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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 9,218 | $95.9 萬 | 0.10% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 9,208 | $95.8 萬 | 0.46% | +10.0% | 加碼 |
| Atlas Private Wealth Management | 9,182 | $95.6 萬 | 0.44% | +1,105+13.7% | 加碼 |
| Connecticut Wealth Management, LLC | 9,111 | $94.8 萬 | 0.08% | −1,491−14.1% | 減碼 |
| NVWM, LLC | 9,095 | $94.7 萬 | 0.34% | −286−3.0% | 減碼 |
| AMG National Trust Bank | 9,075 | $94.5 萬 | 0.03% | +30+0.3% | 加碼 |
| Greenleaf Trust | 9,074 | $94.4 萬 | 0.01% | +733+8.8% | 加碼 |
| Mairs & Power Inc | 8,928 | $92.9 萬 | 0.01% | +130+1.5% | 加碼 |
| Karpas Strategies, LLC | 8,903 | $92.7 萬 | 0.33% | 00.0% | 不變 |
| Pacific Global Investment Management CO | 8,866 | $92.3 萬 | 0.20% | −83−0.9% | 減碼 |
| Rowland & Co Investment Counsel | 9,096 | $91.9 萬 | 0.23% | 00.0% | 不變 |
| Intrua Financial, LLC | 8,781 | $91.7 萬 | 0.21% | +1,492+20.5% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,788 | $91.5 萬 | 0.21% | 00.0% | 不變 |
| Oak Hill Wealth Advisors, LLC | 8,728 | $90.8 萬 | 0.38% | +8,728 | 新進 |
| Mutual Advisors, LLC | 8,696 | $90.5 萬 | 0.04% | −252−2.8% | 減碼 |
| Bank of Hawaii | 8,688 | $90.4 萬 | 0.06% | 00.0% | 不變 |
| Searle & Co. | 8,683 | $90.4 萬 | 0.31% | +8+0.1% | 加碼 |
| Verdence Capital Advisors LLC | 8,679 | $90.3 萬 | 0.11% | +189+2.2% | 加碼 |
| Caxton Associates LP | 8,670 | $90.2 萬 | 0.07% | −863−9.1% | 減碼 |
| V Wealth Advisors LLC | 8,662 | $90.2 萬 | 0.19% | −465−5.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,634 | $89.9 萬 | 0.16% | −30−0.3% | 減碼 |
| Epoch Investment Partners, Inc. | 8,631 | $89.8 萬 | 0.01% | −248−2.8% | 減碼 |
| American Trust | 8,622 | $89.7 萬 | 0.08% | −326−3.6% | 減碼 |
| North Star Investment Management Corp. | 8,576 | $89.3 萬 | 0.08% | +21+0.2% | 加碼 |
| Retirement Group, LLC | 8,559 | $89.1 萬 | 0.43% | +214+2.6% | 加碼 |
| HighTower Trust Services, LTA | 8,716 | $89.0 萬 | 0.09% | +2,003+29.8% | 加碼 |
| Pathstone Family Office, LLC | 13,460 | $88.7 萬 | 0.02% | +3,010+28.8% | 加碼 |
| CoreCommodity Management, LLC | 8,510 | $88.6 萬 | 0.27% | −25−0.3% | 減碼 |
| Seeyond | 8,507 | $88.5 萬 | 0.09% | −1,632−16.1% | 減碼 |
| Hennessy Advisors Inc | 8,500 | $88.5 萬 | 0.06% | −2,000−19.0% | 減碼 |
| Bank Ozk | 8,455 | $88.0 萬 | 0.44% | −66−0.8% | 減碼 |
| Baker Ellis Asset Management LLC | 8,379 | $87.2 萬 | 0.17% | +60+0.7% | 加碼 |
| One River Asset Management, LLC | 8,296 | $86.4 萬 | 0.59% | +8,296 | 新進 |
| Wimmer Associates 1, LLC | 8,279 | $86.2 萬 | 0.57% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 8,272 | $86.1 萬 | 0.09% | +635+8.3% | 加碼 |
| Fiduciary Group LLC | 8,247 | $85.8 萬 | 0.11% | +194+2.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 8,056 | $83.8 萬 | 0.14% | +404+5.3% | 加碼 |
| Boenning & Scattergood, Inc. | 9,677 | $83.6 萬 | 0.13% | +2,632+37.4% | 加碼 |
| Peoples Bank | 8,025 | $83.5 萬 | 0.54% | −155−1.9% | 減碼 |
| Paradigm Asset Management Co LLC | 8,000 | $83.3 萬 | 0.23% | +8,000 | 新進 |
| Northwest & Ethical Investments L.P. | 7,979 | $83.0 萬 | 0.03% | +597+8.1% | 加碼 |
| Clark Capital Management Group, Inc. | 7,938 | $82.6 萬 | 0.01% | −2,243−22.0% | 減碼 |
| Invst, LLC | 8,216 | $82.4 萬 | 0.13% | −663−7.5% | 減碼 |
| True North Advisors, LLC | 7,897 | $82.2 萬 | 0.28% | 00.0% | 不變 |
| Horizon Investments, LLC | 7,865 | $81.9 萬 | 0.02% | +3,055+63.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 7,853 | $81.7 萬 | 0.04% | +2,603+49.6% | 加碼 |
| Wealth Alliance | 7,834 | $81.5 萬 | 0.14% | +1,390+21.6% | 加碼 |
| Westmount Partners, LLC | 7,810 | $81.3 萬 | 0.42% | +7,810 | 新進 |
| Bridge Creek Capital Management LLC | 7,801 | $81.2 萬 | 0.32% | −34−0.4% | 減碼 |
| Caldwell Trust Co | 7,800 | $81.2 萬 | 0.11% | −68−0.9% | 減碼 |
| Bull Street Advisors, LLC | 7,751 | $80.7 萬 | 0.42% | 00.0% | 不變 |
| 1st Source Bank | 7,699 | $80.1 萬 | 0.05% | +400+5.5% | 加碼 |
| Virtus ETF Advisers LLC | 7,689 | $80.0 萬 | 0.42% | −285−3.6% | 減碼 |
| Peapack Gladstone Financial Corp | 7,685 | $80.0 萬 | 0.02% | +5+0.1% | 加碼 |
| Crescent Grove Advisors, LLC | 7,655 | $79.7 萬 | 0.08% | −208−2.6% | 減碼 |
| WealthTrust Axiom LLC | 7,625 | $79.4 萬 | 0.28% | −167−2.1% | 減碼 |
| Dearborn Partners LLC | 7,566 | $78.7 萬 | 0.03% | −2,157−22.2% | 減碼 |
| Full Sail Capital, LLC | 7,563 | $78.7 萬 | 0.07% | −2,956−28.1% | 減碼 |
| Forum Financial Management, LP | 7,495 | $78.0 萬 | 0.03% | +816+12.2% | 加碼 |
| Institute for Wealth Management, LLC. | 7,467 | $77.7 萬 | 0.17% | −128−1.7% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 7,455 | $77.6 萬 | 0.23% | +36+0.5% | 加碼 |
| Bradley Foster & Sargent Inc | 7,434 | $77.4 萬 | 0.02% | −3,000−28.8% | 減碼 |
| Heron Financial Group, LLC | 7,483 | $77.1 萬 | 0.51% | −285−3.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 7,400 | $77.0 萬 | 0.01% | −17,419−70.2% | 減碼 |
| Tradewinds, LLC. | 7,430 | $76.5 萬 | 0.80% | +2,718+57.7% | 加碼 |
| CAPROCK Group, Inc. | 7,349 | $76.5 萬 | 0.07% | −1,585−17.7% | 減碼 |
| Algert Global LLC | 7,349 | $76.5 萬 | 0.04% | +7,349 | 新進 |
| Birmingham Capital Management Co Inc | 7,310 | $76.1 萬 | 0.29% | 00.0% | 不變 |
| BMS Financial Advisors, LLC | 7,303 | $76.0 萬 | 0.50% | −225−3.0% | 減碼 |
| Thomas White International Ltd | 7,300 | $76.0 萬 | 0.17% | 00.0% | 不變 |
| Boston Private Wealth LLC | 7,290 | $75.9 萬 | 0.01% | +159+2.2% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,289 | $75.9 萬 | 0.26% | −294−3.9% | 減碼 |
| Hunter Associates Investment Management LLC | 7,267 | $75.6 萬 | 0.18% | +500+7.4% | 加碼 |
| Friedenthal Financial | 7,230 | $75.2 萬 | 0.52% | +7,230 | 新進 |
| America First Investment Advisors, LLC | 7,198 | $74.9 萬 | 0.22% | +118+1.7% | 加碼 |
| Glenview Trust Co | 7,176 | $74.7 萬 | 0.02% | −90−1.2% | 減碼 |
| Infrastructure Capital Advisors, LLC | 7,168 | $74.6 萬 | 0.15% | +4,336+153.1% | 加碼 |
| Teza Capital Management LLC | 7,165 | $74.6 萬 | 0.14% | −2,756−27.8% | 減碼 |
| Navalign, LLC | 7,103 | $73.9 萬 | 0.30% | −523−6.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 7,102 | $73.9 萬 | 0.06% | −1,246−14.9% | 減碼 |
| Capital Advisors Wealth Management, LLC | 7,102 | $73.9 萬 | 0.22% | +3,303+86.9% | 加碼 |
| Aull & Monroe Investment Management Corp | 7,077 | $73.7 萬 | 0.37% | 00.0% | 不變 |
| Signaturefd, LLC | 7,026 | $73.1 萬 | 0.02% | +833+13.5% | 加碼 |
| Hudson Valley Investment Advisors Inc | 7,010 | $73.0 萬 | 0.11% | −336−4.6% | 減碼 |
| Sandy Spring Bank | 7,005 | $72.9 萬 | 0.04% | +485+7.4% | 加碼 |
| Cladis Investment Advisory, LLC | 6,970 | $72.5 萬 | 0.72% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 6,954 | $72.4 萬 | 0.09% | +120+1.8% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,939 | $72.2 萬 | 0.50% | +35+0.5% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $72.1 萬 | 0.53% | 00.0% | 不變 |
| Park Place Capital Corp | 6,760 | $70.4 萬 | 0.20% | +6,760 | 新進 |
| Van Hulzen Asset Management, LLC | 6,717 | $69.9 萬 | 0.08% | +20.0% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 6,686 | $69.6 萬 | 0.37% | −10−0.1% | 減碼 |
| Chelsea Counsel Co | 6,629 | $69.0 萬 | 0.34% | −175−2.6% | 減碼 |
| Miller Investment Management, LP | 6,500 | $67.7 萬 | 0.12% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 6,490 | $67.5 萬 | 0.03% | +2,374+57.7% | 加碼 |
| WSFS Capital Management, LLC | 6,487 | $67.5 萬 | 0.07% | +6,487 | 新進 |
| Childress Capital Advisors, LLC | 6,486 | $67.5 萬 | 0.22% | +13+0.2% | 加碼 |
| Savant Capital, LLC | 6,625 | $67.5 萬 | 0.02% | +213+3.3% | 加碼 |
| Transcend Wealth Collective, LLC | 6,454 | $67.2 萬 | 0.07% | −285−4.2% | 減碼 |
| Westhampton Capital, LLC | 6,453 | $67.2 萬 | 0.45% | 00.0% | 不變 |