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 |
|---|---|---|---|---|---|
| Wisconsin Capital Management LLC | 26,420 | $252.0 萬 | 1.63% | −4,775−15.3% | 減碼 |
| Stock Yards Bank & Trust Co | 26,572 | $253.4 萬 | 0.09% | +504+1.9% | 加碼 |
| Fundamentun, LLC | 26,708 | $254.7 萬 | 0.39% | +659+2.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 26,925 | $256.8 萬 | 0.06% | +341+1.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,964 | $257.5 萬 | 0.03% | −3,219−10.7% | 減碼 |
| JustInvest LLC | 27,092 | $258.4 萬 | 0.08% | +1,906+7.6% | 加碼 |
| CFM Wealth Partners LLC | 27,400 | $261.3 萬 | 0.63% | +36+0.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 23,718 | $262.0 萬 | 0.43% | +10,746+82.8% | 加碼 |
| River Wealth Advisors LLC | 27,520 | $262.5 萬 | 0.45% | −745−2.6% | 減碼 |
| Prospera Financial Services Inc | 27,603 | $263.5 萬 | 0.10% | +1,409+5.4% | 加碼 |
| TD Private Client Wealth LLC | 27,734 | $264.5 萬 | 0.11% | −89−0.3% | 減碼 |
| Baxter Bros Inc | 28,185 | $268.8 萬 | 0.40% | +1,855+7.0% | 加碼 |
| Resources Investment Advisors, LLC. | 28,229 | $269.2 萬 | 0.06% | −41−0.1% | 減碼 |
| Parsons Capital Management Inc | 28,357 | $270.5 萬 | 0.21% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 28,400 | $270.9 萬 | 0.06% | −1,900−6.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 28,639 | $273.2 萬 | 0.03% | −1,854−6.1% | 減碼 |
| Central Trust Co | 28,746 | $274.2 萬 | 0.08% | −405−1.4% | 減碼 |
| Johnson Investment Counsel Inc | 28,886 | $275.5 萬 | 0.03% | −1,412−4.7% | 減碼 |
| Riverview Capital Advisers, LLC | 28,936 | $276.0 萬 | 1.21% | −370−1.3% | 減碼 |
| Ellerson Group Inc | 28,955 | $276.2 萬 | 2.63% | −100−0.3% | 減碼 |
| Mount Lucas Management LP | 28,971 | $276.3 萬 | 0.99% | −31,616−52.2% | 減碼 |
| BNC Wealth Management, LLC | 29,001 | $276.6 萬 | 1.47% | +8,512+41.5% | 加碼 |
| Profund Advisors LLC | 29,033 | $276.9 萬 | 0.15% | −3,576−11.0% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 29,639 | $282.7 萬 | 0.56% | +739+2.6% | 加碼 |
| Balyasny Asset Management LLC | 29,730 | $283.6 萬 | 0.01% | +15,834+113.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 29,840 | $284.6 萬 | 0.36% | +5,135+20.8% | 加碼 |
| Citizens National Bank Trust Department | 30,485 | $290.8 萬 | 0.77% | −2,854−8.6% | 減碼 |
| Wolverine Trading, LLC | 31,091 | $293.9 萬 | 0.04% | −4,993−13.8% | 減碼 |
| Fifth Third Bancorp | 31,034 | $296.0 萬 | 0.01% | −1,587−4.9% | 減碼 |
| Vestcor Inc | 31,097 | $296.6 萬 | 0.11% | +3,691+13.5% | 加碼 |
| SWS Partners | 31,163 | $297.0 萬 | 1.07% | +1,799+6.1% | 加碼 |
| TownSquare Capital, LLC | 31,184 | $297.4 萬 | 0.05% | +4,363+16.3% | 加碼 |
| Ziegler Capital Management, LLC | 31,211 | $297.7 萬 | 0.11% | −740−2.3% | 減碼 |
| Virginia Wealth Management Group, Inc. | 32,021 | $305.4 萬 | 2.10% | +39+0.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 32,052 | $305.7 萬 | 0.14% | +47+0.1% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,153 | $306.7 萬 | 0.91% | 00.0% | 不變 |
| Hartford Investment Management Co | 32,170 | $306.8 萬 | 0.12% | −7,090−18.1% | 減碼 |
| Tweedy, Browne Co LLC | 32,271 | $307.8 萬 | 0.16% | 00.0% | 不變 |
| Van Eck Associates Corp | 32,295 | $308.0 萬 | 0.01% | +395+1.2% | 加碼 |
| Man Group plc | 32,348 | $308.5 萬 | 0.01% | – | – |
| Heritage Trust Co | 32,421 | $309.2 萬 | 0.45% | +174+0.5% | 加碼 |
| Magnetar Financial LLC | 32,567 | $310.6 萬 | 0.07% | +32,567 | 新進 |
| Swiss Life Asset Management Ltd | 32,786 | $312.7 萬 | 0.05% | −5,508−14.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 32,959 | $314.4 萬 | 0.00% | +900+2.8% | 加碼 |
| McDonald Partners LLC | 32,984 | $314.6 萬 | 0.96% | −157−0.5% | 減碼 |
| Kingsview Wealth Management, LLC | 33,098 | $315.7 萬 | 0.12% | −1,450−4.2% | 減碼 |
| Colonial Trust Co | 33,144 | $316.1 萬 | 0.76% | +173+0.5% | 加碼 |
| Northeast Financial Consultants Inc | 33,200 | $316.7 萬 | 0.19% | 00.0% | 不變 |
| Genus Capital Management Inc. | 34,000 | $324.3 萬 | 0.48% | +34,000 | 新進 |
| CX Institutional | 34,082 | $325.1 萬 | 0.17% | +30,896+969.7% | 加碼 |
| First American Bank | 34,151 | $325.7 萬 | 0.28% | −3,153−8.5% | 減碼 |
| Arkadios Wealth Advisors | 34,623 | $330.2 萬 | 0.38% | −34−0.1% | 減碼 |
| Mattern Wealth Management LLC | 34,664 | $330.6 萬 | 0.96% | +4,276+14.1% | 加碼 |
| Meeder Asset Management Inc | 34,784 | $331.8 萬 | 0.24% | −6,004−14.7% | 減碼 |
| Pinnacle Associates Ltd | 34,942 | $333.3 萬 | 0.06% | +108+0.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 34,989 | $333.7 萬 | 0.05% | −962−2.7% | 減碼 |
| Martin Capital Partners, LLC | 35,116 | $334.9 萬 | 1.36% | −1,078−3.0% | 減碼 |
| Nations Financial Group Inc, | 35,120 | $335.0 萬 | 0.33% | +214+0.6% | 加碼 |
| Maryland State Retirement & Pension System | 35,192 | $335.7 萬 | 0.07% | −1,857−5.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,340 | $337.1 萬 | 0.01% | −116−0.3% | 減碼 |
| Cetera Investment Advisers | 35,560 | $339.2 萬 | 0.03% | −4,792−11.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 35,718 | $340.7 萬 | 0.04% | −69,675−66.1% | 減碼 |
| 1832 Asset Management L.P. | 36,058 | $343.9 萬 | 0.01% | +36,058 | 新進 |
| Daiwa Securities Group Inc. | 36,111 | $344.4 萬 | 0.02% | −526−1.4% | 減碼 |
| Invesco, LLC | 36,195 | $345.2 萬 | 1.70% | +36,195 | 新進 |
| Marathon Capital Management | 36,380 | $347.0 萬 | 0.86% | −3,900−9.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 36,445 | $347.6 萬 | 0.13% | −2,666−6.8% | 減碼 |
| Farmers & Merchants Investments Inc | 36,532 | $348.4 萬 | 0.13% | 00.0% | 不變 |
| National Asset Management, Inc. | 36,623 | $349.3 萬 | 0.08% | +2,872+8.5% | 加碼 |
| Brady Family Wealth, LLC | 36,852 | $351.5 萬 | 1.31% | +651+1.8% | 加碼 |
| Kentucky Retirement Systems | 36,894 | $351.9 萬 | 0.12% | +49+0.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 37,399 | $356.7 萬 | 0.60% | +215+0.6% | 加碼 |
| Securian Asset Management, Inc | 37,433 | $357.0 萬 | 0.09% | −1,131−2.9% | 減碼 |
| Altrius Capital Management Inc | 37,922 | $361.7 萬 | 1.07% | +425+1.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 37,930 | $361.8 萬 | 0.11% | +192+0.5% | 加碼 |
| Alta Capital Management LLC | 38,052 | $362.9 萬 | 0.25% | +761+2.0% | 加碼 |
| Chatham Capital Group, Inc. | 38,215 | $364.5 萬 | 0.77% | −1,000−2.6% | 減碼 |
| Shorepoint Capital Partners LLC | 38,973 | $371.7 萬 | 1.05% | +1,278+3.4% | 加碼 |
| Intact Investment Management Inc. | 39,500 | $376.8 萬 | 0.15% | −9,500−19.4% | 減碼 |
| Mackenzie Financial Corp | 39,644 | $379.2 萬 | 0.01% | −1,428−3.5% | 減碼 |
| Coldstream Capital Management Inc | 39,775 | $379.4 萬 | 0.12% | −300−0.7% | 減碼 |
| Cerity Partners LLC | 39,806 | $379.7 萬 | 0.01% | +282+0.7% | 加碼 |
| HM Payson & Co | 40,090 | $382.4 萬 | 0.09% | −314−0.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,274 | $384.1 萬 | 0.06% | +213+0.5% | 加碼 |
| Gotham Asset Management, LLC | 40,695 | $388.1 萬 | 0.08% | +11,361+38.7% | 加碼 |
| Meyer Handelman Co | 40,772 | $388.9 萬 | 0.16% | −7,000−14.7% | 減碼 |
| Huntington National Bank | 40,852 | $389.6 萬 | 0.04% | −480−1.2% | 減碼 |
| Prudential PLC | 40,910 | $390.2 萬 | 0.05% | −2,429−5.6% | 減碼 |
| Toroso Investments, LLC | 41,349 | $394.4 萬 | 0.12% | +13,609+49.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 41,401 | $394.9 萬 | 0.04% | +15,949+62.7% | 加碼 |
| Acadian Asset Management LLC | 41,485 | $395.2 萬 | 0.02% | −435,406−91.3% | 減碼 |
| Cary Street Partners Asset Management LLC | 41,501 | $395.8 萬 | 0.74% | +145+0.4% | 加碼 |
| British Columbia Investment Management Corp | 41,569 | $396.5 萬 | 0.04% | −528−1.3% | 減碼 |
| Texas Yale Capital Corp. | 41,613 | $396.9 萬 | 0.19% | 00.0% | 不變 |
| Sovereign Investment Advisors, LLC | 42,129 | $401.8 萬 | 1.52% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 42,400 | $404.4 萬 | 0.29% | −1,728−3.9% | 減碼 |
| Umb Bank N A | 42,472 | $405.1 萬 | 0.06% | −160.0% | 減碼 |
| Canal Insurance CO | 42,500 | $405.4 萬 | 1.14% | +10,000+30.8% | 加碼 |
| Ancora Advisors, LLC | 43,157 | $411.6 萬 | 0.11% | −926−2.1% | 減碼 |
| United Capital Financial Advisers, LLC | 43,315 | $413.1 萬 | 0.02% | −12,395−22.2% | 減碼 |