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 |
|---|---|---|---|---|---|
| SFMG, LLC | 2,966 | $24.3 萬 | 0.03% | +2,966 | 新進 |
| Atlas Capital Advisors LLC | 2,933 | $24.0 萬 | 0.04% | +165+6.0% | 加碼 |
| 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 |
| 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 |
| CWA Asset Management Group, LLC | 2,906 | $23.8 萬 | 0.02% | +2,906 | 新進 |
| West Paces Advisors Inc. | 2,896 | $23.7 萬 | 0.08% | −130−4.3% | 減碼 |
| 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 |
| 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 |
| 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 |
| 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 |
| TrinityPoint Wealth, LLC | 2,816 | $23.1 萬 | 0.05% | +2+0.1% | 加碼 |
| Magnus Financial Group LLC | 2,801 | $23.0 萬 | 0.04% | +414+17.3% | 加碼 |
| 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 |
| Manchester Capital Management LLC | 2,784 | $22.8 萬 | 0.04% | −2,959−51.5% | 減碼 |
| 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 |
| 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 |
| 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 |
| Bell Bank | 2,721 | $22.3 萬 | 0.03% | +378+16.1% | 加碼 |
| 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 |
| Investment Partners, Ltd. | 2,695 | $22.1 萬 | 0.11% | −28−1.0% | 減碼 |
| CFO4Life Group, LLC | 2,661 | $22.0 萬 | 0.05% | +44+1.7% | 加碼 |
| 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 |
| 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 |
| Gables Capital Management Inc. | 2,652 | $21.7 萬 | 0.16% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 2,633 | $21.6 萬 | 0.07% | −32−1.2% | 減碼 |
| Good Life Advisors, LLC | 2,602 | $21.3 萬 | 0.03% | −18−0.7% | 減碼 |
| Chemung Canal Trust Co | 2,584 | $21.2 萬 | 0.05% | 00.0% | 不變 |
| Schrum Private Wealth Management LLC | 2,581 | $21.2 萬 | 0.24% | −50−1.9% | 減碼 |
| Verus Capital Partners, LLC | 2,603 | $21.2 萬 | 0.04% | +2,603 | 新進 |
| Moller Financial Services | 2,568 | $21.1 萬 | 0.07% | 00.0% | 不變 |
| MONECO Advisors, LLC | 2,571 | $21.1 萬 | 0.08% | +2,571 | 新進 |
| Modera Wealth Management, LLC | 2,559 | $21.0 萬 | 0.01% | −444−14.8% | 減碼 |
| Minot Wealth Management LLC | 2,560 | $21.0 萬 | 0.05% | +2,560 | 新進 |
| Canvas Wealth Advisors, LLC | 2,546 | $20.9 萬 | 0.08% | −171−6.3% | 減碼 |
| First Financial Bank - Trust Division | 2,548 | $20.9 萬 | 0.03% | −50−1.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $20.8 萬 | 0.02% | +67+2.7% | 加碼 |
| Change Path, LLC | 2,528 | $20.8 萬 | 0.01% | +135+5.6% | 加碼 |
| Plimoth Trust Co LLC | 2,526 | $20.7 萬 | 0.07% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,508 | $20.6 萬 | 0.01% | +2,508 | 新進 |
| Susquehanna International Group Ltd. | 2,515 | $20.6 萬 | 0.05% | +2,515 | 新進 |
| LCNB Corp | 2,501 | $20.5 萬 | 0.11% | −170−6.4% | 減碼 |
| Soltis Investment Advisors LLC | 2,498 | $20.5 萬 | 0.03% | +80+3.3% | 加碼 |
| Acima Private Wealth, LLC | 2,500 | $20.5 萬 | 0.10% | 00.0% | 不變 |
| Qtron Investments LLC | 2,490 | $20.4 萬 | 0.04% | −9,354−79.0% | 減碼 |
| KLCM Advisors, Inc. | 2,491 | $20.4 萬 | 0.05% | +2,491 | 新進 |
| X-Square Capital, LLC | 2,478 | $20.3 萬 | 0.12% | +121+5.1% | 加碼 |
| Pinnacle Family Advisors, LLC | 2,472 | $20.3 萬 | 0.17% | +2,472 | 新進 |
| Beach Investment Counsel Inc | 2,460 | $20.2 萬 | 0.03% | 00.0% | 不變 |
| Greytown Advisors Inc. | 2,446 | $20.1 萬 | 0.11% | −50−2.0% | 減碼 |
| Bray Capital Advisors | 2,447 | $20.1 萬 | 0.06% | +16+0.7% | 加碼 |
| Quantbot Technologies LP | 2,448 | $20.0 萬 | 0.02% | −52,774−95.6% | 減碼 |
| Allegheny Financial Group LTD | 2,442 | $20.0 萬 | 0.09% | +2+0.1% | 加碼 |
| Montag A & Associates Inc | 2,409 | $19.8 萬 | 0.01% | +66+2.8% | 加碼 |
| Carmichael Hill & Associates, Inc. | 2,350 | $19.3 萬 | 0.11% | −81−3.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 2,349 | $19.3 萬 | 0.03% | −23−1.0% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,320 | $19.0 萬 | 0.02% | −3,006−56.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 2,316 | $19.0 萬 | 0.00% | −1,300−36.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,299 | $18.8 萬 | 0.17% | +8+0.3% | 加碼 |
| Sterling Investment Advisors, Ltd. | 2,298 | $18.8 萬 | 0.06% | +720+45.6% | 加碼 |
| Laurel Wealth Advisors LLC | 2,266 | $18.6 萬 | 0.05% | +345+18.0% | 加碼 |
| Swiss Life Asset Management Ltd | 2,232 | $18.4 萬 | 0.00% | −4,163−65.1% | 減碼 |
| Lindbrook Capital, LLC | 2,220 | $18.2 萬 | 0.03% | −694−23.8% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,181 | $17.9 萬 | 0.07% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 2,178 | $17.9 萬 | 0.03% | −100−4.4% | 減碼 |
| Alan B. Lancz & Associates, Inc. | 1,996 | $17.8 萬 | 0.18% | +1,996 | 新進 |
| Brown Brothers Harriman & Co | 2,066 | $16.9 萬 | 0.00% | +110+5.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,031 | $16.7 萬 | 0.03% | −281−12.2% | 減碼 |
| Jones Financial Companies LLLP | 2,037 | $16.7 萬 | 0.00% | −6−0.3% | 減碼 |
| Zullo Investment Group, Inc. | 2,018 | $16.5 萬 | 0.10% | −29−1.4% | 減碼 |
| Front Row Advisors LLC | 1,979 | $16.2 萬 | 0.08% | +35+1.8% | 加碼 |
| Lazard Asset Management LLC | 1,920 | $15.7 萬 | 0.00% | +1,920 | 新進 |
| Wellington Shields Capital Management, LLC | 1,892 | $15.5 萬 | 0.02% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 1,837 | $15.1 萬 | 0.09% | +1,837 | 新進 |
| Wellington Shields & Co., LLC | 1,832 | $15.0 萬 | 0.04% | +1,832 | 新進 |
| Central Bank & Trust Co | 1,776 | $14.6 萬 | 0.03% | 00.0% | 不變 |
| Bank of New Hampshire | 1,767 | $14.5 萬 | 0.04% | −50−2.8% | 減碼 |
| Vestor Capital, LLC | 1,715 | $14.1 萬 | 0.02% | 00.0% | 不變 |
| Clear Street Markets LLC | 1,704 | $14.0 萬 | 0.05% | −7,738−82.0% | 減碼 |
| Motco | 1,689 | $13.8 萬 | 0.01% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 1,669 | $13.7 萬 | 0.05% | 00.0% | 不變 |