Inc | 19,905 | $144.3 萬 | 0.01% | +817+4.3% | 加碼 |
| Wedbush Securities Inc | 19,935 | $144.4 萬 | 0.06% | +1,138+6.1% | 加碼 |
| Greylin Investment Mangement Inc | 20,058 | $145.3 萬 | 0.27% | −357−1.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,070 | $145.5 萬 | 0.02% | −310−1.5% | 減碼 |