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。
2022 年第 1 季 13F 持有人
Phillips 66 在 2022/3/31 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
- 1,451
- 較 2021 年第 4 季 +111 家
- 持有股數
- 3.38 億
- 較 2021 年第 4 季 +3,190 萬 (+10.4%)
- 總市值
- $291.4 億
- 較 2021 年第 4 季 +$69.4 億 (+31.3%)
- 新進機構
- 208
- 另有 617 家加碼
- 清倉機構
- 97
- 另有 408 家減碼
另有 18 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 16,746 | $144.7 萬 | 0.31% | +16,746 | 新進 |
| Northside Capital Management, LLC | 16,848 | $145.5 萬 | 0.39% | 00.0% | 不變 |
| National Bank of Canada | 16,572 | $145.7 萬 | 0.01% | +10,533+174.4% | 加碼 |
| Cetera Investment Advisers | 17,022 | $147.1 萬 | 0.02% | +2,117+14.2% | 加碼 |
| Advisor Partners LLC | 17,036 | $147.2 萬 | 0.09% | −58−0.3% | 減碼 |
| Community Bank & Trust, Waco, Texas | 17,228 | $148.8 萬 | 0.43% | +1,242+7.8% | 加碼 |
| Hodges Capital Management Inc. | 17,232 | $148.8 萬 | 0.12% | +3,264+23.4% | 加碼 |
| Patten & Patten Inc | 17,277 | $149.3 萬 | 0.11% | −1,394−7.5% | 減碼 |
| B. Riley Wealth Management, Inc. | 17,443 | $150.7 萬 | 0.12% | +10.0% | 加碼 |
| Moser Wealth Advisors, LLC | 17,529 | $151.4 萬 | 0.95% | −90−0.5% | 減碼 |
| OPSEU Pension Plan Trust Fund | 17,511 | $152.4 萬 | 0.36% | +428+2.5% | 加碼 |
| Corton Capital Inc. | 17,637 | $152.4 萬 | 0.66% | +17,637 | 新進 |
| Financial Counselors Inc | 17,708 | $153.0 萬 | 0.03% | −189−1.1% | 減碼 |
| Sonora Investment Management Group, LLC | 17,756 | $153.5 萬 | 0.17% | −93−0.5% | 減碼 |
| Fernwood Investment Management, LLC | 17,780 | $153.6 萬 | 0.54% | −1,400−7.3% | 減碼 |
| Balentine LLC | 17,790 | $153.7 萬 | 0.05% | +3,582+25.2% | 加碼 |
| Nomura Holdings Inc | 17,904 | $153.9 萬 | 0.01% | −2,001−10.1% | 減碼 |
| Convergence Investment Partners, LLC | 17,812 | $153.9 萬 | 0.79% | +17,812 | 新進 |
| Intrust Bank NA | 17,902 | $154.7 萬 | 0.20% | +83+0.5% | 加碼 |
| Citizens Business Bank | 17,955 | $155.1 萬 | 0.19% | 00.0% | 不變 |
| Pinz Capital Management, LP | 18,000 | $155.5 萬 | 0.97% | −29,500−62.1% | 減碼 |
| Auxier Asset Management | 18,062 | $156.0 萬 | 0.25% | −300−1.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 18,114 | $156.5 萬 | 0.35% | +17,864+7,145.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 18,217 | $157.4 萬 | 0.03% | +4,614+33.9% | 加碼 |
| Bartlett & Co. LLC | 18,217 | $157.4 萬 | 0.03% | +4,614+33.9% | 加碼 |
| Curbstone Financial Management Corp | 18,256 | $157.7 萬 | 0.29% | 00.0% | 不變 |
| Burney Co | 18,275 | $157.9 萬 | 0.07% | −12,002−39.6% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $158.1 萬 | 0.21% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 18,340 | $158.4 萬 | 0.06% | −30.0% | 減碼 |
| Cetera Advisors LLC | 18,379 | $158.8 萬 | 0.03% | +2,362+14.7% | 加碼 |
| King Luther Capital Management Corp | 18,389 | $158.9 萬 | 0.01% | +11,379+162.3% | 加碼 |
| Icon Wealth Partners, LLC | 18,479 | $159.6 萬 | 0.16% | +392+2.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,338 | $160.6 萬 | 0.02% | −1,732−8.6% | 減碼 |
| CSS LLC | 18,712 | $161.6 萬 | 0.07% | +18,712 | 新進 |
| Campbell & CO Investment Adviser LLC | 18,827 | $162.6 萬 | 0.44% | +18,827 | 新進 |
| Shay Capital LLC | 19,068 | $164.7 萬 | 0.59% | +19,068 | 新進 |
| Keystone Wealth Services, LLC | 19,113 | $165.1 萬 | 0.65% | +19,113 | 新進 |
| Van Eck Associates Corp | 19,136 | $165.3 萬 | 0.00% | −3,919−17.0% | 減碼 |
| Greylin Investment Mangement Inc | 19,352 | $167.2 萬 | 0.29% | −706−3.5% | 減碼 |
| Arkadios Wealth Advisors | 19,360 | $167.2 萬 | 0.22% | +7,841+68.1% | 加碼 |
| Jump Financial, LLC | 19,626 | $169.6 萬 | 0.07% | −34,017−63.4% | 減碼 |
| Carret Asset Management, LLC | 19,640 | $169.7 萬 | 0.19% | −268−1.3% | 減碼 |
| Arvest Trust Co N A | 19,989 | $172.7 萬 | 0.10% | +3,149+18.7% | 加碼 |
| David J Yvars Group | 20,147 | $174.0 萬 | 1.21% | +20,147 | 新進 |
| Somerset Trust Co | 20,232 | $174.7 萬 | 0.68% | +153+0.8% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,307 | $175.4 萬 | 1.27% | −12,129−37.4% | 減碼 |
| Cheviot Value Management, LLC | 20,313 | $175.5 萬 | 0.37% | −40−0.2% | 減碼 |
| Salem Investment Counselors Inc | 20,350 | $175.8 萬 | 0.07% | +1,605+8.6% | 加碼 |
| Bessemer Group Inc | 20,430 | $176.5 萬 | 0.00% | +4,839+31.0% | 加碼 |
| Thrivent Financial for Lutherans | 20,574 | $177.7 萬 | 0.00% | +1,368+7.1% | 加碼 |
| Cardinal Capital Management | 20,620 | $178.1 萬 | 0.36% | +1,045+5.3% | 加碼 |
| First Nebraska Trust Co | 20,641 | $178.3 萬 | 0.21% | −100−0.5% | 減碼 |
| XML Financial, LLC | 20,658 | $178.5 萬 | 0.21% | +10.0% | 加碼 |
| Hartford Financial Management Inc. | 20,761 | $179.4 萬 | 0.43% | −107−0.5% | 減碼 |
| Koshinski Asset Management, Inc. | 20,856 | $180.2 萬 | 0.15% | +91+0.4% | 加碼 |
| Miracle Mile Advisors, LLC | 20,947 | $181.0 萬 | 0.08% | +14,886+245.6% | 加碼 |
| apricus wealth, LLC | 20,385 | $181.2 萬 | 1.48% | +1,785+9.6% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 21,109 | $182.4 萬 | 1.62% | +191+0.9% | 加碼 |
| FIL Ltd | 21,251 | $183.6 萬 | 0.00% | −1,891−8.2% | 減碼 |
| Strategic Financial Services, Inc, | 21,258 | $183.6 萬 | 0.14% | −663−3.0% | 減碼 |
| Neville Rodie & Shaw Inc | 21,372 | $183.7 萬 | 0.14% | 00.0% | 不變 |
| Wilen Investment Management Corp. | 21,716 | $186.8 萬 | 1.41% | −200−0.9% | 減碼 |
| HBK Sorce Advisory LLC | 21,654 | $187.1 萬 | 0.10% | +612+2.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 21,666 | $187.2 萬 | 0.04% | +1,954+9.9% | 加碼 |
| MAI Capital Management | 21,665 | $187.2 萬 | 0.03% | +8,031+58.9% | 加碼 |
| Quantitative Investment Management, LLC | 21,708 | $187.5 萬 | 0.20% | +21,708 | 新進 |
| Stratos Wealth Partners, LTD. | 21,801 | $188.3 萬 | 0.04% | +2,675+14.0% | 加碼 |
| TownSquare Capital, LLC | 21,845 | $188.7 萬 | 0.05% | +2,274+11.6% | 加碼 |
| Baxter Bros Inc | 22,076 | $190.7 萬 | 0.29% | +645+3.0% | 加碼 |
| Corient Capital Partners, LLC | 22,494 | $194.3 萬 | 0.13% | +156+0.7% | 加碼 |
| City Holding Co | 22,510 | $194.5 萬 | 0.32% | −50−0.2% | 減碼 |
| Omers Administration Corp | 22,800 | $197.0 萬 | 0.03% | +22,800 | 新進 |
| Green Square Capital Advisors LLC | 22,863 | $197.5 萬 | 0.31% | +407+1.8% | 加碼 |
| TD Private Client Wealth LLC | 23,202 | $200.4 萬 | 0.09% | +5,979+34.7% | 加碼 |
| STRS Ohio | 23,225 | $200.6 萬 | 0.01% | −996−4.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 23,298 | $201.3 萬 | 0.04% | −791−3.3% | 減碼 |
| Leonteq Securities AG | 23,338 | $201.6 萬 | 0.09% | +20,422+700.3% | 加碼 |
| Federated Hermes, Inc. | 23,443 | $202.6 萬 | 0.00% | −30,597−56.6% | 減碼 |
| Cresset Asset Management, LLC | 23,461 | $202.6 萬 | 0.02% | +17,617+301.5% | 加碼 |
| Concentric Capital Strategies, LP | 23,500 | $203.0 萬 | 0.77% | +23,500 | 新進 |
| Pinnacle Wealth Management, LLC | 23,932 | $206.7 萬 | 2.42% | −3,586−13.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 23,963 | $207.0 萬 | 0.10% | +7,143+42.5% | 加碼 |
| River Wealth Advisors LLC | 24,019 | $207.5 萬 | 0.33% | +342+1.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 24,085 | $208.1 萬 | 0.08% | +350+1.5% | 加碼 |
| Argyle Capital Management Inc. | 24,269 | $209.7 萬 | 0.68% | −966−3.8% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,471 | $211.4 萬 | 1.03% | −149−0.6% | 減碼 |
| Myriad Asset Management Ltd. | 24,600 | $212.5 萬 | 0.31% | +24,600 | 新進 |
| Stevens Capital Management LP | 24,703 | $213.4 萬 | 0.47% | +10,223+70.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 24,892 | $215.0 萬 | 0.07% | +108+0.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 25,003 | $216.0 萬 | 0.15% | −9,221−26.9% | 減碼 |
| Taika Capital, LP | 25,100 | $216.8 萬 | 1.09% | +25,100 | 新進 |
| SevenBridge Financial Group, LLC | 25,390 | $219.3 萬 | 0.77% | −2,228−8.1% | 減碼 |
| Prudential PLC | 25,382 | $219.3 萬 | 0.03% | +14,659+136.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 25,469 | $220.0 萬 | 0.11% | −1,121−4.2% | 減碼 |
| Regions Financial Corp | 25,487 | $220.2 萬 | 0.02% | −2,532−9.0% | 減碼 |
| Mattern Wealth Management LLC | 25,533 | $220.6 萬 | 0.72% | +6,412+33.5% | 加碼 |
| German American Bancorp, Inc. | 25,723 | $222.3 萬 | 0.32% | +183+0.7% | 加碼 |
| Garrison Asset Management, LLC | 25,901 | $223.8 萬 | 1.26% | +35+0.1% | 加碼 |
| People's United Financial, Inc. | 26,208 | $226.4 萬 | 0.06% | −3,707−12.4% | 減碼 |
| Trustmark National Bank Trust Department | 26,386 | $228.0 萬 | 0.18% | −724−2.7% | 減碼 |