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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 4,370 | $56.1 萬 | 0.35% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 4,245 | $56.5 萬 | 0.17% | +17+0.4% | 加碼 |
| Symmetry Partners, LLC | 4,265 | $56.7 萬 | 0.03% | −2,300−35.0% | 減碼 |
| Evergreen Capital Management LLC | 4,294 | $57.2 萬 | 0.02% | −25−0.6% | 減碼 |
| Tributary Capital Management, LLC | 4,300 | $57.3 萬 | 0.05% | −100−2.3% | 減碼 |
| Naviter Wealth, LLC | 4,301 | $57.3 萬 | 0.12% | 00.0% | 不變 |
| Estabrook Capital Management | 4,304 | $57.3 萬 | 0.09% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 4,334 | $57.7 萬 | 0.23% | +35+0.8% | 加碼 |
| Fulton Bank, N.A. | 4,336 | $57.7 萬 | 0.03% | +2,167+99.9% | 加碼 |
| West Paces Advisors Inc. | 4,343 | $57.8 萬 | 0.16% | +1,043+31.6% | 加碼 |
| NBC Securities, Inc. | 4,358 | $58.0 萬 | 0.06% | −209−4.6% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,354 | $58.0 萬 | 0.48% | −3−0.1% | 減碼 |
| Edmond de Rothschild Holding S.A. | 4,363 | $58.1 萬 | 0.01% | +409+10.3% | 加碼 |
| WP Advisors, LLC | 4,387 | $58.4 萬 | 0.22% | +35+0.8% | 加碼 |
| Vanguard Capital Wealth Advisors | 4,387 | $58.4 萬 | 0.47% | −286−6.1% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,393 | $58.5 萬 | 0.13% | +4,393 | 新進 |
| Pitcairn Co | 4,413 | $58.8 萬 | 0.04% | −75−1.7% | 減碼 |
| First Foundation Advisors | 4,414 | $58.8 萬 | 0.03% | −890−16.8% | 減碼 |
| Sutton Place Investors LLC | 4,416 | $58.8 萬 | 0.43% | +4,416 | 新進 |
| Longfellow Investment Management Co LLC | 4,430 | $59.0 萬 | 0.15% | −3,591−44.8% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,430 | $59.0 萬 | 0.29% | 00.0% | 不變 |
| Clifford Group, LLC | 4,454 | $59.3 萬 | 0.55% | −4−0.1% | 減碼 |
| KLR Investment Advisors, LLC | 4,462 | $59.4 萬 | 0.43% | +414+10.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 4,483 | $59.7 萬 | 0.01% | −1,000−18.2% | 減碼 |
| Relative Value Partners Group, LLC | 4,490 | $59.8 萬 | 0.04% | −37−0.8% | 減碼 |
| Richwood Investment Advisors, LLC | 4,490 | $59.8 萬 | 0.56% | +80+1.8% | 加碼 |
| SYSTM Wealth Solutions LLC | 4,492 | $59.8 萬 | 0.08% | +881+24.4% | 加碼 |
| Brighton Jones LLC | 4,508 | $60.0 萬 | 0.03% | +1,401+45.1% | 加碼 |
| S.A. Mason LLC | 4,529 | $60.3 萬 | 0.40% | −150−3.2% | 減碼 |
| Modera Wealth Management, LLC | 4,551 | $60.6 萬 | 0.01% | +16+0.4% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,700 | $60.9 萬 | 0.13% | +431+10.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 4,575 | $60.9 萬 | 0.04% | +136+3.1% | 加碼 |
| Avantax Planning Partners, Inc. | 4,576 | $60.9 萬 | 0.02% | +404+9.7% | 加碼 |
| Bennett Associates Wealth Management | 4,580 | $61.0 萬 | 0.59% | +4,580 | 新進 |
| Verity Asset Management, Inc. | 4,592 | $61.1 萬 | 0.39% | 00.0% | 不變 |
| Caxton Associates LP | 4,606 | $61.3 萬 | 0.03% | +1,940+72.8% | 加碼 |
| Transcend Wealth Collective, LLC | 4,628 | $61.6 萬 | 0.05% | +525+12.8% | 加碼 |
| Empirical Asset Management, LLC | 4,629 | $61.6 萬 | 0.50% | +219+5.0% | 加碼 |
| Vaughan David Investments LLC | 4,631 | $61.7 萬 | 0.02% | −125−2.6% | 減碼 |
| Autumn Glory Partners, LLC | 4,740 | $61.7 萬 | 0.35% | +199+4.4% | 加碼 |
| LVM Capital Management Ltd | 4,645 | $61.8 萬 | 0.08% | +350+8.1% | 加碼 |
| Means Investment Co., Inc. | 4,656 | $62.0 萬 | 0.09% | +242+5.5% | 加碼 |
| Greenfield Seitz Capital Management, LLC | 4,663 | $62.1 萬 | 0.25% | +4,663 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 4,694 | $62.5 萬 | 0.06% | +259+5.8% | 加碼 |
| Montecito Bank & Trust | 4,700 | $62.6 萬 | 0.13% | +1,275+37.2% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 4,700 | $62.6 萬 | 1.43% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,707 | $62.7 萬 | 0.06% | +57+1.2% | 加碼 |
| Patron Partners Advisors, LLC | 4,710 | $62.7 萬 | 0.42% | −53−1.1% | 減碼 |
| EPG Wealth Management LLC | 4,326 | $62.8 萬 | 0.17% | +4,326 | 新進 |
| Arkfeld Wealth Strategies, L.L.C. | 4,725 | $62.9 萬 | 0.41% | −61−1.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,744 | $63.2 萬 | 0.03% | −360−7.1% | 減碼 |
| Roof Eidam & Maycock | 4,747 | $63.2 萬 | 0.19% | −1,681−26.2% | 減碼 |
| Connectus Wealth, LLC | 4,750 | $63.2 萬 | 0.01% | −400−7.8% | 減碼 |
| Cigna Investments Inc | 4,750 | $63.3 萬 | 0.13% | −184−3.7% | 減碼 |
| Flputnam Investment Management Co | 4,769 | $63.5 萬 | 0.01% | −33−0.7% | 減碼 |
| Pinnacle Financial Partners Inc | 4,792 | $63.8 萬 | 0.02% | +172+3.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 4,825 | $64.2 萬 | 0.02% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 4,831 | $64.3 萬 | 0.08% | −28−0.6% | 減碼 |
| Kovack Advisors, Inc. | 4,839 | $64.4 萬 | 0.08% | −817−14.4% | 減碼 |
| Lincoln Capital LLC | 4,867 | $64.8 萬 | 0.16% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 4,874 | $64.9 萬 | 0.17% | +1,527+45.6% | 加碼 |
| BluePath Capital Management, LLC | 5,016 | $64.9 萬 | 0.57% | +206+4.3% | 加碼 |
| Mission Wealth Management, LP | 4,879 | $65.0 萬 | 0.02% | −824−14.4% | 減碼 |
| North Star Investment Management Corp. | 4,886 | $65.1 萬 | 0.05% | −108−2.2% | 減碼 |
| Probity Advisors, Inc. | 4,888 | $65.1 萬 | 0.14% | −36−0.7% | 減碼 |
| Baader Bank INC | 4,909 | $65.2 萬 | 0.06% | +4,909 | 新進 |
| Schear Investment Advisers, LLC | 4,901 | $65.3 萬 | 0.63% | +29+0.6% | 加碼 |
| GAMMA Investing LLC | 4,525 | $65.3 萬 | 0.18% | +4,525 | 新進 |
| Waldron Private Wealth LLC | 4,910 | $65.4 萬 | 0.03% | +122+2.5% | 加碼 |
| Bank Ozk | 4,913 | $65.4 萬 | 0.32% | +2,001+68.7% | 加碼 |
| M&R Capital Management Inc | 4,913 | $65.4 萬 | 0.16% | +1,675+51.7% | 加碼 |
| Thrive Wealth Management, LLC | 4,939 | $65.8 萬 | 0.15% | −783−13.7% | 減碼 |
| Garrison Point Advisors, LLC | 4,960 | $66.0 萬 | 0.47% | 00.0% | 不變 |
| Worth Financial Advisory Group, LLC | 4,971 | $66.2 萬 | 0.53% | −599−10.8% | 減碼 |
| Financial Advisory Service, Inc. | 4,998 | $66.5 萬 | 0.06% | −131−2.6% | 減碼 |
| Siemens Fonds Invest GmbH | 4,999 | $66.6 萬 | 0.05% | +1,039+26.2% | 加碼 |
| Childress Capital Advisors, LLC | 5,001 | $66.6 萬 | 0.20% | −39−0.8% | 減碼 |
| Weaver Consulting Group | 5,022 | $66.9 萬 | 0.27% | −50−1.0% | 減碼 |
| Charter Trust Co | 5,051 | $67.2 萬 | 0.05% | −55−1.1% | 減碼 |
| Schnieders Capital Management LLC | 5,058 | $67.3 萬 | 0.15% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 5,076 | $67.6 萬 | 0.06% | +351+7.4% | 加碼 |
| Weatherly Asset Management L. P. | 5,080 | $67.6 萬 | 0.07% | −29−0.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 5,090 | $67.8 萬 | 0.01% | +2,775+119.9% | 加碼 |
| Linscomb & Williams, Inc. | 5,109 | $68.0 萬 | 0.04% | +20+0.4% | 加碼 |
| Mill Capital Management, LLC | 5,145 | $68.5 萬 | 0.06% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 5,164 | $68.7 萬 | 0.48% | +5,164 | 新進 |
| TrinityPoint Wealth, LLC | 5,170 | $68.8 萬 | 0.12% | +672+14.9% | 加碼 |
| Virtus ETF Advisers LLC | 5,172 | $68.9 萬 | 0.44% | −1,892−26.8% | 減碼 |
| Whitener Capital Management, Inc. | 5,199 | $69.2 萬 | 0.25% | +200+4.0% | 加碼 |
| Wealth Alliance | 5,201 | $69.2 萬 | 0.10% | +121+2.4% | 加碼 |
| Schechter Investment Advisors, LLC | 5,215 | $69.4 萬 | 0.06% | +3,416+189.9% | 加碼 |
| Citizens Financial Group Inc | 5,233 | $69.7 萬 | 0.02% | +785+17.6% | 加碼 |
| Beacon Investment Advisors LLC | 5,273 | $70.2 萬 | 0.45% | +216+4.3% | 加碼 |
| Nwam LLC | 5,286 | $70.4 萬 | 0.06% | −109−2.0% | 減碼 |
| Aurora Investment Counsel | 8,144 | $70.6 萬 | 0.46% | −3,777−31.7% | 減碼 |
| Full Sail Capital, LLC | 5,309 | $70.7 萬 | 0.05% | −832−13.5% | 減碼 |
| Campion Asset Management LLC | 5,354 | $71.3 萬 | 0.60% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 5,372 | $71.5 萬 | 0.10% | +5,372 | 新進 |
| Venturi Wealth Management, LLC | 5,442 | $72.5 萬 | 0.05% | +12+0.2% | 加碼 |
| Private Trust Co NA | 5,481 | $73.0 萬 | 0.09% | −269−4.7% | 減碼 |