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 |
|---|---|---|---|---|---|
| Columbia Trust Co 01012016 | 9,354 | $124.5 萬 | 0.56% | +599+6.8% | 加碼 |
| GTS Securities LLC | 9,327 | $124.2 萬 | 0.03% | +9,327 | 新進 |
| Wimmer Associates 1, LLC | 9,305 | $123.9 萬 | 0.70% | +531+6.1% | 加碼 |
| First National Trust Co | 9,274 | $123.5 萬 | 0.05% | +209+2.3% | 加碼 |
| Jacobi Capital Management LLC | 9,263 | $123.3 萬 | 0.13% | +21+0.2% | 加碼 |
| Integrated Wealth Concepts LLC | 9,262 | $123.3 萬 | 0.02% | −743−7.4% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 9,173 | $122.8 萬 | 0.41% | −1,359−12.9% | 減碼 |
| Parcion Private Wealth LLC | 9,218 | $122.7 萬 | 0.11% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 9,135 | $121.6 萬 | 0.27% | 00.0% | 不變 |
| Patten Group, Inc. | 9,127 | $121.5 萬 | 0.33% | 00.0% | 不變 |
| BayBridge Capital Group, LLC | 9,123 | $121.2 萬 | 1.12% | +9,123 | 新進 |
| Delta Financial Advisors LLC | 9,084 | $120.9 萬 | 0.52% | +10.0% | 加碼 |
| Cannell Peter B & Co Inc | 9,055 | $120.6 萬 | 0.04% | 00.0% | 不變 |
| Imprint Wealth LLC | 8,951 | $119.2 萬 | 0.96% | +27+0.3% | 加碼 |
| Karpas Strategies, LLC | 8,903 | $118.5 萬 | 0.39% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 8,764 | $118.5 萬 | 0.15% | −20−0.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 8,874 | $118.1 萬 | 0.09% | −555−5.9% | 減碼 |
| Great Lakes Retirement, Inc. | 8,826 | $117.5 萬 | 0.19% | +8,826 | 新進 |
| Old National Bancorp | 8,824 | $117.5 萬 | 0.03% | +1,957+28.5% | 加碼 |
| Caldwell Trust Co | 8,812 | $117.3 萬 | 0.15% | +2,742+45.2% | 加碼 |
| Demars Financial Group, LLC | 8,810 | $117.3 萬 | 0.63% | −13,249−60.1% | 減碼 |
| Twin Capital Management Inc | 8,800 | $117.2 萬 | 0.15% | −4,600−34.3% | 減碼 |
| Intrua Financial, LLC | 8,798 | $117.1 萬 | 0.18% | −121−1.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,776 | $116.9 萬 | 0.08% | −320−3.5% | 減碼 |
| Equitable Holdings, Inc. | 8,731 | $116.2 萬 | 0.01% | +758+9.5% | 加碼 |
| Verdence Capital Advisors LLC | 8,730 | $116.2 萬 | 0.11% | +30.0% | 加碼 |
| Jupiter Wealth Management LLC | 8,650 | $115.2 萬 | 0.68% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 8,642 | $115.1 萬 | 0.05% | +445+5.4% | 加碼 |
| CFO4Life Group, LLC | 8,586 | $114.3 萬 | 0.22% | −134−1.5% | 減碼 |
| Rathbone Brothers plc | 8,568 | $114.1 萬 | 0.01% | 00.0% | 不變 |
| Argent Trust Co | 8,548 | $113.8 萬 | 0.06% | +409+5.0% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 8,512 | $113.3 萬 | 0.39% | 00.0% | 不變 |
| Cornerstone Advisors, LLC | 8,500 | $113.2 萬 | 0.05% | −400−4.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 8,470 | $112.8 萬 | 0.08% | +1,160+15.9% | 加碼 |
| Investors Research Corp | 8,434 | $112.3 萬 | 0.27% | +194+2.4% | 加碼 |
| Greylin Investment Mangement Inc | 8,421 | $112.1 萬 | 0.19% | −650−7.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 8,410 | $112.0 萬 | 0.09% | −1,234−12.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,403 | $111.9 萬 | 0.06% | −555−6.2% | 減碼 |
| Laurion Capital Management LP | 8,331 | $110.9 萬 | 0.04% | +8,331 | 新進 |
| EHP Funds Inc. | 8,300 | $110.5 萬 | 0.55% | −3,300−28.4% | 減碼 |
| NVWM, LLC | 8,286 | $110.3 萬 | 0.33% | +75+0.9% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 8,271 | $110.1 萬 | 0.29% | −200−2.4% | 減碼 |
| Sawtooth Solutions, LLC | 8,242 | $109.7 萬 | 0.03% | +362+4.6% | 加碼 |
| Bleakley Financial Group, LLC | 8,242 | $109.7 萬 | 0.03% | +362+4.6% | 加碼 |
| Covenant Partners, LLC | 8,218 | $109.4 萬 | 0.35% | −805−8.9% | 減碼 |
| Impact Partnership Wealth, LLC | 8,197 | $109.1 萬 | 0.40% | +251+3.2% | 加碼 |
| Lakeview Capital Partners, LLC | 8,192 | $109.1 萬 | 0.19% | +2,050+33.4% | 加碼 |
| Baker Ellis Asset Management LLC | 8,189 | $109.0 萬 | 0.17% | 00.0% | 不變 |
| Point72 Europe (London) LLP | 8,187 | $109.0 萬 | 0.14% | +8,187 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,181 | $108.9 萬 | 0.07% | +128+1.6% | 加碼 |
| Brevan Howard Capital Management LP | 8,164 | $108.7 萬 | 0.11% | +8,164 | 新進 |
| Capital Advisors Wealth Management, LLC | 8,119 | $108.1 萬 | 0.25% | −120−1.5% | 減碼 |
| Basepoint Wealth LLC | 8,082 | $107.6 萬 | 0.86% | −1,008−11.1% | 減碼 |
| Fiduciary Group LLC | 8,060 | $107.3 萬 | 0.13% | +10.0% | 加碼 |
| True North Advisors, LLC | 8,044 | $107.1 萬 | 0.28% | −21−0.3% | 減碼 |
| Mutual Advisors, LLC | 8,041 | $107.1 萬 | 0.04% | −384−4.6% | 減碼 |
| Westmount Partners, LLC | 7,996 | $106.5 萬 | 0.43% | −8−0.1% | 減碼 |
| Secured Retirement Advisors, LLC | 7,917 | $105.4 萬 | 1.01% | +7,917 | 新進 |
| Colony Group, LLC | 7,913 | $105.4 萬 | 0.01% | +7,913 | 新進 |
| David Loasby | 7,748 | $104.8 萬 | 0.11% | +234+3.1% | 加碼 |
| WESPAC Advisors, LLC | 7,840 | $104.4 萬 | 0.72% | −232−2.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,812 | $104.0 萬 | 0.07% | +9+0.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,756 | $103.3 萬 | 0.04% | +6,757+676.4% | 加碼 |
| Clearstead Advisors, LLC | 7,745 | $103.1 萬 | 0.05% | +1,280+19.8% | 加碼 |
| Cullinan Associates Inc | 7,739 | $103.0 萬 | 0.06% | 00.0% | 不變 |
| Park Place Capital Corp | 7,733 | $103.0 萬 | 0.41% | +161+2.1% | 加碼 |
| Bull Street Advisors, LLC | 7,731 | $102.9 萬 | 0.52% | 00.0% | 不變 |
| Bridge Creek Capital Management LLC | 7,691 | $102.4 萬 | 0.36% | 00.0% | 不變 |
| Mairs & Power Inc | 7,680 | $102.3 萬 | 0.01% | +10.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,679 | $102.2 萬 | 0.12% | +45+0.6% | 加碼 |
| Peoples Bank | 7,670 | $102.1 萬 | 0.60% | −125−1.6% | 減碼 |
| Private Capital Management, LLC | 7,670 | $102.1 萬 | 0.12% | −33−0.4% | 減碼 |
| Forum Financial Management, LP | 7,658 | $102.0 萬 | 0.02% | −1,181−13.4% | 減碼 |
| Edge Capital Group, LLC | 7,605 | $101.3 萬 | 0.06% | +167+2.2% | 加碼 |
| Castlekeep Investment Advisors LLC | 7,556 | $100.6 萬 | 0.71% | +7,556 | 新進 |
| Wahed Invest LLC | 7,485 | $99.7 萬 | 0.28% | +140+1.9% | 加碼 |
| Red Cedar Investment Management, LLC | 7,448 | $99.2 萬 | 0.14% | +7,448 | 新進 |
| WealthTrust Axiom LLC | 7,445 | $99.1 萬 | 0.33% | −195−2.6% | 減碼 |
| Inscription Capital, LLC | 7,444 | $99.1 萬 | 0.27% | −5,611−43.0% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 7,425 | $98.9 萬 | 0.71% | +500+7.2% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,380 | $98.3 萬 | 0.26% | +21+0.3% | 加碼 |
| Nikko Asset Management Americas, Inc. | 7,340 | $97.7 萬 | 0.01% | −402−5.2% | 減碼 |
| Lake Street Financial LLC | 7,323 | $97.5 萬 | 0.15% | +7,323 | 新進 |
| FineMark National Bank & Trust | 7,321 | $97.5 萬 | 0.04% | −136−1.8% | 減碼 |
| Hunter Associates Investment Management LLC | 7,313 | $97.3 萬 | 0.18% | +10.0% | 加碼 |
| Creekmur Asset Management LLC | 7,289 | $97.0 萬 | 0.30% | +7,289 | 新進 |
| Institute for Wealth Management, LLC. | 7,267 | $96.7 萬 | 0.16% | −54−0.7% | 減碼 |
| We Are One Seven, LLC | 7,236 | $96.3 萬 | 0.06% | −351−4.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 7,234 | $96.3 萬 | 0.06% | +2,895+66.7% | 加碼 |
| Engineers Gate Manager LP | 7,228 | $96.2 萬 | 0.03% | −53,796−88.2% | 減碼 |
| Ameritas Advisory Services, LLC | 6,797 | $96.1 萬 | 0.05% | +730+12.0% | 加碼 |
| Horizon Investments, LLC | 7,208 | $96.0 萬 | 0.03% | +796+12.4% | 加碼 |
| Glenview Trust Co | 7,185 | $95.7 萬 | 0.02% | −159−2.2% | 減碼 |
| Dearborn Partners LLC | 7,160 | $95.3 萬 | 0.03% | −81−1.1% | 減碼 |
| Connecticut Wealth Management, LLC | 7,150 | $95.2 萬 | 0.05% | −2,248−23.9% | 減碼 |
| Verition Fund Management LLC | 7,140 | $95.1 萬 | 0.01% | −4,128−36.6% | 減碼 |
| Bradley Foster & Sargent Inc | 7,128 | $94.9 萬 | 0.02% | −144−2.0% | 減碼 |
| EP Wealth Advisors, LLC | 7,124 | $94.8 萬 | 0.01% | −327−4.4% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $94.3 萬 | 0.25% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 7,056 | $93.9 萬 | 0.16% | −7,611−51.9% | 減碼 |