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 |
|---|---|---|---|---|---|
| Wedgewood Investors Inc | 3,400 | $45.3 萬 | 0.56% | 00.0% | 不變 |
| Merrion Investment Management Co, LLC | 3,400 | $45.3 萬 | 0.36% | 00.0% | 不變 |
| Syon Capital LLC | 3,401 | $45.3 萬 | 0.05% | +248+7.9% | 加碼 |
| Putnam Investments LLC | 3,420 | $45.5 萬 | 0.00% | −217−6.0% | 減碼 |
| Davidson Trust Co | 3,426 | $45.6 萬 | 0.29% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,443 | $45.8 萬 | 0.30% | 00.0% | 不變 |
| Empire Financial Management Company, LLC | 3,446 | $45.9 萬 | 0.18% | −30−0.9% | 減碼 |
| BKD Wealth Advisors, LLC | 3,451 | $45.9 萬 | 0.01% | −155−4.3% | 減碼 |
| Cambridge Financial Group, LLC | 3,454 | $46.0 萬 | 0.24% | +3,454 | 新進 |
| Woodmont Investment Counsel LLC | 3,465 | $46.1 萬 | 0.04% | −597−14.7% | 減碼 |
| Granite Group Advisors, LLC | 3,087 | $46.1 萬 | 0.33% | +3,087 | 新進 |
| Blue Edge Capital, LLC | 3,473 | $46.2 萬 | 0.09% | +203+6.2% | 加碼 |
| ARS Investment Partners, LLC | 3,475 | $46.3 萬 | 0.05% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 3,476 | $46.3 萬 | 0.03% | +10.0% | 加碼 |
| Athena Investment Management | 3,478 | $46.3 萬 | 0.30% | +10.0% | 加碼 |
| Whalerock Point Partners, LLC | 3,490 | $46.5 萬 | 0.14% | +319+10.1% | 加碼 |
| Lindbrook Capital, LLC | 3,491 | $46.5 萬 | 0.05% | +332+10.5% | 加碼 |
| Drive Wealth Management, LLC | 3,491 | $46.5 萬 | 0.15% | +75+2.2% | 加碼 |
| Crescent Grove Advisors, LLC | 3,496 | $46.5 萬 | 0.05% | +20+0.6% | 加碼 |
| Corbyn Investment Management Inc | 3,516 | $46.8 萬 | 0.22% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 3,527 | $47.0 萬 | 0.06% | −401−10.2% | 減碼 |
| Courier Capital LLC | 3,528 | $47.0 萬 | 0.04% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,530 | $47.0 萬 | 0.21% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 3,230 | $47.0 萬 | 0.01% | +261+8.8% | 加碼 |
| Lazard Asset Management LLC | 3,547 | $47.1 萬 | 0.00% | −227−6.0% | 減碼 |
| Harbor Advisors LLC | 3,541 | $47.1 萬 | 0.09% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 3,542 | $47.2 萬 | 0.31% | +2+0.1% | 加碼 |
| Joel Isaacson & Co., LLC | 3,546 | $47.2 萬 | 0.03% | +11+0.3% | 加碼 |
| Vectors Research Management, LLC | 3,533 | $47.3 萬 | 0.13% | +2+0.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 3,602 | $47.5 萬 | 0.24% | +50+1.4% | 加碼 |
| Perigon Wealth Management, LLC | 3,581 | $47.7 萬 | 0.02% | −230−6.0% | 減碼 |
| Freestone Capital Holdings, LLC | 3,590 | $47.8 萬 | 0.02% | −12−0.3% | 減碼 |
| Clear Street Markets LLC | 3,600 | $47.9 萬 | 0.19% | +2,700+300.0% | 加碼 |
| PFG Advisors | 3,601 | $47.9 萬 | 0.04% | −292−7.5% | 減碼 |
| Austin Private Wealth, LLC | 3,626 | $48.3 萬 | 0.06% | −740−16.9% | 減碼 |
| Spinnaker Investment Group, LLC | 3,642 | $48.5 萬 | 0.15% | +6+0.2% | 加碼 |
| Angeles Wealth Management, LLC | 3,647 | $48.6 萬 | 0.06% | +537+17.3% | 加碼 |
| Kapitalo Investimentos Ltda | 3,648 | $48.6 萬 | 0.10% | −340−8.5% | 減碼 |
| Beaird Harris Wealth Management, LLC | 3,662 | $48.8 萬 | 0.05% | +4+0.1% | 加碼 |
| Uncommon Cents Investing LLC | 3,682 | $49.0 萬 | 0.16% | +430+13.2% | 加碼 |
| Ballew Advisors, Inc | 3,790 | $49.1 萬 | 0.37% | 00.0% | 不變 |
| Blackston Financial Advisory Group, LLC | 3,688 | $49.1 萬 | 0.31% | −200−5.1% | 減碼 |
| Old Point Trust & Financial Services N A | 3,703 | $49.3 萬 | 0.20% | 00.0% | 不變 |
| Saxon Interests, Inc. | 3,730 | $49.7 萬 | 0.25% | +3,730 | 新進 |
| Vantage Consulting Group Inc | 3,734 | $49.7 萬 | 0.33% | −302−7.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 3,737 | $49.8 萬 | 0.06% | −10−0.3% | 減碼 |
| JT Stratford LLC | 3,745 | $49.9 萬 | 0.11% | −204−5.2% | 減碼 |
| Quarry LP | 3,751 | $49.9 萬 | 0.25% | +994+36.1% | 加碼 |
| Keating Investment Counselors Inc | 3,780 | $50.3 萬 | 0.18% | +150+4.1% | 加碼 |
| Merit Financial Group, LLC | 3,784 | $50.4 萬 | 0.02% | +1,387+57.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 3,787 | $50.4 萬 | 0.03% | +163+4.5% | 加碼 |
| 49 Wealth Management, LLC | 3,788 | $50.4 萬 | 0.13% | +3,788 | 新進 |
| Strategy Asset Managers LLC | 3,807 | $50.7 萬 | 0.12% | +8+0.2% | 加碼 |
| Spinnaker Trust | 3,808 | $50.7 萬 | 0.03% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 3,808 | $50.7 萬 | 0.20% | −306−7.4% | 減碼 |
| Ci Investments Inc. | 3,809 | $50.7 萬 | 0.00% | −180−4.5% | 減碼 |
| Goodman Financial Corp | 3,813 | $50.8 萬 | 0.14% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 3,830 | $51.0 萬 | 0.10% | −143−3.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,549 | $51.2 萬 | 0.01% | 00.0% | 不變 |
| NorthRock Partners, LLC | 3,847 | $51.2 萬 | 0.02% | +1,534+66.3% | 加碼 |
| Arvest Investments, Inc. | 3,852 | $51.3 萬 | 0.08% | +3,852 | 新進 |
| Vivid Wealth Management, LLC | 3,858 | $51.4 萬 | 0.35% | +3,858 | 新進 |
| Mosaic Family Wealth Partners, LLC | 3,875 | $51.6 萬 | 0.09% | −99−2.5% | 減碼 |
| Headlands Technologies LLC | 3,894 | $51.8 萬 | 0.15% | +582+17.6% | 加碼 |
| KCM Investment Advisors LLC | 3,913 | $52.1 萬 | 0.02% | +21+0.5% | 加碼 |
| Roundview Capital LLC | 3,919 | $52.2 萬 | 0.05% | −49−1.2% | 減碼 |
| Harbour Trust & Investment Management Co | 3,921 | $52.2 萬 | 0.07% | +3,921 | 新進 |
| Clarius Group, LLC | 3,924 | $52.2 萬 | 0.04% | −349−8.2% | 減碼 |
| UniSuper Management Pty Ltd | 3,930 | $52.3 萬 | 0.01% | +530+15.6% | 加碼 |
| John G Ullman & Associates Inc | 3,950 | $52.6 萬 | 0.08% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 3,951 | $52.6 萬 | 0.47% | +287+7.8% | 加碼 |
| Cutler Group LP | 3,964 | $52.7 萬 | 0.07% | −508−11.4% | 減碼 |
| Kuhn & Co Investment Counsel | 3,968 | $52.8 萬 | 0.54% | +3,968 | 新進 |
| Hennessy Advisors Inc | 4,000 | $53.3 萬 | 0.03% | 00.0% | 不變 |
| Straight Path Wealth Management | 4,004 | $53.3 萬 | 0.31% | 00.0% | 不變 |
| Vise Technologies, Inc. | 4,005 | $53.3 萬 | 0.11% | −2,719−40.4% | 減碼 |
| Riverwater Partners LLC | 4,009 | $53.4 萬 | 0.42% | −290−6.7% | 減碼 |
| Burford Brothers, Inc. | 4,014 | $53.4 萬 | 0.38% | +4,014 | 新進 |
| Eqis Capital Management, Inc. | 4,017 | $53.5 萬 | 0.04% | −40−1.0% | 減碼 |
| Angeles Investment Advisors, LLC | 4,020 | $53.5 萬 | 0.03% | +52+1.3% | 加碼 |
| First Western Trust Bank | 4,028 | $53.6 萬 | 0.03% | 00.0% | 不變 |
| Trust Co | 4,030 | $53.7 萬 | 0.07% | −370−8.4% | 減碼 |
| Field & Main Bank | 4,033 | $53.7 萬 | 0.23% | −30−0.7% | 減碼 |
| Princeton Global Asset Management LLC | 4,036 | $53.7 萬 | 0.14% | +4+0.1% | 加碼 |
| Conning Inc. | 4,038 | $53.8 萬 | 0.02% | −20−0.5% | 減碼 |
| Fulcrum Equity Management | 4,050 | $53.9 萬 | 0.67% | −289−6.7% | 減碼 |
| Wilkins Investment Counsel Inc | 4,089 | $54.4 萬 | 0.13% | −89−2.1% | 減碼 |
| Welch Group, LLC | 4,097 | $54.5 萬 | 0.03% | +327+8.7% | 加碼 |
| Kolinsky Wealth Management, LLC | 4,102 | $54.6 萬 | 0.48% | +27+0.7% | 加碼 |
| Gryphon Financial Partners LLC | 4,166 | $54.6 萬 | 0.10% | +426+11.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 4,116 | $54.8 萬 | 0.02% | +10.0% | 加碼 |
| Foster & Motley Inc | 4,125 | $54.9 萬 | 0.04% | +9+0.2% | 加碼 |
| Triasima Portfolio Management inc. | 4,125 | $54.9 萬 | 0.05% | +4,125 | 新進 |
| Unigestion Holding SA | 4,126 | $54.9 萬 | 0.03% | +4,126 | 新進 |
| SAM Advisors, LLC | 4,136 | $55.1 萬 | 0.22% | +4,136 | 新進 |
| Wedmont Private Capital | 4,122 | $55.2 萬 | 0.05% | +983+31.3% | 加碼 |
| Smart Portfolios, LLC | 3,820 | $55.2 萬 | 0.65% | +3,820 | 新進 |
| Perpetual Ltd | 4,177 | $55.6 萬 | 0.01% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 4,182 | $55.7 萬 | 0.17% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,186 | $55.7 萬 | 0.07% | +89+2.2% | 加碼 |