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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 52,450 | $856.7 萬 | 0.16% | −414−0.8% | 減碼 |
| Daiwa Securities Group Inc. | 52,336 | $854.9 萬 | 0.05% | +3,735+7.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 52,159 | $852.0 萬 | 0.09% | +1,831+3.6% | 加碼 |
| Oppenheimer & Co Inc | 52,058 | $850.3 萬 | 0.14% | −21,773−29.5% | 減碼 |
| Disciplined Investments, LLC | 51,680 | $844.1 萬 | 4.60% | 00.0% | 不變 |
| Nissay Asset Management Corp | 51,665 | $843.9 萬 | 0.06% | −1,673−3.1% | 減碼 |
| Wesbanco Bank Inc | 51,540 | $841.9 萬 | 0.32% | +2,956+6.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 50,866 | $830.8 萬 | 0.24% | −171,249−77.1% | 減碼 |
| Genus Capital Management Inc. | 50,300 | $821.6 萬 | 1.07% | +50,300 | 新進 |
| First Fiduciary Investment Counsel, Inc. | 50,208 | $820.1 萬 | 1.70% | −593−1.2% | 減碼 |
| Salem Investment Counselors Inc | 50,172 | $819.5 萬 | 0.27% | −1,990−3.8% | 減碼 |
| RBF Capital, LLC | 50,000 | $816.7 萬 | 0.46% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 49,632 | $810.7 萬 | 1.72% | −2,909−5.5% | 減碼 |
| Buckingham Capital Management, Inc. | 49,505 | $808.6 萬 | 0.99% | −3,332−6.3% | 減碼 |
| Stablepoint Partners, LLC | 49,041 | $801.0 萬 | 1.62% | +5,621+12.9% | 加碼 |
| Rodgers Brothers Inc. | 47,988 | $783.8 萬 | 1.07% | −150−0.3% | 減碼 |
| Scissortail Wealth Management, LLC | 47,858 | $781.7 萬 | 2.06% | +47,858 | 新進 |
| Cresset Asset Management, LLC | 47,539 | $776.5 萬 | 0.04% | +6,156+14.9% | 加碼 |
| Wealthfront Advisers LLC | 47,387 | $774.0 萬 | 0.03% | −1,319−2.7% | 減碼 |
| FourThought Financial Partners, LLC | 47,297 | $772.6 萬 | 0.89% | −37,506−44.2% | 減碼 |
| FIL Ltd | 47,141 | $770.0 萬 | 0.01% | −19,822−29.6% | 減碼 |
| NewSquare Capital LLC | 47,698 | $768.4 萬 | 0.68% | −1,209−2.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 46,815 | $764.7 萬 | 0.18% | +7,939+20.4% | 加碼 |
| Atlantic Union Bankshares Corp | 45,402 | $741.6 萬 | 0.62% | −1,710−3.6% | 減碼 |
| Private Advisor Group, LLC | 45,372 | $741.1 萬 | 0.05% | −222−0.5% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 45,204 | $738.4 萬 | 0.31% | −5,159−10.2% | 減碼 |
| Mirador Capital Partners LP | 44,997 | $735.0 萬 | 1.40% | +510+1.1% | 加碼 |
| Stolper Co | 44,823 | $732.1 萬 | 2.64% | −96−0.2% | 減碼 |
| Avantax Advisory Services, Inc. | 44,423 | $725.6 萬 | 0.06% | +5,512+14.2% | 加碼 |
| King Luther Capital Management Corp | 43,685 | $713.6 萬 | 0.03% | +542+1.3% | 加碼 |
| Arkadios Wealth Advisors | 43,347 | $708.0 萬 | 0.55% | −1,108−2.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,134 | $704.6 萬 | 0.09% | +2,526+6.2% | 加碼 |
| Telos Capital Management, Inc. | 43,044 | $703.1 萬 | 0.79% | −737−1.7% | 減碼 |
| Colonial Trust Advisors | 43,026 | $702.8 萬 | 0.69% | −1,414−3.2% | 減碼 |
| TD Waterhouse Canada Inc. | 37,530 | $696.1 萬 | 0.05% | +16,607+79.4% | 加碼 |
| Gotham Asset Management, LLC | 42,193 | $689.2 萬 | 0.10% | +10,632+33.7% | 加碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $688.1 萬 | 2.37% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 41,613 | $679.7 萬 | 0.30% | 00.0% | 不變 |
| Ancora Advisors, LLC | 41,583 | $679.2 萬 | 0.16% | −1,529−3.5% | 減碼 |
| Umb Bank N A | 40,703 | $664.8 萬 | 0.11% | −1,444−3.4% | 減碼 |
| Montgomery Investment Management Inc | 40,535 | $662.1 萬 | 2.53% | −20,157−33.2% | 減碼 |
| Beacon Financial Group | 40,464 | $660.9 萬 | 0.76% | −1,821−4.3% | 減碼 |
| La Banque Postale Asset Management SA | 40,282 | $658.0 萬 | 0.26% | −32,293−44.5% | 減碼 |
| Telemark Asset Management, LLC | 40,000 | $653.4 萬 | 0.68% | +40,000 | 新進 |
| L & S Advisors Inc | 39,989 | $653.2 萬 | 0.74% | +39,989 | 新進 |
| Nations Financial Group Inc, | 39,918 | $652.0 萬 | 0.55% | +407+1.0% | 加碼 |
| Meyer Handelman Co | 39,872 | $651.3 萬 | 0.23% | 00.0% | 不變 |
| Toroso Investments, LLC | 39,918 | $651.1 萬 | 0.11% | −420−1.0% | 減碼 |
| Coldstream Capital Management Inc | 39,618 | $647.1 萬 | 0.16% | −624−1.6% | 減碼 |
| Huntington National Bank | 39,603 | $646.9 萬 | 0.05% | +22+0.1% | 加碼 |
| United Capital Financial Advisers, LLC | 39,517 | $645.5 萬 | 0.05% | −1,417−3.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 39,295 | $641.8 萬 | 0.16% | +96+0.2% | 加碼 |
| Wintrust Investments LLC | 39,270 | $641.4 萬 | 0.57% | −5,330−12.0% | 減碼 |
| Berger Financial Group, Inc | 39,263 | $641.3 萬 | 0.53% | −5,924−13.1% | 減碼 |
| Los Angeles Capital Management LLC | 38,730 | $632.6 萬 | 0.02% | −187,179−82.9% | 減碼 |
| Hamilton Capital Partners Inc. | 38,656 | $631.4 萬 | 0.76% | +38,656 | 新進 |
| USS Investment Management Ltd | 38,600 | $630.5 萬 | 0.05% | 00.0% | 不變 |
| Rothschild Investment LLC | 38,601 | $630.5 萬 | 0.46% | −30−0.1% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 38,552 | $629.7 萬 | 0.75% | +1,171+3.1% | 加碼 |
| Shorepoint Capital Partners LLC | 38,454 | $628.1 萬 | 1.54% | −102−0.3% | 減碼 |
| Farmers & Merchants Investments Inc | 38,243 | $624.7 萬 | 0.21% | +940+2.5% | 加碼 |
| Mackenzie Financial Corp | 37,992 | $620.6 萬 | 0.01% | +1,542+4.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 37,802 | $617.5 萬 | 0.12% | +15,542+69.8% | 加碼 |
| HM Payson & Co | 37,661 | $615.2 萬 | 0.11% | −1,559−4.0% | 減碼 |
| Brady Family Wealth, LLC | 36,920 | $603.0 萬 | 1.96% | −926−2.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 36,853 | $601.9 萬 | 0.01% | +2,797+8.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 36,765 | $600.5 萬 | 0.12% | +2,430+7.1% | 加碼 |
| Mattern Wealth Management LLC | 36,685 | $599.2 萬 | 1.46% | +74+0.2% | 加碼 |
| Colonial Trust Co | 36,081 | $589.3 萬 | 1.10% | −216−0.6% | 減碼 |
| Level Four Advisory Services, LLC | 44,064 | $586.7 萬 | 0.32% | +2,121+5.1% | 加碼 |
| Invesco, LLC | 35,906 | $586.5 萬 | 2.49% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 35,575 | $581.1 萬 | 0.21% | +169+0.5% | 加碼 |
| Hartree Partners, LP | 35,400 | $578.2 萬 | 1.50% | +35,400 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 35,071 | $572.8 萬 | 0.13% | −859−2.4% | 減碼 |
| JustInvest LLC | 34,485 | $563.3 萬 | 0.12% | +999+3.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 34,376 | $561.5 萬 | 0.06% | −4,073−10.6% | 減碼 |
| Pinnacle Associates Ltd | 34,177 | $558.2 萬 | 0.09% | −784−2.2% | 減碼 |
| Chatham Capital Group, Inc. | 34,095 | $556.9 萬 | 1.02% | −1,305−3.7% | 減碼 |
| Wolverine Trading, LLC | 33,902 | $553.8 萬 | 0.06% | +11,411+50.7% | 加碼 |
| Martin Capital Partners, LLC | 33,884 | $553.5 萬 | 2.12% | −857−2.5% | 減碼 |
| Opus Investment Management Inc | 33,800 | $552.1 萬 | 3.60% | 00.0% | 不變 |
| First American Bank | 33,735 | $551.0 萬 | 0.42% | +578+1.7% | 加碼 |
| Alpha Omega Wealth Management LLC | 33,253 | $543.2 萬 | 1.01% | −2,397−6.7% | 減碼 |
| Northeast Financial Consultants Inc | 33,200 | $542.3 萬 | 0.27% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 34,647 | $541.7 萬 | 0.11% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 32,737 | $534.7 萬 | 0.00% | −888−2.6% | 減碼 |
| Pacer Advisors, Inc. | 32,699 | $534.1 萬 | 0.01% | −2,697,323−98.8% | 減碼 |
| Kentucky Retirement Systems | 32,655 | $533.4 萬 | 0.16% | −2,546−7.2% | 減碼 |
| Catalyst Funds Management Pty Ltd | 32,600 | $532.5 萬 | 1.49% | +32,600 | 新進 |
| Canal Insurance CO | 32,500 | $530.9 萬 | 1.37% | 00.0% | 不變 |
| Atria Investments LLC | 32,351 | $527.5 萬 | 0.07% | −9,924−23.5% | 減碼 |
| Community Bank & Trust, Waco, Texas | 32,172 | $525.5 萬 | 1.29% | +1,529+5.0% | 加碼 |
| Teacher Retirement System of Texas | 32,119 | $524.6 萬 | 0.03% | −86,602−72.9% | 減碼 |
| Independent Advisor Alliance | 32,080 | $524.0 萬 | 0.19% | +516+1.6% | 加碼 |
| Cary Street Partners Asset Management LLC | 32,002 | $522.7 萬 | 0.81% | −6,779−17.5% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,877 | $520.7 萬 | 0.19% | +24,121+311.0% | 加碼 |
| McDonald Partners LLC | 31,832 | $519.9 萬 | 1.43% | −1,166−3.5% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,657 | $517.1 萬 | 1.42% | +1,174+3.9% | 加碼 |
| Trajan Wealth LLC | 31,587 | $515.9 萬 | 0.35% | +31,587 | 新進 |
| Ashton Thomas Private Wealth, LLC | 31,420 | $513.2 萬 | 0.29% | −685−2.1% | 減碼 |