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 2,108 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。
2024 年第 1 季 13F 持有人
Phillips 66 在 2024/3/31 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
- 1,878
- 較 2023 年第 4 季 +107 家
- 持有股數
- 3.21 億
- 較 2023 年第 4 季 −699.1 萬 (−2.1%)
- 總市值
- $522.3 億
- 較 2023 年第 4 季 +$85.4 億 (+19.5%)
- 新進機構
- 208
- 另有 620 家加碼
- 清倉機構
- 101
- 另有 751 家減碼
另有 21 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 | 2,108 | $535.4 億 |
| 2026 年第 1 季 | 2,131 | $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 | 1,795 | $379.0 億 |
| 2024 年第 4 季 | 1,781 | $349.2 億 |
| 2024 年第 3 季 | 1,774 | $398.4 億 |
| 2024 年第 2 季 | 1,786 | $442.0 億 |
| 2024 年第 1 季 | 1,878 | $522.3 億 |
| 2023 年第 4 季 | 1,792 | $437.3 億 |
| 2023 年第 3 季 | 1,663 | $385.1 億 |
| 2023 年第 2 季 | 1,541 | $308.8 億 |
| 2023 年第 1 季 | 1,572 | $334.1 億 |
| 2022 年第 4 季 | 1,574 | $351.1 億 |
| 2022 年第 3 季 | 1,418 | $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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 7,454 | $121.8 萬 | 0.02% | +326+4.6% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 7,464 | $121.9 萬 | 0.29% | +84+1.1% | 加碼 |
| CFO4Life Group, LLC | 7,470 | $122.0 萬 | 0.22% | −1,116−13.0% | 減碼 |
| David Loasby | 7,394 | $122.3 萬 | 0.12% | −354−4.6% | 減碼 |
| Bridge Creek Capital Management LLC | 7,509 | $122.7 萬 | 0.39% | −182−2.4% | 減碼 |
| Aristotle Capital Management, LLC | 7,543 | $123.2 萬 | 0.00% | −5,675,410−99.9% | 減碼 |
| Peoples Bank | 7,554 | $123.4 萬 | 0.69% | −116−1.5% | 減碼 |
| Jefferies Financial Group Inc. | 7,560 | $123.5 萬 | 0.02% | −72,100−90.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 7,569 | $123.6 萬 | 0.13% | −110−1.4% | 減碼 |
| Edge Capital Group, LLC | 7,605 | $124.2 萬 | 0.06% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 7,623 | $124.5 萬 | 0.05% | +4,033+112.3% | 加碼 |
| Walleye Trading LLC | 7,623 | $124.5 萬 | 0.02% | +7,623 | 新進 |
| WESPAC Advisors, LLC | 7,631 | $124.6 萬 | 0.73% | −209−2.7% | 減碼 |
| Lokken Investment Group LLC | 7,631 | $124.6 萬 | 0.62% | +611+8.7% | 加碼 |
| SpiderRock Advisors, LLC | 7,955 | $124.7 萬 | 0.04% | +7,955 | 新進 |
| Private Capital Management, LLC | 7,676 | $125.4 萬 | 0.14% | +6+0.1% | 加碼 |
| Mather Group, LLC. | 9,444 | $125.7 萬 | 0.02% | −5,787−38.0% | 減碼 |
| Dynasty Wealth Management, LLC | 7,710 | $125.9 萬 | 0.04% | +7,710 | 新進 |
| Bull Street Advisors, LLC | 7,731 | $126.3 萬 | 0.60% | 00.0% | 不變 |
| Jennison Associates LLC | 7,736 | $126.4 萬 | 0.00% | +2,115+37.6% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 7,775 | $127.0 萬 | 0.85% | +350+4.7% | 加碼 |
| Jupiter Wealth Management LLC | 8,650 | $127.1 萬 | 0.67% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 7,797 | $127.4 萬 | 0.08% | −673−7.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,819 | $127.7 萬 | 0.08% | +7+0.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 7,839 | $128.0 萬 | 0.10% | −571−6.8% | 減碼 |
| Meeder Asset Management Inc | 7,855 | $128.3 萬 | 0.08% | +7,855 | 新進 |
| Lakeview Capital Partners, LLC | 7,879 | $128.7 萬 | 0.21% | −313−3.8% | 減碼 |
| Forum Financial Management, LP | 7,897 | $129.0 萬 | 0.02% | +239+3.1% | 加碼 |
| Westmount Partners, LLC | 7,938 | $129.7 萬 | 0.47% | −58−0.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 7,965 | $130.1 萬 | 0.16% | −799−9.1% | 減碼 |
| Institute for Wealth Management, LLC. | 8,041 | $131.3 萬 | 0.17% | +774+10.7% | 加碼 |
| Fiduciary Group LLC | 8,052 | $131.5 萬 | 0.14% | −8−0.1% | 減碼 |
| Capital Advisors Wealth Management, LLC | 8,075 | $131.9 萬 | 0.27% | −44−0.5% | 減碼 |
| AlphaStar Capital Management, LLC | 8,108 | $132.4 萬 | 0.14% | −3,015−27.1% | 減碼 |
| Baker Ellis Asset Management LLC | 8,173 | $133.5 萬 | 0.20% | −16−0.2% | 減碼 |
| NVWM, LLC | 8,183 | $133.7 萬 | 0.37% | −103−1.2% | 減碼 |
| AIA Group Ltd | 8,200 | $133.9 萬 | 0.04% | +8,200 | 新進 |
| Covenant Partners, LLC | 8,218 | $134.2 萬 | 0.39% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 8,284 | $135.3 萬 | 0.12% | +120+1.5% | 加碼 |
| EP Wealth Advisors, LLC | 8,286 | $135.3 萬 | 0.02% | +1,162+16.3% | 加碼 |
| Vista Investment Partners LLC | 8,317 | $135.8 萬 | 0.47% | +1,365+19.6% | 加碼 |
| Old National Bancorp | 8,344 | $136.3 萬 | 0.03% | −480−5.4% | 減碼 |
| Csenge Advisory Group | 8,348 | $136.4 萬 | 0.08% | −1,382−14.2% | 減碼 |
| Demars Financial Group, LLC | 8,392 | $137.1 萬 | 0.68% | −418−4.7% | 減碼 |
| M&R Capital Management Inc | 8,413 | $137.4 萬 | 0.34% | +3,500+71.2% | 加碼 |
| Wahed Invest LLC | 8,416 | $137.5 萬 | 0.31% | +931+12.4% | 加碼 |
| Maven Securities LTD | 8,416 | $137.5 萬 | 0.08% | +8,416 | 新進 |
| USA Financial Portformulas Corp | 8,429 | $137.7 萬 | 0.22% | +1,471+21.1% | 加碼 |
| Argent Trust Co | 8,453 | $138.1 萬 | 0.06% | −95−1.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 8,535 | $139.4 萬 | 0.13% | −2,191−20.4% | 減碼 |
| Mutual Advisors, LLC | 8,549 | $139.6 萬 | 0.04% | +508+6.3% | 加碼 |
| Intrua Financial, LLC | 8,553 | $139.7 萬 | 0.22% | −245−2.8% | 減碼 |
| AE Wealth Management LLC | 8,576 | $140.1 萬 | 0.02% | −49,442−85.2% | 減碼 |
| Simplicity Wealth,LLC | 8,623 | $140.9 萬 | 0.03% | +8,623 | 新進 |
| Bleakley Financial Group, LLC | 8,649 | $141.3 萬 | 0.04% | +407+4.9% | 加碼 |
| Belpointe Asset Management LLC | 8,743 | $142.8 萬 | 0.11% | −1,234−12.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 8,765 | $143.2 萬 | 0.22% | −768−8.1% | 減碼 |
| Great Lakes Retirement, Inc. | 8,807 | $143.8 萬 | 0.21% | −19−0.2% | 減碼 |
| Chelsea Counsel Co | 8,835 | $144.3 萬 | 0.82% | +2,000+29.3% | 加碼 |
| Twin Capital Management Inc | 8,845 | $144.5 萬 | 0.18% | +45+0.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 8,874 | $144.9 萬 | 0.10% | 00.0% | 不變 |
| Karpas Strategies, LLC | 8,903 | $145.4 萬 | 0.45% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 8,960 | $146.4 萬 | 0.12% | +2,060+29.9% | 加碼 |
| BayBridge Capital Group, LLC | 9,331 | $146.5 萬 | 1.28% | +208+2.3% | 加碼 |
| Patten Group, Inc. | 8,979 | $146.7 萬 | 0.36% | −148−1.6% | 減碼 |
| Agf Management Ltd | 8,982 | $146.7 萬 | 0.01% | −21,821−70.8% | 減碼 |
| Imprint Wealth LLC | 9,080 | $148.3 萬 | 0.36% | +129+1.4% | 加碼 |
| FCG Investment Co | 9,122 | $149.0 萬 | 1.19% | +2,427+36.3% | 加碼 |
| Shell Asset Management Co | 10,599 | $149.6 萬 | 0.07% | −1,609−13.2% | 減碼 |
| Parcion Private Wealth LLC | 9,218 | $150.6 萬 | 0.13% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9,227 | $150.7 萬 | 0.04% | −42,247−82.1% | 減碼 |
| Cohen & Steers, Inc. | 9,241 | $150.9 萬 | 0.00% | −63,597−87.3% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 9,271 | $151.4 萬 | 0.35% | +1,000+12.1% | 加碼 |
| Jacobi Capital Management LLC | 9,295 | $151.8 萬 | 0.14% | +32+0.3% | 加碼 |
| Wimmer Associates 1, LLC | 9,310 | $152.1 萬 | 0.80% | +5+0.1% | 加碼 |
| Peapack Gladstone Financial Corp | 9,307 | $152.1 萬 | 0.02% | −218−2.3% | 減碼 |
| Strategic Advisors LLC | 9,316 | $152.2 萬 | 0.30% | −213−2.2% | 減碼 |
| Fairfield, Bush & Co. | 9,333 | $152.4 萬 | 0.90% | −748−7.4% | 減碼 |
| Boston Trust Walden Corp | 9,343 | $152.6 萬 | 0.01% | −683−6.8% | 減碼 |
| Equitable Holdings, Inc. | 9,356 | $152.8 萬 | 0.02% | +625+7.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,380 | $153.2 萬 | 0.07% | +977+11.6% | 加碼 |
| Verdence Capital Advisors LLC | 9,389 | $153.4 萬 | 0.14% | +659+7.5% | 加碼 |
| Delta Financial Advisors LLC | 9,395 | $153.5 萬 | 0.61% | +311+3.4% | 加碼 |
| JBR Co Financial Management Inc | 9,435 | $154.1 萬 | 1.23% | −130−1.4% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,437 | $154.2 萬 | 0.07% | +1,256+15.4% | 加碼 |
| Umpqua Bank | 9,439 | $154.2 萬 | 0.63% | +9,439 | 新進 |
| J. W. Coons Advisors, LLC | 9,478 | $154.8 萬 | 0.35% | 00.0% | 不變 |
| Two Sigma Investments, LP | 9,500 | $155.2 萬 | 0.00% | −5,000−34.5% | 減碼 |
| Buckingham Strategic Partners | 9,556 | $156.1 萬 | 0.05% | +7,900+477.1% | 加碼 |
| Ramirez Asset Management, Inc. | 9,562 | $156.2 萬 | 0.32% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 9,578 | $156.4 萬 | 0.15% | −2,329−19.6% | 減碼 |
| Signaturefd, LLC | 9,589 | $156.6 萬 | 0.03% | −592−5.8% | 減碼 |
| Cornerstone Advisors, LLC | 9,600 | $156.8 萬 | 0.06% | +1,100+12.9% | 加碼 |
| Alta Capital Management LLC | 9,607 | $156.9 萬 | 0.10% | −28,829−75.0% | 減碼 |
| Cowa, LLC | 9,641 | $157.6 萬 | 0.93% | −1,010−9.5% | 減碼 |
| Integrated Wealth Concepts LLC | 9,672 | $158.0 萬 | 0.02% | +410+4.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 9,731 | $158.9 萬 | 0.06% | −785−7.5% | 減碼 |
| Caldwell Trust Co | 9,887 | $161.5 萬 | 0.19% | +1,075+12.2% | 加碼 |
| Harvest Portfolios Group Inc. | 9,895 | $161.6 萬 | 0.06% | −3,857−28.0% | 減碼 |
| First National Bank of Omaha | 13,123 | $162.0 萬 | 0.11% | −25,955−66.4% | 減碼 |