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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 2,780 | $26.5 萬 | 0.02% | +11+0.4% | 加碼 |
| SBB Research Group LLC | 2,782 | $26.5 萬 | 0.48% | +31+1.1% | 加碼 |
| Essex Financial Services, Inc. | 2,792 | $26.6 萬 | 0.03% | −4,461−61.5% | 減碼 |
| Foundations Investment Advisors, LLC | 2,795 | $26.7 萬 | 0.01% | −70−2.4% | 減碼 |
| V-Square Quantitative Management LLC | 2,795 | $26.7 萬 | 0.19% | −202−6.7% | 減碼 |
| IVC Wealth Advisors LLC | 2,802 | $26.7 萬 | 0.17% | −8−0.3% | 減碼 |
| ABLE Financial Group, LLC | 2,809 | $26.8 萬 | 0.14% | −2,094−42.7% | 減碼 |
| First National Bank of South Miami | 2,817 | $26.9 萬 | 0.22% | −138−4.7% | 減碼 |
| Morris Retirement Advisors, LLC | 2,840 | $27.1 萬 | 0.19% | +63+2.3% | 加碼 |
| AIA Group Ltd | 2,840 | $27.1 萬 | 0.01% | −1,625−36.4% | 減碼 |
| RMB Capital Management, LLC | 2,863 | $27.3 萬 | 0.01% | +2,863 | 新進 |
| Fukoku Mutual Life Insurance Co | 2,880 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,889 | $27.6 萬 | 0.01% | +142+5.2% | 加碼 |
| Lakeview Capital Partners, LLC | 2,901 | $27.7 萬 | 0.05% | +2,901 | 新進 |
| Focus Financial Network, Inc. | 2,902 | $27.7 萬 | 0.02% | +625+27.4% | 加碼 |
| Stokes Family Office, LLC | 2,903 | $27.7 萬 | 0.03% | +390+15.5% | 加碼 |
| Avantax Planning Partners, Inc. | 2,911 | $27.8 萬 | 0.01% | +22+0.8% | 加碼 |
| Financial Partners Group, LLC | 2,917 | $27.8 萬 | 0.14% | −829−22.1% | 減碼 |
| Geller Advisors LLC | 2,946 | $28.1 萬 | 0.04% | +2,946 | 新進 |
| Empower Advisory Group, LLC | 2,954 | $28.2 萬 | 0.00% | −59−2.0% | 減碼 |
| Penserra Capital Management LLC | 2,977 | $28.3 萬 | 0.01% | +2,951+11,350.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 2,971 | $28.3 萬 | 0.00% | −94,562−97.0% | 減碼 |
| Proequities, Inc. | 2,982 | $28.4 萬 | 0.02% | +41+1.4% | 加碼 |
| PDS Planning, Inc | 2,982 | $28.4 萬 | 0.04% | +155+5.5% | 加碼 |
| Adviser Investments LLC | 2,985 | $28.5 萬 | 0.01% | +316+11.8% | 加碼 |
| Brighton Jones LLC | 2,987 | $28.5 萬 | 0.01% | −72−2.4% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $28.5 萬 | 0.24% | 00.0% | 不變 |
| Cito Capital Group, LLC | 3,000 | $28.6 萬 | 0.13% | +3,000 | 新進 |
| Cape Cod Five Cents Savings Bank | 3,000 | $28.6 萬 | 0.03% | −944−23.9% | 減碼 |
| Merrion Investment Management Co, LLC | 3,000 | $28.6 萬 | 0.24% | 00.0% | 不變 |
| WBH Advisory Inc | 3,000 | $28.6 萬 | 0.03% | −100−3.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,002 | $28.6 萬 | 0.01% | +264+9.6% | 加碼 |
| Wedmont Private Capital | 2,869 | $28.8 萬 | 0.03% | −877−23.4% | 減碼 |
| West Paces Advisors Inc. | 3,049 | $29.1 萬 | 0.09% | −39−1.3% | 減碼 |
| Chilton Capital Management LLC | 3,051 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Successful Portfolios LLC | 3,061 | $29.2 萬 | 0.25% | −279−8.4% | 減碼 |
| Poehling Capital Management, LLC | 3,066 | $29.2 萬 | 0.10% | 00.0% | 不變 |
| Apriem Advisors | 3,067 | $29.3 萬 | 0.04% | 00.0% | 不變 |
| Magnus Financial Group LLC | 3,086 | $29.4 萬 | 0.04% | −45−1.4% | 減碼 |
| Cornerstone Advisors, LLC | 3,100 | $29.6 萬 | 0.01% | +3,100 | 新進 |
| MSH Capital Advisors LLC | 3,106 | $29.6 萬 | 0.11% | −170−5.2% | 減碼 |
| Townsend Asset Management Corp | 3,107 | $29.6 萬 | 0.14% | −143−4.4% | 減碼 |
| First Interstate Bank | 3,107 | $29.6 萬 | 0.02% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 3,107 | $29.6 萬 | 0.04% | +199+6.8% | 加碼 |
| Capital Investment Advisors, LLC | 3,107 | $29.6 萬 | 0.01% | +29+0.9% | 加碼 |
| Point72 Asset Management, L.P. | 3,109 | $29.7 萬 | 0.00% | −49,114−94.0% | 減碼 |
| Mirabella Financial Services LLP | 3,115 | $29.7 萬 | 0.03% | +3,115 | 新進 |
| Beaton Management Co. Inc. | 3,131 | $29.9 萬 | 0.19% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 3,139 | $29.9 萬 | 0.02% | +3,139 | 新進 |
| Kanawha Capital Management LLC | 3,142 | $30.0 萬 | 0.03% | +68+2.2% | 加碼 |
| E&G Advisors, LP | 3,152 | $30.1 萬 | 0.11% | 00.0% | 不變 |
| Sentry Investment Management LLC | 3,155 | $30.1 萬 | 0.11% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 3,171 | $30.2 萬 | 0.10% | +52+1.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,172 | $30.3 萬 | 0.03% | −184−5.5% | 減碼 |
| Transform Wealth, LLC | 3,177 | $30.3 萬 | 0.03% | −49−1.5% | 減碼 |
| First National Bank Sioux Falls | 3,184 | $30.4 萬 | 0.19% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 3,186 | $30.4 萬 | 0.00% | −785−19.8% | 減碼 |
| Trust Co of Oklahoma | 3,190 | $30.4 萬 | 0.11% | −1,234−27.9% | 減碼 |
| Good Life Advisors, LLC | 3,194 | $30.5 萬 | 0.03% | +93+3.0% | 加碼 |
| LCNB Corp | 3,203 | $30.6 萬 | 0.13% | +280+9.6% | 加碼 |
| Rossmore Private Capital | 3,204 | $30.6 萬 | 0.05% | +140+4.6% | 加碼 |
| Plan Group Financial, LLC | 3,051 | $30.6 萬 | 0.26% | +3,051 | 新進 |
| Green Square Capital Advisors LLC | 3,232 | $30.8 萬 | 0.04% | 00.0% | 不變 |
| M&R Capital Management Inc | 3,238 | $30.9 萬 | 0.08% | −300−8.5% | 減碼 |
| Northcape Wealth Management, LLC | 3,244 | $30.9 萬 | 0.11% | +68+2.1% | 加碼 |
| Drive Wealth Management, LLC | 3,255 | $31.0 萬 | 0.12% | +94+3.0% | 加碼 |
| DRW Securities, LLC | 3,256 | $31.1 萬 | 0.02% | −4,461−57.8% | 減碼 |
| Blue Edge Capital, LLC | 3,266 | $31.2 萬 | 0.06% | +4+0.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 3,274 | $31.2 萬 | 0.10% | +53+1.6% | 加碼 |
| Tanager Wealth Management LLP | 3,277 | $31.3 萬 | 0.07% | +6+0.2% | 加碼 |
| Capital Analysts, LLC | 3,292 | $31.4 萬 | 0.02% | +7+0.2% | 加碼 |
| Allen Investment Management LLC | 3,318 | $31.6 萬 | 0.00% | −24−0.7% | 減碼 |
| Intrinsic Value Partners, LLC | 3,334 | $31.8 萬 | 0.40% | −25−0.7% | 減碼 |
| Excalibur Management Corp | 3,337 | $31.8 萬 | 0.16% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 3,343 | $31.9 萬 | 0.21% | −493−12.9% | 減碼 |
| Cadinha & Co LLC | 3,350 | $32.0 萬 | 0.06% | 00.0% | 不變 |
| Keating Investment Counselors Inc | 3,380 | $32.2 萬 | 0.12% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,399 | $32.4 萬 | 0.23% | −44−1.3% | 減碼 |
| Energy Income Partners, LLC | 3,400 | $32.4 萬 | 0.01% | +475+16.2% | 加碼 |
| UniSuper Management Pty Ltd | 3,400 | $32.4 萬 | 0.00% | +3,400 | 新進 |
| Verus Capital Partners, LLC | 3,408 | $32.5 萬 | 0.05% | +1,209+55.0% | 加碼 |
| Chicago Trust Co NA | 3,413 | $32.6 萬 | 0.08% | −284−7.7% | 減碼 |
| Compagnie Lombard Odier SCmA | 3,413 | $32.6 萬 | 0.01% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 3,420 | $32.6 萬 | 0.07% | +239+7.5% | 加碼 |
| Davidson Trust Co | 3,426 | $32.7 萬 | 0.24% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,430 | $32.7 萬 | 0.16% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 3,432 | $32.7 萬 | 0.08% | 00.0% | 不變 |
| Ruggaard & Associates LLC | 3,447 | $32.9 萬 | 0.19% | +71+2.1% | 加碼 |
| Arete Wealth Advisors, LLC | 3,453 | $32.9 萬 | 0.03% | −272−7.3% | 減碼 |
| Laidlaw Wealth Management LLC | 3,453 | $32.9 萬 | 0.06% | +836+31.9% | 加碼 |
| Crescent Grove Advisors, LLC | 3,454 | $32.9 萬 | 0.04% | −1,901−35.5% | 減碼 |
| Wealthsource Partners, LLC | 3,458 | $33.0 萬 | 0.02% | +21+0.6% | 加碼 |
| ARS Investment Partners, LLC | 3,475 | $33.1 萬 | 0.04% | −1,375−28.4% | 減碼 |
| Empire Financial Management Company, LLC | 3,476 | $33.2 萬 | 0.13% | −14,422−80.6% | 減碼 |
| Athena Investment Management | 3,477 | $33.2 萬 | 0.23% | −32−0.9% | 減碼 |
| Impact Partnership Wealth, LLC | 3,478 | $33.2 萬 | 0.12% | +3,478 | 新進 |
| MQS Management LLC | 3,492 | $33.3 萬 | 0.23% | +573+19.6% | 加碼 |
| Ronald Blue Trust, Inc. | 3,302 | $33.5 萬 | 0.01% | −3,006−47.7% | 減碼 |
| Corbyn Investment Management Inc | 3,516 | $33.5 萬 | 0.16% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 3,523 | $33.6 萬 | 0.02% | +14+0.4% | 加碼 |