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 |
|---|---|---|---|---|---|
| Pitcairn Co | 4,522 | $43.1 萬 | 0.04% | −40−0.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,547 | $43.4 萬 | 0.02% | −1,420−23.8% | 減碼 |
| Pinnacle Financial Partners Inc | 4,549 | $43.4 萬 | 0.01% | +11+0.2% | 加碼 |
| Flputnam Investment Management Co | 4,567 | $43.6 萬 | 0.01% | −427−8.6% | 減碼 |
| Private Portfolio Partners LLC | 4,585 | $43.7 萬 | 0.11% | +36+0.8% | 加碼 |
| Lincoln Capital LLC | 4,667 | $44.5 萬 | 0.11% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 4,669 | $44.5 萬 | 0.09% | +9+0.2% | 加碼 |
| Waldron Private Wealth LLC | 4,694 | $44.8 萬 | 0.02% | −144−3.0% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 4,700 | $44.8 萬 | 1.14% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 4,700 | $44.8 萬 | 0.04% | +680+16.9% | 加碼 |
| Sendero Wealth Management, LLC | 4,726 | $45.1 萬 | 0.10% | +4,726 | 新進 |
| First Foundation Advisors | 4,733 | $45.1 萬 | 0.02% | +82+1.8% | 加碼 |
| BMS Financial Advisors, LLC | 4,748 | $45.3 萬 | 0.30% | −2,136−31.0% | 減碼 |
| Vaughan David Investments LLC | 4,756 | $45.4 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 4,763 | $45.4 萬 | 0.04% | −466−8.9% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,767 | $45.5 萬 | 0.06% | +151+3.3% | 加碼 |
| PFG Advisors | 4,781 | $45.6 萬 | 0.03% | −408−7.9% | 減碼 |
| TrinityPoint Wealth, LLC | 4,791 | $45.7 萬 | 0.09% | +1,492+45.2% | 加碼 |
| LVM Capital Management Ltd | 4,795 | $45.7 萬 | 0.06% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 4,792 | $45.7 萬 | 0.06% | +237+5.2% | 加碼 |
| Citizens Financial Group Inc | 4,801 | $45.8 萬 | 0.02% | −3−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,833 | $46.1 萬 | 0.05% | −59−1.2% | 減碼 |
| Ci Investments Inc. | 4,861 | $46.4 萬 | 0.00% | +983+25.3% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,874 | $46.5 萬 | 0.13% | 00.0% | 不變 |
| Tradewinds, LLC. | 4,891 | $46.6 萬 | 0.27% | +177+3.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 4,926 | $47.0 萬 | 0.05% | −180−3.5% | 減碼 |
| Probity Advisors, Inc. | 4,932 | $47.0 萬 | 0.10% | +4,932 | 新進 |
| S.A. Mason LLC | 4,644 | $47.1 萬 | 0.34% | 00.0% | 不變 |
| Comerica Securities,inc. | 4,937 | $47.1 萬 | 0.03% | −521−9.5% | 減碼 |
| Patron Partners Advisors, LLC | 4,950 | $47.2 萬 | 0.33% | −352−6.6% | 減碼 |
| BerganKDV Wealth Management, LLC | 4,950 | $47.2 萬 | 0.05% | −1,250−20.2% | 減碼 |
| Vantage Consulting Group Inc | 4,953 | $47.2 萬 | 0.27% | −79−1.6% | 減碼 |
| Syntax Advisors, LLC | 4,953 | $47.2 萬 | 0.38% | −79−1.6% | 減碼 |
| Clark Capital Management Group, Inc. | 4,957 | $47.3 萬 | 0.00% | −2,750−35.7% | 減碼 |
| Garrison Point Advisors, LLC | 4,975 | $47.5 萬 | 0.34% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 4,997 | $47.7 萬 | 0.18% | −78−1.5% | 減碼 |
| Beacon Investment Advisors LLC | 5,038 | $48.1 萬 | 0.33% | −27−0.5% | 減碼 |
| Autumn Glory Partners, LLC | 5,041 | $48.1 萬 | 0.35% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 5,058 | $48.2 萬 | 0.10% | 00.0% | 不變 |
| Kapitalo Investimentos Ltda | 5,093 | $48.6 萬 | 0.09% | +4,027+377.8% | 加碼 |
| Weaver Consulting Group | 5,097 | $48.6 萬 | 0.21% | +20.0% | 加碼 |
| Essex Savings Bank | 5,105 | $48.7 萬 | 0.16% | −625−10.9% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 5,119 | $48.8 萬 | 0.01% | +5,119 | 新進 |
| Schear Investment Advisers, LLC | 5,125 | $48.9 萬 | 0.52% | −131−2.5% | 減碼 |
| Mill Capital Management, LLC | 5,145 | $49.1 萬 | 0.05% | −1,711−25.0% | 減碼 |
| Ambassador Advisors, LLC | 4,211 | $49.1 萬 | 0.11% | −2,843−40.3% | 減碼 |
| Connectus Wealth, LLC | 5,150 | $49.1 萬 | 0.01% | 00.0% | 不變 |
| Inlet Private Wealth, LLC | 5,162 | $49.2 萬 | 0.12% | 00.0% | 不變 |
| Nwam LLC | 5,163 | $49.2 萬 | 0.04% | +1,042+25.3% | 加碼 |
| Linscomb & Williams, Inc. | 5,168 | $49.3 萬 | 0.03% | −233−4.3% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,839 | $49.3 萬 | 0.36% | −71−1.4% | 減碼 |
| Clifford Group, LLC | 5,173 | $49.3 萬 | 0.53% | +1,357+35.6% | 加碼 |
| North Star Investment Management Corp. | 5,239 | $50.0 萬 | 0.04% | +5+0.1% | 加碼 |
| Thrive Wealth Management, LLC | 5,261 | $50.2 萬 | 0.13% | −305−5.5% | 減碼 |
| MJP Associates Inc | 5,261 | $50.2 萬 | 0.17% | −652−11.0% | 減碼 |
| Cambridge Trust Co | 5,308 | $50.6 萬 | 0.02% | −277−5.0% | 減碼 |
| Campion Asset Management LLC | 5,354 | $51.1 萬 | 0.46% | −67−1.2% | 減碼 |
| RSM US Wealth Management LLC | 5,409 | $51.6 萬 | 0.02% | −59−1.1% | 減碼 |
| Kovack Advisors, Inc. | 5,460 | $52.1 萬 | 0.07% | +212+4.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 5,483 | $52.3 萬 | 0.01% | 00.0% | 不變 |
| Outfitter Financial LLC | 5,500 | $52.5 萬 | 0.47% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 5,509 | $52.5 萬 | 0.06% | −65−1.2% | 減碼 |
| Charter Trust Co | 5,551 | $52.9 萬 | 0.04% | −36−0.6% | 減碼 |
| Transcend Wealth Collective, LLC | 5,557 | $53.0 萬 | 0.05% | −1,036−15.7% | 減碼 |
| Modera Wealth Management, LLC | 5,559 | $53.0 萬 | 0.01% | +3,076+123.9% | 加碼 |
| Worth Financial Advisory Group, LLC | 5,570 | $53.1 萬 | 0.49% | −175−3.0% | 減碼 |
| Vanguard Capital Wealth Advisors | 5,590 | $53.3 萬 | 0.48% | +1,119+25.0% | 加碼 |
| MONECO Advisors, LLC | 5,617 | $53.6 萬 | 0.15% | +811+16.9% | 加碼 |
| J2 Capital Management Inc | 5,617 | $53.6 萬 | 0.64% | −362−6.1% | 減碼 |
| Cigna Investments Inc | 5,637 | $53.7 萬 | 0.10% | −71−1.2% | 減碼 |
| Mission Wealth Management, LP | 5,652 | $53.9 萬 | 0.02% | +172+3.1% | 加碼 |
| Concord Asset Management, LLC | 5,671 | $54.1 萬 | 0.19% | +1,169+26.0% | 加碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $54.4 萬 | 0.12% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,709 | $54.5 萬 | 0.12% | +81+1.4% | 加碼 |
| Foster & Motley Inc | 5,733 | $54.7 萬 | 0.04% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 5,774 | $55.1 萬 | 0.00% | +854+17.4% | 加碼 |
| Atlas Capital Advisors LLC | 5,775 | $55.1 萬 | 0.08% | +2,939+103.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,780 | $55.1 萬 | 0.02% | −9,243−61.5% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,781 | $55.1 萬 | 0.10% | −12−0.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,793 | $55.3 萬 | 0.02% | +656+12.8% | 加碼 |
| Stegent Equity Advisors, Inc. | 5,795 | $55.3 萬 | 0.62% | −139−2.3% | 減碼 |
| Retirement Group, LLC | 5,808 | $55.4 萬 | 0.23% | −69−1.2% | 減碼 |
| Palisade Asset Management, LLC | 5,817 | $55.5 萬 | 0.06% | +50+0.9% | 加碼 |
| Checchi Capital Advisers, LLC | 5,832 | $55.6 萬 | 0.05% | +122+2.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,841 | $55.7 萬 | 0.09% | −40−0.7% | 減碼 |
| Roof Eidam & Maycock | 5,910 | $56.4 萬 | 0.19% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 5,912 | $56.4 萬 | 0.19% | +106+1.8% | 加碼 |
| Vise Technologies, Inc. | 5,923 | $56.5 萬 | 0.14% | −286−4.6% | 減碼 |
| Integrated Advisors Network LLC | 5,965 | $56.9 萬 | 0.03% | +63+1.1% | 加碼 |
| Mystic Asset Management, Inc. | 5,969 | $56.9 萬 | 0.31% | −100−1.6% | 減碼 |
| Johnson Financial Group, Inc. | 5,969 | $56.9 萬 | 0.04% | +127+2.2% | 加碼 |
| Fund Management at Engine No. 1 LLC | 5,976 | $57.0 萬 | 0.10% | +326+5.8% | 加碼 |
| Allen Capital Group, LLC | 5,979 | $57.0 萬 | 0.10% | +18+0.3% | 加碼 |
| Personal Cfo Solutions, LLC | 5,981 | $57.0 萬 | 0.12% | +213+3.7% | 加碼 |
| Private Trust Co NA | 5,995 | $57.2 萬 | 0.07% | +1,052+21.3% | 加碼 |
| Park Circle Co | 6,000 | $57.2 萬 | 0.54% | 00.0% | 不變 |
| Caldwell Trust Co | 6,020 | $57.4 萬 | 0.07% | −2,257−27.3% | 減碼 |
| Heck Capital Advisors, LLC | 6,021 | $57.4 萬 | 0.10% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 6,037 | $57.6 萬 | 0.04% | +287+5.0% | 加碼 |
| Perigon Wealth Management, LLC | 6,049 | $57.7 萬 | 0.02% | +262+4.5% | 加碼 |