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
- 1,663
- 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 564 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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 38,605 | $463.9 萬 | 0.31% | −3,795−9.0% | 減碼 |
| Shorepoint Capital Partners LLC | 38,802 | $466.2 萬 | 1.37% | −171−0.4% | 減碼 |
| Mackenzie Financial Corp | 40,454 | $467.8 萬 | 0.01% | +810+2.0% | 加碼 |
| Gotham Asset Management, LLC | 39,518 | $474.8 萬 | 0.10% | −1,177−2.9% | 減碼 |
| Beacon Financial Group | 42,165 | $481.4 萬 | 0.68% | −1,912−4.3% | 減碼 |
| Huntington National Bank | 40,077 | $481.5 萬 | 0.05% | −775−1.9% | 減碼 |
| Coldstream Capital Management Inc | 40,163 | $482.6 萬 | 0.16% | +388+1.0% | 加碼 |
| HM Payson & Co | 40,295 | $484.1 萬 | 0.11% | +205+0.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,401 | $485.4 萬 | 0.08% | +127+0.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 40,516 | $486.8 萬 | 0.91% | −985−2.4% | 減碼 |
| Meyer Handelman Co | 40,772 | $489.9 萬 | 0.20% | 00.0% | 不變 |
| Nations Financial Group Inc, | 41,017 | $492.8 萬 | 0.50% | +5,897+16.8% | 加碼 |
| Cresset Asset Management, LLC | 41,370 | $497.1 萬 | 0.03% | −9,277−18.3% | 減碼 |
| Texas Yale Capital Corp. | 41,613 | $500.0 萬 | 0.23% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 41,708 | $501.1 萬 | 0.05% | +139+0.3% | 加碼 |
| Private Advisor Group, LLC | 42,013 | $504.8 萬 | 0.05% | +614+1.5% | 加碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $506.2 萬 | 1.98% | 00.0% | 不變 |
| Genus Capital Management Inc. | 42,300 | $508.2 萬 | 0.80% | +8,300+24.4% | 加碼 |
| Canal Insurance CO | 42,500 | $510.6 萬 | 1.47% | 00.0% | 不變 |
| Ancora Advisors, LLC | 42,501 | $510.7 萬 | 0.14% | −656−1.5% | 減碼 |
| Umb Bank N A | 42,750 | $513.6 萬 | 0.08% | +278+0.7% | 加碼 |
| First National Bank of Omaha | 43,230 | $519.4 萬 | 0.34% | −5,755−11.7% | 減碼 |
| King Luther Capital Management Corp | 43,429 | $521.8 萬 | 0.03% | −842−1.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 43,465 | $522.2 萬 | 0.15% | −5,358−11.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 44,352 | $532.9 萬 | 0.08% | −2,663−5.7% | 減碼 |
| Colonial Trust Advisors | 44,658 | $536.6 萬 | 0.61% | +633+1.4% | 加碼 |
| Mirador Capital Partners LP | 44,697 | $537.0 萬 | 1.22% | +563+1.3% | 加碼 |
| Stolper Co | 44,816 | $538.5 萬 | 2.33% | +151+0.3% | 加碼 |
| Arkadios Wealth Advisors | 44,889 | $539.3 萬 | 0.51% | +10,266+29.7% | 加碼 |
| Telos Capital Management, Inc. | 44,915 | $539.7 萬 | 0.75% | +267+0.6% | 加碼 |
| Tocqueville Asset Management L.P. | 45,994 | $552.6 萬 | 0.10% | −5,515−10.7% | 減碼 |
| Avantax Advisory Services, Inc. | 46,040 | $553.2 萬 | 0.06% | −1,367−2.9% | 減碼 |
| Country Club Bank | 44,923 | $554.3 萬 | 0.45% | −1,316−2.8% | 減碼 |
| Opus Investment Management Inc | 46,200 | $555.1 萬 | 3.42% | −23,889−34.1% | 減碼 |
| Berger Financial Group, Inc | 46,432 | $557.9 萬 | 0.64% | −114−0.2% | 減碼 |
| Rothschild Investment Corp | 47,038 | $565.2 萬 | 0.48% | +62+0.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 47,273 | $568.0 萬 | 0.07% | +23,824+101.6% | 加碼 |
| Bridgeway Capital Management, LLC | 47,293 | $568.2 萬 | 0.14% | −1,100−2.3% | 減碼 |
| NewSquare Capital LLC | 48,113 | $570.2 萬 | 0.60% | +519+1.1% | 加碼 |
| Wealthfront Advisers LLC | 47,771 | $574.0 萬 | 0.02% | +155+0.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 47,872 | $575.2 萬 | 0.09% | +4,065+9.3% | 加碼 |
| Atria Investments LLC | 48,358 | $580.6 萬 | 0.10% | −2,742−5.4% | 減碼 |
| Rodgers Brothers Inc. | 48,738 | $585.6 萬 | 1.00% | +1,820+3.9% | 加碼 |
| South Dakota Investment Council | 48,761 | $585.9 萬 | 0.13% | −52,308−51.8% | 減碼 |
| Level Four Advisory Services, LLC | 48,825 | $586.6 萬 | 0.38% | +5,074+11.6% | 加碼 |
| RBF Capital, LLC | 50,000 | $600.8 萬 | 0.40% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 50,234 | $603.6 萬 | 0.62% | −3,031−5.7% | 減碼 |
| Salem Investment Counselors Inc | 50,573 | $607.6 萬 | 0.23% | +675+1.4% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 51,342 | $616.9 萬 | 1.45% | −638−1.2% | 減碼 |
| Disciplined Investments, LLC | 51,878 | $623.3 萬 | 3.79% | +6,003+13.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 52,008 | $624.9 萬 | 0.34% | +39,504+315.9% | 加碼 |
| Wintrust Investments LLC | 52,153 | $626.6 萬 | 0.66% | −5,007−8.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 52,178 | $626.9 萬 | 0.04% | −400−0.8% | 減碼 |
| Leavell Investment Management, Inc. | 52,184 | $627.0 萬 | 0.44% | +3,925+8.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 52,596 | $631.9 萬 | 1.59% | +1,399+2.7% | 加碼 |
| Kornitzer Capital Management Inc | 52,838 | $634.8 萬 | 0.13% | −328−0.6% | 減碼 |
| Nissay Asset Management Corp | 53,158 | $638.7 萬 | 0.06% | +1,582+3.1% | 加碼 |
| Park Avenue Securities LLC | 53,543 | $643.3 萬 | 0.10% | +172+0.3% | 加碼 |
| Advisors Capital Management, LLC | 53,539 | $643.3 萬 | 0.16% | +3,309+6.6% | 加碼 |
| Brick & Kyle, Associates | 53,574 | $643.7 萬 | 3.42% | −79−0.1% | 減碼 |
| Wesbanco Bank Inc | 53,638 | $644.5 萬 | 0.28% | −1,705−3.1% | 減碼 |
| Commerce Bank | 53,666 | $644.8 萬 | 0.05% | −1,316−2.4% | 減碼 |
| Buckingham Capital Management, Inc. | 53,938 | $648.1 萬 | 0.99% | −605−1.1% | 減碼 |
| Nkcfo LLC | 54,500 | $654.8 萬 | 3.63% | 00.0% | 不變 |
| USS Investment Management Ltd | 55,100 | $662.1 萬 | 0.07% | 00.0% | 不變 |
| Royal Fund Management, LLC | 55,167 | $662.8 萬 | 0.95% | −10,344−15.8% | 減碼 |
| Dakota Wealth Management | 55,735 | $669.7 萬 | 0.30% | +9,348+20.2% | 加碼 |
| PGGM Investments | 55,769 | $670.1 萬 | 0.12% | −2,477−4.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 55,931 | $672.0 萬 | 0.02% | −6,350−10.2% | 減碼 |
| Brown Advisory Inc | 56,217 | $675.5 萬 | 0.01% | +2,939+5.5% | 加碼 |
| Meeder Asset Management Inc | 56,968 | $684.5 萬 | 0.54% | +22,184+63.8% | 加碼 |
| Oppenheimer & Co Inc | 56,985 | $684.7 萬 | 0.14% | −4,044−6.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 56,986 | $684.7 萬 | 0.02% | −1,441−2.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 57,334 | $688.9 萬 | 0.72% | +3,189+5.9% | 加碼 |
| First American Trust, FSB | 58,129 | $698.4 萬 | 0.99% | −3,639−5.9% | 減碼 |
| Geneos Wealth Management Inc. | 58,832 | $706.9 萬 | 0.36% | +835+1.4% | 加碼 |
| Verity & Verity, LLC | 59,208 | $711.4 萬 | 0.89% | +59,208 | 新進 |
| Montgomery Investment Management Inc | 60,692 | $729.2 萬 | 2.51% | −350−0.6% | 減碼 |
| Engineers Gate Manager LP | 61,024 | $733.2 萬 | 0.27% | +4,365+7.7% | 加碼 |
| Congress Wealth Management LLC | 61,729 | $741.7 萬 | 0.15% | +225+0.4% | 加碼 |
| Mutual of America Capital Management LLC | 62,356 | $749.2 萬 | 0.09% | −3,676−5.6% | 減碼 |
| Alley Investment Management Company, LLC | 63,012 | $757.1 萬 | 1.28% | +721+1.2% | 加碼 |
| Venture Visionary Partners LLC | 64,427 | $774.1 萬 | 0.47% | −9,731−13.1% | 減碼 |
| Kestra Advisory Services, LLC | 64,788 | $778.4 萬 | 0.08% | −15,509−19.3% | 減碼 |
| Cypress Capital Group | 65,053 | $781.6 萬 | 1.13% | +730+1.1% | 加碼 |
| Advisory Services Network, LLC | 65,528 | $787.3 萬 | 0.21% | +7,181+12.3% | 加碼 |
| New York Life Investment Management LLC | 65,986 | $792.8 萬 | 0.09% | −861−1.3% | 減碼 |
| AE Wealth Management LLC | 66,037 | $793.4 萬 | 0.05% | +9,115+16.0% | 加碼 |
| Bryn Mawr Trust Co | 66,140 | $794.7 萬 | 0.35% | −3,262−4.7% | 減碼 |
| Foundation Resource Management Inc | 66,680 | $801.2 萬 | 1.33% | −1,325−1.9% | 減碼 |
| D.A. Davidson & Co. | 66,959 | $804.5 萬 | 0.09% | −2,505−3.6% | 減碼 |
| Cetera Advisor Networks LLC | 67,295 | $808.5 萬 | 0.05% | +6,607+10.9% | 加碼 |
| Janus Henderson Group PLC | 67,768 | $814.3 萬 | 0.01% | +664+1.0% | 加碼 |
| Simmons Bank | 67,830 | $815.0 萬 | 0.72% | +3,162+4.9% | 加碼 |
| AXA S.A. | 68,110 | $818.3 萬 | 0.03% | −3,088−4.3% | 減碼 |
| Osborne Partners Capital Management, LLC | 69,125 | $830.5 萬 | 0.61% | −192−0.3% | 減碼 |
| Daymark Wealth Partners, LLC | 69,500 | $835.0 萬 | 0.58% | +6,512+10.3% | 加碼 |
| Visionary Wealth Advisors | 69,984 | $840.9 萬 | 0.68% | −3,176−4.3% | 減碼 |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $856.5 萬 | 0.13% | −4,344−5.7% | 減碼 |
| Fort Point Capital Partners LLC | 71,614 | $860.4 萬 | 1.40% | +50.0% | 加碼 |