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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 7,471 | $75.7 萬 | 0.01% | +7,471 | 新進 |
| Lineweaver Wealth Advisors, LLC | 7,476 | $75.9 萬 | 0.23% | +7,476 | 新進 |
| Forum Financial Management, LP | 7,510 | $76.1 萬 | 0.02% | +15+0.2% | 加碼 |
| Full Sail Capital, LLC | 7,583 | $76.9 萬 | 0.07% | +20+0.3% | 加碼 |
| WealthTrust Axiom LLC | 7,630 | $77.4 萬 | 0.26% | +5+0.1% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 7,635 | $77.4 萬 | 0.43% | +949+14.2% | 加碼 |
| Doheny Asset Management | 7,689 | $78.0 萬 | 0.70% | +1,942+33.8% | 加碼 |
| Clark Capital Management Group, Inc. | 7,707 | $78.1 萬 | 0.01% | −231−2.9% | 減碼 |
| DRW Securities, LLC | 7,717 | $78.2 萬 | 0.11% | +7,717 | 新進 |
| Bridge Creek Capital Management LLC | 7,751 | $78.6 萬 | 0.30% | −50−0.6% | 減碼 |
| Bull Street Advisors, LLC | 7,751 | $78.6 萬 | 0.41% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 7,661 | $78.6 萬 | 0.01% | −24−0.3% | 減碼 |
| Wimmer Associates 1, LLC | 8,356 | $78.7 萬 | 0.50% | +77+0.9% | 加碼 |
| Glenview Trust Co | 7,767 | $78.7 萬 | 0.02% | +591+8.2% | 加碼 |
| Peoples Bank | 7,810 | $79.2 萬 | 0.51% | −215−2.7% | 減碼 |
| Westmount Partners, LLC | 7,812 | $79.2 萬 | 0.37% | +20.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 7,840 | $79.4 萬 | 0.12% | −216−2.7% | 減碼 |
| Colony Group LLC | 7,844 | $79.5 萬 | 0.01% | −3,723−32.2% | 減碼 |
| Intrua Financial, LLC | 8,570 | $79.9 萬 | 0.17% | −211−2.4% | 減碼 |
| Wealth Alliance | 7,881 | $79.9 萬 | 0.13% | +47+0.6% | 加碼 |
| True North Advisors, LLC | 7,897 | $80.1 萬 | 0.24% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 7,960 | $80.7 萬 | 0.07% | +5,899+286.2% | 加碼 |
| Searle & Co. | 8,159 | $80.8 萬 | 0.26% | −524−6.0% | 減碼 |
| Northwest & Ethical Investments L.P. | 7,979 | $80.9 萬 | 0.03% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 8,000 | $81.1 萬 | 0.05% | +1,826+29.6% | 加碼 |
| Paradigm Asset Management Co LLC | 8,000 | $81.1 萬 | 0.22% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 8,003 | $81.1 萬 | 0.30% | −7,549−48.5% | 減碼 |
| USA Financial Portformulas Corp | 8,114 | $82.3 萬 | 1.33% | +8,114 | 新進 |
| Horizon Investments, LLC | 8,145 | $82.6 萬 | 0.02% | +280+3.6% | 加碼 |
| Wealth Advisory Solutions, LLC | 8,199 | $83.1 萬 | 0.22% | −22,832−73.6% | 減碼 |
| Fiduciary Group LLC | 8,228 | $83.4 萬 | 0.11% | −19−0.2% | 減碼 |
| Arvest Trust Co N A | 8,247 | $83.6 萬 | 0.05% | −1,391−14.4% | 減碼 |
| Caldwell Trust Co | 8,277 | $83.9 萬 | 0.12% | +477+6.1% | 加碼 |
| Virtus ETF Advisers LLC | 8,298 | $84.1 萬 | 0.46% | +609+7.9% | 加碼 |
| Boston Trust Walden Corp | 8,318 | $84.3 萬 | 0.01% | −2,400−22.4% | 減碼 |
| Baker Ellis Asset Management LLC | 8,334 | $84.5 萬 | 0.15% | −45−0.5% | 減碼 |
| Bank Ozk | 8,362 | $84.8 萬 | 0.42% | −93−1.1% | 減碼 |
| IFP Advisors, Inc | 7,128 | $84.8 萬 | 0.04% | −7,418−51.0% | 減碼 |
| Qsemble Capital Management, LP | 8,400 | $85.2 萬 | 0.57% | −6,100−42.1% | 減碼 |
| Quantamental Technologies LLC | 8,412 | $85.3 萬 | 0.46% | −6,498−43.6% | 減碼 |
| Cowa, LLC | 8,450 | $85.7 萬 | 0.70% | +93+1.1% | 加碼 |
| Verdence Capital Advisors LLC | 8,503 | $86.2 萬 | 0.10% | −176−2.0% | 減碼 |
| CoreCommodity Management, LLC | 8,510 | $86.3 萬 | 0.25% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 8,522 | $86.4 萬 | 0.08% | +250+3.0% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,526 | $86.4 萬 | 0.19% | −262−3.0% | 減碼 |
| Petrus Trust Company, LTA | 8,561 | $86.8 萬 | 0.11% | +8,561 | 新進 |
| Epoch Investment Partners, Inc. | 8,576 | $86.9 萬 | 0.01% | −55−0.6% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,634 | $87.5 萬 | 0.15% | 00.0% | 不變 |
| Jupiter Wealth Management LLC | 8,650 | $87.7 萬 | 0.81% | −1,900−18.0% | 減碼 |
| Columbia Trust Co 01012016 | 8,707 | $88.3 萬 | 0.51% | −929−9.6% | 減碼 |
| Bank of Hawaii | 8,708 | $88.3 萬 | 0.05% | +20+0.2% | 加碼 |
| HighTower Trust Services, LTA | 8,732 | $88.4 萬 | 0.09% | +16+0.2% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 8,728 | $88.6 萬 | 0.35% | 00.0% | 不變 |
| Deuterium Capital Management, LLC | 8,746 | $88.7 萬 | 1.49% | +5,257+150.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 8,467 | $88.7 萬 | 0.01% | −3,421−28.8% | 減碼 |
| Pacific Global Investment Management CO | 8,835 | $89.6 萬 | 0.20% | −31−0.3% | 減碼 |
| Sowell Financial Services LLC | 8,892 | $90.1 萬 | 0.07% | −2,749−23.6% | 減碼 |
| Karpas Strategies, LLC | 8,903 | $90.3 萬 | 0.32% | 00.0% | 不變 |
| Industrial Alliance Investment Management Inc. | 8,934 | $90.6 萬 | 0.03% | +8,934 | 新進 |
| Guyasuta Investment Advisors Inc | 8,938 | $90.6 萬 | 0.07% | −564−5.9% | 減碼 |
| Allworth Financial LP | 8,992 | $91.2 萬 | 0.01% | +3,832+74.3% | 加碼 |
| Gradient Investments LLC | 9,078 | $92.0 萬 | 0.03% | −642−6.6% | 減碼 |
| Rowland & Co Investment Counsel | 9,096 | $92.2 萬 | 0.22% | 00.0% | 不變 |
| Mutual Advisors, LLC | 9,102 | $92.3 萬 | 0.04% | +406+4.7% | 加碼 |
| V Wealth Advisors LLC | 9,113 | $92.4 萬 | 0.17% | +451+5.2% | 加碼 |
| Savant Capital, LLC | 9,116 | $92.4 萬 | 0.02% | +2,491+37.6% | 加碼 |
| Trustmark National Bank Trust Department | 9,177 | $93.0 萬 | 0.08% | −9,614−51.2% | 減碼 |
| Banque Cantonale Vaudoise | 9,202 | $93.3 萬 | 0.05% | −1,000−9.8% | 減碼 |
| Delta Financial Advisors LLC | 9,210 | $93.4 萬 | 0.45% | +20.0% | 加碼 |
| Parcion Private Wealth LLC | 9,235 | $93.6 萬 | 0.10% | +17+0.2% | 加碼 |
| CFO4Life Group, LLC | 9,242 | $93.7 萬 | 0.21% | −200−2.1% | 減碼 |
| Connecticut Wealth Management, LLC | 9,256 | $93.8 萬 | 0.07% | +145+1.6% | 加碼 |
| Signaturefd, LLC | 9,297 | $94.3 萬 | 0.03% | +2,271+32.3% | 加碼 |
| Greenleaf Trust | 9,299 | $94.3 萬 | 0.01% | +225+2.5% | 加碼 |
| Patten Group, Inc. | 9,332 | $94.6 萬 | 0.28% | −12−0.1% | 減碼 |
| Jacobi Capital Management LLC | 9,351 | $94.8 萬 | 0.11% | −92−1.0% | 減碼 |
| Winton Group Ltd | 9,359 | $94.9 萬 | 0.06% | −917−8.9% | 減碼 |
| Mairs & Power Inc | 9,394 | $95.2 萬 | 0.01% | +466+5.2% | 加碼 |
| Diversified Trust Co | 9,412 | $95.4 萬 | 0.04% | −1,337−12.4% | 減碼 |
| Investors Research Corp | 9,417 | $95.5 萬 | 0.25% | −200−2.1% | 減碼 |
| Lowe Brockenbrough & Co Inc | 9,429 | $95.6 萬 | 0.08% | −3,500−27.1% | 減碼 |
| Twin Capital Management Inc | 9,435 | $95.7 萬 | 0.13% | +9,435 | 新進 |
| Edge Capital Group, LLC | 9,443 | $95.7 萬 | 0.06% | +82+0.9% | 加碼 |
| Covenant Partners, LLC | 9,467 | $96.0 萬 | 0.37% | +9,467 | 新進 |
| Bleakley Financial Group, LLC | 9,587 | $97.2 萬 | 0.03% | −591−5.8% | 減碼 |
| Sawtooth Solutions, LLC | 9,592 | $97.2 萬 | 0.03% | +6,640+224.9% | 加碼 |
| Moody National Bank Trust Division | 9,611 | $97.4 萬 | 0.08% | +68+0.7% | 加碼 |
| Cannell Peter B & Co Inc | 9,705 | $98.4 萬 | 0.04% | 00.0% | 不變 |
| First National Trust Co | 9,719 | $98.5 萬 | 0.05% | +179+1.9% | 加碼 |
| Basepoint Wealth LLC | 9,775 | $99.1 萬 | 0.83% | −433−4.2% | 減碼 |
| Ostrum Asset Management | 9,778 | $99.1 萬 | 0.09% | +9,778 | 新進 |
| TD Waterhouse Canada Inc. | 9,454 | $99.3 萬 | 0.01% | −1,451−13.3% | 減碼 |
| Apollon Wealth Management, LLC | 9,808 | $99.4 萬 | 0.06% | +55+0.6% | 加碼 |
| Verition Fund Management LLC | 9,836 | $99.7 萬 | 0.02% | −639−6.1% | 減碼 |
| Pathstone Family Office, LLC | 9,739 | $99.9 萬 | 0.02% | −3,721−27.6% | 減碼 |
| Stillwater Investment Management, LLC | 9,903 | $100.4 萬 | 0.27% | −69−0.7% | 減碼 |
| Atlas Private Wealth Management | 9,903 | $100.4 萬 | 0.60% | +721+7.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,939 | $100.8 萬 | 0.02% | −228−2.2% | 減碼 |
| Lido Advisors, LLC | 10,011 | $101.5 萬 | 0.01% | +136+1.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 10,209 | $103.5 萬 | 0.14% | +717+7.6% | 加碼 |