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 |
|---|---|---|---|---|---|
| Canal Insurance CO | 32,500 | $280.8 萬 | 0.78% | 00.0% | 不變 |
| Regency Capital Management Inc. | 32,503 | $280.8 萬 | 2.04% | +32,503 | 新進 |
| Thompson Siegel & Walmsley LLC | 32,372 | $279.7 萬 | 0.04% | −384−1.2% | 減碼 |
| Jane Street Group, LLC | 32,305 | $279.1 萬 | 0.01% | −42,545−56.8% | 減碼 |
| NewSquare Capital LLC | 31,983 | $276.3 萬 | 0.29% | +3,419+12.0% | 加碼 |
| Beck Bode, LLC | 31,984 | $276.3 萬 | 0.62% | +31,984 | 新進 |
| Marathon Capital Management | 31,635 | $273.3 萬 | 0.78% | −1,885−5.6% | 減碼 |
| Winton Group Ltd | 31,454 | $271.7 萬 | 0.14% | −4,092−11.5% | 減碼 |
| Xponance, Inc. | 31,266 | $270.1 萬 | 0.04% | +3,105+11.0% | 加碼 |
| Dakota Wealth Management | 30,891 | $266.8 萬 | 0.22% | +27,466+801.9% | 加碼 |
| Wealth Advisory Solutions, LLC | 30,723 | $265.4 萬 | 0.55% | +30,723 | 新進 |
| Daiwa Securities Group Inc. | 30,460 | $263.1 萬 | 0.02% | +4,882+19.1% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,352 | $262.2 萬 | 0.78% | +2,670+9.6% | 加碼 |
| Louisiana State Employees Retirement System | 29,500 | $262.2 萬 | 0.06% | +2,000+7.3% | 加碼 |
| HRT Financial LP | 30,349 | $262.1 萬 | 0.02% | +30,349 | 新進 |
| Brinker Capital Investments, LLC | 30,267 | $261.5 萬 | 0.04% | −6,346−17.3% | 減碼 |
| Leavell Investment Management, Inc. | 30,256 | $261.4 萬 | 0.18% | +5,360+21.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 30,125 | $260.3 萬 | 0.04% | +30,125 | 新進 |
| Kentucky Retirement Systems | 29,821 | $257.6 萬 | 0.11% | +2,998+11.2% | 加碼 |
| SWS Partners | 29,661 | $256.7 萬 | 1.68% | +5,718+23.9% | 加碼 |
| Fundamentun, LLC | 29,666 | $256.3 萬 | 0.43% | +26+0.1% | 加碼 |
| Demars Financial Group, LLC | 29,418 | $254.1 萬 | 1.28% | −1,802−5.8% | 減碼 |
| FDx Advisors, Inc. | 29,236 | $252.6 萬 | 0.09% | −12,296−29.6% | 減碼 |
| Davenport & Co LLC | 29,130 | $251.7 萬 | 0.02% | +1,602+5.8% | 加碼 |
| Parsons Capital Management Inc | 29,008 | $250.6 萬 | 0.19% | +274+1.0% | 加碼 |
| Icon Advisers Inc | 29,000 | $250.5 萬 | 0.43% | −26,000−47.3% | 減碼 |
| Becker Capital Management Inc | 28,919 | $249.8 萬 | 0.10% | −3,285−10.2% | 減碼 |
| Metropolitan Life Insurance Co | 28,872 | $249.4 萬 | 0.09% | −21,207−42.3% | 減碼 |
| Virginia Wealth Management Group, Inc. | 30,517 | $248.8 萬 | 2.23% | +3,183+11.6% | 加碼 |
| Central Trust Co | 28,751 | $248.4 萬 | 0.07% | +557+2.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 28,703 | $247.9 萬 | 0.03% | +717+2.6% | 加碼 |
| CIBC World Markets Corp | 28,449 | $245.8 萬 | 0.02% | −145,794−83.7% | 減碼 |
| Adell Harriman & Carpenter Inc | 28,367 | $245.1 萬 | 0.24% | +21,970+343.4% | 加碼 |
| LexAurum Advisors, LLC | 28,359 | $245.0 萬 | 0.80% | +28,359 | 新進 |
| Silvercrest Asset Management Group LLC | 28,167 | $243.4 萬 | 0.02% | +17,105+154.6% | 加碼 |
| Yaupon Capital Management LP | 28,171 | $243.4 萬 | 1.32% | +28,171 | 新進 |
| Resources Investment Advisors, LLC. | 28,115 | $242.9 萬 | 0.09% | −228−0.8% | 減碼 |
| CFM Wealth Partners LLC | 27,718 | $239.5 萬 | 0.57% | +10,891+64.7% | 加碼 |
| Prio Wealth Limited Partnership | 27,419 | $236.9 萬 | 0.08% | 00.0% | 不變 |
| SG Americas Securities, LLC | 27,422 | $236.9 萬 | 0.02% | +1,673+6.5% | 加碼 |
| New Mexico Educational Retirement Board | 27,228 | $235.2 萬 | 0.09% | +500+1.9% | 加碼 |
| Unison Advisors LLC | 27,050 | $233.7 萬 | 0.56% | +338+1.3% | 加碼 |
| Ziegler Capital Management, LLC | 27,256 | $232.3 萬 | 0.10% | −264−1.0% | 減碼 |
| Shelton Capital Management | 26,856 | $232.0 萬 | 0.09% | +105+0.4% | 加碼 |
| Johnson Investment Counsel Inc | 26,748 | $231.1 萬 | 0.03% | −218−0.8% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 26,549 | $229.4 萬 | 0.24% | −1,669−5.9% | 減碼 |
| Poehling Capital Management, LLC | 26,507 | $229.0 萬 | 0.71% | +26+0.1% | 加碼 |
| Wedbush Securities Inc | 26,461 | $228.6 萬 | 0.10% | +6,526+32.7% | 加碼 |
| Principle Wealth Partners LLC | 26,405 | $228.1 萬 | 0.24% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 26,386 | $228.0 萬 | 0.18% | −724−2.7% | 減碼 |
| People's United Financial, Inc. | 26,208 | $226.4 萬 | 0.06% | −3,707−12.4% | 減碼 |
| Garrison Asset Management, LLC | 25,901 | $223.8 萬 | 1.26% | +35+0.1% | 加碼 |
| German American Bancorp, Inc. | 25,723 | $222.3 萬 | 0.32% | +183+0.7% | 加碼 |
| Mattern Wealth Management LLC | 25,533 | $220.6 萬 | 0.72% | +6,412+33.5% | 加碼 |
| Regions Financial Corp | 25,487 | $220.2 萬 | 0.02% | −2,532−9.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 25,469 | $220.0 萬 | 0.11% | −1,121−4.2% | 減碼 |
| SevenBridge Financial Group, LLC | 25,390 | $219.3 萬 | 0.77% | −2,228−8.1% | 減碼 |
| Prudential PLC | 25,382 | $219.3 萬 | 0.03% | +14,659+136.7% | 加碼 |
| Taika Capital, LP | 25,100 | $216.8 萬 | 1.09% | +25,100 | 新進 |
| Gladstone Institutional Advisory LLC | 25,003 | $216.0 萬 | 0.15% | −9,221−26.9% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 24,892 | $215.0 萬 | 0.07% | +108+0.4% | 加碼 |
| Stevens Capital Management LP | 24,703 | $213.4 萬 | 0.47% | +10,223+70.6% | 加碼 |
| Myriad Asset Management Ltd. | 24,600 | $212.5 萬 | 0.31% | +24,600 | 新進 |
| O'Keefe Stevens Advisory, Inc. | 24,471 | $211.4 萬 | 1.03% | −149−0.6% | 減碼 |
| Argyle Capital Management Inc. | 24,269 | $209.7 萬 | 0.68% | −966−3.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 24,085 | $208.1 萬 | 0.08% | +350+1.5% | 加碼 |
| River Wealth Advisors LLC | 24,019 | $207.5 萬 | 0.33% | +342+1.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 23,963 | $207.0 萬 | 0.10% | +7,143+42.5% | 加碼 |
| Pinnacle Wealth Management, LLC | 23,932 | $206.7 萬 | 2.42% | −3,586−13.0% | 減碼 |
| Concentric Capital Strategies, LP | 23,500 | $203.0 萬 | 0.77% | +23,500 | 新進 |
| Federated Hermes, Inc. | 23,443 | $202.6 萬 | 0.00% | −30,597−56.6% | 減碼 |
| Cresset Asset Management, LLC | 23,461 | $202.6 萬 | 0.02% | +17,617+301.5% | 加碼 |
| Leonteq Securities AG | 23,338 | $201.6 萬 | 0.09% | +20,422+700.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 23,298 | $201.3 萬 | 0.04% | −791−3.3% | 減碼 |
| STRS Ohio | 23,225 | $200.6 萬 | 0.01% | −996−4.1% | 減碼 |
| TD Private Client Wealth LLC | 23,202 | $200.4 萬 | 0.09% | +5,979+34.7% | 加碼 |
| Green Square Capital Advisors LLC | 22,863 | $197.5 萬 | 0.31% | +407+1.8% | 加碼 |
| Omers Administration Corp | 22,800 | $197.0 萬 | 0.03% | +22,800 | 新進 |
| City Holding Co | 22,510 | $194.5 萬 | 0.32% | −50−0.2% | 減碼 |
| Corient Capital Partners, LLC | 22,494 | $194.3 萬 | 0.13% | +156+0.7% | 加碼 |
| Baxter Bros Inc | 22,076 | $190.7 萬 | 0.29% | +645+3.0% | 加碼 |
| TownSquare Capital, LLC | 21,845 | $188.7 萬 | 0.05% | +2,274+11.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 21,801 | $188.3 萬 | 0.04% | +2,675+14.0% | 加碼 |
| Quantitative Investment Management, LLC | 21,708 | $187.5 萬 | 0.20% | +21,708 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 21,666 | $187.2 萬 | 0.04% | +1,954+9.9% | 加碼 |
| MAI Capital Management | 21,665 | $187.2 萬 | 0.03% | +8,031+58.9% | 加碼 |
| HBK Sorce Advisory LLC | 21,654 | $187.1 萬 | 0.10% | +612+2.9% | 加碼 |
| Wilen Investment Management Corp. | 21,716 | $186.8 萬 | 1.41% | −200−0.9% | 減碼 |
| Neville Rodie & Shaw Inc | 21,372 | $183.7 萬 | 0.14% | 00.0% | 不變 |
| FIL Ltd | 21,251 | $183.6 萬 | 0.00% | −1,891−8.2% | 減碼 |
| Strategic Financial Services, Inc, | 21,258 | $183.6 萬 | 0.14% | −663−3.0% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 21,109 | $182.4 萬 | 1.62% | +191+0.9% | 加碼 |
| apricus wealth, LLC | 20,385 | $181.2 萬 | 1.48% | +1,785+9.6% | 加碼 |
| Miracle Mile Advisors, LLC | 20,947 | $181.0 萬 | 0.08% | +14,886+245.6% | 加碼 |
| Koshinski Asset Management, Inc. | 20,856 | $180.2 萬 | 0.15% | +91+0.4% | 加碼 |
| Hartford Financial Management Inc. | 20,761 | $179.4 萬 | 0.43% | −107−0.5% | 減碼 |
| XML Financial, LLC | 20,658 | $178.5 萬 | 0.21% | +10.0% | 加碼 |
| First Nebraska Trust Co | 20,641 | $178.3 萬 | 0.21% | −100−0.5% | 減碼 |
| Cardinal Capital Management | 20,620 | $178.1 萬 | 0.36% | +1,045+5.3% | 加碼 |
| Thrivent Financial for Lutherans | 20,574 | $177.7 萬 | 0.00% | +1,368+7.1% | 加碼 |