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 4 季 13F 持有人
Phillips 66 在 2022/12/31 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
- 1,574
- 較 2022 年第 3 季 +181 家
- 持有股數
- 3.38 億
- 較 2022 年第 3 季 −22.5 萬 (−0.1%)
- 總市值
- $351.1 億
- 較 2022 年第 3 季 +$78.0 億 (+28.6%)
- 新進機構
- 255
- 另有 563 家加碼
- 清倉機構
- 74
- 另有 504 家減碼
另有 25 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 10,202 | $106.2 萬 | 0.06% | +1,000+10.9% | 加碼 |
| Basepoint Wealth LLC | 10,208 | $106.2 萬 | 0.94% | −272−2.6% | 減碼 |
| Longfellow Investment Management Co LLC | 10,211 | $106.3 萬 | 0.24% | 00.0% | 不變 |
| Retirement Investment Advisors, Inc. | 10,255 | $106.7 萬 | 0.69% | +10,255 | 新進 |
| Winton Group Ltd | 10,276 | $107.0 萬 | 0.07% | −5,713−35.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 10,306 | $107.3 萬 | 0.07% | −349−3.3% | 減碼 |
| Resources Management Corp | 10,325 | $107.5 萬 | 0.17% | −80−0.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 10,355 | $107.8 萬 | 0.02% | +1,048+11.3% | 加碼 |
| J. W. Coons Advisors, LLC | 10,378 | $108.0 萬 | 0.32% | +1,835+21.5% | 加碼 |
| First Foundation Advisors | 10,393 | $108.2 萬 | 0.05% | +512+5.2% | 加碼 |
| Cullinan Associates Inc | 10,439 | $108.6 萬 | 0.06% | +2,839+37.4% | 加碼 |
| Verition Fund Management LLC | 10,475 | $109.0 萬 | 0.02% | +3,468+49.5% | 加碼 |
| Jupiter Wealth Management LLC | 10,550 | $109.8 萬 | 1.06% | +1,100+11.6% | 加碼 |
| Adirondack Trust Co | 10,550 | $109.8 萬 | 0.57% | +196+1.9% | 加碼 |
| RFG Advisory, LLC | 11,193 | $110.6 萬 | 0.06% | +2,080+22.8% | 加碼 |
| Snowden Capital Advisors LLC | 10,664 | $111.0 萬 | 0.05% | +356+3.5% | 加碼 |
| Boston Trust Walden Corp | 10,718 | $111.6 萬 | 0.01% | −150−1.4% | 減碼 |
| Massmutual Trust Co FSB | 10,726 | $111.6 萬 | 0.05% | +3,118+41.0% | 加碼 |
| Diversified Trust Co | 10,749 | $111.8 萬 | 0.05% | −1,386−11.4% | 減碼 |
| Lee Danner & Bass Inc | 10,751 | $111.9 萬 | 0.11% | −120−1.1% | 減碼 |
| TD Waterhouse Canada Inc. | 10,905 | $112.0 萬 | 0.01% | −2,158−16.5% | 減碼 |
| BBR Partners, LLC | 10,769 | $112.1 萬 | 0.13% | 00.0% | 不變 |
| Teilinger Capital Ltd. | 10,800 | $112.4 萬 | 0.39% | +10,800 | 新進 |
| Harbor Investment Advisory, LLC | 10,818 | $112.6 萬 | 0.18% | +50+0.5% | 加碼 |
| Beverly Hills Private Wealth, LLC | 10,850 | $112.9 萬 | 0.49% | +10,850 | 新進 |
| Quantinno Capital Management LP | 10,887 | $113.3 萬 | 0.08% | +5,861+116.6% | 加碼 |
| Smith, Moore & Co. | 10,928 | $113.7 萬 | 0.16% | −221−2.0% | 減碼 |
| Jeppson Wealth Management, LLC | 10,947 | $113.9 萬 | 0.48% | −325−2.9% | 減碼 |
| Ieq Capital, LLC | 10,982 | $114.3 萬 | 0.03% | +1,615+17.2% | 加碼 |
| Cresset Asset Management, LLC | 15,330 | $114.5 萬 | 0.01% | −473−3.0% | 減碼 |
| Erste Asset Management GmbH | 11,000 | $114.5 萬 | 0.02% | +11,000 | 新進 |
| SG Americas Securities, LLC | 11,011 | $114.6 萬 | 0.02% | +7,636+226.3% | 加碼 |
| Islay Capital Management, LLC | 11,016 | $114.7 萬 | 1.32% | +3,346+43.6% | 加碼 |
| Valeo Financial Advisors, LLC | 11,044 | $114.9 萬 | 0.06% | −651−5.6% | 減碼 |
| Tiaa, FSB | 11,090 | $115.4 萬 | 0.00% | −932−7.8% | 減碼 |
| Belpointe Asset Management LLC | 11,180 | $116.4 萬 | 0.07% | +2,609+30.4% | 加碼 |
| Great Lakes Advisors, LLC | 103,219 | $118.4 萬 | 0.07% | +631+0.6% | 加碼 |
| South State Corp. | 11,409 | $118.7 萬 | 0.11% | +394+3.6% | 加碼 |
| Barry Investment Advisors, LLC | 11,409 | $118.7 萬 | 0.37% | −596−5.0% | 減碼 |
| Towle & Co | 11,480 | $119.5 萬 | 0.16% | +3,560+44.9% | 加碼 |
| Marion Wealth Management | 11,486 | $119.5 萬 | 0.50% | +1,597+16.1% | 加碼 |
| Strategic Advisors LLC | 11,496 | $119.7 萬 | 0.27% | −996−8.0% | 減碼 |
| Pathway Financial Advisers, LLC | 11,516 | $119.9 萬 | 0.49% | +11,516 | 新進 |
| Colony Group LLC | 11,567 | $120.4 萬 | 0.02% | +5,109+79.1% | 加碼 |
| Guardian Wealth Management, Inc. | 11,568 | $120.4 萬 | 1.19% | −3,052−20.9% | 減碼 |
| Pavion Blue Capital, LLC | 11,624 | $121.0 萬 | 0.77% | +27+0.2% | 加碼 |
| Sowell Financial Services LLC | 11,641 | $121.2 萬 | 0.08% | +11,641 | 新進 |
| Martingale Asset Management L P | 11,679 | $121.6 萬 | 0.02% | −391−3.2% | 減碼 |
| Evercore Wealth Management, LLC | 11,774 | $122.5 萬 | 0.03% | 00.0% | 不變 |
| Paragon Capital Management LLC | 11,787 | $122.7 萬 | 0.76% | +106+0.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 11,856 | $123.4 萬 | 0.02% | +528+4.7% | 加碼 |
| Fortem Financial Group, LLC | 11,863 | $123.5 萬 | 0.72% | +1,454+14.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 11,888 | $123.7 萬 | 0.02% | −704−5.6% | 減碼 |
| SRN Advisors, LLC | 11,906 | $123.9 萬 | 1.23% | +11,906 | 新進 |
| Park Circle Co | 12,000 | $124.9 萬 | 1.22% | 00.0% | 不變 |
| Bangor Savings Bank | 12,064 | $125.6 萬 | 0.15% | −710−5.6% | 減碼 |
| Empirical Finance, LLC | 12,080 | $125.7 萬 | 0.13% | +981+8.8% | 加碼 |
| Bragg Financial Advisors, Inc | 12,119 | $126.1 萬 | 0.08% | +557+4.8% | 加碼 |
| Haverford Trust Co | 12,189 | $126.9 萬 | 0.02% | −53−0.4% | 減碼 |
| Summit Financial, LLC | 12,324 | $128.3 萬 | 0.12% | +206+1.7% | 加碼 |
| Csenge Advisory Group | 12,354 | $128.6 萬 | 0.10% | +1,539+14.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 12,364 | $128.7 萬 | 0.02% | −1,731−12.3% | 減碼 |
| Parallel Advisors, LLC | 12,402 | $129.1 萬 | 0.06% | −198−1.6% | 減碼 |
| Cowa, LLC | 8,357 | $129.1 萬 | 0.81% | −4,663−35.8% | 減碼 |
| Prelude Capital Management, LLC | 12,409 | $129.2 萬 | 0.08% | +6,841+122.9% | 加碼 |
| Engineers Gate Manager LP | 12,433 | $129.4 萬 | 0.08% | +1,544+14.2% | 加碼 |
| Greylin Investment Mangement Inc | 12,452 | $129.6 萬 | 0.24% | −4,150−25.0% | 減碼 |
| Vestcor Inc | 12,482 | $129.9 萬 | 0.05% | +77+0.6% | 加碼 |
| Bristol John W & Co Inc | 12,500 | $130.1 萬 | 0.03% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 12,522 | $130.3 萬 | 0.86% | −1,474−10.5% | 減碼 |
| Veracity Capital LLC | 12,524 | $130.4 萬 | 0.62% | +12,524 | 新進 |
| Exeter Financial, LLC | 12,525 | $130.4 萬 | 0.68% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 12,532 | $130.4 萬 | 0.05% | +12,532 | 新進 |
| Boyd Watterson Asset Management LLC | 12,533 | $130.4 萬 | 0.54% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 12,541 | $131.0 萬 | 0.02% | +12,541 | 新進 |
| Ar Asset Management Inc | 12,600 | $131.1 萬 | 0.37% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 12,621 | $131.4 萬 | 0.22% | +3,856+44.0% | 加碼 |
| Stephens Inc | 12,633 | $131.5 萬 | 0.03% | −1,767−12.3% | 減碼 |
| Teamwork Financial Advisors, LLC | 12,662 | $131.8 萬 | 0.27% | +3,968+45.6% | 加碼 |
| YHB Investment Advisors, Inc. | 12,708 | $132.3 萬 | 0.14% | +49+0.4% | 加碼 |
| Inscription Capital, LLC | 12,719 | $132.4 萬 | 0.45% | −746−5.5% | 減碼 |
| Aurora Investment Counsel | 12,751 | $132.7 萬 | 0.92% | −1,020−7.4% | 減碼 |
| Lowe Brockenbrough & Co Inc | 12,929 | $134.6 萬 | 0.12% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 12,949 | $134.8 萬 | 0.09% | +865+7.2% | 加碼 |
| Balentine LLC | 13,082 | $136.2 萬 | 0.05% | +3,749+40.2% | 加碼 |
| Welch & Forbes LLC | 13,149 | $136.9 萬 | 0.02% | +318+2.5% | 加碼 |
| Independent Financial Group, LLC | 13,234 | $137.7 萬 | 0.12% | −575−4.2% | 減碼 |
| Aquatic Capital Management LLC | 13,300 | $138.4 萬 | 0.10% | +1,300+10.8% | 加碼 |
| Fruth Investment Management | 13,345 | $138.8 萬 | 0.41% | −100−0.7% | 減碼 |
| Bartlett & Co. LLC | 13,367 | $139.1 萬 | 0.03% | +30+0.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 13,367 | $139.1 萬 | 0.03% | +30+0.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,544 | $141.0 萬 | 0.07% | +8,500+168.5% | 加碼 |
| Fiduciary Trust Co | 13,774 | $143.4 萬 | 0.03% | +50+0.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 13,778 | $143.4 萬 | 0.01% | −810,215−98.3% | 減碼 |
| Logan Capital Management Inc | 13,839 | $144.0 萬 | 0.07% | −50−0.4% | 減碼 |
| Advisor OS, LLC | 13,842 | $144.1 萬 | 0.38% | +6,791+96.3% | 加碼 |
| Redwood Investment Management, LLC | 14,118 | $146.9 萬 | 0.19% | +14,118 | 新進 |
| Horizon Investment Services, LLC | 14,218 | $148.0 萬 | 1.07% | +14,218 | 新進 |
| Cary Street Partner Investment Advisory LLC | 14,219 | $148.0 萬 | 0.11% | −1,473−9.4% | 減碼 |
| Strategic Financial Services, Inc, | 14,234 | $148.1 萬 | 0.12% | −5,756−28.8% | 減碼 |