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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 19,326 | $155.4 萬 | 0.02% | +2,834+17.2% | 加碼 |
| Prospera Financial Services Inc | 19,190 | $155.1 萬 | 0.08% | −20,336−51.4% | 減碼 |
| Keystone Wealth Services, LLC | 19,125 | $154.4 萬 | 0.73% | +70.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 19,105 | $154.2 萬 | 0.13% | +2,160+12.7% | 加碼 |
| STRS Ohio | 19,091 | $154.1 萬 | 0.01% | +3,943+26.0% | 加碼 |
| Carret Asset Management, LLC | 18,990 | $153.3 萬 | 0.23% | −250−1.3% | 減碼 |
| Convergence Investment Partners, LLC | 18,978 | $153.2 萬 | 1.00% | +4,877+34.6% | 加碼 |
| Trustmark National Bank Trust Department | 18,883 | $152.4 萬 | 0.15% | −250−1.3% | 減碼 |
| HAP Trading, LLC | 18,833 | $152.0 萬 | 0.20% | +3,617+23.8% | 加碼 |
| apricus wealth, LLC | 18,780 | $151.6 萬 | 1.51% | −855−4.4% | 減碼 |
| Mirabella Financial Services LLP | 18,578 | $149.8 萬 | 0.16% | +18,578 | 新進 |
| Icon Wealth Advisors, LLC | 18,541 | $149.7 萬 | 0.18% | +18,541 | 新進 |
| Cipher Capital LP | 18,480 | $149.2 萬 | 0.24% | −16,359−47.0% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $147.7 萬 | 0.25% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 17,740 | $147.7 萬 | 0.39% | +380+2.2% | 加碼 |
| Intrust Bank NA | 18,227 | $147.1 萬 | 0.23% | +161+0.9% | 加碼 |
| Bayesian Capital Management, LP | 18,000 | $145.3 萬 | 0.29% | +18,000 | 新進 |
| Clifford Swan Investment Counsel LLC | 17,973 | $145.1 萬 | 0.07% | −367−2.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,867 | $144.2 萬 | 0.04% | −4,687−20.8% | 減碼 |
| Lincoln National Corp | 17,850 | $144.1 萬 | 0.04% | +948+5.6% | 加碼 |
| Cetera Investment Advisers | 17,831 | $143.9 萬 | 0.03% | −2,917−14.1% | 減碼 |
| Auxier Asset Management | 17,812 | $143.8 萬 | 0.28% | −100−0.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 17,673 | $142.7 萬 | 0.16% | +4,385+33.0% | 加碼 |
| Financial Counselors Inc | 17,668 | $142.6 萬 | 0.04% | −317−1.8% | 減碼 |
| Fernwood Investment Management, LLC | 17,630 | $142.3 萬 | 0.60% | −250−1.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 17,614 | $142.2 萬 | 0.11% | +803+4.8% | 加碼 |
| Advisor Partners II, LLC | 17,586 | $142.0 萬 | 0.11% | +17,586 | 新進 |
| Moser Wealth Advisors, LLC | 17,448 | $140.8 萬 | 1.10% | +10+0.1% | 加碼 |
| Community Bank & Trust, Waco, Texas | 17,411 | $140.5 萬 | 0.50% | +429+2.5% | 加碼 |
| Capital Advisors Inc | 14,930 | $140.5 萬 | 0.04% | −500−3.2% | 減碼 |
| Telemus Capital, LLC | 17,245 | $139.2 萬 | 0.14% | +655+3.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,239 | $139.2 萬 | 0.13% | +802+4.9% | 加碼 |
| Sonora Investment Management Group, LLC | 16,966 | $139.1 萬 | 0.18% | 00.0% | 不變 |
| Azzad Asset Management Inc | 18,263 | $139.1 萬 | 0.14% | +234+1.3% | 加碼 |
| Curbstone Financial Management Corp | 16,976 | $137.0 萬 | 0.34% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 16,906 | $136.5 萬 | 0.29% | +727+4.5% | 加碼 |
| Northside Capital Management, LLC | 16,848 | $136.0 萬 | 0.44% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 16,790 | $135.5 萬 | 0.35% | +42+0.3% | 加碼 |
| Greylin Investment Mangement Inc | 16,602 | $134.0 萬 | 0.28% | −1,750−9.5% | 減碼 |
| National Bank of Canada | 16,155 | $133.9 萬 | 0.01% | −626−3.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 16,408 | $132.4 萬 | 0.11% | −40.0% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 16,300 | $131.6 萬 | 0.97% | +689+4.4% | 加碼 |
| Sigma Planning Corp | 16,172 | $130.5 萬 | 0.05% | −431−2.6% | 減碼 |
| Community Bank, N.A. | 16,080 | $129.8 萬 | 0.20% | +460+2.9% | 加碼 |
| Winton Group Ltd | 15,989 | $129.1 萬 | 0.08% | −7,339−31.5% | 減碼 |
| Bowling Portfolio Management LLC | 15,918 | $128.5 萬 | 0.35% | −358−2.2% | 減碼 |
| Cresset Asset Management, LLC | 15,803 | $127.6 萬 | 0.02% | +159+1.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 15,722 | $126.9 萬 | 0.31% | +2,978+23.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 15,692 | $126.7 萬 | 0.10% | +1,424+10.0% | 加碼 |
| HB Wealth Management, LLC | 15,663 | $126.4 萬 | 0.03% | +1,382+9.7% | 加碼 |
| Tower Bridge Advisors | 15,605 | $126.0 萬 | 0.11% | 00.0% | 不變 |
| CWM, LLC | 15,550 | $125.5 萬 | 0.01% | −366−2.3% | 減碼 |
| TD Waterhouse Canada Inc. | 13,063 | $123.0 萬 | 0.01% | +8,733+201.7% | 加碼 |
| Everett Harris & Co | 15,221 | $122.9 萬 | 0.02% | −40−0.3% | 減碼 |
| Dowling & Yahnke LLC | 15,058 | $121.5 萬 | 0.06% | −219−1.4% | 減碼 |
| Allstate Corp | 15,047 | $121.5 萬 | 0.03% | +6,206+70.2% | 加碼 |
| First Hawaiian Bank | 14,975 | $120.8 萬 | 0.05% | +1,634+12.2% | 加碼 |
| Harbour Investment Management LLC | 14,926 | $120.5 萬 | 0.75% | +366+2.5% | 加碼 |
| Ingalls & Snyder LLC | 14,842 | $119.8 萬 | 0.07% | −2,000−11.9% | 減碼 |
| Gries Financial LLC | 14,778 | $119.3 萬 | 0.50% | +614+4.3% | 加碼 |
| Americana Partners, LLC | 14,886 | $119.1 萬 | 0.21% | +980+7.0% | 加碼 |
| Moors & Cabot, Inc. | 14,700 | $118.7 萬 | 0.09% | +317+2.2% | 加碼 |
| Guardian Wealth Management, Inc. | 14,620 | $118.0 萬 | 1.34% | −46−0.3% | 減碼 |
| Terry L. Blaker | 14,583 | $117.7 萬 | 0.12% | +75+0.5% | 加碼 |
| Armor Investment Advisors, LLC | 14,541 | $117.4 萬 | 0.80% | −300−2.0% | 減碼 |
| Stephens Inc | 14,400 | $116.2 萬 | 0.02% | +283+2.0% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 14,132 | $114.1 萬 | 0.50% | −1,323−8.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 14,095 | $113.8 萬 | 0.01% | +186+1.3% | 加碼 |
| Fairfield, Bush & Co. | 13,996 | $113.0 萬 | 0.80% | +2,321+19.9% | 加碼 |
| Logan Capital Management Inc | 13,889 | $112.2 萬 | 0.07% | 00.0% | 不變 |
| Independent Financial Group, LLC | 13,809 | $111.5 萬 | 0.10% | +3,056+28.4% | 加碼 |
| Aurora Investment Counsel | 13,771 | $111.2 萬 | 0.84% | +13,771 | 新進 |
| Fiduciary Trust Co | 13,724 | $110.8 萬 | 0.02% | −67−0.5% | 減碼 |
| Inscription Capital, LLC | 13,465 | $108.7 萬 | 0.31% | −22,208−62.3% | 減碼 |
| Fruth Investment Management | 13,445 | $108.5 萬 | 0.36% | 00.0% | 不變 |
| Bartlett & Co. LLC | 13,337 | $107.7 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 13,337 | $107.7 萬 | 0.02% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 13,081 | $105.6 萬 | 0.11% | +877+7.2% | 加碼 |
| Credit Agricole S A | 13,059 | $105.4 萬 | 0.04% | +2,689+25.9% | 加碼 |
| USA Financial Portformulas Corp | 13,040 | $105.3 萬 | 1.66% | +3,536+37.2% | 加碼 |
| Cowa, LLC | 13,020 | $105.0 萬 | 0.69% | −500−3.7% | 減碼 |
| Hancock Whitney Corp | 12,995 | $104.9 萬 | 0.04% | −886−6.4% | 減碼 |
| Nikko Asset Management Americas, Inc. | 12,592 | $104.5 萬 | 0.01% | −2,439−16.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 12,929 | $104.4 萬 | 0.10% | 00.0% | 不變 |
| Welch & Forbes LLC | 12,831 | $103.6 萬 | 0.02% | 00.0% | 不變 |
| Bangor Savings Bank | 12,774 | $103.1 萬 | 0.12% | +672+5.6% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 12,673 | $102.3 萬 | 0.04% | +638+5.3% | 加碼 |
| YHB Investment Advisors, Inc. | 12,659 | $102.2 萬 | 0.11% | +845+7.2% | 加碼 |
| Ar Asset Management Inc | 12,600 | $101.7 萬 | 0.30% | 00.0% | 不變 |
| Parallel Advisors, LLC | 12,600 | $101.7 萬 | 0.05% | +203+1.6% | 加碼 |
| Boyd Watterson Asset Management LLC | 12,533 | $101.2 萬 | 0.46% | −126−1.0% | 減碼 |
| Exeter Financial, LLC | 12,525 | $101.1 萬 | 0.59% | +700+5.9% | 加碼 |
| Bristol John W & Co Inc | 12,500 | $100.9 萬 | 0.03% | 00.0% | 不變 |
| Strategic Advisors LLC | 12,492 | $100.8 萬 | 0.22% | −328−2.6% | 減碼 |
| Vestcor Inc | 12,405 | $100.1 萬 | 0.04% | +160+1.3% | 加碼 |
| Hodges Capital Management Inc. | 12,374 | $99.9 萬 | 0.16% | −9,010−42.1% | 減碼 |
| Haverford Trust Co | 12,242 | $98.8 萬 | 0.01% | +2,797+29.6% | 加碼 |
| DCM Advisors, LLC | 12,226 | $98.7 萬 | 0.50% | +306+2.6% | 加碼 |
| Diversified Trust Co | 12,135 | $98.0 萬 | 0.04% | +1,258+11.6% | 加碼 |
| Summit Financial, LLC | 12,118 | $97.8 萬 | 0.09% | +2,449+25.3% | 加碼 |