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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 9,966 | $162.8 萬 | 0.12% | +592+6.3% | 加碼 |
| VisionPoint Advisory Group, LLC | 9,985 | $163.1 萬 | 0.59% | −8,258−45.3% | 減碼 |
| Aquila Investment Management LLC | 10,000 | $163.3 萬 | 1.39% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 10,066 | $164.4 萬 | 0.08% | −487−4.6% | 減碼 |
| Pavion Blue Capital, LLC | 10,087 | $164.8 萬 | 0.82% | −405−3.9% | 減碼 |
| Cullinan Associates Inc | 10,139 | $165.6 萬 | 0.09% | +2,400+31.0% | 加碼 |
| Tyche Wealth Partners LLC | 10,148 | $165.8 萬 | 0.41% | −5,572−35.4% | 減碼 |
| Steward Partners Investment Solutions, LLC | 10,170 | $166.1 萬 | 0.28% | −114−1.1% | 減碼 |
| Ingalls & Snyder LLC | 10,180 | $166.3 萬 | 0.07% | −5,655−35.7% | 減碼 |
| Adirondack Trust Co | 10,202 | $166.6 萬 | 0.70% | −200−1.9% | 減碼 |
| Horizon Investments, LLC | 10,321 | $168.6 萬 | 0.04% | +3,113+43.2% | 加碼 |
| Quarry LP | 10,329 | $168.7 萬 | 0.69% | +6,578+175.4% | 加碼 |
| Searle & Co. | 10,383 | $169.6 萬 | 0.43% | 00.0% | 不變 |
| RFG Advisory, LLC | 10,396 | $169.8 萬 | 0.06% | −259−2.4% | 減碼 |
| Jeppson Wealth Management, LLC | 10,417 | $170.2 萬 | 0.66% | −180−1.7% | 減碼 |
| Scotia Capital Inc. | 10,428 | $170.3 萬 | 0.01% | −243−2.3% | 減碼 |
| Resources Management Corp | 10,437 | $170.5 萬 | 0.25% | −50−0.5% | 減碼 |
| Regal Investment Advisors LLC | 10,513 | $171.7 萬 | 0.12% | −235−2.2% | 減碼 |
| Barry Investment Advisors, LLC | 10,550 | $172.3 萬 | 0.57% | +45+0.4% | 加碼 |
| South State Corp. | 10,582 | $172.8 萬 | 0.13% | +108+1.0% | 加碼 |
| Tower Bridge Advisors | 10,612 | $173.3 萬 | 0.18% | 00.0% | 不變 |
| First National Trust Co | 10,741 | $175.4 萬 | 0.07% | +1,467+15.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 10,758 | $175.7 萬 | 0.09% | +3,524+48.7% | 加碼 |
| Greenleaf Trust | 10,762 | $175.8 萬 | 0.02% | +238+2.3% | 加碼 |
| NEOS Investment Management LLC | 10,826 | $176.8 萬 | 0.11% | +4,593+73.7% | 加碼 |
| Guardian Wealth Management, Inc. | 10,846 | $177.2 萬 | 1.36% | −319−2.9% | 減碼 |
| Venturi Wealth Management, LLC | 10,947 | $178.8 萬 | 0.11% | +5,505+101.2% | 加碼 |
| Armor Investment Advisors, LLC | 11,035 | $180.2 萬 | 0.87% | −130−1.2% | 減碼 |
| Fiduciary Trust Co | 11,050 | $180.5 萬 | 0.03% | −190−1.7% | 減碼 |
| Rowland & Co Investment Counsel | 11,096 | $181.2 萬 | 0.38% | +900+8.8% | 加碼 |
| Counterweight Ventures, LLC | 11,108 | $181.4 萬 | 1.46% | +8,798+380.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 11,109 | $181.5 萬 | 0.65% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 11,178 | $182.6 萬 | 0.04% | +9,055+426.5% | 加碼 |
| Ostrum Asset Management | 11,251 | $183.8 萬 | 0.15% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 11,310 | $184.7 萬 | 0.03% | +1,020+9.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 11,339 | $185.2 萬 | 0.06% | +6,595+139.0% | 加碼 |
| Bragg Financial Advisors, Inc | 11,353 | $185.4 萬 | 0.08% | −130−1.1% | 減碼 |
| Wealthspire Advisors, LLC | 11,368 | $185.7 萬 | 0.02% | −190−1.6% | 減碼 |
| Spire Wealth Management | 11,390 | $186.0 萬 | 0.05% | +201+1.8% | 加碼 |
| Financial Advocates Investment Management | 11,470 | $187.4 萬 | 0.11% | +411+3.7% | 加碼 |
| BBR Partners, LLC | 11,475 | $187.4 萬 | 0.15% | +672+6.2% | 加碼 |
| Apollon Wealth Management, LLC | 11,528 | $188.3 萬 | 0.06% | +1,028+9.8% | 加碼 |
| LRT Capital Management, LLC | 11,534 | $188.4 萬 | 1.69% | −7,147−38.3% | 減碼 |
| Groupama Asset Managment | 5,689 | $188.4 萬 | 0.03% | −17,739−75.7% | 減碼 |
| Exeter Financial, LLC | 11,075 | $189.0 萬 | 0.87% | −575−4.9% | 減碼 |
| Parallel Advisors, LLC | 11,605 | $189.6 萬 | 0.05% | +162+1.4% | 加碼 |
| IHT Wealth Management, LLC | 831,910 | $189.8 萬 | 0.08% | +819,182+6,436.1% | 加碼 |
| Rakuten Investment Management, Inc. | 11,649 | $190.3 萬 | 0.01% | +10,558+967.7% | 加碼 |
| Savant Capital, LLC | 11,655 | $190.4 萬 | 0.02% | −18−0.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 11,660 | $190.4 萬 | 0.02% | +1,028+9.7% | 加碼 |
| Squarepoint Ops LLC | 11,661 | $190.5 萬 | 0.01% | −261−2.2% | 減碼 |
| Gateway Investment Advisers LLC | 11,705 | $191.2 萬 | 0.02% | +1,934+19.8% | 加碼 |
| Islay Capital Management, LLC | 11,714 | $191.3 萬 | 1.42% | −8−0.1% | 減碼 |
| Smith, Moore & Co. | 11,850 | $193.6 萬 | 0.21% | −870−6.8% | 減碼 |
| Moors & Cabot, Inc. | 11,853 | $193.6 萬 | 0.10% | −598−4.8% | 減碼 |
| Pathway Financial Advisers, LLC | 11,909 | $194.5 萬 | 0.70% | −202−1.7% | 減碼 |
| UniSuper Management Pty Ltd | 12,104 | $197.7 萬 | 0.02% | +8,174+208.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 12,179 | $198.9 萬 | 0.03% | +259+2.2% | 加碼 |
| Marion Wealth Management | 12,199 | $199.3 萬 | 0.59% | −127−1.0% | 減碼 |
| Paradigm Asset Management Co LLC | 12,200 | $199.3 萬 | 0.51% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 12,203 | $199.3 萬 | 0.06% | +2,404+24.5% | 加碼 |
| Haverford Trust Co | 12,278 | $200.5 萬 | 0.02% | −721−5.5% | 減碼 |
| Bangor Savings Bank | 12,330 | $201.4 萬 | 0.21% | −66−0.5% | 減碼 |
| Paragon Capital Management LLC | 12,364 | $202.0 萬 | 1.09% | +108+0.9% | 加碼 |
| Valeo Financial Advisors, LLC | 12,810 | $202.1 萬 | 0.07% | −1,075−7.7% | 減碼 |
| International Assets Investment Management, LLC | 12,455 | $203.4 萬 | 0.21% | −1,893−13.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 12,491 | $204.0 萬 | 0.50% | −1,765−12.4% | 減碼 |
| United Services Automobile Association | 12,519 | $204.5 萬 | 0.05% | −801−6.0% | 減碼 |
| GeoWealth Management, LLC | 12,541 | $204.8 萬 | 0.08% | +10,920+673.7% | 加碼 |
| Country Club Bank | 12,565 | $205.2 萬 | 0.14% | −31,915−71.8% | 減碼 |
| Vontobel Holding Ltd. | 12,591 | $205.7 萬 | 0.02% | −7,154−36.2% | 減碼 |
| Ar Asset Management Inc | 12,600 | $205.8 萬 | 0.50% | 00.0% | 不變 |
| Estate Counselors, LLC | 12,670 | $207.0 萬 | 0.24% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 12,759 | $208.5 萬 | 0.07% | +4,117+47.6% | 加碼 |
| Wetherby Asset Management Inc | 12,854 | $210.0 萬 | 0.10% | −42−0.3% | 減碼 |
| Stratos Wealth Advisors, LLC | 12,974 | $211.9 萬 | 0.13% | −25,002−65.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 15,254 | $212.6 萬 | 0.02% | +110+0.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 13,015 | $212.6 萬 | 0.07% | −377−2.8% | 減碼 |
| Energy Income Partners, LLC | 13,028 | $212.8 萬 | 0.04% | +3,250+33.2% | 加碼 |
| Fruth Investment Management | 13,095 | $213.8 萬 | 0.55% | 00.0% | 不變 |
| Inscription Capital, LLC | 13,153 | $214.8 萬 | 0.35% | +5,709+76.7% | 加碼 |
| Terry L. Blaker | 13,172 | $215.2 萬 | 0.16% | −300−2.2% | 減碼 |
| YHB Investment Advisors, Inc. | 13,299 | $217.2 萬 | 0.19% | +485+3.8% | 加碼 |
| Evercore Wealth Management, LLC | 13,320 | $217.6 萬 | 0.03% | −137−1.0% | 減碼 |
| Shelton Capital Management | 13,337 | $217.8 萬 | 0.06% | −7,489−36.0% | 減碼 |
| Arvest Trust Co N A | 13,419 | $219.2 萬 | 0.12% | −840−5.9% | 減碼 |
| NewEdge Wealth, LLC | 15,460 | $222.4 萬 | 0.05% | +1,816+13.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 13,644 | $222.9 萬 | 0.06% | −281−2.0% | 減碼 |
| Sigma Planning Corp | 13,663 | $223.2 萬 | 0.07% | +7,018+105.6% | 加碼 |
| Logan Capital Management Inc | 13,839 | $226.0 萬 | 0.10% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 13,866 | $226.5 萬 | 0.99% | +354+2.6% | 加碼 |
| Ieq Capital, LLC | 13,922 | $227.4 萬 | 0.03% | +1,261+10.0% | 加碼 |
| Veriti Management LLC | 13,926 | $227.5 萬 | 0.17% | +899+6.9% | 加碼 |
| KMG Fiduciary Partners, LLC | 14,069 | $229.8 萬 | 0.24% | +114+0.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 14,091 | $230.2 萬 | 0.10% | +197+1.4% | 加碼 |
| Atlas Private Wealth Management | 14,171 | $231.5 萬 | 0.97% | +1,725+13.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,190 | $231.8 萬 | 0.16% | −1,484−9.5% | 減碼 |
| PFG Investments, LLC | 14,190 | $231.8 萬 | 0.14% | +11,223+378.3% | 加碼 |
| Stephens Inc | 14,199 | $231.9 萬 | 0.04% | −409−2.8% | 減碼 |
| Alberta Investment Management Corp | 14,200 | $231.9 萬 | 0.02% | 00.0% | 不變 |