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
- 1,575
- 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 564 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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,442 | $25.4 萬 | 0.07% | +2,442 | 新進 |
| Greytown Advisors Inc. | 2,443 | $25.4 萬 | 0.14% | +2,443 | 新進 |
| Allegheny Financial Group LTD | 2,444 | $25.4 萬 | 0.11% | +2,444 | 新進 |
| Montag A & Associates Inc | 2,454 | $25.5 萬 | 0.02% | +45+1.9% | 加碼 |
| Disciplined Investments, LLC | 2,459 | $25.6 萬 | 0.13% | −43,422−94.6% | 減碼 |
| Beach Investment Counsel Inc | 2,460 | $25.6 萬 | 0.03% | +2,460 | 新進 |
| Harbour Investments, Inc. | 2,462 | $25.6 萬 | 0.02% | −46−1.8% | 減碼 |
| Apriem Advisors | 2,462 | $25.6 萬 | 0.04% | +2,462 | 新進 |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $25.7 萬 | 0.05% | +2,468 | 新進 |
| Greenwood Gearhart Inc | 2,470 | $25.7 萬 | 0.04% | +2,470 | 新進 |
| Bray Capital Advisors | 2,482 | $25.8 萬 | 0.08% | +16+0.6% | 加碼 |
| Acima Private Wealth, LLC | 2,500 | $26.0 萬 | 0.13% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 2,512 | $26.1 萬 | 0.10% | +2,512 | 新進 |
| X-Square Capital, LLC | 2,522 | $26.2 萬 | 0.15% | +13+0.5% | 加碼 |
| First Financial Bank - Trust Division | 2,527 | $26.3 萬 | 0.03% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 2,526 | $26.3 萬 | 0.08% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 2,532 | $26.4 萬 | 0.11% | −2,426−48.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Bell Bank | 2,541 | $26.4 萬 | 0.03% | 00.0% | 不變 |
| Leisure Capital Management | 2,542 | $26.5 萬 | 0.14% | +2,542 | 新進 |
| Evoke Wealth, LLC | 2,542 | $26.5 萬 | 0.01% | +26+1.0% | 加碼 |
| MAS Advisors LLC | 2,550 | $26.5 萬 | 0.25% | +2,550 | 新進 |
| Davidson Trust Co | 2,551 | $26.6 萬 | 0.23% | 00.0% | 不變 |
| Gables Capital Management Inc. | 2,552 | $26.6 萬 | 0.19% | −100−3.8% | 減碼 |
| Moloney Securities Asset Management, LLC | 2,558 | $26.6 萬 | 0.06% | −60−2.3% | 減碼 |
| Port Capital LLC | 2,568 | $26.7 萬 | 0.02% | −236−8.4% | 減碼 |
| Moller Financial Services | 2,568 | $26.7 萬 | 0.09% | 00.0% | 不變 |
| Stevens Capital Management LP | 2,577 | $26.8 萬 | 0.17% | −3,986−60.7% | 減碼 |
| Pflug Koory, LLC | 2,576 | $26.8 萬 | 0.15% | −119−4.4% | 減碼 |
| Brainard Capital Management LLC | 2,576 | $26.8 萬 | 0.23% | +2,576 | 新進 |
| MONECO Advisors, LLC | 2,582 | $26.9 萬 | 0.10% | −696−21.2% | 減碼 |
| Chemung Canal Trust Co | 2,584 | $26.9 萬 | 0.06% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 2,592 | $27.0 萬 | 0.01% | +2,592 | 新進 |
| Dodge & Cox | 2,600 | $27.1 萬 | 0.00% | −1,000−27.8% | 減碼 |
| Murphy Pohlad Asset Management LLC | 2,605 | $27.1 萬 | 0.11% | 00.0% | 不變 |
| Fluent Financial, LLC | 2,613 | $27.2 萬 | 0.16% | −29,900−92.0% | 減碼 |
| Advus Financial Partners, LLC | 2,631 | $27.4 萬 | 0.12% | +93+3.7% | 加碼 |
| Jmac Enterprises LLC | 2,635 | $27.4 萬 | 0.08% | −800−23.3% | 減碼 |
| KLCM Advisors, Inc. | 2,637 | $27.4 萬 | 0.06% | +146+5.9% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,639 | $27.5 萬 | 0.08% | +6+0.2% | 加碼 |
| HCR Wealth Advisors | 2,644 | $27.5 萬 | 0.06% | −427−13.9% | 減碼 |
| Stiles Financial Services Inc | 2,647 | $27.5 萬 | 0.16% | −260−8.9% | 減碼 |
| NorthRock Partners, LLC | 2,657 | $27.7 萬 | 0.03% | +2,657 | 新進 |
| IFG Advisory, LLC | 2,663 | $27.7 萬 | 0.03% | −82−3.0% | 減碼 |
| Tiedemann Advisors, LLC | 2,666 | $27.7 萬 | 0.01% | +27+1.0% | 加碼 |
| Dover Advisors, LLC | 2,669 | $27.8 萬 | 0.30% | +2,669 | 新進 |
| Plancorp, LLC | 2,669 | $27.8 萬 | 0.02% | +68+2.6% | 加碼 |
| Monetary Management Group Inc | 2,677 | $27.9 萬 | 0.09% | 00.0% | 不變 |
| CX Institutional | 2,682 | $27.9 萬 | 0.02% | +2,682 | 新進 |
| Douglass Winthrop Advisors, LLC | 2,693 | $28.0 萬 | 0.01% | −32−1.2% | 減碼 |
| Canvas Wealth Advisors, LLC | 2,728 | $28.0 萬 | 0.12% | +182+7.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 2,699 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| LeJeune Puetz Investment Counsel LLC | 2,710 | $28.2 萬 | 0.11% | 00.0% | 不變 |
| North Star Asset Management Inc | 2,715 | $28.3 萬 | 0.02% | +2,715 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,718 | $28.3 萬 | 0.01% | −881−24.5% | 減碼 |
| Wedmont Private Capital | 2,680 | $28.3 萬 | 0.04% | +2,680 | 新進 |
| SBB Research Group LLC | 2,724 | $28.3 萬 | 0.41% | +24+0.9% | 加碼 |
| Renasant Bank | 2,724 | $28.4 萬 | 0.21% | +2,724 | 新進 |
| Angeles Wealth Management, LLC | 2,726 | $28.4 萬 | 0.05% | +35+1.3% | 加碼 |
| Staley Capital Advisers Inc | 2,740 | $28.5 萬 | 0.02% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,744 | $28.6 萬 | 0.15% | −180−6.2% | 減碼 |
| LBMC Investment Advisors, LLC | 2,755 | $28.7 萬 | 0.03% | +10.0% | 加碼 |
| BancorpSouth Bank | 2,757 | $28.7 萬 | 0.03% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 2,764 | $28.8 萬 | 0.01% | +2,764 | 新進 |
| Basso Capital Management, L.P. | 2,787 | $29.0 萬 | 0.31% | +2,787 | 新進 |
| Parsec Financial Management, Inc. | 2,799 | $29.1 萬 | 0.01% | +2,799 | 新進 |
| IVC Wealth Advisors LLC | 2,815 | $29.3 萬 | 0.22% | +68+2.5% | 加碼 |
| Ambassador Advisors, LLC | 2,833 | $29.5 萬 | 0.06% | +283+11.1% | 加碼 |
| Venturi Wealth Management, LLC | 2,839 | $29.5 萬 | 0.03% | +2,839 | 新進 |
| Shelton Capital Management | 2,852 | $29.7 萬 | 0.03% | −21,361−88.2% | 減碼 |
| Carl Stuart Investment Advisor, Inc | 2,863 | $29.8 萬 | 0.28% | 00.0% | 不變 |
| Fulcrum Equity Management | 2,868 | $29.8 萬 | 0.24% | +281+10.9% | 加碼 |
| Fukoku Mutual Life Insurance Co | 2,880 | $30.0 萬 | 0.03% | −320−10.0% | 減碼 |
| Green Square Capital Advisors LLC | 2,886 | $30.0 萬 | 0.04% | −22,629−88.7% | 減碼 |
| LCNB Corp | 2,923 | $30.4 萬 | 0.14% | +310+11.9% | 加碼 |
| Quilter Plc | 2,928 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Good Life Advisors, LLC | 2,929 | $30.5 萬 | 0.04% | −6−0.2% | 減碼 |
| Strategic Blueprint, LLC | 2,944 | $30.6 萬 | 0.04% | +2,944 | 新進 |
| Atlas Capital Advisors LLC | 2,951 | $30.7 萬 | 0.05% | +218+8.0% | 加碼 |
| Sawtooth Solutions, LLC | 2,952 | $30.7 萬 | 0.04% | +193+7.0% | 加碼 |
| First National Bank of South Miami | 2,961 | $30.8 萬 | 0.23% | 00.0% | 不變 |
| Merrion Investment Management Co, LLC | 3,000 | $31.2 萬 | 0.29% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 3,013 | $31.3 萬 | 0.01% | −2,000−39.9% | 減碼 |
| Drive Wealth Management, LLC | 3,014 | $31.4 萬 | 0.16% | −4,421−59.5% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 3,016 | $31.4 萬 | 0.26% | +3,016 | 新進 |
| SFMG, LLC | 3,029 | $31.5 萬 | 0.03% | −92−2.9% | 減碼 |
| Community Bank of Raymore | 3,032 | $31.6 萬 | 0.12% | +3,032 | 新進 |
| Magnus Financial Group LLC | 3,042 | $31.7 萬 | 0.05% | +307+11.2% | 加碼 |
| Rossmore Private Capital | 3,064 | $31.9 萬 | 0.05% | +140+4.8% | 加碼 |
| Jacobs & Co | 3,066 | $31.9 萬 | 0.04% | 00.0% | 不變 |
| Cadinha & Co LLC | 3,065 | $31.9 萬 | 0.07% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 3,067 | $31.9 萬 | 0.10% | −285−8.5% | 減碼 |
| Trust Co of Vermont | 3,067 | $31.9 萬 | 0.02% | −133−4.2% | 減碼 |
| Kanawha Capital Management LLC | 3,074 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| Transform Wealth, LLC | 3,092 | $32.2 萬 | 0.04% | +225+7.8% | 加碼 |
| West Paces Advisors Inc. | 3,094 | $32.2 萬 | 0.10% | +93+3.1% | 加碼 |
| Personal Capital Advisors Corp | 3,098 | $32.2 萬 | 0.00% | −950−23.5% | 減碼 |
| Buckingham Strategic Partners | 3,098 | $32.2 萬 | 0.02% | −2,016−39.4% | 減碼 |
| Arabesque Asset Management Ltd | 3,100 | $32.3 萬 | 0.11% | +3,100 | 新進 |
| TrinityPoint Wealth, LLC | 3,100 | $32.3 萬 | 0.07% | +202+7.0% | 加碼 |