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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 3,280 | $23.8 萬 | 0.02% | +24+0.7% | 加碼 |
| First National Bank of South Miami | 3,276 | $23.7 萬 | 0.14% | +38+1.2% | 加碼 |
| Arete Wealth Advisors, LLC | 3,148 | $23.7 萬 | 0.02% | +3,148 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 3,255 | $23.6 萬 | 0.02% | −483−12.9% | 減碼 |
| Schrum Private Wealth Management LLC | 3,281 | $23.6 萬 | 0.21% | +3,281 | 新進 |
| Blue Edge Capital, LLC | 3,243 | $23.5 萬 | 0.05% | −996−23.5% | 減碼 |
| Cutler Group LP | 3,251 | $23.5 萬 | 0.02% | −11,310−77.7% | 減碼 |
| PDS Planning, Inc | 3,249 | $23.5 萬 | 0.04% | +3+0.1% | 加碼 |
| Horizon Investments, LLC | 3,224 | $23.4 萬 | 0.01% | +214+7.1% | 加碼 |
| Little House Capital LLC | 3,211 | $23.3 萬 | 0.12% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 3,200 | $23.2 萬 | 0.02% | +100+3.2% | 加碼 |
| MQS Management LLC | 3,177 | $23.0 萬 | 0.37% | +3,177 | 新進 |
| NewEdge Wealth, LLC | 3,176 | $23.0 萬 | 0.01% | +3,176 | 新進 |
| CoreFirst Bank & Trust | 3,165 | $22.9 萬 | 0.15% | −1,271−28.7% | 減碼 |
| Trust Co of Vermont | 3,142 | $22.8 萬 | 0.01% | +14+0.4% | 加碼 |
| Stiles Financial Services Inc | 3,144 | $22.8 萬 | 0.11% | +3,144 | 新進 |
| Beaton Management Co. Inc. | 3,131 | $22.7 萬 | 0.14% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 3,119 | $22.6 萬 | 0.08% | 00.0% | 不變 |
| Old National Bancorp | 3,104 | $22.5 萬 | 0.01% | +3,104 | 新進 |
| Zacks Investment Management | 3,094 | $22.4 萬 | 0.00% | −92,912−96.8% | 減碼 |
| Ahrens Investment Partners LLC | 3,098 | $22.4 萬 | 0.10% | −4,300−58.1% | 減碼 |
| Blackston Financial Advisory Group, LLC | 3,088 | $22.4 萬 | 0.13% | +3,088 | 新進 |
| Kanawha Capital Management LLC | 3,074 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Quilter Plc | 2,928 | $22.1 萬 | 0.01% | −1,199−29.1% | 減碼 |
| Pflug Koory, LLC | 3,044 | $22.1 萬 | 0.11% | +10.0% | 加碼 |
| Camelot Portfolios, LLC | 3,039 | $22.0 萬 | 0.09% | +3,039 | 新進 |
| EverSource Wealth Advisors, LLC | 3,033 | $22.0 萬 | 0.06% | +3,033 | 新進 |
| Old Point Trust & Financial Services N A | 3,023 | $21.9 萬 | 0.09% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 3,028 | $21.9 萬 | 0.20% | +3,028 | 新進 |
| Vestmark Advisory Solutions, Inc. | 3,010 | $21.8 萬 | 0.01% | −897−23.0% | 減碼 |
| Capital Analysts, LLC | 3,000 | $21.7 萬 | 0.01% | −100−3.2% | 減碼 |
| Merrion Investment Management Co, LLC | 3,000 | $21.7 萬 | 0.16% | 00.0% | 不變 |
| Mosaic Family Wealth, LLC | 2,993 | $21.7 萬 | 0.06% | +10.0% | 加碼 |
| Engine No. 1 LLC | 2,999 | $21.7 萬 | 0.04% | +2,999 | 新進 |
| West Paces Advisors Inc. | 2,971 | $21.5 萬 | 0.07% | −392−11.7% | 減碼 |
| M&R Capital Management Inc | 2,963 | $21.4 萬 | 0.04% | 00.0% | 不變 |
| Neo Ivy Capital Management | 2,949 | $21.4 萬 | 0.31% | +343+13.2% | 加碼 |
| JT Stratford LLC | 2,956 | $21.4 萬 | 0.06% | +2,956 | 新進 |
| Proequities, Inc. | 2,920 | $21.2 萬 | 0.01% | −1,226−29.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,938 | $21.2 萬 | 0.02% | −406−12.1% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $21.2 萬 | 0.09% | −155−5.0% | 減碼 |
| Callahan Advisors, LLC | 2,926 | $21.2 萬 | 0.02% | −150−4.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,930 | $21.2 萬 | 0.04% | +2,930 | 新進 |
| Leonteq Securities AG | 2,916 | $21.1 萬 | 0.01% | −18,009−86.1% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 2,910 | $21.1 萬 | 0.07% | −300−9.3% | 減碼 |
| Chilton Capital Management LLC | 2,906 | $21.1 萬 | 0.01% | +25+0.9% | 加碼 |
| BKD Wealth Advisors, LLC | 2,911 | $21.1 萬 | 0.01% | +2,911 | 新進 |
| Flagship Harbor Advisors, LLC | 2,903 | $21.0 萬 | 0.02% | +2,903 | 新進 |
| LGT Group Foundation | 2,900 | $21.0 萬 | 0.01% | +2,900 | 新進 |
| DuPont Capital Management Corp | 2,882 | $20.9 萬 | 0.01% | −2,580−47.2% | 減碼 |
| First Citizens Bank & Trust Co | 2,883 | $20.9 萬 | 0.01% | −1,514−34.4% | 減碼 |
| Lindbrook Capital, LLC | 2,888 | $20.9 萬 | 0.03% | +218+8.2% | 加碼 |
| Quadrant Capital Group LLC | 2,882 | $20.9 萬 | 0.02% | +455+18.7% | 加碼 |
| Boston Private Wealth LLC | 2,865 | $20.8 萬 | 0.00% | −713−19.9% | 減碼 |
| Burke & Herbert Bank & Trust Co | 2,866 | $20.8 萬 | 0.12% | −596−17.2% | 減碼 |
| Port Capital LLC | 2,871 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 2,868 | $20.8 萬 | 0.11% | +2,868 | 新進 |
| Carl Stuart Investment Advisor, Inc | 2,863 | $20.7 萬 | 0.15% | +2,863 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 2,829 | $20.5 萬 | 0.05% | −1,752−38.2% | 減碼 |
| TrinityPoint Wealth, LLC | 2,812 | $20.4 萬 | 0.04% | −598−17.5% | 減碼 |
| Cadinha & Co LLC | 2,815 | $20.4 萬 | 0.03% | +2,815 | 新進 |
| Financial Advocates Investment Management | 2,810 | $20.4 萬 | 0.01% | +2,810 | 新進 |
| Saxon Interests, Inc. | 2,363 | $20.4 萬 | 0.12% | +2,363 | 新進 |
| Roundview Capital LLC | 2,805 | $20.3 萬 | 0.02% | +2,805 | 新進 |
| Rossmore Private Capital | 2,801 | $20.3 萬 | 0.03% | +2,801 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 2,784 | $20.2 萬 | 0.01% | −232−7.7% | 減碼 |
| HCR Wealth Advisors | 2,792 | $20.2 萬 | 0.03% | −78−2.7% | 減碼 |
| Plancorp, LLC | 2,791 | $20.2 萬 | 0.01% | +2,791 | 新進 |
| Capital Investment Advisory Services, LLC | 2,773 | $20.1 萬 | 0.02% | +2,773 | 新進 |
| Aries Wealth Management | 2,773 | $20.1 萬 | 0.08% | +2,773 | 新進 |
| Atlas Capital Advisors LLC | 2,768 | $20.1 萬 | 0.03% | +1,855+203.2% | 加碼 |
| Allworth Financial LP | 2,755 | $20.0 萬 | 0.00% | −410−13.0% | 減碼 |
| Monetary Management Group Inc | 2,677 | $19.4 萬 | 0.05% | 00.0% | 不變 |
| Gables Capital Management Inc. | 2,652 | $19.2 萬 | 0.11% | −100−3.6% | 減碼 |
| Cornerstone Advisory, LLC | 2,623 | $19.0 萬 | 0.03% | +2,623 | 新進 |
| CoreCap Advisors, LLC | 2,579 | $18.7 萬 | 0.01% | +2,579 | 新進 |
| Acima Private Wealth, LLC | 2,500 | $18.1 萬 | 0.08% | 00.0% | 不變 |
| Albion Financial Group | 2,466 | $17.9 萬 | 0.01% | +2,400+3,636.4% | 加碼 |
| Motco | 2,441 | $17.7 萬 | 0.01% | −58,038−96.0% | 減碼 |
| Bray Capital Advisors | 2,412 | $17.5 萬 | 0.04% | +22+0.9% | 加碼 |
| Barrett Asset Management, LLC | 2,392 | $17.3 萬 | 0.01% | −1,385−36.7% | 減碼 |
| First PREMIER Bank | 2,381 | $17.2 萬 | 0.04% | +185+8.4% | 加碼 |
| Close Asset Management Ltd | 2,356 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 2,340 | $17.0 萬 | 0.03% | −200−7.9% | 減碼 |
| Montag A & Associates Inc | 2,343 | $17.0 萬 | 0.01% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 2,328 | $16.9 萬 | 0.02% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 2,275 | $16.5 萬 | 0.03% | −46−2.0% | 減碼 |
| Dividend Assets Capital, LLC | 2,178 | $15.8 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 1,996 | $14.5 萬 | 0.05% | 00.0% | 不變 |
| Front Row Advisors LLC | 2,004 | $14.5 萬 | 0.05% | +500+33.2% | 加碼 |
| Gradient Investments LLC | 1,981 | $14.4 萬 | 0.00% | +16+0.8% | 加碼 |
| Brown Brothers Harriman & Co | 1,956 | $14.2 萬 | 0.00% | −3−0.2% | 減碼 |
| Sutton Wealth Advisors Inc. | 1,950 | $14.1 萬 | 0.05% | −14−0.7% | 減碼 |
| Jones Financial Companies LLLP | 1,949 | $14.1 萬 | 0.00% | −37−1.9% | 減碼 |
| Laurel Wealth Advisors LLC | 1,921 | $13.9 萬 | 0.03% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 1,921 | $13.9 萬 | 0.07% | +1,921 | 新進 |
| Harbour Investments, Inc. | 1,865 | $13.5 萬 | 0.01% | −5,260−73.8% | 減碼 |
| Central Bank & Trust Co | 1,776 | $12.9 萬 | 0.02% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,787 | $12.9 萬 | 0.02% | +251+16.3% | 加碼 |
| Fieldpoint Private Securities, LLC | 1,760 | $12.8 萬 | 0.03% | 00.0% | 不變 |