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 |
|---|---|---|---|---|---|
| MAI Capital Management | 20,503 | $246.3 萬 | 0.04% | −1,210−5.6% | 減碼 |
| Empirical Finance, LLC | 20,471 | $246.0 萬 | 0.18% | +1,628+8.6% | 加碼 |
| Somerset Trust Co | 20,422 | $245.4 萬 | 1.12% | +337+1.7% | 加碼 |
| QRG Capital Management, Inc. | 20,420 | $245.3 萬 | 0.04% | +20,420 | 新進 |
| Icon Wealth Partners, LLC | 20,360 | $244.6 萬 | 0.28% | +7,075+53.3% | 加碼 |
| Advisor Partners II, LLC | 20,331 | $244.3 萬 | 0.10% | +956+4.9% | 加碼 |
| Financial Counselors Inc | 20,314 | $244.1 萬 | 0.05% | +3,214+18.8% | 加碼 |
| Patten & Patten Inc | 20,142 | $242.0 萬 | 0.21% | −740−3.5% | 減碼 |
| Financial Engines Advisors L.L.C. | 19,983 | $240.1 萬 | 0.01% | +19,983 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 19,917 | $239.3 萬 | 0.09% | −1,556−7.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 19,911 | $239.2 萬 | 0.15% | +283+1.4% | 加碼 |
| FDx Advisors, Inc. | 19,779 | $237.6 萬 | 0.20% | +1,815+10.1% | 加碼 |
| Argonautica Private Wealth Management, Inc | 19,770 | $237.5 萬 | 1.07% | +190+1.0% | 加碼 |
| Cunning Capital Partners, LP | 19,750 | $237.3 萬 | 1.56% | +19,750 | 加碼 |
| Sonora Investment Management Group, LLC | 19,279 | $231.6 萬 | 0.20% | +791+4.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 19,233 | $231.1 萬 | 0.15% | +200+1.1% | 加碼 |
| Aquatic Capital Management LLC | 19,200 | $230.7 萬 | 0.10% | +11,700+156.0% | 加碼 |
| Shelton Capital Management | 19,075 | $229.2 萬 | 0.08% | −1,597−7.7% | 減碼 |
| Norinchukin Bank, The | 18,845 | $226.4 萬 | 0.05% | −31,602−62.6% | 減碼 |
| Intrust Bank NA | 18,813 | $226.0 萬 | 0.29% | +375+2.0% | 加碼 |
| Bartlett & Co. LLC | 18,708 | $224.9 萬 | 0.04% | −34−0.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 18,708 | $224.8 萬 | 0.04% | −34−0.2% | 減碼 |
| Vontobel Holding Ltd. | 18,692 | $224.6 萬 | 0.02% | +662+3.7% | 加碼 |
| HBK Sorce Advisory LLC | 18,692 | $224.6 萬 | 0.10% | −1,681−8.3% | 減碼 |
| CIBC World Markets Inc. | 18,636 | $223.9 萬 | 0.01% | −252−1.3% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 18,580 | $223.2 萬 | 1.33% | +814+4.6% | 加碼 |
| Keystone Wealth Services, LLC | 18,539 | $222.7 萬 | 0.85% | −304−1.6% | 減碼 |
| Cercano Management LLC | 18,500 | $222.3 萬 | 0.08% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 18,423 | $221.4 萬 | 0.11% | −1,573−7.9% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $219.9 萬 | 0.33% | 00.0% | 不變 |
| Duality Advisers, LP | 17,980 | $216.0 萬 | 0.26% | +17,980 | 新進 |
| VisionPoint Advisory Group, LLC | 17,938 | $215.5 萬 | 0.92% | +349+2.0% | 加碼 |
| Auxier Asset Management | 17,787 | $213.7 萬 | 0.36% | −25−0.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 17,750 | $213.3 萬 | 0.14% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 17,748 | $213.2 萬 | 0.09% | 00.0% | 不變 |
| Azzad Asset Management Inc | 17,746 | $213.2 萬 | 0.30% | +406+2.3% | 加碼 |
| Horizon Investment Services, LLC | 17,721 | $212.9 萬 | 1.28% | +1,547+9.6% | 加碼 |
| Mather Group, LLC. | 17,690 | $212.5 萬 | 0.04% | −1,209−6.4% | 減碼 |
| Carret Asset Management, LLC | 17,688 | $212.5 萬 | 0.30% | −20−0.1% | 減碼 |
| HB Wealth Management, LLC | 17,683 | $212.5 萬 | 0.03% | +490+2.8% | 加碼 |
| Equitable Trust Co | 17,612 | $211.6 萬 | 0.17% | +1,998+12.8% | 加碼 |
| Fernwood Investment Management, LLC | 17,580 | $211.2 萬 | 0.76% | +100+0.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 17,566 | $211.1 萬 | 0.16% | +12+0.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 17,438 | $209.5 萬 | 0.04% | −661−3.7% | 減碼 |
| Community Bank, N.A. | 17,437 | $209.5 萬 | 0.29% | −124−0.7% | 減碼 |
| Americana Partners, LLC | 17,475 | $208.5 萬 | 0.23% | +1,226+7.5% | 加碼 |
| Cornercap Investment Counsel Inc | 17,239 | $207.1 萬 | 0.38% | −1,607−8.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 16,970 | $203.9 萬 | 0.24% | +16,970 | 新進 |
| Snowden Capital Advisors LLC | 16,743 | $201.2 萬 | 0.09% | −530−3.1% | 減碼 |
| Crescent Sterling, Ltd. | 16,734 | $201.1 萬 | 2.13% | −586−3.4% | 減碼 |
| Northside Capital Management, LLC | 16,725 | $201.0 萬 | 0.46% | 00.0% | 不變 |
| Moser Wealth Advisors, LLC | 16,615 | $199.6 萬 | 1.40% | +9+0.1% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 16,601 | $199.5 萬 | 0.59% | −1,631−8.9% | 減碼 |
| Independent Financial Group, LLC | 16,574 | $199.1 萬 | 0.13% | +4,640+38.9% | 加碼 |
| apricus wealth, LLC | 17,865 | $197.6 萬 | 1.73% | −150−0.8% | 減碼 |
| Telemus Capital, LLC | 16,423 | $197.3 萬 | 0.18% | −1,475−8.2% | 減碼 |
| Curbstone Financial Management Corp | 16,322 | $196.1 萬 | 0.49% | −300−1.8% | 減碼 |
| TBH Global Asset Management, LLC | 16,315 | $196.0 萬 | 0.38% | −257−1.6% | 減碼 |
| Pinnacle Wealth Management, LLC | 15,992 | $192.1 萬 | 2.33% | −456−2.8% | 減碼 |
| Ingalls & Snyder LLC | 15,970 | $191.9 萬 | 0.09% | −382−2.3% | 減碼 |
| Sowell Financial Services LLC | 15,969 | $191.9 萬 | 0.12% | +4,694+41.6% | 加碼 |
| Brinker Capital Investments, LLC | 15,914 | $191.2 萬 | 0.02% | −6,986−30.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 15,914 | $191.2 萬 | 0.02% | −6,986−30.5% | 減碼 |
| Western Wealth Management, LLC | 15,695 | $188.6 萬 | 0.16% | +326+2.1% | 加碼 |
| IHT Wealth Management, LLC | 15,554 | $186.9 萬 | 0.09% | +1,439+10.2% | 加碼 |
| Arvest Trust Co N A | 15,413 | $185.2 萬 | 0.12% | +1,195+8.4% | 加碼 |
| Summit Financial, LLC | 15,400 | $185.0 萬 | 0.14% | −165−1.1% | 減碼 |
| Hendley & Co Inc | 15,395 | $185.0 萬 | 0.75% | −35−0.2% | 減碼 |
| Shell Asset Management Co | 15,295 | $183.8 萬 | 0.08% | −1,238−7.5% | 減碼 |
| First Manhattan Co | 15,259 | $183.3 萬 | 0.01% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 15,248 | $183.2 萬 | 0.14% | −1,224−7.4% | 減碼 |
| NewEdge Wealth, LLC | 15,206 | $182.7 萬 | 0.06% | +1,785+13.3% | 加碼 |
| Harvest Portfolios Group Inc. | 15,204 | $182.7 萬 | 0.09% | −1,710−10.1% | 減碼 |
| Cavalier Investments, LLC | 15,105 | $181.5 萬 | 0.71% | +15,105 | 新進 |
| Marathon Capital Management | 15,054 | $180.9 萬 | 0.46% | −21,326−58.6% | 減碼 |
| Capital Advisors Inc | 14,946 | $179.6 萬 | 0.05% | −244−1.6% | 減碼 |
| Banque Cantonale Vaudoise | 14,846 | $178.3 萬 | 0.09% | +1,644+12.5% | 加碼 |
| Teamwork Financial Advisors, LLC | 14,667 | $176.2 萬 | 0.29% | +293+2.0% | 加碼 |
| Harbour Investment Management LLC | 14,611 | $175.6 萬 | 1.00% | 00.0% | 不變 |
| Everett Harris & Co | 14,595 | $175.4 萬 | 0.03% | −376−2.5% | 減碼 |
| Stephens Inc | 14,521 | $174.5 萬 | 0.03% | −340−2.3% | 減碼 |
| Two Sigma Investments, LP | 14,500 | $174.2 萬 | 0.00% | −91,669−86.3% | 減碼 |
| Koshinski Asset Management, Inc. | 14,461 | $173.7 萬 | 0.20% | +128+0.9% | 加碼 |
| Fiduciary Trust Co | 14,413 | $173.2 萬 | 0.03% | +205+1.4% | 加碼 |
| First Hawaiian Bank | 14,391 | $172.9 萬 | 0.06% | 00.0% | 不變 |
| Retireful, LLC | 14,297 | $171.8 萬 | 0.82% | +14,297 | 新進 |
| Alberta Investment Management Corp | 14,200 | $170.6 萬 | 0.02% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 14,084 | $169.2 萬 | 0.08% | +1,460+11.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 14,068 | $169.1 萬 | 0.07% | +739+5.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,056 | $168.9 萬 | 0.05% | −418−2.9% | 減碼 |
| X-Square Capital, LLC | 19,556 | $168.4 萬 | 1.13% | 00.0% | 不變 |
| Terry L. Blaker | 13,977 | $167.9 萬 | 0.15% | −36−0.3% | 減碼 |
| Valeo Financial Advisors, LLC | 13,970 | $167.8 萬 | 0.08% | +1,097+8.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 13,955 | $167.7 萬 | 0.22% | −1,266−8.3% | 減碼 |
| Sigma Planning Corp | 13,891 | $166.9 萬 | 0.06% | +535+4.0% | 加碼 |
| AlphaStar Capital Management, LLC | 13,880 | $166.8 萬 | 0.21% | −2,410−14.8% | 減碼 |
| Logan Capital Management Inc | 13,839 | $166.3 萬 | 0.08% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 13,408 | $165.4 萬 | 0.12% | +13,408 | 新進 |
| Haverford Trust Co | 13,747 | $165.2 萬 | 0.02% | −174−1.2% | 減碼 |
| Vinva Investment Management Ltd | 13,188 | $162.7 萬 | 0.15% | +5,281+66.8% | 加碼 |