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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 7,020 | $93.5 萬 | 0.53% | +5,100+265.6% | 加碼 |
| Fisher Asset Management, LLC | 7,012 | $93.4 萬 | 0.00% | −1,223−14.9% | 減碼 |
| Cladis Investment Advisory, LLC | 6,971 | $92.8 萬 | 0.73% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 6,958 | $92.6 萬 | 0.16% | +360+5.5% | 加碼 |
| Vista Investment Partners LLC | 6,952 | $92.6 萬 | 0.34% | +6,952 | 新進 |
| Atlas Capital Advisors LLC | 6,951 | $92.5 萬 | 0.13% | +1,130+19.4% | 加碼 |
| AMG National Trust Bank | 6,931 | $92.3 萬 | 0.03% | −502−6.8% | 減碼 |
| Summit Global Investments | 6,910 | $92.0 萬 | 0.06% | +6,910 | 新進 |
| Trustmark National Bank Trust Department | 6,900 | $91.9 萬 | 0.08% | −636−8.4% | 減碼 |
| Everpar Advisors LLC | 6,880 | $91.6 萬 | 0.43% | +6,880 | 新進 |
| Kingswood Wealth Advisors, LLC | 6,839 | $91.0 萬 | 0.10% | +1,602+30.6% | 加碼 |
| Chelsea Counsel Co | 6,835 | $91.0 萬 | 0.48% | −255−3.6% | 減碼 |
| 1st Source Bank | 6,791 | $90.4 萬 | 0.05% | −135−1.9% | 減碼 |
| Meeder Advisory Services, Inc. | 6,784 | $90.3 萬 | 0.10% | +416+6.5% | 加碼 |
| Balentine LLC | 6,778 | $90.2 萬 | 0.03% | +88+1.3% | 加碼 |
| Navalign, LLC | 6,767 | $90.1 萬 | 0.31% | −47−0.7% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 6,762 | $90.0 萬 | 0.03% | +6,762 | 新進 |
| MCF Advisors LLC | 6,731 | $89.6 萬 | 0.07% | +104+1.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 6,728 | $89.6 萬 | 0.03% | +120+1.8% | 加碼 |
| Retirement Investment Advisors, Inc. | 6,711 | $89.4 萬 | 0.13% | −6,791−50.3% | 減碼 |
| FCG Investment Co | 6,695 | $89.1 萬 | 0.87% | +6,695 | 新進 |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,694 | $89.1 萬 | 0.45% | −582−8.0% | 減碼 |
| First National Bank & Trust Co of Newtown | 6,679 | $88.9 萬 | 0.19% | −207−3.0% | 減碼 |
| Sigma Planning Corp | 6,645 | $88.5 萬 | 0.07% | −7,246−52.2% | 減碼 |
| Valley Brook Capital Group | 6,639 | $88.4 萬 | 0.77% | +212+3.3% | 加碼 |
| Welch & Forbes LLC | 6,625 | $88.2 萬 | 0.01% | −6,449−49.3% | 減碼 |
| Financial Sense Advisors, Inc. | 6,613 | $88.0 萬 | 0.33% | +6,613 | 新進 |
| Adviser Investments LLC | 6,589 | $87.7 萬 | 0.01% | +3,482+112.1% | 加碼 |
| V-Square Quantitative Management LLC | 6,586 | $87.7 萬 | 0.21% | +2,015+44.1% | 加碼 |
| Cidel Asset Management Inc | 6,571 | $87.5 萬 | 0.04% | +6,571 | 新進 |
| Coastal Investment Advisors, Inc. | 6,536 | $87.0 萬 | 0.20% | +2,535+63.4% | 加碼 |
| IFP Advisors, Inc | 6,523 | $86.8 萬 | 0.04% | −10−0.2% | 減碼 |
| Miller Investment Management, LP | 6,500 | $86.5 萬 | 0.12% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 6,495 | $86.5 萬 | 0.07% | +86+1.3% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,488 | $86.4 萬 | 0.17% | +385+6.3% | 加碼 |
| Aull & Monroe Investment Management Corp | 6,442 | $85.8 萬 | 0.42% | −385−5.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,430 | $85.7 萬 | 0.21% | +6,430 | 新進 |
| South Street Advisors LLC | 6,420 | $85.5 萬 | 0.16% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 6,405 | $85.3 萬 | 0.09% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 6,385 | $85.0 萬 | 0.06% | −375−5.5% | 減碼 |
| Johnson Financial Group, Inc. | 6,356 | $84.6 萬 | 0.05% | +354+5.9% | 加碼 |
| Hilltop Holdings Inc. | 6,354 | $84.6 萬 | 0.10% | +218+3.6% | 加碼 |
| Birmingham Capital Management Co Inc | 6,352 | $84.6 萬 | 0.33% | −30.0% | 減碼 |
| Mystic Asset Management, Inc. | 6,314 | $84.1 萬 | 0.40% | +380+6.4% | 加碼 |
| Fox Run Management, L.L.C. | 6,302 | $83.9 萬 | 0.21% | +6,302 | 新進 |
| Valmark Advisers, Inc. | 6,269 | $83.5 萬 | 0.02% | +128+2.1% | 加碼 |
| Jackson Square Capital, LLC | 6,263 | $83.4 萬 | 0.27% | +6,263 | 新進 |
| Castleark Management LLC | 6,260 | $83.3 萬 | 0.04% | +6,260 | 新進 |
| American Financial Group Inc | 6,250 | $83.2 萬 | 0.31% | 00.0% | 不變 |
| NEOS Investment Management LLC | 6,233 | $83.0 萬 | 0.08% | +1,743+38.8% | 加碼 |
| HighPoint Advisor Group LLC | 5,293 | $82.8 萬 | 0.06% | +5,293 | 新進 |
| Epoch Investment Partners, Inc. | 6,189 | $82.4 萬 | 0.00% | −20−0.3% | 減碼 |
| Camden Capital, LLC | 6,146 | $81.8 萬 | 0.08% | +6,146 | 新進 |
| CAPROCK Group, Inc. | 6,141 | $81.8 萬 | 0.05% | +153+2.6% | 加碼 |
| Westhampton Capital, LLC | 6,141 | $81.8 萬 | 0.49% | −542−8.1% | 減碼 |
| Sandy Spring Bank | 6,136 | $81.7 萬 | 0.04% | −74−1.2% | 減碼 |
| Rosenberg Matthew Hamilton | 6,118 | $81.5 萬 | 0.25% | +48+0.8% | 加碼 |
| Western Financial Corp | 6,115 | $81.4 萬 | 0.54% | −469−7.1% | 減碼 |
| Institutional & Family Asset Management, LLC | 6,113 | $81.4 萬 | 0.13% | 00.0% | 不變 |
| MONECO Advisors, LLC | 6,067 | $80.8 萬 | 0.15% | +393+6.9% | 加碼 |
| Peoples Financial Services Corp. | 6,060 | $80.7 萬 | 0.35% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 6,029 | $80.3 萬 | 0.08% | +535+9.7% | 加碼 |
| Heck Capital Advisors, LLC | 6,021 | $80.2 萬 | 0.13% | 00.0% | 不變 |
| Park Circle Co | 6,000 | $79.9 萬 | 0.77% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 5,980 | $79.6 萬 | 0.32% | −36−0.6% | 減碼 |
| Harbor Investment Advisory, LLC | 5,957 | $79.3 萬 | 0.09% | +23+0.4% | 加碼 |
| Bank of Hawaii | 5,943 | $79.1 萬 | 0.04% | −3,000−33.5% | 減碼 |
| Checchi Capital Advisers, LLC | 5,933 | $79.0 萬 | 0.06% | +15+0.3% | 加碼 |
| Allen Capital Group, LLC | 5,900 | $78.5 萬 | 0.13% | −80−1.3% | 減碼 |
| Busey Wealth Management | 5,890 | $78.4 萬 | 0.03% | +199+3.5% | 加碼 |
| Integrated Advisors Network LLC | 5,883 | $78.3 萬 | 0.04% | −47−0.8% | 減碼 |
| Aptus Capital Advisors, LLC | 5,876 | $78.2 萬 | 0.02% | −867−12.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,865 | $78.1 萬 | 0.35% | +224+4.0% | 加碼 |
| RSM US Wealth Management LLC | 5,836 | $77.7 萬 | 0.02% | +648+12.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,817 | $77.4 萬 | 0.12% | −26−0.4% | 減碼 |
| Retirement Group, LLC | 5,810 | $77.4 萬 | 0.31% | +10.0% | 加碼 |
| Trust Co of Toledo NA | 5,796 | $77.2 萬 | 0.13% | −144−2.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,793 | $77.1 萬 | 0.02% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 5,781 | $77.0 萬 | 0.10% | +2,584+80.8% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,758 | $76.7 萬 | 0.15% | +43+0.8% | 加碼 |
| Palisade Asset Management, LLC | 5,753 | $76.6 萬 | 0.08% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 5,731 | $76.3 萬 | 0.07% | +3,145+121.6% | 加碼 |
| Concentric Capital Strategies, LP | 5,723 | $76.2 萬 | 0.10% | +5,723 | 新進 |
| Farther Finance Advisors, LLC | 5,713 | $76.1 萬 | 0.05% | +1,241+27.8% | 加碼 |
| Hudson Valley Investment Advisors Inc | 5,679 | $76.0 萬 | 0.10% | −889−13.5% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $75.9 萬 | 0.15% | 00.0% | 不變 |
| Stegent Equity Advisors, Inc. | 5,702 | $75.9 萬 | 0.90% | −93−1.6% | 減碼 |
| Doheny Asset Management | 5,689 | $75.7 萬 | 0.74% | −100−1.7% | 減碼 |
| Jennison Associates LLC | 5,621 | $74.8 萬 | 0.00% | +738+15.1% | 加碼 |
| Massmutual Trust Co FSB | 5,602 | $74.6 萬 | 0.03% | −6,396−53.3% | 減碼 |
| Chicago Partners Investment Group LLC | 5,530 | $73.9 萬 | 0.03% | +21+0.4% | 加碼 |
| Essex Savings Bank | 5,547 | $73.9 萬 | 0.21% | +437+8.6% | 加碼 |
| Outfitter Financial LLC | 5,500 | $73.2 萬 | 0.64% | 00.0% | 不變 |
| Private Trust Co NA | 5,481 | $73.0 萬 | 0.09% | −269−4.7% | 減碼 |
| Venturi Wealth Management, LLC | 5,442 | $72.5 萬 | 0.05% | +12+0.2% | 加碼 |
| Atomi Financial Group, Inc. | 5,372 | $71.5 萬 | 0.10% | +5,372 | 新進 |
| Campion Asset Management LLC | 5,354 | $71.3 萬 | 0.60% | 00.0% | 不變 |
| Full Sail Capital, LLC | 5,309 | $70.7 萬 | 0.05% | −832−13.5% | 減碼 |
| Aurora Investment Counsel | 8,144 | $70.6 萬 | 0.46% | −3,777−31.7% | 減碼 |
| Nwam LLC | 5,286 | $70.4 萬 | 0.06% | −109−2.0% | 減碼 |