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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 20,618 | $209.0 萬 | 0.54% | −16−0.1% | 減碼 |
| BNC Wealth Management, LLC | 20,489 | $207.7 萬 | 1.16% | +317+1.6% | 加碼 |
| Gries Financial LLC | 20,473 | $207.6 萬 | 0.61% | −1,638−7.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 20,386 | $206.7 萬 | 0.32% | +1,623+8.7% | 加碼 |
| Cheviot Value Management, LLC | 20,083 | $203.6 萬 | 0.49% | −83−0.4% | 減碼 |
| Hodges Capital Management Inc. | 13,752 | $202.7 萬 | 0.17% | −5,350−28.0% | 減碼 |
| Teza Capital Management LLC | 19,960 | $202.4 萬 | 0.44% | +12,795+178.6% | 加碼 |
| Metis Global Partners, LLC | 19,826 | $201.0 萬 | 0.13% | +4,049+25.7% | 加碼 |
| Shelton Capital Management | 19,766 | $200.4 萬 | 0.08% | +16,914+593.1% | 加碼 |
| Cunning Capital Partners, LP | 19,750 | $200.2 萬 | 1.36% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 19,672 | $199.4 萬 | 1.17% | +403+2.1% | 加碼 |
| Advisor Partners II, LLC | 19,576 | $198.5 萬 | 0.11% | +689+3.6% | 加碼 |
| Bessemer Group Inc | 19,578 | $198.4 萬 | 0.00% | +167+0.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,541 | $198.1 萬 | 0.05% | −3,819−16.3% | 減碼 |
| Argonautica Private Wealth Management, Inc | 19,390 | $196.6 萬 | 0.99% | −3,396−14.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 19,288 | $195.5 萬 | 0.05% | +9,730+101.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 19,161 | $194.3 萬 | 0.14% | +693+3.8% | 加碼 |
| Koshinski Asset Management, Inc. | 19,062 | $193.2 萬 | 0.19% | −90−0.5% | 減碼 |
| Keystone Wealth Services, LLC | 18,836 | $191.0 萬 | 0.78% | +60.0% | 加碼 |
| Community Bank & Trust, Waco, Texas | 18,788 | $190.5 萬 | 0.61% | +637+3.5% | 加碼 |
| Sonora Investment Management Group, LLC | 18,718 | $189.8 萬 | 0.17% | +48+0.3% | 加碼 |
| Sigma Planning Corp | 18,703 | $189.6 萬 | 0.06% | +30.0% | 加碼 |
| Mather Group, LLC. | 18,619 | $188.8 萬 | 0.03% | −1,123−5.7% | 減碼 |
| Fortem Financial Group, LLC | 18,461 | $187.2 萬 | 1.22% | +6,598+55.6% | 加碼 |
| Cornercap Investment Counsel Inc | 18,453 | $187.1 萬 | 0.33% | +4,009+27.8% | 加碼 |
| Intrust Bank NA | 18,438 | $186.9 萬 | 0.24% | −941−4.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 18,391 | $186.4 萬 | 0.11% | +131+0.7% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $185.5 萬 | 0.29% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 18,170 | $184.2 萬 | 0.12% | −1,573−8.0% | 減碼 |
| apricus wealth, LLC | 18,040 | $182.9 萬 | 1.67% | −200−1.1% | 減碼 |
| Telemus Capital, LLC | 17,972 | $182.2 萬 | 0.16% | +863+5.0% | 加碼 |
| Carret Asset Management, LLC | 17,958 | $182.1 萬 | 0.25% | −580−3.1% | 減碼 |
| CWM, LLC | 17,958 | $182.1 萬 | 0.01% | +2,290+14.6% | 加碼 |
| Empire Financial Management Company, LLC | 17,898 | $181.5 萬 | 0.74% | +17,898 | 新進 |
| Clifford Swan Investment Counsel LLC | 17,828 | $180.7 萬 | 0.08% | −90−0.5% | 減碼 |
| Vontobel Holding Ltd. | 17,821 | $180.7 萬 | 0.02% | −2,687−13.1% | 減碼 |
| Auxier Asset Management | 17,812 | $180.6 萬 | 0.31% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 17,750 | $179.9 萬 | 0.04% | −47,047−72.6% | 減碼 |
| Fernwood Investment Management, LLC | 17,630 | $178.7 萬 | 0.69% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 17,552 | $177.9 萬 | 0.13% | +1,045+6.3% | 加碼 |
| STRS Ohio | 17,467 | $177.0 萬 | 0.01% | −1,578−8.3% | 減碼 |
| HB Wealth Management, LLC | 17,444 | $176.8 萬 | 0.03% | +1,071+6.5% | 加碼 |
| Community Bank, N.A. | 17,287 | $175.3 萬 | 0.24% | +1,262+7.9% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 17,257 | $175.0 萬 | 1.10% | +237+1.4% | 加碼 |
| Crescent Sterling, Ltd. | 17,001 | $172.4 萬 | 1.67% | +420+2.5% | 加碼 |
| Icon Advisers Inc | 17,000 | $172.3 萬 | 0.44% | +17,000 | 新進 |
| Financial Counselors Inc | 16,942 | $171.8 萬 | 0.04% | −959−5.4% | 減碼 |
| Northside Capital Management, LLC | 16,941 | $171.7 萬 | 0.46% | 00.0% | 不變 |
| Azzad Asset Management Inc | 16,870 | $171.0 萬 | 0.24% | +514+3.1% | 加碼 |
| Equitable Trust Co | 16,688 | $169.2 萬 | 0.13% | +588+3.7% | 加碼 |
| Curbstone Financial Management Corp | 16,676 | $169.1 萬 | 0.41% | −250−1.5% | 減碼 |
| TBH Global Asset Management, LLC | 16,605 | $168.3 萬 | 0.36% | +808+5.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,581 | $168.1 萬 | 0.14% | −658−3.8% | 減碼 |
| Lincoln National Corp | 16,390 | $166.2 萬 | 0.03% | +592+3.7% | 加碼 |
| Independent Advisor Alliance | 16,383 | $166.1 萬 | 0.08% | +16,383 | 新進 |
| Harvest Portfolios Group Inc. | 16,364 | $165.9 萬 | 0.08% | −1,051−6.0% | 減碼 |
| Americana Partners, LLC | 15,999 | $162.2 萬 | 0.26% | +436+2.8% | 加碼 |
| AlphaStar Capital Management, LLC | 15,998 | $162.2 萬 | 0.14% | +1,680+11.7% | 加碼 |
| Horizon Investment Services, LLC | 15,826 | $160.4 萬 | 1.03% | +1,608+11.3% | 加碼 |
| Vinva Investment Management Ltd | 15,968 | $159.7 萬 | 0.13% | +15,968 | 新進 |
| Tower Bridge Advisors | 15,605 | $158.2 萬 | 0.13% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 15,544 | $157.6 萬 | 0.17% | +1,426+10.1% | 加碼 |
| Natixis | 15,429 | $156.4 萬 | 0.01% | +15,429 | 新進 |
| Hendley & Co Inc | 15,430 | $156.4 萬 | 0.70% | −4,140−21.2% | 減碼 |
| First Manhattan Co | 15,384 | $156.0 萬 | 0.01% | −220−1.4% | 減碼 |
| Icon Wealth Partners, LLC | 15,377 | $155.9 萬 | 0.17% | +15,377 | 新進 |
| Great Valley Advisor Group, Inc. | 15,172 | $153.8 萬 | 0.07% | −7,298−32.5% | 減碼 |
| Everett Harris & Co | 15,121 | $153.3 萬 | 0.02% | −70−0.5% | 減碼 |
| VisionPoint Advisory Group, LLC | 16,603 | $153.3 萬 | 0.68% | +2,844+20.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 15,023 | $152.3 萬 | 0.05% | −4,627−23.5% | 減碼 |
| West Tower Group, LLC | 15,000 | $152.1 萬 | 1.50% | +15,000 | 新進 |
| Capital Advisors Inc | 14,946 | $151.5 萬 | 0.04% | +16+0.1% | 加碼 |
| Harbour Investment Management LLC | 14,886 | $150.9 萬 | 0.84% | 00.0% | 不變 |
| First Hawaiian Bank | 14,815 | $150.2 萬 | 0.05% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 14,648 | $148.5 萬 | 0.04% | −165−1.1% | 減碼 |
| Ingalls & Snyder LLC | 14,652 | $148.5 萬 | 0.08% | −62−0.4% | 減碼 |
| Algert Global LLC | 14,487 | $146.9 萬 | 0.07% | +7,138+97.1% | 加碼 |
| Moors & Cabot, Inc. | 14,385 | $145.8 萬 | 0.10% | −238−1.6% | 減碼 |
| KMG Fiduciary Partners, LLC | 14,379 | $145.8 萬 | 0.21% | +1,758+13.9% | 加碼 |
| Leonteq Securities AG | 14,345 | $145.4 萬 | 0.13% | −3,645−20.3% | 減碼 |
| Walleye Trading LLC | 14,277 | $144.7 萬 | 0.05% | +14,277 | 新進 |
| Fiduciary Trust Co | 14,274 | $144.7 萬 | 0.03% | +500+3.6% | 加碼 |
| Alberta Investment Management Corp | 14,200 | $144.0 萬 | 0.01% | −74,700−84.0% | 減碼 |
| Teamwork Financial Advisors, LLC | 14,048 | $142.4 萬 | 0.26% | +1,386+10.9% | 加碼 |
| Western Wealth Management, LLC | 13,908 | $141.0 萬 | 0.13% | −1,172−7.8% | 減碼 |
| Stephens Inc | 13,906 | $141.0 萬 | 0.03% | +1,273+10.1% | 加碼 |
| Balyasny Asset Management LLC | 13,896 | $140.9 萬 | 0.00% | −85,006−85.9% | 減碼 |
| Terry L. Blaker | 13,858 | $140.5 萬 | 0.13% | −620−4.3% | 減碼 |
| Logan Capital Management Inc | 13,839 | $140.3 萬 | 0.07% | 00.0% | 不變 |
| Advisor OS, LLC | 13,796 | $139.9 萬 | 0.34% | −46−0.3% | 減碼 |
| Armor Investment Advisors, LLC | 13,767 | $139.6 萬 | 0.80% | −865−5.9% | 減碼 |
| Portman Square Capital LLP | 13,704 | $138.9 萬 | 0.35% | +13,704 | 新進 |
| Inscription Capital, LLC | 13,489 | $136.8 萬 | 0.36% | +770+6.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 13,367 | $135.5 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. LLC | 13,367 | $135.5 萬 | 0.03% | 00.0% | 不變 |
| Fruth Investment Management | 13,295 | $134.7 萬 | 0.39% | −50−0.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,214 | $134.0 萬 | 0.07% | −330−2.4% | 減碼 |
| Cresset Asset Management, LLC | 13,158 | $133.4 萬 | 0.03% | −2,172−14.2% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 13,152 | $133.3 萬 | 0.10% | −1,067−7.5% | 減碼 |
| Welch & Forbes LLC | 13,121 | $133.0 萬 | 0.02% | −28−0.2% | 減碼 |