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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 6,827 | $82.0 萬 | 0.43% | 00.0% | 不變 |
| Navalign, LLC | 6,814 | $81.9 萬 | 0.31% | −197−2.8% | 減碼 |
| Strategic Financial Services, Inc, | 6,760 | $81.2 萬 | 0.06% | −22−0.3% | 減碼 |
| Aptus Capital Advisors, LLC | 6,743 | $81.0 萬 | 0.02% | +2,296+51.6% | 加碼 |
| Vise Technologies, Inc. | 6,724 | $80.8 萬 | 0.20% | +801+13.5% | 加碼 |
| Balentine LLC | 6,690 | $80.4 萬 | 0.03% | −240−3.5% | 減碼 |
| Westhampton Capital, LLC | 6,683 | $80.3 萬 | 0.52% | 00.0% | 不變 |
| MCF Advisors LLC | 6,627 | $79.6 萬 | 0.07% | +29+0.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 6,608 | $79.4 萬 | 0.04% | −303−4.4% | 減碼 |
| USA Financial Portformulas Corp | 6,598 | $79.3 萬 | 1.18% | 00.0% | 不變 |
| Gradient Investments LLC | 6,597 | $79.3 萬 | 0.02% | −1,747−20.9% | 減碼 |
| Western Financial Corp | 6,584 | $79.1 萬 | 0.58% | +6,584 | 新進 |
| Hudson Valley Investment Advisors Inc | 6,568 | $78.9 萬 | 0.11% | −300−4.4% | 減碼 |
| Symmetry Partners, LLC | 6,565 | $78.9 萬 | 0.04% | +391+6.3% | 加碼 |
| IFP Advisors, Inc | 6,533 | $78.5 萬 | 0.04% | −605−8.5% | 減碼 |
| Miller Investment Management, LP | 6,500 | $78.1 萬 | 0.12% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 6,465 | $77.7 萬 | 0.05% | −7−0.1% | 減碼 |
| Roof Eidam & Maycock | 6,428 | $77.2 萬 | 0.25% | +518+8.8% | 加碼 |
| Valley Brook Capital Group | 6,427 | $77.2 萬 | 0.76% | +176+2.8% | 加碼 |
| South Street Advisors LLC | 6,420 | $77.1 萬 | 0.16% | 00.0% | 不變 |
| Horizon Investments, LLC | 6,412 | $77.0 萬 | 0.02% | +227+3.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 6,409 | $77.0 萬 | 0.07% | −34−0.5% | 減碼 |
| Confluence Wealth Services, Inc. | 6,405 | $77.0 萬 | 0.15% | −115−1.8% | 減碼 |
| Meeder Advisory Services, Inc. | 6,368 | $76.5 萬 | 0.10% | −800−11.2% | 減碼 |
| Fund Management at Engine No. 1 LLC | 6,368 | $76.5 萬 | 0.12% | +392+6.6% | 加碼 |
| Birmingham Capital Management Co Inc | 6,355 | $76.4 萬 | 0.32% | +25+0.4% | 加碼 |
| Mach-1 Financial Group, Inc. | 6,276 | $75.4 萬 | 0.32% | +6,276 | 新進 |
| First Dallas Securities Inc. | 6,267 | $75.3 萬 | 0.17% | +6,267 | 新進 |
| American Financial Group Inc | 6,250 | $75.1 萬 | 0.26% | 00.0% | 不變 |
| Sandy Spring Bank | 6,210 | $74.6 萬 | 0.04% | −408−6.2% | 減碼 |
| Epoch Investment Partners, Inc. | 6,209 | $74.6 萬 | 0.00% | −13−0.2% | 減碼 |
| C2C Wealth Management, LLC | 6,267 | $74.3 萬 | 0.11% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 6,142 | $73.8 萬 | 0.14% | +3,241+111.7% | 加碼 |
| 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 |
| Hilltop Holdings Inc. | 6,136 | $73.7 萬 | 0.09% | −17−0.3% | 減碼 |
| Institutional & Family Asset Management, LLC | 6,113 | $73.4 萬 | 0.12% | 00.0% | 不變 |
| 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 |
| Legacy Financial Advisors, Inc. | 6,103 | $73.3 萬 | 0.15% | +322+5.6% | 加碼 |
| Caldwell Trust Co | 6,070 | $72.9 萬 | 0.10% | +50+0.8% | 加碼 |
| Rosenberg Matthew Hamilton | 6,070 | $72.9 萬 | 0.24% | +158+2.7% | 加碼 |
| Peoples Financial Services Corp. | 6,060 | $72.8 萬 | 0.34% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 6,021 | $72.3 萬 | 0.13% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 6,016 | $72.3 萬 | 0.33% | −150−2.4% | 減碼 |
| Cape Cod Five Cents Savings Bank | 6,004 | $72.1 萬 | 0.04% | +3,004+100.1% | 加碼 |
| Johnson Financial Group, Inc. | 6,002 | $72.1 萬 | 0.05% | +33+0.6% | 加碼 |
| Park Circle Co | 6,000 | $72.1 萬 | 0.68% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 5,988 | $72.0 萬 | 0.05% | −749−11.1% | 減碼 |
| Trust Co of Toledo NA | 5,940 | $71.4 萬 | 0.14% | −640−9.7% | 減碼 |
| Harbor Investment Advisory, LLC | 5,934 | $71.3 萬 | 0.09% | −4,699−44.2% | 減碼 |
| Mystic Asset Management, Inc. | 5,934 | $71.3 萬 | 0.40% | −35−0.6% | 減碼 |
| Integrated Advisors Network LLC | 5,930 | $71.2 萬 | 0.04% | −35−0.6% | 減碼 |
| Ameritas Advisory Services, LLC | 6,067 | $71.2 萬 | 0.04% | +2,378+64.5% | 加碼 |
| Allen Capital Group, LLC | 5,980 | $71.2 萬 | 0.13% | +10.0% | 加碼 |
| Checchi Capital Advisers, LLC | 5,918 | $71.1 萬 | 0.07% | +86+1.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,843 | $70.2 萬 | 0.12% | +20.0% | 加碼 |
| Atlas Capital Advisors LLC | 5,821 | $69.9 萬 | 0.12% | +46+0.8% | 加碼 |
| Retirement Group, LLC | 5,809 | $69.8 萬 | 0.29% | +10.0% | 加碼 |
| Stegent Equity Advisors, Inc. | 5,795 | $69.6 萬 | 0.88% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,793 | $69.6 萬 | 0.02% | 00.0% | 不變 |
| Doheny Asset Management | 5,789 | $69.6 萬 | 0.67% | −1,550−21.1% | 減碼 |
| Bradley Foster & Sargent Inc | 7,272 | $69.4 萬 | 0.01% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 5,769 | $69.3 萬 | 0.00% | −23,961−80.6% | 減碼 |
| Palisade Asset Management, LLC | 5,753 | $69.1 萬 | 0.08% | −64−1.1% | 減碼 |
| Private Trust Co NA | 5,750 | $69.1 萬 | 0.09% | −245−4.1% | 減碼 |
| Thrive Wealth Management, LLC | 5,722 | $68.7 萬 | 0.18% | +461+8.8% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,715 | $68.7 萬 | 0.15% | +6+0.1% | 加碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $68.5 萬 | 0.15% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,703 | $68.5 萬 | 0.03% | +51+0.9% | 加碼 |
| Busey Wealth Management | 5,691 | $68.4 萬 | 0.03% | −429−7.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 5,681 | $68.3 萬 | 0.01% | −95,402−94.4% | 減碼 |
| MONECO Advisors, LLC | 5,674 | $68.2 萬 | 0.18% | +57+1.0% | 加碼 |
| Kovack Advisors, Inc. | 5,656 | $68.0 萬 | 0.09% | +196+3.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,652 | $67.9 萬 | 0.05% | −1,394−19.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,641 | $67.8 萬 | 0.38% | −488−8.0% | 減碼 |
| J2 Capital Management Inc | 5,608 | $67.4 萬 | 0.85% | −9−0.2% | 減碼 |
| Worth Financial Advisory Group, LLC | 5,570 | $66.9 萬 | 0.60% | 00.0% | 不變 |
| Outfitter Financial LLC | 5,500 | $66.1 萬 | 0.62% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 5,494 | $66.0 萬 | 0.07% | +5,494 | 新進 |
| Gamco Investors, Inc. Et Al | 5,483 | $65.9 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 5,430 | $65.2 萬 | 0.05% | +667+14.0% | 加碼 |
| Nwam LLC | 5,395 | $64.8 萬 | 0.07% | +232+4.5% | 加碼 |
| Campion Asset Management LLC | 5,354 | $64.3 萬 | 0.59% | 00.0% | 不變 |
| First Foundation Advisors | 5,304 | $63.7 萬 | 0.03% | +571+12.1% | 加碼 |
| Kingswood Wealth Advisors, LLC | 5,237 | $62.9 萬 | 0.11% | +5,237 | 新進 |
| RSM US Wealth Management LLC | 5,188 | $62.3 萬 | 0.02% | −221−4.1% | 減碼 |
| Chicago Partners Investment Group LLC | 5,509 | $62.3 萬 | 0.03% | +19+0.3% | 加碼 |
| Cambridge Trust Co | 5,167 | $62.1 萬 | 0.03% | −141−2.7% | 減碼 |
| Prelude Capital Management, LLC | 5,163 | $62.0 萬 | 0.06% | +2,024+64.5% | 加碼 |
| Connectus Wealth, LLC | 5,150 | $61.9 萬 | 0.01% | 00.0% | 不變 |
| Mill Capital Management, LLC | 5,145 | $61.8 萬 | 0.06% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 5,129 | $61.6 萬 | 0.07% | +337+7.0% | 加碼 |
| Essex Savings Bank | 5,110 | $61.4 萬 | 0.21% | +5+0.1% | 加碼 |
| Weatherly Asset Management L. P. | 5,109 | $61.4 萬 | 0.07% | −400−7.3% | 減碼 |
| Charter Trust Co | 5,106 | $61.3 萬 | 0.05% | −445−8.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,104 | $61.3 萬 | 0.03% | +557+12.2% | 加碼 |
| Linscomb & Williams, Inc. | 5,089 | $61.1 萬 | 0.04% | −79−1.5% | 減碼 |
| Wealth Alliance | 5,080 | $61.0 萬 | 0.10% | −2,259−30.8% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 5,069 | $61.0 萬 | 0.18% | −2,376−31.9% | 減碼 |