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
- 1,572
- 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 552 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 |
|---|---|---|---|---|---|
| PFG Advisors | 5,189 | $52.6 萬 | 0.04% | −38−0.7% | 減碼 |
| Spire Wealth Management | 5,187 | $52.6 萬 | 0.02% | +1,095+26.8% | 加碼 |
| Inlet Private Wealth, LLC | 5,162 | $52.3 萬 | 0.14% | 00.0% | 不變 |
| Arkfeld Wealth Strategies, L.L.C. | 4,910 | $52.3 萬 | 0.37% | −32,706−86.9% | 減碼 |
| Connectus Wealth, LLC | 5,150 | $52.2 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,137 | $52.1 萬 | 0.02% | +131+2.6% | 加碼 |
| Seven Eight Capital, LP | 5,121 | $51.9 萬 | 0.11% | +5,121 | 新進 |
| Baker Tilly Wealth Management, LLC | 5,106 | $51.8 萬 | 0.06% | −730−12.5% | 減碼 |
| Weaver Consulting Group | 5,095 | $51.7 萬 | 0.24% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 5,075 | $51.5 萬 | 0.22% | +49+1.0% | 加碼 |
| Beacon Investment Advisors LLC | 5,065 | $51.3 萬 | 0.37% | +71+1.4% | 加碼 |
| Schnieders Capital Management LLC | 5,058 | $51.3 萬 | 0.12% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 5,041 | $51.1 萬 | 0.44% | +1,291+34.4% | 加碼 |
| Vantage Consulting Group Inc | 5,032 | $51.0 萬 | 0.29% | −199−3.8% | 減碼 |
| Syntax Advisors, LLC | 5,032 | $51.0 萬 | 0.39% | −199−3.8% | 減碼 |
| Flputnam Investment Management Co | 4,994 | $50.6 萬 | 0.02% | −120−2.3% | 減碼 |
| Garrison Point Advisors, LLC | 4,975 | $50.4 萬 | 0.38% | −100−2.0% | 減碼 |
| Private Trust Co NA | 4,943 | $50.1 萬 | 0.07% | +272+5.8% | 加碼 |
| Fisher Asset Management, LLC | 4,920 | $49.9 萬 | 0.00% | −405−7.6% | 減碼 |
| ABLE Financial Group, LLC | 4,903 | $49.7 萬 | 0.32% | +4,903 | 新進 |
| EverSource Wealth Advisors, LLC | 4,892 | $49.6 萬 | 0.06% | −297−5.7% | 減碼 |
| ARS Investment Partners, LLC | 4,850 | $49.2 萬 | 0.06% | 00.0% | 不變 |
| Groesbeck Investment Management Corp | 4,836 | $49.1 萬 | 0.74% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 4,838 | $49.0 萬 | 0.02% | +353+7.9% | 加碼 |
| Quadrant Capital Group LLC | 4,811 | $48.8 萬 | 0.05% | +440+10.1% | 加碼 |
| MONECO Advisors, LLC | 4,806 | $48.7 萬 | 0.14% | +2,224+86.1% | 加碼 |
| Citizens Financial Group Inc | 4,804 | $48.7 萬 | 0.02% | −1,037−17.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,803 | $48.7 萬 | 0.00% | +4,803 | 新進 |
| LVM Capital Management Ltd | 4,795 | $48.6 萬 | 0.07% | +170+3.7% | 加碼 |
| Nilsine Partners, LLC | 4,789 | $48.5 萬 | 0.08% | +4,789 | 新進 |
| Vaughan David Investments LLC | 4,756 | $48.2 萬 | 0.01% | 00.0% | 不變 |
| Tradewinds, LLC. | 4,714 | $47.8 萬 | 0.29% | −2,716−36.6% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 4,700 | $47.6 萬 | 1.21% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 4,672 | $47.4 萬 | 0.04% | −1,018−17.9% | 減碼 |
| Lincoln Capital LLC | 4,667 | $47.3 萬 | 0.13% | −37−0.8% | 減碼 |
| OneAscent Wealth Management LLC | 4,667 | $47.3 萬 | 0.18% | −525−10.1% | 減碼 |
| Insigneo Advisory Services, LLC | 4,660 | $47.2 萬 | 0.15% | +2,148+85.5% | 加碼 |
| Stockman Wealth Management, Inc. | 4,656 | $47.2 萬 | 0.11% | −705−13.2% | 減碼 |
| First Foundation Advisors | 4,651 | $47.2 萬 | 0.02% | −5,742−55.2% | 減碼 |
| Verity Asset Management, Inc. | 4,651 | $47.2 萬 | 0.28% | +36+0.8% | 加碼 |
| Coastline Trust Co | 4,650 | $47.1 萬 | 0.07% | 00.0% | 不變 |
| S.A. Mason LLC | 4,644 | $47.1 萬 | 0.34% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 4,616 | $46.8 萬 | 0.06% | −198−4.1% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,874 | $46.5 萬 | 0.12% | 00.0% | 不變 |
| Pitcairn Co | 4,562 | $46.3 萬 | 0.04% | +242+5.6% | 加碼 |
| Financial Advisory Service, Inc. | 4,555 | $46.2 萬 | 0.05% | +10.0% | 加碼 |
| Private Portfolio Partners LLC | 4,549 | $46.1 萬 | 0.12% | +10+0.2% | 加碼 |
| Pinnacle Financial Partners Inc | 4,538 | $46.0 萬 | 0.01% | +116+2.6% | 加碼 |
| San Luis Wealth Advisors LLC | 4,507 | $45.7 萬 | 0.18% | +4,507 | 新進 |
| Concord Asset Management, LLC | 4,502 | $45.6 萬 | 0.19% | +4,502 | 新進 |
| Tributary Capital Management, LLC | 4,500 | $45.6 萬 | 0.04% | +1,000+28.6% | 加碼 |
| Vanguard Capital Wealth Advisors | 4,471 | $45.3 萬 | 0.45% | +331+8.0% | 加碼 |
| AIA Group Ltd | 4,465 | $45.3 萬 | 0.02% | −601−11.9% | 減碼 |
| Roberts Glore & Co Inc | 4,452 | $45.1 萬 | 0.15% | +75+1.7% | 加碼 |
| Means Investment Co., Inc. | 4,428 | $44.9 萬 | 0.08% | +14+0.3% | 加碼 |
| Acropolis Investment Management, LLC | 4,427 | $44.9 萬 | 0.04% | −77−1.7% | 減碼 |
| Trust Co of Oklahoma | 4,424 | $44.9 萬 | 0.18% | +408+10.2% | 加碼 |
| Woodmont Investment Counsel LLC | 4,421 | $44.8 萬 | 0.05% | +9+0.2% | 加碼 |
| Estabrook Capital Management | 4,404 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 4,400 | $44.6 萬 | 0.19% | −20−0.5% | 減碼 |
| Conning Inc. | 4,398 | $44.6 萬 | 0.01% | −30−0.7% | 減碼 |
| Aptus Capital Advisors, LLC | 4,375 | $44.4 萬 | 0.01% | −1,382−24.0% | 減碼 |
| Austin Private Wealth, LLC | 4,366 | $44.3 萬 | 0.07% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 4,425 | $44.2 萬 | 0.11% | −574−11.5% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,357 | $44.2 萬 | 0.39% | +25+0.6% | 加碼 |
| Orleans Capital Management Corp | 4,355 | $44.2 萬 | 0.33% | −225−4.9% | 減碼 |
| Evergreen Capital Management LLC | 4,346 | $44.1 萬 | 0.02% | +12+0.3% | 加碼 |
| Riverwater Partners LLC | 4,334 | $43.9 萬 | 0.40% | −250−5.5% | 減碼 |
| JT Stratford LLC | 4,303 | $43.6 萬 | 0.13% | +393+10.1% | 加碼 |
| Old Point Trust & Financial Services N A | 4,303 | $43.6 萬 | 0.19% | +700+19.4% | 加碼 |
| Sherbrooke Park Advisers LLC | 4,300 | $43.6 萬 | 0.66% | +4,300 | 新進 |
| Naviter Wealth, LLC | 4,296 | $43.6 萬 | 0.15% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 4,296 | $43.6 萬 | 0.42% | +4,296 | 新進 |
| Blackston Financial Advisory Group, LLC | 4,279 | $43.4 萬 | 0.32% | −8−0.2% | 減碼 |
| KLR Investment Advisors, LLC | 4,280 | $43.4 萬 | 0.38% | −892−17.2% | 減碼 |
| Princeton Global Asset Management LLC | 4,275 | $43.3 萬 | 0.12% | +4,130+2,848.3% | 加碼 |
| WP Advisors, LLC | 4,266 | $43.3 萬 | 0.18% | −211−4.7% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,252 | $43.1 萬 | 0.10% | −1,000−19.0% | 減碼 |
| Dividend Assets Capital, LLC | 4,133 | $43.0 萬 | 0.09% | 00.0% | 不變 |
| First Western Trust Bank | 4,237 | $43.0 萬 | 0.02% | −16−0.4% | 減碼 |
| Weik Capital Management | 4,220 | $42.8 萬 | 0.20% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 4,214 | $42.7 萬 | 0.23% | +41+1.0% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 4,165 | $42.2 萬 | 0.04% | +921+28.4% | 加碼 |
| Whittier Trust Co | 4,161 | $42.2 萬 | 0.01% | −2,093−33.5% | 減碼 |
| Field & Main Bank | 4,149 | $42.1 萬 | 0.25% | +72+1.8% | 加碼 |
| Insight Folios Inc | 4,147 | $42.0 萬 | 0.19% | −99−2.3% | 減碼 |
| Nwam LLC | 4,121 | $41.8 萬 | 0.04% | −458−10.0% | 減碼 |
| Mayflower Financial Advisors, LLC | 4,088 | $41.4 萬 | 0.05% | +20.0% | 加碼 |
| SignalPoint Asset Management, LLC | 4,076 | $41.3 萬 | 0.13% | −119−2.8% | 減碼 |
| Acrisure Capital Management, LLC | 4,038 | $40.9 萬 | 0.41% | +4,038 | 新進 |
| Laurion Capital Management LP | 4,037 | $40.9 萬 | 0.02% | +4,037 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 4,020 | $40.8 萬 | 0.04% | +336+9.1% | 加碼 |
| Strategy Asset Managers LLC | 4,020 | $40.8 萬 | 0.10% | −377−8.6% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,015 | $40.7 萬 | 0.05% | −89−2.2% | 減碼 |
| Childress Capital Advisors, LLC | 4,000 | $40.6 萬 | 0.18% | −2,486−38.3% | 減碼 |
| Bornite Capital Management LP | 4,000 | $40.6 萬 | 0.14% | +4,000 | 新進 |
| Wilkins Investment Counsel Inc | 3,989 | $40.4 萬 | 0.11% | 00.0% | 不變 |
| Roundview Capital LLC | 3,978 | $40.3 萬 | 0.04% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 3,971 | $40.3 萬 | 0.00% | +73+1.9% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,971 | $40.3 萬 | 0.08% | +2+0.1% | 加碼 |