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
- 1,878
- 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 | 2,109 | $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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 2,852 | $46.6 萬 | 0.08% | +11+0.4% | 加碼 |
| Quilter Plc | 2,863 | $46.8 萬 | 0.01% | 00.0% | 不變 |
| Successful Portfolios LLC | 2,865 | $46.8 萬 | 0.32% | −283−9.0% | 減碼 |
| Dividend Assets Capital, LLC | 2,868 | $46.8 萬 | 0.10% | +78+2.8% | 加碼 |
| Capital Investment Advisors, LLC | 2,870 | $46.9 萬 | 0.01% | −175−5.7% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,880 | $47.0 萬 | 0.04% | 00.0% | 不變 |
| Zega Financial, LLC | 2,906 | $47.5 萬 | 0.21% | +897+44.6% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,910 | $47.5 萬 | 0.03% | +310+11.9% | 加碼 |
| Ballentine Partners, LLC | 2,913 | $47.6 萬 | 0.01% | +110+3.9% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,928 | $47.8 萬 | 0.17% | +2,780+1,878.4% | 加碼 |
| Empyrean Capital Partners, LP | 2,940 | $48.0 萬 | 0.03% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,956 | $48.3 萬 | 0.02% | +122+4.3% | 加碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $48.3 萬 | 0.35% | −33−1.1% | 減碼 |
| BancorpSouth Bank | 2,975 | $48.6 萬 | 0.04% | −18−0.6% | 減碼 |
| Stockman Wealth Management, Inc. | 2,977 | $48.6 萬 | 0.09% | −171−5.4% | 減碼 |
| Geller Advisors LLC | 2,981 | $48.7 萬 | 0.04% | +83+2.9% | 加碼 |
| Sunbelt Securities, Inc. | 2,983 | $48.7 萬 | 0.05% | +1,391+87.4% | 加碼 |
| Vise Technologies, Inc. | 2,991 | $48.9 萬 | 0.10% | −1,014−25.3% | 減碼 |
| Cito Capital Group, LLC | 3,000 | $49.0 萬 | 0.20% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,017 | $49.3 萬 | 0.00% | +75+2.5% | 加碼 |
| Passumpsic Savings Bank | 3,024 | $49.4 萬 | 0.32% | +3,024 | 新進 |
| Chicago Trust Co NA | 3,026 | $49.4 萬 | 0.10% | +8+0.3% | 加碼 |
| Magnus Financial Group LLC | 3,031 | $49.5 萬 | 0.06% | +10.0% | 加碼 |
| Eqis Capital Management, Inc. | 3,034 | $49.6 萬 | 0.04% | −983−24.5% | 減碼 |
| Poehling Capital Management, LLC | 3,036 | $49.6 萬 | 0.13% | +10.0% | 加碼 |
| Capital Analysts, LLC | 3,035 | $49.6 萬 | 0.02% | −250−7.6% | 減碼 |
| Townsend Asset Management Corp | 3,044 | $49.7 萬 | 0.20% | −82−2.6% | 減碼 |
| Austin Private Wealth, LLC | 2,891 | $49.9 萬 | 0.06% | −735−20.3% | 減碼 |
| Chesapeake Asset Management LLC | 3,082 | $50.3 萬 | 0.50% | −869−22.0% | 減碼 |
| Aries Wealth Management | 3,083 | $50.4 萬 | 0.16% | +120+4.0% | 加碼 |
| Proequities, Inc. | 3,097 | $50.6 萬 | 0.03% | +104+3.5% | 加碼 |
| AdvisorShares Investments LLC | 3,100 | $50.6 萬 | 0.09% | +3,100 | 新進 |
| PDS Planning, Inc | 3,115 | $50.9 萬 | 0.05% | +83+2.7% | 加碼 |
| Hills Bank & Trust Co | 3,116 | $50.9 萬 | 0.04% | +535+20.7% | 加碼 |
| Callahan Advisors, LLC | 3,120 | $51.0 萬 | 0.05% | −80−2.5% | 減碼 |
| E&G Advisors, LP | 3,122 | $51.0 萬 | 0.16% | +370+13.4% | 加碼 |
| Beaton Management Co. Inc. | 3,131 | $51.1 萬 | 0.28% | −14−0.4% | 減碼 |
| Westwood Holdings Group Inc. | 3,136 | $51.2 萬 | 0.00% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,138 | $51.3 萬 | 0.05% | −51−1.6% | 減碼 |
| OneAscent Wealth Management LLC | 3,155 | $51.5 萬 | 0.20% | −653−17.1% | 減碼 |
| Essex Financial Services, Inc. | 3,153 | $51.5 萬 | 0.05% | +158+5.3% | 加碼 |
| Private Portfolio Partners LLC | 3,158 | $51.6 萬 | 0.11% | 00.0% | 不變 |
| Jump Financial, LLC | 3,168 | $51.7 萬 | 0.01% | +3,168 | 新進 |
| Good Life Advisors, LLC | 3,172 | $51.8 萬 | 0.05% | +56+1.8% | 加碼 |
| Vantage Consulting Group Inc | 3,184 | $52.0 萬 | 0.33% | −550−14.7% | 減碼 |
| First National Bank Sioux Falls | 3,184 | $52.0 萬 | 0.28% | 00.0% | 不變 |
| Founders Financial Securities LLC | 3,193 | $52.2 萬 | 0.05% | +3,193 | 新進 |
| Callan Capital, LLC | 3,202 | $52.3 萬 | 0.05% | +55+1.7% | 加碼 |
| Granite Group Advisors, LLC | 3,207 | $52.4 萬 | 0.35% | +120+3.9% | 加碼 |
| Change Path, LLC | 3,209 | $52.4 萬 | 0.02% | +1,091+51.5% | 加碼 |
| Whittier Trust Co | 3,210 | $52.4 萬 | 0.01% | +180+5.9% | 加碼 |
| Steel Peak Wealth Management LLC | 3,226 | $52.7 萬 | 0.03% | −73,252−95.8% | 減碼 |
| Intrinsic Value Partners, LLC | 3,227 | $52.7 萬 | 0.56% | −107−3.2% | 減碼 |
| Lake Street Advisors Group, LLC | 3,228 | $52.7 萬 | 0.02% | −66−2.0% | 減碼 |
| Tennessee Valley Asset Management Partners | 3,238 | $52.9 萬 | 0.13% | +19+0.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 3,239 | $52.9 萬 | 0.02% | −3,489−51.9% | 減碼 |
| Foundations Investment Advisors, LLC | 3,239 | $52.9 萬 | 0.01% | +9+0.3% | 加碼 |
| Zions Bancorporation, N.A. | 3,239 | $52.9 萬 | 0.04% | +107+3.4% | 加碼 |
| Rossmore Private Capital | 3,252 | $53.1 萬 | 0.07% | +48+1.5% | 加碼 |
| Soltis Investment Advisors LLC | 3,266 | $53.3 萬 | 0.06% | +1,330+68.7% | 加碼 |
| McDaniel Terry & Co | 3,267 | $53.4 萬 | 0.05% | +99+3.1% | 加碼 |
| Cadinha & Co LLC | 3,270 | $53.4 萬 | 0.09% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 3,270 | $53.4 萬 | 0.16% | +171+5.5% | 加碼 |
| LCNB Corp | 3,272 | $53.4 萬 | 0.19% | +116+3.7% | 加碼 |
| Goodman Financial Corp | 3,278 | $53.5 萬 | 0.12% | −535−14.0% | 減碼 |
| Drive Wealth Management, LLC | 3,283 | $53.6 萬 | 0.15% | −208−6.0% | 減碼 |
| Eisler Capital (UK) Ltd. | 3,316 | $54.2 萬 | 0.07% | −7,729−70.0% | 減碼 |
| Allen Investment Management LLC | 3,318 | $54.2 萬 | 0.01% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 3,322 | $54.3 萬 | 0.06% | −60−1.8% | 減碼 |
| Excalibur Management Corp | 3,325 | $54.3 萬 | 0.23% | −12−0.4% | 減碼 |
| Davidson Trust Co | 3,326 | $54.3 萬 | 0.32% | −100−2.9% | 減碼 |
| MSH Capital Advisors LLC | 3,327 | $54.3 萬 | 0.19% | +90+2.8% | 加碼 |
| Tanager Wealth Management LLP | 3,329 | $54.4 萬 | 0.09% | +49+1.5% | 加碼 |
| Powers Advisory Group, LLC | 3,343 | $54.6 萬 | 0.31% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 3,345 | $54.6 萬 | 0.03% | −201−5.7% | 減碼 |
| Abacus Planning Group, Inc. | 3,372 | $55.1 萬 | 0.11% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 3,375 | $55.1 萬 | 0.09% | −152−4.3% | 減碼 |
| Van Strum & Towne Inc. | 3,381 | $55.2 萬 | 0.20% | 00.0% | 不變 |
| Athena Investment Management | 3,387 | $55.3 萬 | 0.33% | −91−2.6% | 減碼 |
| Graypoint LLC | 3,397 | $55.5 萬 | 0.04% | +372+12.3% | 加碼 |
| Merrion Investment Management Co, LLC | 3,400 | $55.5 萬 | 0.40% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,418 | $55.8 萬 | 0.35% | −25−0.7% | 減碼 |
| Green Square Capital Advisors LLC | 3,440 | $56.2 萬 | 0.07% | +208+6.4% | 加碼 |
| Corbyn Investment Management Inc | 3,441 | $56.2 萬 | 0.25% | −75−2.1% | 減碼 |
| Kapitalo Investimentos Ltda | 3,444 | $56.3 萬 | 0.12% | −204−5.6% | 減碼 |
| Empire Financial Management Company, LLC | 3,446 | $56.3 萬 | 0.19% | 00.0% | 不變 |
| Cambridge Financial Group, LLC | 3,454 | $56.4 萬 | 0.27% | 00.0% | 不變 |
| Clarius Group, LLC | 3,455 | $56.4 萬 | 0.04% | −469−12.0% | 減碼 |
| Woodmont Investment Counsel LLC | 3,465 | $56.6 萬 | 0.05% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 3,475 | $56.8 萬 | 0.06% | 00.0% | 不變 |
| Blue Edge Capital, LLC | 3,495 | $56.8 萬 | 0.09% | +22+0.6% | 加碼 |
| CX Institutional | 3,477 | $56.8 萬 | 0.03% | +134+4.0% | 加碼 |
| Ambassador Advisors, LLC | 3,482 | $56.9 萬 | 0.10% | +428+14.0% | 加碼 |
| Whalerock Point Partners, LLC | 3,490 | $57.0 萬 | 0.16% | 00.0% | 不變 |
| Hennessy Advisors Inc | 3,500 | $57.2 萬 | 0.02% | −500−12.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,527 | $57.6 萬 | 0.00% | +3,527 | 新進 |
| Courier Capital LLC | 3,528 | $57.6 萬 | 0.04% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 3,534 | $57.7 萬 | 0.01% | +83+2.4% | 加碼 |
| Vectors Research Management, LLC | 3,536 | $57.8 萬 | 0.16% | +3+0.1% | 加碼 |
| Harbor Advisors LLC | 3,541 | $57.8 萬 | 0.11% | 00.0% | 不變 |