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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 4,610 | $37.8 萬 | 0.06% | −400−8.0% | 減碼 |
| Comerica Securities,inc. | 4,606 | $37.8 萬 | 0.03% | +162+3.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,606 | $37.8 萬 | 0.09% | +4,606 | 新進 |
| Tradewinds, LLC. | 4,617 | $37.9 萬 | 0.26% | +4,617 | 新進 |
| Hexagon Capital Partners LLC | 4,638 | $38.0 萬 | 0.11% | −715−13.4% | 減碼 |
| Riverwater Partners LLC | 4,640 | $38.0 萬 | 0.38% | −27−0.6% | 減碼 |
| Mill Capital Management, LLC | 4,647 | $38.1 萬 | 0.04% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 4,715 | $38.2 萬 | 0.42% | −100−2.1% | 減碼 |
| TD Waterhouse Canada Inc. | 4,330 | $38.2 萬 | 0.00% | −900−17.2% | 減碼 |
| Roberts Glore & Co Inc | 4,677 | $38.3 萬 | 0.13% | −75−1.6% | 減碼 |
| Integrated Wealth Concepts LLC | 4,672 | $38.3 萬 | 0.01% | +462+11.0% | 加碼 |
| Personal Cfo Solutions, LLC | 4,696 | $38.5 萬 | 0.09% | −259−5.2% | 減碼 |
| Successful Portfolios LLC | 4,690 | $38.5 萬 | 0.26% | −3−0.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,699 | $38.5 萬 | 0.00% | +211+4.7% | 加碼 |
| Austin Private Wealth, LLC | 4,696 | $38.5 萬 | 0.09% | +330+7.6% | 加碼 |
| Salient Capital Advisors, LLC | 4,693 | $38.5 萬 | 0.02% | +4,693 | 新進 |
| Transform Wealth, LLC | 4,711 | $38.6 萬 | 0.06% | −205−4.2% | 減碼 |
| Benjamin Edwards Inc | 4,717 | $38.7 萬 | 0.11% | −1,748−27.0% | 減碼 |
| Vise Technologies, Inc. | 4,737 | $38.8 萬 | 0.15% | −1,914−28.8% | 減碼 |
| Equitable Trust Co | 4,735 | $38.8 萬 | 0.03% | +4,735 | 新進 |
| S.A. Mason LLC | 4,744 | $38.9 萬 | 0.28% | 00.0% | 不變 |
| Orleans Capital Management Corp | 4,740 | $38.9 萬 | 0.29% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 4,754 | $39.0 萬 | 0.04% | +9+0.2% | 加碼 |
| OneAscent Wealth Management LLC | 4,752 | $39.0 萬 | 0.20% | +4,752 | 新進 |
| HighPoint Advisor Group LLC | 4,916 | $39.1 萬 | 0.04% | +4,916 | 新進 |
| Vantage Consulting Group Inc | 4,807 | $39.4 萬 | 0.22% | −1,230−20.4% | 減碼 |
| Syntax Advisors, LLC | 4,807 | $39.4 萬 | 0.33% | −1,230−20.4% | 減碼 |
| Eqis Capital Management, Inc. | 4,806 | $39.4 萬 | 0.04% | −2,465−33.9% | 減碼 |
| KCM Investment Advisors LLC | 4,814 | $39.5 萬 | 0.02% | +1,076+28.8% | 加碼 |
| Private Trust Co NA | 4,833 | $39.6 萬 | 0.06% | −1,283−21.0% | 減碼 |
| Intrinsic Value Partners, LLC | 4,829 | $39.6 萬 | 0.51% | −78−1.6% | 減碼 |
| Coastline Trust Co | 4,839 | $39.6 萬 | 0.06% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 4,835 | $39.6 萬 | 0.01% | +40+0.8% | 加碼 |
| Flputnam Investment Management Co | 4,844 | $39.7 萬 | 0.01% | −1,167−19.4% | 減碼 |
| ARS Investment Partners, LLC | 4,850 | $39.8 萬 | 0.05% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 4,855 | $39.8 萬 | 0.11% | +895+22.6% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,874 | $40.0 萬 | 0.13% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 4,888 | $40.1 萬 | 0.06% | +4,888 | 新進 |
| Vaughan David Investments LLC | 4,911 | $40.3 萬 | 0.01% | −121−2.4% | 減碼 |
| Conning Inc. | 4,911 | $40.3 萬 | 0.01% | −18−0.4% | 減碼 |
| Whitener Capital Management, Inc. | 4,920 | $40.3 萬 | 0.18% | +310+6.7% | 加碼 |
| Weik Capital Management | 4,940 | $40.5 萬 | 0.18% | 00.0% | 不變 |
| Altium Wealth Management LLC | 4,944 | $40.5 萬 | 0.03% | +28+0.6% | 加碼 |
| Nomura Holdings Inc | 4,811 | $40.6 萬 | 0.00% | −13,093−73.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,817 | $40.7 萬 | 0.12% | −710−12.8% | 減碼 |
| EP Wealth Advisors, LLC | 4,986 | $40.9 萬 | 0.01% | −91−1.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 5,013 | $41.0 萬 | 0.01% | −740−12.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 5,013 | $41.1 萬 | 0.05% | +154+3.2% | 加碼 |
| Gradient Investments LLC | 5,025 | $41.2 萬 | 0.01% | +2,640+110.7% | 加碼 |
| Wahed Invest LLC | 5,040 | $41.3 萬 | 0.25% | −458−8.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,076 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Probity Advisors, Inc. | 5,078 | $41.6 萬 | 0.10% | +110+2.2% | 加碼 |
| Gofen & Glossberg LLC | 5,077 | $41.6 萬 | 0.01% | +252+5.2% | 加碼 |
| Linscomb & Williams, Inc. | 5,097 | $41.8 萬 | 0.02% | −3,593−41.3% | 減碼 |
| Centaurus Financial, Inc. | 5,100 | $41.8 萬 | 0.04% | −2,867−36.0% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 4,700 | $41.8 萬 | 1.11% | +4,700 | 新進 |
| Garrison Point Advisors, LLC | 5,105 | $41.9 萬 | 0.35% | −300−5.6% | 減碼 |
| Moody National Bank Trust Division | 5,108 | $41.9 萬 | 0.04% | +5,108 | 新進 |
| Whittier Trust Co | 5,144 | $42.2 萬 | 0.01% | −65−1.2% | 減碼 |
| Inlet Private Wealth, LLC | 5,147 | $42.2 萬 | 0.12% | +20+0.4% | 加碼 |
| Brandywine Oak Private Wealth LLC | 5,193 | $42.5 萬 | 0.05% | +4+0.1% | 加碼 |
| Weaver Consulting Group | 5,194 | $42.6 萬 | 0.24% | −305−5.5% | 減碼 |
| Institutional & Family Asset Management, LLC | 5,239 | $43.0 萬 | 0.08% | −20.0% | 減碼 |
| FineMark National Bank & Trust | 5,243 | $43.0 萬 | 0.02% | +908+20.9% | 加碼 |
| Kovack Advisors, Inc. | 5,267 | $43.2 萬 | 0.06% | −265−4.8% | 減碼 |
| Trust Co of Toledo NA | 5,274 | $43.2 萬 | 0.08% | +23+0.4% | 加碼 |
| Connectus Wealth, LLC | 5,275 | $43.2 萬 | 0.01% | +5,275 | 新進 |
| Washington Trust Co | 5,270 | $43.3 萬 | 0.02% | −100−1.9% | 減碼 |
| Dividend Assets Capital, LLC | 5,327 | $43.7 萬 | 0.09% | −797−13.0% | 減碼 |
| Integrated Advisors Network LLC | 5,382 | $44.1 萬 | 0.03% | +174+3.3% | 加碼 |
| Patron Partners Advisors, LLC | 5,444 | $44.6 萬 | 0.35% | +125+2.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,463 | $44.7 萬 | 0.05% | +892+19.5% | 加碼 |
| Regent Investment Management LLC | 5,475 | $44.9 萬 | 0.13% | −10−0.2% | 減碼 |
| Outfitter Financial LLC | 5,500 | $45.1 萬 | 0.41% | 00.0% | 不變 |
| Enhancing Capital LLC | 5,500 | $45.1 萬 | 0.54% | 00.0% | 不變 |
| Brewin Dolphin Ltd | 5,500 | $45.1 萬 | 0.02% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 5,528 | $45.3 萬 | 0.00% | +1,423+34.7% | 加碼 |
| Campion Asset Management LLC | 5,596 | $45.9 萬 | 0.45% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 5,641 | $46.3 萬 | 0.10% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 5,660 | $46.4 萬 | 0.08% | −1,178−17.2% | 減碼 |
| Zacks Investment Management | 5,665 | $46.4 萬 | 0.01% | +5,665 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $46.5 萬 | 0.03% | +5,667 | 新進 |
| Cambridge Trust Co | 5,689 | $46.6 萬 | 0.02% | −80−1.4% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 5,701 | $46.7 萬 | 0.21% | +5,701 | 新進 |
| FRG Family Wealth Advisors LLC | 5,703 | $46.8 萬 | 0.11% | 00.0% | 不變 |
| Bivin & Associates, Inc. | 5,720 | $46.9 萬 | 0.50% | +200+3.6% | 加碼 |
| Valley Brook Capital Group | 5,731 | $46.9 萬 | 0.48% | +426+8.0% | 加碼 |
| Cutler Group LP | 5,744 | $47.0 萬 | 0.06% | −787−12.1% | 減碼 |
| Groesbeck Investment Management Corp | 5,746 | $47.1 萬 | 0.78% | −5−0.1% | 減碼 |
| Essex Savings Bank | 5,750 | $47.1 萬 | 0.18% | +11+0.2% | 加碼 |
| Waddell & Associates, LLC | 5,740 | $47.1 萬 | 0.10% | +5,740 | 新進 |
| Weatherly Asset Management L. P. | 5,757 | $47.2 萬 | 0.07% | −601−9.5% | 減碼 |
| Aspen Investment Management Inc | 5,818 | $47.7 萬 | 0.30% | +5,818 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 5,829 | $47.8 萬 | 0.09% | +23+0.4% | 加碼 |
| Fisher Asset Management, LLC | 5,861 | $48.1 萬 | 0.00% | −2,030−25.7% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,909 | $48.4 萬 | 0.12% | +7+0.1% | 加碼 |
| Roof Eidam & Maycock | 5,910 | $48.5 萬 | 0.18% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 5,917 | $48.5 萬 | 0.05% | +205+3.6% | 加碼 |
| Rosenberg Matthew Hamilton | 5,749 | $48.5 萬 | 0.18% | +91+1.6% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,941 | $48.7 萬 | 0.35% | −1,698−22.2% | 減碼 |