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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 53,051 | $458.3 萬 | 0.09% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 52,634 | $454.7 萬 | 0.14% | +45,386+626.2% | 加碼 |
| Cary Street Partners Asset Management LLC | 52,501 | $453.6 萬 | 0.90% | +313+0.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 52,116 | $450.2 萬 | 0.02% | +52,116 | 新進 |
| Kestra Advisory Services, LLC | 52,001 | $449.2 萬 | 0.05% | −23,687−31.3% | 減碼 |
| Hendley & Co Inc | 51,882 | $448.2 萬 | 1.53% | −288−0.6% | 減碼 |
| PGGM Investments | 61,264 | $443.9 萬 | 0.02% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 51,192 | $442.3 萬 | 0.11% | +6,145+13.6% | 加碼 |
| Illinois Municipal Retirement Fund | 50,989 | $440.5 萬 | 0.13% | −10,155−16.6% | 減碼 |
| RBF Capital, LLC | 50,000 | $437.2 萬 | 0.28% | 00.0% | 不變 |
| Nissay Asset Management Corp | 50,154 | $433.3 萬 | 0.04% | +1,035+2.1% | 加碼 |
| Avantax Advisory Services, Inc. | 49,934 | $431.6 萬 | 0.06% | +1,447+3.0% | 加碼 |
| Scissortail Wealth Management, LLC | 48,655 | $431.5 萬 | 2.12% | +15,961+48.8% | 加碼 |
| Umb Bank N A | 49,814 | $430.4 萬 | 0.06% | −1,416−2.8% | 減碼 |
| Rothschild Investment Corp | 49,609 | $428.6 萬 | 0.34% | −899−1.8% | 減碼 |
| Brown Advisory Inc | 49,003 | $423.2 萬 | 0.01% | +2,616+5.6% | 加碼 |
| Ancora Advisors, LLC | 48,351 | $417.7 萬 | 0.10% | −2,168−4.3% | 減碼 |
| Duality Advisers, LP | 48,082 | $415.4 萬 | 0.45% | +48,082 | 新進 |
| CIBC Asset Management Inc | 47,880 | $413.6 萬 | 0.01% | +6,011+14.4% | 加碼 |
| NN Investment Partners Holdings N.V. | 47,819 | $413.1 萬 | 0.02% | +38,800+430.2% | 加碼 |
| Huntington National Bank | 47,729 | $412.3 萬 | 0.04% | −1,536−3.1% | 減碼 |
| United Capital Financial Advisers, LLC | 46,807 | $404.4 萬 | 0.02% | −4,504−8.8% | 減碼 |
| Simmons Bank | 46,681 | $403.3 萬 | 0.30% | +184+0.4% | 加碼 |
| MUFG Americas Holdings Corp | 46,640 | $402.9 萬 | 0.08% | −2,311−4.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 46,522 | $401.9 萬 | 0.06% | +38,079+451.0% | 加碼 |
| Beacon Financial Group | 45,081 | $399.1 萬 | 0.53% | +38+0.1% | 加碼 |
| Mirador Capital Partners LP | 45,990 | $397.3 萬 | 0.80% | +692+1.5% | 加碼 |
| Mackenzie Financial Corp | 45,933 | $396.8 萬 | 0.01% | −164,172−78.1% | 減碼 |
| Independent Financial Group, LLC | 45,871 | $396.3 萬 | 0.32% | +38,398+513.8% | 加碼 |
| Rodgers Brothers Inc. | 45,753 | $395.3 萬 | 0.71% | −2,250−4.7% | 減碼 |
| GWM Advisors LLC | 45,614 | $394.0 萬 | 0.07% | +4,048+9.7% | 加碼 |
| Acadian Asset Management LLC | 45,534 | $393.1 萬 | 0.02% | +28,918+174.0% | 加碼 |
| Intact Investment Management Inc. | 44,700 | $386.1 萬 | 0.10% | +44,700 | 新進 |
| Ensign Peak Advisors, Inc | 44,379 | $383.4 萬 | 0.01% | +890+2.0% | 加碼 |
| Hartford Investment Management Co | 44,157 | $381.5 萬 | 0.10% | −338−0.8% | 減碼 |
| Norinchukin Bank, The | 43,913 | $379.4 萬 | 0.05% | +6,730+18.1% | 加碼 |
| Telos Capital Management, Inc. | 43,825 | $378.6 萬 | 0.49% | −65−0.1% | 減碼 |
| Level Four Advisory Services, LLC | 43,532 | $376.1 萬 | 0.29% | +2,010+4.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 43,391 | $374.9 萬 | 0.17% | −14,767−25.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 43,396 | $374.9 萬 | 0.30% | −64−0.1% | 減碼 |
| Schroder Investment Management Group | 42,857 | $374.8 萬 | 0.00% | +4,899+12.9% | 加碼 |
| Veritable, L.P. | 43,327 | $374.3 萬 | 0.06% | −3,489−7.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 42,997 | $371.4 萬 | 0.14% | +12,332+40.2% | 加碼 |
| Providence Capital Advisors, LLC | 42,935 | $370.6 萬 | 0.98% | −10,228−19.2% | 減碼 |
| Wealthfront Advisers LLC | 42,858 | $370.2 萬 | 0.02% | −9,185−17.6% | 減碼 |
| First National Bank of Omaha | 42,557 | $367.7 萬 | 0.19% | −1,766−4.0% | 減碼 |
| Advisory Services Network, LLC | 42,513 | $367.3 萬 | 0.11% | −1,606−3.6% | 減碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $364.0 萬 | 1.43% | +42,129 | 新進 |
| PDT Partners, LLC | 41,956 | $362.5 萬 | 0.31% | +41,956 | 新進 |
| First National Bank of Mount Dora, Trust Investment Services | 41,804 | $361.1 萬 | 1.09% | −1,033−2.4% | 減碼 |
| Texas Yale Capital Corp. | 41,643 | $359.8 萬 | 0.20% | +41,643 | 新進 |
| Stolper Co | 41,314 | $356.9 萬 | 1.51% | +4,993+13.7% | 加碼 |
| Northeast Financial Consultants Inc | 41,304 | $356.8 萬 | 0.21% | +37,404+959.1% | 加碼 |
| HM Payson & Co | 41,279 | $356.6 萬 | 0.08% | −3,232−7.3% | 減碼 |
| Teamwork Financial Advisors, LLC | 41,271 | $356.5 萬 | 0.66% | +26,284+175.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 40,653 | $351.2 萬 | 0.02% | +3,014+8.0% | 加碼 |
| Venture Visionary Partners LLC | 40,615 | $350.8 萬 | 0.23% | +16,348+67.4% | 加碼 |
| Alta Capital Management LLC | 40,590 | $350.6 萬 | 0.21% | +2,728+7.2% | 加碼 |
| Chatham Capital Group, Inc. | 40,108 | $346.5 萬 | 0.67% | −3,035−7.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,924 | $344.9 萬 | 0.07% | −1,482−3.6% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 39,819 | $344.0 萬 | 0.08% | +39,819 | 新進 |
| Brookstone Capital Management | 41,555 | $342.8 萬 | 0.07% | +9,484+29.6% | 加碼 |
| Cetera Advisor Networks LLC | 39,486 | $341.1 萬 | 0.04% | +3,497+9.7% | 加碼 |
| Quadrature Capital Ltd | 39,486 | $341.1 萬 | 0.14% | +9,306+30.8% | 加碼 |
| Park Avenue Securities LLC | 39,355 | $340.0 萬 | 0.06% | +3,296+9.1% | 加碼 |
| Fiera Capital Corp | 39,124 | $338.0 萬 | 0.01% | +101+0.3% | 加碼 |
| Employees Provident Fund Board | 38,729 | $334.6 萬 | 0.06% | +38,729 | 新進 |
| Westpac Banking Corp | 38,664 | $334.0 萬 | 0.04% | +1,663+4.5% | 加碼 |
| Pinnacle Associates Ltd | 38,418 | $331.9 萬 | 0.06% | −1,667−4.2% | 減碼 |
| Securian Asset Management, Inc | 38,107 | $329.2 萬 | 0.06% | +1,978+5.5% | 加碼 |
| Alpha Omega Wealth Management LLC | 38,037 | $328.6 萬 | 0.52% | +1,031+2.8% | 加碼 |
| Oppenheimer & Co Inc | 37,865 | $327.1 萬 | 0.06% | +5,251+16.1% | 加碼 |
| Colonial Trust Advisors | 37,834 | $326.9 萬 | 0.39% | +1,695+4.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 37,714 | $325.8 萬 | 0.09% | +4,462+13.4% | 加碼 |
| Shorepoint Capital Partners LLC | 37,700 | $325.7 萬 | 1.36% | −875−2.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 37,563 | $324.5 萬 | 0.03% | +2,003+5.6% | 加碼 |
| Regentatlantic Capital LLC | 37,385 | $323.0 萬 | 0.09% | −94−0.3% | 減碼 |
| Kingsview Wealth Management, LLC | 37,327 | $322.5 萬 | 0.14% | +6,933+22.8% | 加碼 |
| Strategic Global Advisors, LLC | 36,669 | $316.8 萬 | 0.46% | +36,669 | 新進 |
| Farmers & Merchants Investments Inc | 36,377 | $314.3 萬 | 0.12% | −285−0.8% | 減碼 |
| First American Bank | 36,050 | $311.4 萬 | 0.26% | +575+1.6% | 加碼 |
| McDonald Partners LLC | 35,891 | $310.1 萬 | 0.68% | +35,891 | 新進 |
| Atria Investments LLC | 35,876 | $309.9 萬 | 0.05% | +1,341+3.9% | 加碼 |
| Maryland State Retirement & Pension System | 35,652 | $308.0 萬 | 0.08% | +2,239+6.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 35,648 | $307.9 萬 | 0.04% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 35,331 | $305.2 萬 | 0.03% | +996+2.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 35,102 | $303.3 萬 | 0.07% | −1,492−4.1% | 減碼 |
| Heritage Trust Co | 34,859 | $301.1 萬 | 0.43% | +1,488+4.5% | 加碼 |
| Econ Financial Services Corp | 34,697 | $299.7 萬 | 2.22% | +26,491+322.8% | 加碼 |
| Panagora Asset Management Inc | 34,091 | $294.5 萬 | 0.02% | +6,653+24.2% | 加碼 |
| Tweedy, Browne Co LLC | 33,847 | $292.4 萬 | 0.09% | −16,381−32.6% | 減碼 |
| Cerity Partners LLC | 33,659 | $290.7 萬 | 0.05% | +1,351+4.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 33,616 | $290.4 萬 | 0.66% | +33,616 | 新進 |
| Private Advisor Group, LLC | 33,499 | $289.3 萬 | 0.02% | +4,317+14.8% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 33,409 | $288.6 萬 | 0.64% | +3,419+11.4% | 加碼 |
| Gotham Asset Management, LLC | 33,357 | $288.2 萬 | 0.09% | +10,349+45.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 33,346 | $287.9 萬 | 0.03% | +360+1.1% | 加碼 |
| Riverview Capital Advisers, LLC | 32,954 | $284.7 萬 | 1.31% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $281.5 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 32,536 | $281.1 萬 | 0.12% | +10,688+48.9% | 加碼 |