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 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 6,435 | $67.0 萬 | 0.07% | −1,224−16.0% | 減碼 |
| South Street Advisors LLC | 6,420 | $66.8 萬 | 0.15% | 00.0% | 不變 |
| Argent Trust Co | 6,409 | $66.7 萬 | 0.04% | +100+1.6% | 加碼 |
| Old National Bancorp | 6,393 | $66.5 萬 | 0.02% | −561−8.1% | 減碼 |
| Meeder Advisory Services, Inc. | 6,380 | $66.4 萬 | 0.08% | +6,380 | 新進 |
| Westbourne Investment Advisors, Inc. | 6,371 | $66.3 萬 | 0.33% | −950−13.0% | 減碼 |
| Perigon Wealth Management, LLC | 6,331 | $65.9 萬 | 0.04% | +1,832+40.7% | 加碼 |
| Centiva Capital, LP | 6,319 | $65.8 萬 | 0.05% | +6,319 | 新進 |
| C2C Wealth Management, LLC | 6,267 | $65.2 萬 | 0.11% | 00.0% | 不變 |
| American Financial Group Inc | 6,250 | $65.1 萬 | 0.22% | 00.0% | 不變 |
| Whittier Trust Co | 6,254 | $65.1 萬 | 0.01% | +1,490+31.3% | 加碼 |
| Clearstead Advisors, LLC | 6,211 | $64.6 萬 | 0.05% | −650−9.5% | 減碼 |
| Clarius Group, LLC | 6,209 | $64.6 萬 | 0.06% | +30.0% | 加碼 |
| Valley Brook Capital Group | 6,199 | $64.5 萬 | 0.62% | +167+2.8% | 加碼 |
| Valmark Advisers, Inc. | 6,183 | $64.4 萬 | 0.01% | +50+0.8% | 加碼 |
| Symmetry Partners, LLC | 6,174 | $64.3 萬 | 0.04% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 6,174 | $64.3 萬 | 0.04% | +18+0.3% | 加碼 |
| Stegent Equity Advisors, Inc. | 6,162 | $64.1 萬 | 0.77% | +6,162 | 新進 |
| Ahrens Investment Partners LLC | 6,159 | $64.1 萬 | 0.29% | +2,155+53.8% | 加碼 |
| Busey Wealth Management | 6,154 | $64.1 萬 | 0.03% | +2,135+53.1% | 加碼 |
| Confluence Wealth Services, Inc. | 6,147 | $64.0 萬 | 0.17% | +10.0% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 6,135 | $63.9 萬 | 0.17% | −2,056−25.1% | 減碼 |
| Wahed Invest LLC | 6,117 | $63.7 萬 | 0.33% | +573+10.3% | 加碼 |
| Bennicas & Associates, Inc. | 6,100 | $63.5 萬 | 0.37% | −100−1.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,098 | $63.5 萬 | 0.42% | −1,310−17.7% | 減碼 |
| Mystic Asset Management, Inc. | 6,069 | $63.2 萬 | 0.36% | −3,075−33.6% | 減碼 |
| Essex Financial Services, Inc. | 6,070 | $63.1 萬 | 0.07% | +28+0.5% | 加碼 |
| MCF Advisors LLC | 6,061 | $63.1 萬 | 0.06% | −400−6.2% | 減碼 |
| Peoples Financial Services Corp. | 6,060 | $63.1 萬 | 0.30% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 6,038 | $62.8 萬 | 0.21% | +20.0% | 加碼 |
| Heck Capital Advisors, LLC | 6,021 | $62.7 萬 | 0.12% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 5,992 | $62.4 萬 | 0.07% | −332−5.2% | 減碼 |
| Worth Financial Advisory Group, LLC | 5,991 | $62.4 萬 | 0.72% | +5,991 | 新進 |
| Charter Trust Co | 5,985 | $62.3 萬 | 0.05% | −596−9.1% | 減碼 |
| Integrated Advisors Network LLC | 5,973 | $62.2 萬 | 0.04% | +84+1.4% | 加碼 |
| J2 Capital Management Inc | 5,960 | $62.0 萬 | 1.06% | +193+3.3% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,921 | $61.6 萬 | 0.15% | +6+0.1% | 加碼 |
| Roof Eidam & Maycock | 5,910 | $61.5 萬 | 0.22% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,883 | $61.2 萬 | 0.11% | +72+1.2% | 加碼 |
| Patron Partners Advisors, LLC | 5,851 | $60.9 萬 | 0.46% | +50+0.9% | 加碼 |
| National Wealth Management Group, LLC | 5,846 | $60.8 萬 | 0.73% | +5,846 | 新進 |
| Cigna Investments Inc | 5,843 | $60.8 萬 | 0.13% | −50−0.8% | 減碼 |
| Citizens Financial Group Inc | 5,841 | $60.8 萬 | 0.02% | −1,400−19.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,836 | $60.7 萬 | 0.07% | +50+0.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,820 | $60.6 萬 | 0.13% | +1,034+21.6% | 加碼 |
| Kistler-Tiffany Companies, LLC | 5,772 | $60.1 萬 | 0.12% | +1,560+37.0% | 加碼 |
| Equitable Holdings, Inc. | 5,766 | $60.0 萬 | 0.01% | −207−3.5% | 減碼 |
| Aptus Capital Advisors, LLC | 5,757 | $59.9 萬 | 0.02% | +295+5.4% | 加碼 |
| Doheny Asset Management | 5,747 | $59.8 萬 | 0.69% | −2,107−26.8% | 減碼 |
| Comerica Securities,inc. | 5,743 | $59.8 萬 | 0.04% | +1,126+24.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,728 | $59.6 萬 | 0.04% | +124+2.2% | 加碼 |
| Checchi Capital Advisers, LLC | 5,728 | $59.6 萬 | 0.06% | −1,657−22.4% | 減碼 |
| Essex Savings Bank | 5,716 | $59.5 萬 | 0.21% | −4−0.1% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $59.4 萬 | 0.14% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 5,690 | $59.2 萬 | 0.06% | +294+5.4% | 加碼 |
| Trust Co of Toledo NA | 5,680 | $59.1 萬 | 0.11% | +400+7.6% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $59.0 萬 | 0.03% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 5,664 | $58.9 萬 | 0.08% | −21−0.4% | 減碼 |
| Cambridge Trust Co | 5,632 | $58.6 萬 | 0.03% | +306+5.7% | 加碼 |
| MJP Associates Inc | 5,509 | $57.3 萬 | 0.17% | +1,304+31.0% | 加碼 |
| Outfitter Financial LLC | 5,500 | $57.2 萬 | 0.52% | 00.0% | 不變 |
| Waddell & Associates, LLC | 5,490 | $57.1 萬 | 0.10% | −48−0.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,479 | $57.0 萬 | 0.03% | +1,777+48.0% | 加碼 |
| Regent Investment Management LLC | 5,475 | $57.0 萬 | 0.15% | +50+0.9% | 加碼 |
| Campion Asset Management LLC | 5,421 | $56.4 萬 | 0.55% | −175−3.1% | 減碼 |
| We Are One Seven, LLC | 5,387 | $56.1 萬 | 0.06% | +1,383+34.5% | 加碼 |
| Kovack Advisors, Inc. | 5,379 | $56.0 萬 | 0.08% | +303+6.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,363 | $55.8 萬 | 0.02% | +2,796+108.9% | 加碼 |
| Mission Wealth Management, LP | 5,362 | $55.8 萬 | 0.03% | −1,567−22.6% | 減碼 |
| Stockman Wealth Management, Inc. | 5,361 | $55.8 萬 | 0.13% | −382−6.7% | 減碼 |
| Personal Cfo Solutions, LLC | 5,348 | $55.7 萬 | 0.12% | +317+6.3% | 加碼 |
| First National Advisers, LLC | 5,342 | $55.6 萬 | 0.71% | +534+11.1% | 加碼 |
| Fisher Asset Management, LLC | 5,325 | $55.4 萬 | 0.00% | +891+20.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,252 | $54.7 萬 | 0.13% | +5,252 | 新進 |
| Institutional & Family Asset Management, LLC | 5,239 | $54.5 萬 | 0.09% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 5,233 | $54.5 萬 | 0.01% | −1,089−17.2% | 減碼 |
| Vantage Consulting Group Inc | 5,231 | $54.4 萬 | 0.32% | −972−15.7% | 減碼 |
| Syntax Advisors, LLC | 5,231 | $54.4 萬 | 0.45% | −972−15.7% | 減碼 |
| PFG Advisors | 5,227 | $54.4 萬 | 0.05% | −16−0.3% | 減碼 |
| Fund Management at Engine No. 1 LLC | 5,203 | $54.2 萬 | 0.13% | +577+12.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,189 | $54.0 萬 | 0.08% | −2,258−30.3% | 減碼 |
| OneAscent Wealth Management LLC | 5,192 | $54.0 萬 | 0.25% | +307+6.3% | 加碼 |
| KLR Investment Advisors, LLC | 5,172 | $53.8 萬 | 0.44% | +5,172 | 新進 |
| Inlet Private Wealth, LLC | 5,162 | $53.7 萬 | 0.14% | +19+0.4% | 加碼 |
| Allworth Financial LP | 5,160 | $53.7 萬 | 0.01% | +1,203+30.4% | 加碼 |
| Schear Investment Advisers, LLC | 5,156 | $53.7 萬 | 0.66% | +5,156 | 新進 |
| Connectus Wealth, LLC | 5,150 | $53.6 萬 | 0.01% | −100−1.9% | 減碼 |
| Mill Capital Management, LLC | 5,145 | $53.5 萬 | 0.06% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 5,140 | $53.5 萬 | 0.03% | −16,839−76.6% | 減碼 |
| Flputnam Investment Management Co | 5,114 | $53.2 萬 | 0.02% | +211+4.3% | 加碼 |
| Unigestion Holding SA | 5,094 | $53.0 萬 | 0.03% | −1,662−24.6% | 減碼 |
| Weaver Consulting Group | 5,095 | $53.0 萬 | 0.27% | −100−1.9% | 減碼 |
| Garrison Point Advisors, LLC | 5,075 | $52.8 萬 | 0.43% | −30−0.6% | 減碼 |
| Benjamin Edwards Inc | 5,071 | $52.8 萬 | 0.14% | +461+10.0% | 加碼 |
| AIA Group Ltd | 5,066 | $52.7 萬 | 0.03% | +5,066 | 新進 |
| Schnieders Capital Management LLC | 5,058 | $52.6 萬 | 0.12% | +2,500+97.7% | 加碼 |
| Whitener Capital Management, Inc. | 5,026 | $52.3 萬 | 0.23% | +103+2.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,006 | $52.1 萬 | 0.02% | −34−0.7% | 減碼 |
| Beacon Investment Advisors LLC | 4,994 | $52.0 萬 | 0.43% | +4,994 | 新進 |
| CWA Asset Management Group, LLC | 4,948 | $51.5 萬 | 0.04% | +725+17.2% | 加碼 |