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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 5,440 | $88.9 萬 | 0.39% | −620−10.2% | 減碼 |
| Qsemble Capital Management, LP | 5,399 | $88.2 萬 | 0.19% | +5,399 | 新進 |
| Harbor Investment Advisory, LLC | 5,391 | $88.1 萬 | 0.09% | −566−9.5% | 減碼 |
| Beacon Investment Advisors LLC | 5,368 | $87.7 萬 | 0.50% | +95+1.8% | 加碼 |
| Worth Financial Advisory Group, LLC | 5,326 | $87.0 萬 | 0.60% | +355+7.1% | 加碼 |
| GAMMA Investing LLC | 5,323 | $86.9 萬 | 0.18% | +798+17.6% | 加碼 |
| Chicago Partners Investment Group LLC | 5,469 | $86.9 萬 | 0.04% | −61−1.1% | 減碼 |
| EHP Funds Inc. | 5,300 | $86.6 萬 | 0.59% | −3,000−36.1% | 減碼 |
| HighPoint Advisor Group LLC | 5,958 | $86.4 萬 | 0.06% | +665+12.6% | 加碼 |
| Jackson Square Capital, LLC | 5,202 | $85.0 萬 | 0.22% | −1,061−16.9% | 減碼 |
| Plato Investment Management Ltd | 5,175 | $84.5 萬 | 0.09% | +4,654+893.3% | 加碼 |
| Quadrant Capital Group LLC | 5,152 | $84.2 萬 | 0.07% | +76+1.5% | 加碼 |
| Flputnam Investment Management Co | 5,146 | $84.1 萬 | 0.02% | +377+7.9% | 加碼 |
| Mill Capital Management, LLC | 5,145 | $84.0 萬 | 0.07% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 5,130 | $83.8 萬 | 0.11% | +638+14.2% | 加碼 |
| Fulton Bank, N.A. | 5,127 | $83.7 萬 | 0.03% | +791+18.2% | 加碼 |
| Campion Asset Management LLC | 5,122 | $83.7 萬 | 0.65% | −232−4.3% | 減碼 |
| Linscomb & Williams, Inc. | 5,106 | $83.4 萬 | 0.04% | −3−0.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,105 | $83.4 萬 | 0.09% | −24,884−83.0% | 減碼 |
| Weatherly Asset Management L. P. | 5,069 | $82.8 萬 | 0.08% | −11−0.2% | 減碼 |
| Mission Wealth Management, LP | 5,066 | $82.7 萬 | 0.02% | +187+3.8% | 加碼 |
| Schnieders Capital Management LLC | 5,058 | $82.6 萬 | 0.17% | 00.0% | 不變 |
| Charter Trust Co | 5,051 | $82.5 萬 | 0.06% | 00.0% | 不變 |
| Spreng Capital Management, Inc. | 6,865 | $82.5 萬 | 0.44% | +4,977+263.6% | 加碼 |
| Weaver Consulting Group | 5,022 | $82.0 萬 | 0.30% | 00.0% | 不變 |
| Lingohr & Partner Asset Management GmbH | 5,021 | $82.0 萬 | 2.05% | +321+6.8% | 加碼 |
| Wedmont Private Capital | 4,953 | $81.9 萬 | 0.06% | +831+20.2% | 加碼 |
| Whitener Capital Management, Inc. | 5,009 | $81.8 萬 | 0.27% | −190−3.7% | 減碼 |
| Symphony Financial, Ltd. Co. | 5,002 | $81.7 萬 | 0.19% | +302+6.4% | 加碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $81.7 萬 | 0.16% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 4,960 | $81.0 萬 | 0.52% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 4,944 | $80.8 萬 | 0.07% | −54−1.1% | 減碼 |
| Waldron Private Wealth LLC | 4,935 | $80.6 萬 | 0.04% | +25+0.5% | 加碼 |
| Childress Capital Advisors, LLC | 4,906 | $80.1 萬 | 0.23% | −95−1.9% | 減碼 |
| Warren Averett Asset Management, LLC | 4,895 | $80.0 萬 | 0.02% | +2,476+102.4% | 加碼 |
| RSM US Wealth Management LLC | 4,894 | $79.8 萬 | 0.02% | −942−16.1% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,874 | $79.6 萬 | 0.18% | 00.0% | 不變 |
| Park Place Capital Corp | 4,862 | $79.4 萬 | 0.28% | −2,871−37.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 4,851 | $79.2 萬 | 0.04% | +276+6.0% | 加碼 |
| OneAscent Financial Services LLC | 4,842 | $79.1 萬 | 0.09% | −939−16.2% | 減碼 |
| Lincoln Capital LLC | 4,840 | $79.1 萬 | 0.18% | −27−0.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,806 | $78.5 萬 | 0.09% | −25−0.5% | 減碼 |
| First Foundation Advisors | 4,786 | $78.2 萬 | 0.03% | +372+8.4% | 加碼 |
| Investors Research Corp | 4,776 | $78.0 萬 | 0.18% | −3,658−43.4% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,720 | $78.0 萬 | 0.43% | −5−0.1% | 減碼 |
| Connectus Wealth, LLC | 4,750 | $77.6 萬 | 0.02% | 00.0% | 不變 |
| Roof Eidam & Maycock | 4,747 | $77.5 萬 | 0.21% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 4,743 | $77.5 萬 | 0.11% | −1,687−26.2% | 減碼 |
| Autumn Glory Partners, LLC | 4,740 | $77.4 萬 | 0.38% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 4,739 | $77.4 萬 | 0.06% | −260−5.2% | 減碼 |
| KCM Investment Advisors LLC | 4,727 | $77.2 萬 | 0.03% | +814+20.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,724 | $77.2 萬 | 0.07% | +2,460+108.7% | 加碼 |
| Probity Advisors, Inc. | 4,709 | $76.9 萬 | 0.16% | −179−3.7% | 減碼 |
| LVM Capital Management Ltd | 4,695 | $76.7 萬 | 0.09% | +50+1.1% | 加碼 |
| EPG Wealth Management LLC | 4,695 | $76.7 萬 | 0.19% | +369+8.5% | 加碼 |
| Johnson Financial Group, Inc. | 4,692 | $76.6 萬 | 0.04% | −1,664−26.2% | 減碼 |
| Verition Fund Management LLC | 4,683 | $76.5 萬 | 0.01% | −2,457−34.4% | 減碼 |
| Strait & Sound Wealth Management LLC | 4,612 | $76.3 萬 | 0.43% | +242+5.5% | 加碼 |
| North Star Investment Management Corp. | 4,668 | $76.2 萬 | 0.05% | −218−4.5% | 減碼 |
| Means Investment Co., Inc. | 4,663 | $76.2 萬 | 0.10% | +7+0.2% | 加碼 |
| Transcend Wealth Collective, LLC | 4,644 | $75.9 萬 | 0.06% | +16+0.3% | 加碼 |
| Paloma Partners Management Co | 4,642 | $75.8 萬 | 0.11% | +4,642 | 新進 |
| Unigestion Holding SA | 4,640 | $75.8 萬 | 0.04% | +514+12.5% | 加碼 |
| Cigna Investments Inc | 4,628 | $75.6 萬 | 0.14% | −122−2.6% | 減碼 |
| Trust Co of Vermont | 4,624 | $75.5 萬 | 0.04% | +2,127+85.2% | 加碼 |
| Beck Bode, LLC | 4,612 | $75.3 萬 | 0.15% | +4,612 | 新進 |
| Modera Wealth Management, LLC | 4,610 | $75.3 萬 | 0.01% | +59+1.3% | 加碼 |
| Kovack Advisors, Inc. | 4,584 | $74.9 萬 | 0.09% | −255−5.3% | 減碼 |
| Nwam LLC | 5,086 | $74.2 萬 | 0.06% | −200−3.8% | 減碼 |
| Alpha DNA Investment Management LLC | 4,533 | $74.0 萬 | 0.41% | +1,232+37.3% | 加碼 |
| S.A. Mason LLC | 4,529 | $74.0 萬 | 0.44% | 00.0% | 不變 |
| Essex Savings Bank | 5,547 | $73.9 萬 | 0.21% | 00.0% | 不變 |
| West Paces Advisors Inc. | 4,518 | $73.8 萬 | 0.19% | +175+4.0% | 加碼 |
| Patron Partners Advisors, LLC | 4,500 | $73.5 萬 | 0.45% | −210−4.5% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 4,485 | $73.3 萬 | 0.06% | −209−4.5% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,480 | $73.2 萬 | 0.53% | +126+2.9% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,464 | $72.9 萬 | 0.14% | +71+1.6% | 加碼 |
| Montecito Bank & Trust | 4,464 | $72.9 萬 | 0.15% | −236−5.0% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,430 | $72.4 萬 | 0.29% | 00.0% | 不變 |
| Pitcairn Co | 4,413 | $72.1 萬 | 0.05% | 00.0% | 不變 |
| Old Point Trust & Financial Services N A | 4,409 | $72.0 萬 | 0.26% | +706+19.1% | 加碼 |
| Aquatic Capital Management LLC | 4,400 | $71.9 萬 | 0.02% | +4,400 | 新進 |
| Brighton Jones LLC | 4,384 | $71.6 萬 | 0.03% | −124−2.8% | 減碼 |
| Vaughan David Investments LLC | 4,381 | $71.6 萬 | 0.02% | −250−5.4% | 減碼 |
| Geneos Wealth Management Inc. | 4,380 | $71.5 萬 | 0.03% | −39,594−90.0% | 減碼 |
| Benjamin Edwards Inc | 4,357 | $71.2 萬 | 0.14% | +2,086+91.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 4,320 | $70.6 萬 | 0.12% | +1,080+33.3% | 加碼 |
| Evergreen Capital Management LLC | 4,317 | $70.5 萬 | 0.03% | +23+0.5% | 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 |
| Foster & Motley Inc | 4,287 | $70.0 萬 | 0.05% | +162+3.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 4,283 | $70.0 萬 | 0.01% | −200−4.5% | 減碼 |
| Richwood Investment Advisors, LLC | 4,275 | $69.8 萬 | 0.62% | −215−4.8% | 減碼 |
| Symmetry Partners, LLC | 4,265 | $69.7 萬 | 0.05% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 4,267 | $69.7 萬 | 0.39% | −325−7.1% | 減碼 |
| Exchange Traded Concepts, LLC | 4,262 | $69.6 萬 | 0.02% | +4,167+4,386.3% | 加碼 |
| NBC Securities, Inc. | 4,261 | $69.5 萬 | 0.07% | −97−2.2% | 減碼 |
| Summit Trail Advisors, LLC | 4,254 | $69.5 萬 | 0.02% | +1,389+48.5% | 加碼 |
| Naviter Wealth, LLC | 4,231 | $69.1 萬 | 0.11% | −70−1.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,811 | $68.9 萬 | 0.05% | +104+2.2% | 加碼 |