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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 23,565 | $238.9 萬 | 0.04% | −122,000−83.8% | 減碼 |
| Cetera Advisors LLC | 23,669 | $240.0 萬 | 0.04% | −2,276−8.8% | 減碼 |
| DCM Advisors, LLC | 24,008 | $243.4 萬 | 1.13% | −58−0.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 24,047 | $243.8 萬 | 0.21% | +4,265+21.6% | 加碼 |
| Wedbush Securities Inc | 24,154 | $244.9 萬 | 0.12% | +2,433+11.2% | 加碼 |
| German American Bancorp, Inc. | 24,163 | $245.0 萬 | 0.37% | −1,208−4.8% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,498 | $248.4 萬 | 1.23% | −141−0.6% | 減碼 |
| Zacks Investment Management | 24,635 | $249.7 萬 | 0.03% | −213−0.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 24,685 | $250.3 萬 | 0.09% | +24,685 | 新進 |
| Procyon Private Wealth Partners, LLC | 24,705 | $250.5 萬 | 0.42% | +580+2.4% | 加碼 |
| JustInvest LLC | 25,186 | $255.3 萬 | 0.09% | +2,165+9.4% | 加碼 |
| SevenBridge Financial Group, LLC | 25,205 | $255.5 萬 | 0.70% | +162+0.6% | 加碼 |
| Garrison Asset Management, LLC | 25,298 | $256.5 萬 | 1.59% | −183−0.7% | 減碼 |
| Vident Investment Advisory, LLC | 25,382 | $257.3 萬 | 0.08% | +3,551+16.3% | 加碼 |
| Demars Financial Group, LLC | 25,393 | $257.4 萬 | 1.42% | −721−2.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 25,452 | $258.0 萬 | 0.03% | +13,088+105.9% | 加碼 |
| GPS Wealth Strategies Group, LLC | 25,850 | $262.1 萬 | 0.54% | +753+3.0% | 加碼 |
| Regal Investment Advisors LLC | 25,901 | $262.6 萬 | 0.23% | +23,647+1,049.1% | 加碼 |
| Fundamentun, LLC | 26,049 | $264.1 萬 | 0.44% | −571−2.1% | 減碼 |
| Stock Yards Bank & Trust Co | 26,068 | $264.2 萬 | 0.10% | −806−3.0% | 減碼 |
| Prospera Financial Services Inc | 26,194 | $265.7 萬 | 0.11% | +2,221+9.3% | 加碼 |
| Principle Wealth Partners LLC | 26,240 | $266.0 萬 | 0.28% | 00.0% | 不變 |
| Regions Financial Corp | 26,281 | $266.5 萬 | 0.02% | +693+2.7% | 加碼 |
| Baxter Bros Inc | 26,330 | $266.9 萬 | 0.42% | +120+0.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 26,584 | $269.5 萬 | 0.07% | −322−1.2% | 減碼 |
| Two Sigma Advisers, LP | 26,600 | $269.7 萬 | 0.01% | +26,600 | 新進 |
| FDx Advisors, Inc. | 26,076 | $271.4 萬 | 0.12% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 26,808 | $271.8 萬 | 0.02% | −220−0.8% | 減碼 |
| TownSquare Capital, LLC | 26,821 | $271.9 萬 | 0.06% | +1,503+5.9% | 加碼 |
| Clearbridge Investments, LLC | 26,832 | $272.0 萬 | 0.00% | +2,000+8.1% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 25,625 | $272.3 萬 | 1.20% | +1,515+6.3% | 加碼 |
| LexAurum Advisors, LLC | 27,076 | $274.5 萬 | 0.91% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 27,100 | $274.7 萬 | 0.14% | −9,472−25.9% | 減碼 |
| CFM Wealth Partners LLC | 27,364 | $277.4 萬 | 0.77% | +60.0% | 加碼 |
| Daymark Wealth Partners, LLC | 27,367 | $277.4 萬 | 0.37% | +8,250+43.2% | 加碼 |
| Vestcor Inc | 27,406 | $277.8 萬 | 0.10% | +14,924+119.6% | 加碼 |
| Meitav Dash Investments Ltd | 26,380 | $280.2 萬 | 0.05% | +26,380 | 新進 |
| Toroso Investments, LLC | 27,740 | $281.2 萬 | 0.09% | +5,020+22.1% | 加碼 |
| TD Private Client Wealth LLC | 27,823 | $282.1 萬 | 0.13% | +1,590+6.1% | 加碼 |
| Blue Rock Advisors, LLC | 27,906 | $282.9 萬 | 6.34% | +27,906 | 新進 |
| Brinker Capital Investments, LLC | 226,262 | $286.5 萬 | 0.04% | +200,243+769.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 226,262 | $286.5 萬 | 0.04% | +220,899+4,118.9% | 加碼 |
| River Wealth Advisors LLC | 28,265 | $286.5 萬 | 0.52% | −456−1.6% | 減碼 |
| Resources Investment Advisors, LLC. | 28,270 | $286.6 萬 | 0.07% | +140.0% | 加碼 |
| Parsons Capital Management Inc | 28,357 | $287.5 萬 | 0.23% | −348−1.2% | 減碼 |
| CIBC World Markets Inc. | 28,359 | $287.5 萬 | 0.01% | +372+1.3% | 加碼 |
| Davenport & Co LLC | 28,813 | $292.1 萬 | 0.02% | −1,239−4.1% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 28,900 | $293.0 萬 | 0.55% | +881+3.1% | 加碼 |
| Ellerson Group Inc | 29,055 | $294.6 萬 | 3.19% | −1,472−4.8% | 減碼 |
| Central Trust Co | 29,151 | $295.5 萬 | 0.09% | +19+0.1% | 加碼 |
| Brookstone Capital Management | 28,492 | $296.1 萬 | 0.06% | −1,642−5.4% | 減碼 |
| Riverview Capital Advisers, LLC | 29,306 | $297.1 萬 | 1.28% | −228−0.8% | 減碼 |
| Gotham Asset Management, LLC | 29,334 | $297.4 萬 | 0.07% | +7,589+34.9% | 加碼 |
| SWS Partners | 29,364 | $297.7 萬 | 1.11% | +878+3.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 32,000 | $298.6 萬 | 0.02% | −1,455−4.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 30,183 | $304.9 萬 | 0.04% | +5,075+20.2% | 加碼 |
| Johnson Investment Counsel Inc | 30,298 | $307.2 萬 | 0.04% | +2,472+8.9% | 加碼 |
| Louisiana State Employees Retirement System | 30,300 | $307.2 萬 | 0.08% | −200−0.7% | 減碼 |
| Mattern Wealth Management LLC | 30,388 | $308.1 萬 | 1.02% | −67−0.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 30,493 | $309.1 萬 | 0.03% | +98+0.3% | 加碼 |
| Wisconsin Capital Management LLC | 31,195 | $316.3 萬 | 2.16% | +7,215+30.1% | 加碼 |
| Norinchukin Bank, The | 31,852 | $322.9 萬 | 0.06% | +604+1.9% | 加碼 |
| Van Eck Associates Corp | 31,900 | $323.4 萬 | 0.01% | −1,636−4.9% | 減碼 |
| Virginia Wealth Management Group, Inc. | 31,982 | $324.2 萬 | 2.22% | −1,845−5.5% | 減碼 |
| Exencial Wealth Advisors, LLC | 32,005 | $324.5 萬 | 0.17% | −579−1.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 32,059 | $325.0 萬 | 0.00% | −2,474−7.2% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,153 | $326.0 萬 | 1.04% | +1,929+6.4% | 加碼 |
| Ziegler Capital Management, LLC | 31,951 | $326.7 萬 | 0.13% | −129−0.4% | 減碼 |
| Heritage Trust Co | 32,247 | $326.9 萬 | 0.51% | −216−0.7% | 減碼 |
| Tweedy, Browne Co LLC | 32,271 | $327.2 萬 | 0.18% | −130−0.4% | 減碼 |
| Canal Insurance CO | 32,500 | $329.5 萬 | 0.90% | 00.0% | 不變 |
| L & S Advisors Inc | 32,536 | $329.9 萬 | 0.46% | +32,536 | 新進 |
| Profund Advisors LLC | 32,609 | $330.6 萬 | 0.20% | +2,743+9.2% | 加碼 |
| Fifth Third Bancorp | 32,621 | $330.7 萬 | 0.02% | −4,217−11.4% | 減碼 |
| Colonial Trust Co | 32,971 | $334.3 萬 | 0.85% | −350−1.1% | 減碼 |
| McDonald Partners LLC | 33,141 | $336.0 萬 | 1.09% | −585−1.7% | 減碼 |
| Miller Howard Investments Inc | 33,196 | $336.5 萬 | 0.12% | −46,832−58.5% | 減碼 |
| Northeast Financial Consultants Inc | 33,200 | $336.6 萬 | 0.22% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 33,339 | $338.0 萬 | 0.94% | −100−0.3% | 減碼 |
| WBI Investments | 33,454 | $339.2 萬 | 0.68% | +8,609+34.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 33,588 | $340.5 萬 | 0.05% | +632+1.9% | 加碼 |
| National Asset Management, Inc. | 33,751 | $342.2 萬 | 0.09% | −671−1.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 33,954 | $344.2 萬 | 0.02% | +20,176+146.4% | 加碼 |
| Viking Fund Management LLC | 34,000 | $344.7 萬 | 0.66% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 34,548 | $350.2 萬 | 0.15% | −76−0.2% | 減碼 |
| Arkadios Wealth Advisors | 34,657 | $351.4 萬 | 0.42% | +2,137+6.6% | 加碼 |
| Strategic Global Advisors, LLC | 34,774 | $352.5 萬 | 0.57% | −2,967−7.9% | 減碼 |
| Gateway Investment Advisers LLC | 34,822 | $353.0 萬 | 0.04% | −132−0.4% | 減碼 |
| Pinnacle Associates Ltd | 34,834 | $353.1 萬 | 0.07% | −453−1.3% | 減碼 |
| Nations Financial Group Inc, | 34,906 | $353.9 萬 | 0.37% | +2,632+8.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,456 | $359.5 萬 | 0.01% | +1,107+3.2% | 加碼 |
| Wolverine Trading, LLC | 36,084 | $360.8 萬 | 0.11% | +9,399+35.2% | 加碼 |
| Dakota Wealth Management | 35,641 | $361.3 萬 | 0.24% | −91−0.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 35,951 | $364.5 萬 | 0.05% | −14,445−28.7% | 減碼 |
| Martin Capital Partners, LLC | 36,194 | $366.9 萬 | 1.53% | +378+1.1% | 加碼 |
| Brady Family Wealth, LLC | 36,201 | $367.0 萬 | 1.45% | +2,178+6.4% | 加碼 |
| Farmers & Merchants Investments Inc | 36,532 | $370.4 萬 | 0.15% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 36,637 | $371.4 萬 | 0.03% | −580−1.6% | 減碼 |
| Kentucky Retirement Systems | 36,845 | $373.5 萬 | 0.14% | −976−2.6% | 減碼 |
| Maryland State Retirement & Pension System | 37,049 | $375.6 萬 | 0.08% | 00.0% | 不變 |