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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 13,371 | $115.5 萬 | 0.04% | +4,841+56.8% | 加碼 |
| National Asset Management, Inc. | 13,142 | $113.6 萬 | 0.04% | +1,122+9.3% | 加碼 |
| Fruth Investment Management | 13,045 | $112.6 萬 | 0.31% | +600+4.8% | 加碼 |
| Barry Investment Advisors, LLC | 13,025 | $112.5 萬 | 0.30% | +712+5.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 12,929 | $111.7 萬 | 0.08% | −150−1.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 12,902 | $111.5 萬 | 0.10% | +2,573+24.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 12,868 | $111.2 萬 | 0.41% | +450+3.6% | 加碼 |
| Steel Peak Wealth Management LLC | 12,813 | $110.7 萬 | 0.07% | +12,813 | 新進 |
| Procyon Private Wealth Partners, LLC | 12,755 | $110.2 萬 | 0.23% | +3,347+35.6% | 加碼 |
| Welch & Forbes LLC | 12,746 | $110.1 萬 | 0.02% | 00.0% | 不變 |
| DCM Advisors, LLC | 12,714 | $109.8 萬 | 0.39% | +1,051+9.0% | 加碼 |
| FORA Capital, LLC | 12,510 | $109.4 萬 | 0.20% | +8,349+200.6% | 加碼 |
| Delphia (USA) Inc. | 12,634 | $109.1 萬 | 0.82% | +12,634 | 新進 |
| Ar Asset Management Inc | 12,600 | $108.9 萬 | 0.28% | 00.0% | 不變 |
| Meixler Investment Management, Ltd. | 12,556 | $108.5 萬 | 1.06% | −5,133−29.0% | 減碼 |
| Bristol John W & Co Inc | 12,500 | $108.0 萬 | 0.02% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 12,448 | $107.5 萬 | 0.05% | +6,317+103.0% | 加碼 |
| HB Wealth Management, LLC | 12,416 | $107.3 萬 | 0.02% | +2,331+23.1% | 加碼 |
| Smith, Moore & Co. | 12,372 | $106.9 萬 | 0.15% | +443+3.7% | 加碼 |
| Palladium Partners LLC | 12,267 | $106.0 萬 | 0.05% | −675−5.2% | 減碼 |
| Bangor Savings Bank | 12,248 | $105.8 萬 | 0.11% | −433−3.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 12,198 | $105.4 萬 | 0.07% | +38+0.3% | 加碼 |
| Sigma Planning Corp | 12,166 | $105.1 萬 | 0.03% | +375+3.2% | 加碼 |
| 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 |
| Two Sigma Securities, LLC | 12,102 | $104.5 萬 | 0.15% | +12,102 | 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 |
| 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 |
| Hoylecohen, LLC | 11,997 | $103.6 萬 | 0.09% | −502−4.0% | 減碼 |
| South State Corp. | 11,913 | $102.8 萬 | 0.08% | +57+0.5% | 加碼 |
| Evercore Wealth Management, LLC | 11,890 | $102.7 萬 | 0.02% | −1,300−9.9% | 減碼 |
| Qtron Investments LLC | 11,844 | $102.3 萬 | 0.23% | +11,844 | 新進 |
| Boston Trust Walden Corp | 11,793 | $101.9 萬 | 0.01% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 11,773 | $101.7 萬 | 0.06% | +495+4.4% | 加碼 |
| Exeter Financial, LLC | 11,650 | $100.6 萬 | 0.55% | +150+1.3% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,469 | $99.1 萬 | 0.22% | −46−0.4% | 減碼 |
| Paragon Capital Management LLC | 11,448 | $98.9 萬 | 0.50% | +124+1.1% | 加碼 |
| 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 |
| Silvant Capital Management LLC | 11,373 | $98.3 萬 | 0.19% | −314−2.7% | 減碼 |
| Stock Yards Bank & Trust Co | 11,325 | $97.9 萬 | 0.05% | +514+4.8% | 加碼 |
| Inscription Capital, LLC | 11,200 | $96.8 萬 | 0.28% | −635−5.4% | 減碼 |
| Redpoint Investment Management Pty Ltd | 11,142 | $96.3 萬 | 0.10% | +682+6.5% | 加碼 |
| Parallel Advisors, LLC | 10,992 | $96.1 萬 | 0.04% | −1,728−13.6% | 減碼 |
| Pearl River Capital, LLC | 11,082 | $95.7 萬 | 0.26% | −28,920−72.3% | 減碼 |
| Capital Advisors Inc | 11,031 | $95.3 萬 | 0.03% | −15−0.1% | 減碼 |
| WBI Investments | 11,025 | $95.2 萬 | 0.15% | +11,025 | 新進 |
| HYA Advisors, Inc | 10,993 | $95.0 萬 | 0.33% | +6,369+137.7% | 加碼 |
| Aquila Investment Management LLC | 11,000 | $95.0 萬 | 0.54% | +11,000 | 新進 |
| Bayesian Capital Management, LP | 11,000 | $95.0 萬 | 0.14% | +11,000 | 新進 |
| Jeppson Wealth Management, LLC | 10,972 | $94.7 萬 | 0.44% | −110−1.0% | 減碼 |
| Cowa, LLC | 10,866 | $93.9 萬 | 0.47% | −2,768−20.3% | 減碼 |
| Clearbridge Investments, LLC | 10,847 | $93.7 萬 | 0.00% | −639−5.6% | 減碼 |
| 17 Capital Partners, LLC | 10,815 | $93.4 萬 | 0.97% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 10,745 | $92.8 萬 | 0.47% | −150−1.4% | 減碼 |
| Stockman Wealth Management, Inc. | 10,719 | $92.6 萬 | 0.19% | −92,908−89.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 10,721 | $92.6 萬 | 0.06% | +2,292+27.2% | 加碼 |
| Full Sail Capital, LLC | 10,519 | $90.9 萬 | 0.08% | +6,100+138.0% | 加碼 |
| Cannell Peter B & Co Inc | 10,479 | $90.5 萬 | 0.03% | 00.0% | 不變 |
| Strategic Wealth Advisors Group, LLC | 10,431 | $89.7 萬 | 0.03% | −1,067−9.3% | 減碼 |
| YHB Investment Advisors, Inc. | 10,344 | $89.4 萬 | 0.08% | −152−1.4% | 減碼 |
| Resources Management Corp | 10,315 | $89.1 萬 | 0.12% | +320+3.2% | 加碼 |
| Longfellow Investment Management Co LLC | 10,211 | $88.3 萬 | 0.14% | 00.0% | 不變 |
| Stillwater Investment Management, LLC | 10,060 | $86.9 萬 | 0.22% | +97+1.0% | 加碼 |
| Bradley Foster & Sargent Inc | 10,024 | $86.6 萬 | 0.02% | +3,897+63.6% | 加碼 |
| Anson Funds Management LP | 10,000 | $86.4 萬 | 0.12% | +10,000 | 新進 |
| Dearborn Partners LLC | 9,899 | $85.5 萬 | 0.03% | +755+8.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 9,888 | $85.4 萬 | 0.01% | +453+4.8% | 加碼 |
| Adirondack Trust Co | 9,787 | $84.5 萬 | 0.40% | +1,280+15.0% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 9,750 | $84.2 萬 | 0.08% | −120−1.2% | 減碼 |
| Vanguard Capital Wealth Advisors | 9,747 | $84.2 萬 | 0.60% | +4,663+91.7% | 加碼 |
| AlphaStar Capital Management, LLC | 9,734 | $84.1 萬 | 0.07% | +9,734 | 新進 |
| Investors Research Corp | 9,723 | $84.0 萬 | 0.24% | 00.0% | 不變 |
| Summit Financial, LLC | 9,710 | $83.9 萬 | 0.07% | +992+11.4% | 加碼 |
| Energy Opportunities Capital Management, LLC | 9,705 | $83.8 萬 | 2.00% | +205+2.2% | 加碼 |
| Boenning & Scattergood, Inc. | 9,677 | $83.6 萬 | 0.13% | +1,968+25.5% | 加碼 |
| Columbia Trust Co 01012016 | 9,980 | $82.7 萬 | 0.39% | +2,370+31.1% | 加碼 |
| Eudaimonia Partners, LLC | 9,500 | $82.1 萬 | 0.14% | +9,500 | 新進 |
| Martingale Asset Management L P | 9,480 | $81.9 萬 | 0.01% | +9,480 | 新進 |
| Harbor Investment Advisory, LLC | 9,474 | $81.8 萬 | 0.11% | +1,759+22.8% | 加碼 |
| Valeo Financial Advisors, LLC | 9,453 | $81.7 萬 | 0.04% | +450+5.0% | 加碼 |
| Clear Street Markets LLC | 9,442 | $81.6 萬 | 0.24% | +3,696+64.3% | 加碼 |
| First National Trust Co | 9,356 | $80.8 萬 | 0.04% | +209+2.3% | 加碼 |
| Miller Howard Investments Inc | 9,348 | $80.8 萬 | 0.03% | +4,175+80.7% | 加碼 |
| V Wealth Advisors LLC | 9,315 | $80.5 萬 | 0.13% | −379−3.9% | 減碼 |
| Jacobi Capital Management LLC | 9,284 | $80.2 萬 | 0.10% | +76+0.8% | 加碼 |
| Epoch Investment Partners, Inc. | 9,262 | $80.0 萬 | 0.00% | +3,962+74.8% | 加碼 |
| IndexIQ Advisors LLC | 9,242 | $79.9 萬 | 0.03% | +28+0.3% | 加碼 |
| Citizens Financial Group Inc | 9,232 | $79.8 萬 | 0.03% | +155+1.7% | 加碼 |
| Wealthsource Partners, LLC | 9,240 | $79.8 萬 | 0.05% | +717+8.4% | 加碼 |
| Mystic Asset Management, Inc. | 9,234 | $79.7 萬 | 0.43% | +515+5.9% | 加碼 |
| Snowden Capital Advisors LLC | 9,229 | $79.7 萬 | 0.03% | +5,534+149.8% | 加碼 |
| Parcion Private Wealth LLC | 9,112 | $79.6 萬 | 0.07% | −106−1.1% | 減碼 |
| Delta Financial Advisors LLC | 9,204 | $79.5 萬 | 0.34% | +10.0% | 加碼 |
| Rowland & Co Investment Counsel | 9,156 | $79.1 萬 | 0.18% | +100+1.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 9,074 | $78.4 萬 | 0.11% | −190−2.1% | 減碼 |
| Haverford Trust Co | 9,045 | $78.1 萬 | 0.01% | −937−9.4% | 減碼 |
| Karpas Strategies, LLC | 8,903 | $76.9 萬 | 0.24% | 00.0% | 不變 |