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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 5,806 | $50.2 萬 | 0.09% | −3−0.1% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,902 | $51.0 萬 | 0.11% | +5,902 | 新進 |
| Cullinan Associates Inc | 5,900 | $51.0 萬 | 0.03% | −174−2.9% | 減碼 |
| Argent Trust Co | 5,911 | $51.0 萬 | 0.03% | 00.0% | 不變 |
| Roof Eidam & Maycock | 5,910 | $51.1 萬 | 0.17% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 5,913 | $51.1 萬 | 0.14% | +1,417+31.5% | 加碼 |
| MCF Advisors LLC | 5,947 | $51.4 萬 | 0.05% | +5,947 | 新進 |
| Westbourne Investment Advisors, Inc. | 5,966 | $51.5 萬 | 0.21% | −100−1.6% | 減碼 |
| Flputnam Investment Management Co | 6,011 | $51.9 萬 | 0.02% | +75+1.3% | 加碼 |
| Heck Capital Advisors, LLC | 6,021 | $52.0 萬 | 0.09% | 00.0% | 不變 |
| Vantage Consulting Group Inc | 6,037 | $52.2 萬 | 0.20% | −1,568−20.6% | 減碼 |
| Syntax Advisors, LLC | 6,037 | $52.2 萬 | 0.44% | −1,568−20.6% | 減碼 |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $52.3 萬 | 0.20% | 00.0% | 不變 |
| Allen Capital Group, LLC | 6,090 | $52.6 萬 | 0.10% | −611−9.1% | 減碼 |
| Private Trust Co NA | 6,116 | $52.8 萬 | 0.08% | +336+5.8% | 加碼 |
| Checchi Capital Advisers, LLC | 6,124 | $52.9 萬 | 0.05% | +1,049+20.7% | 加碼 |
| Dividend Assets Capital, LLC | 6,124 | $52.9 萬 | 0.10% | +3,946+181.2% | 加碼 |
| Invst, LLC | 5,921 | $53.0 萬 | 0.09% | +193+3.4% | 加碼 |
| Clearstead Advisors, LLC | 6,165 | $53.3 萬 | 0.04% | 00.0% | 不變 |
| Symmetry Partners, LLC | 6,174 | $53.3 萬 | 0.03% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 6,187 | $53.4 萬 | 0.11% | −912−12.8% | 減碼 |
| Pacific Global Investment Management CO | 6,201 | $53.6 萬 | 0.10% | −252−3.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 6,209 | $53.6 萬 | 0.06% | +1,030+19.9% | 加碼 |
| Quantamental Technologies LLC | 6,227 | $53.8 萬 | 0.31% | −14,461−69.9% | 減碼 |
| American Financial Group Inc | 6,250 | $54.0 萬 | 0.16% | +6,250 | 新進 |
| Bennicas & Associates, Inc. | 6,300 | $54.4 萬 | 0.27% | +942+17.6% | 加碼 |
| Nwam LLC | 6,311 | $54.5 萬 | 0.04% | −3,095−32.9% | 減碼 |
| Clark Capital Management Group, Inc. | 6,338 | $54.8 萬 | 0.01% | −166−2.6% | 減碼 |
| Weatherly Asset Management L. P. | 6,358 | $54.9 萬 | 0.06% | −169−2.6% | 減碼 |
| Swiss Life Asset Management Ltd | 6,395 | $55.1 萬 | 0.01% | −810−11.2% | 減碼 |
| South Street Advisors LLC | 6,420 | $55.5 萬 | 0.11% | 00.0% | 不變 |
| Westhampton Capital, LLC | 6,453 | $55.7 萬 | 0.36% | 00.0% | 不變 |
| Pendal Group Limited | 6,445 | $55.7 萬 | 0.00% | +6,445 | 新進 |
| Baker Tilly Wealth Management, LLC | 6,464 | $55.8 萬 | 0.06% | −284−4.2% | 減碼 |
| Benjamin Edwards Inc | 6,465 | $55.9 萬 | 0.16% | +93+1.5% | 加碼 |
| U S Global Investors Inc | 6,500 | $56.2 萬 | 0.02% | 00.0% | 不變 |
| Miller Investment Management, LP | 6,500 | $56.2 萬 | 0.09% | 00.0% | 不變 |
| Intrua Financial, LLC | 6,513 | $56.3 萬 | 0.10% | −1,738−21.1% | 減碼 |
| Childress Capital Advisors, LLC | 6,514 | $56.3 萬 | 0.20% | +85+1.3% | 加碼 |
| Peoples Financial Services Corp. | 6,537 | $56.4 萬 | 0.24% | −523−7.4% | 減碼 |
| Cutler Group LP | 6,531 | $56.4 萬 | 0.05% | +3,280+100.9% | 加碼 |
| C2C Wealth Management, LLC | 6,267 | $56.7 萬 | 0.10% | −1,900−23.3% | 減碼 |
| Palisade Asset Management, LLC | 6,569 | $56.7 萬 | 0.07% | −285−4.2% | 減碼 |
| Tocqueville Asset Management L.P. | 6,566 | $56.7 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 6,578 | $56.8 萬 | 0.02% | −4,351−39.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,579 | $56.8 萬 | 0.03% | +819+14.2% | 加碼 |
| Sandy Spring Bank | 6,582 | $56.9 萬 | 0.03% | +123+1.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 6,597 | $57.0 萬 | 0.00% | +5,012+316.2% | 加碼 |
| Wealth Alliance | 6,612 | $57.1 萬 | 0.12% | +189+2.9% | 加碼 |
| Forum Financial Management, LP | 6,619 | $57.1 萬 | 0.03% | +237+3.7% | 加碼 |
| RFG Advisory, LLC | 6,605 | $57.1 萬 | 0.04% | +514+8.4% | 加碼 |
| HighTower Trust Services, LTA | 6,606 | $57.1 萬 | 0.05% | +6,606 | 新進 |
| Ontario Teachers Pension Plan Board | 6,624 | $57.2 萬 | 0.01% | −6,507−49.6% | 減碼 |
| Vise Technologies, Inc. | 6,651 | $57.5 萬 | 0.22% | −1,866−21.9% | 減碼 |
| Peapack Gladstone Financial Corp | 6,656 | $57.5 萬 | 0.01% | −788−10.6% | 減碼 |
| San Luis Wealth Advisors LLC | 7,937 | $57.5 萬 | 0.28% | +7,937 | 新進 |
| Atlas Private Wealth Management | 6,698 | $57.9 萬 | 0.34% | +767+12.9% | 加碼 |
| 1st Source Bank | 6,706 | $57.9 萬 | 0.04% | +895+15.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 6,715 | $58.0 萬 | 0.06% | 00.0% | 不變 |
| Chelsea Counsel Co | 6,804 | $58.8 萬 | 0.26% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 6,838 | $59.1 萬 | 0.05% | −25,798−79.0% | 減碼 |
| Hilltop Holdings Inc. | 6,866 | $59.3 萬 | 0.07% | −815−10.6% | 減碼 |
| Lincoln Capital LLC | 6,862 | $59.3 萬 | 0.14% | −180−2.6% | 減碼 |
| Corsicana & Co. | 6,872 | $59.4 萬 | 0.38% | +470+7.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 6,905 | $59.7 萬 | 0.01% | −950−12.1% | 減碼 |
| Nations Financial Group Inc, | 6,942 | $60.0 萬 | 0.07% | +3,201+85.6% | 加碼 |
| Covington Capital Management | 6,958 | $60.1 萬 | 0.02% | 00.0% | 不變 |
| Ieq Capital, LLC | 6,966 | $60.2 萬 | 0.01% | +889+14.6% | 加碼 |
| Metis Global Partners, LLC | 6,979 | $60.2 萬 | 0.07% | +3,157+82.6% | 加碼 |
| Cladis Investment Advisory, LLC | 6,969 | $60.2 萬 | 0.49% | −20−0.3% | 減碼 |
| Cypress Capital Management LLC | 7,012 | $60.6 萬 | 0.08% | −454−6.1% | 減碼 |
| Drive Wealth Management, LLC | 7,030 | $60.7 萬 | 0.51% | −890−11.2% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $60.7 萬 | 0.37% | 00.0% | 不變 |
| Greenleaf Trust | 7,035 | $60.8 萬 | 0.01% | −452−6.0% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 7,056 | $61.0 萬 | 0.14% | −1,702−19.4% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $61.2 萬 | 0.18% | 00.0% | 不變 |
| Birmingham Capital Management Co Inc | 7,145 | $61.7 萬 | 0.21% | +156+2.2% | 加碼 |
| American Portfolios Advisors | 7,178 | $62.0 萬 | 0.02% | +511+7.7% | 加碼 |
| Navalign, LLC | 7,490 | $62.2 萬 | 0.26% | +404+5.7% | 加碼 |
| Seeyond | 7,218 | $62.3 萬 | 0.06% | +2,483+52.4% | 加碼 |
| CIBC World Markets Inc. | 7,236 | $62.5 萬 | 0.00% | +2,766+61.9% | 加碼 |
| Americana Partners, LLC | 7,322 | $62.7 萬 | 0.19% | +1,355+22.7% | 加碼 |
| Eqis Capital Management, Inc. | 7,271 | $62.8 萬 | 0.06% | +7,271 | 新進 |
| Retirement Group, LLC | 7,289 | $63.0 萬 | 0.24% | +605+9.1% | 加碼 |
| Thomas White International Ltd | 7,300 | $63.1 萬 | 0.11% | 00.0% | 不變 |
| BMS Financial Advisors, LLC | 7,302 | $63.1 萬 | 0.40% | +132+1.8% | 加碼 |
| Caldwell Trust Co | 7,363 | $63.6 萬 | 0.08% | −1,545−17.3% | 減碼 |
| Glenview Trust Co | 7,377 | $63.7 萬 | 0.02% | 00.0% | 不變 |
| First Manhattan Co | 7,381 | $63.7 萬 | 0.00% | +27+0.4% | 加碼 |
| Aull & Monroe Investment Management Corp | 7,377 | $63.7 萬 | 0.29% | +300+4.2% | 加碼 |
| Veriti Management LLC | 7,369 | $63.7 萬 | 0.08% | +1,385+23.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,405 | $64.0 萬 | 0.21% | +45+0.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 7,409 | $64.0 萬 | 0.36% | +54+0.7% | 加碼 |
| XTX Topco Ltd | 7,421 | $64.1 萬 | 0.28% | +4,017+118.0% | 加碼 |
| IBM Retirement Fund | 7,449 | $64.4 萬 | 0.09% | +157+2.2% | 加碼 |
| American Trust | 7,538 | $65.2 萬 | 0.04% | −863−10.3% | 減碼 |
| CAPROCK Group, Inc. | 7,554 | $65.3 萬 | 0.06% | +3,394+81.6% | 加碼 |
| ICA Group Wealth Management, LLC | 6,156 | $65.3 萬 | 0.12% | +6,156 | 新進 |
| AMG National Trust Bank | 7,576 | $65.5 萬 | 0.02% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,595 | $65.6 萬 | 0.11% | 00.0% | 不變 |