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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3,771 | $32.6 萬 | 0.08% | +738+24.3% | 加碼 |
| American Research & Management Co. | 3,755 | $32.4 萬 | 0.07% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 3,738 | $32.3 萬 | 0.01% | −256−6.4% | 減碼 |
| 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 |
| IHT Wealth Management, LLC | 3,705 | $32.0 萬 | 0.02% | +3,705 | 新進 |
| 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 |
| Welch Group, LLC | 3,671 | $31.7 萬 | 0.02% | +343+10.3% | 加碼 |
| Beaird Harris Wealth Management, LLC | 3,660 | $31.6 萬 | 0.11% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 3,652 | $31.5 萬 | 0.16% | 00.0% | 不變 |
| Jmac Enterprises LLC | 3,635 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 3,616 | $31.2 萬 | 0.00% | −1,300−26.4% | 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 |
| 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 |
| Field & Main Bank | 3,574 | $30.9 萬 | 0.19% | +25+0.7% | 加碼 |
| Excalibur Management Corp | 3,551 | $30.7 萬 | 0.13% | −2,014−36.2% | 減碼 |
| 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 |
| Ahrens Investment Partners LLC | 3,523 | $30.4 萬 | 0.10% | +425+13.7% | 加碼 |
| 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 |
| Athena Investment Management | 3,523 | $30.0 萬 | 0.23% | +3,523 | 新進 |
| 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 |
| 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 |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $29.7 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| 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 |
| Relative Value Partners Group, LLC | 3,399 | $29.4 萬 | 0.02% | +4+0.1% | 加碼 |
| Ballew Advisors, Inc | 3,520 | $29.3 萬 | 0.22% | 00.0% | 不變 |
| E&G Advisors, LP | 3,352 | $29.0 萬 | 0.08% | 00.0% | 不變 |
| 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 |
| 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 |
| 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 |
| Financial Advisory Service, Inc. | 3,316 | $28.6 萬 | 0.03% | +36+1.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 3,311 | $28.6 萬 | 0.28% | +283+9.3% | 加碼 |
| Gryphon Financial Partners LLC | 3,284 | $28.4 萬 | 0.06% | +3,284 | 新進 |
| Thrive Wealth Management, LLC | 3,261 | $28.2 萬 | 0.08% | −97−2.9% | 減碼 |
| Blue Edge Capital, LLC | 3,247 | $28.1 萬 | 0.06% | +4+0.1% | 加碼 |
| Davidson Trust Co | 3,236 | $28.0 萬 | 0.21% | −136−4.0% | 減碼 |
| Yorktown Management & Research Co Inc | 3,226 | $27.9 萬 | 0.24% | −224−6.5% | 減碼 |
| Roundview Capital LLC | 3,228 | $27.9 萬 | 0.03% | +423+15.1% | 加碼 |
| Beaton Management Co. Inc. | 3,206 | $27.7 萬 | 0.17% | +75+2.4% | 加碼 |
| MSH Capital Advisors LLC | 3,200 | $27.6 萬 | 0.11% | −400−11.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,200 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 3,198 | $27.6 萬 | 0.02% | +188+6.2% | 加碼 |
| Towle & Co | 3,180 | $27.5 萬 | 0.04% | +3,180 | 新進 |
| APCM Wealth Management for Individuals | 3,167 | $27.4 萬 | 0.05% | −1,182−27.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 3,159 | $27.3 萬 | 0.01% | +3,159 | 新進 |
| InTrack Investment Management Inc | 3,161 | $27.3 萬 | 0.22% | +3,161 | 新進 |
| CoreFirst Bank & Trust | 3,145 | $27.2 萬 | 0.19% | −20−0.6% | 減碼 |
| BNC Wealth Management, LLC | 3,127 | $27.0 萬 | 0.13% | +3,127 | 新進 |
| Whalerock Point Partners, LLC | 3,119 | $26.9 萬 | 0.10% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 3,108 | $26.8 萬 | 0.02% | +3,108 | 新進 |
| Pflug Koory, LLC | 3,094 | $26.7 萬 | 0.13% | +50+1.6% | 加碼 |
| Axxcess Wealth Management, LLC | 3,091 | $26.7 萬 | 0.02% | +3,091 | 新進 |
| Kanawha Capital Management LLC | 3,074 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| M&R Capital Management Inc | 3,088 | $26.6 萬 | 0.06% | +125+4.2% | 加碼 |
| First National Bank of South Miami | 3,035 | $26.3 萬 | 0.16% | −241−7.4% | 減碼 |
| West Paces Advisors Inc. | 3,026 | $26.1 萬 | 0.08% | +55+1.9% | 加碼 |
| Old Point Trust & Financial Services N A | 3,023 | $26.1 萬 | 0.11% | 00.0% | 不變 |
| Oak Thistle LLC | 3,015 | $26.0 萬 | 0.14% | −1,711−36.2% | 減碼 |
| Aigen Investment Management, LP | 3,009 | $26.0 萬 | 0.04% | +3,009 | 新進 |
| Modera Wealth Management, LLC | 3,003 | $25.9 萬 | 0.01% | −3,352−52.7% | 減碼 |
| Merrion Investment Management Co, LLC | 3,000 | $25.9 萬 | 0.19% | 00.0% | 不變 |
| Capital Analysts, LLC | 3,000 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Little House Capital LLC | 2,964 | $25.6 萬 | 0.13% | −247−7.7% | 減碼 |
| Old National Bancorp | 2,963 | $25.6 萬 | 0.01% | −141−4.5% | 減碼 |
| Chilton Capital Management LLC | 2,956 | $25.5 萬 | 0.01% | +50+1.7% | 加碼 |
| Solidarilty Wealth, LLC | 2,845 | $25.5 萬 | 0.14% | +2,845 | 新進 |
| Quilter Plc | 2,928 | $25.3 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 2,926 | $25.3 萬 | 0.02% | +6+0.2% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $25.3 萬 | 0.12% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 2,919 | $25.3 萬 | 0.02% | −19−0.6% | 減碼 |
| Trust Co of Vermont | 2,917 | $25.2 萬 | 0.02% | −225−7.2% | 減碼 |
| Stiles Financial Services Inc | 2,915 | $25.2 萬 | 0.13% | −229−7.3% | 減碼 |
| Lindbrook Capital, LLC | 2,914 | $25.2 萬 | 0.04% | +26+0.9% | 加碼 |
| Quadrant Capital Group LLC | 2,910 | $25.1 萬 | 0.03% | +28+1.0% | 加碼 |
| Asset Management Corp | 2,898 | $25.0 萬 | 0.15% | −2,778−48.9% | 減碼 |
| Leisure Capital Management | 2,882 | $24.9 萬 | 0.13% | +2,882 | 新進 |
| Sustainable Insight Capital Management, LLC | 2,868 | $24.8 萬 | 0.18% | 00.0% | 不變 |
| Carl Stuart Investment Advisor, Inc | 2,863 | $24.7 萬 | 0.18% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 2,853 | $24.7 萬 | 0.01% | −30−1.0% | 減碼 |
| Canvas Wealth Advisors, LLC | 2,717 | $24.7 萬 | 0.09% | +2,717 | 新進 |
| Plancorp, LLC | 2,834 | $24.5 萬 | 0.02% | +43+1.5% | 加碼 |