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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 45,043 | $341.2 萬 | 0.44% | −761−1.7% | 減碼 |
| Veritable, L.P. | 46,816 | $339.2 萬 | 0.05% | −1,315−2.7% | 減碼 |
| Simmons Bank | 46,497 | $336.9 萬 | 0.24% | −2,706−5.5% | 減碼 |
| Brown Advisory Inc | 46,387 | $336.0 萬 | 0.00% | +884+1.9% | 加碼 |
| Mirador Capital Partners LP | 45,298 | $328.2 萬 | 0.69% | +1,893+4.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 45,047 | $326.4 萬 | 0.09% | +45,047 | 新進 |
| HM Payson & Co | 44,511 | $322.5 萬 | 0.07% | +4,807+12.1% | 加碼 |
| Hartford Investment Management Co | 44,495 | $322.4 萬 | 0.07% | −3,132−6.6% | 減碼 |
| First National Bank of Omaha | 44,323 | $321.2 萬 | 0.15% | +9,761+28.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 37,006 | $321.1 萬 | 0.49% | −10,194−21.6% | 減碼 |
| Advisory Services Network, LLC | 44,119 | $319.7 萬 | 0.09% | −647−1.4% | 減碼 |
| Wolverine Trading, LLC | 44,059 | $319.2 萬 | 0.04% | +44,059 | 新進 |
| Telos Capital Management, Inc. | 43,890 | $318.0 萬 | 0.40% | −2,028−4.4% | 減碼 |
| Credit Agricole S A | 43,607 | $316.0 萬 | 0.11% | +28,779+194.1% | 加碼 |
| Ensign Peak Advisors, Inc | 43,489 | $315.0 萬 | 0.01% | +4,386+11.2% | 加碼 |
| Stratos Wealth Advisors, LLC | 43,460 | $314.9 萬 | 0.23% | −1,919−4.2% | 減碼 |
| Chatham Capital Group, Inc. | 43,143 | $312.6 萬 | 0.56% | −6,004−12.2% | 減碼 |
| Fluent Financial, LLC | 42,886 | $310.8 萬 | 1.27% | −1,130−2.6% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 42,837 | $310.4 萬 | 0.92% | +27+0.1% | 加碼 |
| Canada Pension Plan Investment Board | 42,775 | $309.9 萬 | 0.00% | −423,938−90.8% | 減碼 |
| Balyasny Asset Management LLC | 42,422 | $307.4 萬 | 0.01% | +42,422 | 新進 |
| CIBC Asset Management Inc | 41,869 | $303.4 萬 | 0.01% | +2,135+5.4% | 加碼 |
| GWM Advisors LLC | 41,566 | $301.3 萬 | 0.05% | +29,931+257.2% | 加碼 |
| FDx Advisors, Inc. | 41,532 | $300.9 萬 | 0.08% | −3,625−8.0% | 減碼 |
| Level Four Advisory Services, LLC | 41,522 | $300.9 萬 | 0.23% | +13,706+49.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 41,406 | $300.0 萬 | 0.06% | +2,180+5.6% | 加碼 |
| Los Angeles Capital Management LLC | 40,943 | $296.7 萬 | 0.01% | +40,943 | 新進 |
| Pinnacle Associates Ltd | 40,085 | $290.5 萬 | 0.05% | +2,120+5.6% | 加碼 |
| Pearl River Capital, LLC | 40,002 | $289.9 萬 | 0.78% | +8,281+26.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 39,442 | $285.8 萬 | 0.01% | +8,772+28.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 39,134 | $283.5 萬 | 0.00% | +2,906+8.0% | 加碼 |
| Fiera Capital Corp | 39,023 | $282.8 萬 | 0.01% | 00.0% | 不變 |
| Shorepoint Capital Partners LLC | 38,575 | $279.5 萬 | 1.13% | +3,253+9.2% | 加碼 |
| AE Wealth Management LLC | 38,544 | $279.3 萬 | 0.02% | +16,309+73.3% | 加碼 |
| Schroder Investment Management Group | 37,958 | $275.1 萬 | 0.00% | −18,866−33.2% | 減碼 |
| Alta Capital Management LLC | 37,862 | $274.3 萬 | 0.14% | +355+0.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 37,639 | $272.7 萬 | 0.02% | −5,464−12.7% | 減碼 |
| Regentatlantic Capital LLC | 37,479 | $271.6 萬 | 0.08% | +230+0.6% | 加碼 |
| Invenomic Capital Management LP | 37,214 | $269.7 萬 | 0.63% | +37,214 | 新進 |
| Norinchukin Bank, The | 37,183 | $269.4 萬 | 0.03% | −226−0.6% | 減碼 |
| Westpac Banking Corp | 37,001 | $268.1 萬 | 0.03% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 36,662 | $265.7 萬 | 0.10% | +88+0.2% | 加碼 |
| Brinker Capital Investments, LLC | 36,613 | $265.3 萬 | 0.04% | +8,473+30.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 36,594 | $265.2 萬 | 0.06% | −101,097−73.4% | 減碼 |
| Stolper Co | 36,321 | $263.2 萬 | 1.17% | −4,391−10.8% | 減碼 |
| Brookstone Capital Management | 32,071 | $262.9 萬 | 0.05% | +789+2.5% | 加碼 |
| Colonial Trust Advisors | 36,139 | $261.9 萬 | 0.29% | +502+1.4% | 加碼 |
| Securian Asset Management, Inc | 36,129 | $261.8 萬 | 0.05% | −310−0.9% | 減碼 |
| Park Avenue Securities LLC | 36,059 | $261.3 萬 | 0.05% | +1,854+5.4% | 加碼 |
| Cetera Advisor Networks LLC | 35,989 | $260.8 萬 | 0.03% | +2,011+5.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 35,648 | $258.3 萬 | 0.04% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 35,560 | $257.7 萬 | 0.03% | −1,100−3.0% | 減碼 |
| Winton Group Ltd | 35,546 | $257.6 萬 | 0.16% | +17,167+93.4% | 加碼 |
| First American Bank | 35,475 | $257.1 萬 | 0.14% | +761+2.2% | 加碼 |
| Atria Investments LLC | 34,535 | $250.2 萬 | 0.04% | +469+1.4% | 加碼 |
| PEAK6 Investments LLC | 34,435 | $249.5 萬 | 0.07% | −41,849−54.9% | 減碼 |
| Gateway Investment Advisers LLC | 34,335 | $248.8 萬 | 0.02% | −208,750−85.9% | 減碼 |
| Gladstone Institutional Advisory LLC | 34,224 | $248.0 萬 | 0.19% | −421−1.2% | 減碼 |
| Marathon Capital Management | 33,520 | $242.9 萬 | 0.57% | +225+0.7% | 加碼 |
| Maryland State Retirement & Pension System | 33,413 | $242.1 萬 | 0.06% | 00.0% | 不變 |
| Heritage Trust Co | 33,371 | $241.9 萬 | 0.31% | −1,720−4.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 33,252 | $240.9 萬 | 0.07% | +2,569+8.4% | 加碼 |
| Riverview Capital Advisers, LLC | 32,954 | $238.8 萬 | 1.06% | +32,954 | 新進 |
| Segall Bryant & Hamill, LLC | 32,986 | $238.3 萬 | 0.02% | −900−2.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 32,756 | $237.3 萬 | 0.03% | +8,331+34.1% | 加碼 |
| Scissortail Wealth Management, LLC | 32,694 | $236.9 萬 | 0.91% | +32,694 | 新進 |
| Blueshift Asset Management, LLC | 32,636 | $236.5 萬 | 0.21% | +26,582+439.1% | 加碼 |
| Oppenheimer & Co Inc | 32,614 | $236.3 萬 | 0.04% | −11,059−25.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $236.0 萬 | 0.00% | −43,258−57.0% | 減碼 |
| Canal Insurance CO | 32,500 | $235.5 萬 | 0.69% | 00.0% | 不變 |
| Virtu Financial LLC | 32,493 | $235.4 萬 | 0.24% | +32,493 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 32,436 | $235.0 萬 | 1.44% | +32,436 | 新進 |
| Cerity Partners LLC | 32,308 | $234.3 萬 | 0.04% | +594+1.9% | 加碼 |
| Becker Capital Management Inc | 32,204 | $233.4 萬 | 0.09% | −5,232−14.0% | 減碼 |
| Capstone Investment Advisors, LLC | 32,093 | $232.5 萬 | 0.04% | +208+0.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 31,752 | $230.1 萬 | 0.00% | +657+2.1% | 加碼 |
| Capitolis Advisors LLC | 31,552 | $228.6 萬 | 0.01% | 00.0% | 不變 |
| Quantbot Technologies LP | 31,536 | $228.5 萬 | 0.19% | −41,466−56.8% | 減碼 |
| Demars Financial Group, LLC | 31,220 | $226.2 萬 | 1.20% | +24,716+380.0% | 加碼 |
| Seven Eight Capital, LP | 30,776 | $223.0 萬 | 0.40% | +25,049+437.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 30,665 | $222.2 萬 | 0.09% | +11,834+62.8% | 加碼 |
| Kingsview Wealth Management, LLC | 30,394 | $220.2 萬 | 0.09% | −1,656−5.2% | 減碼 |
| Burney Co | 30,277 | $219.4 萬 | 0.09% | +16,692+122.9% | 加碼 |
| Quadrature Capital Ltd | 30,180 | $218.7 萬 | 0.12% | −39,122−56.5% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 29,990 | $217.3 萬 | 0.38% | +1,484+5.2% | 加碼 |
| People's United Financial, Inc. | 29,915 | $216.8 萬 | 0.05% | −8,298−21.7% | 減碼 |
| Fundamentun, LLC | 29,640 | $214.8 萬 | 0.34% | +2,581+9.5% | 加碼 |
| Private Advisor Group, LLC | 29,182 | $211.5 萬 | 0.02% | −12,612−30.2% | 減碼 |
| Parsons Capital Management Inc | 28,734 | $208.2 萬 | 0.15% | −175−0.6% | 減碼 |
| NewSquare Capital LLC | 28,564 | $207.0 萬 | 0.22% | +2,475+9.5% | 加碼 |
| Ziegler Capital Management, LLC | 27,520 | $206.6 萬 | 0.07% | +27,520 | 新進 |
| Resources Investment Advisors, LLC. | 28,343 | $205.4 萬 | 0.08% | −183−0.6% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 28,218 | $204.5 萬 | 0.22% | +4,639+19.7% | 加碼 |
| Central Trust Co | 28,194 | $204.2 萬 | 0.06% | −170−0.6% | 減碼 |
| Xponance, Inc. | 28,161 | $204.1 萬 | 0.03% | +6,031+27.3% | 加碼 |
| Regions Financial Corp | 28,019 | $203.0 萬 | 0.02% | +2,680+10.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 27,986 | $202.8 萬 | 0.03% | +27,986 | 新進 |
| Franklin, Parlapiano, Turner & Welch, LLC | 27,682 | $200.6 萬 | 0.58% | +381+1.4% | 加碼 |
| SevenBridge Financial Group, LLC | 27,618 | $200.1 萬 | 0.60% | −1,010−3.5% | 減碼 |
| Davenport & Co LLC | 27,528 | $199.5 萬 | 0.01% | −5,784−17.4% | 減碼 |