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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 3,425 | $41.2 萬 | 0.10% | −345−9.2% | 減碼 |
| Davidson Trust Co | 3,426 | $41.2 萬 | 0.31% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,428 | $41.2 萬 | 0.02% | +426+14.2% | 加碼 |
| CoreFirst Bank & Trust | 3,443 | $41.4 萬 | 0.29% | +44+1.3% | 加碼 |
| Ruggaard & Associates LLC | 3,447 | $41.4 萬 | 0.25% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 3,475 | $41.8 萬 | 0.05% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 3,475 | $41.8 萬 | 0.03% | +17+0.5% | 加碼 |
| Crescent Grove Advisors, LLC | 3,476 | $41.8 萬 | 0.05% | +22+0.6% | 加碼 |
| Empire Financial Management Company, LLC | 3,476 | $41.8 萬 | 0.18% | 00.0% | 不變 |
| Athena Investment Management | 3,477 | $41.8 萬 | 0.30% | 00.0% | 不變 |
| Ballew Advisors, Inc | 3,790 | $41.9 萬 | 0.34% | +10.0% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,549 | $41.9 萬 | 0.00% | −847−19.3% | 減碼 |
| PFG Investments, LLC | 3,497 | $42.0 萬 | 0.08% | −232−6.2% | 減碼 |
| CSS LLC | 3,500 | $42.1 萬 | 0.04% | +1,000+40.0% | 加碼 |
| Corbyn Investment Management Inc | 3,516 | $42.2 萬 | 0.22% | 00.0% | 不變 |
| Insight Folios Inc | 3,517 | $42.3 萬 | 0.21% | −524−13.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 3,552 | $42.3 萬 | 0.23% | 00.0% | 不變 |
| Courier Capital LLC | 3,528 | $42.4 萬 | 0.04% | −100−2.8% | 減碼 |
| MTM Investment Management, LLC | 3,530 | $42.4 萬 | 0.21% | +100+2.9% | 加碼 |
| Joel Isaacson & Co., LLC | 3,535 | $42.5 萬 | 0.03% | +12+0.3% | 加碼 |
| Vectors Research Management, LLC | 3,531 | $42.5 萬 | 0.14% | −97−2.7% | 減碼 |
| Prairie Sky Financial Group LLC | 3,540 | $42.5 萬 | 0.30% | +10.0% | 加碼 |
| Harbor Advisors LLC | 3,541 | $42.5 萬 | 0.09% | 00.0% | 不變 |
| Diametric Capital, LP | 3,544 | $42.6 萬 | 0.18% | +3,544 | 新進 |
| Keebeck Alpha, LP | 3,552 | $42.7 萬 | 0.42% | +3,552 | 新進 |
| AdvisorShares Investments LLC | 3,559 | $42.8 萬 | 0.11% | +3,559 | 新進 |
| Private Portfolio Partners LLC | 3,573 | $42.9 萬 | 0.11% | −1,012−22.1% | 減碼 |
| Stockman Wealth Management, Inc. | 3,580 | $43.0 萬 | 0.09% | +14+0.4% | 加碼 |
| Whittier Trust Co | 3,600 | $43.3 萬 | 0.01% | +73+2.1% | 加碼 |
| Freestone Capital Holdings, LLC | 3,602 | $43.3 萬 | 0.02% | −28−0.8% | 減碼 |
| BKD Wealth Advisors, LLC | 3,606 | $43.3 萬 | 0.01% | −306−7.8% | 減碼 |
| SYSTM Wealth Solutions LLC | 3,611 | $43.4 萬 | 0.07% | −254−6.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,624 | $43.5 萬 | 0.03% | −142−3.8% | 減碼 |
| Keating Investment Counselors Inc | 3,630 | $43.6 萬 | 0.15% | +250+7.4% | 加碼 |
| Spinnaker Investment Group, LLC | 3,636 | $43.7 萬 | 0.15% | 00.0% | 不變 |
| Putnam Investments LLC | 3,637 | $43.7 萬 | 0.00% | −147,359−97.6% | 減碼 |
| Beaird Harris Wealth Management, LLC | 3,658 | $44.0 萬 | 0.05% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 3,664 | $44.0 萬 | 0.43% | +1,867+103.9% | 加碼 |
| Old Point Trust & Financial Services N A | 3,703 | $44.5 萬 | 0.20% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 3,725 | $44.8 萬 | 0.10% | −18,395−83.2% | 減碼 |
| Gryphon Financial Partners LLC | 3,740 | $44.9 萬 | 0.11% | +3+0.1% | 加碼 |
| Brandywine Oak Private Wealth LLC | 3,747 | $45.0 萬 | 0.05% | −168−4.3% | 減碼 |
| Lazard Asset Management LLC | 3,774 | $45.2 萬 | 0.00% | +3,547+1,562.6% | 加碼 |
| Welch Group, LLC | 3,770 | $45.3 萬 | 0.03% | +14+0.4% | 加碼 |
| IFG Advisory, LLC | 3,787 | $45.5 萬 | 0.04% | +3,787 | 新進 |
| Energy Income Partners, LLC | 3,791 | $45.5 萬 | 0.01% | +391+11.5% | 加碼 |
| Strategy Asset Managers LLC | 3,799 | $45.6 萬 | 0.12% | −113−2.9% | 減碼 |
| Bayesian Capital Management, LP | 3,800 | $45.7 萬 | 0.05% | +169+4.7% | 加碼 |
| Spinnaker Trust | 3,808 | $45.8 萬 | 0.03% | 00.0% | 不變 |
| Orleans Capital Management Corp | 3,810 | $45.8 萬 | 0.34% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 3,811 | $45.8 萬 | 0.02% | −2,238−37.0% | 減碼 |
| Portside Wealth Group, LLC | 3,818 | $45.8 萬 | 0.09% | −154−3.9% | 減碼 |
| SCP Investment, LP | 3,812 | $45.8 萬 | 0.35% | +3,812 | 新進 |
| Goodman Financial Corp | 3,813 | $45.8 萬 | 0.13% | 00.0% | 不變 |
| Blackston Financial Advisory Group, LLC | 3,888 | $46.7 萬 | 0.33% | −242−5.9% | 減碼 |
| KCM Investment Advisors LLC | 3,892 | $46.8 萬 | 0.02% | +50+1.3% | 加碼 |
| PFG Advisors | 3,893 | $46.8 萬 | 0.04% | −888−18.6% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,928 | $47.2 萬 | 0.07% | −82−2.0% | 減碼 |
| Focus Financial Network, Inc. | 3,942 | $47.4 萬 | 0.03% | +1,040+35.8% | 加碼 |
| JT Stratford LLC | 3,949 | $47.4 萬 | 0.12% | −86−2.1% | 減碼 |
| John G Ullman & Associates Inc | 3,950 | $47.5 萬 | 0.08% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 3,954 | $47.5 萬 | 0.01% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 3,960 | $47.6 萬 | 0.05% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 3,968 | $47.7 萬 | 0.04% | +3,968 | 新進 |
| Roundview Capital LLC | 3,968 | $47.7 萬 | 0.05% | −10−0.3% | 減碼 |
| Hanson & Doremus Investment Management | 3,973 | $47.7 萬 | 0.10% | +289+7.8% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,974 | $47.7 萬 | 0.10% | +10.0% | 加碼 |
| Ci Investments Inc. | 3,989 | $47.9 萬 | 0.00% | −872−17.9% | 減碼 |
| Kapitalo Investimentos Ltda | 3,988 | $47.9 萬 | 0.07% | −1,105−21.7% | 減碼 |
| Hennessy Advisors Inc | 4,000 | $48.1 萬 | 0.03% | 00.0% | 不變 |
| Straight Path Wealth Management | 4,004 | $48.1 萬 | 0.33% | 00.0% | 不變 |
| First Western Trust Bank | 4,028 | $48.4 萬 | 0.03% | +3+0.1% | 加碼 |
| Princeton Global Asset Management LLC | 4,032 | $48.4 萬 | 0.14% | −247−5.8% | 減碼 |
| Vantage Consulting Group Inc | 4,036 | $48.5 萬 | 0.33% | −917−18.5% | 減碼 |
| Syntax Advisors, LLC | 4,036 | $48.5 萬 | 0.43% | −917−18.5% | 減碼 |
| Capula Management Ltd | 4,040 | $48.5 萬 | 0.03% | +4,040 | 新進 |
| Eqis Capital Management, Inc. | 4,057 | $48.7 萬 | 0.06% | −2,751−40.4% | 減碼 |
| Conning Inc. | 4,058 | $48.8 萬 | 0.02% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 4,062 | $48.8 萬 | 0.05% | −350−7.9% | 減碼 |
| Field & Main Bank | 4,063 | $48.8 萬 | 0.23% | +84+2.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 4,075 | $49.0 萬 | 0.49% | +43+1.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,097 | $49.2 萬 | 0.06% | +197+5.1% | 加碼 |
| Transcend Wealth Collective, LLC | 4,103 | $49.3 萬 | 0.05% | −1,454−26.2% | 減碼 |
| OneAscent Wealth Management LLC | 4,114 | $49.4 萬 | 0.22% | +4,114 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 4,115 | $49.4 萬 | 0.02% | +22+0.5% | 加碼 |
| Foster & Motley Inc | 4,116 | $49.5 萬 | 0.04% | −1,617−28.2% | 減碼 |
| Avantax Planning Partners, Inc. | 4,172 | $50.1 萬 | 0.02% | +1,261+43.3% | 加碼 |
| Perpetual Ltd | 4,177 | $50.2 萬 | 0.01% | +4,177 | 新進 |
| Wilkins Investment Counsel Inc | 4,178 | $50.2 萬 | 0.14% | +189+4.7% | 加碼 |
| Roberts Glore & Co Inc | 4,182 | $50.2 萬 | 0.17% | −270−6.1% | 減碼 |
| Sendero Wealth Management, LLC | 4,200 | $50.5 萬 | 0.11% | −526−11.1% | 減碼 |
| SignalPoint Asset Management, LLC | 4,228 | $50.8 萬 | 0.16% | +130+3.2% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,269 | $50.8 萬 | 0.12% | −74−1.7% | 減碼 |
| Clarius Group, LLC | 4,273 | $51.3 萬 | 0.05% | −1,847−30.2% | 減碼 |
| Dividend Assets Capital, LLC | 4,290 | $51.5 萬 | 0.11% | +255+6.3% | 加碼 |
| LVM Capital Management Ltd | 4,295 | $51.6 萬 | 0.07% | −500−10.4% | 減碼 |
| Your Advocates Ltd., LLP | 4,299 | $51.6 萬 | 0.31% | +38+0.9% | 加碼 |
| Riverwater Partners LLC | 4,299 | $51.7 萬 | 0.47% | −67−1.5% | 減碼 |
| Naviter Wealth, LLC | 4,301 | $51.7 萬 | 0.12% | +5+0.1% | 加碼 |
| Estabrook Capital Management | 4,304 | $51.7 萬 | 0.09% | −100−2.3% | 減碼 |