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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 26,405 | $228.1 萬 | 0.24% | 00.0% | 不變 |
| Wedbush Securities Inc | 26,461 | $228.6 萬 | 0.10% | +6,526+32.7% | 加碼 |
| Poehling Capital Management, LLC | 26,507 | $229.0 萬 | 0.71% | +26+0.1% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 26,549 | $229.4 萬 | 0.24% | −1,669−5.9% | 減碼 |
| Johnson Investment Counsel Inc | 26,748 | $231.1 萬 | 0.03% | −218−0.8% | 減碼 |
| Shelton Capital Management | 26,856 | $232.0 萬 | 0.09% | +105+0.4% | 加碼 |
| Ziegler Capital Management, LLC | 27,256 | $232.3 萬 | 0.10% | −264−1.0% | 減碼 |
| Unison Advisors LLC | 27,050 | $233.7 萬 | 0.56% | +338+1.3% | 加碼 |
| New Mexico Educational Retirement Board | 27,228 | $235.2 萬 | 0.09% | +500+1.9% | 加碼 |
| Prio Wealth Limited Partnership | 27,419 | $236.9 萬 | 0.08% | 00.0% | 不變 |
| SG Americas Securities, LLC | 27,422 | $236.9 萬 | 0.02% | +1,673+6.5% | 加碼 |
| CFM Wealth Partners LLC | 27,718 | $239.5 萬 | 0.57% | +10,891+64.7% | 加碼 |
| Resources Investment Advisors, LLC. | 28,115 | $242.9 萬 | 0.09% | −228−0.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 28,167 | $243.4 萬 | 0.02% | +17,105+154.6% | 加碼 |
| Yaupon Capital Management LP | 28,171 | $243.4 萬 | 1.32% | +28,171 | 新進 |
| LexAurum Advisors, LLC | 28,359 | $245.0 萬 | 0.80% | +28,359 | 新進 |
| Adell Harriman & Carpenter Inc | 28,367 | $245.1 萬 | 0.24% | +21,970+343.4% | 加碼 |
| CIBC World Markets Corp | 28,449 | $245.8 萬 | 0.02% | −145,794−83.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 28,703 | $247.9 萬 | 0.03% | +717+2.6% | 加碼 |
| Central Trust Co | 28,751 | $248.4 萬 | 0.07% | +557+2.0% | 加碼 |
| Virginia Wealth Management Group, Inc. | 30,517 | $248.8 萬 | 2.23% | +3,183+11.6% | 加碼 |
| Metropolitan Life Insurance Co | 28,872 | $249.4 萬 | 0.09% | −21,207−42.3% | 減碼 |
| Becker Capital Management Inc | 28,919 | $249.8 萬 | 0.10% | −3,285−10.2% | 減碼 |
| Icon Advisers Inc | 29,000 | $250.5 萬 | 0.43% | −26,000−47.3% | 減碼 |
| Parsons Capital Management Inc | 29,008 | $250.6 萬 | 0.19% | +274+1.0% | 加碼 |
| Davenport & Co LLC | 29,130 | $251.7 萬 | 0.02% | +1,602+5.8% | 加碼 |
| FDx Advisors, Inc. | 29,236 | $252.6 萬 | 0.09% | −12,296−29.6% | 減碼 |
| Demars Financial Group, LLC | 29,418 | $254.1 萬 | 1.28% | −1,802−5.8% | 減碼 |
| Fundamentun, LLC | 29,666 | $256.3 萬 | 0.43% | +26+0.1% | 加碼 |
| SWS Partners | 29,661 | $256.7 萬 | 1.68% | +5,718+23.9% | 加碼 |
| Kentucky Retirement Systems | 29,821 | $257.6 萬 | 0.11% | +2,998+11.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 30,125 | $260.3 萬 | 0.04% | +30,125 | 新進 |
| Leavell Investment Management, Inc. | 30,256 | $261.4 萬 | 0.18% | +5,360+21.5% | 加碼 |
| Brinker Capital Investments, LLC | 30,267 | $261.5 萬 | 0.04% | −6,346−17.3% | 減碼 |
| HRT Financial LP | 30,349 | $262.1 萬 | 0.02% | +30,349 | 新進 |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,352 | $262.2 萬 | 0.78% | +2,670+9.6% | 加碼 |
| Louisiana State Employees Retirement System | 29,500 | $262.2 萬 | 0.06% | +2,000+7.3% | 加碼 |
| Daiwa Securities Group Inc. | 30,460 | $263.1 萬 | 0.02% | +4,882+19.1% | 加碼 |
| Wealth Advisory Solutions, LLC | 30,723 | $265.4 萬 | 0.55% | +30,723 | 新進 |
| Dakota Wealth Management | 30,891 | $266.8 萬 | 0.22% | +27,466+801.9% | 加碼 |
| Xponance, Inc. | 31,266 | $270.1 萬 | 0.04% | +3,105+11.0% | 加碼 |
| Winton Group Ltd | 31,454 | $271.7 萬 | 0.14% | −4,092−11.5% | 減碼 |
| Marathon Capital Management | 31,635 | $273.3 萬 | 0.78% | −1,885−5.6% | 減碼 |
| NewSquare Capital LLC | 31,983 | $276.3 萬 | 0.29% | +3,419+12.0% | 加碼 |
| Beck Bode, LLC | 31,984 | $276.3 萬 | 0.62% | +31,984 | 新進 |
| Jane Street Group, LLC | 32,305 | $279.1 萬 | 0.01% | −42,545−56.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 32,372 | $279.7 萬 | 0.04% | −384−1.2% | 減碼 |
| Canal Insurance CO | 32,500 | $280.8 萬 | 0.78% | 00.0% | 不變 |
| Regency Capital Management Inc. | 32,503 | $280.8 萬 | 2.04% | +32,503 | 新進 |
| Profund Advisors LLC | 32,536 | $281.1 萬 | 0.12% | +10,688+48.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $281.5 萬 | 0.00% | 00.0% | 不變 |
| Riverview Capital Advisers, LLC | 32,954 | $284.7 萬 | 1.31% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 33,346 | $287.9 萬 | 0.03% | +360+1.1% | 加碼 |
| Gotham Asset Management, LLC | 33,357 | $288.2 萬 | 0.09% | +10,349+45.0% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 33,409 | $288.6 萬 | 0.64% | +3,419+11.4% | 加碼 |
| Private Advisor Group, LLC | 33,499 | $289.3 萬 | 0.02% | +4,317+14.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 33,616 | $290.4 萬 | 0.66% | +33,616 | 新進 |
| Cerity Partners LLC | 33,659 | $290.7 萬 | 0.05% | +1,351+4.2% | 加碼 |
| Tweedy, Browne Co LLC | 33,847 | $292.4 萬 | 0.09% | −16,381−32.6% | 減碼 |
| Panagora Asset Management Inc | 34,091 | $294.5 萬 | 0.02% | +6,653+24.2% | 加碼 |
| Econ Financial Services Corp | 34,697 | $299.7 萬 | 2.22% | +26,491+322.8% | 加碼 |
| Heritage Trust Co | 34,859 | $301.1 萬 | 0.43% | +1,488+4.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 35,102 | $303.3 萬 | 0.07% | −1,492−4.1% | 減碼 |
| Gateway Investment Advisers LLC | 35,331 | $305.2 萬 | 0.03% | +996+2.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 35,648 | $307.9 萬 | 0.04% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 35,652 | $308.0 萬 | 0.08% | +2,239+6.7% | 加碼 |
| Atria Investments LLC | 35,876 | $309.9 萬 | 0.05% | +1,341+3.9% | 加碼 |
| McDonald Partners LLC | 35,891 | $310.1 萬 | 0.68% | +35,891 | 新進 |
| First American Bank | 36,050 | $311.4 萬 | 0.26% | +575+1.6% | 加碼 |
| Farmers & Merchants Investments Inc | 36,377 | $314.3 萬 | 0.12% | −285−0.8% | 減碼 |
| Strategic Global Advisors, LLC | 36,669 | $316.8 萬 | 0.46% | +36,669 | 新進 |
| Kingsview Wealth Management, LLC | 37,327 | $322.5 萬 | 0.14% | +6,933+22.8% | 加碼 |
| Regentatlantic Capital LLC | 37,385 | $323.0 萬 | 0.09% | −94−0.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 37,563 | $324.5 萬 | 0.03% | +2,003+5.6% | 加碼 |
| Shorepoint Capital Partners LLC | 37,700 | $325.7 萬 | 1.36% | −875−2.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 37,714 | $325.8 萬 | 0.09% | +4,462+13.4% | 加碼 |
| Colonial Trust Advisors | 37,834 | $326.9 萬 | 0.39% | +1,695+4.7% | 加碼 |
| Oppenheimer & Co Inc | 37,865 | $327.1 萬 | 0.06% | +5,251+16.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 38,037 | $328.6 萬 | 0.52% | +1,031+2.8% | 加碼 |
| Securian Asset Management, Inc | 38,107 | $329.2 萬 | 0.06% | +1,978+5.5% | 加碼 |
| Pinnacle Associates Ltd | 38,418 | $331.9 萬 | 0.06% | −1,667−4.2% | 減碼 |
| Westpac Banking Corp | 38,664 | $334.0 萬 | 0.04% | +1,663+4.5% | 加碼 |
| Employees Provident Fund Board | 38,729 | $334.6 萬 | 0.06% | +38,729 | 新進 |
| Fiera Capital Corp | 39,124 | $338.0 萬 | 0.01% | +101+0.3% | 加碼 |
| Park Avenue Securities LLC | 39,355 | $340.0 萬 | 0.06% | +3,296+9.1% | 加碼 |
| Cetera Advisor Networks LLC | 39,486 | $341.1 萬 | 0.04% | +3,497+9.7% | 加碼 |
| Quadrature Capital Ltd | 39,486 | $341.1 萬 | 0.14% | +9,306+30.8% | 加碼 |
| Brookstone Capital Management | 41,555 | $342.8 萬 | 0.07% | +9,484+29.6% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 39,819 | $344.0 萬 | 0.08% | +39,819 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,924 | $344.9 萬 | 0.07% | −1,482−3.6% | 減碼 |
| Chatham Capital Group, Inc. | 40,108 | $346.5 萬 | 0.67% | −3,035−7.0% | 減碼 |
| Alta Capital Management LLC | 40,590 | $350.6 萬 | 0.21% | +2,728+7.2% | 加碼 |
| Venture Visionary Partners LLC | 40,615 | $350.8 萬 | 0.23% | +16,348+67.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 40,653 | $351.2 萬 | 0.02% | +3,014+8.0% | 加碼 |
| Teamwork Financial Advisors, LLC | 41,271 | $356.5 萬 | 0.66% | +26,284+175.4% | 加碼 |
| HM Payson & Co | 41,279 | $356.6 萬 | 0.08% | −3,232−7.3% | 減碼 |
| Northeast Financial Consultants Inc | 41,304 | $356.8 萬 | 0.21% | +37,404+959.1% | 加碼 |
| Stolper Co | 41,314 | $356.9 萬 | 1.51% | +4,993+13.7% | 加碼 |
| Texas Yale Capital Corp. | 41,643 | $359.8 萬 | 0.20% | +41,643 | 新進 |
| First National Bank of Mount Dora, Trust Investment Services | 41,804 | $361.1 萬 | 1.09% | −1,033−2.4% | 減碼 |