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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 7,897 | $63.7 萬 | 0.21% | −328−4.0% | 減碼 |
| Towle & Co | 7,920 | $63.9 萬 | 0.10% | +180+2.3% | 加碼 |
| Miller Howard Investments Inc | 7,940 | $64.1 萬 | 0.03% | −2,079−20.8% | 減碼 |
| Virtus ETF Advisers LLC | 7,974 | $64.4 萬 | 0.26% | +7,974 | 新進 |
| Independent Advisor Alliance | 8,023 | $64.8 萬 | 0.04% | +192+2.5% | 加碼 |
| Atlas Private Wealth Management | 8,077 | $65.2 萬 | 0.47% | +1,436+21.6% | 加碼 |
| Corsicana & Co. | 8,087 | $65.3 萬 | 0.55% | +615+8.2% | 加碼 |
| Peoples Bank | 8,180 | $66.0 萬 | 0.44% | −5−0.1% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 8,191 | $66.1 萬 | 0.19% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 8,319 | $67.2 萬 | 0.15% | 00.0% | 不變 |
| Greenleaf Trust | 8,341 | $67.3 萬 | 0.01% | +657+8.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,348 | $67.4 萬 | 0.06% | −387−4.4% | 減碼 |
| Retirement Group, LLC | 8,345 | $67.4 萬 | 0.54% | +352+4.4% | 加碼 |
| Edge Capital Group, LLC | 8,444 | $68.2 萬 | 0.06% | +44+0.5% | 加碼 |
| Verdence Capital Advisors LLC | 8,490 | $68.5 萬 | 0.09% | +64+0.8% | 加碼 |
| Flow Traders U.S. LLC | 8,512 | $68.7 萬 | 0.04% | +8,512 | 新進 |
| Bank Ozk | 8,521 | $68.8 萬 | 0.37% | +339+4.1% | 加碼 |
| CoreCommodity Management, LLC | 8,535 | $68.9 萬 | 0.25% | −40−0.5% | 減碼 |
| J. W. Coons Advisors, LLC | 8,543 | $69.0 萬 | 0.26% | +1,810+26.9% | 加碼 |
| NewEdge Wealth, LLC | 8,559 | $69.1 萬 | 0.03% | −393−4.4% | 減碼 |
| North Star Investment Management Corp. | 8,555 | $69.1 萬 | 0.07% | +40.0% | 加碼 |
| Belpointe Asset Management LLC | 8,571 | $69.2 萬 | 0.05% | −211−2.4% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,664 | $69.9 萬 | 0.13% | 00.0% | 不變 |
| Searle & Co. | 8,675 | $70.0 萬 | 0.27% | 00.0% | 不變 |
| Bank of Hawaii | 8,688 | $70.1 萬 | 0.05% | −20−0.2% | 減碼 |
| Teamwork Financial Advisors, LLC | 8,694 | $70.2 萬 | 0.15% | −13,360−60.6% | 減碼 |
| KMG Fiduciary Partners, LLC | 8,765 | $70.7 萬 | 0.14% | +8,765 | 新進 |
| First National Bank & Trust Co of Newtown | 8,788 | $70.9 萬 | 0.17% | 00.0% | 不變 |
| Mairs & Power Inc | 8,798 | $71.0 萬 | 0.01% | +4,900+125.7% | 加碼 |
| Financial Advocates Investment Management | 8,843 | $71.3 萬 | 0.06% | +1,016+13.0% | 加碼 |
| Epoch Investment Partners, Inc. | 8,879 | $71.7 萬 | 0.00% | −2,325−20.8% | 減碼 |
| Karpas Strategies, LLC | 8,903 | $71.9 萬 | 0.27% | 00.0% | 不變 |
| Nations Financial Group Inc, | 8,927 | $72.1 萬 | 0.10% | +30+0.3% | 加碼 |
| CAPROCK Group, Inc. | 8,934 | $72.1 萬 | 0.07% | +176+2.0% | 加碼 |
| Mutual Advisors, LLC | 8,948 | $72.2 萬 | 0.04% | +1,552+21.0% | 加碼 |
| Pacific Global Investment Management CO | 8,949 | $72.2 萬 | 0.18% | +2,753+44.4% | 加碼 |
| American Trust | 8,948 | $72.3 萬 | 0.06% | −239−2.6% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 8,963 | $72.4 萬 | 0.31% | +3,262+57.2% | 加碼 |
| AMG National Trust Bank | 9,045 | $73.0 萬 | 0.03% | +1,469+19.4% | 加碼 |
| Rowland & Co Investment Counsel | 9,096 | $73.4 萬 | 0.20% | 00.0% | 不變 |
| USS Investment Management Ltd | 9,100 | $73.5 萬 | 0.01% | −35,495−79.6% | 減碼 |
| V Wealth Advisors LLC | 9,127 | $73.6 萬 | 0.15% | −347−3.7% | 減碼 |
| Mystic Asset Management, Inc. | 9,144 | $73.8 萬 | 0.47% | −125−1.3% | 減碼 |
| Banque Cantonale Vaudoise | 9,202 | $74.3 萬 | 0.04% | −6,400−41.0% | 減碼 |
| Delta Financial Advisors LLC | 9,207 | $74.3 萬 | 0.39% | +10.0% | 加碼 |
| Parcion Private Wealth LLC | 9,218 | $74.4 萬 | 0.08% | 00.0% | 不變 |
| Balentine LLC | 9,333 | $75.3 萬 | 0.03% | −22,644−70.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,307 | $75.6 萬 | 0.02% | −250−2.6% | 減碼 |
| Ieq Capital, LLC | 9,367 | $75.6 萬 | 0.02% | +1,438+18.1% | 加碼 |
| NVWM, LLC | 9,381 | $75.7 萬 | 0.30% | +9,381 | 新進 |
| Jacobi Capital Management LLC | 9,426 | $76.1 萬 | 0.10% | +39+0.4% | 加碼 |
| Moody National Bank Trust Division | 9,420 | $76.1 萬 | 0.08% | +4,312+84.4% | 加碼 |
| First National Trust Co | 9,436 | $76.2 萬 | 0.04% | +40+0.4% | 加碼 |
| Jupiter Wealth Management LLC | 9,450 | $76.2 萬 | 0.76% | +9,450 | 新進 |
| Caxton Associates LP | 9,533 | $77.0 萬 | 0.13% | +2,566+36.8% | 加碼 |
| TCG Advisory Services, LLC | 9,574 | $77.3 萬 | 0.23% | −15,708−62.1% | 減碼 |
| Cannell Peter B & Co Inc | 9,705 | $78.3 萬 | 0.03% | 00.0% | 不變 |
| Investors Research Corp | 9,723 | $78.5 萬 | 0.24% | 00.0% | 不變 |
| Dearborn Partners LLC | 9,723 | $78.5 萬 | 0.03% | +147+1.5% | 加碼 |
| Patten Group, Inc. | 8,482 | $78.5 萬 | 0.27% | +20.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,886 | $79.8 萬 | 0.03% | −457−4.4% | 減碼 |
| Stillwater Investment Management, LLC | 9,887 | $79.8 萬 | 0.25% | +108+1.1% | 加碼 |
| Marion Wealth Management | 9,889 | $79.8 萬 | 0.41% | +1,202+13.8% | 加碼 |
| First Foundation Advisors | 9,881 | $79.8 萬 | 0.04% | +9,881 | 新進 |
| Arvest Trust Co N A | 9,911 | $80.0 萬 | 0.06% | −4,786−32.6% | 減碼 |
| Teza Capital Management LLC | 9,921 | $80.1 萬 | 0.17% | +3,446+53.2% | 加碼 |
| Shay Capital LLC | 9,935 | $80.2 萬 | 0.40% | +6,163+163.4% | 加碼 |
| Invst, LLC | 8,879 | $80.9 萬 | 0.14% | −29−0.3% | 減碼 |
| Seeyond | 10,139 | $81.8 萬 | 0.10% | −3,471−25.5% | 減碼 |
| Clark Capital Management Group, Inc. | 10,181 | $82.2 萬 | 0.01% | −336−3.2% | 減碼 |
| Longfellow Investment Management Co LLC | 10,211 | $82.4 萬 | 0.17% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 10,308 | $83.2 萬 | 0.04% | +839+8.9% | 加碼 |
| Adirondack Trust Co | 10,354 | $83.5 萬 | 0.47% | +315+3.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 10,404 | $84.0 萬 | 0.02% | −1,461−12.3% | 減碼 |
| Fortem Financial Group, LLC | 10,409 | $84.0 萬 | 0.58% | +94+0.9% | 加碼 |
| Resources Management Corp | 10,405 | $84.0 萬 | 0.14% | +100+1.0% | 加碼 |
| Bradley Foster & Sargent Inc | 10,434 | $84.2 萬 | 0.02% | −40−0.4% | 減碼 |
| Pathstone Family Office, LLC | 10,450 | $84.4 萬 | 0.02% | +5,843+126.8% | 加碼 |
| Basepoint Wealth LLC | 10,480 | $84.6 萬 | 0.90% | −196−1.8% | 減碼 |
| Hennessy Advisors Inc | 10,500 | $84.8 萬 | 0.06% | 00.0% | 不變 |
| Full Sail Capital, LLC | 10,519 | $84.9 萬 | 0.09% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 10,567 | $85.3 萬 | 0.48% | +284+2.8% | 加碼 |
| Connecticut Wealth Management, LLC | 10,602 | $85.6 萬 | 0.08% | −3,763−26.2% | 減碼 |
| Fiduciary Group LLC | 8,053 | $85.6 萬 | 0.11% | +22+0.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 10,655 | $86.0 萬 | 0.06% | −97−0.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 10,659 | $86.0 萬 | 0.13% | +12+0.1% | 加碼 |
| Wimmer Associates 1, LLC | 8,279 | $86.3 萬 | 0.57% | +225+2.8% | 加碼 |
| BBR Partners, LLC | 10,769 | $86.9 萬 | 0.11% | −1,263−10.5% | 減碼 |
| Harbor Investment Advisory, LLC | 10,768 | $86.9 萬 | 0.14% | +247+2.3% | 加碼 |
| Csenge Advisory Group | 10,815 | $87.3 萬 | 0.07% | −344−3.1% | 減碼 |
| Apollon Wealth Management, LLC | 10,839 | $87.5 萬 | 0.07% | −406−3.6% | 減碼 |
| Boston Trust Walden Corp | 10,868 | $87.7 萬 | 0.01% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 10,871 | $87.7 萬 | 0.09% | +1,500+16.0% | 加碼 |
| Redpoint Investment Management Pty Ltd | 10,876 | $87.8 萬 | 0.13% | −1,127−9.4% | 減碼 |
| Engineers Gate Manager LP | 10,889 | $87.9 萬 | 0.05% | −3,184−22.6% | 減碼 |
| Veriti Management LLC | 11,000 | $88.8 萬 | 0.13% | −158−1.4% | 減碼 |
| South State Corp. | 11,015 | $88.9 萬 | 0.09% | −1,422−11.4% | 減碼 |
| Empirical Finance, LLC | 11,099 | $89.6 萬 | 0.11% | +1,986+21.8% | 加碼 |
| Smith, Moore & Co. | 11,149 | $90.0 萬 | 0.14% | −814−6.8% | 減碼 |
| Guyasuta Investment Advisors Inc | 11,200 | $90.4 萬 | 0.08% | −761−6.4% | 減碼 |