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 2,108 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 | 2,108 | $535.4 億 |
| 2026 年第 1 季 | 2,131 | $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 | 1,795 | $379.0 億 |
| 2024 年第 4 季 | 1,781 | $349.2 億 |
| 2024 年第 3 季 | 1,774 | $398.4 億 |
| 2024 年第 2 季 | 1,786 | $442.0 億 |
| 2024 年第 1 季 | 1,878 | $522.3 億 |
| 2023 年第 4 季 | 1,792 | $437.3 億 |
| 2023 年第 3 季 | 1,663 | $385.1 億 |
| 2023 年第 2 季 | 1,541 | $308.8 億 |
| 2023 年第 1 季 | 1,572 | $334.1 億 |
| 2022 年第 4 季 | 1,574 | $351.1 億 |
| 2022 年第 3 季 | 1,418 | $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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 13,759 | $149.0 萬 | 0.62% | +13,759 | 新進 |
| AlphaStar Capital Management, LLC | 14,318 | $149.0 萬 | 0.15% | +1,237+9.5% | 加碼 |
| Cornercap Investment Counsel Inc | 14,444 | $150.3 萬 | 0.26% | +14,444 | 新進 |
| Fractal Investments LLC | 14,471 | $150.6 萬 | 0.36% | +14,471 | 新進 |
| Terry L. Blaker | 14,478 | $150.7 萬 | 0.14% | −105−0.7% | 減碼 |
| Qsemble Capital Management, LP | 14,500 | $150.9 萬 | 1.05% | +14,500 | 新進 |
| Moors & Cabot, Inc. | 14,623 | $152.2 萬 | 0.11% | −77−0.5% | 減碼 |
| Armor Investment Advisors, LLC | 14,632 | $152.3 萬 | 0.93% | +91+0.6% | 加碼 |
| Ingalls & Snyder LLC | 14,714 | $153.1 萬 | 0.08% | −128−0.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,813 | $154.2 萬 | 0.04% | −3,054−17.1% | 減碼 |
| First Hawaiian Bank | 14,815 | $154.2 萬 | 0.06% | −160−1.1% | 減碼 |
| Harbour Investment Management LLC | 14,886 | $154.9 萬 | 0.89% | −40−0.3% | 減碼 |
| Quantamental Technologies LLC | 14,910 | $155.2 萬 | 0.71% | +12,212+452.6% | 加碼 |
| Capital Advisors Inc | 14,930 | $155.4 萬 | 0.04% | 00.0% | 不變 |
| Western Wealth Management, LLC | 15,080 | $157.0 萬 | 0.16% | −4,180−21.7% | 減碼 |
| Everett Harris & Co | 15,191 | $158.1 萬 | 0.03% | −30−0.2% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 15,552 | $161.9 萬 | 0.62% | +1,420+10.0% | 加碼 |
| Americana Partners, LLC | 15,563 | $162.0 萬 | 0.28% | +677+4.5% | 加碼 |
| Allstate Corp | 15,579 | $162.1 萬 | 0.05% | +532+3.5% | 加碼 |
| Allstate Investment Management Co | 15,579 | $162.1 萬 | 0.05% | +15,579 | 新進 |
| First Manhattan Co | 15,604 | $162.4 萬 | 0.01% | +8,000+105.2% | 加碼 |
| Tower Bridge Advisors | 15,605 | $162.4 萬 | 0.13% | 00.0% | 不變 |
| CWM, LLC | 15,668 | $163.1 萬 | 0.01% | +118+0.8% | 加碼 |
| Metis Global Partners, LLC | 15,777 | $164.2 萬 | 0.15% | +8,571+118.9% | 加碼 |
| TBH Global Asset Management, LLC | 15,797 | $164.4 萬 | 0.40% | −993−5.9% | 減碼 |
| Lincoln National Corp | 15,798 | $164.4 萬 | 0.04% | −2,052−11.5% | 減碼 |
| Pinnacle Wealth Management, LLC | 15,987 | $166.4 萬 | 2.00% | +15,987 | 新進 |
| Community Bank, N.A. | 16,025 | $166.8 萬 | 0.23% | −55−0.3% | 減碼 |
| Equitable Trust Co | 16,100 | $167.6 萬 | 0.13% | +10,464+185.7% | 加碼 |
| Azzad Asset Management Inc | 16,356 | $170.2 萬 | 0.27% | −1,907−10.4% | 減碼 |
| HB Wealth Management, LLC | 16,373 | $170.4 萬 | 0.03% | +710+4.5% | 加碼 |
| Cobblestone Capital Advisors LLC | 16,507 | $171.8 萬 | 0.13% | +99+0.6% | 加碼 |
| Crescent Sterling, Ltd. | 16,581 | $172.6 萬 | 1.85% | +16,581 | 新進 |
| IFP Advisors, Inc | 14,546 | $174.3 萬 | 0.05% | −17,500−54.6% | 減碼 |
| Curbstone Financial Management Corp | 16,926 | $176.2 萬 | 0.44% | −50−0.3% | 減碼 |
| Northside Capital Management, LLC | 16,941 | $176.3 萬 | 0.53% | +93+0.6% | 加碼 |
| Left Brain Wealth Management, LLC | 16,978 | $176.7 萬 | 1.32% | +16,978 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 17,020 | $177.1 萬 | 1.16% | +720+4.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 17,239 | $179.4 萬 | 0.16% | 00.0% | 不變 |
| Moser Wealth Advisors, LLC | 17,261 | $179.7 萬 | 1.35% | −187−1.1% | 減碼 |
| Telemus Capital, LLC | 17,109 | $180.8 萬 | 0.16% | −136−0.8% | 減碼 |
| Harvest Portfolios Group Inc. | 17,415 | $181.3 萬 | 0.10% | +17,415 | 新進 |
| Fernwood Investment Management, LLC | 17,630 | $183.5 萬 | 0.76% | 00.0% | 不變 |
| Auxier Asset Management | 17,812 | $185.4 萬 | 0.32% | 00.0% | 不變 |
| Financial Counselors Inc | 17,901 | $186.3 萬 | 0.04% | +233+1.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 17,918 | $186.5 萬 | 0.08% | −55−0.3% | 減碼 |
| Leonteq Securities AG | 17,990 | $187.2 萬 | 0.10% | −13,905−43.6% | 減碼 |
| Community Bank & Trust, Waco, Texas | 18,151 | $188.9 萬 | 0.62% | +740+4.3% | 加碼 |
| apricus wealth, LLC | 18,240 | $189.8 萬 | 1.73% | −540−2.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 18,260 | $190.0 萬 | 0.13% | +646+3.7% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $190.5 萬 | 0.31% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 18,468 | $192.2 萬 | 0.15% | −637−3.3% | 減碼 |
| Carret Asset Management, LLC | 18,538 | $192.9 萬 | 0.27% | −452−2.4% | 減碼 |
| Icon Wealth Advisors, LLC | 18,597 | $193.6 萬 | 0.22% | +56+0.3% | 加碼 |
| Sonora Investment Management Group, LLC | 18,670 | $194.3 萬 | 0.18% | +1,704+10.0% | 加碼 |
| Sigma Planning Corp | 18,700 | $194.6 萬 | 0.07% | +2,528+15.6% | 加碼 |
| Strategic Wealth Partners, Ltd. | 18,763 | $195.3 萬 | 0.36% | +1,857+11.0% | 加碼 |
| Trustmark National Bank Trust Department | 18,791 | $195.6 萬 | 0.18% | −92−0.5% | 減碼 |
| Keystone Wealth Services, LLC | 18,830 | $196.0 萬 | 0.85% | −295−1.5% | 減碼 |
| Advisor Partners II, LLC | 18,887 | $196.6 萬 | 0.12% | +1,301+7.4% | 加碼 |
| STRS Ohio | 19,045 | $198.2 萬 | 0.01% | −46−0.2% | 減碼 |
| Hodges Capital Management Inc. | 19,102 | $198.8 萬 | 0.17% | +6,728+54.4% | 加碼 |
| Daymark Wealth Partners, LLC | 19,117 | $199.0 萬 | 0.35% | +19,117 | 新進 |
| Koshinski Asset Management, Inc. | 19,152 | $199.3 萬 | 0.19% | −2,496−11.5% | 減碼 |
| Convergence Investment Partners, LLC | 19,269 | $200.6 萬 | 1.19% | +291+1.5% | 加碼 |
| Private Advisor Group, LLC | 40,765 | $200.9 萬 | 0.10% | +614+1.5% | 加碼 |
| Intrust Bank NA | 19,379 | $201.7 萬 | 0.28% | +1,152+6.3% | 加碼 |
| Bessemer Group Inc | 19,411 | $202.1 萬 | 0.00% | −1,282−6.2% | 減碼 |
| Synovus Financial Corp | 19,520 | $203.2 萬 | 0.02% | +194+1.0% | 加碼 |
| Hendley & Co Inc | 19,570 | $203.7 萬 | 0.91% | −30,503−60.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 19,650 | $204.5 萬 | 0.08% | −9,762−33.2% | 減碼 |
| Mather Group, LLC. | 19,742 | $205.5 萬 | 0.04% | −1,900−8.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 19,743 | $205.5 萬 | 0.15% | −7,341−27.1% | 減碼 |
| Cunning Capital Partners, LP | 19,750 | $205.6 萬 | 1.46% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 19,782 | $205.9 萬 | 0.20% | +2,109+11.9% | 加碼 |
| Centric Wealth Management | 20,017 | $208.3 萬 | 1.06% | +20,017 | 新進 |
| Burney Co | 20,094 | $209.1 萬 | 0.11% | −917−4.4% | 減碼 |
| Vontobel Holding Ltd. | 20,508 | $209.5 萬 | 0.02% | −9,913−32.6% | 減碼 |
| BNC Wealth Management, LLC | 20,172 | $210.0 萬 | 1.24% | +20,172 | 新進 |
| Cheviot Value Management, LLC | 20,166 | $213.3 萬 | 0.53% | −300−1.5% | 減碼 |
| First Nebraska Trust Co | 20,567 | $214.1 萬 | 0.28% | −99−0.5% | 減碼 |
| Hartford Financial Management Inc. | 20,634 | $214.8 萬 | 0.57% | −30−0.1% | 減碼 |
| Somerset Trust Co | 20,882 | $217.4 萬 | 0.91% | +31+0.1% | 加碼 |
| Herold Advisors, Inc. | 20,999 | $218.6 萬 | 0.93% | +152+0.7% | 加碼 |
| City Holding Co | 21,100 | $219.6 萬 | 0.41% | −120−0.6% | 減碼 |
| Neville Rodie & Shaw Inc | 21,172 | $220.3 萬 | 0.21% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 21,201 | $220.7 萬 | 0.09% | 00.0% | 不變 |
| Patten & Patten Inc | 21,227 | $220.9 萬 | 0.20% | −35−0.2% | 減碼 |
| XML Financial, LLC | 21,329 | $222.0 萬 | 0.28% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 21,535 | $224.1 萬 | 0.08% | +100.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 21,677 | $225.6 萬 | 0.10% | +104+0.5% | 加碼 |
| CSS LLC | 21,712 | $226.0 萬 | 0.15% | −1,000−4.4% | 減碼 |
| Cardinal Capital Management | 21,719 | $226.1 萬 | 0.48% | +36+0.2% | 加碼 |
| Wedbush Securities Inc | 21,721 | $226.1 萬 | 0.12% | +243+1.1% | 加碼 |
| Gotham Asset Management, LLC | 21,745 | $226.3 萬 | 0.06% | −5,124−19.1% | 減碼 |
| Vident Investment Advisory, LLC | 21,831 | $227.2 萬 | 0.09% | −3,883−15.1% | 減碼 |
| Bailard, Inc. | 21,972 | $228.7 萬 | 0.09% | −343−1.5% | 減碼 |
| Gries Financial LLC | 22,111 | $230.1 萬 | 0.76% | +7,333+49.6% | 加碼 |
| Veritable, L.P. | 22,156 | $230.6 萬 | 0.04% | −872−3.8% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,332 | $232.4 萬 | 2.05% | +568+2.6% | 加碼 |