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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 9,398 | $112.9 萬 | 0.08% | +282+3.1% | 加碼 |
| Peapack Gladstone Financial Corp | 9,283 | $111.5 萬 | 0.02% | +1,960+26.8% | 加碼 |
| Jacobi Capital Management LLC | 9,242 | $111.0 萬 | 0.13% | −106−1.1% | 減碼 |
| Parcion Private Wealth LLC | 9,218 | $110.8 萬 | 0.11% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 9,135 | $109.8 萬 | 0.26% | 00.0% | 不變 |
| Patten Group, Inc. | 9,127 | $109.7 萬 | 0.33% | −205−2.2% | 減碼 |
| Independent Solutions Wealth Management, LLC | 9,109 | $109.5 萬 | 0.30% | −377−4.0% | 減碼 |
| Guyasuta Investment Advisors Inc | 9,096 | $109.3 萬 | 0.08% | +33+0.4% | 加碼 |
| Basepoint Wealth LLC | 9,090 | $109.2 萬 | 0.89% | −596−6.2% | 減碼 |
| Delta Financial Advisors LLC | 9,083 | $109.1 萬 | 0.49% | +20.0% | 加碼 |
| Greylin Investment Mangement Inc | 9,071 | $109.0 萬 | 0.20% | −1,881−17.2% | 減碼 |
| First National Trust Co | 9,065 | $108.9 萬 | 0.05% | −365−3.9% | 減碼 |
| Cannell Peter B & Co Inc | 9,055 | $108.8 萬 | 0.04% | −650−6.7% | 減碼 |
| Covenant Partners, LLC | 9,023 | $108.4 萬 | 0.39% | −1,508−14.3% | 減碼 |
| Boston Private Wealth LLC | 9,017 | $108.3 萬 | 0.02% | −344−3.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,958 | $107.6 萬 | 0.08% | −3,642−28.9% | 減碼 |
| Bank of Hawaii | 8,943 | $107.5 萬 | 0.06% | +440+5.2% | 加碼 |
| Imprint Wealth LLC | 8,924 | $107.2 萬 | 0.91% | +2,431+37.4% | 加碼 |
| Intrua Financial, LLC | 8,919 | $107.2 萬 | 0.19% | −456−4.9% | 減碼 |
| Karpas Strategies, LLC | 8,903 | $107.0 萬 | 0.39% | 00.0% | 不變 |
| Cornerstone Advisors, LLC | 8,900 | $106.9 萬 | 0.05% | +5,800+187.1% | 加碼 |
| Cynosure Management, LLC | 8,882 | $106.7 萬 | 0.33% | −2,592−22.6% | 減碼 |
| Pacific Global Investment Management CO | 8,859 | $106.4 萬 | 0.23% | +16+0.2% | 加碼 |
| Forum Financial Management, LP | 8,839 | $106.2 萬 | 0.02% | +1,285+17.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 8,817 | $105.9 萬 | 0.19% | +6,708+318.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 8,784 | $105.5 萬 | 0.14% | −797−8.3% | 減碼 |
| Wimmer Associates 1, LLC | 8,774 | $105.4 萬 | 0.66% | +270+3.2% | 加碼 |
| Columbia Trust Co 01012016 | 8,755 | $105.2 萬 | 0.61% | +45+0.5% | 加碼 |
| Verdence Capital Advisors LLC | 8,727 | $104.9 萬 | 0.11% | +223+2.6% | 加碼 |
| Cookson Peirce & Co Inc | 8,724 | $104.8 萬 | 0.07% | +226+2.7% | 加碼 |
| CFO4Life Group, LLC | 8,720 | $104.8 萬 | 0.24% | −104−1.2% | 減碼 |
| Rathbone Brothers plc | 8,568 | $102.9 萬 | 0.01% | +8,568 | 新進 |
| Oak Hill Wealth Advisors, LLC | 8,512 | $102.3 萬 | 0.39% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 8,472 | $101.8 萬 | 0.05% | −592−6.5% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 8,471 | $101.8 萬 | 0.30% | +200+2.4% | 加碼 |
| Mutual Advisors, LLC | 8,425 | $101.2 萬 | 0.04% | +234+2.9% | 加碼 |
| Aventail Capital Group, LP | 8,271 | $99.4 萬 | 0.07% | +8,271 | 新進 |
| Investors Research Corp | 8,240 | $99.0 萬 | 0.26% | −1,102−11.8% | 減碼 |
| Capital Advisors Wealth Management, LLC | 8,239 | $99.0 萬 | 0.26% | −1,305−13.7% | 減碼 |
| Fisher Asset Management, LLC | 8,235 | $99.0 萬 | 0.00% | +2,461+42.6% | 加碼 |
| NVWM, LLC | 8,211 | $98.7 萬 | 0.32% | +437+5.6% | 加碼 |
| Commerzbank Aktiengesellschaft | 8,197 | $98.5 萬 | 0.05% | −12,587−60.6% | 減碼 |
| Baker Ellis Asset Management LLC | 8,189 | $98.4 萬 | 0.18% | −10−0.1% | 減碼 |
| Searle & Co. | 8,171 | $98.2 萬 | 0.33% | 00.0% | 不變 |
| Jupiter Wealth Management LLC | 8,650 | $98.1 萬 | 0.64% | +1,000+13.1% | 加碼 |
| Colony Group LLC | 8,137 | $97.8 萬 | 0.01% | −282−3.3% | 減碼 |
| Argent Trust Co | 8,139 | $97.8 萬 | 0.05% | −121−1.5% | 減碼 |
| WESPAC Advisors, LLC | 8,072 | $97.0 萬 | 0.73% | +98+1.2% | 加碼 |
| True North Advisors, LLC | 8,065 | $96.9 萬 | 0.30% | +29+0.4% | 加碼 |
| Fiduciary Group LLC | 8,059 | $96.8 萬 | 0.12% | −120−1.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,053 | $96.8 萬 | 0.07% | +1,055+15.1% | 加碼 |
| Longfellow Investment Management Co LLC | 8,021 | $96.4 萬 | 0.26% | −2,623−24.6% | 減碼 |
| Westmount Partners, LLC | 8,004 | $96.2 萬 | 0.42% | +110+1.4% | 加碼 |
| Equitable Holdings, Inc. | 7,973 | $95.8 萬 | 0.01% | +1,012+14.5% | 加碼 |
| Impact Partnership Wealth, LLC | 7,946 | $95.5 萬 | 0.30% | +4,468+128.5% | 加碼 |
| Bleakley Financial Group, LLC | 7,880 | $94.7 萬 | 0.03% | −2,085−20.9% | 減碼 |
| Sawtooth Solutions, LLC | 7,880 | $94.7 萬 | 0.03% | −2,082−20.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,803 | $93.8 萬 | 0.07% | +1,086+16.2% | 加碼 |
| Peoples Bank | 7,795 | $93.7 萬 | 0.61% | −5−0.1% | 減碼 |
| Nikko Asset Management Americas, Inc. | 7,742 | $93.0 萬 | 0.01% | −466−5.7% | 減碼 |
| Cullinan Associates Inc | 7,739 | $93.0 萬 | 0.05% | −2,700−25.9% | 減碼 |
| Bull Street Advisors, LLC | 7,731 | $92.9 萬 | 0.49% | −20−0.3% | 減碼 |
| Private Capital Management, LLC | 7,703 | $92.6 萬 | 0.11% | −35−0.5% | 減碼 |
| Bridge Creek Capital Management LLC | 7,691 | $92.4 萬 | 0.35% | −60−0.8% | 減碼 |
| Mairs & Power Inc | 7,679 | $92.3 萬 | 0.01% | −310−3.9% | 減碼 |
| WealthTrust Axiom LLC | 7,640 | $91.8 萬 | 0.33% | +4+0.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,634 | $91.7 萬 | 0.12% | +364+5.0% | 加碼 |
| We Are One Seven, LLC | 7,587 | $91.2 萬 | 0.07% | +298+4.1% | 加碼 |
| Park Place Capital Corp | 7,572 | $91.0 萬 | 0.27% | +659+9.5% | 加碼 |
| Trustmark National Bank Trust Department | 7,536 | $90.5 萬 | 0.09% | −920−10.9% | 減碼 |
| Gateway Investment Advisers LLC | 7,468 | $89.7 萬 | 0.01% | −36,790−83.1% | 減碼 |
| FineMark National Bank & Trust | 7,457 | $89.6 萬 | 0.04% | −117−1.5% | 減碼 |
| Wolverine Trading, LLC | 7,455 | $89.6 萬 | 0.01% | −23,636−76.0% | 減碼 |
| EP Wealth Advisors, LLC | 7,451 | $89.5 萬 | 0.01% | −42,786−85.2% | 減碼 |
| Edge Capital Group, LLC | 7,438 | $89.4 萬 | 0.06% | 00.0% | 不變 |
| AMG National Trust Bank | 7,433 | $89.3 萬 | 0.03% | +322+4.5% | 加碼 |
| Ramirez Asset Management, Inc. | 7,374 | $88.6 萬 | 0.19% | +7,374 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 7,359 | $88.4 萬 | 0.26% | +23+0.3% | 加碼 |
| Wahed Invest LLC | 7,345 | $88.3 萬 | 0.29% | +730+11.0% | 加碼 |
| Glenview Trust Co | 7,344 | $88.2 萬 | 0.02% | +200+2.8% | 加碼 |
| Institute for Wealth Management, LLC. | 7,321 | $88.0 萬 | 0.16% | −37−0.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 7,310 | $87.8 萬 | 0.07% | −239−3.2% | 減碼 |
| Hunter Associates Investment Management LLC | 7,312 | $87.7 萬 | 0.18% | +52+0.7% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,276 | $87.4 萬 | 0.57% | −41−0.6% | 減碼 |
| Landscape Capital Management, L.L.C. | 7,255 | $87.2 萬 | 0.12% | +7,255 | 新進 |
| Dearborn Partners LLC | 7,241 | $87.0 萬 | 0.03% | +1,055+17.1% | 加碼 |
| Agf Management Ltd | 7,191 | $86.4 萬 | 0.01% | +7,191 | 新進 |
| Chelsea Counsel Co | 7,090 | $85.2 萬 | 0.44% | 00.0% | 不變 |
| America First Investment Advisors, LLC | 7,080 | $85.1 萬 | 0.24% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 7,064 | $84.9 萬 | 0.52% | −577−7.6% | 減碼 |
| Cladis Investment Advisory, LLC | 6,971 | $83.8 萬 | 0.73% | 00.0% | 不變 |
| 1st Source Bank | 6,926 | $83.2 萬 | 0.06% | −23−0.3% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 6,925 | $83.2 萬 | 0.63% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 6,923 | $83.2 萬 | 0.53% | +6,923 | 新進 |
| David Loasby | 7,514 | $83.0 萬 | 0.09% | +415+5.8% | 加碼 |
| First National Bank & Trust Co of Newtown | 6,886 | $82.7 萬 | 0.19% | −1,640−19.2% | 減碼 |
| ISAM Funds (UK) Ltd | 6,876 | $82.6 萬 | 0.52% | +6,876 | 新進 |
| Hodges Capital Management Inc. | 6,873 | $82.6 萬 | 0.10% | −10,732−61.0% | 減碼 |
| Old National Bancorp | 6,867 | $82.5 萬 | 0.02% | −1,328−16.2% | 減碼 |
| Spreng Capital Management, Inc. | 6,865 | $82.5 萬 | 0.61% | −33−0.5% | 減碼 |