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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 4,733 | $38.2 萬 | 0.09% | −594−11.2% | 減碼 |
| Tradewinds, LLC. | 4,712 | $38.0 萬 | 0.28% | +95+2.1% | 加碼 |
| 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 |
| Roberts Glore & Co Inc | 4,677 | $37.8 萬 | 0.14% | 00.0% | 不變 |
| S.A. Mason LLC | 4,644 | $37.5 萬 | 0.30% | −100−2.1% | 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 |
| 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 |
| Weik Capital Management | 4,590 | $37.1 萬 | 0.19% | −350−7.1% | 減碼 |
| 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 |
| 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 |
| Private Portfolio Partners LLC | 4,534 | $36.6 萬 | 0.10% | +1,060+30.5% | 加碼 |
| Acropolis Investment Management, LLC | 4,493 | $36.3 萬 | 0.04% | −4−0.1% | 減碼 |
| Perigon Wealth Management, LLC | 4,499 | $36.3 萬 | 0.03% | +4,499 | 新進 |
| Waldron Private Wealth LLC | 4,485 | $36.2 萬 | 0.02% | −27−0.6% | 減碼 |
| WealthBridge Capital Management, LLC | 4,388 | $36.0 萬 | 0.15% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 4,434 | $35.8 萬 | 0.00% | −1,427−24.3% | 減碼 |
| Conning Inc. | 4,440 | $35.8 萬 | 0.01% | −471−9.6% | 減碼 |
| Pitcairn Co | 4,432 | $35.8 萬 | 0.04% | +85+2.0% | 加碼 |
| Estabrook Capital Management | 4,433 | $35.8 萬 | 0.07% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 4,428 | $35.7 萬 | 0.04% | +146+3.4% | 加碼 |
| Pinnacle Financial Partners Inc | 4,422 | $35.7 萬 | 0.01% | +498+12.7% | 加碼 |
| Means Investment Co., Inc. | 4,412 | $35.6 萬 | 0.08% | −157−3.4% | 減碼 |
| Strategy Asset Managers LLC | 4,401 | $35.5 萬 | 0.10% | +4,401 | 新進 |
| Future Financial Wealth Managment LLC | 4,331 | $35.5 萬 | 0.41% | +4,331 | 新進 |
| WP Advisors, LLC | 4,383 | $35.4 萬 | 0.16% | +47+1.1% | 加碼 |
| Austin Private Wealth, LLC | 4,366 | $35.2 萬 | 0.07% | −330−7.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 4,324 | $34.9 萬 | 0.04% | +226+5.5% | 加碼 |
| WCG Wealth Advisors LLC | 4,307 | $34.8 萬 | 0.05% | +6+0.1% | 加碼 |
| Naviter Wealth, LLC | 4,296 | $34.7 萬 | 0.14% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 4,226 | $34.6 萬 | 0.01% | +824+24.2% | 加碼 |
| Johnson & White Wealth Management, LLC | 4,287 | $34.6 萬 | 0.39% | +4,287 | 新進 |
| Mayflower Financial Advisors, LLC | 4,263 | $34.4 萬 | 0.06% | +308+7.8% | 加碼 |
| Nomura Holdings Inc | 4,250 | $34.3 萬 | 0.00% | −561−11.7% | 減碼 |
| Sutton Wealth Advisors Inc. | 4,228 | $34.1 萬 | 0.14% | +1,139+36.9% | 加碼 |
| CWA Asset Management Group, LLC | 4,223 | $34.1 萬 | 0.03% | +1,317+45.3% | 加碼 |
| Kistler-Tiffany Companies, LLC | 4,212 | $34.0 萬 | 0.08% | +225+5.6% | 加碼 |
| Evergreen Capital Management LLC | 4,200 | $33.9 萬 | 0.02% | −57−1.3% | 減碼 |
| MJP Associates Inc | 4,205 | $33.9 萬 | 0.10% | +1,371+48.4% | 加碼 |
| Quadrant Capital Group LLC | 4,190 | $33.8 萬 | 0.04% | +745+21.6% | 加碼 |
| SignalPoint Asset Management, LLC | 4,176 | $33.7 萬 | 0.13% | +167+4.2% | 加碼 |
| Insight Folios Inc | 4,166 | $33.6 萬 | 0.17% | +182+4.6% | 加碼 |
| Ameritas Advisory Services, LLC | 4,116 | $33.2 萬 | 0.02% | +176+4.5% | 加碼 |
| Petrus Trust Company, LTA | 4,101 | $33.1 萬 | 0.05% | −787−16.1% | 減碼 |
| Segment Wealth Management, LLC | 4,093 | $33.0 萬 | 0.04% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 4,080 | $32.9 萬 | 0.04% | −5−0.1% | 減碼 |
| Eqis Capital Management, Inc. | 4,065 | $32.8 萬 | 0.04% | −741−15.4% | 減碼 |
| Field & Main Bank | 4,052 | $32.7 萬 | 0.22% | +215+5.6% | 加碼 |
| Personal Capital Advisors Corp | 4,048 | $32.7 萬 | 0.00% | +4,048 | 新進 |
| Busey Wealth Management | 4,019 | $32.5 萬 | 0.02% | +584+17.0% | 加碼 |
| Ballew Advisors, Inc | 3,570 | $32.5 萬 | 0.29% | +50+1.4% | 加碼 |
| John G Ullman & Associates Inc | 4,010 | $32.4 萬 | 0.06% | −20−0.5% | 減碼 |
| Wipfli Financial Advisors LLC, | 4,015 | $32.4 萬 | 0.02% | +4,015 | 新進 |
| Cumberland Partners Ltd | 3,995 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 4,004 | $32.3 萬 | 0.17% | +681+20.5% | 加碼 |
| We Are One Seven, LLC | 4,004 | $32.3 萬 | 0.03% | +886+28.4% | 加碼 |
| Wilkins Investment Counsel Inc | 3,989 | $32.2 萬 | 0.09% | 00.0% | 不變 |
| Meixler Investment Management, Ltd. | 3,951 | $31.9 萬 | 0.38% | −458−10.4% | 減碼 |
| Allworth Financial LP | 3,957 | $31.9 萬 | 0.00% | −326−7.6% | 減碼 |
| Avantax Planning Partners, Inc. | 3,953 | $31.9 萬 | 0.01% | +134+3.5% | 加碼 |
| Hanson & Doremus Investment Management | 3,926 | $31.7 萬 | 0.08% | −260−6.2% | 減碼 |
| Wedgewood Investors Inc | 3,899 | $31.5 萬 | 0.48% | 00.0% | 不變 |
| Next Capital Management LLC | 3,904 | $31.5 萬 | 0.24% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 3,897 | $31.5 萬 | 0.03% | +934+31.5% | 加碼 |
| Sunbelt Securities, Inc. | 3,890 | $31.4 萬 | 0.07% | +11+0.3% | 加碼 |
| JT Stratford LLC | 3,890 | $31.4 萬 | 0.11% | +127+3.4% | 加碼 |
| Cookson Peirce & Co Inc | 3,884 | $31.4 萬 | 0.02% | +352+10.0% | 加碼 |
| OneAscent Financial Services LLC | 3,875 | $31.3 萬 | 0.12% | −728−15.8% | 減碼 |
| Westwood Holdings Group Inc. | 3,858 | $31.1 萬 | 0.00% | −328−7.8% | 減碼 |
| Freestone Capital Holdings, LLC | 3,853 | $31.1 萬 | 0.01% | −203−5.0% | 減碼 |
| Trust Co of Oklahoma | 3,852 | $31.1 萬 | 0.16% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 3,838 | $31.0 萬 | 0.03% | +3,838 | 新進 |
| Powers Advisory Group, LLC | 3,836 | $31.0 萬 | 0.25% | +3,836 | 新進 |
| Gsa Capital Partners LLP | 3,822 | $30.9 萬 | 0.04% | −11,097−74.4% | 減碼 |
| Montchanin Asset Management, LLC | 3,830 | $30.9 萬 | 0.44% | 00.0% | 不變 |
| Goodman Financial Corp | 3,813 | $30.8 萬 | 0.10% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 3,812 | $30.8 萬 | 0.00% | +3,812 | 新進 |
| Capital Investment Advisors, LLC | 3,806 | $30.7 萬 | 0.01% | −82−2.1% | 減碼 |
| Callahan Advisors, LLC | 3,800 | $30.7 萬 | 0.04% | 00.0% | 不變 |
| Capital Advisors Wealth Management, LLC | 3,799 | $30.7 萬 | 0.10% | +3,799 | 新進 |
| BKD Wealth Advisors, LLC | 3,762 | $30.4 萬 | 0.01% | −150−3.8% | 減碼 |
| Montecito Bank & Trust | 3,770 | $30.4 萬 | 0.08% | +215+6.0% | 加碼 |
| Autumn Glory Partners, LLC | 3,750 | $30.3 萬 | 0.20% | −250−6.3% | 減碼 |
| PDS Planning, Inc | 3,759 | $30.3 萬 | 0.06% | −30−0.8% | 減碼 |
| American Research & Management Co. | 3,755 | $30.3 萬 | 0.08% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 3,747 | $30.2 萬 | 0.02% | +3,747 | 新進 |
| Chicago Trust Co NA | 3,728 | $30.1 萬 | 0.08% | +475+14.6% | 加碼 |
| Corbyn Investment Management Inc | 3,714 | $30.0 萬 | 0.13% | 00.0% | 不變 |
| Foster & Motley Inc | 3,722 | $30.0 萬 | 0.03% | +56+1.5% | 加碼 |
| Ritholtz Wealth Management | 3,714 | $30.0 萬 | 0.02% | +3,714 | 新進 |
| Welch Group, LLC | 3,701 | $29.9 萬 | 0.02% | +16+0.4% | 加碼 |
| Ballentine Partners, LLC | 3,705 | $29.9 萬 | 0.01% | +75+2.1% | 加碼 |
| Roundview Capital LLC | 3,700 | $29.9 萬 | 0.04% | +219+6.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,702 | $29.9 萬 | 0.02% | +525+16.5% | 加碼 |