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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 54,354 | $565.7 萬 | 0.11% | −3,195−5.6% | 減碼 |
| Brick & Kyle, Associates | 53,669 | $558.6 萬 | 3.25% | −654−1.2% | 減碼 |
| Kornitzer Capital Management Inc | 53,551 | $557.4 萬 | 0.11% | −6,235−10.4% | 減碼 |
| Simmons Bank | 53,192 | $553.6 萬 | 0.48% | −219−0.4% | 減碼 |
| Brown Advisory Inc | 52,733 | $548.8 萬 | 0.01% | +3,095+6.2% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 52,288 | $544.2 萬 | 1.19% | −259−0.5% | 減碼 |
| Atria Investments LLC | 50,798 | $528.5 萬 | 0.11% | +1,916+3.9% | 加碼 |
| Avantax Advisory Services, Inc. | 50,678 | $527.5 萬 | 0.07% | +308+0.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 50,396 | $524.5 萬 | 0.08% | +15,300+43.6% | 加碼 |
| Salem Investment Counselors Inc | 50,274 | $523.3 萬 | 0.22% | +2,150+4.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 59,266 | $520.8 萬 | 0.02% | −981−1.6% | 減碼 |
| RBF Capital, LLC | 50,000 | $520.4 萬 | 0.39% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 50,001 | $520.4 萬 | 0.08% | +5,140+11.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 49,327 | $513.4 萬 | 0.19% | +10,146+25.9% | 加碼 |
| Pearl River Capital, LLC | 49,010 | $510.1 萬 | 0.87% | +10,524+27.3% | 加碼 |
| Intact Investment Management Inc. | 49,000 | $510.0 萬 | 0.22% | −16,100−24.7% | 減碼 |
| Park Avenue Securities LLC | 48,582 | $505.6 萬 | 0.09% | +1,987+4.3% | 加碼 |
| USS Investment Management Ltd | 47,900 | $498.6 萬 | 0.07% | +38,800+426.4% | 加碼 |
| Meyer Handelman Co | 47,872 | $498.3 萬 | 0.21% | −800−1.6% | 減碼 |
| Rothschild Investment Corp | 46,645 | $485.5 萬 | 0.45% | −296−0.6% | 減碼 |
| Mirador Capital Partners LP | 46,546 | $484.4 萬 | 1.15% | −487−1.0% | 減碼 |
| Telos Capital Management, Inc. | 46,381 | $482.7 萬 | 0.70% | +132+0.3% | 加碼 |
| HBK Sorce Advisory LLC | 45,478 | $473.4 萬 | 0.13% | +21,926+93.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 45,464 | $473.2 萬 | 0.39% | +2,080+4.8% | 加碼 |
| AE Wealth Management LLC | 45,426 | $472.8 萬 | 0.03% | −3,619−7.4% | 減碼 |
| Sompo Asset Management Co., Ltd. | 45,125 | $469.7 萬 | 1.07% | −11,360−20.1% | 減碼 |
| Beacon Financial Group | 44,817 | $466.5 萬 | 0.64% | −261−0.6% | 減碼 |
| Rodgers Brothers Inc. | 44,818 | $466.5 萬 | 0.94% | −18,405−29.1% | 減碼 |
| Hartford Investment Management Co | 44,737 | $465.6 萬 | 0.14% | −851−1.9% | 減碼 |
| Stolper Co | 44,733 | $465.6 萬 | 2.04% | +2,752+6.6% | 加碼 |
| Ancora Advisors, LLC | 44,596 | $464.2 萬 | 0.13% | +323+0.7% | 加碼 |
| Westpac Banking Corp | 44,498 | $463.1 萬 | 0.07% | −4,495−9.2% | 減碼 |
| Huntington National Bank | 44,284 | $460.9 萬 | 0.05% | −475−1.1% | 減碼 |
| Scotia Capital Inc. | 43,783 | $455.7 萬 | 0.04% | +1,259+3.0% | 加碼 |
| Prudential PLC | 43,240 | $450.0 萬 | 0.06% | +16,683+62.8% | 加碼 |
| Umb Bank N A | 42,950 | $447.0 萬 | 0.07% | −1,088−2.5% | 減碼 |
| British Columbia Investment Management Corp | 42,614 | $443.5 萬 | 0.05% | −5,063−10.6% | 減碼 |
| Meeder Asset Management Inc | 42,370 | $441.0 萬 | 0.39% | +17,005+67.0% | 加碼 |
| Cary Street Partners Asset Management LLC | 42,356 | $440.8 萬 | 0.89% | −11,500−21.4% | 減碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $438.5 萬 | 1.84% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 41,925 | $436.4 萬 | 0.32% | −1,272−2.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 41,899 | $436.1 萬 | 0.02% | −4,100−8.9% | 減碼 |
| Colonial Trust Advisors | 41,830 | $435.4 萬 | 0.53% | +1,078+2.6% | 加碼 |
| Texas Yale Capital Corp. | 41,643 | $433.4 萬 | 0.25% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 40,993 | $426.7 萬 | 0.11% | +40,993 | 新進 |
| HM Payson & Co | 40,804 | $424.7 萬 | 0.11% | −1,441−3.4% | 減碼 |
| NewSquare Capital LLC | 40,477 | $421.3 萬 | 0.53% | +2,790+7.4% | 加碼 |
| National Bank of Canada | 40,376 | $420.3 萬 | 0.01% | +24,221+149.9% | 加碼 |
| King Luther Capital Management Corp | 39,990 | $416.2 萬 | 0.02% | +442+1.1% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 39,973 | $416.1 萬 | 1.37% | −1,357−3.3% | 減碼 |
| Kesler, Norman & Wride, LLC | 39,721 | $413.4 萬 | 1.06% | +28,107+242.0% | 加碼 |
| Chatham Capital Group, Inc. | 39,415 | $410.2 萬 | 0.96% | −450−1.1% | 減碼 |
| Oppenheimer & Co Inc | 39,343 | $409.5 萬 | 0.09% | +3,603+10.1% | 加碼 |
| Cetera Investment Advisers | 39,338 | $409.4 萬 | 0.04% | +21,507+120.6% | 加碼 |
| Mackenzie Financial Corp | 39,197 | $408.0 萬 | 0.01% | −21,951−35.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 38,984 | $407.4 萬 | 0.16% | −119−0.3% | 減碼 |
| Coldstream Capital Management Inc | 39,051 | $406.4 萬 | 0.15% | +39,051 | 新進 |
| Leavell Investment Management, Inc. | 38,850 | $404.4 萬 | 0.30% | +3,023+8.4% | 加碼 |
| Securian Asset Management, Inc | 38,854 | $404.4 萬 | 0.11% | −226−0.6% | 減碼 |
| Shorepoint Capital Partners LLC | 38,568 | $401.4 萬 | 1.11% | +290+0.8% | 加碼 |
| First American Bank | 38,250 | $398.1 萬 | 0.38% | +266+0.7% | 加碼 |
| First National Bank of Omaha | 37,821 | $393.6 萬 | 0.24% | −2,241−5.6% | 減碼 |
| Kentucky Retirement Systems | 37,821 | $393.6 萬 | 0.16% | +165+0.4% | 加碼 |
| Strategic Global Advisors, LLC | 37,741 | $392.8 萬 | 0.63% | −2,780−6.9% | 減碼 |
| Alpha Omega Wealth Management LLC | 37,528 | $390.6 萬 | 0.69% | −763−2.0% | 減碼 |
| Altrius Capital Management Inc | 37,419 | $389.5 萬 | 1.22% | −1,236−3.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 37,235 | $387.5 萬 | 0.13% | +1,101+3.0% | 加碼 |
| Daiwa Securities Group Inc. | 37,217 | $387.4 萬 | 0.03% | +2,273+6.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,109 | $386.2 萬 | 0.08% | −7,755−17.3% | 減碼 |
| Maryland State Retirement & Pension System | 37,049 | $385.6 萬 | 0.11% | +37,049 | 新進 |
| Fifth Third Bancorp | 36,838 | $383.4 萬 | 0.02% | −25,396−40.8% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 37,616 | $382.1 萬 | 2.52% | −2,356−5.9% | 減碼 |
| Picton Mahoney Asset Management | 36,572 | $380.6 萬 | 0.20% | +1,167+3.3% | 加碼 |
| Farmers & Merchants Investments Inc | 36,532 | $380.2 萬 | 0.16% | 00.0% | 不變 |
| Jane Street Group, LLC | 36,484 | $379.7 萬 | 0.01% | −9,961−21.4% | 減碼 |
| FORA Capital, LLC | 36,444 | $379.3 萬 | 0.61% | +36,444 | 新進 |
| Alta Capital Management LLC | 35,880 | $373.4 萬 | 0.29% | −5,210−12.7% | 減碼 |
| Martin Capital Partners, LLC | 35,816 | $372.8 萬 | 1.54% | +2,607+7.9% | 加碼 |
| Dakota Wealth Management | 35,732 | $371.9 萬 | 0.26% | −142−0.4% | 減碼 |
| GWM Advisors LLC | 70,788 | $369.0 萬 | 0.10% | +25,449+56.1% | 加碼 |
| Pinnacle Associates Ltd | 35,287 | $367.3 萬 | 0.08% | +242+0.7% | 加碼 |
| Soviero Asset Management, LP | 35,000 | $364.3 萬 | 2.16% | +35,000 | 新進 |
| Gateway Investment Advisers LLC | 34,954 | $363.8 萬 | 0.04% | +1,235+3.7% | 加碼 |
| Kingsview Wealth Management, LLC | 34,624 | $360.4 萬 | 0.16% | −754−2.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 34,533 | $359.4 萬 | 0.01% | +1,058+3.2% | 加碼 |
| National Asset Management, Inc. | 34,422 | $358.3 萬 | 0.10% | +2,663+8.4% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 34,349 | $357.5 萬 | 0.01% | +1,769+5.4% | 加碼 |
| Brady Family Wealth, LLC | 34,023 | $354.1 萬 | 1.46% | +34,023 | 新進 |
| Viking Fund Management LLC | 34,000 | $353.9 萬 | 0.70% | −9,000−20.9% | 減碼 |
| Virginia Wealth Management Group, Inc. | 33,827 | $352.1 萬 | 2.44% | +191+0.6% | 加碼 |
| McDonald Partners LLC | 33,726 | $351.0 萬 | 1.20% | +92+0.3% | 加碼 |
| Van Eck Associates Corp | 33,536 | $349.0 萬 | 0.01% | −3,847−10.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 33,455 | $348.2 萬 | 0.02% | +76+0.2% | 加碼 |
| Citizens National Bank Trust Department | 33,439 | $348.0 萬 | 0.98% | +30+0.1% | 加碼 |
| Colonial Trust Co | 33,321 | $346.8 萬 | 0.95% | +3,505+11.8% | 加碼 |
| Northeast Financial Consultants Inc | 33,200 | $345.5 萬 | 0.23% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 32,956 | $343.0 萬 | 0.06% | −892−2.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 32,584 | $339.1 萬 | 0.18% | −2,780−7.9% | 減碼 |
| Arkadios Wealth Advisors | 32,520 | $338.5 萬 | 0.45% | +2,620+8.8% | 加碼 |
| Canal Insurance CO | 32,500 | $338.3 萬 | 0.93% | 00.0% | 不變 |