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 |
|---|---|---|---|---|---|
| Bank Ozk | 8,521 | $68.8 萬 | 0.37% | +339+4.1% | 加碼 |
| Flow Traders U.S. LLC | 8,512 | $68.7 萬 | 0.04% | +8,512 | 新進 |
| Verdence Capital Advisors LLC | 8,490 | $68.5 萬 | 0.09% | +64+0.8% | 加碼 |
| Edge Capital Group, LLC | 8,444 | $68.2 萬 | 0.06% | +44+0.5% | 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 |
| Greenleaf Trust | 8,341 | $67.3 萬 | 0.01% | +657+8.6% | 加碼 |
| Baker Ellis Asset Management LLC | 8,319 | $67.2 萬 | 0.15% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 8,191 | $66.1 萬 | 0.19% | 00.0% | 不變 |
| Peoples Bank | 8,180 | $66.0 萬 | 0.44% | −5−0.1% | 減碼 |
| Corsicana & Co. | 8,087 | $65.3 萬 | 0.55% | +615+8.2% | 加碼 |
| Atlas Private Wealth Management | 8,077 | $65.2 萬 | 0.47% | +1,436+21.6% | 加碼 |
| Independent Advisor Alliance | 8,023 | $64.8 萬 | 0.04% | +192+2.5% | 加碼 |
| Virtus ETF Advisers LLC | 7,974 | $64.4 萬 | 0.26% | +7,974 | 新進 |
| Miller Howard Investments Inc | 7,940 | $64.1 萬 | 0.03% | −2,079−20.8% | 減碼 |
| Towle & Co | 7,920 | $63.9 萬 | 0.10% | +180+2.3% | 加碼 |
| True North Advisors, LLC | 7,897 | $63.7 萬 | 0.21% | −328−4.0% | 減碼 |
| Caldwell Trust Co | 7,868 | $63.5 萬 | 0.09% | +427+5.7% | 加碼 |
| Crescent Grove Advisors, LLC | 7,863 | $63.5 萬 | 0.07% | +1,578+25.1% | 加碼 |
| Doheny Asset Management | 7,854 | $63.4 萬 | 0.64% | +7,854 | 新進 |
| Bridge Creek Capital Management LLC | 7,835 | $63.2 萬 | 0.27% | −46−0.6% | 減碼 |
| WealthTrust Axiom LLC | 7,792 | $62.9 萬 | 0.24% | +9+0.1% | 加碼 |
| Heron Financial Group, LLC | 7,768 | $62.7 萬 | 0.39% | +25+0.3% | 加碼 |
| Bull Street Advisors, LLC | 7,751 | $62.6 萬 | 0.35% | 00.0% | 不變 |
| Gradient Investments LLC | 7,727 | $62.4 萬 | 0.02% | +2,702+53.8% | 加碼 |
| Peapack Gladstone Financial Corp | 7,680 | $62.0 萬 | 0.01% | +1,181+18.2% | 加碼 |
| Islay Capital Management, LLC | 7,670 | $61.9 萬 | 0.74% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 7,659 | $61.8 萬 | 0.07% | −636−7.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 7,652 | $61.7 萬 | 0.12% | −17−0.2% | 減碼 |
| Navalign, LLC | 7,626 | $61.6 萬 | 0.28% | +345+4.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 7,637 | $61.6 萬 | 0.07% | +2,624+52.3% | 加碼 |
| Massmutual Trust Co FSB | 7,608 | $61.4 萬 | 0.03% | −205−2.6% | 減碼 |
| First Manhattan Co | 7,604 | $61.3 萬 | 0.00% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,595 | $61.3 萬 | 0.14% | 00.0% | 不變 |
| Cullinan Associates Inc | 7,600 | $61.3 萬 | 0.04% | +700+10.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,583 | $61.2 萬 | 0.24% | +190+2.6% | 加碼 |
| BMS Financial Advisors, LLC | 7,528 | $60.8 萬 | 0.43% | −177−2.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 7,514 | $60.7 萬 | 0.00% | −4,712−38.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 7,447 | $60.1 萬 | 0.14% | +3,714+99.5% | 加碼 |
| Drive Wealth Management, LLC | 7,435 | $60.0 萬 | 0.57% | +512+7.4% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 7,419 | $59.9 萬 | 0.19% | −17−0.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 7,408 | $59.8 萬 | 0.43% | +9+0.1% | 加碼 |
| Checchi Capital Advisers, LLC | 7,385 | $59.6 萬 | 0.07% | +97+1.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 7,382 | $59.6 萬 | 0.02% | −202−2.7% | 減碼 |
| Hudson Valley Investment Advisors Inc | 7,346 | $59.3 萬 | 0.10% | −242−3.2% | 減碼 |
| Westbourne Investment Advisors, Inc. | 7,321 | $59.1 萬 | 0.31% | −35−0.5% | 減碼 |
| Birmingham Capital Management Co Inc | 7,310 | $59.0 萬 | 0.26% | +165+2.3% | 加碼 |
| CIBC World Markets Corp | 7,299 | $58.9 萬 | 0.01% | −26,287−78.3% | 減碼 |
| Thomas White International Ltd | 7,300 | $58.9 萬 | 0.14% | 00.0% | 不變 |
| 1st Source Bank | 7,299 | $58.9 萬 | 0.04% | +500+7.4% | 加碼 |
| Intrua Financial, LLC | 7,289 | $58.8 萬 | 0.16% | +773+11.9% | 加碼 |
| Glenview Trust Co | 7,266 | $58.7 萬 | 0.02% | −222−3.0% | 減碼 |
| Citizens Financial Group Inc | 7,241 | $58.5 萬 | 0.03% | −2,160−23.0% | 減碼 |
| Metis Global Partners, LLC | 7,206 | $58.2 萬 | 0.09% | +129+1.8% | 加碼 |
| Boston Private Wealth LLC | 7,131 | $57.6 萬 | 0.01% | +2,758+63.1% | 加碼 |
| Aull & Monroe Investment Management Corp | 7,077 | $57.2 萬 | 0.31% | −300−4.1% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $57.1 萬 | 0.20% | 00.0% | 不變 |
| XTX Topco Ltd | 7,080 | $57.1 萬 | 0.14% | +7,080 | 新進 |
| Boenning & Scattergood, Inc. | 7,045 | $56.9 萬 | 0.12% | −2,633−27.2% | 減碼 |
| Advisor OS, LLC | 7,051 | $56.8 萬 | 0.17% | −730−9.4% | 減碼 |
| Verition Fund Management LLC | 7,007 | $56.6 萬 | 0.01% | −20,709−74.7% | 減碼 |
| C2C Wealth Management, LLC | 6,267 | $56.6 萬 | 0.11% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 6,970 | $56.3 萬 | 0.61% | +10.0% | 加碼 |
| Old National Bancorp | 6,954 | $56.1 萬 | 0.02% | −120−1.7% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $55.9 萬 | 0.41% | −100−1.4% | 減碼 |
| Mission Wealth Management, LP | 6,929 | $55.9 萬 | 0.03% | +788+12.8% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,904 | $55.7 萬 | 0.43% | +963+16.2% | 加碼 |
| Clearstead Advisors, LLC | 6,861 | $55.4 萬 | 0.05% | −64−0.9% | 減碼 |
| Hilltop Holdings Inc. | 6,834 | $55.2 萬 | 0.07% | −83−1.2% | 減碼 |
| Lido Advisors, LLC | 6,828 | $55.0 萬 | 0.01% | +829+13.8% | 加碼 |
| Chelsea Counsel Co | 6,804 | $54.9 萬 | 0.34% | −14,186−67.6% | 減碼 |
| Unigestion Holding SA | 6,756 | $54.5 萬 | 0.03% | +6,756 | 新進 |
| Transcend Wealth Collective, LLC | 6,739 | $54.4 萬 | 0.06% | −44−0.6% | 減碼 |
| Hunter Associates Investment Management LLC | 6,767 | $54.4 萬 | 0.14% | 00.0% | 不變 |
| American Portfolios Advisors | 6,719 | $54.2 萬 | 0.02% | −152−2.2% | 減碼 |
| Van Hulzen Asset Management, LLC | 6,715 | $54.2 萬 | 0.07% | 00.0% | 不變 |
| HighTower Trust Services, LTA | 6,713 | $54.2 萬 | 0.06% | +115+1.7% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 6,696 | $54.1 萬 | 0.33% | +3,023+82.3% | 加碼 |
| Forum Financial Management, LP | 6,679 | $53.9 萬 | 0.03% | −1,449−17.8% | 減碼 |
| Nwam LLC | 6,648 | $53.7 萬 | 0.05% | −2,707−28.9% | 減碼 |
| Vanguard Capital Wealth Advisors | 6,585 | $53.2 萬 | 0.65% | −37−0.6% | 減碼 |
| Charter Trust Co | 6,581 | $53.1 萬 | 0.05% | −151−2.2% | 減碼 |
| Stevens Capital Management LP | 6,563 | $53.0 萬 | 0.34% | −3,112−32.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 6,546 | $52.8 萬 | 0.02% | +6,546 | 新進 |
| Sandy Spring Bank | 6,520 | $52.7 萬 | 0.03% | −28−0.4% | 減碼 |
| U S Global Investors Inc | 6,500 | $52.5 萬 | 0.03% | 00.0% | 不變 |
| Miller Investment Management, LP | 6,500 | $52.5 萬 | 0.11% | 00.0% | 不變 |
| Cypress Capital Management LLC | 6,487 | $52.4 萬 | 0.10% | −400−5.8% | 減碼 |
| Stamos Capital Partners, L.P. | 6,490 | $52.4 萬 | 0.13% | +3,610+125.3% | 加碼 |
| Childress Capital Advisors, LLC | 6,473 | $52.3 萬 | 0.20% | +37+0.6% | 加碼 |
| MCF Advisors LLC | 6,461 | $52.2 萬 | 0.06% | +127+2.0% | 加碼 |
| Colony Group LLC | 6,458 | $52.1 萬 | 0.01% | −1,859−22.4% | 減碼 |
| Westhampton Capital, LLC | 6,453 | $52.1 萬 | 0.39% | 00.0% | 不變 |
| Wealth Alliance | 6,444 | $52.1 萬 | 0.10% | +126+2.0% | 加碼 |
| Savant Capital, LLC | 6,412 | $51.8 萬 | 0.02% | −62−1.0% | 減碼 |
| South Street Advisors LLC | 6,420 | $51.8 萬 | 0.13% | 00.0% | 不變 |
| Meridian Management Co | 6,352 | $51.3 萬 | 0.20% | +6,352 | 新進 |
| Chicago Partners Investment Group LLC | 4,853 | $51.2 萬 | 0.04% | +1,003+26.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 6,322 | $51.0 萬 | 0.01% | −1,066−14.4% | 減碼 |
| Palisade Asset Management, LLC | 6,324 | $51.0 萬 | 0.07% | +65+1.0% | 加碼 |