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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 4,444 | $38.4 萬 | 0.03% | −1,554−25.9% | 減碼 |
| Strategy Asset Managers LLC | 4,466 | $38.6 萬 | 0.08% | +4,466 | 新進 |
| WP Advisors, LLC | 4,493 | $38.8 萬 | 0.16% | −234−5.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,488 | $38.8 萬 | 0.00% | +955+27.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 4,513 | $39.0 萬 | 0.01% | +4,513 | 新進 |
| Estabrook Capital Management | 4,521 | $39.1 萬 | 0.06% | +16+0.4% | 加碼 |
| Allworth Financial LP | 4,551 | $39.3 萬 | 0.01% | +1,796+65.2% | 加碼 |
| Means Investment Co., Inc. | 4,564 | $39.4 萬 | 0.07% | +4+0.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,571 | $39.4 萬 | 0.03% | +54+1.2% | 加碼 |
| Whitener Capital Management, Inc. | 4,610 | $39.8 萬 | 0.15% | +3+0.1% | 加碼 |
| Compton Capital Management Inc | 4,625 | $40.0 萬 | 0.11% | −50−1.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 4,633 | $40.0 萬 | 0.15% | +1,286+38.4% | 加碼 |
| Mill Capital Management, LLC | 4,647 | $40.1 萬 | 0.04% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 4,664 | $40.3 萬 | 0.02% | −100−2.1% | 減碼 |
| Riverwater Partners LLC | 4,667 | $40.3 萬 | 0.66% | +118+2.6% | 加碼 |
| Boothbay Fund Management, LLC | 4,669 | $40.3 萬 | 0.01% | +173+3.8% | 加碼 |
| Mairs & Power Inc | 4,682 | $40.4 萬 | 0.00% | −1,098−19.0% | 減碼 |
| Successful Portfolios LLC | 4,693 | $40.5 萬 | 0.23% | −100−2.1% | 減碼 |
| Orleans Capital Management Corp | 4,740 | $40.9 萬 | 0.25% | −4,355−47.9% | 減碼 |
| Tennessee Valley Asset Management Partners | 4,738 | $40.9 萬 | 0.14% | −189−3.8% | 減碼 |
| S.A. Mason LLC | 4,744 | $41.0 萬 | 0.26% | −900−15.9% | 減碼 |
| Siemens Fonds Invest GmbH | 4,745 | $41.0 萬 | 0.03% | +136+3.0% | 加碼 |
| Roberts Glore & Co Inc | 4,752 | $41.1 萬 | 0.12% | −1,067−18.3% | 減碼 |
| Equitable Holdings, Inc. | 4,795 | $41.4 萬 | 0.01% | +700+17.1% | 加碼 |
| Mirabella Financial Services LLP | 4,794 | $41.4 萬 | 0.05% | +4,794 | 新進 |
| Perpetual Investment Management Ltd | 4,805 | $41.5 萬 | 0.05% | +21+0.4% | 加碼 |
| Aldebaran Financial Inc. | 4,815 | $41.6 萬 | 0.34% | 00.0% | 不變 |
| Gofen & Glossberg LLC | 4,825 | $41.7 萬 | 0.01% | +9+0.2% | 加碼 |
| Coastline Trust Co | 4,839 | $41.8 萬 | 0.05% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 4,850 | $41.9 萬 | 0.04% | +4,850 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 4,864 | $42.0 萬 | 0.02% | −350−6.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 4,859 | $42.0 萬 | 0.04% | +1,956+67.4% | 加碼 |
| Ballentine Partners, LLC | 4,859 | $42.0 萬 | 0.01% | +4,859 | 新進 |
| Clarius Group, LLC | 5,815 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 4,874 | $42.1 萬 | 0.12% | +804+19.8% | 加碼 |
| Evergreen Capital Management LLC | 4,882 | $42.2 萬 | 0.02% | +281+6.1% | 加碼 |
| Intrinsic Value Partners, LLC | 4,907 | $42.4 萬 | 0.45% | −84−1.7% | 減碼 |
| Coldstream Capital Management Inc | 4,922 | $42.5 萬 | 0.01% | −1,444−22.7% | 減碼 |
| Transform Wealth, LLC | 4,916 | $42.5 萬 | 0.05% | −435−8.1% | 減碼 |
| Altium Wealth Management LLC | 4,916 | $42.5 萬 | 0.03% | −281−5.4% | 減碼 |
| Conning Inc. | 4,929 | $42.6 萬 | 0.01% | −218−4.2% | 減碼 |
| Signaturefd, LLC | 4,926 | $42.6 萬 | 0.01% | +223+4.7% | 加碼 |
| Essex Financial Services, Inc. | 4,928 | $42.6 萬 | 0.04% | +4,928 | 新進 |
| Weik Capital Management | 4,940 | $42.7 萬 | 0.17% | −650−11.6% | 減碼 |
| Personal Cfo Solutions, LLC | 4,955 | $42.8 萬 | 0.08% | +387+8.5% | 加碼 |
| Probity Advisors, Inc. | 4,968 | $42.9 萬 | 0.09% | −128−2.5% | 減碼 |
| J. W. Coons Advisors, LLC | 4,967 | $43.0 萬 | 0.13% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 5,010 | $43.3 萬 | 0.06% | −48−0.9% | 減碼 |
| Vaughan David Investments LLC | 5,032 | $43.5 萬 | 0.01% | −554−9.9% | 減碼 |
| EP Wealth Advisors, LLC | 5,077 | $43.9 萬 | 0.01% | −942−15.7% | 減碼 |
| Hanson & Doremus Investment Management | 5,080 | $43.9 萬 | 0.09% | −117−2.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,076 | $43.9 萬 | 0.02% | 00.0% | 不變 |
| Allstate Corp | 5,102 | $44.1 萬 | 0.01% | −230−4.3% | 減碼 |
| Inlet Private Wealth, LLC | 5,127 | $44.3 萬 | 0.11% | +101+2.0% | 加碼 |
| Verity Asset Management, Inc. | 5,163 | $44.7 萬 | 0.28% | +1,144+28.5% | 加碼 |
| Brandywine Oak Private Wealth LLC | 5,189 | $44.8 萬 | 0.05% | −94−1.8% | 減碼 |
| Whittier Trust Co | 5,209 | $45.0 萬 | 0.01% | +296+6.0% | 加碼 |
| Integrated Advisors Network LLC | 5,208 | $45.0 萬 | 0.03% | +551+11.8% | 加碼 |
| TD Waterhouse Canada Inc. | 5,230 | $45.2 萬 | 0.00% | −614−10.5% | 減碼 |
| Institutional & Family Asset Management, LLC | 5,241 | $45.3 萬 | 0.07% | 00.0% | 不變 |
| Trust Co of Toledo NA | 5,251 | $45.4 萬 | 0.07% | −52−1.0% | 減碼 |
| Meristem Family Wealth, LLC | 5,305 | $45.8 萬 | 0.05% | −393−6.9% | 減碼 |
| Valley Brook Capital Group | 5,305 | $45.8 萬 | 0.40% | +251+5.0% | 加碼 |
| Patron Partners Advisors, LLC | 5,319 | $45.9 萬 | 0.31% | −884−14.3% | 減碼 |
| Symphony Financial, Ltd. Co. | 5,527 | $45.9 萬 | 0.11% | +914+19.8% | 加碼 |
| BOK Financial Private Wealth, Inc. | 5,326 | $46.0 萬 | 0.03% | +1,330+33.3% | 加碼 |
| Hexagon Capital Partners LLC | 5,353 | $46.2 萬 | 0.12% | +508+10.5% | 加碼 |
| Washington Trust Co | 5,370 | $46.4 萬 | 0.02% | +641+13.6% | 加碼 |
| Garrison Point Advisors, LLC | 5,405 | $46.7 萬 | 0.33% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,432 | $47.0 萬 | 0.02% | −263−4.6% | 減碼 |
| Arrow Investment Advisors, LLC | 5,462 | $47.2 萬 | 0.35% | +5,462 | 新進 |
| Wolverine Trading, LLC | 5,412 | $47.3 萬 | 0.01% | −38,647−87.7% | 減碼 |
| Valmark Advisers, Inc. | 5,472 | $47.3 萬 | 0.01% | +923+20.3% | 加碼 |
| Regent Investment Management LLC | 5,485 | $47.4 萬 | 0.11% | −57−1.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 5,499 | $47.5 萬 | 0.03% | −1,740−24.0% | 減碼 |
| Outfitter Financial LLC | 5,500 | $47.5 萬 | 0.36% | 00.0% | 不變 |
| Enhancing Capital LLC | 5,500 | $47.5 萬 | 0.51% | 00.0% | 不變 |
| Weaver Consulting Group | 5,499 | $47.5 萬 | 0.23% | 00.0% | 不變 |
| Wahed Invest LLC | 5,498 | $47.5 萬 | 0.28% | +256+4.9% | 加碼 |
| Brewin Dolphin Ltd | 5,500 | $47.5 萬 | 0.02% | +1,244+29.2% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,503 | $47.5 萬 | 0.07% | +354+6.9% | 加碼 |
| Neo Ivy Capital Management | 5,518 | $47.6 萬 | 0.43% | +2,569+87.1% | 加碼 |
| Lido Advisors, LLC | 5,524 | $47.7 萬 | 0.01% | −1,501−21.4% | 減碼 |
| Bivin & Associates, Inc. | 5,520 | $47.7 萬 | 0.44% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 5,532 | $47.7 萬 | 0.05% | +1,465+36.0% | 加碼 |
| Machina Capital S.A.S. | 5,535 | $47.8 萬 | 1.05% | −1,201−17.8% | 減碼 |
| Campion Asset Management LLC | 5,596 | $48.3 萬 | 0.41% | −16−0.3% | 減碼 |
| Sandia Investment Management LP | 5,600 | $48.4 萬 | 0.07% | +5,600 | 新進 |
| Ambassador Advisors, LLC | 5,641 | $48.7 萬 | 0.09% | +116+2.1% | 加碼 |
| Rosenberg Matthew Hamilton | 5,658 | $48.9 萬 | 0.17% | +350+6.6% | 加碼 |
| Searle & Co. | 5,675 | $49.0 萬 | 0.18% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 5,675 | $49.0 萬 | 0.01% | +5,675 | 新進 |
| Cornerstone Wealth Management, LLC | 5,712 | $49.3 萬 | 0.05% | −258−4.3% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $49.3 萬 | 0.10% | +100+1.8% | 加碼 |
| Essex Savings Bank | 5,739 | $49.6 萬 | 0.16% | −25−0.4% | 減碼 |
| Manchester Capital Management LLC | 5,743 | $49.6 萬 | 0.07% | +285+5.2% | 加碼 |
| Groesbeck Investment Management Corp | 5,751 | $49.6 萬 | 0.56% | +5,751 | 新進 |
| Compagnie Lombard Odier SCmA | 5,753 | $49.7 萬 | 0.01% | −19,796−77.5% | 減碼 |
| Cambridge Trust Co | 5,769 | $49.9 萬 | 0.02% | +153+2.7% | 加碼 |
| Savant Capital, LLC | 5,798 | $50.1 萬 | 0.02% | +67+1.2% | 加碼 |