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 4 季 13F 持有人
Phillips 66 在 2023/12/31 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
- 1,793
- 較 2023 年第 3 季 +157 家
- 持有股數
- 3.28 億
- 較 2023 年第 3 季 +869.1 萬 (+2.7%)
- 總市值
- $437.3 億
- 較 2023 年第 3 季 +$53.3 億 (+13.9%)
- 新進機構
- 259
- 另有 568 家加碼
- 清倉機構
- 102
- 另有 679 家減碼
另有 28 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 14,422 | $192.0 萬 | 0.02% | +1,880+15.0% | 加碼 |
| Two Sigma Investments, LP | 14,500 | $193.1 萬 | 0.00% | 00.0% | 不變 |
| Stephens Inc | 14,608 | $194.5 萬 | 0.03% | +87+0.6% | 加碼 |
| Harbour Investment Management LLC | 14,611 | $194.5 萬 | 1.02% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 14,614 | $194.6 萬 | 0.01% | +8,845+153.3% | 加碼 |
| Allworth Financial LP | 14,633 | $194.8 萬 | 0.01% | +2,131+17.0% | 加碼 |
| Independent Solutions Wealth Management, LLC | 14,727 | $196.1 萬 | 0.50% | +5,618+61.7% | 加碼 |
| Van Leeuwen & Company, LLC | 14,809 | $197.2 萬 | 1.15% | +12,712+606.2% | 加碼 |
| Tiaa Trust, National Association | 14,816 | $197.3 萬 | 0.01% | +3,670+32.9% | 加碼 |
| Marathon Capital Management | 14,914 | $198.6 萬 | 0.50% | −140−0.9% | 減碼 |
| Capital Advisors Inc | 14,946 | $199.0 萬 | 0.04% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 15,144 | $201.6 萬 | 0.02% | −21,473−58.6% | 減碼 |
| Pinnacle Wealth Management, LLC | 15,222 | $202.7 萬 | 2.32% | −770−4.8% | 減碼 |
| Summit Financial, LLC | 15,229 | $202.8 萬 | 0.13% | −171−1.1% | 減碼 |
| Mather Group, LLC. | 15,231 | $202.8 萬 | 0.03% | −2,459−13.9% | 減碼 |
| First Manhattan Co | 15,261 | $203.2 萬 | 0.01% | +20.0% | 加碼 |
| Hendley & Co Inc | 15,300 | $203.7 萬 | 0.79% | −95−0.6% | 減碼 |
| Western Wealth Management, LLC | 15,376 | $204.7 萬 | 0.15% | −319−2.0% | 減碼 |
| BKM Wealth Management, LLC | 15,496 | $206.3 萬 | 0.88% | +15,496 | 新進 |
| Brinker Capital Investments, LLC | 15,447 | $206.8 萬 | 0.02% | −467−2.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 15,447 | $206.8 萬 | 0.02% | −467−2.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 15,674 | $208.7 萬 | 0.15% | +426+2.8% | 加碼 |
| Tyche Wealth Partners LLC | 15,720 | $209.3 萬 | 0.50% | +15,720 | 新進 |
| Mesirow Financial Investment Management, Inc. | 15,731 | $209.4 萬 | 0.08% | +15,731 | 新進 |
| Ingalls & Snyder LLC | 15,835 | $210.8 萬 | 0.10% | −135−0.8% | 減碼 |
| Crescent Sterling, Ltd. | 16,038 | $213.5 萬 | 2.13% | −696−4.2% | 減碼 |
| Telemus Capital, LLC | 16,059 | $213.8 萬 | 0.18% | −364−2.2% | 減碼 |
| Principal Securities, Inc. | 16,095 | $214.3 萬 | 0.08% | +16,095 | 新進 |
| Norinchukin Bank, The | 16,113 | $214.5 萬 | 0.05% | −2,732−14.5% | 減碼 |
| Erste Asset Management GmbH | 16,250 | $215.9 萬 | 0.03% | +5,950+57.8% | 加碼 |
| Curbstone Financial Management Corp | 16,222 | $216.0 萬 | 0.49% | −100−0.6% | 減碼 |
| Strategic Planning Group, LLC | 16,360 | $217.8 萬 | 0.72% | +16,360 | 新進 |
| Everett Harris & Co | 16,400 | $218.3 萬 | 0.03% | +1,805+12.4% | 加碼 |
| Koshinski Asset Management, Inc. | 16,404 | $218.4 萬 | 0.33% | +1,943+13.4% | 加碼 |
| First Hawaiian Bank | 16,598 | $221.0 萬 | 0.07% | +2,207+15.3% | 加碼 |
| TBH Global Asset Management, LLC | 16,632 | $221.4 萬 | 0.45% | +317+1.9% | 加碼 |
| Moser Wealth Advisors, LLC | 16,713 | $222.5 萬 | 1.42% | +98+0.6% | 加碼 |
| Northside Capital Management, LLC | 16,725 | $222.7 萬 | 0.70% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 16,757 | $223.1 萬 | 0.08% | +14+0.1% | 加碼 |
| Sowell Financial Services LLC | 16,780 | $223.4 萬 | 0.12% | +811+5.1% | 加碼 |
| Retireful, LLC | 16,910 | $225.1 萬 | 0.98% | +2,613+18.3% | 加碼 |
| Independent Financial Group, LLC | 16,988 | $226.2 萬 | 0.12% | +414+2.5% | 加碼 |
| Cornercap Investment Counsel Inc | 17,001 | $226.4 萬 | 0.37% | −238−1.4% | 減碼 |
| First National Advisers, LLC | 17,103 | $227.7 萬 | 0.66% | +4,632+37.1% | 加碼 |
| Panagora Asset Management Inc | 17,207 | $229.1 萬 | 0.01% | −194,249−91.9% | 減碼 |
| Fernwood Investment Management, LLC | 17,255 | $229.7 萬 | 0.76% | −325−1.8% | 減碼 |
| Community Bank, N.A. | 17,292 | $230.2 萬 | 0.30% | −145−0.8% | 減碼 |
| Carret Asset Management, LLC | 17,448 | $232.3 萬 | 0.30% | −240−1.4% | 減碼 |
| Auxier Asset Management | 17,480 | $232.7 萬 | 0.38% | −307−1.7% | 減碼 |
| Horizon Investment Services, LLC | 17,583 | $234.1 萬 | 1.26% | −138−0.8% | 減碼 |
| Keystone Wealth Services, LLC | 17,642 | $234.9 萬 | 0.81% | −897−4.8% | 減碼 |
| Icon Wealth Advisors, LLC | 17,707 | $235.8 萬 | 0.25% | +17,707 | 新進 |
| Cobblestone Capital Advisors LLC | 17,745 | $236.3 萬 | 0.16% | +179+1.0% | 加碼 |
| Clifford Swan Investment Counsel LLC | 17,748 | $236.3 萬 | 0.09% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 17,907 | $238.4 萬 | 0.11% | −516−2.8% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 18,016 | $239.9 萬 | 1.36% | −564−3.0% | 減碼 |
| HBK Sorce Advisory LLC | 18,100 | $241.0 萬 | 0.09% | −592−3.2% | 減碼 |
| apricus wealth, LLC | 18,150 | $241.6 萬 | 1.84% | +285+1.6% | 加碼 |
| HB Wealth Management, LLC | 18,162 | $241.8 萬 | 0.03% | +479+2.7% | 加碼 |
| Azzad Asset Management Inc | 18,228 | $242.7 萬 | 0.31% | +482+2.7% | 加碼 |
| VisionPoint Advisory Group, LLC | 18,243 | $242.9 萬 | 0.90% | +305+1.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 18,298 | $243.1 萬 | 0.04% | −410−2.2% | 減碼 |
| Bartlett & Co. LLC | 18,298 | $243.5 萬 | 0.04% | −410−2.2% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $243.6 萬 | 0.34% | 00.0% | 不變 |
| Americana Partners, LLC | 18,583 | $245.2 萬 | 0.23% | +1,108+6.3% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 18,467 | $245.9 萬 | 2.40% | −5,363−22.5% | 減碼 |
| Ziegler Capital Management, LLC | 18,560 | $247.6 萬 | 0.11% | −6,077−24.7% | 減碼 |
| LRT Capital Management, LLC | 18,681 | $248.7 萬 | 2.35% | +18,681 | 新進 |
| Somerset Trust Co | 18,855 | $251.0 萬 | 1.10% | −1,567−7.7% | 減碼 |
| Intrust Bank NA | 19,111 | $254.5 萬 | 0.30% | +298+1.6% | 加碼 |
| Argyle Capital Management Inc. | 19,146 | $254.9 萬 | 1.06% | −3,850−16.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 19,170 | $255.2 萬 | 0.04% | −2,222−10.4% | 減碼 |
| Rockline Wealth Management, LLC | 19,280 | $256.7 萬 | 1.07% | +19,280 | 新進 |
| Varma Mutual Pension Insurance Co | 19,300 | $257.0 萬 | 0.03% | +19,300 | 新進 |
| Zacks Investment Management | 19,496 | $259.6 萬 | 0.03% | −3,240−14.3% | 減碼 |
| Argonautica Private Wealth Management, Inc | 19,623 | $261.3 萬 | 1.07% | −147−0.7% | 減碼 |
| Vident Advisory, LLC | 19,627 | $261.3 萬 | 0.07% | −949−4.6% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 19,679 | $262.0 萬 | 0.05% | −238−1.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 19,705 | $262.4 萬 | 0.14% | +472+2.5% | 加碼 |
| Vontobel Holding Ltd. | 19,745 | $262.9 萬 | 0.02% | +1,053+5.6% | 加碼 |
| Financial Counselors Inc | 19,784 | $263.4 萬 | 0.05% | −530−2.6% | 減碼 |
| Burney Co | 19,955 | $265.7 萬 | 0.11% | −14,412−41.9% | 減碼 |
| Patten & Patten Inc | 19,959 | $265.7 萬 | 0.22% | −183−0.9% | 減碼 |
| Paragon Associates & Paragon Associates II Joint Venture | 20,000 | $266.3 萬 | 6.11% | +20,000 | 新進 |
| Convergence Investment Partners, LLC | 20,050 | $267.0 萬 | 1.40% | −1,602−7.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 20,201 | $269.0 萬 | 0.10% | −1,782−8.1% | 減碼 |
| City Holding Co | 20,257 | $269.7 萬 | 0.43% | −379−1.8% | 減碼 |
| Hartford Financial Management Inc. | 20,303 | $270.3 萬 | 0.61% | −200−1.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 20,630 | $274.7 萬 | 0.02% | −736−3.4% | 減碼 |
| Regions Financial Corp | 20,653 | $275.0 萬 | 0.02% | −198−0.9% | 減碼 |
| First Nebraska Trust Co | 20,745 | $276.2 萬 | 0.32% | −125−0.6% | 減碼 |
| Cheviot Value Management, LLC | 20,481 | $277.1 萬 | 0.60% | −388−1.9% | 減碼 |
| Shelton Capital Management | 20,826 | $277.3 萬 | 0.09% | +1,751+9.2% | 加碼 |
| PFW Advisors LLC | 20,850 | $277.6 萬 | 0.89% | −29−0.1% | 減碼 |
| NFJ Investment Group, LLC | 20,927 | $278.6 萬 | 0.08% | −90,356−81.2% | 減碼 |
| Monument Capital Management | 20,991 | $279.5 萬 | 0.90% | −685−3.2% | 減碼 |
| Neville Rodie & Shaw Inc | 21,097 | $280.9 萬 | 0.23% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 21,125 | $281.3 萬 | 0.23% | +1,846+9.6% | 加碼 |
| Synovus Financial Corp | 21,136 | $281.5 萬 | 0.04% | +104+0.5% | 加碼 |
| CIBC World Markets Inc. | 21,157 | $281.7 萬 | 0.01% | +2,521+13.5% | 加碼 |