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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management, LLC | 27,518 | $199.4 萬 | 1.71% | +27,518 | 新進 |
| Louisiana State Employees Retirement System | 27,500 | $199.3 萬 | 0.04% | +200+0.7% | 加碼 |
| Panagora Asset Management Inc | 27,438 | $198.8 萬 | 0.01% | −3,113−10.2% | 減碼 |
| Prio Wealth Limited Partnership | 27,419 | $198.7 萬 | 0.06% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 27,334 | $198.1 萬 | 1.78% | +27,334 | 新進 |
| Pineno Levin & Ford Asset Management, Inc. | 27,157 | $196.8 萬 | 0.58% | +980+3.7% | 加碼 |
| Trustmark National Bank Trust Department | 27,110 | $196.4 萬 | 0.15% | −4,590−14.5% | 減碼 |
| Johnson Investment Counsel Inc | 26,966 | $195.4 萬 | 0.02% | +62+0.2% | 加碼 |
| Kentucky Retirement Systems | 26,823 | $194.4 萬 | 0.08% | +1,024+4.0% | 加碼 |
| Shelton Capital Management | 26,751 | $193.8 萬 | 0.07% | +300+1.1% | 加碼 |
| New Mexico Educational Retirement Board | 26,728 | $193.7 萬 | 0.06% | −1,900−6.6% | 減碼 |
| Unison Advisors LLC | 26,712 | $193.5 萬 | 0.47% | +409+1.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 26,590 | $192.7 萬 | 0.09% | +4,505+20.4% | 加碼 |
| Poehling Capital Management, LLC | 26,481 | $191.9 萬 | 0.62% | −232−0.9% | 減碼 |
| Principle Wealth Partners LLC | 26,405 | $191.3 萬 | 0.20% | 00.0% | 不變 |
| Blair William & Co | 26,271 | $190.4 萬 | 0.01% | +3,151+13.6% | 加碼 |
| City Holding Co | 22,560 | $190.0 萬 | 0.32% | −424−1.8% | 減碼 |
| Garrison Asset Management, LLC | 25,866 | $187.4 萬 | 1.02% | −164−0.6% | 減碼 |
| SG Americas Securities, LLC | 25,749 | $186.6 萬 | 0.01% | +15,491+151.0% | 加碼 |
| Daiwa Securities Group Inc. | 25,578 | $185.3 萬 | 0.01% | +1,290+5.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 25,549 | $185.2 萬 | 0.04% | −200−0.8% | 減碼 |
| German American Bancorp, Inc. | 25,540 | $185.1 萬 | 0.26% | +356+1.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 25,532 | $185.0 萬 | 0.10% | +25,532 | 新進 |
| Argyle Capital Management Inc. | 25,235 | $182.9 萬 | 0.57% | +1,000+4.1% | 加碼 |
| Leavell Investment Management, Inc. | 24,896 | $180.4 萬 | 0.12% | −11,036−30.7% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 24,784 | $179.6 萬 | 0.05% | −331−1.3% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,620 | $178.4 萬 | 0.84% | −1,018−4.0% | 減碼 |
| STRS Ohio | 24,221 | $175.5 萬 | 0.01% | −8,560−26.1% | 減碼 |
| Algert Global LLC | 24,199 | $175.3 萬 | 0.22% | −673−2.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 24,089 | $174.6 萬 | 0.03% | −862−3.5% | 減碼 |
| SWS Partners | 23,943 | $173.5 萬 | 0.99% | +1,581+7.1% | 加碼 |
| AXA S.A. | 23,893 | $173.1 萬 | 0.00% | −50,902−68.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 23,735 | $172.0 萬 | 0.06% | −2,945−11.0% | 減碼 |
| River Wealth Advisors LLC | 23,677 | $171.6 萬 | 0.27% | +1,185+5.3% | 加碼 |
| Venture Visionary Partners LLC | 24,267 | $171.2 萬 | 0.11% | +1,465+6.4% | 加碼 |
| FIL Ltd | 23,142 | $167.7 萬 | 0.00% | −20,388−46.8% | 減碼 |
| Van Eck Associates Corp | 23,055 | $167.1 萬 | 0.00% | −584−2.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 23,059 | $167.1 萬 | 0.03% | +10,194+79.2% | 加碼 |
| Gotham Asset Management, LLC | 23,008 | $166.7 萬 | 0.05% | +19,246+511.6% | 加碼 |
| Green Square Capital Advisors LLC | 22,456 | $162.7 萬 | 0.32% | +1,035+4.8% | 加碼 |
| Corient Capital Partners, LLC | 22,338 | $161.8 萬 | 0.11% | −1,748−7.3% | 減碼 |
| Strategic Financial Services, Inc, | 21,921 | $158.8 萬 | 0.12% | −1,941−8.1% | 減碼 |
| Profund Advisors LLC | 21,848 | $158.3 萬 | 0.05% | +603+2.8% | 加碼 |
| Wilen Investment Management Corp. | 21,916 | $157.8 萬 | 1.20% | −750−3.3% | 減碼 |
| Baxter Bros Inc | 21,431 | $155.3 萬 | 0.23% | −229−1.1% | 減碼 |
| Occudo Quantitative Strategies LP | 21,398 | $155.0 萬 | 0.14% | −10,479−32.9% | 減碼 |
| Neville Rodie & Shaw Inc | 21,372 | $154.9 萬 | 0.11% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,309 | $154.4 萬 | 0.01% | −178,408−89.3% | 減碼 |
| HBK Sorce Advisory LLC | 21,042 | $152.5 萬 | 0.08% | +1,954+10.2% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 20,918 | $151.6 萬 | 1.37% | +20,918 | 新進 |
| Hartford Financial Management Inc. | 20,868 | $151.2 萬 | 0.35% | +10.0% | 加碼 |
| Koshinski Asset Management, Inc. | 20,765 | $150.5 萬 | 0.12% | −1,100−5.0% | 減碼 |
| First Nebraska Trust Co | 20,741 | $150.3 萬 | 0.18% | −4,325−17.3% | 減碼 |
| Quantamental Technologies LLC | 20,688 | $149.9 萬 | 0.76% | +20,688 | 新進 |
| XML Financial, LLC | 20,657 | $149.7 萬 | 0.18% | +3,215+18.4% | 加碼 |
| Cheviot Value Management, LLC | 20,353 | $147.5 萬 | 0.35% | −126−0.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,070 | $145.5 萬 | 0.02% | −310−1.5% | 減碼 |
| Somerset Trust Co | 20,079 | $145.5 萬 | 0.53% | +229+1.2% | 加碼 |
| Greylin Investment Mangement Inc | 20,058 | $145.3 萬 | 0.27% | −357−1.7% | 減碼 |
| Wedbush Securities Inc | 19,935 | $144.4 萬 | 0.06% | +1,138+6.1% | 加碼 |
| 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 |
| Northwestern Mutual Investment Management Company, LLC | 19,712 | $142.8 萬 | 0.03% | −181−0.9% | 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 |
| Thrivent Financial for Lutherans | 19,206 | $139.2 萬 | 0.00% | −32−0.2% | 減碼 |
| Fernwood Investment Management, LLC | 19,180 | $139.0 萬 | 0.45% | +71+0.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,126 | $138.6 萬 | 0.03% | −918−4.6% | 減碼 |
| Mattern Wealth Management LLC | 19,121 | $138.5 萬 | 0.41% | +400+2.1% | 加碼 |
| Salem Investment Counselors Inc | 18,745 | $135.8 萬 | 0.05% | +14,915+389.4% | 加碼 |
| Patten & Patten Inc | 18,671 | $135.3 萬 | 0.09% | +1,318+7.6% | 加碼 |
| apricus wealth, LLC | 18,600 | $134.8 萬 | 1.20% | +18,600 | 新進 |
| Auxier Asset Management | 18,362 | $133.1 萬 | 0.21% | −50−0.3% | 減碼 |
| Clifford Swan Investment Counsel LLC | 18,343 | $132.9 萬 | 0.05% | +10.0% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $132.6 萬 | 0.17% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 18,256 | $132.3 萬 | 0.23% | +150+0.8% | 加碼 |
| OPSEU Pension Plan Trust Fund | 17,083 | $132.2 萬 | 0.30% | +343+2.0% | 加碼 |
| Icon Wealth Partners, LLC | 18,087 | $131.1 萬 | 0.13% | −482−2.6% | 減碼 |
| Tdam USA Inc. | 18,032 | $130.7 萬 | 0.08% | −318−1.7% | 減碼 |
| Citizens Business Bank | 17,955 | $130.1 萬 | 0.16% | −15,745−46.7% | 減碼 |
| Financial Counselors Inc | 17,897 | $129.7 萬 | 0.03% | −990−5.2% | 減碼 |
| Sonora Investment Management Group, LLC | 17,849 | $129.3 萬 | 0.15% | +17,849 | 新進 |
| Intrust Bank NA | 17,819 | $129.1 萬 | 0.16% | +647+3.8% | 加碼 |
| Ingalls & Snyder LLC | 17,790 | $128.9 萬 | 0.06% | −1,700−8.7% | 減碼 |
| Meixler Investment Management, Ltd. | 17,689 | $128.2 萬 | 1.32% | +17,689 | 新進 |
| Moser Wealth Advisors, LLC | 17,619 | $127.7 萬 | 0.77% | −389−2.2% | 減碼 |
| CFM Wealth Partners LLC | 16,827 | $127.4 萬 | 0.28% | −234−1.4% | 減碼 |
| Tiaa, FSB | 17,481 | $126.7 萬 | 0.00% | −870−4.7% | 減碼 |
| B. Riley Wealth Management, Inc. | 17,442 | $126.4 萬 | 0.09% | +1,017+6.2% | 加碼 |
| TD Private Client Wealth LLC | 17,223 | $124.8 萬 | 0.05% | −6,350−26.9% | 減碼 |
| Dowling & Yahnke LLC | 17,213 | $124.7 萬 | 0.06% | −238−1.4% | 減碼 |
| Bowling Portfolio Management LLC | 17,135 | $124.2 萬 | 0.26% | −103−0.6% | 減碼 |
| Advisor Partners LLC | 17,094 | $123.9 萬 | 0.07% | +579+3.5% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 14,213 | $122.4 萬 | 0.55% | +7,997+128.7% | 加碼 |
| Northside Capital Management, LLC | 16,848 | $122.1 萬 | 0.32% | 00.0% | 不變 |
| Arvest Trust Co N A | 16,840 | $122.0 萬 | 0.06% | +16,840 | 新進 |
| 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 |
| Charter Trust Co | 16,789 | $121.7 萬 | 0.10% | −3,480−17.2% | 減碼 |
| Telemus Capital, LLC | 16,604 | $120.3 萬 | 0.10% | −765−4.4% | 減碼 |