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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 5,510 | $48.7 萬 | 0.09% | −646−10.5% | 減碼 |
| Graham Capital Management, L.P. | 5,956 | $48.8 萬 | 0.02% | −2,428−29.0% | 減碼 |
| Stockman Wealth Management, Inc. | 5,968 | $48.9 萬 | 0.12% | −4,751−44.3% | 減碼 |
| Clarius Group, LLC | 5,970 | $48.9 萬 | 0.05% | +155+2.7% | 加碼 |
| Lido Advisors, LLC | 5,999 | $49.1 萬 | 0.01% | +475+8.6% | 加碼 |
| Heck Capital Advisors, LLC | 6,021 | $49.4 萬 | 0.10% | 00.0% | 不變 |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $49.6 萬 | 0.22% | 00.0% | 不變 |
| Argent Trust Co | 6,043 | $49.6 萬 | 0.03% | +132+2.2% | 加碼 |
| Peoples Financial Services Corp. | 6,060 | $49.7 萬 | 0.24% | −477−7.3% | 減碼 |
| Maven Securities LTD | 6,059 | $49.7 萬 | 0.09% | +6,059 | 新進 |
| Allen Capital Group, LLC | 6,091 | $49.9 萬 | 0.10% | +10.0% | 加碼 |
| Valmark Advisers, Inc. | 6,086 | $49.9 萬 | 0.01% | +614+11.2% | 加碼 |
| Mission Wealth Management, LP | 6,141 | $50.4 萬 | 0.03% | +709+13.1% | 加碼 |
| Signaturefd, LLC | 6,162 | $50.5 萬 | 0.02% | +1,236+25.1% | 加碼 |
| Symmetry Partners, LLC | 6,174 | $50.6 萬 | 0.03% | 00.0% | 不變 |
| Cigna Investments Inc | 6,173 | $50.7 萬 | 0.10% | −2,014−24.6% | 減碼 |
| Deseret Mutual Benefit Administrators | 6,187 | $50.7 萬 | 0.11% | 00.0% | 不變 |
| Pacific Global Investment Management CO | 6,196 | $50.8 萬 | 0.12% | −5−0.1% | 減碼 |
| Coldstream Capital Management Inc | 6,208 | $50.9 萬 | 0.02% | +1,286+26.1% | 加碼 |
| American Financial Group Inc | 6,250 | $51.2 萬 | 0.17% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 6,259 | $51.3 萬 | 0.07% | −310−4.7% | 減碼 |
| Crescent Grove Advisors, LLC | 6,285 | $51.5 萬 | 0.05% | +1,903+43.4% | 加碼 |
| Bennicas & Associates, Inc. | 6,300 | $51.7 萬 | 0.30% | 00.0% | 不變 |
| Wealth Alliance | 6,318 | $51.8 萬 | 0.10% | −294−4.4% | 減碼 |
| Spire Wealth Management | 6,315 | $51.8 萬 | 0.02% | −263−4.0% | 減碼 |
| MCF Advisors LLC | 6,334 | $51.9 萬 | 0.05% | +387+6.5% | 加碼 |
| Covington Capital Management | 6,341 | $52.0 萬 | 0.02% | −617−8.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,344 | $52.0 萬 | 0.03% | +1,480+30.4% | 加碼 |
| South Street Advisors LLC | 6,420 | $52.6 萬 | 0.12% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 6,436 | $52.8 萬 | 0.21% | −78−1.2% | 減碼 |
| Westhampton Capital, LLC | 6,453 | $52.9 萬 | 0.37% | 00.0% | 不變 |
| Savant Capital, LLC | 6,474 | $53.1 萬 | 0.02% | +676+11.7% | 加碼 |
| Teza Capital Management LLC | 6,475 | $53.1 萬 | 0.20% | +6,475 | 新進 |
| Peapack Gladstone Financial Corp | 6,499 | $53.2 萬 | 0.01% | −157−2.4% | 減碼 |
| U S Global Investors Inc | 6,500 | $53.3 萬 | 0.03% | 00.0% | 不變 |
| Miller Investment Management, LP | 6,500 | $53.3 萬 | 0.11% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 6,518 | $53.4 萬 | 0.00% | −2,030−23.7% | 減碼 |
| Intrua Financial, LLC | 6,516 | $53.4 萬 | 0.11% | +30.0% | 加碼 |
| C2C Wealth Management, LLC | 6,267 | $53.5 萬 | 0.10% | 00.0% | 不變 |
| MQS Management LLC | 6,526 | $53.5 萬 | 0.37% | +3,082+89.5% | 加碼 |
| Sandy Spring Bank | 6,548 | $53.7 萬 | 0.03% | −34−0.5% | 減碼 |
| Vanguard Capital Wealth Advisors | 6,622 | $54.3 萬 | 0.61% | −3,125−32.1% | 減碼 |
| Atlas Private Wealth Management | 6,641 | $54.5 萬 | 0.37% | −57−0.9% | 減碼 |
| HighTower Trust Services, LTA | 6,598 | $54.6 萬 | 0.09% | −8−0.1% | 減碼 |
| Hunter Associates Investment Management LLC | 6,767 | $55.0 萬 | 0.14% | +6,767 | 新進 |
| Van Hulzen Asset Management, LLC | 6,715 | $55.1 萬 | 0.07% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 6,733 | $55.1 萬 | 0.19% | +1,766+35.6% | 加碼 |
| Charter Trust Co | 6,732 | $55.2 萬 | 0.04% | −1,586−19.1% | 減碼 |
| Duff & Phelps Investment Management Co | 6,729 | $55.2 萬 | 0.01% | +1,054+18.6% | 加碼 |
| Lincoln Capital LLC | 6,767 | $55.5 萬 | 0.16% | −95−1.4% | 減碼 |
| Transcend Wealth Collective, LLC | 6,783 | $55.6 萬 | 0.06% | −807−10.6% | 減碼 |
| 1st Source Bank | 6,799 | $55.7 萬 | 0.04% | +93+1.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 6,844 | $56.1 萬 | 0.07% | +380+5.9% | 加碼 |
| American Portfolios Advisors | 6,871 | $56.3 萬 | 0.02% | −307−4.3% | 減碼 |
| Cypress Capital Management LLC | 6,887 | $56.5 萬 | 0.08% | −125−1.8% | 減碼 |
| Cullinan Associates Inc | 6,900 | $56.6 萬 | 0.03% | +1,000+16.9% | 加碼 |
| Hilltop Holdings Inc. | 6,917 | $56.7 萬 | 0.08% | +51+0.7% | 加碼 |
| Drive Wealth Management, LLC | 6,923 | $56.8 萬 | 0.52% | −107−1.5% | 減碼 |
| Clearstead Advisors, LLC | 6,925 | $56.8 萬 | 0.04% | +760+12.3% | 加碼 |
| Caxton Associates LP | 6,967 | $57.1 萬 | 0.07% | +6,967 | 新進 |
| Cladis Investment Advisory, LLC | 6,969 | $57.1 萬 | 0.57% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $57.6 萬 | 0.41% | 00.0% | 不變 |
| America First Investment Advisors, LLC | 7,080 | $58.0 萬 | 0.19% | 00.0% | 不變 |
| Metis Global Partners, LLC | 7,077 | $58.1 萬 | 0.09% | +98+1.4% | 加碼 |
| Old National Bancorp | 7,074 | $58.1 萬 | 0.02% | +4,111+138.7% | 加碼 |
| Birmingham Capital Management Co Inc | 7,145 | $58.6 萬 | 0.23% | 00.0% | 不變 |
| Energy Opportunities Capital Management, LLC | 7,275 | $59.6 萬 | 1.71% | −2,430−25.0% | 減碼 |
| Navalign, LLC | 7,281 | $59.7 萬 | 0.26% | −209−2.8% | 減碼 |
| Thomas White International Ltd | 7,300 | $59.9 萬 | 0.12% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 7,356 | $60.3 萬 | 0.37% | +1,390+23.3% | 加碼 |
| Aull & Monroe Investment Management Corp | 7,377 | $60.5 萬 | 0.31% | 00.0% | 不變 |
| Mutual Advisors, LLC | 7,396 | $60.6 萬 | 0.04% | −816−9.9% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,393 | $60.6 萬 | 0.24% | −12−0.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 7,399 | $60.6 萬 | 0.41% | −10−0.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 7,388 | $60.6 萬 | 0.01% | +483+7.0% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 7,436 | $61.0 萬 | 0.17% | +380+5.4% | 加碼 |
| Caldwell Trust Co | 7,441 | $61.0 萬 | 0.08% | +78+1.1% | 加碼 |
| Corsicana & Co. | 7,472 | $61.3 萬 | 0.48% | +600+8.7% | 加碼 |
| Glenview Trust Co | 7,488 | $61.4 萬 | 0.02% | +111+1.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 7,584 | $62.2 萬 | 0.02% | +7,584 | 新進 |
| Hudson Valley Investment Advisors Inc | 7,588 | $62.2 萬 | 0.10% | −1,172−13.4% | 減碼 |
| Institute for Wealth Management, LLC. | 7,595 | $62.3 萬 | 0.12% | 00.0% | 不變 |
| First Manhattan Co | 7,604 | $62.3 萬 | 0.00% | +223+3.0% | 加碼 |
| AMG National Trust Bank | 7,576 | $62.5 萬 | 0.02% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 7,669 | $62.8 萬 | 0.12% | +26+0.3% | 加碼 |
| Islay Capital Management, LLC | 7,670 | $62.9 萬 | 0.66% | 00.0% | 不變 |
| Greenleaf Trust | 7,684 | $63.0 萬 | 0.01% | +649+9.2% | 加碼 |
| BMS Financial Advisors, LLC | 7,705 | $63.2 萬 | 0.41% | +403+5.5% | 加碼 |
| Erste Asset Management GmbH | 7,500 | $63.4 萬 | 0.01% | +7,500 | 新進 |
| Heron Financial Group, LLC | 7,743 | $63.5 萬 | 0.39% | −110−1.4% | 減碼 |
| Towle & Co | 7,740 | $63.5 萬 | 0.10% | +4,560+143.4% | 加碼 |
| Bull Street Advisors, LLC | 7,751 | $63.6 萬 | 0.34% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 7,783 | $63.8 萬 | 0.23% | +9+0.1% | 加碼 |
| Advisor OS, LLC | 7,781 | $63.8 萬 | 0.19% | +7,781 | 新進 |
| Massmutual Trust Co FSB | 7,813 | $64.1 萬 | 0.03% | −28−0.4% | 減碼 |
| Independent Advisor Alliance | 7,831 | $64.2 萬 | 0.04% | −428−5.2% | 減碼 |
| Financial Advocates Investment Management | 7,827 | $64.2 萬 | 0.05% | +4,003+104.7% | 加碼 |
| Bridge Creek Capital Management LLC | 7,881 | $64.6 萬 | 0.26% | −471−5.6% | 減碼 |
| Checchi Capital Advisers, LLC | 7,288 | $64.9 萬 | 0.06% | +1,164+19.0% | 加碼 |
| Ieq Capital, LLC | 7,929 | $65.0 萬 | 0.02% | +963+13.8% | 加碼 |