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 |
|---|---|---|---|---|---|
| Probity Advisors, Inc. | 4,894 | $50.9 萬 | 0.12% | +50+1.0% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,874 | $50.7 萬 | 0.15% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 4,870 | $50.7 萬 | 0.01% | +4,870 | 新進 |
| Gofen & Glossberg LLC | 4,849 | $50.5 萬 | 0.01% | +8+0.2% | 加碼 |
| ARS Investment Partners, LLC | 4,850 | $50.5 萬 | 0.07% | −14,905−75.4% | 減碼 |
| Thrive Wealth Management, LLC | 4,846 | $50.4 萬 | 0.14% | −5−0.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,999 | $50.3 萬 | 0.13% | −7,127−58.8% | 減碼 |
| Groesbeck Investment Management Corp | 4,836 | $50.3 萬 | 0.84% | −910−15.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,814 | $50.1 萬 | 0.07% | +264+5.8% | 加碼 |
| Chicago Partners Investment Group LLC | 4,887 | $50.0 萬 | 0.03% | +34+0.7% | 加碼 |
| Ronald Blue Trust, Inc. | 6,169 | $49.8 萬 | 0.01% | +1,943+46.0% | 加碼 |
| Vaughan David Investments LLC | 4,756 | $49.5 萬 | 0.01% | −100−2.1% | 減碼 |
| Lincoln Capital LLC | 4,704 | $49.0 萬 | 0.14% | −38−0.8% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 4,700 | $48.9 萬 | 1.37% | 00.0% | 不變 |
| Successful Portfolios LLC | 4,690 | $48.8 萬 | 0.32% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 4,688 | $48.8 萬 | 0.01% | +1,453+44.9% | 加碼 |
| Cape Cod Five Cents Savings Bank | 4,686 | $48.8 萬 | 0.05% | +258+5.8% | 加碼 |
| Private Trust Co NA | 4,671 | $48.6 萬 | 0.07% | −269−5.4% | 減碼 |
| Coastline Trust Co | 4,650 | $48.4 萬 | 0.07% | −101−2.1% | 減碼 |
| S.A. Mason LLC | 4,644 | $48.3 萬 | 0.36% | 00.0% | 不變 |
| LVM Capital Management Ltd | 4,625 | $48.1 萬 | 0.07% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 4,615 | $48.0 萬 | 0.41% | −921−16.6% | 減碼 |
| Riverwater Partners LLC | 4,584 | $47.7 萬 | 0.41% | −26−0.6% | 減碼 |
| Orleans Capital Management Corp | 4,580 | $47.7 萬 | 0.36% | 00.0% | 不變 |
| Nwam LLC | 4,579 | $47.7 萬 | 0.04% | −2,069−31.1% | 減碼 |
| Aldebaran Financial Inc. | 4,565 | $47.5 萬 | 0.53% | −300−6.2% | 減碼 |
| Financial Advisory Service, Inc. | 4,554 | $47.4 萬 | 0.05% | −30−0.7% | 減碼 |
| Private Portfolio Partners LLC | 4,539 | $47.2 萬 | 0.12% | +5+0.1% | 加碼 |
| Acropolis Investment Management, LLC | 4,504 | $46.9 萬 | 0.04% | +11+0.2% | 加碼 |
| Arete Wealth Advisors, LLC | 4,490 | $46.7 萬 | 0.04% | −51−1.1% | 減碼 |
| Intrinsic Value Partners, LLC | 4,484 | $46.7 萬 | 0.64% | −345−7.1% | 減碼 |
| WP Advisors, LLC | 4,477 | $46.6 萬 | 0.21% | +94+2.1% | 加碼 |
| Cookson Peirce & Co Inc | 4,459 | $46.4 萬 | 0.03% | +575+14.8% | 加碼 |
| Conning Inc. | 4,428 | $46.1 萬 | 0.01% | −12−0.3% | 減碼 |
| Pinnacle Financial Partners Inc | 4,422 | $46.0 萬 | 0.01% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 4,420 | $46.0 萬 | 0.20% | +835+23.3% | 加碼 |
| Naviter Wealth, LLC | 4,296 | $46.0 萬 | 0.13% | 00.0% | 不變 |
| Means Investment Co., Inc. | 4,414 | $45.9 萬 | 0.09% | +20.0% | 加碼 |
| Woodmont Investment Counsel LLC | 4,412 | $45.9 萬 | 0.05% | −210−4.5% | 減碼 |
| Estabrook Capital Management | 4,404 | $45.8 萬 | 0.08% | −29−0.7% | 減碼 |
| Strategy Asset Managers LLC | 4,397 | $45.8 萬 | 0.12% | −4−0.1% | 減碼 |
| Segment Wealth Management, LLC | 4,378 | $45.6 萬 | 0.05% | +285+7.0% | 加碼 |
| Roberts Glore & Co Inc | 4,377 | $45.6 萬 | 0.16% | −300−6.4% | 減碼 |
| Quadrant Capital Group LLC | 4,371 | $45.5 萬 | 0.05% | +181+4.3% | 加碼 |
| Austin Private Wealth, LLC | 4,366 | $45.4 萬 | 0.08% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 4,357 | $45.3 萬 | 0.11% | −1,740−28.5% | 減碼 |
| Evergreen Capital Management LLC | 4,334 | $45.1 萬 | 0.02% | +134+3.2% | 加碼 |
| Chicago Trust Co NA | 4,334 | $45.1 萬 | 0.11% | +606+16.3% | 加碼 |
| Pitcairn Co | 4,320 | $45.0 萬 | 0.04% | −112−2.5% | 減碼 |
| Money Concepts Capital Corp | 4,318 | $44.9 萬 | 0.02% | +3,298+323.3% | 加碼 |
| Blackston Financial Advisory Group, LLC | 4,287 | $44.6 萬 | 0.32% | +184+4.5% | 加碼 |
| Hanson & Doremus Investment Management | 4,280 | $44.5 萬 | 0.10% | +354+9.0% | 加碼 |
| First Western Trust Bank | 4,253 | $44.3 萬 | 0.03% | +4,253 | 新進 |
| Insight Folios Inc | 4,246 | $44.2 萬 | 0.20% | +80+1.9% | 加碼 |
| Sutton Wealth Advisors Inc. | 4,228 | $44.0 萬 | 0.17% | 00.0% | 不變 |
| Weik Capital Management | 4,220 | $43.9 萬 | 0.21% | −370−8.1% | 減碼 |
| SignalPoint Asset Management, LLC | 4,195 | $43.7 萬 | 0.15% | +19+0.5% | 加碼 |
| Your Advocates Ltd., LLP | 4,173 | $43.4 萬 | 0.25% | +667+19.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 4,140 | $43.1 萬 | 0.50% | −2,445−37.1% | 減碼 |
| Dividend Assets Capital, LLC | 4,133 | $43.0 萬 | 0.09% | −600−12.7% | 減碼 |
| Siemens Fonds Invest GmbH | 4,127 | $43.0 萬 | 0.04% | −627−13.2% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,104 | $42.7 萬 | 0.05% | −1,073−20.7% | 減碼 |
| Spire Wealth Management | 4,092 | $42.6 萬 | 0.02% | +441+12.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,086 | $42.5 萬 | 0.06% | −177−4.2% | 減碼 |
| Field & Main Bank | 4,077 | $42.4 萬 | 0.27% | +25+0.6% | 加碼 |
| David Loasby | 4,165 | $42.2 萬 | 0.06% | +4,165 | 新進 |
| FineMark National Bank & Trust | 4,051 | $42.2 萬 | 0.02% | −900−18.2% | 減碼 |
| John G Ullman & Associates Inc | 4,028 | $41.9 萬 | 0.07% | +18+0.4% | 加碼 |
| Trust Co of Oklahoma | 4,016 | $41.8 萬 | 0.17% | +164+4.3% | 加碼 |
| U S Global Investors Inc | 4,000 | $41.6 萬 | 0.02% | −2,500−38.5% | 減碼 |
| Wilkins Investment Counsel Inc | 3,989 | $41.5 萬 | 0.11% | 00.0% | 不變 |
| Roundview Capital LLC | 3,978 | $41.4 萬 | 0.05% | +278+7.5% | 加碼 |
| Investment Management Corp of Ontario | 3,970 | $41.3 萬 | 0.02% | +3,970 | 新進 |
| Mosaic Family Wealth Partners, LLC | 3,969 | $41.3 萬 | 0.12% | +3,969 | 新進 |
| SYSTM Wealth Solutions LLC | 3,965 | $41.3 萬 | 0.05% | +3,965 | 新進 |
| Laurel Wealth Advisors, Inc. | 3,959 | $41.2 萬 | 0.04% | −365−8.4% | 減碼 |
| Vise Technologies, Inc. | 3,956 | $41.2 萬 | 0.13% | +3,956 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,952 | $41.1 萬 | 0.06% | +660+20.0% | 加碼 |
| Lindbrook Capital, LLC | 3,924 | $40.8 萬 | 0.05% | +920+30.6% | 加碼 |
| Callan Capital, LLC | 3,912 | $40.7 萬 | 0.05% | +1,289+49.1% | 加碼 |
| JT Stratford LLC | 3,910 | $40.7 萬 | 0.13% | +20+0.5% | 加碼 |
| Next Capital Management LLC | 3,904 | $40.6 萬 | 0.22% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 3,898 | $40.6 萬 | 0.00% | +40+1.0% | 加碼 |
| Wedgewood Investors Inc | 3,899 | $40.6 萬 | 0.53% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 3,899 | $40.6 萬 | 0.08% | +9+0.2% | 加碼 |
| BKD Wealth Advisors, LLC | 3,890 | $40.5 萬 | 0.01% | +128+3.4% | 加碼 |
| Washington Trust Co | 3,864 | $40.2 萬 | 0.02% | −900−18.9% | 減碼 |
| Advisors Capital Management, LLC | 3,860 | $40.2 萬 | 0.01% | +1,684+77.4% | 加碼 |
| AdvisorShares Investments LLC | 3,860 | $40.2 萬 | 0.11% | +3,860 | 新進 |
| TD Ameritrade Investment Management, LLC | 3,856 | $40.1 萬 | 0.00% | −1,370−26.2% | 減碼 |
| KCM Investment Advisors LLC | 3,850 | $40.1 萬 | 0.02% | +3,850 | 新進 |
| Gallacher Capital Management LLC | 3,845 | $40.0 萬 | 0.24% | +3,845 | 新進 |
| AlphaCentric Advisors LLC | 3,843 | $40.0 萬 | 0.40% | +2,501+186.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,840 | $40.0 萬 | 0.05% | +619+19.2% | 加碼 |
| Ethic Inc. | 3,840 | $40.0 萬 | 0.02% | +759+24.6% | 加碼 |
| Axxcess Wealth Management, LLC | 3,836 | $39.9 萬 | 0.03% | −61−1.6% | 減碼 |
| Powers Advisory Group, LLC | 3,836 | $39.9 萬 | 0.29% | 00.0% | 不變 |
| Keating Investment Counselors Inc | 3,835 | $39.9 萬 | 0.16% | +3,835 | 新進 |
| Montchanin Asset Management, LLC | 3,830 | $39.9 萬 | 0.55% | 00.0% | 不變 |
| Goodman Financial Corp | 3,813 | $39.7 萬 | 0.13% | 00.0% | 不變 |