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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 13,925 | $185.4 萬 | 0.05% | −131−0.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,894 | $185.0 萬 | 0.08% | −190−1.3% | 減碼 |
| Valeo Financial Advisors, LLC | 13,885 | $184.9 萬 | 0.07% | −85−0.6% | 減碼 |
| Logan Capital Management Inc | 13,839 | $184.3 萬 | 0.09% | 00.0% | 不變 |
| Harvest Portfolios Group Inc. | 13,752 | $183.1 萬 | 0.08% | −1,452−9.6% | 減碼 |
| NewEdge Wealth, LLC | 13,644 | $181.7 萬 | 0.05% | −1,562−10.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 13,392 | $181.1 萬 | 0.07% | +401+3.1% | 加碼 |
| Quantinno Capital Management LP | 13,603 | $181.1 萬 | 0.06% | +2,512+22.6% | 加碼 |
| Fortem Financial Group, LLC | 13,512 | $179.9 萬 | 0.89% | +125+0.9% | 加碼 |
| Terry L. Blaker | 13,472 | $179.4 萬 | 0.15% | −505−3.6% | 減碼 |
| Evercore Wealth Management, LLC | 13,457 | $179.2 萬 | 0.03% | +172+1.3% | 加碼 |
| United Services Automobile Association | 13,320 | $177.3 萬 | 0.04% | +744+5.9% | 加碼 |
| Fruth Investment Management | 13,095 | $174.3 萬 | 0.49% | −100−0.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,078 | $174.1 萬 | 0.00% | +9,784+297.0% | 加碼 |
| Veriti Management LLC | 13,027 | $173.4 萬 | 0.16% | +1,768+15.7% | 加碼 |
| Haverford Trust Co | 12,999 | $173.1 萬 | 0.02% | −748−5.4% | 減碼 |
| Wetherby Asset Management Inc | 12,896 | $171.7 萬 | 0.09% | +366+2.9% | 加碼 |
| YHB Investment Advisors, Inc. | 12,814 | $170.6 萬 | 0.17% | +91+0.7% | 加碼 |
| IHT Wealth Management, LLC | 12,728 | $169.5 萬 | 0.08% | −2,826−18.2% | 減碼 |
| Smith, Moore & Co. | 12,720 | $169.4 萬 | 0.20% | +78+0.6% | 加碼 |
| Estate Counselors, LLC | 12,670 | $168.7 萬 | 0.21% | 00.0% | 不變 |
| Ieq Capital, LLC | 12,661 | $168.6 萬 | 0.03% | +2,124+20.2% | 加碼 |
| Ar Asset Management Inc | 12,600 | $167.8 萬 | 0.44% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 12,451 | $165.8 萬 | 0.10% | −15−0.1% | 減碼 |
| Atlas Private Wealth Management | 12,446 | $165.7 萬 | 0.78% | +373+3.1% | 加碼 |
| Bangor Savings Bank | 12,396 | $165.0 萬 | 0.18% | +219+1.8% | 加碼 |
| Cypress Point Wealth Management, LLC | 12,379 | $164.8 萬 | 1.22% | +12,379 | 新進 |
| Marion Wealth Management | 12,326 | $164.1 萬 | 0.52% | −165−1.3% | 減碼 |
| Paragon Capital Management LLC | 12,256 | $163.2 萬 | 0.93% | +115+0.9% | 加碼 |
| Shell Asset Management Co | 12,208 | $162.5 萬 | 0.08% | −3,087−20.2% | 減碼 |
| Paradigm Asset Management Co LLC | 12,200 | $162.4 萬 | 0.43% | −400−3.2% | 減碼 |
| Pathway Financial Advisers, LLC | 12,111 | $161.2 萬 | 0.61% | +209+1.8% | 加碼 |
| Squarepoint Ops LLC | 11,922 | $158.7 萬 | 0.01% | −165−1.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 11,920 | $158.7 萬 | 0.02% | −208−1.7% | 減碼 |
| 17 Capital Partners, LLC | 11,915 | $158.6 萬 | 1.46% | +11,915 | 新進 |
| Redwood Investment Management, LLC | 11,907 | $158.5 萬 | 0.14% | −1,358−10.2% | 減碼 |
| Islay Capital Management, LLC | 11,722 | $156.1 萬 | 1.23% | +941+8.7% | 加碼 |
| Savant Capital, LLC | 11,673 | $155.4 萬 | 0.02% | +1,296+12.5% | 加碼 |
| Exeter Financial, LLC | 11,650 | $155.2 萬 | 0.75% | −875−7.0% | 減碼 |
| Wealthspire Advisors, LLC | 11,558 | $153.9 萬 | 0.02% | +1,212+11.7% | 加碼 |
| FJ Investments, LLC | 11,534 | $153.6 萬 | 0.07% | +11,534 | 新進 |
| Bragg Financial Advisors, Inc | 11,483 | $152.9 萬 | 0.07% | 00.0% | 不變 |
| Parallel Advisors, LLC | 11,443 | $152.4 萬 | 0.05% | −1,331−10.4% | 減碼 |
| Pacific Global Investment Management CO | 11,269 | $150.0 萬 | 0.31% | +2,410+27.2% | 加碼 |
| Diversified Trust Co | 11,257 | $149.9 萬 | 0.05% | +162+1.5% | 加碼 |
| Ostrum Asset Management | 11,251 | $149.8 萬 | 0.13% | +48+0.4% | 加碼 |
| Fiduciary Trust Co | 11,240 | $149.6 萬 | 0.03% | −3,173−22.0% | 減碼 |
| Armor Investment Advisors, LLC | 11,165 | $148.7 萬 | 0.79% | −50.0% | 減碼 |
| Guardian Wealth Management, Inc. | 11,165 | $148.7 萬 | 1.26% | −549−4.7% | 減碼 |
| Adirondack Trust Co | 10,402 | $148.2 萬 | 0.64% | −190−1.8% | 減碼 |
| AlphaStar Capital Management, LLC | 11,123 | $148.1 萬 | 0.14% | −2,757−19.9% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,109 | $147.9 萬 | 0.58% | −40−0.4% | 減碼 |
| Financial Advocates Investment Management | 11,059 | $147.2 萬 | 0.10% | +691+6.7% | 加碼 |
| Eisler Capital (UK) Ltd. | 11,045 | $147.1 萬 | 0.13% | +1,183+12.0% | 加碼 |
| WCG Wealth Advisors LLC | 10,874 | $144.8 萬 | 0.11% | −2,534−18.9% | 減碼 |
| Spire Wealth Management | 11,189 | $144.4 萬 | 0.05% | −639−5.4% | 減碼 |
| BBR Partners, LLC | 10,803 | $143.8 萬 | 0.15% | −12−0.1% | 減碼 |
| Regal Investment Advisors LLC | 10,748 | $143.1 萬 | 0.11% | −492−4.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 10,726 | $142.8 萬 | 0.12% | 00.0% | 不變 |
| Scotia Capital Inc. | 10,671 | $142.1 萬 | 0.01% | −2,157−16.8% | 減碼 |
| RFG Advisory, LLC | 10,655 | $141.9 萬 | 0.06% | −148−1.4% | 減碼 |
| Cowa, LLC | 10,651 | $141.8 萬 | 0.88% | −344−3.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 10,632 | $141.5 萬 | 0.02% | −527−4.7% | 減碼 |
| Tower Bridge Advisors | 10,612 | $141.3 萬 | 0.12% | −300−2.7% | 減碼 |
| Jeppson Wealth Management, LLC | 10,597 | $141.1 萬 | 0.58% | −50−0.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 10,553 | $140.5 萬 | 0.08% | +4,901+86.7% | 加碼 |
| Greenleaf Trust | 10,524 | $140.1 萬 | 0.02% | +675+6.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 10,516 | $140.0 萬 | 0.07% | +10,516 | 新進 |
| Barry Investment Advisors, LLC | 10,505 | $139.9 萬 | 0.47% | −317−2.9% | 減碼 |
| Apollon Wealth Management, LLC | 10,500 | $139.8 萬 | 0.05% | +2,028+23.9% | 加碼 |
| Pavion Blue Capital, LLC | 10,492 | $139.7 萬 | 0.77% | −33−0.3% | 減碼 |
| Resources Management Corp | 10,487 | $139.6 萬 | 0.21% | −368−3.4% | 減碼 |
| South State Corp. | 10,474 | $139.5 萬 | 0.12% | −6−0.1% | 減碼 |
| Investment Management Corp of Ontario | 10,401 | $138.5 萬 | 0.03% | +10,401 | 新進 |
| Searle & Co. | 10,383 | $138.2 萬 | 0.38% | +2,212+27.1% | 加碼 |
| Boston Private Wealth LLC | 10,311 | $137.3 萬 | 0.03% | +1,294+14.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,290 | $137.0 萬 | 0.03% | −885−7.9% | 減碼 |
| Steward Partners Investment Solutions, LLC | 10,284 | $136.9 萬 | 0.57% | +10,284 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 10,240 | $136.3 萬 | 0.13% | +10,240 | 新進 |
| Focus Financial Network Inc | 10,234 | $136.2 萬 | 0.05% | +10,234 | 新進 |
| Rowland & Co Investment Counsel | 10,196 | $135.8 萬 | 0.31% | +350+3.6% | 加碼 |
| Signaturefd, LLC | 10,181 | $135.5 萬 | 0.03% | +694+7.3% | 加碼 |
| Laird Norton Trust Company, LLC | 10,117 | $134.7 萬 | 0.16% | +10,117 | 新進 |
| Fairfield, Bush & Co. | 10,081 | $134.2 萬 | 0.79% | −748−6.9% | 減碼 |
| Boston Trust Walden Corp | 10,026 | $133.5 萬 | 0.01% | −1,550−13.4% | 減碼 |
| Aquila Investment Management LLC | 10,000 | $133.1 萬 | 1.15% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 9,977 | $132.8 萬 | 0.12% | −1,350−11.9% | 減碼 |
| Axxcess Wealth Management, LLC | 9,799 | $130.5 萬 | 0.04% | −3,251−24.9% | 減碼 |
| Lee Danner & Bass Inc | 9,776 | $130.2 萬 | 0.11% | −570−5.5% | 減碼 |
| Energy Income Partners, LLC | 9,778 | $130.2 萬 | 0.03% | +5,987+157.9% | 加碼 |
| Gateway Investment Advisers LLC | 9,771 | $130.1 萬 | 0.02% | +2,303+30.8% | 加碼 |
| Csenge Advisory Group | 9,730 | $129.5 萬 | 0.08% | −369−3.7% | 減碼 |
| JBR Co Financial Management Inc | 9,565 | $127.3 萬 | 1.20% | +9,565 | 新進 |
| Ramirez Asset Management, Inc. | 9,562 | $127.3 萬 | 0.26% | +2,188+29.7% | 加碼 |
| Moloney Securities Asset Management, LLC | 9,533 | $126.9 萬 | 0.20% | +716+8.1% | 加碼 |
| Strategic Advisors LLC | 9,529 | $126.9 萬 | 0.24% | +120+1.3% | 加碼 |
| Peapack Gladstone Financial Corp | 9,525 | $126.8 萬 | 0.02% | +242+2.6% | 加碼 |
| J. W. Coons Advisors, LLC | 9,478 | $126.2 萬 | 0.34% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 9,374 | $124.8 萬 | 0.11% | +4,861+107.7% | 加碼 |
| Veracity Capital LLC | 9,369 | $124.7 萬 | 0.50% | −1,579−14.4% | 減碼 |