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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 6,049 | $57.7 萬 | 0.06% | +6,049 | 新進 |
| Peoples Financial Services Corp. | 6,060 | $57.8 萬 | 0.26% | 00.0% | 不變 |
| Bank Ozk | 6,080 | $58.0 萬 | 0.28% | −2,282−27.3% | 減碼 |
| Valmark Advisers, Inc. | 6,082 | $58.0 萬 | 0.01% | +30.0% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 6,097 | $58.2 萬 | 0.03% | +6,097 | 新進 |
| Institutional & Family Asset Management, LLC | 6,113 | $58.3 萬 | 0.10% | +459+8.1% | 加碼 |
| Clarius Group, LLC | 6,120 | $58.4 萬 | 0.05% | −53−0.9% | 減碼 |
| Busey Wealth Management | 6,120 | $58.4 萬 | 0.02% | +11+0.2% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,129 | $58.5 萬 | 0.34% | +14+0.2% | 加碼 |
| Hilltop Holdings Inc. | 6,153 | $58.7 萬 | 0.07% | −1,063−14.7% | 減碼 |
| Westbourne Investment Advisors, Inc. | 6,166 | $58.8 萬 | 0.26% | −20−0.3% | 減碼 |
| Symmetry Partners, LLC | 6,174 | $58.9 萬 | 0.03% | 00.0% | 不變 |
| Horizon Investments, LLC | 6,185 | $59.0 萬 | 0.02% | −1,960−24.1% | 減碼 |
| Dearborn Partners LLC | 6,186 | $59.0 萬 | 0.02% | −177−2.8% | 減碼 |
| Epoch Investment Partners, Inc. | 6,222 | $59.3 萬 | 0.00% | −2,354−27.4% | 減碼 |
| American Financial Group Inc | 6,250 | $59.6 萬 | 0.18% | 00.0% | 不變 |
| Valley Brook Capital Group | 6,251 | $59.6 萬 | 0.55% | +10.0% | 加碼 |
| Chicago Partners Investment Group LLC | 5,490 | $59.8 萬 | 0.03% | +166+3.1% | 加碼 |
| WSFS Capital Management, LLC | 6,287 | $60.0 萬 | 0.06% | +246+4.1% | 加碼 |
| Birmingham Capital Management Co Inc | 6,330 | $60.4 萬 | 0.25% | −160−2.5% | 減碼 |
| South Street Advisors LLC | 6,420 | $61.2 萬 | 0.12% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 6,443 | $61.5 萬 | 0.05% | +140+2.2% | 加碼 |
| Clearstead Advisors, LLC | 6,472 | $61.7 萬 | 0.04% | +171+2.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 6,487 | $61.9 萬 | 0.25% | +2,087+47.4% | 加碼 |
| Imprint Wealth LLC | 6,493 | $61.9 萬 | 0.39% | 00.0% | 不變 |
| Miller Investment Management, LP | 6,500 | $62.0 萬 | 0.09% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 6,520 | $62.2 萬 | 0.13% | +372+6.1% | 加碼 |
| C2C Wealth Management, LLC | 6,267 | $62.3 萬 | 0.08% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 6,580 | $62.8 萬 | 0.01% | −891−11.9% | 減碼 |
| Trust Co of Toledo NA | 6,580 | $62.8 萬 | 0.11% | +900+15.8% | 加碼 |
| MCF Advisors LLC | 6,598 | $62.9 萬 | 0.06% | +609+10.2% | 加碼 |
| USA Financial Portformulas Corp | 6,598 | $62.9 萬 | 0.97% | −1,516−18.7% | 減碼 |
| Islay Capital Management, LLC | 6,599 | $62.9 萬 | 0.55% | 00.0% | 不變 |
| Wahed Invest LLC | 6,615 | $63.1 萬 | 0.22% | +632+10.6% | 加碼 |
| Sandy Spring Bank | 6,618 | $63.1 萬 | 0.03% | −313−4.5% | 減碼 |
| Westhampton Capital, LLC | 6,683 | $63.7 萬 | 0.41% | −20−0.3% | 減碼 |
| Van Hulzen Asset Management, LLC | 6,717 | $64.1 萬 | 0.05% | −77−1.1% | 減碼 |
| CAPROCK Group, Inc. | 6,737 | $64.3 萬 | 0.05% | −30−0.4% | 減碼 |
| Eqis Capital Management, Inc. | 6,808 | $64.9 萬 | 0.07% | −219−3.1% | 減碼 |
| Aull & Monroe Investment Management Corp | 6,827 | $65.1 萬 | 0.33% | −100−1.4% | 減碼 |
| Heron Financial Group, LLC | 6,830 | $65.1 萬 | 0.35% | +150+2.2% | 加碼 |
| Infrastructure Capital Advisors, LLC | 6,853 | $65.4 萬 | 0.12% | +3,220+88.6% | 加碼 |
| Hudson Valley Investment Advisors Inc | 6,868 | $65.5 萬 | 0.09% | −75−1.1% | 減碼 |
| EP Wealth Advisors, LLC | 50,237 | $65.5 萬 | 0.01% | +35,237+234.9% | 加碼 |
| Spreng Capital Management, Inc. | 6,898 | $65.8 萬 | 0.52% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 6,911 | $65.9 萬 | 0.03% | +6,911 | 新進 |
| Park Place Capital Corp | 6,913 | $65.9 萬 | 0.19% | +82+1.2% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $66.1 萬 | 0.45% | 00.0% | 不變 |
| Balentine LLC | 6,930 | $66.1 萬 | 0.02% | −4,247−38.0% | 減碼 |
| 1st Source Bank | 6,949 | $66.3 萬 | 0.04% | +50+0.7% | 加碼 |
| Equitable Holdings, Inc. | 6,961 | $66.4 萬 | 0.01% | +1,336+23.8% | 加碼 |
| Cladis Investment Advisory, LLC | 6,971 | $66.5 萬 | 0.58% | +10.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,998 | $66.8 萬 | 0.04% | +435+6.6% | 加碼 |
| Navalign, LLC | 7,011 | $66.9 萬 | 0.27% | −22−0.3% | 減碼 |
| Concord Wealth Partners | 7,018 | $66.9 萬 | 0.14% | +3,164+82.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,046 | $67.2 萬 | 0.05% | +109+1.6% | 加碼 |
| Nomura Holdings Inc | 7,059 | $67.3 萬 | 0.01% | +7,059 | 新進 |
| Avidian Wealth Solutions, LLC | 7,076 | $67.5 萬 | 0.04% | −3,582−33.6% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $67.5 萬 | 0.18% | 00.0% | 不變 |
| Chelsea Counsel Co | 7,090 | $67.6 萬 | 0.33% | +505+7.7% | 加碼 |
| David Loasby | 7,099 | $67.7 萬 | 0.07% | +1,088+18.1% | 加碼 |
| AMG National Trust Bank | 7,111 | $67.8 萬 | 0.02% | −3,488−32.9% | 減碼 |
| Portman Square Capital LLP | 7,117 | $67.9 萬 | 0.12% | −6,587−48.1% | 減碼 |
| Glenview Trust Co | 7,144 | $68.1 萬 | 0.02% | −623−8.0% | 減碼 |
| Meeder Advisory Services, Inc. | 7,168 | $68.4 萬 | 0.07% | +345+5.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,270 | $69.3 萬 | 0.11% | −1,364−15.8% | 減碼 |
| Bradley Foster & Sargent Inc | 7,272 | $69.4 萬 | 0.01% | +57+0.8% | 加碼 |
| Dark Forest Capital Management LP | 7,281 | $69.4 萬 | 0.07% | +4,235+139.0% | 加碼 |
| We Are One Seven, LLC | 7,289 | $69.5 萬 | 0.06% | −2,931−28.7% | 減碼 |
| Hunter Associates Investment Management LLC | 7,260 | $69.8 萬 | 0.14% | −7−0.1% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,317 | $69.8 萬 | 0.45% | +103+1.4% | 加碼 |
| Peapack Gladstone Financial Corp | 7,323 | $69.9 萬 | 0.01% | −338−4.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,336 | $70.0 萬 | 0.20% | −9−0.1% | 減碼 |
| Doheny Asset Management | 7,339 | $70.0 萬 | 0.60% | −350−4.6% | 減碼 |
| Wealth Alliance | 7,339 | $70.0 萬 | 0.10% | −542−6.9% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 7,352 | $70.1 萬 | 0.17% | −73−1.0% | 減碼 |
| Institute for Wealth Management, LLC. | 7,358 | $70.2 萬 | 0.12% | −71−1.0% | 減碼 |
| Thomas White International Ltd | 7,374 | $70.3 萬 | 0.15% | 00.0% | 不變 |
| First National Advisers, LLC | 7,397 | $70.5 萬 | 0.65% | +118+1.6% | 加碼 |
| Edge Capital Group, LLC | 7,438 | $70.9 萬 | 0.04% | −2,005−21.2% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 7,445 | $71.0 萬 | 0.20% | −31−0.4% | 減碼 |
| Quantinno Capital Management LP | 7,477 | $71.3 萬 | 0.04% | −2,912−28.0% | 減碼 |
| Aquatic Capital Management LLC | 7,500 | $71.5 萬 | 0.04% | +6,800+971.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 7,549 | $72.0 萬 | 0.06% | −973−11.4% | 減碼 |
| Forum Financial Management, LP | 7,554 | $72.1 萬 | 0.02% | +44+0.6% | 加碼 |
| FineMark National Bank & Trust | 7,574 | $72.2 萬 | 0.03% | +1,424+23.2% | 加碼 |
| Full Sail Capital, LLC | 7,580 | $72.3 萬 | 0.06% | −30.0% | 減碼 |
| WealthTrust Axiom LLC | 7,636 | $72.8 萬 | 0.24% | +6+0.1% | 加碼 |
| Virtus ETF Advisers LLC | 7,641 | $72.9 萬 | 0.43% | −657−7.9% | 減碼 |
| Jupiter Wealth Management LLC | 7,650 | $73.0 萬 | 0.63% | −1,000−11.6% | 減碼 |
| Edgestream Partners, L.P. | 7,691 | $73.4 萬 | 0.07% | +7,691 | 新進 |
| Private Capital Management, LLC | 7,738 | $73.8 萬 | 0.09% | +1,649+27.1% | 加碼 |
| Bull Street Advisors, LLC | 7,751 | $73.9 萬 | 0.38% | 00.0% | 不變 |
| Bridge Creek Capital Management LLC | 7,751 | $73.9 萬 | 0.26% | 00.0% | 不變 |
| NVWM, LLC | 7,774 | $74.2 萬 | 0.24% | +335+4.5% | 加碼 |
| Peoples Bank | 7,800 | $74.4 萬 | 0.46% | −10−0.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 7,823 | $74.6 萬 | 0.10% | −17−0.2% | 減碼 |
| Machina Capital S.A.S. | 7,826 | $74.6 萬 | 0.42% | +6,855+706.0% | 加碼 |
| Vinva Investment Management Ltd | 7,907 | $74.7 萬 | 0.07% | −8,061−50.5% | 減碼 |
| Westmount Partners, LLC | 7,894 | $75.3 萬 | 0.33% | +82+1.0% | 加碼 |