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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 987 | $9.44 萬 | 0.05% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 991 | $9.50 萬 | 0.04% | 00.0% | 不變 |
| Mechanics Financial Corp | 1,000 | $9.54 萬 | 0.05% | 00.0% | 不變 |
| Options Solutions, LLC | 1,001 | $9.55 萬 | 0.09% | +1,001 | 新進 |
| First Horizon Advisors, Inc. | 1,016 | $9.69 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 1,022 | $9.80 萬 | 0.00% | −29−2.8% | 減碼 |
| Larson Financial Group LLC | 1,029 | $9.82 萬 | 0.01% | −9−0.9% | 減碼 |
| Armstrong Advisory Group, Inc | 1,032 | $9.84 萬 | 0.01% | 00.0% | 不變 |
| CarsonAllaria Wealth Management, Ltd. | 1,035 | $9.87 萬 | 0.08% | +411+65.9% | 加碼 |
| Cutler Group LP | 1,057 | $10.0 萬 | 0.02% | −1,525−59.1% | 減碼 |
| Register Financial Advisors LLC | 1,071 | $10.2 萬 | 0.07% | +4+0.4% | 加碼 |
| Pittenger & Anderson Inc | 1,088 | $10.4 萬 | 0.00% | −5−0.5% | 減碼 |
| BDO Wealth Advisors, LLC | 1,100 | $10.5 萬 | 0.01% | +101+10.1% | 加碼 |
| Grove Bank & Trust | 1,115 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| Riverview Trust Co | 1,119 | $10.7 萬 | 0.10% | +529+89.7% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,155 | $11.0 萬 | 0.05% | −786−40.5% | 減碼 |
| Centennial Bank | 1,194 | $11.4 萬 | 0.08% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 1,240 | $11.8 萬 | 0.02% | +468+60.6% | 加碼 |
| Steward Financial Group LLC | 1,249 | $11.9 萬 | 0.04% | +1,249 | 新進 |
| Arlington Partners LLC | 1,248 | $11.9 萬 | 0.02% | +877+236.4% | 加碼 |
| Sittner & Nelson, LLC | 1,249 | $11.9 萬 | 0.07% | −144−10.3% | 減碼 |
| Smithfield Trust Co | 1,272 | $12.0 萬 | 0.01% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 1,270 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 1,299 | $12.4 萬 | 0.02% | +192+17.3% | 加碼 |
| AdvisorNet Financial, Inc | 1,307 | $12.5 萬 | 0.01% | −93−6.6% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 1,312 | $12.5 萬 | 0.07% | 00.0% | 不變 |
| JJJ Advisors Inc. | 1,314 | $12.5 萬 | 0.03% | −43−3.2% | 減碼 |
| Covestor Ltd | 1,320 | $12.6 萬 | 0.10% | −868−39.7% | 減碼 |
| Quent Capital, LLC | 1,344 | $12.8 萬 | 0.02% | +4+0.3% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,355 | $12.9 萬 | 0.02% | −5−0.4% | 減碼 |
| Asset Dedication, LLC | 1,366 | $13.0 萬 | 0.01% | +1+0.1% | 加碼 |
| Alta Advisers Ltd | 1,400 | $13.4 萬 | 0.08% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1,404 | $13.4 萬 | 0.02% | +10+0.7% | 加碼 |
| Avion Wealth | 1,423 | $13.5 萬 | 0.04% | +7+0.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,419 | $13.5 萬 | 0.03% | −74−5.0% | 減碼 |
| HHM Wealth Advisors, LLC | 1,459 | $13.9 萬 | 0.03% | −20−1.4% | 減碼 |
| ICA Group Wealth Management, LLC | 1,465 | $14.0 萬 | 0.04% | −691−32.1% | 減碼 |
| Compass Wealth Management LLC | 1,479 | $14.1 萬 | 0.04% | −52−3.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,501 | $14.3 萬 | 0.00% | +410+37.6% | 加碼 |
| State of Wyoming | 1,506 | $14.4 萬 | 0.04% | +495+49.0% | 加碼 |
| Tompkins Financial Corp | 1,544 | $14.7 萬 | 0.02% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 1,564 | $14.9 萬 | 0.08% | +912+139.9% | 加碼 |
| Westside Investment Management, Inc. | 1,571 | $15.0 萬 | 0.04% | 00.0% | 不變 |
| Hills Bank & Trust Co | 1,581 | $15.1 萬 | 0.02% | −54−3.3% | 減碼 |
| Sunbelt Securities, Inc. | 1,616 | $15.4 萬 | 0.02% | −87−5.1% | 減碼 |
| Contravisory Investment Management, Inc. | 1,626 | $15.5 萬 | 0.04% | +1,626 | 新進 |
| Nemes Rush Group LLC | 1,666 | $15.9 萬 | 0.03% | +1,666 | 新進 |
| Aspire Private Capital, LLC | 1,669 | $15.9 萬 | 0.05% | 00.0% | 不變 |
| Vestor Capital, LLC | 1,709 | $16.3 萬 | 0.02% | −18−1.0% | 減碼 |
| Parkside Financial Bank & Trust | 1,734 | $16.5 萬 | 0.04% | +45+2.7% | 加碼 |
| Bank of New Hampshire | 1,742 | $16.6 萬 | 0.05% | −15−0.9% | 減碼 |
| Cherry Tree Wealth Management, LLC | 1,766 | $16.8 萬 | 0.05% | +1,766 | 新進 |
| Central Bank & Trust Co | 1,776 | $16.9 萬 | 0.03% | −10−0.6% | 減碼 |
| Chesapeake Asset Management LLC | 1,797 | $17.1 萬 | 0.15% | +61+3.5% | 加碼 |
| Wellington Shields & Co., LLC | 1,832 | $17.5 萬 | 0.04% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,870 | $17.8 萬 | 0.02% | +69+3.8% | 加碼 |
| Carmichael Hill & Associates, Inc. | 1,881 | $17.9 萬 | 0.09% | −389−17.1% | 減碼 |
| Wellington Shields Capital Management, LLC | 1,892 | $18.0 萬 | 0.02% | 00.0% | 不變 |
| Headlands Technologies LLC | 1,904 | $18.2 萬 | 0.06% | +1,904 | 新進 |
| Transamerica Financial Advisors, Inc. | 1,922 | $18.4 萬 | 0.02% | +1,401+268.9% | 加碼 |
| St Germain D J Co Inc | 1,951 | $18.6 萬 | 0.01% | +1,951 | 新進 |
| Front Row Advisors LLC | 1,979 | $18.9 萬 | 0.08% | 00.0% | 不變 |
| TD Capital Management LLC | 2,000 | $19.1 萬 | 0.02% | −66−3.2% | 減碼 |
| Global Retirement Partners, LLC | 2,014 | $19.2 萬 | 0.01% | +30+1.5% | 加碼 |
| Resurgent Financial Advisors LLC | 2,022 | $19.3 萬 | 0.13% | −4−0.2% | 減碼 |
| Jones Financial Companies LLLP | 2,059 | $19.6 萬 | 0.00% | −654−24.1% | 減碼 |
| Brown Brothers Harriman & Co | 2,077 | $19.8 萬 | 0.00% | −235−10.2% | 減碼 |
| Fulton Bank, N.A. | 2,106 | $20.1 萬 | 0.01% | +47+2.3% | 加碼 |
| Natixis | 2,108 | $20.1 萬 | 0.00% | −13,321−86.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 2,109 | $20.1 萬 | 0.04% | −436−17.1% | 減碼 |
| Aaron Wealth Advisors | 2,113 | $20.2 萬 | 0.03% | −59−2.7% | 減碼 |
| Mma Asset Management LLC | 2,113 | $20.2 萬 | 0.12% | +2,113 | 新進 |
| Steel Peak Wealth Management LLC | 2,117 | $20.2 萬 | 0.01% | +2,117 | 新進 |
| Wealthspire Advisors, LLC | 2,117 | $20.2 萬 | 0.00% | −1,177−35.7% | 減碼 |
| Spears Abacus Advisors LLC | 2,123 | $20.2 萬 | 0.02% | −25−1.2% | 減碼 |
| Occudo Quantitative Strategies LP | 2,130 | $20.3 萬 | 0.02% | +2,130 | 新進 |
| Strategic Blueprint, LLC | 2,132 | $20.3 萬 | 0.02% | −87−3.9% | 減碼 |
| Ignite Planners, LLC | 2,047 | $20.4 萬 | 0.08% | +18+0.9% | 加碼 |
| Cutter & CO Brokerage, Inc. | 2,138 | $20.4 萬 | 0.06% | +8+0.4% | 加碼 |
| Baldwin Brothers Inc | 2,143 | $20.4 萬 | 0.02% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 2,143 | $20.4 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 2,144 | $20.4 萬 | 0.07% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 2,148 | $20.5 萬 | 0.05% | +2,148 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 2,150 | $20.5 萬 | 0.04% | +54+2.6% | 加碼 |
| Thomasville National Bank | 2,154 | $20.5 萬 | 0.02% | 00.0% | 不變 |
| Guardian Capital Advisors LP | 2,088 | $20.6 萬 | 0.02% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 2,168 | $20.7 萬 | 0.04% | −505−18.9% | 減碼 |
| Merit Financial Group, LLC | 2,174 | $20.7 萬 | 0.01% | +2,174 | 新進 |
| Precision Wealth Strategies, LLC | 2,174 | $20.7 萬 | 0.34% | −253−10.4% | 減碼 |
| Anchor Investment Management, LLC | 2,178 | $20.8 萬 | 0.03% | 00.0% | 不變 |
| Brooks, Moore & Associates, Inc. | 2,185 | $20.8 萬 | 0.15% | 00.0% | 不變 |
| Canvas Wealth Advisors, LLC | 1,952 | $20.9 萬 | 0.08% | −240−10.9% | 減碼 |
| Ethic Inc. | 2,188 | $20.9 萬 | 0.01% | −630−22.4% | 減碼 |
| Chiron Capital Management, LLC | 2,189 | $20.9 萬 | 0.17% | +100+4.8% | 加碼 |
| Tarbox Family Office, Inc. | 2,191 | $20.9 萬 | 0.04% | 00.0% | 不變 |
| Evoke Wealth, LLC | 2,194 | $20.9 萬 | 0.01% | +2,194 | 新進 |
| First Business Financial Services, Inc. | 2,196 | $20.9 萬 | 0.03% | −200−8.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 2,198 | $21.0 萬 | 0.03% | −197−8.2% | 減碼 |
| Shufro Rose & Co LLC | 2,199 | $21.0 萬 | 0.02% | 00.0% | 不變 |