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 |
|---|---|---|---|---|---|
| Cannell Peter B & Co Inc | 10,479 | $75.9 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| Ashton Thomas Private Wealth, LLC | 10,329 | $74.8 萬 | 0.07% | +10,329 | 新進 |
| Great Valley Advisor Group, Inc. | 10,288 | $74.5 萬 | 0.05% | +2,948+40.2% | 加碼 |
| HAP Trading, LLC | 10,227 | $74.1 萬 | 0.05% | −1,622−13.7% | 減碼 |
| Longfellow Investment Management Co LLC | 10,211 | $74.0 萬 | 0.12% | +1,261+14.1% | 加碼 |
| HB Wealth Management, LLC | 10,085 | $73.1 萬 | 0.01% | +10,085 | 新進 |
| Resources Management Corp | 9,995 | $72.4 萬 | 0.09% | −535−5.1% | 減碼 |
| Haverford Trust Co | 9,982 | $72.3 萬 | 0.01% | −3,175−24.1% | 減碼 |
| Stillwater Investment Management, LLC | 9,963 | $72.2 萬 | 0.18% | +127+1.3% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 9,870 | $71.5 萬 | 0.07% | +9,870 | 新進 |
| Cigna Investments Inc | 9,831 | $71.3 萬 | 0.06% | −3,624−26.9% | 減碼 |
| Heron Financial Group, LLC | 8,053 | $70.6 萬 | 0.38% | −823−9.3% | 減碼 |
| Investors Research Corp | 9,723 | $70.5 萬 | 0.21% | 00.0% | 不變 |
| V Wealth Advisors LLC | 9,694 | $70.2 萬 | 0.10% | −1,095−10.1% | 減碼 |
| Energy Opportunities Capital Management, LLC | 9,500 | $68.8 萬 | 2.04% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 9,435 | $68.4 萬 | 0.01% | +49+0.5% | 加碼 |
| 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 |
| Gries Financial LLC | 9,353 | $67.8 萬 | 0.28% | +9,353 | 新進 |
| Citizens National Bank Trust Department | 9,296 | $67.4 萬 | 0.26% | −12,715−57.8% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,290 | $67.3 萬 | 0.13% | −362−3.8% | 減碼 |
| Penobscot Investment Management Company, Inc. | 9,264 | $67.1 萬 | 0.09% | −425−4.4% | 減碼 |
| 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 |
| Delta Financial Advisors LLC | 9,203 | $66.7 萬 | 0.27% | +20.0% | 加碼 |
| 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 |
| Orleans Capital Management Corp | 9,095 | $65.9 萬 | 0.37% | −14,200−61.0% | 減碼 |
| Citizens Financial Group Inc | 9,077 | $65.8 萬 | 0.02% | +9,077 | 新進 |
| Rowland & Co Investment Counsel | 9,056 | $65.6 萬 | 0.15% | +5,404+148.0% | 加碼 |
| NN Investment Partners Holdings N.V. | 9,019 | $65.4 萬 | 0.00% | −91,700−91.0% | 減碼 |
| Valeo Financial Advisors, LLC | 9,003 | $65.2 萬 | 0.04% | +165+1.9% | 加碼 |
| Caldwell Trust Co | 8,908 | $64.5 萬 | 0.07% | −82−0.9% | 減碼 |
| Karpas Strategies, LLC | 8,903 | $64.5 萬 | 0.21% | +1,641+22.6% | 加碼 |
| Islay Capital Management, LLC | 8,877 | $64.3 萬 | 0.49% | 00.0% | 不變 |
| Astrantus Ltd | 8,815 | $63.9 萬 | 0.48% | +8,815 | 新進 |
| Doheny Asset Management | 8,804 | $63.8 萬 | 0.45% | −3,668−29.4% | 減碼 |
| 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 |
| Econ Financial Services Corp | 8,206 | $63.2 萬 | 0.48% | +8,206 | 新進 |
| Summit Financial, LLC | 8,718 | $63.2 萬 | 0.05% | +2,520+40.7% | 加碼 |
| Mystic Asset Management, Inc. | 8,719 | $63.1 萬 | 0.30% | +8,719 | 新進 |
| Tiedemann Advisors, LLC | 8,669 | $62.8 萬 | 0.03% | −487−5.3% | 減碼 |
| North Star Investment Management Corp. | 8,543 | $61.9 萬 | 0.04% | +40.0% | 加碼 |
| 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 |
| Vise Technologies, Inc. | 8,517 | $61.7 萬 | 0.17% | +8,517 | 新進 |
| Adirondack Trust Co | 8,507 | $61.6 萬 | 0.29% | −218−2.5% | 減碼 |
| Doman Group, LLC | 8,464 | $61.3 萬 | 0.54% | +8,464 | 新進 |
| Beacon Pointe Advisors, LLC | 8,443 | $61.2 萬 | 0.02% | +2,735+47.9% | 加碼 |
| Avidian Wealth Solutions, LLC | 8,429 | $61.1 萬 | 0.04% | +2,130+33.8% | 加碼 |
| Edge Capital Group, LLC | 8,400 | $60.9 萬 | 0.04% | 00.0% | 不變 |
| American Trust | 8,401 | $60.8 萬 | 0.05% | +8,401 | 新進 |
| BerganKDV Wealth Management, LLC | 8,302 | $60.2 萬 | 0.06% | −316−3.7% | 減碼 |
| Intrua Financial, LLC | 8,251 | $59.8 萬 | 0.11% | +1,103+15.4% | 加碼 |
| Baker Ellis Asset Management LLC | 8,220 | $59.6 萬 | 0.11% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 8,191 | $59.4 萬 | 0.14% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 8,167 | $59.2 萬 | 0.09% | +8,167 | 新進 |
| Centaurus Financial, Inc. | 8,136 | $59.0 萬 | 0.04% | −636−7.3% | 減碼 |
| Verdence Capital Advisors LLC | 8,148 | $59.0 萬 | 0.07% | −16−0.2% | 減碼 |
| Ferris Capital, LLC | 8,125 | $58.9 萬 | 0.13% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 8,085 | $58.6 萬 | 0.31% | −255−3.1% | 減碼 |
| Linscomb & Williams, Inc. | 7,961 | $57.7 萬 | 0.03% | +938+13.4% | 加碼 |
| TD Ameritrade Investment Management, LLC | 7,962 | $57.7 萬 | 0.00% | +7,962 | 新進 |
| Echo Street Capital Management LLC | 7,934 | $57.5 萬 | 0.00% | −2,971−27.2% | 減碼 |
| Drive Wealth Management, LLC | 7,920 | $57.4 萬 | 0.50% | +7,920 | 新進 |
| Finivi Inc. | 7,912 | $57.3 萬 | 0.61% | +7,912 | 新進 |
| Bank Ozk | 7,890 | $57.1 萬 | 0.23% | +651+9.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 7,855 | $56.9 萬 | 0.00% | −600−7.1% | 減碼 |
| WealthTrust Axiom LLC | 7,812 | $56.6 萬 | 0.18% | −126−1.6% | 減碼 |
| JustInvest LLC | 7,797 | $56.5 萬 | 0.03% | +3,104+66.1% | 加碼 |
| Walleye Trading LLC | 7,793 | $56.5 萬 | 0.01% | +7,793 | 新進 |
| Prospera Financial Services Inc | 7,782 | $56.4 萬 | 0.02% | +1,482+23.5% | 加碼 |
| Independent Advisor Alliance | 7,766 | $56.3 萬 | 0.03% | +578+8.0% | 加碼 |
| Bull Street Advisors, LLC | 7,751 | $56.2 萬 | 0.27% | −400−4.9% | 減碼 |
| Boenning & Scattergood, Inc. | 7,709 | $55.9 萬 | 0.09% | −60−0.8% | 減碼 |
| Harbor Investment Advisory, LLC | 7,715 | $55.9 萬 | 0.07% | +1,563+25.4% | 加碼 |
| Banque Cantonale Vaudoise | 7,702 | $55.8 萬 | 0.02% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 7,681 | $55.7 萬 | 0.06% | −576−7.0% | 減碼 |
| Belpointe Asset Management LLC | 7,684 | $55.7 萬 | 0.03% | +2,566+50.1% | 加碼 |
| Fiduciary Group LLC | 7,604 | $55.1 萬 | 0.06% | 00.0% | 不變 |
| Vantage Consulting Group Inc | 7,605 | $55.1 萬 | 0.15% | −147−1.9% | 減碼 |
| Massmutual Trust Co FSB | 7,609 | $55.1 萬 | 0.02% | +5,273+225.7% | 加碼 |
| Syntax Advisors, LLC | 7,605 | $55.1 萬 | 0.41% | +7,605 | 新進 |
| Institute for Wealth Management, LLC. | 7,595 | $55.0 萬 | 0.09% | −149−1.9% | 減碼 |
| AMG National Trust Bank | 7,576 | $54.9 萬 | 0.02% | +172+2.3% | 加碼 |
| Greenleaf Trust | 7,487 | $54.3 萬 | 0.01% | +163+2.2% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,499 | $54.3 萬 | 0.35% | +200+2.7% | 加碼 |
| True North Advisors, LLC | 7,483 | $54.2 萬 | 0.09% | +732+10.8% | 加碼 |
| Independent Financial Group, LLC | 7,473 | $54.1 萬 | 0.04% | −5,538−42.6% | 減碼 |
| Cypress Capital Management LLC | 7,466 | $54.1 萬 | 0.06% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 7,466 | $54.1 萬 | 0.08% | +7,466 | 新進 |
| Peapack Gladstone Financial Corp | 7,444 | $54.0 萬 | 0.01% | −723−8.9% | 減碼 |
| Glenview Trust Co | 7,377 | $53.4 萬 | 0.02% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 7,360 | $53.4 萬 | 0.18% | +2,475+50.7% | 加碼 |
| Columbia Trust Co 01012016 | 7,610 | $53.3 萬 | 0.28% | 00.0% | 不變 |
| Simplex Trading, LLC | 7,352 | $53.2 萬 | 0.02% | −24,969−77.3% | 減碼 |