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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 2,691 | $21.7 萬 | 0.04% | +2,691 | 新進 |
| Thompson Siegel & Walmsley LLC | 2,699 | $21.8 萬 | 0.00% | −21,700−88.9% | 減碼 |
| Pflug Koory, LLC | 2,695 | $21.8 萬 | 0.13% | −400−12.9% | 減碼 |
| SBB Research Group LLC | 2,700 | $21.8 萬 | 0.31% | +29+1.1% | 加碼 |
| Quantamental Technologies LLC | 2,698 | $21.8 萬 | 0.08% | +2,698 | 新進 |
| Saxon Interests, Inc. | 2,354 | $21.8 萬 | 0.13% | +2,354 | 新進 |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $21.9 萬 | 0.09% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 2,725 | $22.0 萬 | 0.01% | −71−2.5% | 減碼 |
| CFO4Life Group, LLC | 2,726 | $22.0 萬 | 0.06% | +65+2.4% | 加碼 |
| Atlas Capital Advisors LLC | 2,733 | $22.1 萬 | 0.04% | −200−6.8% | 減碼 |
| IFG Advisory, LLC | 2,745 | $22.1 萬 | 0.02% | −188−6.4% | 減碼 |
| Magnus Financial Group LLC | 2,735 | $22.1 萬 | 0.04% | −66−2.4% | 減碼 |
| Staley Capital Advisers Inc | 2,740 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 2,754 | $22.2 萬 | 0.03% | +10.0% | 加碼 |
| IVC Wealth Advisors LLC | 2,747 | $22.2 萬 | 0.18% | +11+0.4% | 加碼 |
| Lake Street Financial LLC | 2,763 | $22.3 萬 | 0.05% | +10.0% | 加碼 |
| Solidarilty Wealth, LLC | 2,117 | $22.3 萬 | 0.13% | −327−13.4% | 減碼 |
| BancorpSouth Bank | 2,757 | $22.3 萬 | 0.02% | +2,757 | 新進 |
| Sawtooth Solutions, LLC | 2,759 | $22.3 萬 | 0.03% | +2,759 | 新進 |
| LGL Partners, LLC | 2,788 | $22.5 萬 | 0.05% | +2,788 | 新進 |
| Port Capital LLC | 2,804 | $22.6 萬 | 0.02% | +98+3.6% | 加碼 |
| Stonnington Group, LLC | 2,328 | $22.8 萬 | 0.06% | +2,328 | 新進 |
| Infrastructure Capital Advisors, LLC | 2,832 | $22.9 萬 | 0.05% | −21,281−88.3% | 減碼 |
| Change Path, LLC | 2,855 | $23.0 萬 | 0.01% | +327+12.9% | 加碼 |
| Transform Wealth, LLC | 2,867 | $23.1 萬 | 0.03% | −1,844−39.1% | 減碼 |
| Little House Capital LLC | 2,866 | $23.1 萬 | 0.12% | 00.0% | 不變 |
| CWS Financial Advisors, LLC | 2,875 | $23.2 萬 | 0.11% | 00.0% | 不變 |
| Brighton Jones LLC | 2,891 | $23.3 萬 | 0.01% | −267−8.5% | 減碼 |
| TrinityPoint Wealth, LLC | 2,898 | $23.4 萬 | 0.05% | +82+2.9% | 加碼 |
| Two Sigma Securities, LLC | 2,894 | $23.4 萬 | 0.03% | +2,894 | 新進 |
| Stiles Financial Services Inc | 2,907 | $23.5 萬 | 0.14% | −26−0.9% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,924 | $23.6 萬 | 0.14% | 00.0% | 不變 |
| Rossmore Private Capital | 2,924 | $23.6 萬 | 0.04% | +45+1.6% | 加碼 |
| Quilter Plc | 2,928 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Good Life Advisors, LLC | 2,935 | $23.7 萬 | 0.03% | +333+12.8% | 加碼 |
| First National Bank of South Miami | 2,961 | $23.9 萬 | 0.19% | −74−2.4% | 減碼 |
| Chilton Capital Management LLC | 2,968 | $24.0 萬 | 0.02% | +305+11.5% | 加碼 |
| Advisors Capital Management, LLC | 2,176 | $24.0 萬 | 0.01% | +2,176 | 新進 |
| Merrion Investment Management Co, LLC | 3,000 | $24.2 萬 | 0.24% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,004 | $24.2 萬 | 0.04% | +784+35.3% | 加碼 |
| West Paces Advisors Inc. | 3,001 | $24.2 萬 | 0.09% | +105+3.6% | 加碼 |
| Marietta Investment Partners LLC | 2,360 | $24.4 萬 | 0.07% | +2,360 | 新進 |
| E&G Advisors, LP | 3,052 | $24.6 萬 | 0.09% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 3,060 | $24.7 萬 | 0.06% | −7,346−70.6% | 減碼 |
| Cadinha & Co LLC | 3,065 | $24.7 萬 | 0.08% | 00.0% | 不變 |
| Jacobs & Co | 3,066 | $24.7 萬 | 0.04% | +3,066 | 新進 |
| Kanawha Capital Management LLC | 3,074 | $24.8 萬 | 0.03% | 00.0% | 不變 |
| HCR Wealth Advisors | 3,071 | $24.8 萬 | 0.05% | +280+10.0% | 加碼 |
| M&R Capital Management Inc | 3,088 | $24.9 萬 | 0.07% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 3,087 | $24.9 萬 | 0.20% | 00.0% | 不變 |
| Ethic Inc. | 3,081 | $24.9 萬 | 0.02% | +3,081 | 新進 |
| Aries Wealth Management | 2,403 | $25.1 萬 | 0.11% | −465−16.2% | 減碼 |
| Whalerock Point Partners, LLC | 3,119 | $25.2 萬 | 0.11% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 3,131 | $25.3 萬 | 0.19% | 00.0% | 不變 |
| First National Bank Sioux Falls | 3,184 | $25.7 萬 | 0.27% | −500−13.6% | 減碼 |
| Paragon Capital Management Ltd | 3,191 | $25.8 萬 | 0.07% | −60−1.8% | 減碼 |
| Sentry Investment Management LLC | 3,197 | $25.8 萬 | 0.12% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 3,200 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| Trust Co of Vermont | 3,200 | $25.8 萬 | 0.02% | +235+7.9% | 加碼 |
| MSH Capital Advisors LLC | 3,200 | $25.8 萬 | 0.13% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 3,206 | $25.9 萬 | 0.03% | +174+5.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,221 | $26.0 萬 | 0.03% | −433−11.9% | 減碼 |
| AdvisorNet Financial, Inc | 3,219 | $26.0 萬 | 0.03% | +75+2.4% | 加碼 |
| Canvas Wealth Advisors, LLC | 2,546 | $26.0 萬 | 0.11% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 3,235 | $26.1 萬 | 0.01% | −1,437−30.8% | 減碼 |
| Tudor Investment Corp Et Al | 3,232 | $26.1 萬 | 0.01% | +3,232 | 新進 |
| Capital Analysts, LLC | 3,243 | $26.2 萬 | 0.02% | +143+4.6% | 加碼 |
| Blue Edge Capital, LLC | 3,255 | $26.3 萬 | 0.07% | +4+0.1% | 加碼 |
| Carl Stuart Investment Advisor, Inc | 2,863 | $26.5 萬 | 0.23% | 00.0% | 不變 |
| MONECO Advisors, LLC | 3,278 | $26.5 萬 | 0.11% | +707+27.5% | 加碼 |
| WBH Advisory Inc | 3,298 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,292 | $26.6 萬 | 0.04% | +61+1.9% | 加碼 |
| Foundations Investment Advisors, LLC | 3,290 | $26.6 萬 | 0.01% | +49+1.5% | 加碼 |
| MQS Management LLC | 3,310 | $26.7 萬 | 0.17% | −3,216−49.3% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,318 | $26.7 萬 | 0.03% | 00.0% | 不變 |
| Excalibur Management Corp | 3,322 | $26.8 萬 | 0.15% | +4+0.1% | 加碼 |
| Gamble Jones Investment Counsel | 3,332 | $26.9 萬 | 0.02% | +2+0.1% | 加碼 |
| Allen Investment Management LLC | 3,342 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 3,352 | $27.1 萬 | 0.09% | +43+1.3% | 加碼 |
| First Interstate Bank | 3,361 | $27.1 萬 | 0.02% | +3,361 | 新進 |
| SG Americas Securities, LLC | 3,375 | $27.2 萬 | 0.00% | −49,179−93.6% | 減碼 |
| Proequities, Inc. | 3,370 | $27.2 萬 | 0.03% | +75+2.3% | 加碼 |
| Investment Partners, Ltd. | 3,375 | $27.2 萬 | 0.08% | +680+25.2% | 加碼 |
| Athena Investment Management | 3,423 | $27.6 萬 | 0.23% | −100−2.8% | 減碼 |
| Tolleson Wealth Management, Inc. | 3,425 | $27.6 萬 | 0.08% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,430 | $27.7 萬 | 0.16% | 00.0% | 不變 |
| Jmac Enterprises LLC | 3,435 | $27.7 萬 | 0.08% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 3,429 | $27.7 萬 | 0.06% | +435+14.5% | 加碼 |
| Abacus Planning Group, Inc. | 3,430 | $27.7 萬 | 0.08% | +3,430 | 新進 |
| Spinnaker Trust | 3,441 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 3,439 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 3,455 | $27.8 萬 | 0.07% | −10.0% | 減碼 |
| CoreFirst Bank & Trust | 3,443 | $27.8 萬 | 0.24% | −2−0.1% | 減碼 |
| Energy Opportunities Capital Management, LLC | 3,455 | $27.9 萬 | 0.90% | −3,820−52.5% | 減碼 |
| Tennessee Valley Asset Management Partners | 3,482 | $28.1 萬 | 0.11% | −1,017−22.6% | 減碼 |
| Roosevelt Investment Group LLC | 3,486 | $28.1 萬 | 0.02% | +110+3.3% | 加碼 |
| Tributary Capital Management, LLC | 3,500 | $28.3 萬 | 0.03% | −100−2.8% | 減碼 |
| Your Advocates Ltd., LLP | 3,506 | $28.3 萬 | 0.17% | +47+1.4% | 加碼 |
| Vectors Research Management, LLC | 3,528 | $28.5 萬 | 0.08% | 00.0% | 不變 |
| HNP Capital LLC | 3,528 | $28.5 萬 | 0.08% | 00.0% | 不變 |