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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 4,550 | $36.7 萬 | 0.06% | −60−1.3% | 減碼 |
| Arete Wealth Advisors, LLC | 4,541 | $36.7 萬 | 0.04% | +1,009+28.6% | 加碼 |
| Orleans Capital Management Corp | 4,580 | $37.0 萬 | 0.31% | −160−3.4% | 減碼 |
| Financial Advisory Service, Inc. | 4,584 | $37.0 萬 | 0.04% | +467+11.3% | 加碼 |
| Weik Capital Management | 4,590 | $37.1 萬 | 0.19% | −350−7.1% | 減碼 |
| Benjamin Edwards Inc | 4,610 | $37.2 萬 | 0.11% | −107−2.3% | 減碼 |
| Riverwater Partners LLC | 4,610 | $37.2 萬 | 0.37% | −30−0.6% | 減碼 |
| Fund Management at Engine No. 1 LLC | 4,626 | $37.3 萬 | 0.11% | −229−4.7% | 減碼 |
| Comerica Securities,inc. | 4,617 | $37.3 萬 | 0.03% | +11+0.2% | 加碼 |
| Woodmont Investment Counsel LLC | 4,622 | $37.3 萬 | 0.05% | +210+4.8% | 加碼 |
| LVM Capital Management Ltd | 4,625 | $37.3 萬 | 0.06% | +500+12.1% | 加碼 |
| S.A. Mason LLC | 4,644 | $37.5 萬 | 0.30% | −100−2.1% | 減碼 |
| Roberts Glore & Co Inc | 4,677 | $37.8 萬 | 0.14% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,699 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Successful Portfolios LLC | 4,690 | $37.9 萬 | 0.27% | 00.0% | 不變 |
| Tradewinds, LLC. | 4,712 | $38.0 萬 | 0.28% | +95+2.1% | 加碼 |
| Dividend Assets Capital, LLC | 4,733 | $38.2 萬 | 0.09% | −594−11.2% | 減碼 |
| Lincoln Capital LLC | 4,742 | $38.3 萬 | 0.12% | −2,025−29.9% | 減碼 |
| Coastline Trust Co | 4,751 | $38.3 萬 | 0.06% | −88−1.8% | 減碼 |
| Washington Trust Co | 4,764 | $38.4 萬 | 0.02% | −506−9.6% | 減碼 |
| Whittier Trust Co | 4,764 | $38.4 萬 | 0.01% | −380−7.4% | 減碼 |
| Siemens Fonds Invest GmbH | 4,754 | $38.4 萬 | 0.04% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 4,786 | $38.6 萬 | 0.09% | +180+3.9% | 加碼 |
| Horizon Investments, LLC | 4,810 | $38.8 萬 | 0.01% | +760+18.8% | 加碼 |
| First National Advisers, LLC | 4,808 | $38.8 萬 | 0.57% | +1,405+41.3% | 加碼 |
| Intrinsic Value Partners, LLC | 4,829 | $39.0 萬 | 0.54% | 00.0% | 不變 |
| Gofen & Glossberg LLC | 4,841 | $39.1 萬 | 0.01% | −236−4.6% | 減碼 |
| Probity Advisors, Inc. | 4,844 | $39.1 萬 | 0.10% | −234−4.6% | 減碼 |
| Vaughan David Investments LLC | 4,856 | $39.2 萬 | 0.01% | −55−1.1% | 減碼 |
| Thrive Wealth Management, LLC | 4,851 | $39.2 萬 | 0.14% | +1,725+55.2% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,874 | $39.3 萬 | 0.12% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 4,885 | $39.4 萬 | 0.21% | +133+2.8% | 加碼 |
| Roman Butler Fullerton & Co | 4,357 | $39.4 萬 | 0.25% | +27+0.6% | 加碼 |
| Flputnam Investment Management Co | 4,903 | $39.6 萬 | 0.02% | +59+1.2% | 加碼 |
| Whitener Capital Management, Inc. | 4,923 | $39.7 萬 | 0.19% | +3+0.1% | 加碼 |
| Private Trust Co NA | 4,940 | $39.9 萬 | 0.06% | +107+2.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 4,958 | $40.0 萬 | 0.11% | −1,229−19.9% | 減碼 |
| FineMark National Bank & Trust | 4,951 | $40.0 萬 | 0.02% | −292−5.6% | 減碼 |
| Compagnie Lombard Odier SCmA | 5,013 | $40.5 萬 | 0.01% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 5,031 | $40.6 萬 | 0.10% | +335+7.1% | 加碼 |
| Aldebaran Financial Inc. | 4,865 | $40.6 萬 | 0.47% | +150+3.2% | 加碼 |
| Quantinno Capital Management LP | 5,026 | $40.6 萬 | 0.05% | +2,130+73.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,044 | $40.7 萬 | 0.02% | −1,300−20.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,040 | $40.7 萬 | 0.02% | −36−0.7% | 減碼 |
| Kovack Advisors, Inc. | 5,076 | $41.0 萬 | 0.06% | −191−3.6% | 減碼 |
| Pendal Group Limited | 5,076 | $41.0 萬 | 0.00% | +1,976+63.7% | 加碼 |
| Garrison Point Advisors, LLC | 5,105 | $41.2 萬 | 0.37% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 5,105 | $41.2 萬 | 0.03% | +8+0.2% | 加碼 |
| Buckingham Strategic Partners | 5,114 | $41.3 萬 | 0.02% | +1,698+49.7% | 加碼 |
| Inlet Private Wealth, LLC | 5,143 | $41.5 萬 | 0.12% | −4−0.1% | 減碼 |
| Mill Capital Management, LLC | 5,145 | $41.5 萬 | 0.05% | +498+10.7% | 加碼 |
| Brandywine Oak Private Wealth LLC | 5,177 | $41.7 萬 | 0.06% | −16−0.3% | 減碼 |
| Weaver Consulting Group | 5,195 | $41.9 萬 | 0.24% | +10.0% | 加碼 |
| Asset Management Corp | 5,199 | $42.0 萬 | 0.34% | +5,199 | 新進 |
| TD Ameritrade Investment Management, LLC | 5,226 | $42.2 萬 | 0.00% | −1,292−19.8% | 減碼 |
| Institutional & Family Asset Management, LLC | 5,239 | $42.3 萬 | 0.08% | 00.0% | 不變 |
| PFG Advisors | 5,243 | $42.3 萬 | 0.05% | +1,560+42.4% | 加碼 |
| Connectus Wealth, LLC | 5,250 | $42.4 萬 | 0.01% | −25−0.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 5,250 | $42.4 萬 | 0.02% | +865+19.7% | 加碼 |
| Trust Co of Toledo NA | 5,280 | $42.6 萬 | 0.08% | +6+0.1% | 加碼 |
| Blackston Financial Advisory Group, LLC | 4,103 | $42.8 萬 | 0.30% | +291+7.6% | 加碼 |
| 55I, LLC | 5,314 | $42.9 萬 | 0.01% | +5,314 | 新進 |
| Cambridge Trust Co | 5,326 | $43.0 萬 | 0.02% | −363−6.4% | 減碼 |
| Centaurus Financial, Inc. | 5,396 | $43.6 萬 | 0.04% | +296+5.8% | 加碼 |
| Covington Capital Management | 5,416 | $43.7 萬 | 0.02% | −925−14.6% | 減碼 |
| Regent Investment Management LLC | 5,425 | $43.8 萬 | 0.13% | −50−0.9% | 減碼 |
| Aptus Capital Advisors, LLC | 5,462 | $44.1 萬 | 0.01% | +2,255+70.3% | 加碼 |
| Outfitter Financial LLC | 5,500 | $44.4 萬 | 0.43% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 5,536 | $44.7 萬 | 0.46% | +5,536 | 新進 |
| Waddell & Associates, LLC | 5,538 | $44.7 萬 | 0.09% | −202−3.5% | 減碼 |
| Wahed Invest LLC | 5,544 | $44.8 萬 | 0.27% | +504+10.0% | 加碼 |
| Prelude Capital Management, LLC | 5,568 | $44.9 萬 | 0.02% | −20,877−78.9% | 減碼 |
| Blueshift Asset Management, LLC | 5,591 | $45.1 萬 | 0.10% | −69−1.2% | 減碼 |
| Campion Asset Management LLC | 5,596 | $45.2 萬 | 0.48% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,604 | $45.2 萬 | 0.04% | +141+2.6% | 加碼 |
| Equitable Trust Co | 5,636 | $45.5 萬 | 0.04% | +901+19.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $45.7 萬 | 0.03% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 5,685 | $45.9 萬 | 0.07% | −72−1.3% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $46.0 萬 | 0.11% | 00.0% | 不變 |
| Essex Savings Bank | 5,720 | $46.1 萬 | 0.18% | −30−0.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 5,719 | $46.2 萬 | 0.02% | +1,874+48.7% | 加碼 |
| Stockman Wealth Management, Inc. | 5,743 | $46.4 萬 | 0.13% | −225−3.8% | 減碼 |
| J2 Capital Management Inc | 5,767 | $46.6 萬 | 0.88% | +1,318+29.6% | 加碼 |
| Baker Tilly Wealth Management, LLC | 5,786 | $46.7 萬 | 0.06% | −1,058−15.5% | 減碼 |
| Patron Partners Advisors, LLC | 5,801 | $46.8 萬 | 0.39% | +357+6.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,811 | $46.9 萬 | 0.09% | −18−0.3% | 減碼 |
| Groesbeck Investment Management Corp | 5,746 | $47.1 萬 | 0.78% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 5,852 | $47.2 萬 | 0.10% | +342+6.2% | 加碼 |
| Integrated Advisors Network LLC | 5,889 | $47.5 萬 | 0.03% | +507+9.4% | 加碼 |
| Cigna Investments Inc | 5,893 | $47.6 萬 | 0.11% | −280−4.5% | 減碼 |
| Roof Eidam & Maycock | 5,910 | $47.7 萬 | 0.18% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,915 | $47.7 萬 | 0.13% | +6+0.1% | 加碼 |
| CIBC World Markets Inc. | 5,964 | $48.1 萬 | 0.00% | −36,692−86.0% | 減碼 |
| Equitable Holdings, Inc. | 5,973 | $48.2 萬 | 0.01% | +1,138+23.5% | 加碼 |
| Valley Brook Capital Group | 6,032 | $48.6 萬 | 0.53% | +301+5.3% | 加碼 |
| Heck Capital Advisors, LLC | 6,021 | $48.6 萬 | 0.10% | 00.0% | 不變 |
| Allen Capital Group, LLC | 6,031 | $48.7 萬 | 0.11% | −60−1.0% | 減碼 |
| Rosenberg Matthew Hamilton | 6,036 | $48.7 萬 | 0.19% | +287+5.0% | 加碼 |
| Essex Financial Services, Inc. | 6,042 | $48.8 萬 | 0.06% | −2,748−31.3% | 減碼 |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $48.8 萬 | 0.25% | 00.0% | 不變 |