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 |
|---|---|---|---|---|---|
| Prairie Sky Financial Group LLC | 3,543 | $57.9 萬 | 0.35% | +10.0% | 加碼 |
| Everpar Advisors LLC | 3,546 | $57.9 萬 | 0.35% | −3,334−48.5% | 減碼 |
| MTM Investment Management, LLC | 3,549 | $58.0 萬 | 0.24% | +19+0.5% | 加碼 |
| Lindbrook Capital, LLC | 3,550 | $58.0 萬 | 0.05% | +59+1.7% | 加碼 |
| City Center Advisors, LLC | 3,561 | $58.2 萬 | 0.69% | +3,561 | 新進 |
| First Financial Bankshares Inc | 3,585 | $58.6 萬 | 0.01% | +733+25.7% | 加碼 |
| Triasima Portfolio Management inc. | 3,595 | $58.7 萬 | 0.05% | −530−12.8% | 減碼 |
| Trust Co | 3,611 | $59.0 萬 | 0.08% | −419−10.4% | 減碼 |
| Syon Capital LLC | 3,639 | $59.4 萬 | 0.06% | +238+7.0% | 加碼 |
| Spinnaker Investment Group, LLC | 3,642 | $59.5 萬 | 0.17% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 3,662 | $59.8 萬 | 0.06% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 3,688 | $60.2 萬 | 0.06% | +41+1.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,691 | $60.3 萬 | 0.12% | −2,845−43.5% | 減碼 |
| KLR Investment Advisors, LLC | 3,845 | $60.4 萬 | 0.44% | −617−13.8% | 減碼 |
| Uncommon Cents Investing LLC | 3,697 | $60.4 萬 | 0.18% | +15+0.4% | 加碼 |
| Empirical Asset Management, LLC | 3,705 | $60.5 萬 | 0.29% | −924−20.0% | 減碼 |
| Ransom Advisory, Ltd | 3,725 | $60.8 萬 | 0.32% | +3,725 | 新進 |
| AA Financial Advisors, LLC | 3,737 | $61.0 萬 | 0.25% | +3,737 | 新進 |
| Danske Bank A/S | 3,739 | $61.1 萬 | 0.00% | +3,739 | 新進 |
| Brandywine Oak Private Wealth LLC | 3,740 | $61.1 萬 | 0.06% | +3+0.1% | 加碼 |
| Norden Group LLC | 3,743 | $61.1 萬 | 0.12% | +1,582+73.2% | 加碼 |
| GTS Securities LLC | 3,758 | $61.4 萬 | 0.02% | −5,569−59.7% | 減碼 |
| JT Stratford LLC | 3,758 | $61.4 萬 | 0.12% | +13+0.3% | 加碼 |
| Hanson & Doremus Investment Management | 3,761 | $61.4 萬 | 0.11% | −69−1.8% | 減碼 |
| Ci Investments Inc. | 3,764 | $61.5 萬 | 0.00% | −45−1.2% | 減碼 |
| PFG Advisors | 3,778 | $61.7 萬 | 0.05% | +177+4.9% | 加碼 |
| Camden Capital, LLC | 3,790 | $61.9 萬 | 0.05% | −2,356−38.3% | 減碼 |
| Consolidated Planning Corp | 3,799 | $62.0 萬 | 0.11% | +1,762+86.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,806 | $62.2 萬 | 0.02% | +794+26.4% | 加碼 |
| Smart Portfolios, LLC | 3,820 | $62.4 萬 | 0.66% | 00.0% | 不變 |
| Grey Street Capital, LLC | 3,820 | $62.4 萬 | 0.08% | +3,820 | 新進 |
| RMB Capital Management, LLC | 3,821 | $62.4 萬 | 0.01% | +1,708+80.8% | 加碼 |
| Spinnaker Trust | 3,822 | $62.4 萬 | 0.04% | +14+0.4% | 加碼 |
| Vivid Wealth Management, LLC | 3,828 | $62.5 萬 | 0.39% | −30−0.8% | 減碼 |
| Montchanin Asset Management, LLC | 3,830 | $62.6 萬 | 0.61% | +3,830 | 新進 |
| 49 Wealth Management, LLC | 3,840 | $62.7 萬 | 0.13% | +52+1.4% | 加碼 |
| Ballew Advisors, Inc | 3,802 | $62.8 萬 | 0.43% | +12+0.3% | 加碼 |
| Strategy Asset Managers LLC | 3,862 | $63.1 萬 | 0.14% | +55+1.4% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,876 | $63.3 萬 | 0.10% | +10.0% | 加碼 |
| Harbour Trust & Investment Management Co | 3,883 | $63.4 萬 | 0.08% | −38−1.0% | 減碼 |
| Advisor OS, LLC | 3,893 | $63.6 萬 | 0.07% | +700+21.9% | 加碼 |
| Roundview Capital LLC | 3,919 | $64.0 萬 | 0.05% | 00.0% | 不變 |
| Conning Inc. | 3,928 | $64.2 萬 | 0.02% | −110−2.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,936 | $64.3 萬 | 0.04% | +149+3.9% | 加碼 |
| Welch Group, LLC | 3,949 | $64.5 萬 | 0.03% | −148−3.6% | 減碼 |
| John G Ullman & Associates Inc | 3,950 | $64.5 萬 | 0.10% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 3,951 | $64.6 萬 | 0.02% | +370+10.3% | 加碼 |
| Field & Main Bank | 3,958 | $64.6 萬 | 0.25% | −75−1.9% | 減碼 |
| Riverwater Partners LLC | 3,966 | $64.8 萬 | 0.48% | −43−1.1% | 減碼 |
| GHP Investment Advisors, Inc. | 3,968 | $64.8 萬 | 0.03% | +686+20.9% | 加碼 |
| Kuhn & Co Investment Counsel | 3,968 | $64.8 萬 | 0.61% | 00.0% | 不變 |
| Lazard Asset Management LLC | 3,998 | $65.2 萬 | 0.00% | +451+12.7% | 加碼 |
| Fulcrum Equity Management | 3,993 | $65.2 萬 | 0.77% | −57−1.4% | 減碼 |
| Full Sail Capital, LLC | 3,995 | $65.3 萬 | 0.05% | −1,314−24.8% | 減碼 |
| Relative Value Partners Group, LLC | 4,538 | $65.5 萬 | 0.04% | +48+1.1% | 加碼 |
| Greenfield Seitz Capital Management, LLC | 4,013 | $65.5 萬 | 0.24% | −650−13.9% | 減碼 |
| Western Wealth Management, LLC | 4,029 | $65.8 萬 | 0.05% | −11,347−73.8% | 減碼 |
| Princeton Global Asset Management LLC | 4,038 | $66.0 萬 | 0.16% | +20.0% | 加碼 |
| Merit Financial Group, LLC | 4,626 | $66.4 萬 | 0.02% | +842+22.3% | 加碼 |
| Perpetual Ltd | 4,203 | $66.8 萬 | 0.01% | +26+0.6% | 加碼 |
| Bennett Associates Wealth Management | 4,093 | $66.9 萬 | 0.60% | −487−10.6% | 減碼 |
| Clifford Group, LLC | 4,102 | $67.0 萬 | 0.55% | −352−7.9% | 減碼 |
| Estabrook Capital Management | 4,109 | $67.1 萬 | 0.10% | −195−4.5% | 減碼 |
| WP Advisors, LLC | 4,111 | $67.1 萬 | 0.22% | −276−6.3% | 減碼 |
| Burford Brothers, Inc. | 4,120 | $67.3 萬 | 0.44% | +106+2.6% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 4,124 | $67.4 萬 | 0.02% | +8+0.2% | 加碼 |
| Thrive Wealth Management, LLC | 4,129 | $67.4 萬 | 0.14% | −810−16.4% | 減碼 |
| SAM Advisors, LLC | 4,136 | $67.6 萬 | 0.25% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 4,141 | $67.6 萬 | 0.11% | −25−0.6% | 減碼 |
| Global Financial Private Client, LLC | 4,156 | $67.9 萬 | 0.29% | +3,169+321.1% | 加碼 |
| Stevens Capital Management LP | 4,161 | $68.0 萬 | 0.13% | +4,161 | 新進 |
| OmniStar Financial Group, Inc. | 4,164 | $68.0 萬 | 0.62% | +4,164 | 新進 |
| Roberts Glore & Co Inc | 4,182 | $68.3 萬 | 0.20% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 4,456 | $68.3 萬 | 0.03% | +4,456 | 新進 |
| Vanguard Capital Wealth Advisors | 4,200 | $68.6 萬 | 0.48% | −187−4.3% | 減碼 |
| Kolinsky Wealth Management, LLC | 4,206 | $68.7 萬 | 0.53% | +104+2.5% | 加碼 |
| BluePath Capital Management, LLC | 4,212 | $68.8 萬 | 0.53% | −804−16.0% | 減碼 |
| SignalPoint Asset Management, LLC | 4,213 | $68.8 萬 | 0.19% | −32−0.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,811 | $68.9 萬 | 0.05% | +104+2.2% | 加碼 |
| Naviter Wealth, LLC | 4,231 | $69.1 萬 | 0.11% | −70−1.6% | 減碼 |
| Summit Trail Advisors, LLC | 4,254 | $69.5 萬 | 0.02% | +1,389+48.5% | 加碼 |
| NBC Securities, Inc. | 4,261 | $69.5 萬 | 0.07% | −97−2.2% | 減碼 |
| Exchange Traded Concepts, LLC | 4,262 | $69.6 萬 | 0.02% | +4,167+4,386.3% | 加碼 |
| Verity Asset Management, Inc. | 4,267 | $69.7 萬 | 0.39% | −325−7.1% | 減碼 |
| Symmetry Partners, LLC | 4,265 | $69.7 萬 | 0.05% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 4,275 | $69.8 萬 | 0.62% | −215−4.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 4,283 | $70.0 萬 | 0.01% | −200−4.5% | 減碼 |
| Foster & Motley Inc | 4,287 | $70.0 萬 | 0.05% | +162+3.9% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,286 | $70.0 萬 | 0.08% | +100+2.4% | 加碼 |
| NorthRock Partners, LLC | 4,286 | $70.0 萬 | 0.03% | +439+11.4% | 加碼 |
| Evergreen Capital Management LLC | 4,317 | $70.5 萬 | 0.03% | +23+0.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 4,320 | $70.6 萬 | 0.12% | +1,080+33.3% | 加碼 |
| Benjamin Edwards Inc | 4,357 | $71.2 萬 | 0.14% | +2,086+91.9% | 加碼 |
| Geneos Wealth Management Inc. | 4,380 | $71.5 萬 | 0.03% | −39,594−90.0% | 減碼 |
| Vaughan David Investments LLC | 4,381 | $71.6 萬 | 0.02% | −250−5.4% | 減碼 |
| Brighton Jones LLC | 4,384 | $71.6 萬 | 0.03% | −124−2.8% | 減碼 |
| Aquatic Capital Management LLC | 4,400 | $71.9 萬 | 0.02% | +4,400 | 新進 |
| Old Point Trust & Financial Services N A | 4,409 | $72.0 萬 | 0.26% | +706+19.1% | 加碼 |
| Pitcairn Co | 4,413 | $72.1 萬 | 0.05% | 00.0% | 不變 |
| Peregrine Asset Advisers, Inc. | 4,430 | $72.4 萬 | 0.29% | 00.0% | 不變 |