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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 20,373 | $194.3 萬 | 0.08% | −1,256−5.8% | 減碼 |
| Community Bank & Trust, Waco, Texas | 20,370 | $194.3 萬 | 0.58% | +1,582+8.4% | 加碼 |
| Vident Investment Advisory, LLC | 20,180 | $192.6 萬 | 0.07% | −5,202−20.5% | 減碼 |
| Somerset Trust Co | 20,085 | $191.6 萬 | 0.82% | −677−3.3% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 20,072 | $191.4 萬 | 1.89% | −1,232−5.8% | 減碼 |
| Metropolitan Life Insurance Co | 19,996 | $190.7 萬 | 0.09% | −846−4.1% | 減碼 |
| CWM, LLC | 19,928 | $190.1 萬 | 0.01% | +1,970+11.0% | 加碼 |
| Cunning Capital Partners, LP | 0 | $188.4 萬 | 1.19% | −19,750−100.0% | 減碼 |
| Worldquant Millennium Advisors LLC | 19,639 | $187.3 萬 | 0.03% | +7,417+60.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 19,628 | $187.2 萬 | 0.11% | +1,458+8.0% | 加碼 |
| Argonautica Private Wealth Management, Inc | 19,580 | $186.8 萬 | 0.84% | +190+1.0% | 加碼 |
| Advisor Partners II, LLC | 19,375 | $184.8 萬 | 0.09% | −201−1.0% | 減碼 |
| Convergence Investment Partners, LLC | 19,364 | $184.7 萬 | 1.06% | −308−1.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 19,033 | $181.5 萬 | 0.12% | −128−0.7% | 減碼 |
| Mather Group, LLC. | 18,899 | $180.3 萬 | 0.03% | +280+1.5% | 加碼 |
| CIBC World Markets Inc. | 18,888 | $180.2 萬 | 0.01% | −9,471−33.4% | 減碼 |
| Cornercap Investment Counsel Inc | 18,846 | $179.8 萬 | 0.31% | +393+2.1% | 加碼 |
| Keystone Wealth Services, LLC | 18,843 | $179.7 萬 | 0.67% | +70.0% | 加碼 |
| Empirical Finance, LLC | 18,843 | $179.7 萬 | 0.14% | +6,063+47.4% | 加碼 |
| Hussman Strategic Advisors, Inc. | 18,800 | $179.3 萬 | 0.33% | +18,800 | 新進 |
| Bartlett & Co. LLC | 18,742 | $178.8 萬 | 0.03% | +5,375+40.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 18,742 | $178.8 萬 | 0.03% | +5,375+40.2% | 加碼 |
| apricus wealth, LLC | 18,015 | $178.4 萬 | 1.57% | −25−0.1% | 減碼 |
| STRS Ohio | 18,667 | $178.0 萬 | 0.01% | +1,200+6.9% | 加碼 |
| Cercano Management LLC | 18,500 | $176.5 萬 | 0.06% | +18,500 | 新進 |
| Sonora Investment Management Group, LLC | 18,488 | $176.3 萬 | 0.15% | −230−1.2% | 減碼 |
| Intrust Bank NA | 18,438 | $175.9 萬 | 0.21% | 00.0% | 不變 |
| Marshall Wace, LLP | 18,353 | $175.1 萬 | 0.00% | −618,336−97.1% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $174.5 萬 | 0.25% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 18,232 | $173.9 萬 | 0.49% | −5,154−22.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 18,099 | $172.6 萬 | 0.03% | +5,668+45.6% | 加碼 |
| Vontobel Holding Ltd. | 18,030 | $172.0 萬 | 0.02% | +209+1.2% | 加碼 |
| FDx Advisors, Inc. | 17,964 | $171.3 萬 | 0.09% | −8,112−31.1% | 減碼 |
| Telemus Capital, LLC | 17,898 | $170.7 萬 | 0.14% | −74−0.4% | 減碼 |
| Independent Advisor Alliance | 17,876 | $170.5 萬 | 0.08% | +1,493+9.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 17,847 | $170.2 萬 | 0.09% | −544−3.0% | 減碼 |
| Ergoteles LLC | 17,840 | $170.2 萬 | 0.08% | −205,452−92.0% | 減碼 |
| Auxier Asset Management | 17,812 | $169.9 萬 | 0.28% | 00.0% | 不變 |
| Mitchell & Pahl Private Wealth, LLC | 17,766 | $169.5 萬 | 1.02% | +509+2.9% | 加碼 |
| Quantamental Technologies LLC | 17,765 | $169.4 萬 | 0.71% | +9,353+111.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 17,750 | $169.3 萬 | 0.06% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 17,748 | $169.3 萬 | 0.07% | −80−0.4% | 減碼 |
| Redwood Investment Management, LLC | 17,704 | $168.9 萬 | 0.17% | +2,160+13.9% | 加碼 |
| Carret Asset Management, LLC | 17,708 | $168.9 萬 | 0.22% | −250−1.4% | 減碼 |
| X-Square Capital, LLC | 19,556 | $168.4 萬 | 1.13% | +17,012+668.7% | 加碼 |
| VisionPoint Advisory Group, LLC | 17,589 | $167.8 萬 | 0.69% | +986+5.9% | 加碼 |
| Community Bank, N.A. | 17,561 | $167.5 萬 | 0.22% | +274+1.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 17,554 | $167.4 萬 | 0.12% | +20.0% | 加碼 |
| Lincoln National Corp | 17,547 | $167.4 萬 | 0.03% | +1,157+7.1% | 加碼 |
| Fernwood Investment Management, LLC | 17,480 | $166.7 萬 | 0.59% | −150−0.9% | 減碼 |
| Azzad Asset Management Inc | 17,340 | $165.4 萬 | 0.22% | +470+2.8% | 加碼 |
| Crescent Sterling, Ltd. | 17,320 | $165.2 萬 | 1.57% | +319+1.9% | 加碼 |
| Snowden Capital Advisors LLC | 17,273 | $164.7 萬 | 0.06% | +4,656+36.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 17,206 | $164.1 萬 | 0.04% | −2,082−10.8% | 減碼 |
| HB Wealth Management, LLC | 17,193 | $164.0 萬 | 0.03% | −251−1.4% | 減碼 |
| Financial Counselors Inc | 17,100 | $163.1 萬 | 0.03% | +158+0.9% | 加碼 |
| Harvest Portfolios Group Inc. | 16,914 | $161.3 萬 | 0.07% | +550+3.4% | 加碼 |
| Northside Capital Management, LLC | 16,725 | $159.5 萬 | 0.55% | −216−1.3% | 減碼 |
| Arvest Trust Co N A | 14,218 | $158.6 萬 | 0.09% | +5,971+72.4% | 加碼 |
| Curbstone Financial Management Corp | 16,622 | $158.5 萬 | 0.38% | −54−0.3% | 減碼 |
| Moser Wealth Advisors, LLC | 16,606 | $158.4 萬 | 1.07% | +16,606 | 新進 |
| TBH Global Asset Management, LLC | 16,572 | $158.1 萬 | 0.31% | −33−0.2% | 減碼 |
| Shell Asset Management Co | 16,533 | $157.7 萬 | 0.06% | +13,313+413.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,472 | $157.1 萬 | 0.12% | −109−0.7% | 減碼 |
| Pinnacle Wealth Management, LLC | 16,448 | $156.9 萬 | 1.58% | +16,448 | 新進 |
| Ingalls & Snyder LLC | 16,352 | $156.0 萬 | 0.08% | +1,700+11.6% | 加碼 |
| AlphaStar Capital Management, LLC | 16,290 | $155.4 萬 | 0.18% | +292+1.8% | 加碼 |
| Americana Partners, LLC | 16,249 | $155.0 萬 | 0.20% | +250+1.6% | 加碼 |
| Horizon Investment Services, LLC | 16,174 | $154.3 萬 | 0.94% | +348+2.2% | 加碼 |
| Fortem Financial Group, LLC | 16,053 | $153.1 萬 | 0.91% | −2,408−13.0% | 減碼 |
| EHP Funds Inc. | 16,000 | $152.6 萬 | 0.43% | +4,700+41.6% | 加碼 |
| Equitable Trust Co | 15,614 | $148.9 萬 | 0.11% | −1,074−6.4% | 減碼 |
| Jefferies Financial Group Inc. | 15,604 | $148.8 萬 | 0.03% | +4,056+35.1% | 加碼 |
| Summit Financial, LLC | 15,565 | $148.5 萬 | 0.11% | +2,985+23.7% | 加碼 |
| Csenge Advisory Group | 15,530 | $148.1 萬 | 0.10% | +3,638+30.6% | 加碼 |
| Capstone Investment Advisors, LLC | 15,453 | $147.4 萬 | 0.04% | +5,090+49.1% | 加碼 |
| Hendley & Co Inc | 15,430 | $147.2 萬 | 0.61% | 00.0% | 不變 |
| Western Wealth Management, LLC | 15,369 | $146.6 萬 | 0.13% | +1,461+10.5% | 加碼 |
| Tudor Investment Corp Et Al | 15,275 | $145.7 萬 | 0.02% | −325,886−95.5% | 減碼 |
| First Manhattan Co | 15,259 | $145.5 萬 | 0.01% | −125−0.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 15,221 | $145.2 萬 | 0.19% | +842+5.9% | 加碼 |
| Capital Advisors Inc | 15,190 | $144.9 萬 | 0.04% | +244+1.6% | 加碼 |
| Everett Harris & Co | 14,971 | $142.8 萬 | 0.02% | −150−1.0% | 減碼 |
| Stephens Inc | 14,861 | $141.7 萬 | 0.03% | +955+6.9% | 加碼 |
| Harbour Investment Management LLC | 14,611 | $139.4 萬 | 0.73% | −275−1.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,474 | $138.1 萬 | 0.04% | −174−1.2% | 減碼 |
| First Hawaiian Bank | 14,391 | $137.3 萬 | 0.04% | −424−2.9% | 減碼 |
| Teamwork Financial Advisors, LLC | 14,374 | $137.1 萬 | 0.22% | +326+2.3% | 加碼 |
| Koshinski Asset Management, Inc. | 14,333 | $136.7 萬 | 0.15% | −4,729−24.8% | 減碼 |
| Inscription Capital, LLC | 14,321 | $136.6 萬 | 0.42% | +832+6.2% | 加碼 |
| Fiduciary Trust Co | 14,208 | $135.5 萬 | 0.02% | −66−0.5% | 減碼 |
| Alberta Investment Management Corp | 14,200 | $135.4 萬 | 0.01% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 14,162 | $135.1 萬 | 0.09% | −223−1.6% | 減碼 |
| IHT Wealth Management, LLC | 14,115 | $134.6 萬 | 0.07% | +6,115+76.4% | 加碼 |
| Terry L. Blaker | 14,013 | $133.7 萬 | 0.11% | +155+1.1% | 加碼 |
| Haverford Trust Co | 13,921 | $132.8 萬 | 0.01% | +1,736+14.2% | 加碼 |
| Logan Capital Management Inc | 13,839 | $132.0 萬 | 0.06% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 13,719 | $130.9 萬 | 0.14% | −29,353−68.1% | 減碼 |
| Integrated Wealth Concepts LLC | 13,502 | $128.8 萬 | 0.02% | +956+7.6% | 加碼 |
| Parallel Advisors, LLC | 13,427 | $128.1 萬 | 0.04% | +726+5.7% | 加碼 |