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。
2023 年第 1 季 13F 持有人
Phillips 66 在 2023/3/31 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
- 1,573
- 較 2022 年第 4 季 +30 家
- 持有股數
- 3.62 億
- 較 2022 年第 4 季 +2,528 萬 (+7.5%)
- 總市值
- $334.1 億
- 較 2022 年第 4 季 −$16.0 億 (−4.6%)
- 新進機構
- 133
- 另有 553 家加碼
- 清倉機構
- 103
- 另有 591 家減碼
另有 32 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Towle & Co | 10,210 | $103.5 萬 | 0.15% | −1,270−11.1% | 減碼 |
| Longfellow Investment Management Co LLC | 10,211 | $103.5 萬 | 0.24% | 00.0% | 不變 |
| We Are One Seven, LLC | 10,220 | $103.6 萬 | 0.07% | +4,833+89.7% | 加碼 |
| Tiaa, FSB | 10,290 | $104.3 萬 | 0.00% | −800−7.2% | 減碼 |
| Ieq Capital, LLC | 10,299 | $104.4 萬 | 0.02% | −683−6.2% | 減碼 |
| Boston Private Wealth LLC | 10,328 | $104.7 萬 | 0.01% | +3,038+41.7% | 加碼 |
| Capstone Investment Advisors, LLC | 10,363 | $105.1 萬 | 0.03% | +10,363 | 新進 |
| International Assets Investment Management, LLC | 48,022 | $105.3 萬 | 0.15% | +48,022 | 新進 |
| Quantinno Capital Management LP | 10,389 | $105.3 萬 | 0.07% | −498−4.6% | 減碼 |
| Buckingham Strategic Wealth, LLC | 10,149 | $105.6 萬 | 0.02% | 00.0% | 不變 |
| Cullinan Associates Inc | 10,439 | $105.8 萬 | 0.06% | 00.0% | 不變 |
| Adirondack Trust Co | 10,490 | $106.3 萬 | 0.54% | −60−0.6% | 減碼 |
| AMG National Trust Bank | 10,599 | $107.5 萬 | 0.04% | +1,524+16.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 10,658 | $108.0 萬 | 0.06% | +352+3.4% | 加碼 |
| J. W. Coons Advisors, LLC | 10,728 | $108.8 萬 | 0.31% | +350+3.4% | 加碼 |
| Lee Danner & Bass Inc | 10,751 | $109.0 萬 | 0.10% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 10,798 | $109.5 萬 | 0.16% | −20−0.2% | 減碼 |
| BBR Partners, LLC | 10,802 | $109.5 萬 | 0.13% | +33+0.3% | 加碼 |
| Jeppson Wealth Management, LLC | 10,847 | $110.0 萬 | 0.48% | −100−0.9% | 減碼 |
| Erste Asset Management GmbH | 11,000 | $110.0 萬 | 0.02% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 10,849 | $110.0 萬 | 0.68% | −775−6.7% | 減碼 |
| TCG Advisory Services, LLC | 10,937 | $110.9 萬 | 0.23% | +10,937 | 新進 |
| Aquila Investment Management LLC | 11,000 | $111.5 萬 | 0.92% | +11,000 | 新進 |
| United Services Automobile Association | 11,007 | $111.6 萬 | 0.04% | −60,073−84.5% | 減碼 |
| South State Corp. | 11,020 | $111.7 萬 | 0.10% | −389−3.4% | 減碼 |
| Smith, Moore & Co. | 11,055 | $112.1 萬 | 0.15% | +127+1.2% | 加碼 |
| Valeo Financial Advisors, LLC | 11,060 | $112.1 萬 | 0.05% | +16+0.1% | 加碼 |
| Strategic Advisors LLC | 11,101 | $112.5 萬 | 0.23% | −395−3.4% | 減碼 |
| Belpointe Asset Management LLC | 11,155 | $113.1 萬 | 0.06% | −25−0.2% | 減碼 |
| Balentine LLC | 11,177 | $113.3 萬 | 0.04% | −1,905−14.6% | 減碼 |
| Retirement Investment Advisors, Inc. | 11,261 | $114.2 萬 | 0.20% | +1,006+9.8% | 加碼 |
| EHP Funds Inc. | 11,300 | $114.6 萬 | 0.25% | +11,300 | 新進 |
| RFG Advisory, LLC | 11,331 | $114.9 萬 | 0.06% | +138+1.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 11,335 | $114.9 萬 | 0.47% | −1,198−9.6% | 減碼 |
| Barry Investment Advisors, LLC | 11,338 | $114.9 萬 | 0.38% | −71−0.6% | 減碼 |
| Greylin Investment Mangement Inc | 11,402 | $115.6 萬 | 0.21% | −1,050−8.4% | 減碼 |
| Guardian Wealth Management, Inc. | 11,434 | $115.9 萬 | 1.12% | −134−1.2% | 減碼 |
| Martingale Asset Management L P | 11,466 | $116.2 萬 | 0.02% | −213−1.8% | 減碼 |
| Financial Advocates Investment Management | 11,469 | $116.3 萬 | 0.09% | +1,451+14.5% | 加碼 |
| Pathway Financial Advisers, LLC | 11,540 | $117.0 萬 | 0.47% | +24+0.2% | 加碼 |
| Jefferies Financial Group Inc. | 11,548 | $117.1 萬 | 0.02% | +11,548 | 新進 |
| Massmutual Trust Co FSB | 11,572 | $117.3 萬 | 0.04% | +846+7.9% | 加碼 |
| Bangor Savings Bank | 11,679 | $118.4 萬 | 0.14% | −385−3.2% | 減碼 |
| Veriti Management LLC | 11,700 | $118.6 萬 | 0.14% | +2,102+21.9% | 加碼 |
| Bragg Financial Advisors, Inc | 11,707 | $118.7 萬 | 0.07% | −412−3.4% | 減碼 |
| SRN Advisors, LLC | 11,878 | $118.8 萬 | 1.09% | −28−0.2% | 減碼 |
| Evercore Wealth Management, LLC | 11,774 | $119.4 萬 | 0.02% | 00.0% | 不變 |
| Csenge Advisory Group | 11,892 | $120.6 萬 | 0.09% | −462−3.7% | 減碼 |
| Paragon Capital Management LLC | 11,903 | $120.7 萬 | 0.73% | +116+1.0% | 加碼 |
| Fairfield, Bush & Co. | 12,075 | $122.4 萬 | 0.43% | −447−3.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 12,128 | $123.0 萬 | 0.02% | +272+2.3% | 加碼 |
| Marion Wealth Management | 12,170 | $123.4 萬 | 0.46% | +684+6.0% | 加碼 |
| Haverford Trust Co | 12,185 | $123.5 萬 | 0.01% | −40.0% | 減碼 |
| Worldquant Millennium Advisors LLC | 12,222 | $123.9 萬 | 0.02% | +12,222 | 新進 |
| Independent Financial Group, LLC | 12,287 | $124.6 萬 | 0.10% | −947−7.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 12,431 | $126.0 萬 | 0.05% | −36,896−74.8% | 減碼 |
| Integrated Wealth Concepts LLC | 12,546 | $127.2 萬 | 0.03% | +7,858+167.6% | 加碼 |
| Summit Financial, LLC | 12,580 | $127.5 萬 | 0.11% | +256+2.1% | 加碼 |
| Ar Asset Management Inc | 12,600 | $127.7 萬 | 0.34% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 12,617 | $127.9 萬 | 0.05% | +1,953+18.3% | 加碼 |
| Two Sigma Securities, LLC | 12,668 | $128.4 萬 | 0.11% | +12,668 | 新進 |
| Parallel Advisors, LLC | 12,701 | $128.8 萬 | 0.04% | +299+2.4% | 加碼 |
| Estate Counselors, LLC | 12,720 | $129.0 萬 | 0.17% | +12,720 | 新進 |
| YHB Investment Advisors, Inc. | 12,726 | $129.0 萬 | 0.13% | +18+0.1% | 加碼 |
| Group One Trading, L.P. | 12,733 | $129.1 萬 | 0.06% | +12,733 | 新進 |
| Empirical Finance, LLC | 12,780 | $129.6 萬 | 0.12% | +700+5.8% | 加碼 |
| Veracity Capital LLC | 12,872 | $130.5 萬 | 0.60% | +348+2.8% | 加碼 |
| Exeter Financial, LLC | 12,525 | $131.5 萬 | 0.66% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 12,972 | $131.5 萬 | 0.41% | +2,122+19.6% | 加碼 |
| Aurora Investment Counsel | 13,071 | $132.5 萬 | 0.87% | +320+2.5% | 加碼 |
| Wetherby Asset Management Inc | 13,083 | $132.6 萬 | 0.08% | +134+1.0% | 加碼 |
| Welch & Forbes LLC | 13,121 | $133.0 萬 | 0.02% | −28−0.2% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 13,152 | $133.3 萬 | 0.10% | −1,067−7.5% | 減碼 |
| Cresset Asset Management, LLC | 13,158 | $133.4 萬 | 0.03% | −2,172−14.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,214 | $134.0 萬 | 0.07% | −330−2.4% | 減碼 |
| Fruth Investment Management | 13,295 | $134.7 萬 | 0.39% | −50−0.4% | 減碼 |
| Bartlett & Co. LLC | 13,367 | $135.5 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 13,367 | $135.5 萬 | 0.03% | 00.0% | 不變 |
| Inscription Capital, LLC | 13,489 | $136.8 萬 | 0.36% | +770+6.1% | 加碼 |
| Portman Square Capital LLP | 13,704 | $138.9 萬 | 0.35% | +13,704 | 新進 |
| Armor Investment Advisors, LLC | 13,767 | $139.6 萬 | 0.80% | −865−5.9% | 減碼 |
| Advisor OS, LLC | 13,796 | $139.9 萬 | 0.34% | −46−0.3% | 減碼 |
| Logan Capital Management Inc | 13,839 | $140.3 萬 | 0.07% | 00.0% | 不變 |
| Terry L. Blaker | 13,858 | $140.5 萬 | 0.13% | −620−4.3% | 減碼 |
| Balyasny Asset Management LLC | 13,896 | $140.9 萬 | 0.00% | −85,006−85.9% | 減碼 |
| Stephens Inc | 13,906 | $141.0 萬 | 0.03% | +1,273+10.1% | 加碼 |
| Western Wealth Management, LLC | 13,908 | $141.0 萬 | 0.13% | −1,172−7.8% | 減碼 |
| Teamwork Financial Advisors, LLC | 14,048 | $142.4 萬 | 0.26% | +1,386+10.9% | 加碼 |
| Alberta Investment Management Corp | 14,200 | $144.0 萬 | 0.01% | −74,700−84.0% | 減碼 |
| Fiduciary Trust Co | 14,274 | $144.7 萬 | 0.03% | +500+3.6% | 加碼 |
| Walleye Trading LLC | 14,277 | $144.7 萬 | 0.05% | +14,277 | 新進 |
| Leonteq Securities AG | 14,345 | $145.4 萬 | 0.13% | −3,645−20.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 14,379 | $145.8 萬 | 0.21% | +1,758+13.9% | 加碼 |
| Moors & Cabot, Inc. | 14,385 | $145.8 萬 | 0.10% | −238−1.6% | 減碼 |
| Algert Global LLC | 14,487 | $146.9 萬 | 0.07% | +7,138+97.1% | 加碼 |
| Ingalls & Snyder LLC | 14,652 | $148.5 萬 | 0.08% | −62−0.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,648 | $148.5 萬 | 0.04% | −165−1.1% | 減碼 |
| First Hawaiian Bank | 14,815 | $150.2 萬 | 0.05% | 00.0% | 不變 |
| Harbour Investment Management LLC | 14,886 | $150.9 萬 | 0.84% | 00.0% | 不變 |
| Capital Advisors Inc | 14,946 | $151.5 萬 | 0.04% | +16+0.1% | 加碼 |