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 |
|---|---|---|---|---|---|
| Engrave Wealth Partners LLC | 2,760 | $33.2 萬 | 0.10% | +2,760 | 新進 |
| Harbour Investments, Inc. | 2,772 | $33.3 萬 | 0.02% | +93+3.5% | 加碼 |
| Everhart Financial Group, Inc. | 2,792 | $33.5 萬 | 0.14% | +234+9.1% | 加碼 |
| SBB Research Group LLC | 2,808 | $33.7 萬 | 0.60% | +26+0.9% | 加碼 |
| IVC Wealth Advisors LLC | 2,815 | $33.8 萬 | 0.23% | +13+0.5% | 加碼 |
| Plancorp, LLC | 2,831 | $34.0 萬 | 0.02% | +199+7.6% | 加碼 |
| Zions Bancorporation, N.A. | 2,850 | $34.2 萬 | 0.03% | +2,318+435.7% | 加碼 |
| LCNB Corp | 2,855 | $34.3 萬 | 0.15% | −348−10.9% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,880 | $34.6 萬 | 0.03% | 00.0% | 不變 |
| Graypoint LLC | 2,884 | $34.7 萬 | 0.03% | +2,884 | 新進 |
| Northcape Wealth Management, LLC | 2,886 | $34.7 萬 | 0.13% | −358−11.0% | 減碼 |
| Geller Advisors LLC | 2,902 | $34.9 萬 | 0.04% | −44−1.5% | 減碼 |
| Tiedemann Advisors, LLC | 2,904 | $34.9 萬 | 0.01% | +184+6.8% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 2,905 | $34.9 萬 | 0.04% | +583+25.1% | 加碼 |
| Wedmont Private Capital | 3,139 | $34.9 萬 | 0.04% | +270+9.4% | 加碼 |
| Steel Peak Wealth Management LLC | 2,909 | $34.9 萬 | 0.02% | +792+37.4% | 加碼 |
| Bank Ozk | 2,912 | $35.0 萬 | 0.19% | −3,168−52.1% | 減碼 |
| Penserra Capital Management LLC | 2,925 | $35.0 萬 | 0.01% | −52−1.7% | 減碼 |
| Sofos Investments, Inc. | 4,371 | $35.3 萬 | 0.01% | +4,276+4,501.1% | 加碼 |
| Empyrean Capital Partners, LP | 2,940 | $35.3 萬 | 0.02% | +2,940 | 新進 |
| Financial Partners Group, LLC | 2,941 | $35.3 萬 | 0.17% | +24+0.8% | 加碼 |
| Successful Portfolios LLC | 2,950 | $35.4 萬 | 0.31% | −111−3.6% | 減碼 |
| Foundations Investment Advisors, LLC | 2,969 | $35.7 萬 | 0.01% | +174+6.2% | 加碼 |
| Essex Financial Services, Inc. | 2,975 | $35.7 萬 | 0.04% | +183+6.6% | 加碼 |
| MSH Capital Advisors LLC | 2,979 | $35.8 萬 | 0.14% | −127−4.1% | 減碼 |
| Stokes Family Office, LLC | 2,988 | $35.9 萬 | 0.04% | +85+2.9% | 加碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $35.9 萬 | 0.30% | 00.0% | 不變 |
| BancorpSouth Bank | 2,993 | $36.0 萬 | 0.03% | +213+7.7% | 加碼 |
| Cito Capital Group, LLC | 3,000 | $36.0 萬 | 0.17% | 00.0% | 不變 |
| WBH Advisory Inc | 3,001 | $36.1 萬 | 0.04% | +10.0% | 加碼 |
| Callan Capital, LLC | 3,015 | $36.2 萬 | 0.04% | +262+9.5% | 加碼 |
| RMB Capital Management, LLC | 3,020 | $36.3 萬 | 0.01% | +157+5.5% | 加碼 |
| GHP Investment Advisors, Inc. | 3,282 | $36.3 萬 | 0.02% | −49−1.5% | 減碼 |
| Empower Advisory Group, LLC | 3,026 | $36.4 萬 | 0.00% | +72+2.4% | 加碼 |
| Magnus Financial Group LLC | 3,028 | $36.4 萬 | 0.05% | −58−1.9% | 減碼 |
| PDS Planning, Inc | 3,029 | $36.4 萬 | 0.05% | +47+1.6% | 加碼 |
| Groesbeck Investment Management Corp | 3,047 | $36.6 萬 | 0.55% | −655−17.7% | 減碼 |
| Proequities, Inc. | 3,047 | $36.6 萬 | 0.03% | +65+2.2% | 加碼 |
| American National Bank | 3,050 | $36.6 萬 | 0.06% | +2,338+328.4% | 加碼 |
| Chilton Capital Management LLC | 3,051 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 3,066 | $36.8 萬 | 0.13% | 00.0% | 不變 |
| Apriem Advisors | 3,067 | $36.9 萬 | 0.05% | 00.0% | 不變 |
| Advisor OS, LLC | 3,078 | $37.0 萬 | 0.06% | −6,089−66.4% | 減碼 |
| Kanawha Capital Management LLC | 3,085 | $37.1 萬 | 0.04% | −57−1.8% | 減碼 |
| Brighton Jones LLC | 3,107 | $37.3 萬 | 0.02% | +120+4.0% | 加碼 |
| Adviser Investments LLC | 3,107 | $37.3 萬 | 0.01% | +122+4.1% | 加碼 |
| First Interstate Bank | 3,107 | $37.3 萬 | 0.03% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 3,110 | $37.4 萬 | 0.05% | +3+0.1% | 加碼 |
| Affinity Investment Advisors, LLC | 3,114 | $37.4 萬 | 0.24% | −896−22.3% | 減碼 |
| Townsend Asset Management Corp | 3,117 | $37.4 萬 | 0.19% | +10+0.3% | 加碼 |
| Laidlaw Wealth Management LLC | 3,122 | $37.5 萬 | 0.12% | −331−9.6% | 減碼 |
| Capital Investment Advisors, LLC | 3,126 | $37.6 萬 | 0.01% | +19+0.6% | 加碼 |
| Insigneo Advisory Services, LLC | 3,146 | $37.8 萬 | 0.08% | −1,523−32.6% | 減碼 |
| Ronald Blue Trust, Inc. | 3,967 | $37.8 萬 | 0.01% | +665+20.1% | 加碼 |
| DRW Securities, LLC | 3,142 | $37.8 萬 | 0.03% | −114−3.5% | 減碼 |
| Beaton Management Co. Inc. | 3,145 | $37.8 萬 | 0.25% | +14+0.4% | 加碼 |
| Syon Capital LLC | 3,153 | $37.9 萬 | 0.05% | +3,153 | 新進 |
| Lindbrook Capital, LLC | 3,159 | $38.0 萬 | 0.04% | +435+16.0% | 加碼 |
| Whalerock Point Partners, LLC | 3,171 | $38.1 萬 | 0.13% | 00.0% | 不變 |
| Good Life Advisors, LLC | 3,173 | $38.1 萬 | 0.04% | −21−0.7% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,001 | $38.2 萬 | 0.09% | −285−6.6% | 減碼 |
| Roman Butler Fullerton & Co | 3,452 | $38.2 萬 | 0.18% | −282−7.6% | 減碼 |
| First National Bank Sioux Falls | 3,184 | $38.3 萬 | 0.23% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,186 | $38.3 萬 | 0.04% | +14+0.4% | 加碼 |
| Weik Capital Management | 3,190 | $38.3 萬 | 0.19% | −1,030−24.4% | 減碼 |
| Trust Co of Oklahoma | 3,190 | $38.3 萬 | 0.15% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 3,197 | $38.4 萬 | 0.10% | +3,197 | 新進 |
| Rossmore Private Capital | 3,204 | $38.5 萬 | 0.06% | 00.0% | 不變 |
| M&R Capital Management Inc | 3,238 | $38.9 萬 | 0.11% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 3,242 | $39.0 萬 | 0.05% | +10+0.3% | 加碼 |
| Ambassador Advisors, LLC | 3,414 | $39.0 萬 | 0.09% | −797−18.9% | 減碼 |
| Uncommon Cents Investing LLC | 3,252 | $39.1 萬 | 0.14% | +725+28.7% | 加碼 |
| Westwood Holdings Group Inc. | 3,251 | $39.1 萬 | 0.00% | +65+2.0% | 加碼 |
| Two Sigma Securities, LLC | 3,262 | $39.2 萬 | 0.02% | −7,538−69.8% | 減碼 |
| Blue Edge Capital, LLC | 3,270 | $39.3 萬 | 0.08% | +4+0.1% | 加碼 |
| Tanager Wealth Management LLP | 3,280 | $39.4 萬 | 0.08% | +3+0.1% | 加碼 |
| Van Strum & Towne Inc. | 3,281 | $39.4 萬 | 0.17% | +3,281 | 新進 |
| Brown Brothers Harriman & Co | 3,287 | $39.5 萬 | 0.00% | +1,210+58.3% | 加碼 |
| Capital Analysts, LLC | 3,285 | $39.5 萬 | 0.02% | −7−0.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,294 | $39.6 萬 | 0.00% | −32,046−90.7% | 減碼 |
| Tennessee Valley Asset Management Partners | 3,299 | $39.6 萬 | 0.13% | +25+0.8% | 加碼 |
| Callahan Advisors, LLC | 3,300 | $39.6 萬 | 0.05% | −500−13.2% | 減碼 |
| West Paces Advisors Inc. | 3,300 | $39.6 萬 | 0.12% | +251+8.2% | 加碼 |
| Paragon Capital Management Ltd | 3,310 | $39.8 萬 | 0.09% | −110−3.2% | 減碼 |
| Headlands Technologies LLC | 3,312 | $39.8 萬 | 0.20% | +1,408+73.9% | 加碼 |
| Allen Investment Management LLC | 3,318 | $39.9 萬 | 0.01% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 3,332 | $40.0 萬 | 0.06% | −76−2.2% | 減碼 |
| Intrinsic Value Partners, LLC | 3,334 | $40.1 萬 | 0.51% | 00.0% | 不變 |
| Excalibur Management Corp | 3,337 | $40.1 萬 | 0.21% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 3,343 | $40.2 萬 | 0.27% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 3,347 | $40.2 萬 | 0.12% | −1,527−31.3% | 減碼 |
| Cadinha & Co LLC | 3,370 | $40.5 萬 | 0.09% | +20+0.6% | 加碼 |
| Abacus Planning Group, Inc. | 3,372 | $40.5 萬 | 0.10% | −60−1.7% | 減碼 |
| Wedgewood Investors Inc | 3,400 | $40.9 萬 | 0.55% | −200−5.6% | 減碼 |
| UniSuper Management Pty Ltd | 3,400 | $40.9 萬 | 0.01% | 00.0% | 不變 |
| Merrion Investment Management Co, LLC | 3,400 | $40.9 萬 | 0.35% | +400+13.3% | 加碼 |
| CX Institutional | 3,406 | $40.9 萬 | 0.02% | −30,676−90.0% | 減碼 |
| KLR Investment Advisors, LLC | 4,048 | $41.0 萬 | 0.37% | −393−8.8% | 減碼 |
| Drive Wealth Management, LLC | 3,416 | $41.0 萬 | 0.15% | +161+4.9% | 加碼 |
| Chicago Trust Co NA | 3,423 | $41.1 萬 | 0.10% | +10+0.3% | 加碼 |