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 |
|---|---|---|---|---|---|
| Weaver Consulting Group | 5,072 | $60.9 萬 | 0.28% | −25−0.5% | 減碼 |
| Schnieders Capital Management LLC | 5,058 | $60.8 萬 | 0.14% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 5,057 | $60.8 萬 | 0.43% | +19+0.4% | 加碼 |
| Childress Capital Advisors, LLC | 5,040 | $60.6 萬 | 0.20% | +1,040+26.0% | 加碼 |
| Whitener Capital Management, Inc. | 4,999 | $60.1 萬 | 0.24% | +20.0% | 加碼 |
| North Star Investment Management Corp. | 4,994 | $60.0 萬 | 0.05% | −245−4.7% | 減碼 |
| Garrison Point Advisors, LLC | 4,960 | $59.6 萬 | 0.46% | −15−0.3% | 減碼 |
| Cigna Investments Inc | 4,934 | $59.3 萬 | 0.14% | −703−12.5% | 減碼 |
| Probity Advisors, Inc. | 4,924 | $59.2 萬 | 0.14% | −8−0.2% | 減碼 |
| V Wealth Advisors LLC | 4,905 | $58.9 萬 | 0.48% | −5,360−52.2% | 減碼 |
| Jennison Associates LLC | 4,883 | $58.7 萬 | 0.00% | +2,165+79.7% | 加碼 |
| Schear Investment Advisers, LLC | 4,872 | $58.5 萬 | 0.63% | −253−4.9% | 減碼 |
| Lincoln Capital LLC | 4,867 | $58.5 萬 | 0.15% | +200+4.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,859 | $58.4 萬 | 0.08% | +92+1.9% | 加碼 |
| Jump Financial, LLC | 4,846 | $58.2 萬 | 0.02% | +811+20.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 4,825 | $58.0 萬 | 0.02% | +4,825 | 新進 |
| Tradewinds, LLC. | 4,816 | $57.9 萬 | 0.34% | −75−1.5% | 減碼 |
| BluePath Capital Management, LLC | 4,810 | $57.8 萬 | 0.53% | +4,810 | 新進 |
| Flputnam Investment Management Co | 4,802 | $57.7 萬 | 0.02% | +235+5.1% | 加碼 |
| Waldron Private Wealth LLC | 4,788 | $57.5 萬 | 0.03% | +94+2.0% | 加碼 |
| Comerica Securities,inc. | 4,768 | $57.3 萬 | 0.05% | −169−3.4% | 減碼 |
| Patron Partners Advisors, LLC | 4,763 | $57.2 萬 | 0.42% | −187−3.8% | 減碼 |
| Vaughan David Investments LLC | 4,756 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 4,725 | $56.8 萬 | 0.06% | +278+6.3% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 4,700 | $56.5 萬 | 1.47% | 00.0% | 不變 |
| S.A. Mason LLC | 4,679 | $56.2 萬 | 0.41% | +35+0.8% | 加碼 |
| Vanguard Capital Wealth Advisors | 4,673 | $56.1 萬 | 0.52% | −917−16.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,650 | $55.9 萬 | 0.06% | −183−3.8% | 減碼 |
| Petrus Trust Company, LTA | 4,637 | $55.7 萬 | 0.06% | −3,821−45.2% | 減碼 |
| Pinnacle Financial Partners Inc | 4,620 | $55.5 萬 | 0.01% | +71+1.6% | 加碼 |
| Principal Street Partners, LLC | 4,608 | $55.4 萬 | 0.11% | +2,304+100.0% | 加碼 |
| Verity Asset Management, Inc. | 4,592 | $55.2 萬 | 0.41% | +162+3.7% | 加碼 |
| V-Square Quantitative Management LLC | 4,571 | $54.9 萬 | 0.24% | +1,776+63.5% | 加碼 |
| NBC Securities, Inc. | 4,567 | $54.8 萬 | 0.06% | +4,567 | 新進 |
| Autumn Glory Partners, LLC | 4,541 | $54.6 萬 | 0.33% | −500−9.9% | 減碼 |
| Modera Wealth Management, LLC | 4,535 | $54.5 萬 | 0.01% | −1,024−18.4% | 減碼 |
| Relative Value Partners Group, LLC | 4,527 | $54.4 萬 | 0.04% | +780+20.8% | 加碼 |
| Segment Wealth Management, LLC | 4,513 | $54.2 萬 | 0.06% | +645+16.7% | 加碼 |
| TrinityPoint Wealth, LLC | 4,498 | $54.0 萬 | 0.11% | −293−6.1% | 減碼 |
| NEOS Investment Management LLC | 4,490 | $53.9 萬 | 0.07% | +4,490 | 新進 |
| Pitcairn Co | 4,488 | $53.9 萬 | 0.05% | −34−0.8% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,786 | $53.8 萬 | 0.39% | −53−1.1% | 減碼 |
| Farther Finance Advisors, LLC | 4,472 | $53.7 萬 | 0.08% | +90+2.1% | 加碼 |
| Cutler Group LP | 4,472 | $53.7 萬 | 0.09% | +3,415+323.1% | 加碼 |
| Clifford Group, LLC | 4,458 | $53.6 萬 | 0.58% | −715−13.8% | 減碼 |
| Citizens Financial Group Inc | 4,448 | $53.4 萬 | 0.02% | −353−7.4% | 減碼 |
| Avidian Wealth Solutions, LLC | 4,439 | $53.3 萬 | 0.04% | −2,637−37.3% | 減碼 |
| Symmetry Investments LP | 4,437 | $53.3 萬 | 0.15% | +4,437 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 4,435 | $53.3 萬 | 0.05% | −265−5.6% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,430 | $53.2 萬 | 0.28% | +4,430 | 新進 |
| Means Investment Co., Inc. | 4,414 | $53.0 萬 | 0.09% | −12−0.3% | 減碼 |
| Richwood Investment Advisors, LLC | 4,410 | $53.0 萬 | 0.54% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 4,410 | $53.0 萬 | 0.46% | +142+3.3% | 加碼 |
| Tributary Capital Management, LLC | 4,400 | $52.9 萬 | 0.05% | 00.0% | 不變 |
| Trust Co | 4,400 | $52.9 萬 | 0.09% | +11+0.3% | 加碼 |
| Waddell & Associates, LLC | 4,393 | $52.8 萬 | 0.08% | +13+0.3% | 加碼 |
| Strait & Sound Wealth Management LLC | 4,370 | $52.5 萬 | 0.45% | +4,370 | 新進 |
| Austin Private Wealth, LLC | 4,366 | $52.5 萬 | 0.08% | −41−0.9% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,357 | $52.4 萬 | 0.47% | +4,357 | 新進 |
| WP Advisors, LLC | 4,352 | $52.3 萬 | 0.22% | +39+0.9% | 加碼 |
| Fulcrum Equity Management | 4,339 | $52.1 萬 | 0.61% | +269+6.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 4,339 | $52.1 萬 | 0.03% | +4,339 | 新進 |
| Evergreen Capital Management LLC | 4,319 | $51.9 萬 | 0.02% | −180−4.0% | 減碼 |
| Estabrook Capital Management | 4,304 | $51.7 萬 | 0.09% | −100−2.3% | 減碼 |
| Naviter Wealth, LLC | 4,301 | $51.7 萬 | 0.12% | +5+0.1% | 加碼 |
| Riverwater Partners LLC | 4,299 | $51.7 萬 | 0.47% | −67−1.5% | 減碼 |
| Your Advocates Ltd., LLP | 4,299 | $51.6 萬 | 0.31% | +38+0.9% | 加碼 |
| LVM Capital Management Ltd | 4,295 | $51.6 萬 | 0.07% | −500−10.4% | 減碼 |
| Dividend Assets Capital, LLC | 4,290 | $51.5 萬 | 0.11% | +255+6.3% | 加碼 |
| Clarius Group, LLC | 4,273 | $51.3 萬 | 0.05% | −1,847−30.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,269 | $50.8 萬 | 0.12% | −74−1.7% | 減碼 |
| SignalPoint Asset Management, LLC | 4,228 | $50.8 萬 | 0.16% | +130+3.2% | 加碼 |
| Sendero Wealth Management, LLC | 4,200 | $50.5 萬 | 0.11% | −526−11.1% | 減碼 |
| Roberts Glore & Co Inc | 4,182 | $50.2 萬 | 0.17% | −270−6.1% | 減碼 |
| Wilkins Investment Counsel Inc | 4,178 | $50.2 萬 | 0.14% | +189+4.7% | 加碼 |
| Perpetual Ltd | 4,177 | $50.2 萬 | 0.01% | +4,177 | 新進 |
| Avantax Planning Partners, Inc. | 4,172 | $50.1 萬 | 0.02% | +1,261+43.3% | 加碼 |
| Foster & Motley Inc | 4,116 | $49.5 萬 | 0.04% | −1,617−28.2% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 4,115 | $49.4 萬 | 0.02% | +22+0.5% | 加碼 |
| OneAscent Wealth Management LLC | 4,114 | $49.4 萬 | 0.22% | +4,114 | 新進 |
| Transcend Wealth Collective, LLC | 4,103 | $49.3 萬 | 0.05% | −1,454−26.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,097 | $49.2 萬 | 0.06% | +197+5.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 4,075 | $49.0 萬 | 0.49% | +43+1.1% | 加碼 |
| Field & Main Bank | 4,063 | $48.8 萬 | 0.23% | +84+2.1% | 加碼 |
| Woodmont Investment Counsel LLC | 4,062 | $48.8 萬 | 0.05% | −350−7.9% | 減碼 |
| Conning Inc. | 4,058 | $48.8 萬 | 0.02% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 4,057 | $48.7 萬 | 0.06% | −2,751−40.4% | 減碼 |
| Capula Management Ltd | 4,040 | $48.5 萬 | 0.03% | +4,040 | 新進 |
| 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 |
| Princeton Global Asset Management LLC | 4,032 | $48.4 萬 | 0.14% | −247−5.8% | 減碼 |
| First Western Trust Bank | 4,028 | $48.4 萬 | 0.03% | +3+0.1% | 加碼 |
| Straight Path Wealth Management | 4,004 | $48.1 萬 | 0.33% | 00.0% | 不變 |
| Hennessy Advisors Inc | 4,000 | $48.1 萬 | 0.03% | 00.0% | 不變 |
| Kapitalo Investimentos Ltda | 3,988 | $47.9 萬 | 0.07% | −1,105−21.7% | 減碼 |
| Ci Investments Inc. | 3,989 | $47.9 萬 | 0.00% | −872−17.9% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 3,974 | $47.7 萬 | 0.10% | +10.0% | 加碼 |
| Hanson & Doremus Investment Management | 3,973 | $47.7 萬 | 0.10% | +289+7.8% | 加碼 |
| Roundview Capital LLC | 3,968 | $47.7 萬 | 0.05% | −10−0.3% | 減碼 |
| Angeles Investment Advisors, LLC | 3,968 | $47.7 萬 | 0.04% | +3,968 | 新進 |