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 |
|---|---|---|---|---|---|
| Gamble Jones Investment Counsel | 3,327 | $28.7 萬 | 0.02% | −145−4.2% | 減碼 |
| Roosevelt Investment Group LLC | 3,320 | $28.7 萬 | 0.02% | +3,320 | 新進 |
| JT Stratford LLC | 3,333 | $28.8 萬 | 0.08% | +377+12.8% | 加碼 |
| Buckingham Strategic Partners | 3,331 | $28.8 萬 | 0.03% | +3,331 | 新進 |
| Allen Investment Management LLC | 3,342 | $28.9 萬 | 0.00% | 00.0% | 不變 |
| Chicago Trust Co NA | 3,351 | $28.9 萬 | 0.06% | +3,351 | 新進 |
| E&G Advisors, LP | 3,352 | $29.0 萬 | 0.08% | 00.0% | 不變 |
| Ballew Advisors, Inc | 3,520 | $29.3 萬 | 0.22% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 3,399 | $29.4 萬 | 0.02% | +4+0.1% | 加碼 |
| PFG Advisors | 3,415 | $29.5 萬 | 0.03% | −755−18.1% | 減碼 |
| PDS Planning, Inc | 3,419 | $29.5 萬 | 0.05% | +170+5.2% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 3,253 | $29.5 萬 | 0.01% | +469+16.8% | 加碼 |
| WBH Advisory Inc | 3,397 | $29.6 萬 | 0.04% | −653−16.1% | 減碼 |
| MTM Investment Management, LLC | 3,430 | $29.6 萬 | 0.14% | −500−12.7% | 減碼 |
| Tolleson Wealth Management, Inc. | 3,425 | $29.6 萬 | 0.09% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 3,424 | $29.6 萬 | 0.01% | +513+17.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $29.7 萬 | 0.00% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 3,455 | $29.8 萬 | 0.01% | −389−10.1% | 減碼 |
| MQS Management LLC | 3,444 | $29.8 萬 | 0.24% | +267+8.4% | 加碼 |
| Boston Private Wealth LLC | 3,450 | $29.8 萬 | 0.00% | +585+20.4% | 加碼 |
| IFG Advisory, LLC | 3,461 | $29.9 萬 | 0.03% | −243−6.6% | 減碼 |
| Spinnaker Trust | 3,461 | $29.9 萬 | 0.02% | −123−3.4% | 減碼 |
| Athena Investment Management | 3,523 | $30.0 萬 | 0.23% | +3,523 | 新進 |
| Spinnaker Investment Group, LLC | 3,630 | $30.3 萬 | 0.10% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 3,509 | $30.3 萬 | 0.03% | +361+11.5% | 加碼 |
| Ahrens Investment Partners LLC | 3,523 | $30.4 萬 | 0.10% | +425+13.7% | 加碼 |
| GHP Investment Advisors, Inc. | 3,541 | $30.6 萬 | 0.02% | 00.0% | 不變 |
| Harbor Advisors LLC | 3,541 | $30.6 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Private Wealth, LLC | 3,541 | $30.6 萬 | 0.10% | +3,541 | 新進 |
| Excalibur Management Corp | 3,551 | $30.7 萬 | 0.13% | −2,014−36.2% | 減碼 |
| Field & Main Bank | 3,574 | $30.9 萬 | 0.19% | +25+0.7% | 加碼 |
| Vectors Research Management, LLC | 3,591 | $31.0 萬 | 0.07% | −188−5.0% | 減碼 |
| HNP Capital LLC | 3,591 | $31.0 萬 | 0.07% | −188−5.0% | 減碼 |
| Joel Isaacson & Co., LLC | 3,558 | $31.0 萬 | 0.02% | −136−3.7% | 減碼 |
| Tributary Capital Management, LLC | 3,600 | $31.1 萬 | 0.02% | −200−5.3% | 減碼 |
| Dodge & Cox | 3,600 | $31.1 萬 | 0.00% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 3,616 | $31.2 萬 | 0.00% | −1,300−26.4% | 減碼 |
| Jmac Enterprises LLC | 3,635 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 3,652 | $31.5 萬 | 0.16% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 3,660 | $31.6 萬 | 0.11% | 00.0% | 不變 |
| Welch Group, LLC | 3,671 | $31.7 萬 | 0.02% | +343+10.3% | 加碼 |
| Foster & Motley Inc | 3,679 | $31.8 萬 | 0.02% | −557−13.1% | 減碼 |
| Sentry Investment Management LLC | 3,678 | $31.8 萬 | 0.10% | −214−5.5% | 減碼 |
| IHT Wealth Management, LLC | 3,705 | $32.0 萬 | 0.02% | +3,705 | 新進 |
| Corbyn Investment Management Inc | 3,714 | $32.1 萬 | 0.11% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 3,712 | $32.1 萬 | 0.01% | +22+0.6% | 加碼 |
| KCM Investment Advisors LLC | 3,738 | $32.3 萬 | 0.01% | −256−6.4% | 減碼 |
| American Research & Management Co. | 3,755 | $32.4 萬 | 0.07% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,771 | $32.6 萬 | 0.08% | +738+24.3% | 加碼 |
| Capital Investment Advisors, LLC | 3,786 | $32.7 萬 | 0.01% | +93+2.5% | 加碼 |
| Callahan Advisors, LLC | 3,800 | $32.8 萬 | 0.04% | +874+29.9% | 加碼 |
| Goodman Financial Corp | 3,813 | $32.9 萬 | 0.09% | 00.0% | 不變 |
| Murphy Pohlad Asset Management LLC | 3,815 | $32.9 萬 | 0.13% | 00.0% | 不變 |
| Loveless Wealth Management LLC | 3,810 | $32.9 萬 | 0.19% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,810 | $32.9 萬 | 0.04% | +1,037+37.4% | 加碼 |
| Financial Advocates Investment Management | 3,824 | $33.0 萬 | 0.02% | +1,014+36.1% | 加碼 |
| Trust Co of Oklahoma | 3,852 | $33.3 萬 | 0.13% | 00.0% | 不變 |
| Bank Hapoalim BM | 3,851 | $33.3 萬 | 0.03% | −1,991−34.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,859 | $33.3 萬 | 0.04% | +292+8.2% | 加碼 |
| First National Bank Sioux Falls | 3,861 | $33.4 萬 | 0.35% | 00.0% | 不變 |
| Horizon Investments, LLC | 3,887 | $33.6 萬 | 0.01% | +663+20.6% | 加碼 |
| Wedgewood Investors Inc | 3,899 | $33.7 萬 | 0.41% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 3,901 | $33.7 萬 | 0.01% | +313+8.7% | 加碼 |
| Next Capital Management LLC | 3,904 | $33.7 萬 | 0.23% | +3,904 | 新進 |
| Money Concepts Capital Corp | 3,927 | $33.9 萬 | 0.02% | +3,927 | 新進 |
| Pinnacle Financial Partners Inc | 3,949 | $34.1 萬 | 0.01% | −1,003−20.3% | 減碼 |
| Desjardins Global Asset Management Inc. | 3,950 | $34.1 萬 | 0.03% | −192−4.6% | 減碼 |
| Fund Management at Engine No. 1 LLC | 3,960 | $34.2 萬 | 0.09% | +3,960 | 新進 |
| Kistler-Tiffany Companies, LLC | 3,987 | $34.4 萬 | 0.06% | +3,733+1,469.7% | 加碼 |
| Wilkins Investment Counsel Inc | 3,989 | $34.5 萬 | 0.08% | −1,081−21.3% | 減碼 |
| Ameritas Advisory Services, LLC | 3,989 | $34.5 萬 | 0.01% | +675+20.4% | 加碼 |
| Autumn Glory Partners, LLC | 4,000 | $34.6 萬 | 0.20% | 00.0% | 不變 |
| Cumberland Partners Ltd | 3,995 | $34.6 萬 | 0.03% | +3,995 | 新進 |
| SignalPoint Asset Management, LLC | 4,015 | $34.7 萬 | 0.11% | −211−5.0% | 減碼 |
| John G Ullman & Associates Inc | 4,030 | $34.8 萬 | 0.05% | +20+0.5% | 加碼 |
| Insight Folios Inc | 4,061 | $35.1 萬 | 0.16% | +311+8.3% | 加碼 |
| Your Advocates Ltd., LLP | 4,076 | $35.2 萬 | 0.20% | −1,349−24.9% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 4,071 | $35.2 萬 | 0.03% | +816+25.1% | 加碼 |
| Sunbelt Securities, Inc. | 4,044 | $35.4 萬 | 0.06% | −599−12.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 4,092 | $35.4 萬 | 0.04% | −900−18.0% | 減碼 |
| Segment Wealth Management, LLC | 4,108 | $35.5 萬 | 0.04% | +15+0.4% | 加碼 |
| Assenagon Asset Management S.A. | 4,105 | $35.5 萬 | 0.00% | +229+5.9% | 加碼 |
| LVM Capital Management Ltd | 4,125 | $35.6 萬 | 0.05% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,139 | $35.8 萬 | 0.02% | +963+30.3% | 加碼 |
| Chicago Partners Investment Group LLC | 3,772 | $36.0 萬 | 0.03% | +684+22.2% | 加碼 |
| Integrated Wealth Concepts LLC | 4,210 | $36.4 萬 | 0.01% | +4,210 | 新進 |
| Aaron Wealth Advisors | 31,445 | $36.4 萬 | 0.01% | +31,445 | 新進 |
| Waldron Private Wealth LLC | 4,247 | $36.6 萬 | 0.02% | +406+10.6% | 加碼 |
| Private Portfolio Partners LLC | 4,247 | $36.7 萬 | 0.09% | −69−1.6% | 減碼 |
| Acropolis Investment Management, LLC | 4,258 | $36.8 萬 | 0.03% | +408+10.6% | 加碼 |
| J2 Capital Management Inc | 4,302 | $37.2 萬 | 0.41% | +148+3.6% | 加碼 |
| Busey Wealth Management | 4,316 | $37.3 萬 | 0.01% | −147−3.3% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 4,315 | $37.3 萬 | 0.23% | +83+2.0% | 加碼 |
| Westwood Holdings Group Inc. | 4,322 | $37.4 萬 | 0.00% | −2,354−35.3% | 減碼 |
| Pitcairn Co | 4,333 | $37.4 萬 | 0.03% | −158−3.5% | 減碼 |
| FineMark National Bank & Trust | 4,335 | $37.5 萬 | 0.01% | −7−0.2% | 減碼 |
| Austin Private Wealth, LLC | 4,366 | $37.7 萬 | 0.08% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 4,382 | $37.9 萬 | 0.04% | +4,382 | 新進 |
| Woodmont Investment Counsel LLC | 4,412 | $38.1 萬 | 0.04% | +4,412 | 新進 |
| Roman Butler Fullerton & Co | 4,432 | $38.3 萬 | 0.18% | −172−3.7% | 減碼 |