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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 2,762 | $36.8 萬 | 0.04% | −143−4.9% | 減碼 |
| Mach-1 Financial Group, Inc. | 2,768 | $36.9 萬 | 0.14% | −3,508−55.9% | 減碼 |
| Allegheny Financial Group LTD | 2,770 | $36.9 萬 | 0.12% | +146+5.6% | 加碼 |
| Insigneo Advisory Services, LLC | 2,786 | $37.1 萬 | 0.05% | −360−11.4% | 減碼 |
| Dividend Assets Capital, LLC | 2,790 | $37.1 萬 | 0.07% | −1,500−35.0% | 減碼 |
| Ballentine Partners, LLC | 2,803 | $37.3 萬 | 0.01% | +400+16.6% | 加碼 |
| Northcape Wealth Management, LLC | 2,806 | $37.4 萬 | 0.14% | −80−2.8% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 2,830 | $37.7 萬 | 0.16% | +2,830 | 新進 |
| ING Groep NV | 2,831 | $37.7 萬 | 0.00% | −78,671−96.5% | 減碼 |
| Harbour Investments, Inc. | 2,834 | $37.7 萬 | 0.02% | +62+2.2% | 加碼 |
| Nilsine Partners, LLC | 2,838 | $37.8 萬 | 0.06% | +120+4.4% | 加碼 |
| Paragon Capital Management Ltd | 2,841 | $37.8 萬 | 0.08% | −469−14.2% | 減碼 |
| First Financial Bankshares Inc | 2,852 | $38.0 萬 | 0.01% | +2,852 | 新進 |
| Stiles Financial Services Inc | 2,857 | $38.0 萬 | 0.17% | +119+4.3% | 加碼 |
| Empower Advisory Group, LLC | 2,864 | $38.1 萬 | 0.00% | −162−5.4% | 減碼 |
| Summit Trail Advisors, LLC | 2,865 | $38.1 萬 | 0.01% | +313+12.3% | 加碼 |
| Quilter Plc | 2,863 | $38.2 萬 | 0.01% | −65−2.2% | 減碼 |
| CWA Asset Management Group, LLC | 2,870 | $38.2 萬 | 0.03% | +962+50.4% | 加碼 |
| Kanawha Capital Management LLC | 2,879 | $38.3 萬 | 0.04% | −206−6.7% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,880 | $38.3 萬 | 0.03% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 2,880 | $38.3 萬 | 0.09% | +2,880 | 新進 |
| Geller Advisors LLC | 2,898 | $38.6 萬 | 0.04% | −4−0.1% | 減碼 |
| Empyrean Capital Partners, LP | 2,940 | $39.1 萬 | 0.02% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 2,942 | $39.2 萬 | 0.00% | −345−10.5% | 減碼 |
| Plancorp, LLC | 2,950 | $39.3 萬 | 0.02% | +119+4.2% | 加碼 |
| Financial Partners Group, LLC | 2,963 | $39.4 萬 | 0.18% | +22+0.7% | 加碼 |
| Aries Wealth Management | 2,963 | $39.4 萬 | 0.14% | +425+16.7% | 加碼 |
| PFG Investments, LLC | 2,967 | $39.5 萬 | 0.07% | −530−15.2% | 減碼 |
| SageView Advisory Group, LLC | 2,784 | $39.6 萬 | 0.02% | +2,784 | 新進 |
| iA Global Asset Management Inc. | 2,984 | $39.7 萬 | 0.01% | −20,124−87.1% | 減碼 |
| Laidlaw Wealth Management LLC | 2,982 | $39.7 萬 | 0.14% | −140−4.5% | 減碼 |
| Inceptionr LLC | 2,987 | $39.8 萬 | 0.28% | +2,987 | 新進 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $39.8 萬 | 0.32% | 00.0% | 不變 |
| BancorpSouth Bank | 2,993 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| Proequities, Inc. | 2,993 | $39.8 萬 | 0.03% | −54−1.8% | 減碼 |
| Essex Financial Services, Inc. | 2,995 | $39.9 萬 | 0.04% | +20+0.7% | 加碼 |
| Cito Capital Group, LLC | 3,000 | $39.9 萬 | 0.17% | 00.0% | 不變 |
| DRW Securities, LLC | 3,000 | $39.9 萬 | 0.01% | −142−4.5% | 減碼 |
| Seamount Financial Group Inc | 3,000 | $39.9 萬 | 0.38% | +3,000 | 新進 |
| Lummis Asset Management, LP | 3,011 | $40.1 萬 | 0.31% | +3,011 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,012 | $40.1 萬 | 0.01% | −416−12.1% | 減碼 |
| Chicago Trust Co NA | 3,018 | $40.2 萬 | 0.09% | −405−11.8% | 減碼 |
| Roman Butler Fullerton & Co | 2,867 | $40.2 萬 | 0.16% | −585−16.9% | 減碼 |
| Graypoint LLC | 3,025 | $40.3 萬 | 0.03% | +141+4.9% | 加碼 |
| Magnus Financial Group LLC | 3,030 | $40.3 萬 | 0.05% | +2+0.1% | 加碼 |
| Whittier Trust Co | 3,030 | $40.3 萬 | 0.01% | −570−15.8% | 減碼 |
| PDS Planning, Inc | 3,032 | $40.4 萬 | 0.05% | +3+0.1% | 加碼 |
| Poehling Capital Management, LLC | 3,035 | $40.4 萬 | 0.13% | −31−1.0% | 減碼 |
| Capital Investment Advisors, LLC | 3,045 | $40.5 萬 | 0.01% | −81−2.6% | 減碼 |
| Chilton Capital Management LLC | 3,051 | $40.6 萬 | 0.02% | 00.0% | 不變 |
| WBH Advisory Inc | 3,064 | $40.8 萬 | 0.05% | +63+2.1% | 加碼 |
| Apriem Advisors | 3,067 | $40.8 萬 | 0.05% | 00.0% | 不變 |
| Sharp Financial Services, LLC | 3,093 | $41.2 萬 | 0.45% | +3,093 | 新進 |
| Everhart Financial Group, Inc. | 3,099 | $41.3 萬 | 0.15% | +307+11.0% | 加碼 |
| Cape Cod Five Cents Savings Bank | 3,102 | $41.3 萬 | 0.04% | −2,902−48.3% | 減碼 |
| Good Life Advisors, LLC | 3,116 | $41.5 萬 | 0.04% | −57−1.8% | 減碼 |
| Advisor Resource Council | 3,125 | $41.6 萬 | 0.05% | +3,125 | 新進 |
| Townsend Asset Management Corp | 3,126 | $41.6 萬 | 0.19% | +9+0.3% | 加碼 |
| Zions Bancorporation, N.A. | 3,132 | $41.7 萬 | 0.03% | +282+9.9% | 加碼 |
| Westwood Holdings Group Inc. | 3,136 | $41.8 萬 | 0.00% | −115−3.5% | 減碼 |
| Weik Capital Management | 3,145 | $41.9 萬 | 0.19% | −45−1.4% | 減碼 |
| Callan Capital, LLC | 3,147 | $41.9 萬 | 0.04% | +132+4.4% | 加碼 |
| Beaton Management Co. Inc. | 3,145 | $41.9 萬 | 0.25% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 3,148 | $41.9 萬 | 0.08% | −432−12.1% | 減碼 |
| Successful Portfolios LLC | 3,148 | $41.9 萬 | 0.31% | +198+6.7% | 加碼 |
| Cambria Investment Management, L.P. | 3,154 | $42.0 萬 | 0.03% | +3,154 | 新進 |
| LCNB Corp | 3,156 | $42.0 萬 | 0.17% | +301+10.5% | 加碼 |
| Private Portfolio Partners LLC | 3,158 | $42.0 萬 | 0.10% | −415−11.6% | 減碼 |
| McDaniel Terry & Co | 3,168 | $42.2 萬 | 0.04% | +3,168 | 新進 |
| First National Bank Sioux Falls | 3,184 | $42.4 萬 | 0.22% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,189 | $42.5 萬 | 0.04% | +3+0.1% | 加碼 |
| Advisor OS, LLC | 3,193 | $42.5 萬 | 0.06% | +115+3.7% | 加碼 |
| Callahan Advisors, LLC | 3,200 | $42.6 萬 | 0.05% | −100−3.0% | 減碼 |
| Parkside Financial Bank & Trust | 3,202 | $42.6 萬 | 0.08% | +1,323+70.4% | 加碼 |
| Rossmore Private Capital | 3,204 | $42.7 萬 | 0.06% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 3,219 | $42.9 萬 | 0.11% | −80−2.4% | 減碼 |
| Green Square Capital Advisors LLC | 3,232 | $43.0 萬 | 0.06% | −10−0.3% | 減碼 |
| MSH Capital Advisors LLC | 3,237 | $43.1 萬 | 0.16% | +258+8.7% | 加碼 |
| IFG Advisory, LLC | 3,238 | $43.1 萬 | 0.03% | −549−14.5% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,240 | $43.1 萬 | 0.08% | −485−13.0% | 減碼 |
| Arete Wealth Advisors, LLC | 3,245 | $43.2 萬 | 0.03% | +3,245 | 新進 |
| Ronald Blue Trust, Inc. | 3,599 | $43.2 萬 | 0.01% | −368−9.3% | 減碼 |
| Portside Wealth Group, LLC | 3,250 | $43.3 萬 | 0.08% | −568−14.9% | 減碼 |
| Cadinha & Co LLC | 3,270 | $43.5 萬 | 0.07% | −100−3.0% | 減碼 |
| Tanager Wealth Management LLP | 3,280 | $43.7 萬 | 0.08% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 3,282 | $43.7 萬 | 0.02% | 00.0% | 不變 |
| Capital Analysts, LLC | 3,285 | $43.7 萬 | 0.02% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 3,294 | $43.9 萬 | 0.02% | +3,294 | 新進 |
| Insight Folios Inc | 3,299 | $43.9 萬 | 0.19% | −218−6.2% | 減碼 |
| Alpha DNA Investment Management LLC | 3,301 | $43.9 萬 | 0.26% | −3,622−52.3% | 減碼 |
| Orleans Capital Management Corp | 3,315 | $44.1 萬 | 0.30% | −495−13.0% | 減碼 |
| Allen Investment Management LLC | 3,318 | $44.2 萬 | 0.01% | 00.0% | 不變 |
| Intrinsic Value Partners, LLC | 3,334 | $44.4 萬 | 0.52% | 00.0% | 不變 |
| Excalibur Management Corp | 3,337 | $44.4 萬 | 0.21% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 3,343 | $44.5 萬 | 0.27% | 00.0% | 不變 |
| CX Institutional | 3,343 | $44.5 萬 | 0.02% | −63−1.8% | 減碼 |
| Abacus Planning Group, Inc. | 3,372 | $44.9 萬 | 0.09% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 3,054 | $45.0 萬 | 0.10% | −360−10.5% | 減碼 |
| Van Strum & Towne Inc. | 3,381 | $45.0 萬 | 0.18% | +100+3.0% | 加碼 |
| Verus Capital Partners, LLC | 3,382 | $45.0 萬 | 0.06% | +50+1.5% | 加碼 |