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 2 季 13F 持有人
Phillips 66 在 2022/6/30 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
- 1,445
- 較 2022 年第 1 季 +12 家
- 持有股數
- 3.45 億
- 較 2022 年第 1 季 +1,023 萬 (+3.1%)
- 總市值
- $283.3 億
- 較 2022 年第 1 季 −$5.91 億 (−2.0%)
- 新進機構
- 128
- 另有 596 家加碼
- 清倉機構
- 116
- 另有 464 家減碼
另有 18 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 2,663 | $21.8 萬 | 0.01% | −293−9.9% | 減碼 |
| Solidarilty Wealth, LLC | 2,444 | $21.8 萬 | 0.12% | −401−14.1% | 減碼 |
| Plancorp, LLC | 2,669 | $21.9 萬 | 0.01% | −165−5.8% | 減碼 |
| Monetary Management Group Inc | 2,677 | $21.9 萬 | 0.07% | 00.0% | 不變 |
| SBB Research Group LLC | 2,671 | $21.9 萬 | 0.09% | +25+0.9% | 加碼 |
| Everhart Financial Group, Inc. | 2,676 | $21.9 萬 | 0.13% | +2,676 | 新進 |
| CFO4Life Group, LLC | 2,661 | $22.0 萬 | 0.05% | +44+1.7% | 加碼 |
| Investment Partners, Ltd. | 2,695 | $22.1 萬 | 0.11% | −28−1.0% | 減碼 |
| Port Capital LLC | 2,706 | $22.2 萬 | 0.02% | −87−3.1% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $22.2 萬 | 0.09% | 00.0% | 不變 |
| Bell Bank | 2,721 | $22.3 萬 | 0.03% | +378+16.1% | 加碼 |
| IVC Wealth Advisors LLC | 2,736 | $22.4 萬 | 0.17% | +5+0.2% | 加碼 |
| Northwest Bancshares, Inc. | 2,726 | $22.4 萬 | 0.05% | +200+7.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 2,747 | $22.5 萬 | 0.01% | −708−20.5% | 減碼 |
| Staley Capital Advisers Inc | 2,740 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 2,753 | $22.6 萬 | 0.02% | +10.0% | 加碼 |
| Lake Street Financial LLC | 2,762 | $22.6 萬 | 0.05% | +2,762 | 新進 |
| Manchester Capital Management LLC | 2,784 | $22.8 萬 | 0.04% | −2,959−51.5% | 減碼 |
| HCR Wealth Advisors | 2,791 | $22.9 萬 | 0.05% | +12+0.4% | 加碼 |
| Douglass Winthrop Advisors, LLC | 2,796 | $22.9 萬 | 0.01% | +71+2.6% | 加碼 |
| Magnus Financial Group LLC | 2,801 | $23.0 萬 | 0.04% | +414+17.3% | 加碼 |
| TrinityPoint Wealth, LLC | 2,816 | $23.1 萬 | 0.05% | +2+0.1% | 加碼 |
| Pinnacle Private Wealth, LLC | 2,833 | $23.2 萬 | 0.09% | −708−20.0% | 減碼 |
| MJP Associates Inc | 2,834 | $23.2 萬 | 0.07% | +2,834 | 新進 |
| Little House Capital LLC | 2,866 | $23.5 萬 | 0.13% | −98−3.3% | 減碼 |
| Aries Wealth Management | 2,868 | $23.5 萬 | 0.11% | +2,868 | 新進 |
| Leisure Capital Management | 2,882 | $23.6 萬 | 0.12% | 00.0% | 不變 |
| Carl Stuart Investment Advisor, Inc | 2,863 | $23.6 萬 | 0.21% | 00.0% | 不變 |
| Rossmore Private Capital | 2,879 | $23.6 萬 | 0.04% | +78+2.8% | 加碼 |
| CWS Financial Advisors, LLC | 2,875 | $23.6 萬 | 0.11% | +102+3.7% | 加碼 |
| Stamos Capital Partners, L.P. | 2,880 | $23.6 萬 | 0.07% | +2,880 | 新進 |
| Trust Co of Virginia | 2,890 | $23.7 萬 | 0.03% | +476+19.7% | 加碼 |
| Quantinno Capital Management LP | 2,896 | $23.7 萬 | 0.03% | +2,896 | 新進 |
| West Paces Advisors Inc. | 2,896 | $23.7 萬 | 0.08% | −130−4.3% | 減碼 |
| CWA Asset Management Group, LLC | 2,906 | $23.8 萬 | 0.02% | +2,906 | 新進 |
| IFG Advisory, LLC | 2,933 | $23.9 萬 | 0.03% | −528−15.3% | 減碼 |
| Natixis Investment Managers International | 2,922 | $23.9 萬 | 0.00% | +2,922 | 新進 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $24.0 萬 | 0.13% | 00.0% | 不變 |
| Quilter Plc | 2,928 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Stiles Financial Services Inc | 2,933 | $24.0 萬 | 0.14% | +18+0.6% | 加碼 |
| First Citizens Bank & Trust Co | 2,921 | $24.0 萬 | 0.01% | +68+2.4% | 加碼 |
| Atlas Capital Advisors LLC | 2,933 | $24.0 萬 | 0.04% | +165+6.0% | 加碼 |
| Axxcess Wealth Management, LLC | 2,963 | $24.3 萬 | 0.02% | −128−4.1% | 減碼 |
| Trust Co of Vermont | 2,965 | $24.3 萬 | 0.02% | +48+1.6% | 加碼 |
| SFMG, LLC | 2,966 | $24.3 萬 | 0.03% | +2,966 | 新進 |
| Davidson Trust Co | 2,976 | $24.4 萬 | 0.22% | −260−8.0% | 減碼 |
| Laidlaw Wealth Management LLC | 2,994 | $24.5 萬 | 0.05% | +185+6.6% | 加碼 |
| Merrion Investment Management Co, LLC | 3,000 | $24.6 萬 | 0.24% | 00.0% | 不變 |
| Murphy Pohlad Asset Management LLC | 3,015 | $24.7 萬 | 0.11% | −800−21.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 3,032 | $24.8 萬 | 0.03% | +113+3.9% | 加碼 |
| First National Bank of South Miami | 3,035 | $24.9 萬 | 0.17% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 2,868 | $24.9 萬 | 0.25% | 00.0% | 不變 |
| E&G Advisors, LP | 3,052 | $25.0 萬 | 0.08% | −300−8.9% | 減碼 |
| CoreCap Advisors, LLC | 3,050 | $25.0 萬 | 0.02% | +448+17.2% | 加碼 |
| Cadinha & Co LLC | 3,065 | $25.1 萬 | 0.06% | +250+8.9% | 加碼 |
| Kanawha Capital Management LLC | 3,074 | $25.2 萬 | 0.03% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 3,078 | $25.2 萬 | 0.05% | +3,078 | 新進 |
| M&R Capital Management Inc | 3,088 | $25.3 萬 | 0.07% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 3,087 | $25.3 萬 | 0.21% | +3,087 | 新進 |
| Sutton Wealth Advisors Inc. | 3,089 | $25.3 萬 | 0.10% | +544+21.4% | 加碼 |
| Pendal Group Limited | 3,100 | $25.4 萬 | 0.00% | −3,345−51.9% | 減碼 |
| Pflug Koory, LLC | 3,095 | $25.4 萬 | 0.15% | +10.0% | 加碼 |
| Capital Analysts, LLC | 3,100 | $25.4 萬 | 0.02% | +100+3.3% | 加碼 |
| Thrive Wealth Management, LLC | 3,126 | $25.6 萬 | 0.09% | −135−4.1% | 減碼 |
| Whalerock Point Partners, LLC | 3,119 | $25.6 萬 | 0.11% | 00.0% | 不變 |
| We Are One Seven, LLC | 3,118 | $25.6 萬 | 0.04% | +458+17.2% | 加碼 |
| Beaton Management Co. Inc. | 3,131 | $25.7 萬 | 0.18% | −75−2.3% | 減碼 |
| AdvisorNet Financial, Inc | 3,144 | $25.8 萬 | 0.03% | +350+12.5% | 加碼 |
| Foundations Investment Advisors, LLC | 3,241 | $25.8 萬 | 0.01% | +3,241 | 新進 |
| Brighton Jones LLC | 3,158 | $25.9 萬 | 0.01% | +671+27.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,177 | $26.1 萬 | 0.02% | +495+18.5% | 加碼 |
| Sentry Investment Management LLC | 3,197 | $26.2 萬 | 0.12% | −481−13.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,200 | $26.2 萬 | 0.02% | 00.0% | 不變 |
| Advisor Resource Council | 3,201 | $26.2 萬 | 0.02% | +3,201 | 新進 |
| MSH Capital Advisors LLC | 3,200 | $26.2 萬 | 0.12% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 3,207 | $26.3 萬 | 0.01% | +482+17.7% | 加碼 |
| Ontario Teachers Pension Plan Board | 3,225 | $26.4 萬 | 0.00% | −3,399−51.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,231 | $26.5 萬 | 0.04% | +738+29.6% | 加碼 |
| Blue Edge Capital, LLC | 3,251 | $26.7 萬 | 0.06% | +4+0.1% | 加碼 |
| Chicago Trust Co NA | 3,253 | $26.7 萬 | 0.07% | −98−2.9% | 減碼 |
| Paragon Capital Management Ltd | 3,251 | $26.7 萬 | 0.07% | +3,251 | 新進 |
| DuPont Capital Management Corp | 3,284 | $26.9 萬 | 0.01% | +1,234+60.2% | 加碼 |
| WBH Advisory Inc | 3,298 | $27.0 萬 | 0.04% | −99−2.9% | 減碼 |
| Proequities, Inc. | 3,295 | $27.0 萬 | 0.02% | +369+12.6% | 加碼 |
| Independent Solutions Wealth Management, LLC | 3,309 | $27.1 萬 | 0.08% | +3,309 | 新進 |
| Excalibur Management Corp | 3,318 | $27.2 萬 | 0.14% | −233−6.6% | 減碼 |
| Ahrens Investment Partners LLC | 3,323 | $27.2 萬 | 0.12% | −200−5.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,318 | $27.2 萬 | 0.03% | +210+6.8% | 加碼 |
| GHP Investment Advisors, Inc. | 3,331 | $27.3 萬 | 0.02% | −210−5.9% | 減碼 |
| Gamble Jones Investment Counsel | 3,330 | $27.3 萬 | 0.02% | +3+0.1% | 加碼 |
| Allen Investment Management LLC | 3,342 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Ballew Advisors, Inc | 3,520 | $27.6 萬 | 0.25% | 00.0% | 不變 |
| Roosevelt Investment Group LLC | 3,376 | $27.7 萬 | 0.02% | +56+1.7% | 加碼 |
| First National Advisers, LLC | 3,403 | $27.9 萬 | 0.58% | +3,403 | 新進 |
| Buckingham Strategic Partners | 3,416 | $28.0 萬 | 0.02% | +85+2.6% | 加碼 |
| Tolleson Wealth Management, Inc. | 3,425 | $28.1 萬 | 0.08% | 00.0% | 不變 |
| Busey Wealth Management | 3,435 | $28.2 萬 | 0.01% | −881−20.4% | 減碼 |
| Jmac Enterprises LLC | 3,435 | $28.2 萬 | 0.07% | −200−5.5% | 減碼 |
| Spinnaker Trust | 3,441 | $28.2 萬 | 0.02% | −20−0.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $28.2 萬 | 0.01% | 00.0% | 不變 |