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 |
|---|---|---|---|---|---|
| Retirement Group, LLC | 7,993 | $65.5 萬 | 0.27% | +704+9.7% | 加碼 |
| Wimmer Associates 1, LLC | 8,054 | $66.0 萬 | 0.43% | −290−3.5% | 減碼 |
| Forum Financial Management, LP | 8,128 | $66.6 萬 | 0.03% | +1,509+22.8% | 加碼 |
| Bank Ozk | 8,182 | $67.1 萬 | 0.34% | −124−1.5% | 減碼 |
| Peoples Bank | 8,185 | $67.1 萬 | 0.41% | +155+1.9% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 8,191 | $67.2 萬 | 0.18% | 00.0% | 不變 |
| True North Advisors, LLC | 8,225 | $67.4 萬 | 0.21% | +292+3.7% | 加碼 |
| Dana Investment Advisors, Inc. | 8,263 | $67.7 萬 | 0.03% | +8,263 | 新進 |
| BerganKDV Wealth Management, LLC | 8,295 | $68.0 萬 | 0.08% | −203−2.4% | 減碼 |
| Baker Ellis Asset Management LLC | 8,319 | $68.2 萬 | 0.14% | 00.0% | 不變 |
| Colony Group LLC | 8,317 | $68.2 萬 | 0.01% | +558+7.2% | 加碼 |
| Banco BTG Pactual S.A. | 8,362 | $68.6 萬 | 0.44% | +8,362 | 新進 |
| Edge Capital Group, LLC | 8,400 | $68.9 萬 | 0.07% | −12−0.1% | 減碼 |
| Verdence Capital Advisors LLC | 8,426 | $69.1 萬 | 0.09% | −14−0.2% | 減碼 |
| Patten Group, Inc. | 8,480 | $70.0 萬 | 0.22% | +276+3.4% | 加碼 |
| North Star Investment Management Corp. | 8,551 | $70.1 萬 | 0.06% | +40.0% | 加碼 |
| CoreCommodity Management, LLC | 8,575 | $70.3 萬 | 0.18% | −97−1.1% | 減碼 |
| RFG Advisory, LLC | 8,445 | $70.7 萬 | 0.04% | +1,840+27.9% | 加碼 |
| Castleark Management LLC | 8,648 | $70.9 萬 | 0.04% | 00.0% | 不變 |
| Fiduciary Group LLC | 8,031 | $70.9 萬 | 0.09% | +218+2.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 8,664 | $71.0 萬 | 0.12% | −410−4.5% | 減碼 |
| Searle & Co. | 8,675 | $71.1 萬 | 0.28% | +3,000+52.9% | 加碼 |
| Marion Wealth Management | 8,687 | $71.2 萬 | 0.37% | −2,743−24.0% | 減碼 |
| Bank of Hawaii | 8,708 | $71.4 萬 | 0.05% | −180−2.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 8,735 | $71.6 萬 | 0.06% | +388+4.6% | 加碼 |
| CAPROCK Group, Inc. | 8,758 | $71.8 萬 | 0.07% | +1,204+15.9% | 加碼 |
| Belpointe Asset Management LLC | 8,782 | $72.0 萬 | 0.05% | +698+8.6% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,788 | $72.1 萬 | 0.16% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 8,790 | $72.1 萬 | 0.08% | +3,862+78.4% | 加碼 |
| Allstate Corp | 8,841 | $72.5 萬 | 0.02% | +3,739+73.3% | 加碼 |
| Karpas Strategies, LLC | 8,903 | $73.0 萬 | 0.26% | 00.0% | 不變 |
| Nations Financial Group Inc, | 8,897 | $73.0 萬 | 0.10% | +1,955+28.2% | 加碼 |
| Confluence Wealth Services, Inc. | 8,281 | $73.1 萬 | 0.32% | +226+2.8% | 加碼 |
| NewEdge Wealth, LLC | 8,952 | $73.4 萬 | 0.03% | +4,813+116.3% | 加碼 |
| Wealthsource Partners, LLC | 9,038 | $74.1 萬 | 0.05% | −202−2.2% | 減碼 |
| Rowland & Co Investment Counsel | 9,096 | $74.6 萬 | 0.19% | −60−0.7% | 減碼 |
| Empirical Finance, LLC | 9,113 | $74.7 萬 | 0.10% | +609+7.2% | 加碼 |
| American Trust | 9,187 | $75.3 萬 | 0.06% | +1,649+21.9% | 加碼 |
| Nwam LLC | 9,355 | $75.3 萬 | 0.07% | +3,044+48.2% | 加碼 |
| Delta Financial Advisors LLC | 9,206 | $75.5 萬 | 0.38% | +20.0% | 加碼 |
| Mystic Asset Management, Inc. | 9,269 | $75.9 萬 | 0.46% | +35+0.4% | 加碼 |
| Invst, LLC | 8,908 | $76.3 萬 | 0.12% | +2,987+50.4% | 加碼 |
| Lee Danner & Bass Inc | 9,371 | $76.8 萬 | 0.08% | −4,383−31.9% | 減碼 |
| Jacobi Capital Management LLC | 9,387 | $76.9 萬 | 0.10% | +103+1.1% | 加碼 |
| First National Trust Co | 9,396 | $77.0 萬 | 0.04% | +40+0.4% | 加碼 |
| Citizens Financial Group Inc | 9,401 | $77.1 萬 | 0.03% | +169+1.8% | 加碼 |
| Haverford Trust Co | 9,445 | $77.4 萬 | 0.01% | +400+4.4% | 加碼 |
| Snowden Capital Advisors LLC | 9,469 | $77.6 萬 | 0.03% | +240+2.6% | 加碼 |
| V Wealth Advisors LLC | 9,474 | $77.7 萬 | 0.15% | +159+1.7% | 加碼 |
| Parcion Private Wealth LLC | 9,218 | $77.9 萬 | 0.08% | +106+1.2% | 加碼 |
| USA Financial Portformulas Corp | 9,504 | $77.9 萬 | 0.97% | +9,504 | 新進 |
| Dixon Hubard Feinour & Brown Inc | 9,548 | $78.3 萬 | 0.09% | −202−2.1% | 減碼 |
| Dearborn Partners LLC | 9,576 | $78.5 萬 | 0.03% | −323−3.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,557 | $78.6 萬 | 0.02% | −36,965−79.5% | 減碼 |
| Summit Financial, LLC | 9,669 | $79.3 萬 | 0.07% | −41−0.4% | 減碼 |
| Stevens Capital Management LP | 9,675 | $79.3 萬 | 0.55% | −15,028−60.8% | 減碼 |
| Boenning & Scattergood, Inc. | 9,678 | $79.3 萬 | 0.15% | +10.0% | 加碼 |
| Cannell Peter B & Co Inc | 9,705 | $79.6 萬 | 0.03% | −774−7.4% | 減碼 |
| Investors Research Corp | 9,723 | $79.7 萬 | 0.24% | 00.0% | 不變 |
| Covenant Partners, LLC | 9,754 | $80.0 萬 | 0.37% | +1,174+13.7% | 加碼 |
| Valeo Financial Advisors, LLC | 9,767 | $80.1 萬 | 0.05% | +314+3.3% | 加碼 |
| Stillwater Investment Management, LLC | 9,779 | $80.2 萬 | 0.24% | −281−2.8% | 減碼 |
| Miller Howard Investments Inc | 10,019 | $82.1 萬 | 0.03% | +671+7.2% | 加碼 |
| Adirondack Trust Co | 10,039 | $82.3 萬 | 0.44% | +252+2.6% | 加碼 |
| Longfellow Investment Management Co LLC | 10,211 | $83.8 萬 | 0.18% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 10,283 | $84.3 萬 | 0.45% | +303+3.0% | 加碼 |
| Resources Management Corp | 10,305 | $84.5 萬 | 0.14% | −10−0.1% | 減碼 |
| Fortem Financial Group, LLC | 10,315 | $84.6 萬 | 0.55% | +10,315 | 新進 |
| Moneta Group Investment Advisors LLC | 10,343 | $84.8 萬 | 0.03% | +6,442+165.1% | 加碼 |
| Credit Agricole S A | 10,370 | $85.0 萬 | 0.03% | −3,368−24.5% | 減碼 |
| Eudaimonia Partners, LLC | 10,406 | $85.3 萬 | 0.16% | +906+9.5% | 加碼 |
| Steel Peak Wealth Management LLC | 10,413 | $85.4 萬 | 0.06% | −2,400−18.7% | 減碼 |
| Bradley Foster & Sargent Inc | 10,474 | $85.9 萬 | 0.02% | +450+4.5% | 加碼 |
| Hennessy Advisors Inc | 10,500 | $86.1 萬 | 0.05% | +2,400+29.6% | 加碼 |
| Full Sail Capital, LLC | 10,519 | $86.2 萬 | 0.08% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 10,517 | $86.2 萬 | 0.01% | +4,179+65.9% | 加碼 |
| Harbor Investment Advisory, LLC | 10,521 | $86.3 萬 | 0.14% | +1,047+11.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 10,647 | $87.3 萬 | 0.11% | +4,438+71.5% | 加碼 |
| Basepoint Wealth LLC | 10,676 | $87.5 萬 | 0.91% | −3,368−24.0% | 減碼 |
| 17 Capital Partners, LLC | 10,720 | $87.9 萬 | 1.11% | −95−0.9% | 減碼 |
| Independent Financial Group, LLC | 10,753 | $88.2 萬 | 0.09% | −35,118−76.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 10,752 | $88.2 萬 | 0.06% | +31+0.3% | 加碼 |
| Clearbridge Investments, LLC | 10,847 | $88.9 萬 | 0.00% | 00.0% | 不變 |
| Boston Trust Walden Corp | 10,868 | $89.1 萬 | 0.01% | −925−7.8% | 減碼 |
| Diversified Trust Co | 10,877 | $89.2 萬 | 0.04% | −2,494−18.7% | 減碼 |
| Wetherby Asset Management Inc | 10,905 | $89.4 萬 | 0.06% | −1,254−10.3% | 減碼 |
| Tiedemann Advisors, LLC | 10,937 | $89.6 萬 | 0.07% | −5,733−34.4% | 減碼 |
| Jeppson Wealth Management, LLC | 10,972 | $90.0 萬 | 0.39% | 00.0% | 不變 |
| Aquila Investment Management LLC | 11,000 | $90.2 萬 | 0.64% | 00.0% | 不變 |
| HYA Advisors, Inc | 11,082 | $90.9 萬 | 0.36% | +89+0.8% | 加碼 |
| Duality Advisers, LP | 11,101 | $91.0 萬 | 0.09% | −36,981−76.9% | 減碼 |
| Csenge Advisory Group | 11,159 | $91.5 萬 | 0.08% | +3,510+45.9% | 加碼 |
| Veriti Management LLC | 11,158 | $91.5 萬 | 0.13% | +3,789+51.4% | 加碼 |
| Epoch Investment Partners, Inc. | 11,204 | $91.9 萬 | 0.01% | +1,942+21.0% | 加碼 |
| Apollon Wealth Management, LLC | 11,245 | $92.2 萬 | 0.08% | −2,186−16.3% | 減碼 |
| Martingale Asset Management L P | 11,275 | $92.5 萬 | 0.02% | +1,795+18.9% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,538 | $94.6 萬 | 0.26% | +69+0.6% | 加碼 |
| Paragon Capital Management LLC | 11,556 | $94.8 萬 | 0.56% | +108+0.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 11,588 | $95.0 萬 | 0.26% | −7,239−38.5% | 減碼 |
| Fairfield, Bush & Co. | 11,675 | $95.7 萬 | 0.56% | +930+8.7% | 加碼 |