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 3 季 13F 持有人
Phillips 66 在 2023/9/30 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
- 1,664
- 較 2023 年第 2 季 +142 家
- 持有股數
- 3.21 億
- 較 2023 年第 2 季 −253.0 萬 (−0.8%)
- 總市值
- $385.1 億
- 較 2023 年第 2 季 +$77.2 億 (+25.1%)
- 新進機構
- 215
- 另有 565 家加碼
- 清倉機構
- 73
- 另有 597 家減碼
另有 20 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 23,871 | $286.8 萬 | 0.14% | +1,921+8.8% | 加碼 |
| Cozad Asset Management Inc | 23,890 | $287.0 萬 | 0.37% | +23,890 | 新進 |
| Davenport & Co LLC | 24,030 | $288.7 萬 | 0.02% | −1,768−6.9% | 減碼 |
| Prudential PLC | 24,156 | $290.2 萬 | 0.03% | −16,754−41.0% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,180 | $290.5 萬 | 1.32% | −194−0.8% | 減碼 |
| CIBC World Markets Corp | 24,577 | $295.3 萬 | 0.03% | −29,205−54.3% | 減碼 |
| Ziegler Capital Management, LLC | 24,637 | $296.0 萬 | 0.12% | −6,574−21.1% | 減碼 |
| German American Bancorp, Inc. | 24,637 | $296.0 萬 | 0.43% | +430+1.8% | 加碼 |
| Prospera Financial Services Inc | 24,734 | $297.5 萬 | 0.12% | −2,869−10.4% | 減碼 |
| Hussman Strategic Advisors, Inc. | 25,200 | $302.8 萬 | 0.58% | +6,400+34.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 25,230 | $303.1 萬 | 0.58% | +14+0.1% | 加碼 |
| Garrison Asset Management, LLC | 25,438 | $305.6 萬 | 1.87% | −181−0.7% | 減碼 |
| SevenBridge Financial Group, LLC | 25,535 | $306.8 萬 | 0.79% | −36−0.1% | 減碼 |
| CFM Wealth Partners LLC | 25,562 | $307.1 萬 | 0.80% | −1,838−6.7% | 減碼 |
| River Wealth Advisors LLC | 26,105 | $313.6 萬 | 0.56% | −1,415−5.1% | 減碼 |
| Stock Yards Bank & Trust Co | 26,179 | $314.5 萬 | 0.12% | −393−1.5% | 減碼 |
| Principle Wealth Partners LLC | 26,240 | $315.3 萬 | 0.32% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 26,276 | $315.7 萬 | 0.08% | −649−2.4% | 減碼 |
| Ontario Teachers Pension Plan Board | 26,293 | $315.9 萬 | 0.03% | +2,771+11.8% | 加碼 |
| Herold Advisors, Inc. | 26,397 | $317.2 萬 | 0.96% | +2,468+10.3% | 加碼 |
| LexAurum Advisors, LLC | 26,685 | $320.6 萬 | 0.94% | +375+1.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 26,793 | $321.9 萬 | 0.12% | +3,561+15.3% | 加碼 |
| Profund Advisors LLC | 26,979 | $324.2 萬 | 0.18% | −2,054−7.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 27,135 | $326.0 萬 | 0.10% | +21,355+369.5% | 加碼 |
| Wisconsin Capital Management LLC | 27,295 | $327.9 萬 | 2.17% | +875+3.3% | 加碼 |
| Vestcor Inc | 27,517 | $330.6 萬 | 0.12% | −3,580−11.5% | 減碼 |
| Louisiana State Employees Retirement System | 27,600 | $331.6 萬 | 0.08% | −800−2.8% | 減碼 |
| Mount Lucas Management LP | 27,629 | $332.0 萬 | 1.26% | −1,342−4.6% | 減碼 |
| Fundamentun, LLC | 27,641 | $332.1 萬 | 0.50% | +933+3.5% | 加碼 |
| Parsons Capital Management Inc | 27,852 | $334.6 萬 | 0.26% | −505−1.8% | 減碼 |
| Van Eck Associates Corp | 27,881 | $335.0 萬 | 0.01% | −4,414−13.7% | 減碼 |
| TD Private Client Wealth LLC | 28,031 | $336.8 萬 | 0.15% | +297+1.1% | 加碼 |
| SWS Partners | 28,111 | $337.8 萬 | 1.25% | −3,052−9.8% | 減碼 |
| Baxter Bros Inc | 28,438 | $341.7 萬 | 0.52% | +253+0.9% | 加碼 |
| Central Trust Co | 28,570 | $343.3 萬 | 0.10% | −176−0.6% | 減碼 |
| Riverview Capital Advisers, LLC | 28,936 | $347.7 萬 | 1.54% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 28,942 | $347.7 萬 | 0.04% | +303+1.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 28,984 | $348.2 萬 | 0.03% | +3,343+13.0% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 29,062 | $349.2 萬 | 0.76% | −577−1.9% | 減碼 |
| BNC Wealth Management, LLC | 29,137 | $350.1 萬 | 1.88% | +136+0.5% | 加碼 |
| Ellerson Group Inc | 29,152 | $350.3 萬 | 3.26% | +197+0.7% | 加碼 |
| JustInvest LLC | 29,267 | $351.6 萬 | 0.11% | +2,175+8.0% | 加碼 |
| Resources Investment Advisors, LLC. | 29,328 | $352.4 萬 | 0.08% | +1,099+3.9% | 加碼 |
| 1832 Asset Management L.P. | 29,405 | $353.3 萬 | 0.01% | −6,653−18.5% | 減碼 |
| Cetera Advisors LLC | 29,435 | $353.7 萬 | 0.06% | +5,983+25.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 29,752 | $357.5 萬 | 0.37% | −88−0.3% | 減碼 |
| Citizens National Bank Trust Department | 29,994 | $360.4 萬 | 0.99% | −491−1.6% | 減碼 |
| Johnson Investment Counsel Inc | 30,018 | $360.7 萬 | 0.05% | +1,132+3.9% | 加碼 |
| Hartford Investment Management Co | 30,340 | $364.5 萬 | 0.15% | −1,830−5.7% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,653 | $368.3 萬 | 1.14% | −1,500−4.7% | 減碼 |
| Independent Advisor Alliance | 30,753 | $369.5 萬 | 0.17% | +12,877+72.0% | 加碼 |
| Heritage Trust Co | 30,931 | $371.6 萬 | 0.58% | −1,490−4.6% | 減碼 |
| Virginia Wealth Management Group, Inc. | 31,379 | $377.0 萬 | 2.55% | −642−2.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,367 | $377.2 萬 | 0.05% | +4,403+16.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 31,472 | $378.1 萬 | 0.28% | +5,831+22.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 31,717 | $381.1 萬 | 0.00% | −1,242−3.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 31,860 | $382.8 萬 | 0.19% | −192−0.6% | 減碼 |
| Securian Asset Management, Inc | 31,954 | $383.9 萬 | 0.11% | −5,479−14.6% | 減碼 |
| Tweedy, Browne Co LLC | 32,006 | $384.6 萬 | 0.21% | −265−0.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 32,497 | $390.4 萬 | 0.16% | −3,948−10.8% | 減碼 |
| TownSquare Capital, LLC | 32,678 | $392.6 萬 | 0.07% | +1,494+4.8% | 加碼 |
| Meitav Dash Investments Ltd | 30,908 | $392.9 萬 | 0.06% | −19,068−38.2% | 減碼 |
| Northeast Financial Consultants Inc | 33,200 | $398.9 萬 | 0.25% | 00.0% | 不變 |
| McDonald Partners LLC | 33,263 | $399.7 萬 | 1.30% | +279+0.8% | 加碼 |
| Colonial Trust Co | 33,474 | $402.2 萬 | 0.99% | +330+1.0% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33,482 | $402.3 萬 | 0.53% | +33,482 | 新進 |
| First American Bank | 33,520 | $402.7 萬 | 0.36% | −631−1.8% | 減碼 |
| Pathstone Family Office, LLC | 33,954 | $408.0 萬 | 0.03% | +21,617+175.2% | 加碼 |
| Swiss Life Asset Management Ltd | 34,080 | $409.5 萬 | 0.06% | +1,294+3.9% | 加碼 |
| Kentucky Retirement Systems | 34,152 | $410.3 萬 | 0.14% | −2,742−7.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 34,256 | $411.6 萬 | 0.10% | +17,050+99.1% | 加碼 |
| Burney Co | 34,367 | $412.9 萬 | 0.19% | +12,853+59.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 34,459 | $414.0 萬 | 0.06% | −1,259−3.5% | 減碼 |
| TD Waterhouse Canada Inc. | 34,875 | $418.1 萬 | 0.04% | +25,097+256.7% | 加碼 |
| Pinnacle Associates Ltd | 35,025 | $420.8 萬 | 0.08% | +83+0.2% | 加碼 |
| Fifth Third Bancorp | 35,050 | $421.1 萬 | 0.02% | +4,016+12.9% | 加碼 |
| Maryland State Retirement & Pension System | 35,192 | $422.8 萬 | 0.10% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 35,263 | $423.7 萬 | 1.78% | +147+0.4% | 加碼 |
| Trexquant Investment LP | 35,356 | $424.8 萬 | 0.11% | −112,994−76.2% | 減碼 |
| Mattern Wealth Management LLC | 35,374 | $425.0 萬 | 1.25% | +710+2.0% | 加碼 |
| Chatham Capital Group, Inc. | 35,600 | $427.7 萬 | 0.95% | −2,615−6.8% | 減碼 |
| Cetera Investment Advisers | 35,700 | $428.9 萬 | 0.04% | +140+0.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 35,930 | $431.7 萬 | 0.06% | +941+2.7% | 加碼 |
| Viking Fund Management LLC | 36,000 | $432.5 萬 | 0.87% | −45,000−55.6% | 減碼 |
| Invesco, LLC | 36,195 | $434.9 萬 | 2.19% | 00.0% | 不變 |
| Cerity Partners LLC | 36,313 | $436.3 萬 | 0.02% | −3,493−8.8% | 減碼 |
| Alpha Omega Wealth Management LLC | 36,521 | $438.8 萬 | 0.76% | −878−2.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 36,617 | $440.0 萬 | 0.05% | −4,784−11.6% | 減碼 |
| Pearl River Capital, LLC | 36,784 | $442.0 萬 | 0.69% | +34,180+1,312.6% | 加碼 |
| Farmers & Merchants Investments Inc | 36,832 | $442.5 萬 | 0.17% | +300+0.8% | 加碼 |
| United Capital Financial Advisers, LLC | 37,339 | $448.6 萬 | 0.03% | −5,976−13.8% | 減碼 |
| Alta Capital Management LLC | 37,633 | $452.2 萬 | 0.33% | −419−1.1% | 減碼 |
| Brady Family Wealth, LLC | 37,647 | $452.3 萬 | 1.75% | +795+2.2% | 加碼 |
| Altrius Capital Management Inc | 37,664 | $452.5 萬 | 1.34% | −258−0.7% | 減碼 |
| Intact Investment Management Inc. | 37,700 | $453.0 萬 | 0.20% | −1,800−4.6% | 減碼 |
| Kingsview Wealth Management, LLC | 37,772 | $453.8 萬 | 0.16% | +4,674+14.1% | 加碼 |
| AMJ Financial Wealth Management | 37,926 | $455.7 萬 | 2.10% | +37,926 | 新進 |
| Daiwa Securities Group Inc. | 38,065 | $457.4 萬 | 0.03% | +1,954+5.4% | 加碼 |
| National Asset Management, Inc. | 38,175 | $458.7 萬 | 0.12% | +1,552+4.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 38,490 | $462.5 萬 | 0.14% | +560+1.5% | 加碼 |