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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 20,923 | $284.3 萬 | 0.03% | −13,952−40.0% | 減碼 |
| Lincoln National Corp | 21,411 | $285.1 萬 | 0.05% | +615+3.0% | 加碼 |
| Brookstone Capital Management | 21,626 | $287.9 萬 | 0.06% | −771−3.4% | 減碼 |
| MAI Capital Management | 21,694 | $288.8 萬 | 0.04% | +1,191+5.8% | 加碼 |
| Becker Capital Management Inc | 21,700 | $288.9 萬 | 0.10% | −335−1.5% | 減碼 |
| Metis Global Partners, LLC | 21,703 | $289.0 萬 | 0.12% | −2,168−9.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 22,180 | $295.3 萬 | 0.25% | −7,572−25.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 22,214 | $295.8 萬 | 0.06% | +90+0.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 22,260 | $296.4 萬 | 0.06% | −11,996−35.0% | 減碼 |
| Wedbush Securities Inc | 22,287 | $296.7 萬 | 0.13% | +551+2.5% | 加碼 |
| Miracle Mile Advisors, LLC | 22,478 | $299.3 萬 | 0.08% | −125−0.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 22,487 | $299.4 萬 | 0.17% | +2,576+12.9% | 加碼 |
| Wolverine Trading, LLC | 22,491 | $299.4 萬 | 0.02% | +15,036+201.7% | 加碼 |
| XML Financial, LLC | 22,871 | $304.5 萬 | 0.32% | +1,906+9.1% | 加碼 |
| Davenport & Co LLC | 22,962 | $305.7 萬 | 0.02% | −1,068−4.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 23,184 | $308.7 萬 | 0.05% | +5,746+33.0% | 加碼 |
| Cardinal Capital Management | 23,312 | $310.4 萬 | 0.59% | +77+0.3% | 加碼 |
| Hancock Whitney Corp | 23,361 | $311.0 萬 | 0.12% | −242−1.0% | 減碼 |
| Groupama Asset Managment | 23,428 | $312.0 萬 | 0.08% | +23,428 | 新進 |
| Richard Bernstein Advisors LLC | 23,490 | $312.7 萬 | 0.07% | +16+0.1% | 加碼 |
| SWS Partners | 23,587 | $314.0 萬 | 1.02% | −4,524−16.1% | 減碼 |
| DCM Advisors, LLC | 23,723 | $315.8 萬 | 1.13% | −85−0.4% | 減碼 |
| Catalyst Capital Advisors LLC | 23,750 | $316.2 萬 | 0.08% | +23,750 | 新進 |
| New Mexico Educational Retirement Board | 23,828 | $317.2 萬 | 0.12% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 23,873 | $317.8 萬 | 0.60% | +19,673+468.4% | 加碼 |
| CWM, LLC | 23,988 | $319.4 萬 | 0.02% | +2,403+11.1% | 加碼 |
| Cynosure Management, LLC | 24,087 | $320.7 萬 | 0.58% | +15,205+171.2% | 加碼 |
| Prudential PLC | 24,118 | $321.1 萬 | 0.03% | −38−0.2% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,208 | $322.3 萬 | 1.30% | +28+0.1% | 加碼 |
| Bremer Bank National Association | 24,273 | $323.2 萬 | 0.60% | +24,273 | 新進 |
| Prospera Financial Services Inc | 24,353 | $324.2 萬 | 0.11% | −381−1.5% | 減碼 |
| Empirical Finance, LLC | 24,384 | $324.6 萬 | 0.23% | +3,913+19.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 24,710 | $329.0 萬 | 0.13% | −7,150−22.4% | 減碼 |
| Stock Yards Bank & Trust Co | 24,923 | $331.8 萬 | 0.12% | −1,256−4.8% | 減碼 |
| Ontario Teachers Pension Plan Board | 24,984 | $332.6 萬 | 0.03% | −1,309−5.0% | 減碼 |
| Garrison Asset Management, LLC | 25,079 | $333.9 萬 | 1.84% | −359−1.4% | 減碼 |
| German American Bancorp, Inc. | 25,133 | $334.6 萬 | 0.44% | +496+2.0% | 加碼 |
| River Wealth Advisors LLC | 25,137 | $334.7 萬 | 0.53% | −968−3.7% | 減碼 |
| Equitable Trust Co | 25,204 | $335.6 萬 | 0.25% | +7,592+43.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 25,263 | $336.4 萬 | 0.61% | +33+0.1% | 加碼 |
| SevenBridge Financial Group, LLC | 25,437 | $338.7 萬 | 0.80% | −98−0.4% | 減碼 |
| CFM Wealth Partners LLC | 25,567 | $340.4 萬 | 0.77% | +50.0% | 加碼 |
| Wisconsin Capital Management LLC | 25,830 | $343.9 萬 | 2.04% | −1,465−5.4% | 減碼 |
| Herold Advisors, Inc. | 26,028 | $346.5 萬 | 0.96% | −369−1.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 26,114 | $347.7 萬 | 0.08% | −162−0.6% | 減碼 |
| Principle Wealth Partners LLC | 26,227 | $349.2 萬 | 0.30% | −130.0% | 減碼 |
| Fundamentun, LLC | 26,300 | $350.2 萬 | 0.41% | −1,341−4.9% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 26,518 | $353.1 萬 | 0.68% | −2,544−8.8% | 減碼 |
| LexAurum Advisors, LLC | 26,585 | $354.0 萬 | 0.93% | −100−0.4% | 減碼 |
| Louisiana State Employees Retirement System | 26,600 | $354.2 萬 | 0.07% | −1,000−3.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 26,898 | $358.1 萬 | 0.12% | +105+0.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 27,059 | $360.3 萬 | 0.02% | −1,925−6.6% | 減碼 |
| Vestcor Inc | 27,412 | $365.0 萬 | 0.12% | −105−0.4% | 減碼 |
| Securian Asset Management, Inc | 27,863 | $371.0 萬 | 0.11% | −4,091−12.8% | 減碼 |
| Cozad Asset Management Inc | 28,046 | $373.4 萬 | 0.43% | +4,156+17.4% | 加碼 |
| Resources Investment Advisors, LLC. | 28,247 | $376.1 萬 | 0.07% | −1,081−3.7% | 減碼 |
| Profund Advisors LLC | 28,441 | $378.7 萬 | 0.16% | +1,462+5.4% | 加碼 |
| Van Eck Associates Corp | 28,570 | $380.4 萬 | 0.01% | +689+2.5% | 加碼 |
| TownSquare Capital, LLC | 28,578 | $380.5 萬 | 0.07% | −4,100−12.5% | 減碼 |
| Virginia Wealth Management Group, Inc. | 28,728 | $382.5 萬 | 3.34% | −2,651−8.4% | 減碼 |
| Baxter Bros Inc | 28,777 | $383.1 萬 | 0.53% | +339+1.2% | 加碼 |
| Citizens National Bank Trust Department | 28,819 | $383.7 萬 | 0.97% | −1,175−3.9% | 減碼 |
| Parsons Capital Management Inc | 28,852 | $384.1 萬 | 0.27% | +1,000+3.6% | 加碼 |
| Riverview Capital Advisers, LLC | 28,871 | $384.4 萬 | 1.47% | −65−0.2% | 減碼 |
| BNC Wealth Management, LLC | 29,127 | $387.8 萬 | 1.83% | −100.0% | 減碼 |
| 1832 Asset Management L.P. | 29,444 | $392.0 萬 | 0.01% | +39+0.1% | 加碼 |
| Central Trust Co | 29,530 | $393.2 萬 | 0.10% | +960+3.4% | 加碼 |
| Hartford Investment Management Co | 29,660 | $394.9 萬 | 0.15% | −680−2.2% | 減碼 |
| Tocqueville Asset Management L.P. | 29,897 | $398.0 萬 | 0.07% | −16,097−35.0% | 減碼 |
| Strategic Wealth Partners, Ltd. | 29,989 | $399.3 萬 | 0.49% | +7,293+32.1% | 加碼 |
| South Dakota Investment Council | 30,053 | $400.1 萬 | 0.08% | −18,708−38.4% | 減碼 |
| Ellerson Group Inc | 30,421 | $405.0 萬 | 3.51% | +1,269+4.4% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,483 | $405.9 萬 | 1.16% | −170−0.6% | 減碼 |
| Heritage Trust Co | 30,485 | $405.9 萬 | 0.57% | −446−1.4% | 減碼 |
| Community Bank & Trust, Waco, Texas | 30,643 | $408.0 萬 | 1.11% | +13,232+76.0% | 加碼 |
| Johnson Investment Counsel Inc | 30,729 | $409.1 萬 | 0.05% | +711+2.4% | 加碼 |
| Agf Management Ltd | 30,803 | $410.1 萬 | 0.02% | +23,612+328.4% | 加碼 |
| Banque Cantonale Vaudoise | 30,888 | $411.2 萬 | 0.18% | +16,042+108.1% | 加碼 |
| TD Private Client Wealth LLC | 31,005 | $412.8 萬 | 0.15% | +2,974+10.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 31,098 | $414.0 萬 | 0.15% | −1,399−4.3% | 減碼 |
| Tweedy, Browne Co LLC | 31,362 | $417.6 萬 | 0.20% | −644−2.0% | 減碼 |
| AustralianSuper Pty Ltd | 31,522 | $419.7 萬 | 0.03% | +31,522 | 新進 |
| Gotham Asset Management, LLC | 31,561 | $420.2 萬 | 0.08% | −7,957−20.1% | 減碼 |
| Independent Advisor Alliance | 31,564 | $420.2 萬 | 0.15% | +811+2.6% | 加碼 |
| Meitav Dash Investments Ltd | 27,922 | $424.2 萬 | 0.06% | −2,986−9.7% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 32,105 | $427.4 萬 | 0.27% | +633+2.0% | 加碼 |
| Cetera Advisors LLC | 32,151 | $428.1 萬 | 0.06% | +2,716+9.2% | 加碼 |
| Canal Insurance CO | 32,500 | $432.7 萬 | 1.20% | −10,000−23.5% | 減碼 |
| McDonald Partners LLC | 32,998 | $439.3 萬 | 1.30% | −265−0.8% | 減碼 |
| National Asset Management, Inc. | 33,086 | $440.5 萬 | 0.12% | −5,089−13.3% | 減碼 |
| First American Bank | 33,157 | $441.5 萬 | 0.37% | −363−1.1% | 減碼 |
| Northeast Financial Consultants Inc | 33,200 | $442.0 萬 | 0.24% | 00.0% | 不變 |
| JustInvest LLC | 33,486 | $445.8 萬 | 0.11% | +4,219+14.4% | 加碼 |
| Clearbridge Investments, LLC | 33,625 | $447.7 萬 | 0.00% | +11,945+55.1% | 加碼 |
| Opus Investment Management Inc | 33,800 | $450.0 萬 | 2.58% | −12,400−26.8% | 減碼 |
| Cetera Investment Advisers | 34,033 | $453.1 萬 | 0.04% | −1,667−4.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 34,056 | $453.4 萬 | 0.01% | +2,339+7.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 34,335 | $457.1 萬 | 0.08% | −124−0.4% | 減碼 |
| Maryland State Retirement & Pension System | 34,647 | $461.3 萬 | 0.09% | −545−1.5% | 減碼 |
| Martin Capital Partners, LLC | 34,741 | $462.5 萬 | 1.89% | −522−1.5% | 減碼 |