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 |
|---|---|---|---|---|---|
| Montchanin Asset Management, LLC | 3,830 | $31.4 萬 | 0.43% | +3,830 | 新進 |
| Goodman Financial Corp | 3,813 | $31.3 萬 | 0.10% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 3,819 | $31.3 萬 | 0.01% | +107+2.9% | 加碼 |
| Old Point Trust & Financial Services N A | 3,823 | $31.3 萬 | 0.14% | +800+26.5% | 加碼 |
| Callahan Advisors, LLC | 3,800 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| PDS Planning, Inc | 3,789 | $31.1 萬 | 0.06% | +370+10.8% | 加碼 |
| Shay Capital LLC | 3,772 | $30.9 萬 | 0.16% | −15,296−80.2% | 減碼 |
| JT Stratford LLC | 3,763 | $30.9 萬 | 0.10% | +430+12.9% | 加碼 |
| American Research & Management Co. | 3,755 | $30.8 萬 | 0.08% | 00.0% | 不變 |
| Ern LLC | 3,750 | $30.7 萬 | 0.34% | +3,750 | 新進 |
| EverSource Wealth Advisors, LLC | 3,733 | $30.6 萬 | 0.08% | −38−1.0% | 減碼 |
| Corbyn Investment Management Inc | 3,714 | $30.5 萬 | 0.12% | 00.0% | 不變 |
| First National Bank Sioux Falls | 3,684 | $30.2 萬 | 0.39% | −177−4.6% | 減碼 |
| Welch Group, LLC | 3,685 | $30.2 萬 | 0.02% | +14+0.4% | 加碼 |
| PFG Advisors | 3,683 | $30.2 萬 | 0.03% | +268+7.8% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 3,673 | $30.1 萬 | 0.19% | −642−14.9% | 減碼 |
| Foster & Motley Inc | 3,666 | $30.1 萬 | 0.03% | −13−0.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,654 | $30.0 萬 | 0.04% | −156−4.1% | 減碼 |
| Kolinsky Wealth Management, LLC | 3,654 | $30.0 萬 | 0.35% | +343+10.4% | 加碼 |
| Investors Asset Management of Georgia Inc | 3,652 | $29.9 萬 | 0.16% | 00.0% | 不變 |
| Spinnaker Investment Group, LLC | 3,630 | $29.8 萬 | 0.12% | 00.0% | 不變 |
| Ballentine Partners, LLC | 3,630 | $29.7 萬 | 0.01% | −1,229−25.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,606 | $29.6 萬 | 0.01% | −20,479−85.0% | 減碼 |
| Dodge & Cox | 3,600 | $29.5 萬 | 0.00% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 3,600 | $29.5 萬 | 0.03% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,402 | $29.4 萬 | 0.00% | +3,402 | 新進 |
| Joel Isaacson & Co., LLC | 3,570 | $29.3 萬 | 0.02% | +12+0.3% | 加碼 |
| Montecito Bank & Trust | 3,555 | $29.1 萬 | 0.07% | +3,555 | 新進 |
| Harbor Advisors LLC | 3,541 | $29.0 萬 | 0.07% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 3,532 | $29.0 萬 | 0.03% | +23+0.7% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 3,539 | $29.0 萬 | 0.01% | +286+8.8% | 加碼 |
| Cookson Peirce & Co Inc | 3,532 | $29.0 萬 | 0.02% | +3,532 | 新進 |
| Vectors Research Management, LLC | 3,528 | $28.9 萬 | 0.07% | −63−1.8% | 減碼 |
| HNP Capital LLC | 3,528 | $28.9 萬 | 0.08% | −63−1.8% | 減碼 |
| Athena Investment Management | 3,523 | $28.9 萬 | 0.23% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,430 | $28.9 萬 | 0.16% | 00.0% | 不變 |
| Roundview Capital LLC | 3,481 | $28.5 萬 | 0.03% | +253+7.8% | 加碼 |
| Telemetry Investments, L.L.C. | 3,478 | $28.5 萬 | 0.43% | +3,478 | 新進 |
| Private Portfolio Partners LLC | 3,474 | $28.5 萬 | 0.08% | −773−18.2% | 減碼 |
| Your Advocates Ltd., LLP | 3,459 | $28.4 萬 | 0.17% | −617−15.1% | 減碼 |
| 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 |
| Gryphon Financial Partners LLC | 3,456 | $28.2 萬 | 0.07% | +172+5.2% | 加碼 |
| CoreFirst Bank & Trust | 3,445 | $28.2 萬 | 0.22% | +300+9.5% | 加碼 |
| Quadrant Capital Group LLC | 3,445 | $28.2 萬 | 0.04% | +535+18.4% | 加碼 |
| Tolleson Wealth Management, Inc. | 3,425 | $28.1 萬 | 0.08% | 00.0% | 不變 |
| Buckingham Strategic Partners | 3,416 | $28.0 萬 | 0.02% | +85+2.6% | 加碼 |
| First National Advisers, LLC | 3,403 | $27.9 萬 | 0.58% | +3,403 | 新進 |
| Roosevelt Investment Group LLC | 3,376 | $27.7 萬 | 0.02% | +56+1.7% | 加碼 |
| Ballew Advisors, Inc | 3,520 | $27.6 萬 | 0.25% | 00.0% | 不變 |
| Allen Investment Management LLC | 3,342 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| 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 |
| 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 |
| Independent Solutions Wealth Management, LLC | 3,309 | $27.1 萬 | 0.08% | +3,309 | 新進 |
| 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 |
| DuPont Capital Management Corp | 3,284 | $26.9 萬 | 0.01% | +1,234+60.2% | 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 |
| Blue Edge Capital, LLC | 3,251 | $26.7 萬 | 0.06% | +4+0.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,231 | $26.5 萬 | 0.04% | +738+29.6% | 加碼 |
| Ontario Teachers Pension Plan Board | 3,225 | $26.4 萬 | 0.00% | −3,399−51.3% | 減碼 |
| Aptus Capital Advisors, LLC | 3,207 | $26.3 萬 | 0.01% | +482+17.7% | 加碼 |
| MSH Capital Advisors LLC | 3,200 | $26.2 萬 | 0.12% | 00.0% | 不變 |
| 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 |
| Wealthcare Advisory Partners LLC | 3,177 | $26.1 萬 | 0.02% | +495+18.5% | 加碼 |
| Brighton Jones LLC | 3,158 | $25.9 萬 | 0.01% | +671+27.0% | 加碼 |
| 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 |
| Beaton Management Co. Inc. | 3,131 | $25.7 萬 | 0.18% | −75−2.3% | 減碼 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 3,089 | $25.3 萬 | 0.10% | +544+21.4% | 加碼 |
| 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 |
| 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 |
| Cadinha & Co LLC | 3,065 | $25.1 萬 | 0.06% | +250+8.9% | 加碼 |
| 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 |
| 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 |
| Dorsey & Whitney Trust CO LLC | 3,032 | $24.8 萬 | 0.03% | +113+3.9% | 加碼 |
| Murphy Pohlad Asset Management LLC | 3,015 | $24.7 萬 | 0.11% | −800−21.0% | 減碼 |
| Merrion Investment Management Co, LLC | 3,000 | $24.6 萬 | 0.24% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 2,994 | $24.5 萬 | 0.05% | +185+6.6% | 加碼 |
| Davidson Trust Co | 2,976 | $24.4 萬 | 0.22% | −260−8.0% | 減碼 |
| 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 |