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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 32,421 | $309.2 萬 | 0.45% | +174+0.5% | 加碼 |
| Man Group plc | 32,348 | $308.5 萬 | 0.01% | – | – |
| Van Eck Associates Corp | 32,295 | $308.0 萬 | 0.01% | +395+1.2% | 加碼 |
| Tweedy, Browne Co LLC | 32,271 | $307.8 萬 | 0.16% | 00.0% | 不變 |
| Hartford Investment Management Co | 32,170 | $306.8 萬 | 0.12% | −7,090−18.1% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,153 | $306.7 萬 | 0.91% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 32,052 | $305.7 萬 | 0.14% | +47+0.1% | 加碼 |
| Virginia Wealth Management Group, Inc. | 32,021 | $305.4 萬 | 2.10% | +39+0.1% | 加碼 |
| Ziegler Capital Management, LLC | 31,211 | $297.7 萬 | 0.11% | −740−2.3% | 減碼 |
| TownSquare Capital, LLC | 31,184 | $297.4 萬 | 0.05% | +4,363+16.3% | 加碼 |
| SWS Partners | 31,163 | $297.0 萬 | 1.07% | +1,799+6.1% | 加碼 |
| Vestcor Inc | 31,097 | $296.6 萬 | 0.11% | +3,691+13.5% | 加碼 |
| Fifth Third Bancorp | 31,034 | $296.0 萬 | 0.01% | −1,587−4.9% | 減碼 |
| Wolverine Trading, LLC | 31,091 | $293.9 萬 | 0.04% | −4,993−13.8% | 減碼 |
| Citizens National Bank Trust Department | 30,485 | $290.8 萬 | 0.77% | −2,854−8.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 29,840 | $284.6 萬 | 0.36% | +5,135+20.8% | 加碼 |
| Balyasny Asset Management LLC | 29,730 | $283.6 萬 | 0.01% | +15,834+113.9% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 29,639 | $282.7 萬 | 0.56% | +739+2.6% | 加碼 |
| Profund Advisors LLC | 29,033 | $276.9 萬 | 0.15% | −3,576−11.0% | 減碼 |
| BNC Wealth Management, LLC | 29,001 | $276.6 萬 | 1.47% | +8,512+41.5% | 加碼 |
| Mount Lucas Management LP | 28,971 | $276.3 萬 | 0.99% | −31,616−52.2% | 減碼 |
| Ellerson Group Inc | 28,955 | $276.2 萬 | 2.63% | −100−0.3% | 減碼 |
| Riverview Capital Advisers, LLC | 28,936 | $276.0 萬 | 1.21% | −370−1.3% | 減碼 |
| Johnson Investment Counsel Inc | 28,886 | $275.5 萬 | 0.03% | −1,412−4.7% | 減碼 |
| Central Trust Co | 28,746 | $274.2 萬 | 0.08% | −405−1.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 28,639 | $273.2 萬 | 0.03% | −1,854−6.1% | 減碼 |
| Louisiana State Employees Retirement System | 28,400 | $270.9 萬 | 0.06% | −1,900−6.3% | 減碼 |
| Parsons Capital Management Inc | 28,357 | $270.5 萬 | 0.21% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 28,229 | $269.2 萬 | 0.06% | −41−0.1% | 減碼 |
| Baxter Bros Inc | 28,185 | $268.8 萬 | 0.40% | +1,855+7.0% | 加碼 |
| TD Private Client Wealth LLC | 27,734 | $264.5 萬 | 0.11% | −89−0.3% | 減碼 |
| Prospera Financial Services Inc | 27,603 | $263.5 萬 | 0.10% | +1,409+5.4% | 加碼 |
| River Wealth Advisors LLC | 27,520 | $262.5 萬 | 0.45% | −745−2.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 23,718 | $262.0 萬 | 0.43% | +10,746+82.8% | 加碼 |
| CFM Wealth Partners LLC | 27,400 | $261.3 萬 | 0.63% | +36+0.1% | 加碼 |
| JustInvest LLC | 27,092 | $258.4 萬 | 0.08% | +1,906+7.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,964 | $257.5 萬 | 0.03% | −3,219−10.7% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 26,925 | $256.8 萬 | 0.06% | +341+1.3% | 加碼 |
| Fundamentun, LLC | 26,708 | $254.7 萬 | 0.39% | +659+2.5% | 加碼 |
| Stock Yards Bank & Trust Co | 26,572 | $253.4 萬 | 0.09% | +504+1.9% | 加碼 |
| Wisconsin Capital Management LLC | 26,420 | $252.0 萬 | 1.63% | −4,775−15.3% | 減碼 |
| LexAurum Advisors, LLC | 26,310 | $250.9 萬 | 0.76% | −766−2.8% | 減碼 |
| Brookstone Capital Management | 25,204 | $250.6 萬 | 0.05% | −3,288−11.5% | 減碼 |
| Principle Wealth Partners LLC | 26,240 | $250.3 萬 | 0.25% | 00.0% | 不變 |
| SG Americas Securities, LLC | 26,223 | $250.1 萬 | 0.02% | −23,537−47.3% | 減碼 |
| Hodges Capital Management Inc. | 17,605 | $246.9 萬 | 0.14% | +3,853+28.0% | 加碼 |
| Davenport & Co LLC | 25,798 | $246.1 萬 | 0.02% | −3,015−10.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 25,641 | $244.6 萬 | 0.02% | −6,359−19.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 25,641 | $244.6 萬 | 0.19% | +1,594+6.6% | 加碼 |
| Garrison Asset Management, LLC | 25,619 | $244.4 萬 | 1.46% | +321+1.3% | 加碼 |
| SevenBridge Financial Group, LLC | 25,571 | $243.9 萬 | 0.63% | +366+1.5% | 加碼 |
| PFW Advisors LLC | 20,879 | $243.5 萬 | 0.81% | +20,879 | 新進 |
| GPS Wealth Strategies Group, LLC | 25,216 | $240.5 萬 | 0.45% | −634−2.5% | 減碼 |
| Clearbridge Investments, LLC | 25,157 | $239.9 萬 | 0.00% | −1,675−6.2% | 減碼 |
| Demars Financial Group, LLC | 24,438 | $233.1 萬 | 1.29% | −955−3.8% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,374 | $232.5 萬 | 1.00% | −124−0.5% | 減碼 |
| German American Bancorp, Inc. | 24,207 | $230.9 萬 | 0.32% | +44+0.2% | 加碼 |
| DCM Advisors, LLC | 23,994 | $228.9 萬 | 0.98% | −14−0.1% | 減碼 |
| Herold Advisors, Inc. | 23,929 | $228.2 萬 | 0.70% | +2,156+9.9% | 加碼 |
| Ontario Teachers Pension Plan Board | 23,522 | $224.4 萬 | 0.02% | +23,522 | 新進 |
| Cetera Advisors LLC | 23,452 | $223.7 萬 | 0.04% | −217−0.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 23,449 | $223.7 萬 | 0.04% | +1,344+6.1% | 加碼 |
| Zacks Investment Management | 23,345 | $222.7 萬 | 0.03% | −1,290−5.2% | 減碼 |
| Bessemer Group Inc | 23,252 | $221.8 萬 | 0.00% | +3,674+18.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 23,232 | $221.6 萬 | 0.08% | −134−0.6% | 減碼 |
| Argyle Capital Management Inc. | 22,996 | $219.3 萬 | 0.79% | −333−1.4% | 減碼 |
| Brinker Capital Investments, LLC | 22,900 | $218.4 萬 | 0.02% | −203,362−89.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 22,900 | $218.4 萬 | 0.02% | −203,362−89.9% | 減碼 |
| Wedbush Securities Inc | 22,749 | $217.0 萬 | 0.10% | −1,405−5.8% | 減碼 |
| Hancock Whitney Corp | 22,745 | $217.0 萬 | 0.09% | +18+0.1% | 加碼 |
| Leonteq Securities AG | 22,751 | $217.0 萬 | 0.22% | +8,406+58.6% | 加碼 |
| Cardinal Capital Management | 22,691 | $216.4 萬 | 0.44% | +476+2.1% | 加碼 |
| New Mexico Educational Retirement Board | 22,628 | $215.8 萬 | 0.09% | +800+3.7% | 加碼 |
| Regions Financial Corp | 22,484 | $214.5 萬 | 0.02% | −3,797−14.4% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 20,018 | $213.9 萬 | 0.81% | −5,607−21.9% | 減碼 |
| Veritable, L.P. | 22,424 | $213.9 萬 | 0.03% | −81−0.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 22,337 | $213.1 萬 | 0.02% | −4,471−16.7% | 減碼 |
| NorthCrest Asset Manangement, LLC | 22,304 | $212.7 萬 | 0.08% | −340−1.5% | 減碼 |
| Miracle Mile Advisors, LLC | 22,303 | $212.7 萬 | 0.06% | +428+2.0% | 加碼 |
| Becker Capital Management Inc | 22,140 | $211.2 萬 | 0.08% | +29+0.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 22,120 | $211.0 萬 | 0.39% | −16,120−42.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 22,094 | $210.7 萬 | 0.04% | −333−1.5% | 減碼 |
| Metis Global Partners, LLC | 21,950 | $209.4 萬 | 0.11% | +2,124+10.7% | 加碼 |
| Strategic Wealth Partners, Ltd. | 21,905 | $208.9 萬 | 0.27% | +1,519+7.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 21,806 | $208.0 萬 | 0.05% | +2,265+11.6% | 加碼 |
| MAI Capital Management | 21,713 | $207.1 萬 | 0.03% | −1,675−7.2% | 減碼 |
| Burney Co | 21,514 | $205.2 萬 | 0.09% | +292+1.4% | 加碼 |
| Synovus Financial Corp | 21,486 | $204.9 萬 | 0.02% | +240+1.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 21,473 | $204.8 萬 | 0.08% | −1,213−5.3% | 減碼 |
| XML Financial, LLC | 21,320 | $203.3 萬 | 0.24% | −942−4.2% | 減碼 |
| Neville Rodie & Shaw Inc | 21,172 | $201.9 萬 | 0.17% | 00.0% | 不變 |
| First Nebraska Trust Co | 21,125 | $201.5 萬 | 0.24% | +438+2.1% | 加碼 |
| Seven Eight Capital, LP | 21,074 | $201.0 萬 | 0.33% | +15,953+311.5% | 加碼 |
| City Holding Co | 21,009 | $200.4 萬 | 0.34% | −742−3.4% | 減碼 |
| Cheviot Value Management, LLC | 20,922 | $199.5 萬 | 0.44% | +839+4.2% | 加碼 |
| Patten & Patten Inc | 20,882 | $199.2 萬 | 0.16% | −335−1.6% | 減碼 |
| Commerzbank Aktiengesellschaft | 20,784 | $198.3 萬 | 0.10% | +20,784 | 新進 |
| Regal Investment Advisors LLC | 20,707 | $197.5 萬 | 0.17% | −5,194−20.1% | 減碼 |
| Shelton Capital Management | 20,672 | $197.2 萬 | 0.07% | +906+4.6% | 加碼 |
| Hartford Financial Management Inc. | 20,593 | $196.4 萬 | 0.49% | −25−0.1% | 減碼 |