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 |
|---|---|---|---|---|---|
| Bank of Hawaii | 8,888 | $76.8 萬 | 0.04% | +120+1.4% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,788 | $75.9 萬 | 0.15% | −502−5.4% | 減碼 |
| Hudson Valley Investment Advisors Inc | 8,760 | $75.7 萬 | 0.10% | −1,750−16.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,723 | $75.4 萬 | 0.01% | +3,650+71.9% | 加碼 |
| Linscomb & Williams, Inc. | 8,690 | $75.1 萬 | 0.04% | +729+9.2% | 加碼 |
| CoreCommodity Management, LLC | 8,672 | $74.9 萬 | 0.16% | −89−1.0% | 減碼 |
| Castleark Management LLC | 8,648 | $74.7 萬 | 0.03% | +8,648 | 新進 |
| Covenant Partners, LLC | 8,580 | $74.1 萬 | 0.30% | +8,580 | 新進 |
| North Star Investment Management Corp. | 8,547 | $73.8 萬 | 0.06% | +40.0% | 加碼 |
| TD Ameritrade Investment Management, LLC | 8,548 | $73.8 萬 | 0.01% | +586+7.4% | 加碼 |
| Empirical Finance, LLC | 8,504 | $73.5 萬 | 0.08% | +1,829+27.4% | 加碼 |
| BerganKDV Wealth Management, LLC | 8,498 | $73.4 萬 | 0.08% | +196+2.4% | 加碼 |
| Verdence Capital Advisors LLC | 8,440 | $72.9 萬 | 0.08% | +292+3.6% | 加碼 |
| Edge Capital Group, LLC | 8,412 | $72.7 萬 | 0.05% | +12+0.1% | 加碼 |
| Graham Capital Management, L.P. | 8,384 | $72.4 萬 | 0.03% | +8,384 | 新進 |
| Bridge Creek Capital Management LLC | 8,352 | $72.2 萬 | 0.24% | −17,785−68.0% | 減碼 |
| Wimmer Associates 1, LLC | 8,344 | $72.1 萬 | 0.40% | +259+3.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,347 | $72.1 萬 | 0.05% | +2,454+41.6% | 加碼 |
| Charter Trust Co | 8,318 | $71.9 萬 | 0.06% | −8,471−50.5% | 減碼 |
| Baker Ellis Asset Management LLC | 8,319 | $71.9 萬 | 0.13% | +99+1.2% | 加碼 |
| Bank Ozk | 8,306 | $71.8 萬 | 0.31% | +416+5.3% | 加碼 |
| Independent Advisor Alliance | 8,259 | $71.4 萬 | 0.03% | +493+6.3% | 加碼 |
| Fiduciary Group LLC | 7,813 | $71.3 萬 | 0.09% | +209+2.7% | 加碼 |
| Patten Group, Inc. | 8,204 | $70.9 萬 | 0.20% | +1,401+20.6% | 加碼 |
| Scotia Capital Inc. | 8,206 | $70.9 萬 | 0.00% | +4,243+107.1% | 加碼 |
| Mutual Advisors, LLC | 8,212 | $70.9 萬 | 0.04% | +4,683+132.7% | 加碼 |
| Cigna Investments Inc | 8,187 | $70.8 萬 | 0.09% | −1,644−16.7% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 8,191 | $70.8 萬 | 0.17% | 00.0% | 不變 |
| Ferris Capital, LLC | 8,125 | $70.2 萬 | 0.16% | 00.0% | 不變 |
| Hennessy Advisors Inc | 8,100 | $70.0 萬 | 0.04% | +8,100 | 新進 |
| Belpointe Asset Management LLC | 8,084 | $69.8 萬 | 0.04% | +400+5.2% | 加碼 |
| Doheny Asset Management | 8,054 | $69.6 萬 | 0.51% | −750−8.5% | 減碼 |
| Confluence Wealth Services, Inc. | 8,055 | $69.5 萬 | 0.25% | −6,156−43.3% | 減碼 |
| Peoples Bank | 8,030 | $69.4 萬 | 0.35% | +800+11.1% | 加碼 |
| Centaurus Financial, Inc. | 7,967 | $68.8 萬 | 0.05% | −169−2.1% | 減碼 |
| True North Advisors, LLC | 7,933 | $68.5 萬 | 0.18% | +450+6.0% | 加碼 |
| Fisher Asset Management, LLC | 7,891 | $68.2 萬 | 0.00% | +2,045+35.0% | 加碼 |
| Heron Financial Group, LLC | 7,853 | $67.8 萬 | 0.35% | −200−2.5% | 減碼 |
| Massmutual Trust Co FSB | 7,841 | $67.7 萬 | 0.03% | +232+3.0% | 加碼 |
| WealthTrust Axiom LLC | 7,774 | $67.1 萬 | 0.21% | −38−0.5% | 減碼 |
| Bull Street Advisors, LLC | 7,751 | $67.0 萬 | 0.33% | 00.0% | 不變 |
| Colony Group LLC | 7,759 | $67.0 萬 | 0.01% | +2,473+46.8% | 加碼 |
| Toroso Investments, LLC | 7,741 | $66.9 萬 | 0.02% | +4,053+109.9% | 加碼 |
| Banque Cantonale Vaudoise | 7,702 | $66.5 萬 | 0.03% | 00.0% | 不變 |
| Islay Capital Management, LLC | 7,670 | $66.3 萬 | 0.55% | −1,207−13.6% | 減碼 |
| Csenge Advisory Group | 7,649 | $66.1 萬 | 0.05% | +2,619+52.1% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,639 | $66.0 萬 | 0.42% | +140+1.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 7,643 | $66.0 萬 | 0.11% | +4,713+160.9% | 加碼 |
| Institute for Wealth Management, LLC. | 7,595 | $65.6 萬 | 0.11% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 7,590 | $65.6 萬 | 0.06% | +1,929+34.1% | 加碼 |
| AMG National Trust Bank | 7,576 | $65.5 萬 | 0.02% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 7,554 | $65.3 萬 | 0.06% | +3,394+81.6% | 加碼 |
| ICA Group Wealth Management, LLC | 6,156 | $65.3 萬 | 0.12% | +6,156 | 新進 |
| American Trust | 7,538 | $65.2 萬 | 0.04% | −863−10.3% | 減碼 |
| IBM Retirement Fund | 7,449 | $64.4 萬 | 0.09% | +157+2.2% | 加碼 |
| XTX Topco Ltd | 7,421 | $64.1 萬 | 0.28% | +4,017+118.0% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,405 | $64.0 萬 | 0.21% | +45+0.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 7,409 | $64.0 萬 | 0.36% | +54+0.7% | 加碼 |
| Glenview Trust Co | 7,377 | $63.7 萬 | 0.02% | 00.0% | 不變 |
| First Manhattan Co | 7,381 | $63.7 萬 | 0.00% | +27+0.4% | 加碼 |
| Aull & Monroe Investment Management Corp | 7,377 | $63.7 萬 | 0.29% | +300+4.2% | 加碼 |
| Veriti Management LLC | 7,369 | $63.7 萬 | 0.08% | +1,385+23.1% | 加碼 |
| Caldwell Trust Co | 7,363 | $63.6 萬 | 0.08% | −1,545−17.3% | 減碼 |
| Thomas White International Ltd | 7,300 | $63.1 萬 | 0.11% | 00.0% | 不變 |
| BMS Financial Advisors, LLC | 7,302 | $63.1 萬 | 0.40% | +132+1.8% | 加碼 |
| Retirement Group, LLC | 7,289 | $63.0 萬 | 0.24% | +605+9.1% | 加碼 |
| Eqis Capital Management, Inc. | 7,271 | $62.8 萬 | 0.06% | +7,271 | 新進 |
| Americana Partners, LLC | 7,322 | $62.7 萬 | 0.19% | +1,355+22.7% | 加碼 |
| CIBC World Markets Inc. | 7,236 | $62.5 萬 | 0.00% | +2,766+61.9% | 加碼 |
| Seeyond | 7,218 | $62.3 萬 | 0.06% | +2,483+52.4% | 加碼 |
| Navalign, LLC | 7,490 | $62.2 萬 | 0.26% | +404+5.7% | 加碼 |
| American Portfolios Advisors | 7,178 | $62.0 萬 | 0.02% | +511+7.7% | 加碼 |
| Birmingham Capital Management Co Inc | 7,145 | $61.7 萬 | 0.21% | +156+2.2% | 加碼 |
| America First Investment Advisors, LLC | 7,080 | $61.2 萬 | 0.18% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 7,056 | $61.0 萬 | 0.14% | −1,702−19.4% | 減碼 |
| Greenleaf Trust | 7,035 | $60.8 萬 | 0.01% | −452−6.0% | 減碼 |
| Drive Wealth Management, LLC | 7,030 | $60.7 萬 | 0.51% | −890−11.2% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $60.7 萬 | 0.37% | 00.0% | 不變 |
| Cypress Capital Management LLC | 7,012 | $60.6 萬 | 0.08% | −454−6.1% | 減碼 |
| Cladis Investment Advisory, LLC | 6,969 | $60.2 萬 | 0.49% | −20−0.3% | 減碼 |
| Ieq Capital, LLC | 6,966 | $60.2 萬 | 0.01% | +889+14.6% | 加碼 |
| Metis Global Partners, LLC | 6,979 | $60.2 萬 | 0.07% | +3,157+82.6% | 加碼 |
| Covington Capital Management | 6,958 | $60.1 萬 | 0.02% | 00.0% | 不變 |
| Nations Financial Group Inc, | 6,942 | $60.0 萬 | 0.07% | +3,201+85.6% | 加碼 |
| Gamco Investors, Inc. Et Al | 6,905 | $59.7 萬 | 0.01% | −950−12.1% | 減碼 |
| Corsicana & Co. | 6,872 | $59.4 萬 | 0.38% | +470+7.3% | 加碼 |
| Hilltop Holdings Inc. | 6,866 | $59.3 萬 | 0.07% | −815−10.6% | 減碼 |
| Lincoln Capital LLC | 6,862 | $59.3 萬 | 0.14% | −180−2.6% | 減碼 |
| Blueshift Asset Management, LLC | 6,838 | $59.1 萬 | 0.05% | −25,798−79.0% | 減碼 |
| Chelsea Counsel Co | 6,804 | $58.8 萬 | 0.26% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 6,715 | $58.0 萬 | 0.06% | 00.0% | 不變 |
| Atlas Private Wealth Management | 6,698 | $57.9 萬 | 0.34% | +767+12.9% | 加碼 |
| 1st Source Bank | 6,706 | $57.9 萬 | 0.04% | +895+15.4% | 加碼 |
| Vise Technologies, Inc. | 6,651 | $57.5 萬 | 0.22% | −1,866−21.9% | 減碼 |
| Peapack Gladstone Financial Corp | 6,656 | $57.5 萬 | 0.01% | −788−10.6% | 減碼 |
| San Luis Wealth Advisors LLC | 7,937 | $57.5 萬 | 0.28% | +7,937 | 新進 |
| Ontario Teachers Pension Plan Board | 6,624 | $57.2 萬 | 0.01% | −6,507−49.6% | 減碼 |
| Wealth Alliance | 6,612 | $57.1 萬 | 0.12% | +189+2.9% | 加碼 |
| Forum Financial Management, LP | 6,619 | $57.1 萬 | 0.03% | +237+3.7% | 加碼 |
| RFG Advisory, LLC | 6,605 | $57.1 萬 | 0.04% | +514+8.4% | 加碼 |