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 3 季 13F 持有人
Phillips 66 在 2022/9/30 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
- 1,419
- 較 2022 年第 2 季 −6 家
- 持有股數
- 3.39 億
- 較 2022 年第 2 季 −647.7 萬 (−1.9%)
- 總市值
- $273.8 億
- 較 2022 年第 2 季 −$9.34 億 (−3.3%)
- 新進機構
- 98
- 另有 600 家加碼
- 清倉機構
- 104
- 另有 454 家減碼
另有 20 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 1,020 | $8.20 萬 | 0.00% | +59+6.1% | 加碼 |
| MV Capital Management, Inc. | 1,033 | $8.30 萬 | 0.01% | +520+101.4% | 加碼 |
| Global Financial Private Client, LLC | 987 | $8.35 萬 | 0.05% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,038 | $8.40 萬 | 0.01% | +587+130.2% | 加碼 |
| First Horizon Advisors, Inc. | 1,069 | $8.50 萬 | 0.00% | −129−10.8% | 減碼 |
| State of Wyoming | 1,049 | $8.50 萬 | 0.04% | +40+4.0% | 加碼 |
| Pittenger & Anderson Inc | 1,093 | $8.80 萬 | 0.01% | +355+48.1% | 加碼 |
| Sugarloaf Wealth Management, LLC | 1,103 | $8.90 萬 | 0.02% | +1,081+4,913.6% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,142 | $9.20 萬 | 0.02% | +101+9.7% | 加碼 |
| RWM Asset Management, LLC | 1,148 | $9.30 萬 | 0.02% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 1,162 | $9.40 萬 | 0.00% | +64+5.8% | 加碼 |
| Sittner & Nelson, LLC | 1,310 | $10.6 萬 | 0.07% | −300−18.6% | 減碼 |
| JNBA Financial Advisors | 1,313 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 1,342 | $10.8 萬 | 0.11% | +1,342 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $10.9 萬 | 0.02% | 00.0% | 不變 |
| Neo Ivy Capital Management | 1,347 | $10.9 萬 | 0.29% | +139+11.5% | 加碼 |
| Asset Dedication, LLC | 1,398 | $11.0 萬 | 0.01% | +1,398 | 新進 |
| CNB Bank | 1,370 | $11.1 萬 | 0.08% | +1,022+293.7% | 加碼 |
| Quent Capital, LLC | 1,393 | $11.2 萬 | 0.02% | +21+1.5% | 加碼 |
| Global Retirement Partners, LLC | 1,080 | $11.3 萬 | 0.01% | −9−0.8% | 減碼 |
| Alta Advisers Ltd | 1,400 | $11.3 萬 | 0.07% | +1,400 | 新進 |
| DuPont Capital Management Corp | 1,416 | $11.4 萬 | 0.01% | −1,868−56.9% | 減碼 |
| Avion Wealth | 1,411 | $11.4 萬 | 0.04% | 00.0% | 不變 |
| Motco | 1,434 | $11.6 萬 | 0.01% | −255−15.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 1,446 | $11.6 萬 | 0.01% | +97+7.2% | 加碼 |
| Smithfield Trust Co | 1,472 | $11.8 萬 | 0.01% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,473 | $11.9 萬 | 0.07% | +25+1.7% | 加碼 |
| Covestor Ltd | 1,477 | $11.9 萬 | 0.11% | +434+41.6% | 加碼 |
| 1832 Asset Management L.P. | 1,492 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Hills Bank & Trust Co | 1,505 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,518 | $12.3 萬 | 0.03% | +296+24.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,579 | $12.8 萬 | 0.04% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,577 | $12.8 萬 | 0.02% | +33+2.1% | 加碼 |
| JJJ Advisors Inc. | 1,421 | $12.9 萬 | 0.04% | +91+6.8% | 加碼 |
| Aspire Private Capital, LLC | 1,669 | $13.5 萬 | 0.05% | 00.0% | 不變 |
| First Eagle Investment Management, LLC | 1,682 | $13.6 萬 | 0.00% | +227+15.6% | 加碼 |
| Vestor Capital, LLC | 1,715 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 1,716 | $13.9 萬 | 0.00% | −600−25.9% | 減碼 |
| Central Bank & Trust Co | 1,776 | $14.3 萬 | 0.03% | 00.0% | 不變 |
| Bank of New Hampshire | 1,767 | $14.3 萬 | 0.04% | 00.0% | 不變 |
| Simplex Trading, LLC | 1,792 | $14.4 萬 | 0.01% | −38,831−95.6% | 減碼 |
| HHM Wealth Advisors, LLC | 1,780 | $14.4 萬 | 0.04% | +291+19.5% | 加碼 |
| Wellington Shields & Co., LLC | 1,832 | $14.8 萬 | 0.06% | 00.0% | 不變 |
| Alpha Paradigm Partners, LLC | 1,842 | $14.9 萬 | 0.06% | +1,842 | 新進 |
| Columbia Asset Management | 1,878 | $15.2 萬 | 0.04% | +1,878 | 新進 |
| Wellington Shields Capital Management, LLC | 1,892 | $15.3 萬 | 0.04% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,902 | $15.4 萬 | 0.02% | +726+61.7% | 加碼 |
| Hexagon Capital Partners LLC | 1,982 | $16.0 萬 | 0.05% | −2,656−57.3% | 減碼 |
| Front Row Advisors LLC | 1,979 | $16.0 萬 | 0.08% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 1,996 | $16.1 萬 | 0.19% | 00.0% | 不變 |
| Clear Street Markets LLC | 2,000 | $16.1 萬 | 0.03% | +296+17.4% | 加碼 |
| TD Capital Management LLC | 2,000 | $16.1 萬 | 0.02% | +2,000 | 新進 |
| Zullo Investment Group, Inc. | 2,022 | $16.3 萬 | 0.11% | +4+0.2% | 加碼 |
| Lazard Asset Management LLC | 2,040 | $16.4 萬 | 0.00% | +120+6.3% | 加碼 |
| Eagle Bay Advisors LLC | 2,034 | $16.4 萬 | 0.10% | +197+10.7% | 加碼 |
| Brown Brothers Harriman & Co | 2,066 | $16.7 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 2,178 | $17.6 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 2,181 | $17.6 萬 | 0.08% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 2,230 | $18.0 萬 | 0.02% | −90−3.9% | 減碼 |
| Carmichael Hill & Associates, Inc. | 2,252 | $18.2 萬 | 0.11% | −98−4.2% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,273 | $18.3 萬 | 0.18% | −26−1.1% | 減碼 |
| Laurel Wealth Advisors LLC | 2,266 | $18.3 萬 | 0.05% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 2,275 | $18.4 萬 | 0.01% | +2,275 | 新進 |
| TCI Wealth Advisors, Inc. | 2,397 | $19.3 萬 | 0.03% | +48+2.0% | 加碼 |
| Montag A & Associates Inc | 2,409 | $19.4 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,400 | $19.4 萬 | 0.00% | +363+17.8% | 加碼 |
| Bray Capital Advisors | 2,466 | $19.9 萬 | 0.06% | +19+0.8% | 加碼 |
| Sterling Investment Advisors, Ltd. | 2,473 | $20.0 萬 | 0.07% | +175+7.6% | 加碼 |
| KLCM Advisors, Inc. | 2,491 | $20.1 萬 | 0.05% | 00.0% | 不變 |
| Private Capital Management, LLC | 2,487 | $20.1 萬 | 0.03% | +2,487 | 新進 |
| Acima Private Wealth, LLC | 2,500 | $20.2 萬 | 0.10% | 00.0% | 不變 |
| X-Square Capital, LLC | 2,509 | $20.2 萬 | 0.13% | +31+1.3% | 加碼 |
| Evoke Wealth, LLC | 2,516 | $20.3 萬 | 0.01% | +906+56.3% | 加碼 |
| Northwest Bancshares, Inc. | 2,526 | $20.4 萬 | 0.05% | −200−7.3% | 減碼 |
| First Financial Bank - Trust Division | 2,527 | $20.4 萬 | 0.03% | −21−0.8% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $20.4 萬 | 0.02% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 2,526 | $20.4 萬 | 0.07% | 00.0% | 不變 |
| Advus Financial Partners, LLC | 2,538 | $20.5 萬 | 0.11% | +2,538 | 新進 |
| Bell Bank | 2,541 | $20.5 萬 | 0.03% | −180−6.6% | 減碼 |
| Ambassador Advisors, LLC | 2,550 | $20.6 萬 | 0.05% | −3,091−54.8% | 減碼 |
| Davidson Trust Co | 2,551 | $20.6 萬 | 0.20% | −425−14.3% | 減碼 |
| Harbour Investments, Inc. | 2,508 | $20.6 萬 | 0.01% | 00.0% | 不變 |
| Orion Portfolio Solutions, LLC | 2,567 | $20.7 萬 | 0.01% | −180−6.6% | 減碼 |
| Moller Financial Services | 2,568 | $20.7 萬 | 0.07% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 2,558 | $20.7 萬 | 0.05% | +2,558 | 新進 |
| International Assets Investment Management, LLC | 2,589 | $20.9 萬 | 0.04% | −489−15.9% | 減碼 |
| Chemung Canal Trust Co | 2,584 | $20.9 萬 | 0.05% | 00.0% | 不變 |
| Fulcrum Equity Management | 2,587 | $20.9 萬 | 0.18% | +2,587 | 新進 |
| Murphy Pohlad Asset Management LLC | 2,605 | $21.0 萬 | 0.10% | −410−13.6% | 減碼 |
| Plancorp, LLC | 2,601 | $21.0 萬 | 0.01% | −68−2.5% | 減碼 |
| LCNB Corp | 2,613 | $21.1 萬 | 0.11% | +112+4.5% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,618 | $21.1 萬 | 0.05% | +2,618 | 新進 |
| Callan Capital, LLC | 2,623 | $21.2 萬 | 0.03% | +2,623 | 新進 |
| Northcape Wealth Management, LLC | 2,626 | $21.2 萬 | 0.08% | +2,626 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 2,633 | $21.3 萬 | 0.07% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 2,639 | $21.4 萬 | 0.01% | −8,298−75.9% | 減碼 |
| Gables Capital Management Inc. | 2,652 | $21.4 萬 | 0.17% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,667 | $21.5 萬 | 0.04% | −117−4.2% | 減碼 |
| TCWP LLC | 2,671 | $21.5 萬 | 0.05% | +2,671 | 新進 |
| Monetary Management Group Inc | 2,677 | $21.6 萬 | 0.07% | 00.0% | 不變 |