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 |
|---|---|---|---|---|---|
| BMS Financial Advisors, LLC | 6,884 | $69.8 萬 | 0.48% | −419−5.7% | 減碼 |
| Mill Capital Management, LLC | 6,856 | $69.5 萬 | 0.07% | +1,711+33.3% | 加碼 |
| Park Place Capital Corp | 6,831 | $69.3 萬 | 0.19% | +71+1.1% | 加碼 |
| Meeder Advisory Services, Inc. | 6,823 | $69.2 萬 | 0.08% | +443+6.9% | 加碼 |
| Cookson Peirce & Co Inc | 6,816 | $69.1 萬 | 0.04% | +2,357+52.9% | 加碼 |
| Van Hulzen Asset Management, LLC | 6,794 | $68.9 萬 | 0.06% | +77+1.1% | 加碼 |
| CAPROCK Group, Inc. | 6,767 | $68.6 萬 | 0.05% | −582−7.9% | 減碼 |
| Westhampton Capital, LLC | 6,703 | $68.0 萬 | 0.44% | +250+3.9% | 加碼 |
| Heron Financial Group, LLC | 6,680 | $67.7 萬 | 0.37% | −803−10.7% | 減碼 |
| Islay Capital Management, LLC | 6,599 | $66.9 萬 | 0.65% | −4,417−40.1% | 減碼 |
| Transcend Wealth Collective, LLC | 6,593 | $66.8 萬 | 0.07% | +139+2.2% | 加碼 |
| Chelsea Counsel Co | 6,585 | $66.8 萬 | 0.32% | −44−0.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,563 | $66.5 萬 | 0.05% | +835+14.6% | 加碼 |
| C2C Wealth Management, LLC | 6,267 | $66.4 萬 | 0.11% | 00.0% | 不變 |
| Miller Investment Management, LP | 6,500 | $65.9 萬 | 0.11% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 7,054 | $65.9 萬 | 0.15% | +4,221+149.0% | 加碼 |
| Kula Investments, LLC | 6,495 | $65.8 萬 | 0.16% | +6,495 | 新進 |
| Imprint Wealth LLC | 6,493 | $65.8 萬 | 0.43% | +6,493 | 新進 |
| Birmingham Capital Management Co Inc | 6,490 | $65.8 萬 | 0.26% | −820−11.2% | 減碼 |
| Ronald Blue Trust, Inc. | 6,308 | $65.6 萬 | 0.01% | +139+2.3% | 加碼 |
| South Street Advisors LLC | 6,420 | $65.1 萬 | 0.13% | 00.0% | 不變 |
| Dearborn Partners LLC | 6,363 | $64.5 萬 | 0.03% | −1,203−15.9% | 減碼 |
| Argent Trust Co | 6,309 | $64.0 萬 | 0.04% | −100−1.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,303 | $63.9 萬 | 0.06% | +6,303 | 新進 |
| Clearstead Advisors, LLC | 6,301 | $63.9 萬 | 0.05% | +90+1.4% | 加碼 |
| American Financial Group Inc | 6,250 | $63.4 萬 | 0.20% | 00.0% | 不變 |
| Valley Brook Capital Group | 6,250 | $63.4 萬 | 0.58% | +51+0.8% | 加碼 |
| Vise Technologies, Inc. | 6,209 | $62.9 萬 | 0.17% | +2,253+57.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 6,200 | $62.9 萬 | 0.06% | −235−3.7% | 減碼 |
| Westbourne Investment Advisors, Inc. | 6,186 | $62.7 萬 | 0.30% | −185−2.9% | 減碼 |
| Symmetry Partners, LLC | 6,174 | $62.6 萬 | 0.03% | 00.0% | 不變 |
| Clarius Group, LLC | 6,173 | $62.6 萬 | 0.05% | −36−0.6% | 減碼 |
| FineMark National Bank & Trust | 6,150 | $62.3 萬 | 0.03% | +2,099+51.8% | 加碼 |
| Confluence Wealth Services, Inc. | 6,148 | $62.3 萬 | 0.15% | +10.0% | 加碼 |
| Bristol John W & Co Inc | 6,140 | $62.2 萬 | 0.01% | −6,360−50.9% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 6,135 | $62.2 萬 | 0.15% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 6,115 | $62.0 萬 | 0.38% | +17+0.3% | 加碼 |
| Busey Wealth Management | 6,109 | $61.9 萬 | 0.03% | −45−0.7% | 減碼 |
| David Loasby | 6,011 | $61.8 萬 | 0.07% | +1,846+44.3% | 加碼 |
| Private Capital Management, LLC | 6,089 | $61.7 萬 | 0.07% | +6,089 | 新進 |
| Valmark Advisers, Inc. | 6,079 | $61.6 萬 | 0.01% | −104−1.7% | 減碼 |
| Mystic Asset Management, Inc. | 6,069 | $61.5 萬 | 0.34% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 6,060 | $61.4 萬 | 0.29% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 6,041 | $61.2 萬 | 0.06% | −446−6.9% | 減碼 |
| Heck Capital Advisors, LLC | 6,021 | $61.0 萬 | 0.12% | 00.0% | 不變 |
| Park Circle Co | 6,000 | $60.8 萬 | 0.59% | −6,000−50.0% | 減碼 |
| Hennessy Advisors Inc | 6,000 | $60.8 萬 | 0.04% | −2,500−29.4% | 減碼 |
| MCF Advisors LLC | 5,989 | $60.7 萬 | 0.06% | −72−1.2% | 減碼 |
| Wahed Invest LLC | 5,983 | $60.7 萬 | 0.26% | −134−2.2% | 減碼 |
| Old National Bancorp | 5,982 | $60.6 萬 | 0.02% | −411−6.4% | 減碼 |
| J2 Capital Management Inc | 5,979 | $60.6 萬 | 0.94% | +19+0.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,967 | $60.5 萬 | 0.03% | +488+8.9% | 加碼 |
| Allen Capital Group, LLC | 5,961 | $60.4 萬 | 0.12% | +5,961 | 新進 |
| Burns Matteson Capital Management, LLC | 5,944 | $60.3 萬 | 0.38% | +5,944 | 新進 |
| Stegent Equity Advisors, Inc. | 5,934 | $60.2 萬 | 0.60% | −228−3.7% | 減碼 |
| MJP Associates Inc | 5,913 | $59.9 萬 | 0.18% | +404+7.3% | 加碼 |
| Roof Eidam & Maycock | 5,910 | $59.9 萬 | 0.22% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 5,902 | $59.8 萬 | 0.04% | −71−1.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,881 | $59.6 萬 | 0.10% | −20.0% | 減碼 |
| Retirement Group, LLC | 5,877 | $59.6 萬 | 0.27% | −2,682−31.3% | 減碼 |
| Johnson Financial Group, Inc. | 5,842 | $59.2 萬 | 0.04% | +5,182+785.2% | 加碼 |
| Rosenberg Matthew Hamilton | 5,806 | $58.9 萬 | 0.19% | −232−3.8% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,793 | $58.7 萬 | 0.12% | −27−0.5% | 減碼 |
| Perigon Wealth Management, LLC | 5,787 | $58.7 萬 | 0.03% | −544−8.6% | 減碼 |
| Personal Cfo Solutions, LLC | 5,768 | $58.5 萬 | 0.12% | +420+7.9% | 加碼 |
| Palisade Asset Management, LLC | 5,767 | $58.5 萬 | 0.07% | −225−3.8% | 減碼 |
| CWA Asset Management Group, LLC | 5,750 | $58.3 萬 | 0.04% | +802+16.2% | 加碼 |
| Worth Financial Advisory Group, LLC | 5,745 | $58.2 萬 | 0.56% | −246−4.1% | 減碼 |
| Foster & Motley Inc | 5,733 | $58.1 萬 | 0.05% | +2,000+53.6% | 加碼 |
| Essex Savings Bank | 5,730 | $58.1 萬 | 0.20% | +14+0.2% | 加碼 |
| Cigna Investments Inc | 5,708 | $57.9 萬 | 0.12% | −135−2.3% | 減碼 |
| Checchi Capital Advisers, LLC | 5,710 | $57.9 萬 | 0.06% | −18−0.3% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $57.8 萬 | 0.13% | 00.0% | 不變 |
| Trust Co of Toledo NA | 5,680 | $57.6 萬 | 0.10% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 5,654 | $57.3 萬 | 0.09% | +415+7.9% | 加碼 |
| Fund Management at Engine No. 1 LLC | 5,650 | $57.3 萬 | 0.12% | +447+8.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,628 | $57.1 萬 | 0.14% | −293−4.9% | 減碼 |
| Equitable Holdings, Inc. | 5,625 | $57.0 萬 | 0.01% | −141−2.4% | 減碼 |
| Charter Trust Co | 5,587 | $56.6 萬 | 0.05% | −398−6.6% | 減碼 |
| Cambridge Trust Co | 5,585 | $56.6 萬 | 0.03% | −47−0.8% | 減碼 |
| Weatherly Asset Management L. P. | 5,574 | $56.5 萬 | 0.07% | −90−1.6% | 減碼 |
| Thrive Wealth Management, LLC | 5,566 | $56.4 萬 | 0.14% | +720+14.9% | 加碼 |
| Waddell & Associates, LLC | 5,504 | $55.8 萬 | 0.09% | +14+0.3% | 加碼 |
| Outfitter Financial LLC | 5,500 | $55.8 萬 | 0.50% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 5,483 | $55.6 萬 | 0.01% | +250+4.8% | 加碼 |
| Mission Wealth Management, LP | 5,480 | $55.6 萬 | 0.02% | +118+2.2% | 加碼 |
| RSM US Wealth Management LLC | 5,468 | $55.4 萬 | 0.02% | +5,468 | 新進 |
| Comerica Securities,inc. | 5,458 | $55.3 萬 | 0.04% | −285−5.0% | 減碼 |
| Campion Asset Management LLC | 5,421 | $55.0 萬 | 0.52% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 5,401 | $54.8 萬 | 0.03% | −4,149−43.4% | 減碼 |
| Crescent Grove Advisors, LLC | 5,355 | $54.3 萬 | 0.06% | −2,300−30.0% | 減碼 |
| Patron Partners Advisors, LLC | 5,302 | $53.8 萬 | 0.40% | −549−9.4% | 減碼 |
| Chicago Partners Investment Group LLC | 5,324 | $53.6 萬 | 0.03% | +437+8.9% | 加碼 |
| Schear Investment Advisers, LLC | 5,256 | $53.3 萬 | 0.64% | +100+1.9% | 加碼 |
| Kovack Advisors, Inc. | 5,248 | $53.2 萬 | 0.07% | −131−2.4% | 減碼 |
| North Star Investment Management Corp. | 5,234 | $53.1 萬 | 0.04% | −3,342−39.0% | 減碼 |
| Venturi Wealth Management, LLC | 5,229 | $53.0 萬 | 0.04% | +2,390+84.2% | 加碼 |
| Ahrens Investment Partners LLC | 5,220 | $52.9 萬 | 0.26% | −939−15.2% | 減碼 |
| Quantbot Technologies LP | 5,215 | $52.9 萬 | 0.04% | +5,215 | 新進 |
| Ameritas Advisory Services, LLC | 5,213 | $52.7 萬 | 0.03% | −1,277−19.7% | 減碼 |