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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 7,272 | $69.4 萬 | 0.01% | 00.0% | 不變 |
| Doheny Asset Management | 5,789 | $69.6 萬 | 0.67% | −1,550−21.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,793 | $69.6 萬 | 0.02% | 00.0% | 不變 |
| Stegent Equity Advisors, Inc. | 5,795 | $69.6 萬 | 0.88% | 00.0% | 不變 |
| Retirement Group, LLC | 5,809 | $69.8 萬 | 0.29% | +10.0% | 加碼 |
| Atlas Capital Advisors LLC | 5,821 | $69.9 萬 | 0.12% | +46+0.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,843 | $70.2 萬 | 0.12% | +20.0% | 加碼 |
| Checchi Capital Advisers, LLC | 5,918 | $71.1 萬 | 0.07% | +86+1.5% | 加碼 |
| Allen Capital Group, LLC | 5,980 | $71.2 萬 | 0.13% | +10.0% | 加碼 |
| Ameritas Advisory Services, LLC | 6,067 | $71.2 萬 | 0.04% | +2,378+64.5% | 加碼 |
| Integrated Advisors Network LLC | 5,930 | $71.2 萬 | 0.04% | −35−0.6% | 減碼 |
| Mystic Asset Management, Inc. | 5,934 | $71.3 萬 | 0.40% | −35−0.6% | 減碼 |
| Harbor Investment Advisory, LLC | 5,934 | $71.3 萬 | 0.09% | −4,699−44.2% | 減碼 |
| Trust Co of Toledo NA | 5,940 | $71.4 萬 | 0.14% | −640−9.7% | 減碼 |
| CAPROCK Group, Inc. | 5,988 | $72.0 萬 | 0.05% | −749−11.1% | 減碼 |
| Park Circle Co | 6,000 | $72.1 萬 | 0.68% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 6,002 | $72.1 萬 | 0.05% | +33+0.6% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,004 | $72.1 萬 | 0.04% | +3,004+100.1% | 加碼 |
| Westbourne Investment Advisors, Inc. | 6,016 | $72.3 萬 | 0.33% | −150−2.4% | 減碼 |
| Heck Capital Advisors, LLC | 6,021 | $72.3 萬 | 0.13% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 6,060 | $72.8 萬 | 0.34% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 6,070 | $72.9 萬 | 0.24% | +158+2.7% | 加碼 |
| Caldwell Trust Co | 6,070 | $72.9 萬 | 0.10% | +50+0.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,103 | $73.3 萬 | 0.15% | +322+5.6% | 加碼 |
| Wealth Advisory Solutions, LLC | 6,105 | $73.4 萬 | 0.14% | +6,105 | 新進 |
| Key Bridge Compliance, LLC | 6,105 | $73.4 萬 | 0.23% | +6,105 | 新進 |
| Institutional & Family Asset Management, LLC | 6,113 | $73.4 萬 | 0.12% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 6,136 | $73.7 萬 | 0.09% | −17−0.3% | 減碼 |
| Full Sail Capital, LLC | 6,141 | $73.8 萬 | 0.06% | −1,439−19.0% | 減碼 |
| Valmark Advisers, Inc. | 6,141 | $73.8 萬 | 0.02% | +59+1.0% | 加碼 |
| Lakeview Capital Partners, LLC | 6,142 | $73.8 萬 | 0.14% | +3,241+111.7% | 加碼 |
| C2C Wealth Management, LLC | 6,267 | $74.3 萬 | 0.11% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 6,209 | $74.6 萬 | 0.00% | −13−0.2% | 減碼 |
| Sandy Spring Bank | 6,210 | $74.6 萬 | 0.04% | −408−6.2% | 減碼 |
| American Financial Group Inc | 6,250 | $75.1 萬 | 0.26% | 00.0% | 不變 |
| First Dallas Securities Inc. | 6,267 | $75.3 萬 | 0.17% | +6,267 | 新進 |
| Mach-1 Financial Group, Inc. | 6,276 | $75.4 萬 | 0.32% | +6,276 | 新進 |
| Birmingham Capital Management Co Inc | 6,355 | $76.4 萬 | 0.32% | +25+0.4% | 加碼 |
| Fund Management at Engine No. 1 LLC | 6,368 | $76.5 萬 | 0.12% | +392+6.6% | 加碼 |
| Meeder Advisory Services, Inc. | 6,368 | $76.5 萬 | 0.10% | −800−11.2% | 減碼 |
| Confluence Wealth Services, Inc. | 6,405 | $77.0 萬 | 0.15% | −115−1.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,409 | $77.0 萬 | 0.07% | −34−0.5% | 減碼 |
| Horizon Investments, LLC | 6,412 | $77.0 萬 | 0.02% | +227+3.7% | 加碼 |
| South Street Advisors LLC | 6,420 | $77.1 萬 | 0.16% | 00.0% | 不變 |
| Valley Brook Capital Group | 6,427 | $77.2 萬 | 0.76% | +176+2.8% | 加碼 |
| Roof Eidam & Maycock | 6,428 | $77.2 萬 | 0.25% | +518+8.8% | 加碼 |
| Clearstead Advisors, LLC | 6,465 | $77.7 萬 | 0.05% | −7−0.1% | 減碼 |
| Miller Investment Management, LP | 6,500 | $78.1 萬 | 0.12% | 00.0% | 不變 |
| IFP Advisors, Inc | 6,533 | $78.5 萬 | 0.04% | −605−8.5% | 減碼 |
| Symmetry Partners, LLC | 6,565 | $78.9 萬 | 0.04% | +391+6.3% | 加碼 |
| Hudson Valley Investment Advisors Inc | 6,568 | $78.9 萬 | 0.11% | −300−4.4% | 減碼 |
| Western Financial Corp | 6,584 | $79.1 萬 | 0.58% | +6,584 | 新進 |
| Gradient Investments LLC | 6,597 | $79.3 萬 | 0.02% | −1,747−20.9% | 減碼 |
| USA Financial Portformulas Corp | 6,598 | $79.3 萬 | 1.18% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 6,608 | $79.4 萬 | 0.04% | −303−4.4% | 減碼 |
| MCF Advisors LLC | 6,627 | $79.6 萬 | 0.07% | +29+0.4% | 加碼 |
| Westhampton Capital, LLC | 6,683 | $80.3 萬 | 0.52% | 00.0% | 不變 |
| Balentine LLC | 6,690 | $80.4 萬 | 0.03% | −240−3.5% | 減碼 |
| Vise Technologies, Inc. | 6,724 | $80.8 萬 | 0.20% | +801+13.5% | 加碼 |
| Aptus Capital Advisors, LLC | 6,743 | $81.0 萬 | 0.02% | +2,296+51.6% | 加碼 |
| Strategic Financial Services, Inc, | 6,760 | $81.2 萬 | 0.06% | −22−0.3% | 減碼 |
| Navalign, LLC | 6,814 | $81.9 萬 | 0.31% | −197−2.8% | 減碼 |
| Aull & Monroe Investment Management Corp | 6,827 | $82.0 萬 | 0.43% | 00.0% | 不變 |
| Spreng Capital Management, Inc. | 6,865 | $82.5 萬 | 0.61% | −33−0.5% | 減碼 |
| Old National Bancorp | 6,867 | $82.5 萬 | 0.02% | −1,328−16.2% | 減碼 |
| Hodges Capital Management Inc. | 6,873 | $82.6 萬 | 0.10% | −10,732−61.0% | 減碼 |
| ISAM Funds (UK) Ltd | 6,876 | $82.6 萬 | 0.52% | +6,876 | 新進 |
| First National Bank & Trust Co of Newtown | 6,886 | $82.7 萬 | 0.19% | −1,640−19.2% | 減碼 |
| David Loasby | 7,514 | $83.0 萬 | 0.09% | +415+5.8% | 加碼 |
| Alpha DNA Investment Management LLC | 6,923 | $83.2 萬 | 0.53% | +6,923 | 新進 |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $83.2 萬 | 0.63% | 00.0% | 不變 |
| 1st Source Bank | 6,926 | $83.2 萬 | 0.06% | −23−0.3% | 減碼 |
| Cladis Investment Advisory, LLC | 6,971 | $83.8 萬 | 0.73% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 7,064 | $84.9 萬 | 0.52% | −577−7.6% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $85.1 萬 | 0.24% | 00.0% | 不變 |
| Chelsea Counsel Co | 7,090 | $85.2 萬 | 0.44% | 00.0% | 不變 |
| Agf Management Ltd | 7,191 | $86.4 萬 | 0.01% | +7,191 | 新進 |
| Dearborn Partners LLC | 7,241 | $87.0 萬 | 0.03% | +1,055+17.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 7,255 | $87.2 萬 | 0.12% | +7,255 | 新進 |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,276 | $87.4 萬 | 0.57% | −41−0.6% | 減碼 |
| Hunter Associates Investment Management LLC | 7,312 | $87.7 萬 | 0.18% | +52+0.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 7,310 | $87.8 萬 | 0.07% | −239−3.2% | 減碼 |
| Institute for Wealth Management, LLC. | 7,321 | $88.0 萬 | 0.16% | −37−0.5% | 減碼 |
| Glenview Trust Co | 7,344 | $88.2 萬 | 0.02% | +200+2.8% | 加碼 |
| Wahed Invest LLC | 7,345 | $88.3 萬 | 0.29% | +730+11.0% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,359 | $88.4 萬 | 0.26% | +23+0.3% | 加碼 |
| Ramirez Asset Management, Inc. | 7,374 | $88.6 萬 | 0.19% | +7,374 | 新進 |
| AMG National Trust Bank | 7,433 | $89.3 萬 | 0.03% | +322+4.5% | 加碼 |
| Edge Capital Group, LLC | 7,438 | $89.4 萬 | 0.06% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 7,451 | $89.5 萬 | 0.01% | −42,786−85.2% | 減碼 |
| Wolverine Trading, LLC | 7,455 | $89.6 萬 | 0.01% | −23,636−76.0% | 減碼 |
| FineMark National Bank & Trust | 7,457 | $89.6 萬 | 0.04% | −117−1.5% | 減碼 |
| Gateway Investment Advisers LLC | 7,468 | $89.7 萬 | 0.01% | −36,790−83.1% | 減碼 |
| Trustmark National Bank Trust Department | 7,536 | $90.5 萬 | 0.09% | −920−10.9% | 減碼 |
| Park Place Capital Corp | 7,572 | $91.0 萬 | 0.27% | +659+9.5% | 加碼 |
| We Are One Seven, LLC | 7,587 | $91.2 萬 | 0.07% | +298+4.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,634 | $91.7 萬 | 0.12% | +364+5.0% | 加碼 |
| WealthTrust Axiom LLC | 7,640 | $91.8 萬 | 0.33% | +4+0.1% | 加碼 |
| Mairs & Power Inc | 7,679 | $92.3 萬 | 0.01% | −310−3.9% | 減碼 |
| Bridge Creek Capital Management LLC | 7,691 | $92.4 萬 | 0.35% | −60−0.8% | 減碼 |