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 |
|---|---|---|---|---|---|
| Northeast Financial Consultants Inc | 33,200 | $398.9 萬 | 0.25% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 30,908 | $392.9 萬 | 0.06% | −19,068−38.2% | 減碼 |
| TownSquare Capital, LLC | 32,678 | $392.6 萬 | 0.07% | +1,494+4.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 32,497 | $390.4 萬 | 0.16% | −3,948−10.8% | 減碼 |
| Tweedy, Browne Co LLC | 32,006 | $384.6 萬 | 0.21% | −265−0.8% | 減碼 |
| Securian Asset Management, Inc | 31,954 | $383.9 萬 | 0.11% | −5,479−14.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 31,860 | $382.8 萬 | 0.19% | −192−0.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 31,717 | $381.1 萬 | 0.00% | −1,242−3.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 31,472 | $378.1 萬 | 0.28% | +5,831+22.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,367 | $377.2 萬 | 0.05% | +4,403+16.3% | 加碼 |
| Virginia Wealth Management Group, Inc. | 31,379 | $377.0 萬 | 2.55% | −642−2.0% | 減碼 |
| Heritage Trust Co | 30,931 | $371.6 萬 | 0.58% | −1,490−4.6% | 減碼 |
| Independent Advisor Alliance | 30,753 | $369.5 萬 | 0.17% | +12,877+72.0% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,653 | $368.3 萬 | 1.14% | −1,500−4.7% | 減碼 |
| Hartford Investment Management Co | 30,340 | $364.5 萬 | 0.15% | −1,830−5.7% | 減碼 |
| Johnson Investment Counsel Inc | 30,018 | $360.7 萬 | 0.05% | +1,132+3.9% | 加碼 |
| Citizens National Bank Trust Department | 29,994 | $360.4 萬 | 0.99% | −491−1.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 29,752 | $357.5 萬 | 0.37% | −88−0.3% | 減碼 |
| Cetera Advisors LLC | 29,435 | $353.7 萬 | 0.06% | +5,983+25.5% | 加碼 |
| 1832 Asset Management L.P. | 29,405 | $353.3 萬 | 0.01% | −6,653−18.5% | 減碼 |
| Resources Investment Advisors, LLC. | 29,328 | $352.4 萬 | 0.08% | +1,099+3.9% | 加碼 |
| JustInvest LLC | 29,267 | $351.6 萬 | 0.11% | +2,175+8.0% | 加碼 |
| Ellerson Group Inc | 29,152 | $350.3 萬 | 3.26% | +197+0.7% | 加碼 |
| BNC Wealth Management, LLC | 29,137 | $350.1 萬 | 1.88% | +136+0.5% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 29,062 | $349.2 萬 | 0.76% | −577−1.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 28,984 | $348.2 萬 | 0.03% | +3,343+13.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 28,942 | $347.7 萬 | 0.04% | +303+1.1% | 加碼 |
| Riverview Capital Advisers, LLC | 28,936 | $347.7 萬 | 1.54% | 00.0% | 不變 |
| Central Trust Co | 28,570 | $343.3 萬 | 0.10% | −176−0.6% | 減碼 |
| Baxter Bros Inc | 28,438 | $341.7 萬 | 0.52% | +253+0.9% | 加碼 |
| SWS Partners | 28,111 | $337.8 萬 | 1.25% | −3,052−9.8% | 減碼 |
| TD Private Client Wealth LLC | 28,031 | $336.8 萬 | 0.15% | +297+1.1% | 加碼 |
| Van Eck Associates Corp | 27,881 | $335.0 萬 | 0.01% | −4,414−13.7% | 減碼 |
| Parsons Capital Management Inc | 27,852 | $334.6 萬 | 0.26% | −505−1.8% | 減碼 |
| Fundamentun, LLC | 27,641 | $332.1 萬 | 0.50% | +933+3.5% | 加碼 |
| Mount Lucas Management LP | 27,629 | $332.0 萬 | 1.26% | −1,342−4.6% | 減碼 |
| Louisiana State Employees Retirement System | 27,600 | $331.6 萬 | 0.08% | −800−2.8% | 減碼 |
| Vestcor Inc | 27,517 | $330.6 萬 | 0.12% | −3,580−11.5% | 減碼 |
| Wisconsin Capital Management LLC | 27,295 | $327.9 萬 | 2.17% | +875+3.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 27,135 | $326.0 萬 | 0.10% | +21,355+369.5% | 加碼 |
| Profund Advisors LLC | 26,979 | $324.2 萬 | 0.18% | −2,054−7.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 26,793 | $321.9 萬 | 0.12% | +3,561+15.3% | 加碼 |
| LexAurum Advisors, LLC | 26,685 | $320.6 萬 | 0.94% | +375+1.4% | 加碼 |
| Herold Advisors, Inc. | 26,397 | $317.2 萬 | 0.96% | +2,468+10.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 26,293 | $315.9 萬 | 0.03% | +2,771+11.8% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 26,276 | $315.7 萬 | 0.08% | −649−2.4% | 減碼 |
| Principle Wealth Partners LLC | 26,240 | $315.3 萬 | 0.32% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 26,179 | $314.5 萬 | 0.12% | −393−1.5% | 減碼 |
| River Wealth Advisors LLC | 26,105 | $313.6 萬 | 0.56% | −1,415−5.1% | 減碼 |
| CFM Wealth Partners LLC | 25,562 | $307.1 萬 | 0.80% | −1,838−6.7% | 減碼 |
| SevenBridge Financial Group, LLC | 25,535 | $306.8 萬 | 0.79% | −36−0.1% | 減碼 |
| Garrison Asset Management, LLC | 25,438 | $305.6 萬 | 1.87% | −181−0.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 25,230 | $303.1 萬 | 0.58% | +14+0.1% | 加碼 |
| Hussman Strategic Advisors, Inc. | 25,200 | $302.8 萬 | 0.58% | +6,400+34.0% | 加碼 |
| Prospera Financial Services Inc | 24,734 | $297.5 萬 | 0.12% | −2,869−10.4% | 減碼 |
| German American Bancorp, Inc. | 24,637 | $296.0 萬 | 0.43% | +430+1.8% | 加碼 |
| Ziegler Capital Management, LLC | 24,637 | $296.0 萬 | 0.12% | −6,574−21.1% | 減碼 |
| CIBC World Markets Corp | 24,577 | $295.3 萬 | 0.03% | −29,205−54.3% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,180 | $290.5 萬 | 1.32% | −194−0.8% | 減碼 |
| Prudential PLC | 24,156 | $290.2 萬 | 0.03% | −16,754−41.0% | 減碼 |
| Davenport & Co LLC | 24,030 | $288.7 萬 | 0.02% | −1,768−6.9% | 減碼 |
| Cozad Asset Management Inc | 23,890 | $287.0 萬 | 0.37% | +23,890 | 新進 |
| Metis Global Partners, LLC | 23,871 | $286.8 萬 | 0.14% | +1,921+8.8% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 23,830 | $286.3 萬 | 2.44% | +3,758+18.7% | 加碼 |
| New Mexico Educational Retirement Board | 23,828 | $286.3 萬 | 0.12% | +1,200+5.3% | 加碼 |
| DCM Advisors, LLC | 23,808 | $286.1 萬 | 1.29% | −186−0.8% | 減碼 |
| Hancock Whitney Corp | 23,603 | $283.6 萬 | 0.12% | +858+3.8% | 加碼 |
| Richard Bernstein Advisors LLC | 23,474 | $282.0 萬 | 0.06% | +23,474 | 新進 |
| Cardinal Capital Management | 23,235 | $279.2 萬 | 0.57% | +544+2.4% | 加碼 |
| iA Global Asset Management Inc. | 23,108 | $277.6 萬 | 0.07% | +10,016+76.5% | 加碼 |
| Argyle Capital Management Inc. | 22,996 | $276.3 萬 | 1.01% | 00.0% | 不變 |
| Zacks Investment Management | 22,736 | $273.2 萬 | 0.04% | −609−2.6% | 減碼 |
| Strategic Wealth Partners, Ltd. | 22,696 | $272.7 萬 | 0.36% | +791+3.6% | 加碼 |
| Miracle Mile Advisors, LLC | 22,603 | $271.6 萬 | 0.08% | +300+1.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 22,124 | $265.8 萬 | 0.06% | +318+1.5% | 加碼 |
| Strategic Investment Solutions, Inc. | 23,638 | $265.4 萬 | 0.03% | +23,268+6,288.6% | 加碼 |
| Demars Financial Group, LLC | 22,059 | $265.0 萬 | 1.52% | −2,379−9.7% | 減碼 |
| Becker Capital Management Inc | 22,035 | $264.8 萬 | 0.11% | −105−0.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 21,983 | $264.1 萬 | 0.11% | −321−1.4% | 減碼 |
| Dark Forest Capital Management LP | 21,748 | $261.3 萬 | 0.22% | +14,467+198.7% | 加碼 |
| Wedbush Securities Inc | 21,736 | $261.2 萬 | 0.13% | −1,013−4.5% | 減碼 |
| Clearbridge Investments, LLC | 21,680 | $260.5 萬 | 0.00% | −3,477−13.8% | 減碼 |
| Monument Capital Management | 21,676 | $260.4 萬 | 0.87% | +21,676 | 新進 |
| Convergence Investment Partners, LLC | 21,652 | $260.2 萬 | 1.54% | +2,288+11.8% | 加碼 |
| Bessemer Group Inc | 21,621 | $259.8 萬 | 0.01% | −1,631−7.0% | 減碼 |
| CWM, LLC | 21,585 | $259.3 萬 | 0.02% | +1,657+8.3% | 加碼 |
| Brookstone Capital Management | 22,397 | $258.0 萬 | 0.06% | −2,807−11.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 21,392 | $257.0 萬 | 0.04% | −702−3.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 21,366 | $256.7 萬 | 0.02% | −971−4.3% | 減碼 |
| Neville Rodie & Shaw Inc | 21,097 | $253.5 萬 | 0.23% | −75−0.4% | 減碼 |
| Synovus Financial Corp | 21,032 | $252.8 萬 | 0.03% | −454−2.1% | 減碼 |
| XML Financial, LLC | 20,965 | $251.9 萬 | 0.30% | −355−1.7% | 減碼 |
| PFW Advisors LLC | 20,879 | $250.9 萬 | 0.89% | 00.0% | 不變 |
| First Nebraska Trust Co | 20,870 | $250.8 萬 | 0.31% | −255−1.2% | 減碼 |
| Cheviot Value Management, LLC | 20,869 | $250.7 萬 | 0.56% | −53−0.3% | 減碼 |
| Regions Financial Corp | 20,851 | $250.5 萬 | 0.02% | −1,633−7.3% | 減碼 |
| Lincoln National Corp | 20,796 | $249.9 萬 | 0.05% | +3,249+18.5% | 加碼 |
| City Holding Co | 20,636 | $247.9 萬 | 0.44% | −373−1.8% | 減碼 |
| Vident Advisory, LLC | 20,576 | $247.2 萬 | 0.08% | +20,576 | 新進 |
| Hartford Financial Management Inc. | 20,503 | $246.3 萬 | 0.63% | −90−0.4% | 減碼 |