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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 32,463 | $337.9 萬 | 0.55% | −486−1.5% | 減碼 |
| Tweedy, Browne Co LLC | 32,401 | $337.2 萬 | 0.18% | −92−0.3% | 減碼 |
| Nations Financial Group Inc, | 32,274 | $335.9 萬 | 0.38% | +23,347+261.5% | 加碼 |
| Ziegler Capital Management, LLC | 32,080 | $333.3 萬 | 0.14% | +167+0.5% | 加碼 |
| Norinchukin Bank, The | 31,248 | $325.2 萬 | 0.07% | −9,000−22.4% | 減碼 |
| Wealth Advisory Solutions, LLC | 31,031 | $323.0 萬 | 0.87% | −1,545−4.7% | 減碼 |
| Brookstone Capital Management | 30,134 | $318.5 萬 | 0.06% | −8,158−21.3% | 減碼 |
| Ellerson Group Inc | 30,527 | $317.7 萬 | 3.36% | +30,527 | 新進 |
| Louisiana State Employees Retirement System | 30,500 | $317.4 萬 | 0.09% | −300−1.0% | 減碼 |
| Mattern Wealth Management LLC | 30,455 | $317.0 萬 | 1.28% | +3,616+13.5% | 加碼 |
| Cyndeo Wealth Partners, LLC | 30,449 | $316.9 萬 | 0.37% | +30,449 | 新進 |
| Segall Bryant & Hamill, LLC | 30,395 | $316.3 萬 | 0.04% | −587−1.9% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,224 | $314.6 萬 | 1.03% | 00.0% | 不變 |
| Davenport & Co LLC | 30,052 | $312.8 萬 | 0.03% | −617−2.0% | 減碼 |
| Profund Advisors LLC | 29,866 | $310.8 萬 | 0.20% | +2,688+9.9% | 加碼 |
| PGGM Investments | 29,765 | $309.8 萬 | 0.05% | −6,618−18.2% | 減碼 |
| Riverview Capital Advisers, LLC | 29,534 | $307.4 萬 | 1.65% | 00.0% | 不變 |
| Central Trust Co | 29,132 | $303.2 萬 | 0.09% | −571−1.9% | 減碼 |
| River Wealth Advisors LLC | 28,721 | $298.9 萬 | 0.58% | +1,795+6.7% | 加碼 |
| Parsons Capital Management Inc | 28,705 | $298.8 萬 | 0.25% | +131+0.5% | 加碼 |
| SWS Partners | 28,486 | $296.5 萬 | 1.41% | −591−2.0% | 減碼 |
| Resources Investment Advisors, LLC. | 28,256 | $294.1 萬 | 0.09% | −191−0.7% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 28,019 | $291.6 萬 | 0.63% | +1,198+4.5% | 加碼 |
| CIBC World Markets Inc. | 27,987 | $291.3 萬 | 0.01% | +22,023+369.3% | 加碼 |
| Johnson Investment Counsel Inc | 27,826 | $289.6 萬 | 0.04% | +571+2.1% | 加碼 |
| CFM Wealth Partners LLC | 27,358 | $284.7 萬 | 0.85% | +50.0% | 加碼 |
| Metropolitan Life Insurance Co | 27,336 | $284.5 萬 | 0.13% | −1,302−4.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 27,279 | $283.9 萬 | 0.05% | +3,503+14.7% | 加碼 |
| LexAurum Advisors, LLC | 27,076 | $281.8 萬 | 1.01% | +5,217+23.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 27,028 | $281.3 萬 | 0.02% | −1,075−3.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 26,906 | $280.0 萬 | 0.07% | +2,630+10.8% | 加碼 |
| Stock Yards Bank & Trust Co | 26,874 | $279.7 萬 | 0.11% | −100−0.4% | 減碼 |
| Wolverine Trading, LLC | 26,685 | $277.7 萬 | 0.05% | −6,634−19.9% | 減碼 |
| Fundamentun, LLC | 26,620 | $277.1 萬 | 0.49% | −2,300−8.0% | 減碼 |
| Bayesian Capital Management, LP | 26,560 | $276.4 萬 | 0.40% | +8,560+47.6% | 加碼 |
| Principle Wealth Partners LLC | 26,240 | $273.1 萬 | 0.31% | −400−1.5% | 減碼 |
| TD Private Client Wealth LLC | 26,233 | $273.0 萬 | 0.13% | +1,698+6.9% | 加碼 |
| Baxter Bros Inc | 26,210 | $272.8 萬 | 0.45% | −24−0.1% | 減碼 |
| Demars Financial Group, LLC | 26,114 | $271.8 萬 | 1.50% | −4,823−15.6% | 減碼 |
| FDx Advisors, Inc. | 26,076 | $271.4 萬 | 0.12% | +1,324+5.3% | 加碼 |
| Brinker Capital Investments, LLC | 26,019 | $270.8 萬 | 0.05% | −446−1.7% | 減碼 |
| Cetera Advisors LLC | 25,945 | $270.0 萬 | 0.05% | +6,288+32.0% | 加碼 |
| Regions Financial Corp | 25,588 | $266.3 萬 | 0.02% | +1,034+4.2% | 加碼 |
| Cipher Capital LP | 25,575 | $266.2 萬 | 0.50% | +7,095+38.4% | 加碼 |
| Garrison Asset Management, LLC | 25,481 | $265.2 萬 | 1.71% | −127−0.5% | 減碼 |
| German American Bancorp, Inc. | 25,371 | $264.1 萬 | 0.42% | +116+0.5% | 加碼 |
| TownSquare Capital, LLC | 25,318 | $263.5 萬 | 0.07% | +2,383+10.4% | 加碼 |
| Quadrature Capital Ltd | 25,261 | $262.9 萬 | 0.08% | −33,012−56.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,108 | $261.2 萬 | 0.04% | −413−1.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 25,097 | $261.2 萬 | 0.78% | +359+1.5% | 加碼 |
| SevenBridge Financial Group, LLC | 25,043 | $260.7 萬 | 0.76% | −1,286−4.9% | 減碼 |
| Zacks Investment Management | 24,848 | $258.6 萬 | 0.04% | −1,140−4.4% | 減碼 |
| WBI Investments | 24,845 | $258.6 萬 | 0.55% | −19,970−44.6% | 減碼 |
| Clearbridge Investments, LLC | 24,832 | $258.5 萬 | 0.00% | −890−3.5% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,639 | $256.4 萬 | 1.52% | +311+1.3% | 加碼 |
| Argyle Capital Management Inc. | 24,329 | $253.2 萬 | 0.87% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 24,188 | $251.7 萬 | 0.48% | +24,188 | 新進 |
| Procyon Private Wealth Partners, LLC | 24,125 | $251.1 萬 | 0.46% | +8,403+53.4% | 加碼 |
| MAI Capital Management | 24,082 | $250.6 萬 | 0.04% | +1,682+7.5% | 加碼 |
| DCM Advisors, LLC | 24,066 | $250.5 萬 | 1.21% | +11,840+96.8% | 加碼 |
| Wisconsin Capital Management LLC | 23,980 | $249.6 萬 | 1.89% | +23,980 | 新進 |
| Prospera Financial Services Inc | 23,973 | $249.5 萬 | 0.12% | +4,783+24.9% | 加碼 |
| Becker Capital Management Inc | 23,917 | $248.9 萬 | 0.12% | −2,921−10.9% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 24,110 | $244.9 萬 | 1.11% | +7,833+48.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 23,360 | $243.1 萬 | 0.06% | +195+0.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 23,187 | $241.3 萬 | 0.05% | −1,291−5.3% | 減碼 |
| JustInvest LLC | 23,021 | $239.6 萬 | 0.10% | −1,657−6.7% | 減碼 |
| Hancock Whitney Corp | 22,931 | $238.7 萬 | 0.09% | +9,936+76.5% | 加碼 |
| Argonautica Private Wealth Management, Inc | 22,786 | $237.2 萬 | 1.21% | +22,786 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 22,728 | $236.6 萬 | 0.11% | +749+3.4% | 加碼 |
| Toroso Investments, LLC | 22,720 | $236.5 萬 | 0.09% | +208+0.9% | 加碼 |
| New Mexico Educational Retirement Board | 22,528 | $234.5 萬 | 0.13% | −2,100−8.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 22,470 | $233.9 萬 | 0.12% | +1,212+5.7% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,332 | $232.4 萬 | 2.05% | +568+2.6% | 加碼 |
| Veritable, L.P. | 22,156 | $230.6 萬 | 0.04% | −872−3.8% | 減碼 |
| Gries Financial LLC | 22,111 | $230.1 萬 | 0.76% | +7,333+49.6% | 加碼 |
| Bailard, Inc. | 21,972 | $228.7 萬 | 0.09% | −343−1.5% | 減碼 |
| Vident Investment Advisory, LLC | 21,831 | $227.2 萬 | 0.09% | −3,883−15.1% | 減碼 |
| Gotham Asset Management, LLC | 21,745 | $226.3 萬 | 0.06% | −5,124−19.1% | 減碼 |
| Wedbush Securities Inc | 21,721 | $226.1 萬 | 0.12% | +243+1.1% | 加碼 |
| Cardinal Capital Management | 21,719 | $226.1 萬 | 0.48% | +36+0.2% | 加碼 |
| CSS LLC | 21,712 | $226.0 萬 | 0.15% | −1,000−4.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 21,677 | $225.6 萬 | 0.10% | +104+0.5% | 加碼 |
| Miracle Mile Advisors, LLC | 21,535 | $224.1 萬 | 0.08% | +100.0% | 加碼 |
| XML Financial, LLC | 21,329 | $222.0 萬 | 0.28% | 00.0% | 不變 |
| Patten & Patten Inc | 21,227 | $220.9 萬 | 0.20% | −35−0.2% | 減碼 |
| Prio Wealth Limited Partnership | 21,201 | $220.7 萬 | 0.09% | 00.0% | 不變 |
| Neville Rodie & Shaw Inc | 21,172 | $220.3 萬 | 0.21% | 00.0% | 不變 |
| City Holding Co | 21,100 | $219.6 萬 | 0.41% | −120−0.6% | 減碼 |
| Herold Advisors, Inc. | 20,999 | $218.6 萬 | 0.93% | +152+0.7% | 加碼 |
| Somerset Trust Co | 20,882 | $217.4 萬 | 0.91% | +31+0.1% | 加碼 |
| Hartford Financial Management Inc. | 20,634 | $214.8 萬 | 0.57% | −30−0.1% | 減碼 |
| First Nebraska Trust Co | 20,567 | $214.1 萬 | 0.28% | −99−0.5% | 減碼 |
| Cheviot Value Management, LLC | 20,166 | $213.3 萬 | 0.53% | −300−1.5% | 減碼 |
| BNC Wealth Management, LLC | 20,172 | $210.0 萬 | 1.24% | +20,172 | 新進 |
| Vontobel Holding Ltd. | 20,508 | $209.5 萬 | 0.02% | −9,913−32.6% | 減碼 |
| Burney Co | 20,094 | $209.1 萬 | 0.11% | −917−4.4% | 減碼 |
| Centric Wealth Management | 20,017 | $208.3 萬 | 1.06% | +20,017 | 新進 |
| Ashton Thomas Private Wealth, LLC | 19,782 | $205.9 萬 | 0.20% | +2,109+11.9% | 加碼 |
| Cunning Capital Partners, LP | 19,750 | $205.6 萬 | 1.46% | 00.0% | 不變 |