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 |
|---|---|---|---|---|---|
| Joule Financial, LLC | 3,112 | $31.5 萬 | 0.17% | +3,112 | 新進 |
| Boothbay Fund Management, LLC | 3,108 | $31.5 萬 | 0.01% | +3,108 | 新進 |
| First Interstate Bank | 3,107 | $31.5 萬 | 0.02% | −129−4.0% | 減碼 |
| Good Life Advisors, LLC | 3,101 | $31.4 萬 | 0.04% | +172+5.9% | 加碼 |
| WBH Advisory Inc | 3,100 | $31.4 萬 | 0.04% | +3,100 | 新進 |
| West Paces Advisors Inc. | 3,088 | $31.3 萬 | 0.10% | −6−0.2% | 減碼 |
| Trust Co | 3,082 | $31.2 萬 | 0.05% | +2,104+215.1% | 加碼 |
| Capital Investment Advisors, LLC | 3,078 | $31.2 萬 | 0.01% | −122−3.8% | 減碼 |
| Ofi Invest Asset Management | 31,605,722 | $31.2 萬 | 1.61% | +31,605,722 | 新進 |
| Kanawha Capital Management LLC | 3,074 | $31.2 萬 | 0.03% | 00.0% | 不變 |
| Apriem Advisors | 3,067 | $31.1 萬 | 0.05% | +605+24.6% | 加碼 |
| Poehling Capital Management, LLC | 3,066 | $31.1 萬 | 0.10% | +3,066 | 新進 |
| Rossmore Private Capital | 3,064 | $31.1 萬 | 0.05% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 3,062 | $31.0 萬 | 0.09% | −5−0.2% | 減碼 |
| Brighton Jones LLC | 3,059 | $31.0 萬 | 0.02% | −310−9.2% | 減碼 |
| Empower Advisory Group, LLC | 3,013 | $31.0 萬 | 0.00% | +3,013 | 新進 |
| Jacobs & Co | 3,066 | $31.0 萬 | 0.04% | 00.0% | 不變 |
| Jump Financial, LLC | 3,053 | $31.0 萬 | 0.01% | +3,053 | 新進 |
| Chilton Capital Management LLC | 3,051 | $30.9 萬 | 0.02% | −226−6.9% | 減碼 |
| Dark Forest Capital Management LP | 3,046 | $30.9 萬 | 0.07% | +3,046 | 新進 |
| Parsec Financial Management, Inc. | 3,024 | $30.7 萬 | 0.01% | +225+8.0% | 加碼 |
| Dover Advisors, LLC | 3,011 | $30.5 萬 | 0.29% | +342+12.8% | 加碼 |
| CSS LLC | 3,000 | $30.4 萬 | 0.02% | −18,712−86.2% | 減碼 |
| Merrion Investment Management Co, LLC | 3,000 | $30.4 萬 | 0.29% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 2,997 | $30.4 萬 | 0.28% | +2,997 | 新進 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $30.3 萬 | 0.26% | −25−0.8% | 減碼 |
| First National Bank of South Miami | 2,955 | $30.0 萬 | 0.24% | −6−0.2% | 減碼 |
| Proequities, Inc. | 2,941 | $29.8 萬 | 0.02% | −523−15.1% | 減碼 |
| Energy Income Partners, LLC | 2,925 | $29.7 萬 | 0.01% | +2,925 | 新進 |
| LCNB Corp | 2,923 | $29.6 萬 | 0.13% | 00.0% | 不變 |
| MQS Management LLC | 2,919 | $29.6 萬 | 0.19% | +2,919 | 新進 |
| Angeles Wealth Management, LLC | 2,908 | $29.5 萬 | 0.04% | +182+6.7% | 加碼 |
| Plancorp, LLC | 2,897 | $29.4 萬 | 0.02% | +228+8.5% | 加碼 |
| TD Ameritrade Investment Management, LLC | 2,892 | $29.3 萬 | 0.00% | −964−25.0% | 減碼 |
| Avantax Planning Partners, Inc. | 2,889 | $29.3 萬 | 0.01% | −499−14.7% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,880 | $29.2 萬 | 0.03% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 2,865 | $29.0 萬 | 0.01% | +524+22.4% | 加碼 |
| Aldebaran Financial Inc. | 2,865 | $29.0 萬 | 0.39% | −1,700−37.2% | 減碼 |
| North Star Asset Management Inc | 2,863 | $29.0 萬 | 0.02% | +148+5.5% | 加碼 |
| OneAscent Financial Services LLC | 2,864 | $29.0 萬 | 0.12% | −552−16.2% | 減碼 |
| Atlas Capital Advisors LLC | 2,836 | $28.8 萬 | 0.05% | −115−3.9% | 減碼 |
| WealthBridge Capital Management, LLC | 2,834 | $28.7 萬 | 0.11% | +750+36.0% | 加碼 |
| PDS Planning, Inc | 2,827 | $28.7 萬 | 0.04% | −936−24.9% | 減碼 |
| Ethic Inc. | 2,818 | $28.6 萬 | 0.01% | −1,022−26.6% | 減碼 |
| IVC Wealth Advisors LLC | 2,810 | $28.5 萬 | 0.20% | −5−0.2% | 減碼 |
| Basso Capital Management, L.P. | 2,787 | $28.3 萬 | 0.27% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 2,777 | $28.1 萬 | 0.20% | +2,777 | 新進 |
| BancorpSouth Bank | 2,769 | $28.1 萬 | 0.03% | +12+0.4% | 加碼 |
| LBMC Investment Advisors, LLC | 2,756 | $27.9 萬 | 0.03% | +10.0% | 加碼 |
| SBB Research Group LLC | 2,751 | $27.9 萬 | 0.39% | +27+1.0% | 加碼 |
| Ballentine Partners, LLC | 2,747 | $27.8 萬 | 0.01% | −874−24.1% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,744 | $27.8 萬 | 0.14% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,738 | $27.8 萬 | 0.01% | +20+0.7% | 加碼 |
| Baker Avenue Asset Management, LP | 2,713 | $27.5 萬 | 0.01% | −789−22.5% | 減碼 |
| Jones Financial Companies LLLP | 2,713 | $27.5 萬 | 0.00% | +270+11.1% | 加碼 |
| Tiedemann Advisors, LLC | 2,708 | $27.5 萬 | 0.01% | +42+1.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 2,699 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 2,697 | $27.3 萬 | 0.06% | +473+21.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 2,693 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Monetary Management Group Inc | 2,677 | $27.1 萬 | 0.08% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 2,673 | $27.1 萬 | 0.05% | +449+20.2% | 加碼 |
| Adviser Investments LLC | 2,669 | $27.1 萬 | 0.01% | +2,669 | 新進 |
| Stiles Financial Services Inc | 2,666 | $27.0 萬 | 0.15% | +19+0.7% | 加碼 |
| Oak Thistle LLC | 2,657 | $26.9 萬 | 0.16% | +2,657 | 新進 |
| MAS Advisors LLC | 2,653 | $26.9 萬 | 0.26% | +103+4.0% | 加碼 |
| Advus Financial Partners, LLC | 2,649 | $26.9 萬 | 0.11% | +18+0.7% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,649 | $26.9 萬 | 0.07% | +10+0.4% | 加碼 |
| HCR Wealth Advisors | 2,644 | $26.8 萬 | 0.05% | 00.0% | 不變 |
| Benjamin Edwards Inc | 2,647 | $26.8 萬 | 0.07% | −2,424−47.8% | 減碼 |
| Trust Co of Virginia | 2,638 | $26.7 萬 | 0.03% | +2,638 | 新進 |
| Jmac Enterprises LLC | 2,635 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,633 | $26.7 萬 | 0.03% | −1,291−32.9% | 減碼 |
| Jennison Associates LLC | 2,622 | $26.6 萬 | 0.00% | −904−25.6% | 減碼 |
| Laidlaw Wealth Management LLC | 2,617 | $26.5 萬 | 0.05% | −1,050−28.6% | 減碼 |
| Pflug Koory, LLC | 2,602 | $26.4 萬 | 0.14% | +26+1.0% | 加碼 |
| Dodge & Cox | 2,600 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,596 | $26.3 萬 | 0.04% | +196+8.2% | 加碼 |
| Chemung Canal Trust Co | 2,584 | $26.2 萬 | 0.06% | 00.0% | 不變 |
| Cutler Group LP | 2,582 | $26.1 萬 | 0.04% | +1,920+290.0% | 加碼 |
| Moller Financial Services | 2,568 | $26.0 萬 | 0.08% | 00.0% | 不變 |
| Gables Capital Management Inc. | 2,552 | $25.9 萬 | 0.18% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,545 | $25.8 萬 | 0.05% | −13−0.5% | 減碼 |
| X-Square Capital, LLC | 2,544 | $25.8 萬 | 0.15% | +22+0.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,532 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| First Financial Bank - Trust Division | 2,527 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 2,526 | $25.6 萬 | 0.08% | 00.0% | 不變 |
| Port Capital LLC | 2,526 | $25.6 萬 | 0.02% | −42−1.6% | 減碼 |
| Harbour Investments, Inc. | 2,523 | $25.6 萬 | 0.01% | +61+2.5% | 加碼 |
| LeJeune Puetz Investment Counsel LLC | 2,520 | $25.5 萬 | 0.09% | −190−7.0% | 減碼 |
| Stokes Family Office, LLC | 2,513 | $25.5 萬 | 0.03% | +160+6.8% | 加碼 |
| Allegheny Financial Group LTD | 2,512 | $25.5 萬 | 0.10% | +68+2.8% | 加碼 |
| IFG Advisory, LLC | 2,511 | $25.5 萬 | 0.02% | −152−5.7% | 減碼 |
| Bray Capital Advisors | 2,500 | $25.3 萬 | 0.07% | +18+0.7% | 加碼 |
| Acima Private Wealth, LLC | 2,500 | $25.3 萬 | 0.12% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,488 | $25.2 萬 | 0.02% | +34+1.4% | 加碼 |
| ING Groep NV | 2,487 | $25.2 萬 | 0.00% | −1,172−32.0% | 減碼 |
| Modera Wealth Management, LLC | 2,483 | $25.2 萬 | 0.01% | +51+2.1% | 加碼 |
| M Holdings Securities, Inc. | 2,479 | $25.1 萬 | 0.03% | +59+2.4% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $25.0 萬 | 0.05% | 00.0% | 不變 |
| Greytown Advisors Inc. | 2,463 | $25.0 萬 | 0.13% | +20+0.8% | 加碼 |