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。
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
- 1,879
- 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 752 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 | 2,109 | $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 |
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 |
|---|---|---|---|---|---|
| Wealthstream Advisors, Inc. | 1,338 | $21.9 萬 | 0.08% | −180−11.9% | 減碼 |
| Vernal Point Advisors, LLC | 1,349 | $22.0 萬 | 0.19% | +1,349 | 新進 |
| Wealth Management Associates, Inc. | 1,561 | $22.0 萬 | 0.10% | +3+0.2% | 加碼 |
| Hendershot Investments Inc. | 1,350 | $22.1 萬 | 0.03% | +1,350 | 新進 |
| Gratus Wealth Advisors, LLC | 1,439 | $22.1 萬 | 0.04% | +1,439 | 新進 |
| Newman Dignan & Sheerar, Inc. | 1,352 | $22.1 萬 | 0.06% | +1,352 | 新進 |
| Pointe Capital Management LLC | 1,352 | $22.1 萬 | 0.14% | +1,352 | 新進 |
| Beach Investment Counsel Inc | 1,660 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 1,363 | $22.3 萬 | 0.17% | −240−15.0% | 減碼 |
| Northwest Bancshares, Inc. | 1,366 | $22.3 萬 | 0.04% | +1,366 | 新進 |
| Addison Advisors LLC | 1,368 | $22.3 萬 | 0.08% | 00.0% | 不變 |
| World Equity Group, Inc. | 1,368 | $22.3 萬 | 0.05% | +1,368 | 新進 |
| Wetzel Investment Advisors, Inc. | 1,462 | $22.4 萬 | 0.13% | +144+10.9% | 加碼 |
| Laidlaw Wealth Management LLC | 1,378 | $22.5 萬 | 0.13% | −1,604−53.8% | 減碼 |
| First Business Financial Services, Inc. | 1,378 | $22.5 萬 | 0.02% | −703−33.8% | 減碼 |
| Carson Advisory Inc. | 1,384 | $22.6 萬 | 0.16% | +1,384 | 新進 |
| Lineweaver Wealth Advisors, LLC | 1,384 | $22.6 萬 | 0.05% | +1,384 | 新進 |
| Catalyst Financial Partners LLC | 1,440 | $22.6 萬 | 0.06% | +1,440 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,391 | $22.7 萬 | 0.04% | −113−7.5% | 減碼 |
| Hartline Investment Corp | 1,391 | $22.7 萬 | 0.04% | +1,391 | 新進 |
| Alta Advisers Ltd | 1,400 | $22.9 萬 | 0.11% | 00.0% | 不變 |
| JB Capital LLC | 1,402 | $22.9 萬 | 0.02% | +1,402 | 新進 |
| Pittenger & Anderson Inc | 1,403 | $22.9 萬 | 0.01% | +351+33.4% | 加碼 |
| Chapin Davis, Inc. | 1,405 | $22.9 萬 | 0.08% | −135−8.8% | 減碼 |
| LPWM LLC | 1,390 | $23.0 萬 | 0.08% | +1,390 | 新進 |
| Allstate Corp | 1,413 | $23.1 萬 | 0.02% | +1,413 | 新進 |
| Compagnie Lombard Odier SCmA | 1,413 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 1,420 | $23.2 萬 | 0.35% | −525−27.0% | 減碼 |
| Hutchinson Capital Management | 1,420 | $23.2 萬 | 0.05% | +1,420 | 新進 |
| SFMG, LLC | 1,421 | $23.2 萬 | 0.02% | +1,421 | 新進 |
| Birchcreek Wealth Management, LLC | 1,425 | $23.3 萬 | 0.12% | +1,425 | 新進 |
| Novak & Powell Financial Services, Inc. | 1,425 | $23.3 萬 | 0.17% | +1,425 | 新進 |
| William Blair Investment Management, LLC | 1,428 | $23.3 萬 | 0.00% | −472−24.8% | 減碼 |
| Canvas Wealth Advisors, LLC | 1,484 | $23.3 萬 | 0.08% | +1,484 | 新進 |
| Papp L Roy & Associates | 1,433 | $23.4 萬 | 0.03% | +1,433 | 新進 |
| Embree Financial Group | 1,433 | $23.4 萬 | 0.05% | +1,433 | 新進 |
| Tritonpoint Wealth, LLC | 1,761 | $23.4 萬 | 0.02% | −33−1.8% | 減碼 |
| Caldwell Sutter Capital, Inc. | 1,440 | $23.5 萬 | 0.11% | −44−3.0% | 減碼 |
| LS Investment Advisors, LLC | 1,445 | $23.6 萬 | 0.04% | +1,445 | 新進 |
| Berkshire Asset Management LLC | 1,448 | $23.7 萬 | 0.01% | +1,448 | 新進 |
| DRW Securities, LLC | 1,457 | $23.8 萬 | 0.01% | −1,543−51.4% | 減碼 |
| One Wealth Advisors, LLC | 1,458 | $23.8 萬 | 0.04% | +1,458 | 新進 |
| Smith Anglin Financial, LLC | 1,459 | $23.8 萬 | 0.02% | +1,459 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,459 | $23.8 萬 | 0.00% | −11,619−88.8% | 減碼 |
| CMG Global Holdings, LLC | 1,459 | $23.8 萬 | 0.16% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 1,459 | $23.8 萬 | 0.04% | 00.0% | 不變 |
| HTLF Bank | 1,466 | $23.9 萬 | 0.03% | +1,466 | 新進 |
| Traveka Wealth, LLC | 1,468 | $24.0 萬 | 0.11% | +1,468 | 新進 |
| First National Corp | 1,801 | $24.0 萬 | 0.06% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 1,471 | $24.0 萬 | 0.06% | −100−6.4% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 1,472 | $24.0 萬 | 0.04% | +1,472 | 新進 |
| Silvia McColl Wealth Management, LLC | 1,457 | $24.1 萬 | 0.21% | +1,457 | 新進 |
| McAdam, LLC | 1,475 | $24.1 萬 | 0.02% | +1,475 | 新進 |
| Cutter & CO Brokerage, Inc. | 1,476 | $24.1 萬 | 0.06% | −876−37.2% | 減碼 |
| Rehmann Capital Advisory Group | 1,487 | $24.3 萬 | 0.02% | +1,487 | 新進 |
| Endowment Wealth Management, Inc. | 1,490 | $24.3 萬 | 0.18% | −66−4.2% | 減碼 |
| Covenant Asset Management, LLC | 1,493 | $24.4 萬 | 0.06% | +1,493 | 新進 |
| Trust Co of Oklahoma | 1,497 | $24.5 萬 | 0.09% | −41−2.7% | 減碼 |
| Staley Capital Advisers Inc | 1,500 | $24.5 萬 | 0.01% | +1,500 | 新進 |
| Saturna Capital CORP | 1,500 | $24.5 萬 | 0.00% | +1,500 | 新進 |
| Edge Wealth Management LLC | 1,500 | $24.5 萬 | 0.05% | +1,500 | 新進 |
| Bard Financial Services, Inc. | 1,500 | $24.5 萬 | 0.03% | +1,500 | 新進 |
| Threadgill Financial, LLC | 1,502 | $24.5 萬 | 0.11% | +1,502 | 新進 |
| Regatta Capital Group, LLC | 1,506 | $24.6 萬 | 0.06% | +1,506 | 新進 |
| Deseret Mutual Benefit Administrators | 1,506 | $24.6 萬 | 0.12% | 00.0% | 不變 |
| Skopos Labs, Inc. | 1,506 | $24.6 萬 | 0.11% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 1,511 | $24.7 萬 | 0.06% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 1,515 | $24.7 萬 | 0.09% | +10+0.7% | 加碼 |
| MJP Associates Inc | 1,515 | $24.7 萬 | 0.05% | +1,515 | 新進 |
| West Family Investments, Inc. | 1,515 | $24.7 萬 | 0.08% | +1,515 | 新進 |
| Secure Asset Management, LLC | 1,516 | $24.8 萬 | 0.06% | +9+0.6% | 加碼 |
| Five Oceans Advisors | 1,517 | $24.8 萬 | 0.13% | +3+0.2% | 加碼 |
| Old Port Advisors | 1,518 | $24.8 萬 | 0.08% | +1,518 | 新進 |
| Loudon Investment Management, LLC | 1,527 | $24.9 萬 | 0.14% | −100−6.1% | 減碼 |
| Columbia Asset Management | 1,878 | $25.0 萬 | 0.05% | 00.0% | 不變 |
| Financial Partners Group, LLC | 1,548 | $25.3 萬 | 0.10% | −1,415−47.8% | 減碼 |
| Radnor Capital Management, LLC | 1,552 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 1,556 | $25.4 萬 | 0.10% | +1,556 | 新進 |
| L2 Asset Management, LLC | 1,558 | $25.4 萬 | 0.08% | +1,558 | 新進 |
| Coastline Trust Co | 1,559 | $25.5 萬 | 0.03% | −726−31.8% | 減碼 |
| JJJ Advisors Inc. | 1,560 | $25.5 萬 | 0.05% | +46+3.0% | 加碼 |
| Compass Wealth Management LLC | 1,561 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 1,564 | $25.5 萬 | 0.08% | −52−3.2% | 減碼 |
| SlateStone Wealth, LLC | 1,570 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| Smithfield Trust Co | 1,554 | $25.6 萬 | 0.01% | +117+8.1% | 加碼 |
| Simon Quick Advisors, LLC | 1,569 | $25.6 萬 | 0.02% | +1,569 | 新進 |
| Advisory Alpha, LLC | 1,572 | $25.7 萬 | 0.01% | −12−0.8% | 減碼 |
| Sapient Capital LLC | 1,576 | $25.7 萬 | 0.01% | −72−4.4% | 減碼 |
| Eagle Ridge Investment Management | 1,577 | $25.8 萬 | 0.02% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 1,582 | $25.8 萬 | 0.01% | +1,582 | 新進 |
| Pure Financial Advisors, Inc. | 1,582 | $25.8 萬 | 0.01% | +1,582 | 新進 |
| Tradition Wealth Management, LLC | 1,583 | $25.9 萬 | 0.03% | −248−13.5% | 減碼 |
| Morningstar Investment Services LLC | 1,634 | $26.0 萬 | 0.00% | −1,006−38.1% | 減碼 |
| Wambolt & Associates, LLC | 1,596 | $26.1 萬 | 0.08% | −46−2.8% | 減碼 |
| NBW Capital LLC | 1,598 | $26.1 萬 | 0.05% | +1,598 | 新進 |
| Founders Financial Alliance, LLC | 1,602 | $26.2 萬 | 0.08% | +59+3.8% | 加碼 |
| Forte Capital LLC | 1,606 | $26.2 萬 | 0.03% | 00.0% | 不變 |
| CRA Financial Services, LLC | 1,608 | $26.3 萬 | 0.06% | −67−4.0% | 減碼 |
| Vicus Capital | 1,611 | $26.3 萬 | 0.02% | +1,611 | 新進 |
| First Western Trust Bank | 1,615 | $26.4 萬 | 0.01% | −2,413−59.9% | 減碼 |