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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 13,421 | $128.0 萬 | 0.04% | +6,239+86.9% | 加碼 |
| Paradigm Asset Management Co LLC | 13,400 | $127.8 萬 | 0.34% | +5,400+67.5% | 加碼 |
| Sigma Planning Corp | 13,356 | $127.4 萬 | 0.05% | −5,347−28.6% | 減碼 |
| Exeter Financial, LLC | 12,525 | $127.2 萬 | 0.66% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 13,329 | $127.1 萬 | 0.05% | −1,843−12.1% | 減碼 |
| Fruth Investment Management | 13,295 | $126.8 萬 | 0.36% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 13,285 | $126.7 萬 | 0.13% | −2,092−13.6% | 減碼 |
| Evercore Wealth Management, LLC | 13,252 | $126.4 萬 | 0.02% | +1,478+12.6% | 加碼 |
| Banque Cantonale Vaudoise | 13,202 | $126.0 萬 | 0.06% | +4,000+43.5% | 加碼 |
| iA Global Asset Management Inc. | 13,092 | $124.9 萬 | 0.03% | +13,092 | 新進 |
| Welch & Forbes LLC | 13,049 | $124.5 萬 | 0.02% | −72−0.5% | 減碼 |
| YHB Investment Advisors, Inc. | 12,991 | $123.9 萬 | 0.12% | +265+2.1% | 加碼 |
| Aurora Investment Counsel | 12,938 | $123.4 萬 | 0.79% | −133−1.0% | 減碼 |
| Valeo Financial Advisors, LLC | 12,873 | $122.8 萬 | 0.06% | +1,813+16.4% | 加碼 |
| Centiva Capital, LP | 12,826 | $122.3 萬 | 0.06% | +12,826 | 新進 |
| Veracity Capital LLC | 12,747 | $121.6 萬 | 0.52% | −125−1.0% | 減碼 |
| Estate Counselors, LLC | 12,720 | $121.3 萬 | 0.15% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 12,715 | $121.3 萬 | 0.07% | −368−2.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 12,624 | $120.4 萬 | 0.06% | −590−4.5% | 減碼 |
| Ar Asset Management Inc | 12,600 | $120.2 萬 | 0.32% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 12,600 | $120.2 萬 | 0.05% | +5,322+73.1% | 加碼 |
| Marion Wealth Management | 12,510 | $119.3 萬 | 0.42% | +340+2.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 12,504 | $119.3 萬 | 0.08% | −648−4.9% | 減碼 |
| Adirondack Trust Co | 10,604 | $118.3 萬 | 0.55% | +114+1.1% | 加碼 |
| Allworth Financial LP | 12,261 | $116.9 萬 | 0.01% | +3,269+36.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 12,128 | $115.7 萬 | 0.02% | 00.0% | 不變 |
| Bangor Savings Bank | 12,052 | $115.0 萬 | 0.13% | +373+3.2% | 加碼 |
| Paragon Capital Management LLC | 12,033 | $114.8 萬 | 0.66% | +130+1.1% | 加碼 |
| Independent Financial Group, LLC | 11,934 | $113.8 萬 | 0.08% | −353−2.9% | 減碼 |
| Fairfield, Bush & Co. | 11,927 | $113.8 萬 | 0.31% | −148−1.2% | 減碼 |
| Smith, Moore & Co. | 11,783 | $112.4 萬 | 0.14% | +728+6.6% | 加碼 |
| Atlas Private Wealth Management | 11,756 | $112.1 萬 | 0.59% | +1,853+18.7% | 加碼 |
| International Assets Investment Management, LLC | 93,888 | $112.0 萬 | 0.15% | +45,866+95.5% | 加碼 |
| Cowa, LLC | 11,702 | $111.7 萬 | 0.73% | +3,252+38.5% | 加碼 |
| Lido Advisors, LLC | 11,697 | $111.6 萬 | 0.01% | +1,686+16.8% | 加碼 |
| Massmutual Trust Co FSB | 11,676 | $111.4 萬 | 0.04% | +104+0.9% | 加碼 |
| Bragg Financial Advisors, Inc | 11,670 | $111.3 萬 | 0.06% | −37−0.3% | 減碼 |
| Guardian Wealth Management, Inc. | 11,659 | $111.2 萬 | 1.02% | +225+2.0% | 加碼 |
| SRN Advisors, LLC | 11,651 | $111.1 萬 | 0.99% | −227−1.9% | 減碼 |
| Retirement Investment Advisors, Inc. | 11,576 | $110.4 萬 | 0.13% | +315+2.8% | 加碼 |
| Boston Trust Walden Corp | 11,576 | $110.4 萬 | 0.01% | +3,258+39.2% | 加碼 |
| TCG Advisory Services, LLC | 11,499 | $109.7 萬 | 0.19% | +562+5.1% | 加碼 |
| Cynosure Management, LLC | 11,474 | $109.4 萬 | 0.33% | +11,474 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 11,439 | $109.1 萬 | 0.02% | +8,000+232.6% | 加碼 |
| Martingale Asset Management L P | 11,412 | $108.8 萬 | 0.02% | −54−0.5% | 減碼 |
| Pathstone Family Office, LLC | 12,337 | $108.0 萬 | 0.02% | +2,598+26.7% | 加碼 |
| RFG Advisory, LLC | 11,287 | $107.7 萬 | 0.05% | −44−0.4% | 減碼 |
| Towle & Co | 11,280 | $107.6 萬 | 0.14% | +1,070+10.5% | 加碼 |
| Sowell Financial Services LLC | 11,275 | $107.5 萬 | 0.06% | +2,383+26.8% | 加碼 |
| Veriti Management LLC | 11,215 | $107.0 萬 | 0.12% | −485−4.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,185 | $106.7 萬 | 0.42% | −150−1.3% | 減碼 |
| Belpointe Asset Management LLC | 11,143 | $106.3 萬 | 0.11% | −12−0.1% | 減碼 |
| West Tower Group, LLC | 11,077 | $105.7 萬 | 0.75% | −3,923−26.2% | 減碼 |
| Tower Bridge Advisors | 11,012 | $105.0 萬 | 0.10% | −4,593−29.4% | 減碼 |
| United Services Automobile Association | 11,007 | $105.0 萬 | 0.03% | 00.0% | 不變 |
| Barry Investment Advisors, LLC | 11,006 | $105.0 萬 | 0.35% | −332−2.9% | 減碼 |
| Greylin Investment Mangement Inc | 10,952 | $104.5 萬 | 0.19% | −450−3.9% | 減碼 |
| Resources Management Corp | 10,835 | $103.3 萬 | 0.16% | +7,485+223.4% | 加碼 |
| Two Sigma Securities, LLC | 10,800 | $103.0 萬 | 0.08% | −1,868−14.7% | 減碼 |
| BBR Partners, LLC | 10,785 | $102.9 萬 | 0.11% | −17−0.2% | 減碼 |
| J. W. Coons Advisors, LLC | 10,728 | $102.3 萬 | 0.28% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 10,665 | $101.7 萬 | 0.62% | −3,102−22.5% | 減碼 |
| Strategic Advisors LLC | 10,656 | $101.6 萬 | 0.19% | −445−4.0% | 減碼 |
| Jeppson Wealth Management, LLC | 10,647 | $101.6 萬 | 0.44% | −200−1.8% | 減碼 |
| Longfellow Investment Management Co LLC | 10,644 | $101.5 萬 | 0.23% | +433+4.2% | 加碼 |
| Harbor Investment Advisory, LLC | 10,633 | $101.4 萬 | 0.14% | −165−1.5% | 減碼 |
| Lee Danner & Bass Inc | 10,616 | $101.3 萬 | 0.09% | −135−1.3% | 減碼 |
| Tiaa, FSB | 10,552 | $100.6 萬 | 0.00% | +262+2.5% | 加碼 |
| Covenant Partners, LLC | 10,531 | $100.4 萬 | 0.36% | +1,064+11.2% | 加碼 |
| Pavion Blue Capital, LLC | 10,524 | $100.4 萬 | 0.59% | −325−3.0% | 減碼 |
| Cullinan Associates Inc | 10,439 | $99.6 萬 | 0.05% | 00.0% | 不變 |
| South State Corp. | 10,349 | $98.7 萬 | 0.09% | −671−6.1% | 減碼 |
| TD Waterhouse Canada Inc. | 9,778 | $98.4 萬 | 0.01% | +324+3.4% | 加碼 |
| Financial Advocates Investment Management | 10,315 | $98.4 萬 | 0.07% | −1,154−10.1% | 減碼 |
| V Wealth Advisors LLC | 10,265 | $97.9 萬 | 0.17% | +1,152+12.6% | 加碼 |
| Buckingham Strategic Wealth, LLC | 10,265 | $97.9 萬 | 0.01% | +116+1.1% | 加碼 |
| Savant Capital, LLC | 10,154 | $96.9 萬 | 0.02% | +1,038+11.4% | 加碼 |
| Ieq Capital, LLC | 10,007 | $95.4 萬 | 0.02% | −292−2.8% | 減碼 |
| Aquila Investment Management LLC | 10,000 | $95.4 萬 | 0.78% | −1,000−9.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,989 | $95.3 萬 | 0.02% | +50+0.5% | 加碼 |
| Bleakley Financial Group, LLC | 9,965 | $95.0 萬 | 0.03% | +378+3.9% | 加碼 |
| Sawtooth Solutions, LLC | 9,962 | $95.0 萬 | 0.03% | +370+3.9% | 加碼 |
| Ostrum Asset Management | 9,786 | $93.3 萬 | 0.08% | +8+0.1% | 加碼 |
| Moody National Bank Trust Division | 9,766 | $93.1 萬 | 0.06% | +155+1.6% | 加碼 |
| Cannell Peter B & Co Inc | 9,705 | $92.6 萬 | 0.03% | 00.0% | 不變 |
| Basepoint Wealth LLC | 9,686 | $92.4 萬 | 0.76% | −89−0.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 9,581 | $91.4 萬 | 0.12% | −628−6.2% | 減碼 |
| Searle & Co. | 8,171 | $91.1 萬 | 0.28% | +12+0.1% | 加碼 |
| Capital Advisors Wealth Management, LLC | 9,544 | $91.0 萬 | 0.23% | +2,217+30.3% | 加碼 |
| Diversified Trust Co | 9,526 | $90.9 萬 | 0.03% | +114+1.2% | 加碼 |
| Independent Solutions Wealth Management, LLC | 9,486 | $90.5 萬 | 0.24% | +6,424+209.8% | 加碼 |
| First National Trust Co | 9,430 | $89.9 萬 | 0.04% | −289−3.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 9,429 | $89.9 萬 | 0.07% | 00.0% | 不變 |
| Stevens Capital Management LP | 9,384 | $89.5 萬 | 0.18% | +2,010+27.3% | 加碼 |
| Intrua Financial, LLC | 9,375 | $89.4 萬 | 0.16% | +805+9.4% | 加碼 |
| Boston Private Wealth LLC | 9,361 | $89.3 萬 | 0.02% | −967−9.4% | 減碼 |
| Jacobi Capital Management LLC | 9,348 | $89.2 萬 | 0.10% | −30.0% | 減碼 |
| Investors Research Corp | 9,342 | $89.1 萬 | 0.22% | −75−0.8% | 減碼 |
| Patten Group, Inc. | 9,332 | $89.0 萬 | 0.25% | 00.0% | 不變 |
| Neo Ivy Capital Management | 9,237 | $88.1 萬 | 0.46% | +9,237 | 新進 |