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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 9,371 | $76.8 萬 | 0.08% | −4,383−31.9% | 減碼 |
| Invst, LLC | 8,908 | $76.3 萬 | 0.12% | +2,987+50.4% | 加碼 |
| Mystic Asset Management, Inc. | 9,269 | $75.9 萬 | 0.46% | +35+0.4% | 加碼 |
| Delta Financial Advisors LLC | 9,206 | $75.5 萬 | 0.38% | +20.0% | 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 |
| Empirical Finance, LLC | 9,113 | $74.7 萬 | 0.10% | +609+7.2% | 加碼 |
| Rowland & Co Investment Counsel | 9,096 | $74.6 萬 | 0.19% | −60−0.7% | 減碼 |
| Wealthsource Partners, LLC | 9,038 | $74.1 萬 | 0.05% | −202−2.2% | 減碼 |
| NewEdge Wealth, LLC | 8,952 | $73.4 萬 | 0.03% | +4,813+116.3% | 加碼 |
| Confluence Wealth Services, Inc. | 8,281 | $73.1 萬 | 0.32% | +226+2.8% | 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 |
| Allstate Corp | 8,841 | $72.5 萬 | 0.02% | +3,739+73.3% | 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 |
| Belpointe Asset Management LLC | 8,782 | $72.0 萬 | 0.05% | +698+8.6% | 加碼 |
| CAPROCK Group, Inc. | 8,758 | $71.8 萬 | 0.07% | +1,204+15.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,735 | $71.6 萬 | 0.06% | +388+4.6% | 加碼 |
| Bank of Hawaii | 8,708 | $71.4 萬 | 0.05% | −180−2.0% | 減碼 |
| Marion Wealth Management | 8,687 | $71.2 萬 | 0.37% | −2,743−24.0% | 減碼 |
| Searle & Co. | 8,675 | $71.1 萬 | 0.28% | +3,000+52.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 8,664 | $71.0 萬 | 0.12% | −410−4.5% | 減碼 |
| 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 |
| RFG Advisory, LLC | 8,445 | $70.7 萬 | 0.04% | +1,840+27.9% | 加碼 |
| CoreCommodity Management, LLC | 8,575 | $70.3 萬 | 0.18% | −97−1.1% | 減碼 |
| North Star Investment Management Corp. | 8,551 | $70.1 萬 | 0.06% | +40.0% | 加碼 |
| Patten Group, Inc. | 8,480 | $70.0 萬 | 0.22% | +276+3.4% | 加碼 |
| Verdence Capital Advisors LLC | 8,426 | $69.1 萬 | 0.09% | −14−0.2% | 減碼 |
| Edge Capital Group, LLC | 8,400 | $68.9 萬 | 0.07% | −12−0.1% | 減碼 |
| Banco BTG Pactual S.A. | 8,362 | $68.6 萬 | 0.44% | +8,362 | 新進 |
| 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 |
| BerganKDV Wealth Management, LLC | 8,295 | $68.0 萬 | 0.08% | −203−2.4% | 減碼 |
| Dana Investment Advisors, Inc. | 8,263 | $67.7 萬 | 0.03% | +8,263 | 新進 |
| True North Advisors, LLC | 8,225 | $67.4 萬 | 0.21% | +292+3.7% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 8,191 | $67.2 萬 | 0.18% | 00.0% | 不變 |
| 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 |
| Forum Financial Management, LP | 8,128 | $66.6 萬 | 0.03% | +1,509+22.8% | 加碼 |
| Wimmer Associates 1, LLC | 8,054 | $66.0 萬 | 0.43% | −290−3.5% | 減碼 |
| Retirement Group, LLC | 7,993 | $65.5 萬 | 0.27% | +704+9.7% | 加碼 |
| Ieq Capital, LLC | 7,929 | $65.0 萬 | 0.02% | +963+13.8% | 加碼 |
| Checchi Capital Advisers, LLC | 7,288 | $64.9 萬 | 0.06% | +1,164+19.0% | 加碼 |
| Bridge Creek Capital Management LLC | 7,881 | $64.6 萬 | 0.26% | −471−5.6% | 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 |
| Massmutual Trust Co FSB | 7,813 | $64.1 萬 | 0.03% | −28−0.4% | 減碼 |
| 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 |
| Bull Street Advisors, LLC | 7,751 | $63.6 萬 | 0.34% | 00.0% | 不變 |
| 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 |
| Erste Asset Management GmbH | 7,500 | $63.4 萬 | 0.01% | +7,500 | 新進 |
| BMS Financial Advisors, LLC | 7,705 | $63.2 萬 | 0.41% | +403+5.5% | 加碼 |
| Greenleaf Trust | 7,684 | $63.0 萬 | 0.01% | +649+9.2% | 加碼 |
| Islay Capital Management, LLC | 7,670 | $62.9 萬 | 0.66% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 7,669 | $62.8 萬 | 0.12% | +26+0.3% | 加碼 |
| AMG National Trust Bank | 7,576 | $62.5 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| Hudson Valley Investment Advisors Inc | 7,588 | $62.2 萬 | 0.10% | −1,172−13.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 7,584 | $62.2 萬 | 0.02% | +7,584 | 新進 |
| Glenview Trust Co | 7,488 | $61.4 萬 | 0.02% | +111+1.5% | 加碼 |
| Corsicana & Co. | 7,472 | $61.3 萬 | 0.48% | +600+8.7% | 加碼 |
| Caldwell Trust Co | 7,441 | $61.0 萬 | 0.08% | +78+1.1% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 7,436 | $61.0 萬 | 0.17% | +380+5.4% | 加碼 |
| 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 |
| Aull & Monroe Investment Management Corp | 7,377 | $60.5 萬 | 0.31% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 7,356 | $60.3 萬 | 0.37% | +1,390+23.3% | 加碼 |
| Thomas White International Ltd | 7,300 | $59.9 萬 | 0.12% | 00.0% | 不變 |
| Navalign, LLC | 7,281 | $59.7 萬 | 0.26% | −209−2.8% | 減碼 |
| Energy Opportunities Capital Management, LLC | 7,275 | $59.6 萬 | 1.71% | −2,430−25.0% | 減碼 |
| Birmingham Capital Management Co Inc | 7,145 | $58.6 萬 | 0.23% | 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 |
| America First Investment Advisors, LLC | 7,080 | $58.0 萬 | 0.19% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 7,025 | $57.6 萬 | 0.41% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 6,969 | $57.1 萬 | 0.57% | 00.0% | 不變 |
| Caxton Associates LP | 6,967 | $57.1 萬 | 0.07% | +6,967 | 新進 |
| 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 |
| Hilltop Holdings Inc. | 6,917 | $56.7 萬 | 0.08% | +51+0.7% | 加碼 |
| Cullinan Associates Inc | 6,900 | $56.6 萬 | 0.03% | +1,000+16.9% | 加碼 |
| Cypress Capital Management LLC | 6,887 | $56.5 萬 | 0.08% | −125−1.8% | 減碼 |
| American Portfolios Advisors | 6,871 | $56.3 萬 | 0.02% | −307−4.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 6,844 | $56.1 萬 | 0.07% | +380+5.9% | 加碼 |
| 1st Source Bank | 6,799 | $55.7 萬 | 0.04% | +93+1.4% | 加碼 |
| Transcend Wealth Collective, LLC | 6,783 | $55.6 萬 | 0.06% | −807−10.6% | 減碼 |
| Lincoln Capital LLC | 6,767 | $55.5 萬 | 0.16% | −95−1.4% | 減碼 |
| 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 |
| 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 |
| Hunter Associates Investment Management LLC | 6,767 | $55.0 萬 | 0.14% | +6,767 | 新進 |
| HighTower Trust Services, LTA | 6,598 | $54.6 萬 | 0.09% | −8−0.1% | 減碼 |