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 |
|---|---|---|---|---|---|
| WBI Investments | 11,025 | $95.2 萬 | 0.15% | +11,025 | 新進 |
| Capital Advisors Inc | 11,031 | $95.3 萬 | 0.03% | −15−0.1% | 減碼 |
| Pearl River Capital, LLC | 11,082 | $95.7 萬 | 0.26% | −28,920−72.3% | 減碼 |
| Parallel Advisors, LLC | 10,992 | $96.1 萬 | 0.04% | −1,728−13.6% | 減碼 |
| Redpoint Investment Management Pty Ltd | 11,142 | $96.3 萬 | 0.10% | +682+6.5% | 加碼 |
| Inscription Capital, LLC | 11,200 | $96.8 萬 | 0.28% | −635−5.4% | 減碼 |
| Stock Yards Bank & Trust Co | 11,325 | $97.9 萬 | 0.05% | +514+4.8% | 加碼 |
| Silvant Capital Management LLC | 11,373 | $98.3 萬 | 0.19% | −314−2.7% | 減碼 |
| Marion Wealth Management | 11,430 | $98.7 萬 | 0.48% | −290−2.5% | 減碼 |
| Buckingham Strategic Wealth, LLC | 11,423 | $98.7 萬 | 0.02% | +663+6.2% | 加碼 |
| Paragon Capital Management LLC | 11,448 | $98.9 萬 | 0.50% | +124+1.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,469 | $99.1 萬 | 0.22% | −46−0.4% | 減碼 |
| Exeter Financial, LLC | 11,650 | $100.6 萬 | 0.55% | +150+1.3% | 加碼 |
| Bragg Financial Advisors, Inc | 11,773 | $101.7 萬 | 0.06% | +495+4.4% | 加碼 |
| Boston Trust Walden Corp | 11,793 | $101.9 萬 | 0.01% | 00.0% | 不變 |
| Qtron Investments LLC | 11,844 | $102.3 萬 | 0.23% | +11,844 | 新進 |
| Evercore Wealth Management, LLC | 11,890 | $102.7 萬 | 0.02% | −1,300−9.9% | 減碼 |
| South State Corp. | 11,913 | $102.8 萬 | 0.08% | +57+0.5% | 加碼 |
| Hoylecohen, LLC | 11,997 | $103.6 萬 | 0.09% | −502−4.0% | 減碼 |
| Pavion Blue Capital, LLC | 12,004 | $103.7 萬 | 0.61% | +287+2.4% | 加碼 |
| Park Circle Co | 12,000 | $103.7 萬 | 0.87% | +12,000 | 新進 |
| BBR Partners, LLC | 12,032 | $103.9 萬 | 0.10% | −540−4.3% | 減碼 |
| Citizens National Bank Trust Department | 11,974 | $103.9 萬 | 0.42% | +2,678+28.8% | 加碼 |
| Two Sigma Securities, LLC | 12,102 | $104.5 萬 | 0.15% | +12,102 | 新進 |
| Wetherby Asset Management Inc | 12,159 | $105.0 萬 | 0.06% | +1,553+14.6% | 加碼 |
| JustInvest LLC | 12,155 | $105.0 萬 | 0.05% | +4,358+55.9% | 加碼 |
| Sigma Planning Corp | 12,166 | $105.1 萬 | 0.03% | +375+3.2% | 加碼 |
| Guyasuta Investment Advisors Inc | 12,198 | $105.4 萬 | 0.07% | +38+0.3% | 加碼 |
| Bangor Savings Bank | 12,248 | $105.8 萬 | 0.11% | −433−3.4% | 減碼 |
| Palladium Partners LLC | 12,267 | $106.0 萬 | 0.05% | −675−5.2% | 減碼 |
| Smith, Moore & Co. | 12,372 | $106.9 萬 | 0.15% | +443+3.7% | 加碼 |
| HB Wealth Management, LLC | 12,416 | $107.3 萬 | 0.02% | +2,331+23.1% | 加碼 |
| Prelude Capital Management, LLC | 12,448 | $107.5 萬 | 0.05% | +6,317+103.0% | 加碼 |
| Bristol John W & Co Inc | 12,500 | $108.0 萬 | 0.02% | 00.0% | 不變 |
| Meixler Investment Management, Ltd. | 12,556 | $108.5 萬 | 1.06% | −5,133−29.0% | 減碼 |
| Ar Asset Management Inc | 12,600 | $108.9 萬 | 0.28% | 00.0% | 不變 |
| Delphia (USA) Inc. | 12,634 | $109.1 萬 | 0.82% | +12,634 | 新進 |
| FORA Capital, LLC | 12,510 | $109.4 萬 | 0.20% | +8,349+200.6% | 加碼 |
| DCM Advisors, LLC | 12,714 | $109.8 萬 | 0.39% | +1,051+9.0% | 加碼 |
| Welch & Forbes LLC | 12,746 | $110.1 萬 | 0.02% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 12,755 | $110.2 萬 | 0.23% | +3,347+35.6% | 加碼 |
| Steel Peak Wealth Management LLC | 12,813 | $110.7 萬 | 0.07% | +12,813 | 新進 |
| Boyd Watterson Asset Management LLC | 12,868 | $111.2 萬 | 0.41% | +450+3.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 12,902 | $111.5 萬 | 0.10% | +2,573+24.9% | 加碼 |
| Lowe Brockenbrough & Co Inc | 12,929 | $111.7 萬 | 0.08% | −150−1.1% | 減碼 |
| Barry Investment Advisors, LLC | 13,025 | $112.5 萬 | 0.30% | +712+5.8% | 加碼 |
| Fruth Investment Management | 13,045 | $112.6 萬 | 0.31% | +600+4.8% | 加碼 |
| National Asset Management, Inc. | 13,142 | $113.6 萬 | 0.04% | +1,122+9.3% | 加碼 |
| Diversified Trust Co | 13,371 | $115.5 萬 | 0.04% | +4,841+56.8% | 加碼 |
| First Hawaiian Bank | 13,410 | $115.9 萬 | 0.04% | −196−1.4% | 減碼 |
| Apollon Wealth Management, LLC | 13,431 | $116.0 萬 | 0.08% | −349−2.5% | 減碼 |
| Trexquant Investment LP | 13,453 | $116.2 萬 | 0.05% | −88,044−86.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 13,616 | $117.4 萬 | 0.07% | +3,328+32.3% | 加碼 |
| Mather Group, LLC. | 13,662 | $118.0 萬 | 0.02% | +486+3.7% | 加碼 |
| Credit Agricole S A | 13,738 | $118.7 萬 | 0.04% | −29,869−68.5% | 減碼 |
| Lee Danner & Bass Inc | 13,754 | $118.8 萬 | 0.10% | +137+1.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 13,810 | $119.3 萬 | 0.11% | +2,064+17.6% | 加碼 |
| Gries Financial LLC | 13,848 | $119.6 萬 | 0.44% | +4,495+48.1% | 加碼 |
| Logan Capital Management Inc | 13,889 | $120.0 萬 | 0.06% | 00.0% | 不變 |
| Hancock Whitney Corp | 13,963 | $120.6 萬 | 0.04% | −13−0.1% | 減碼 |
| Connecticut Wealth Management, LLC | 14,021 | $121.1 萬 | 0.09% | 00.0% | 不變 |
| Basepoint Wealth LLC | 14,044 | $121.3 萬 | 1.12% | −1,832−11.5% | 減碼 |
| CWM, LLC | 14,085 | $121.7 萬 | 0.01% | −1,492−9.6% | 減碼 |
| Terry L. Blaker | 14,225 | $122.9 萬 | 0.10% | +450+3.3% | 加碼 |
| Strategic Advisors LLC | 14,325 | $123.7 萬 | 0.21% | −151−1.0% | 減碼 |
| Verition Fund Management LLC | 14,320 | $123.7 萬 | 0.02% | +1,844+14.8% | 加碼 |
| Moors & Cabot, Inc. | 14,543 | $125.6 萬 | 0.08% | +1,153+8.6% | 加碼 |
| Guardian Wealth Management, Inc. | 14,563 | $125.8 萬 | 1.25% | +577+4.1% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 14,581 | $126.0 萬 | 0.55% | +1,001+7.4% | 加碼 |
| Nikko Asset Management Americas, Inc. | 14,672 | $126.2 萬 | 0.01% | −1,112−7.0% | 減碼 |
| Stephens Inc | 14,626 | $126.4 萬 | 0.02% | +2,870+24.4% | 加碼 |
| Cypress Capital Group | 14,705 | $127.0 萬 | 0.16% | +960+7.0% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 15,428 | $127.3 萬 | 0.60% | +1,215+8.5% | 加碼 |
| Fiduciary Trust Co | 14,790 | $127.7 萬 | 0.02% | +3,752+34.0% | 加碼 |
| Harbour Investment Management LLC | 14,960 | $129.2 萬 | 0.63% | −617−4.0% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 15,012 | $129.7 萬 | 0.83% | +2,151+16.7% | 加碼 |
| Strategic Wealth Partners, Ltd. | 15,061 | $130.1 萬 | 0.25% | +1,811+13.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 15,081 | $130.3 萬 | 0.10% | +782+5.5% | 加碼 |
| Community Bank, N.A. | 15,095 | $130.4 萬 | 0.16% | +1,736+13.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,143 | $130.8 萬 | 0.00% | −6,166−28.9% | 減碼 |
| Tiaa, FSB | 15,169 | $131.1 萬 | 0.00% | −2,312−13.2% | 減碼 |
| Laird Norton Trust Company, LLC | 15,287 | $132.0 萬 | 0.12% | −84−0.5% | 減碼 |
| Frontier Wealth Management LLC | 16,192 | $132.7 萬 | 0.02% | +156+1.0% | 加碼 |
| Armor Investment Advisors, LLC | 15,425 | $133.3 萬 | 0.75% | +136+0.9% | 加碼 |
| Western Wealth Management, LLC | 15,435 | $133.4 萬 | 0.06% | +11,580+300.4% | 加碼 |
| Tower Bridge Advisors | 15,605 | $134.8 萬 | 0.09% | −467−2.9% | 減碼 |
| Prospera Financial Services Inc | 15,601 | $134.9 萬 | 0.06% | +7,819+100.5% | 加碼 |
| Bailard, Inc. | 16,035 | $138.5 萬 | 0.05% | +251+1.6% | 加碼 |
| Dowling & Yahnke LLC | 16,091 | $139.0 萬 | 0.06% | −1,122−6.5% | 減碼 |
| Synovus Financial Corp | 16,257 | $140.5 萬 | 0.01% | +788+5.1% | 加碼 |
| Everett Harris & Co | 16,348 | $141.2 萬 | 0.02% | +90+0.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 16,382 | $141.5 萬 | 0.10% | +90+0.6% | 加碼 |
| Ingalls & Snyder LLC | 16,390 | $141.6 萬 | 0.06% | −1,400−7.9% | 減碼 |
| Vident Investment Advisory, LLC | 16,507 | $142.5 萬 | 0.04% | +12,931+361.6% | 加碼 |
| Telemus Capital, LLC | 16,511 | $142.6 萬 | 0.12% | −93−0.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 16,555 | $143.0 萬 | 0.10% | −268−1.6% | 減碼 |
| Bowling Portfolio Management LLC | 16,635 | $143.7 萬 | 0.31% | −500−2.9% | 減碼 |
| Tiedemann Advisors, LLC | 16,670 | $143.8 萬 | 0.07% | +8,001+92.3% | 加碼 |
| Meeder Asset Management Inc | 16,678 | $144.2 萬 | 0.07% | +16,678 | 新進 |
| Lincoln National Corp | 16,745 | $144.7 萬 | 0.03% | +6,236+59.3% | 加碼 |