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 2 季 13F 持有人
Phillips 66 在 2023/6/30 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
- 1,542
- 較 2023 年第 1 季 −16 家
- 持有股數
- 3.24 億
- 較 2023 年第 1 季 −3,729 萬 (−10.3%)
- 總市值
- $308.8 億
- 較 2023 年第 1 季 −$24.8 億 (−7.4%)
- 新進機構
- 102
- 另有 556 家加碼
- 清倉機構
- 118
- 另有 618 家減碼
另有 15 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Retirement Investment Advisors, Inc. | 11,576 | $110.4 萬 | 0.13% | +315+2.8% | 加碼 |
| Boston Trust Walden Corp | 11,576 | $110.4 萬 | 0.01% | +3,258+39.2% | 加碼 |
| SRN Advisors, LLC | 11,651 | $111.1 萬 | 0.99% | −227−1.9% | 減碼 |
| Guardian Wealth Management, Inc. | 11,659 | $111.2 萬 | 1.02% | +225+2.0% | 加碼 |
| Bragg Financial Advisors, Inc | 11,670 | $111.3 萬 | 0.06% | −37−0.3% | 減碼 |
| Massmutual Trust Co FSB | 11,676 | $111.4 萬 | 0.04% | +104+0.9% | 加碼 |
| Lido Advisors, LLC | 11,697 | $111.6 萬 | 0.01% | +1,686+16.8% | 加碼 |
| Cowa, LLC | 11,702 | $111.7 萬 | 0.73% | +3,252+38.5% | 加碼 |
| International Assets Investment Management, LLC | 93,888 | $112.0 萬 | 0.15% | +45,866+95.5% | 加碼 |
| Atlas Private Wealth Management | 11,756 | $112.1 萬 | 0.59% | +1,853+18.7% | 加碼 |
| Smith, Moore & Co. | 11,783 | $112.4 萬 | 0.14% | +728+6.6% | 加碼 |
| Fairfield, Bush & Co. | 11,927 | $113.8 萬 | 0.31% | −148−1.2% | 減碼 |
| Independent Financial Group, LLC | 11,934 | $113.8 萬 | 0.08% | −353−2.9% | 減碼 |
| Paragon Capital Management LLC | 12,033 | $114.8 萬 | 0.66% | +130+1.1% | 加碼 |
| Bangor Savings Bank | 12,052 | $115.0 萬 | 0.13% | +373+3.2% | 加碼 |
| Williams Jones Wealth Management, LLC. | 12,128 | $115.7 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 12,261 | $116.9 萬 | 0.01% | +3,269+36.4% | 加碼 |
| Adirondack Trust Co | 10,604 | $118.3 萬 | 0.55% | +114+1.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 12,504 | $119.3 萬 | 0.08% | −648−4.9% | 減碼 |
| Marion Wealth Management | 12,510 | $119.3 萬 | 0.42% | +340+2.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 12,600 | $120.2 萬 | 0.05% | +5,322+73.1% | 加碼 |
| Ar Asset Management Inc | 12,600 | $120.2 萬 | 0.32% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 12,624 | $120.4 萬 | 0.06% | −590−4.5% | 減碼 |
| Wetherby Asset Management Inc | 12,715 | $121.3 萬 | 0.07% | −368−2.8% | 減碼 |
| Estate Counselors, LLC | 12,720 | $121.3 萬 | 0.15% | 00.0% | 不變 |
| Veracity Capital LLC | 12,747 | $121.6 萬 | 0.52% | −125−1.0% | 減碼 |
| Centiva Capital, LP | 12,826 | $122.3 萬 | 0.06% | +12,826 | 新進 |
| Valeo Financial Advisors, LLC | 12,873 | $122.8 萬 | 0.06% | +1,813+16.4% | 加碼 |
| Aurora Investment Counsel | 12,938 | $123.4 萬 | 0.79% | −133−1.0% | 減碼 |
| YHB Investment Advisors, Inc. | 12,991 | $123.9 萬 | 0.12% | +265+2.1% | 加碼 |
| Welch & Forbes LLC | 13,049 | $124.5 萬 | 0.02% | −72−0.5% | 減碼 |
| iA Global Asset Management Inc. | 13,092 | $124.9 萬 | 0.03% | +13,092 | 新進 |
| Banque Cantonale Vaudoise | 13,202 | $126.0 萬 | 0.06% | +4,000+43.5% | 加碼 |
| Evercore Wealth Management, LLC | 13,252 | $126.4 萬 | 0.02% | +1,478+12.6% | 加碼 |
| Icon Wealth Partners, LLC | 13,285 | $126.7 萬 | 0.13% | −2,092−13.6% | 減碼 |
| Fruth Investment Management | 13,295 | $126.8 萬 | 0.36% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 13,329 | $127.1 萬 | 0.05% | −1,843−12.1% | 減碼 |
| Exeter Financial, LLC | 12,525 | $127.2 萬 | 0.66% | 00.0% | 不變 |
| Sigma Planning Corp | 13,356 | $127.4 萬 | 0.05% | −5,347−28.6% | 減碼 |
| Paradigm Asset Management Co LLC | 13,400 | $127.8 萬 | 0.34% | +5,400+67.5% | 加碼 |
| NewEdge Wealth, LLC | 13,421 | $128.0 萬 | 0.04% | +6,239+86.9% | 加碼 |
| Parallel Advisors, LLC | 13,427 | $128.1 萬 | 0.04% | +726+5.7% | 加碼 |
| Integrated Wealth Concepts LLC | 13,502 | $128.8 萬 | 0.02% | +956+7.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,719 | $130.9 萬 | 0.14% | −29,353−68.1% | 減碼 |
| Logan Capital Management Inc | 13,839 | $132.0 萬 | 0.06% | 00.0% | 不變 |
| Haverford Trust Co | 13,921 | $132.8 萬 | 0.01% | +1,736+14.2% | 加碼 |
| Terry L. Blaker | 14,013 | $133.7 萬 | 0.11% | +155+1.1% | 加碼 |
| IHT Wealth Management, LLC | 14,115 | $134.6 萬 | 0.07% | +6,115+76.4% | 加碼 |
| Moors & Cabot, Inc. | 14,162 | $135.1 萬 | 0.09% | −223−1.6% | 減碼 |
| Alberta Investment Management Corp | 14,200 | $135.4 萬 | 0.01% | 00.0% | 不變 |
| Fiduciary Trust Co | 14,208 | $135.5 萬 | 0.02% | −66−0.5% | 減碼 |
| Inscription Capital, LLC | 14,321 | $136.6 萬 | 0.42% | +832+6.2% | 加碼 |
| Koshinski Asset Management, Inc. | 14,333 | $136.7 萬 | 0.15% | −4,729−24.8% | 減碼 |
| Teamwork Financial Advisors, LLC | 14,374 | $137.1 萬 | 0.22% | +326+2.3% | 加碼 |
| First Hawaiian Bank | 14,391 | $137.3 萬 | 0.04% | −424−2.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,474 | $138.1 萬 | 0.04% | −174−1.2% | 減碼 |
| Harbour Investment Management LLC | 14,611 | $139.4 萬 | 0.73% | −275−1.8% | 減碼 |
| Stephens Inc | 14,861 | $141.7 萬 | 0.03% | +955+6.9% | 加碼 |
| Everett Harris & Co | 14,971 | $142.8 萬 | 0.02% | −150−1.0% | 減碼 |
| Capital Advisors Inc | 15,190 | $144.9 萬 | 0.04% | +244+1.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 15,221 | $145.2 萬 | 0.19% | +842+5.9% | 加碼 |
| First Manhattan Co | 15,259 | $145.5 萬 | 0.01% | −125−0.8% | 減碼 |
| Tudor Investment Corp Et Al | 15,275 | $145.7 萬 | 0.02% | −325,886−95.5% | 減碼 |
| Western Wealth Management, LLC | 15,369 | $146.6 萬 | 0.13% | +1,461+10.5% | 加碼 |
| Hendley & Co Inc | 15,430 | $147.2 萬 | 0.61% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 15,453 | $147.4 萬 | 0.04% | +5,090+49.1% | 加碼 |
| Csenge Advisory Group | 15,530 | $148.1 萬 | 0.10% | +3,638+30.6% | 加碼 |
| Summit Financial, LLC | 15,565 | $148.5 萬 | 0.11% | +2,985+23.7% | 加碼 |
| Jefferies Financial Group Inc. | 15,604 | $148.8 萬 | 0.03% | +4,056+35.1% | 加碼 |
| Equitable Trust Co | 15,614 | $148.9 萬 | 0.11% | −1,074−6.4% | 減碼 |
| EHP Funds Inc. | 16,000 | $152.6 萬 | 0.43% | +4,700+41.6% | 加碼 |
| Fortem Financial Group, LLC | 16,053 | $153.1 萬 | 0.91% | −2,408−13.0% | 減碼 |
| Horizon Investment Services, LLC | 16,174 | $154.3 萬 | 0.94% | +348+2.2% | 加碼 |
| Americana Partners, LLC | 16,249 | $155.0 萬 | 0.20% | +250+1.6% | 加碼 |
| AlphaStar Capital Management, LLC | 16,290 | $155.4 萬 | 0.18% | +292+1.8% | 加碼 |
| Ingalls & Snyder LLC | 16,352 | $156.0 萬 | 0.08% | +1,700+11.6% | 加碼 |
| Pinnacle Wealth Management, LLC | 16,448 | $156.9 萬 | 1.58% | +16,448 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,472 | $157.1 萬 | 0.12% | −109−0.7% | 減碼 |
| Shell Asset Management Co | 16,533 | $157.7 萬 | 0.06% | +13,313+413.4% | 加碼 |
| TBH Global Asset Management, LLC | 16,572 | $158.1 萬 | 0.31% | −33−0.2% | 減碼 |
| Moser Wealth Advisors, LLC | 16,606 | $158.4 萬 | 1.07% | +16,606 | 新進 |
| Curbstone Financial Management Corp | 16,622 | $158.5 萬 | 0.38% | −54−0.3% | 減碼 |
| Arvest Trust Co N A | 14,218 | $158.6 萬 | 0.09% | +5,971+72.4% | 加碼 |
| Northside Capital Management, LLC | 16,725 | $159.5 萬 | 0.55% | −216−1.3% | 減碼 |
| Harvest Portfolios Group Inc. | 16,914 | $161.3 萬 | 0.07% | +550+3.4% | 加碼 |
| Financial Counselors Inc | 17,100 | $163.1 萬 | 0.03% | +158+0.9% | 加碼 |
| HB Wealth Management, LLC | 17,193 | $164.0 萬 | 0.03% | −251−1.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 17,206 | $164.1 萬 | 0.04% | −2,082−10.8% | 減碼 |
| Snowden Capital Advisors LLC | 17,273 | $164.7 萬 | 0.06% | +4,656+36.9% | 加碼 |
| Crescent Sterling, Ltd. | 17,320 | $165.2 萬 | 1.57% | +319+1.9% | 加碼 |
| Azzad Asset Management Inc | 17,340 | $165.4 萬 | 0.22% | +470+2.8% | 加碼 |
| Fernwood Investment Management, LLC | 17,480 | $166.7 萬 | 0.59% | −150−0.9% | 減碼 |
| Lincoln National Corp | 17,547 | $167.4 萬 | 0.03% | +1,157+7.1% | 加碼 |
| Cobblestone Capital Advisors LLC | 17,554 | $167.4 萬 | 0.12% | +20.0% | 加碼 |
| Community Bank, N.A. | 17,561 | $167.5 萬 | 0.22% | +274+1.6% | 加碼 |
| VisionPoint Advisory Group, LLC | 17,589 | $167.8 萬 | 0.69% | +986+5.9% | 加碼 |
| X-Square Capital, LLC | 19,556 | $168.4 萬 | 1.13% | +17,012+668.7% | 加碼 |
| Carret Asset Management, LLC | 17,708 | $168.9 萬 | 0.22% | −250−1.4% | 減碼 |
| Redwood Investment Management, LLC | 17,704 | $168.9 萬 | 0.17% | +2,160+13.9% | 加碼 |
| Clifford Swan Investment Counsel LLC | 17,748 | $169.3 萬 | 0.07% | −80−0.4% | 減碼 |