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 |
|---|---|---|---|---|---|
| Tweedy, Browne Co LLC | 31,309 | $511.4 萬 | 0.24% | −53−0.2% | 減碼 |
| TD Private Client Wealth LLC | 31,246 | $510.4 萬 | 0.17% | +241+0.8% | 加碼 |
| Fifth Third Bancorp | 31,193 | $509.5 萬 | 0.02% | −5,726−15.5% | 減碼 |
| Patton Fund Management, Inc. | 31,188 | $509.4 萬 | 0.92% | +31,188 | 新進 |
| Nomura Holdings Inc | 31,074 | $507.6 萬 | 0.04% | −5,748−15.6% | 減碼 |
| Baxter Bros Inc | 31,008 | $506.5 萬 | 0.65% | +2,231+7.8% | 加碼 |
| Heritage Trust Co | 30,324 | $495.3 萬 | 0.66% | −161−0.5% | 減碼 |
| Sendero Wealth Management, LLC | 30,074 | $491.2 萬 | 0.84% | +6,201+26.0% | 加碼 |
| BNC Wealth Management, LLC | 29,856 | $487.7 萬 | 2.09% | +729+2.5% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 29,836 | $487.3 萬 | 0.78% | +3,318+12.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 29,577 | $483.1 萬 | 0.03% | +2,518+9.3% | 加碼 |
| Ellerson Group Inc | 29,380 | $479.9 萬 | 3.67% | −1,041−3.4% | 減碼 |
| Cozad Asset Management Inc | 29,261 | $478.0 萬 | 0.50% | +1,215+4.3% | 加碼 |
| Glass Wealth Management Co LLC | 29,200 | $477.0 萬 | 2.91% | +29,200 | 新進 |
| Altrius Capital Management Inc | 29,161 | $476.3 萬 | 1.20% | −7,559−20.6% | 減碼 |
| Central Trust Co | 29,079 | $475.0 萬 | 0.12% | −451−1.5% | 減碼 |
| Tocqueville Asset Management L.P. | 29,015 | $473.9 萬 | 0.08% | −882−3.0% | 減碼 |
| Resources Investment Advisors, LLC. | 28,970 | $473.2 萬 | 0.07% | +723+2.6% | 加碼 |
| Riverview Capital Advisers, LLC | 28,830 | $470.9 萬 | 1.62% | −41−0.1% | 減碼 |
| Van Eck Associates Corp | 28,406 | $464.0 萬 | 0.01% | −164−0.6% | 減碼 |
| Citizens National Bank Trust Department | 28,399 | $463.9 萬 | 1.08% | −420−1.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 28,313 | $462.5 萬 | 0.08% | +6,099+27.5% | 加碼 |
| Parsons Capital Management Inc | 28,233 | $461.2 萬 | 0.32% | −619−2.1% | 減碼 |
| Balyasny Asset Management LLC | 28,159 | $459.9 萬 | 0.01% | +13,545+92.7% | 加碼 |
| National Asset Management, Inc. | 38,175 | $458.7 萬 | 0.12% | +5,089+15.4% | 加碼 |
| Johnson Investment Counsel Inc | 28,052 | $458.2 萬 | 0.05% | −2,677−8.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 27,818 | $454.4 萬 | 0.01% | −46,132−62.4% | 減碼 |
| Hartford Investment Management Co | 27,771 | $453.6 萬 | 0.16% | −1,889−6.4% | 減碼 |
| Del-Sette Capital Management, LLC | 27,741 | $453.1 萬 | 3.72% | +27,741 | 新進 |
| Ameritas Investment Partners, Inc. | 26,574 | $434.1 萬 | 0.15% | −4,524−14.5% | 減碼 |
| Principle Wealth Partners LLC | 26,229 | $428.4 萬 | 0.33% | +20.0% | 加碼 |
| German American Bancorp, Inc. | 25,808 | $421.5 萬 | 0.51% | +675+2.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,727 | $420.3 萬 | 0.05% | −9,789−27.6% | 減碼 |
| Prospera Financial Services Inc | 25,552 | $417.7 萬 | 0.12% | +1,199+4.9% | 加碼 |
| River Wealth Advisors LLC | 25,508 | $416.7 萬 | 0.61% | +371+1.5% | 加碼 |
| Bremer Bank National Association | 25,466 | $416.0 萬 | 0.77% | +1,193+4.9% | 加碼 |
| Wisconsin Capital Management LLC | 25,330 | $413.7 萬 | 2.17% | −500−1.9% | 減碼 |
| Securian Asset Management, Inc | 25,326 | $413.7 萬 | 0.12% | −2,537−9.1% | 減碼 |
| Cardinal Capital Management | 25,127 | $410.4 萬 | 0.67% | +1,815+7.8% | 加碼 |
| Louisiana State Employees Retirement System | 25,000 | $408.4 萬 | 0.08% | −1,600−6.0% | 減碼 |
| Surience Private Wealth LLC | 24,976 | $408.0 萬 | 3.86% | +24,976 | 新進 |
| Empirical Finance, LLC | 24,943 | $407.4 萬 | 0.25% | +559+2.3% | 加碼 |
| Virginia Wealth Management Group, Inc. | 24,581 | $401.5 萬 | 3.28% | −4,147−14.4% | 減碼 |
| Garrison Asset Management, LLC | 24,558 | $401.1 萬 | 2.11% | −521−2.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 24,469 | $399.7 萬 | 0.08% | −1,645−6.3% | 減碼 |
| Exencial Wealth Advisors, LLC | 24,429 | $399.0 萬 | 0.15% | −281−1.1% | 減碼 |
| Herold Advisors, Inc. | 24,355 | $397.8 萬 | 0.96% | −1,673−6.4% | 減碼 |
| Westchester Capital Management, LLC | 24,300 | $396.9 萬 | 0.17% | −29,100−54.5% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,251 | $396.1 萬 | 1.30% | +43+0.2% | 加碼 |
| Independent Financial Group, LLC | 24,191 | $395.1 萬 | 0.18% | +7,203+42.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 24,155 | $394.5 萬 | 0.06% | +971+4.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 24,003 | $392.1 萬 | 0.15% | −85,018−78.0% | 減碼 |
| Viking Fund Management LLC | 24,000 | $392.0 萬 | 0.71% | −12,000−33.3% | 減碼 |
| Lincoln National Corp | 23,922 | $390.7 萬 | 0.06% | +2,511+11.7% | 加碼 |
| Stock Yards Bank & Trust Co | 23,914 | $390.6 萬 | 0.13% | −1,009−4.0% | 減碼 |
| Red Cedar Investment Management, LLC | 23,872 | $389.9 萬 | 0.49% | +16,424+220.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 23,504 | $383.9 萬 | 0.62% | −1,759−7.0% | 減碼 |
| Richard Bernstein Advisors LLC | 23,490 | $383.7 萬 | 0.08% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 23,465 | $383.3 萬 | 0.12% | −3,433−12.8% | 減碼 |
| Davenport & Co LLC | 23,442 | $382.9 萬 | 0.02% | +480+2.1% | 加碼 |
| Catalyst Capital Advisors LLC | 23,300 | $380.6 萬 | 0.09% | −450−1.9% | 減碼 |
| Simplex Trading, LLC | 23,276 | $380.1 萬 | 0.11% | +23,276 | 新進 |
| Fundamentun, LLC | 23,111 | $377.5 萬 | 0.37% | −3,189−12.1% | 減碼 |
| Brookstone Capital Management | 23,076 | $376.9 萬 | 0.07% | +1,450+6.7% | 加碼 |
| CWM, LLC | 23,065 | $376.7 萬 | 0.02% | −923−3.8% | 減碼 |
| SWS Partners | 22,939 | $374.7 萬 | 1.12% | −648−2.7% | 減碼 |
| Miracle Mile Advisors, LLC | 22,821 | $372.8 萬 | 0.09% | +343+1.5% | 加碼 |
| Zacks Investment Management | 22,320 | $364.6 萬 | 0.04% | +2,824+14.5% | 加碼 |
| CFM Wealth Partners LLC | 22,171 | $362.1 萬 | 0.73% | −3,396−13.3% | 減碼 |
| BCJ Capital Management, LLC | 22,152 | $361.8 萬 | 0.29% | +22,152 | 新進 |
| New Mexico Educational Retirement Board | 22,128 | $361.4 萬 | 0.13% | −1,700−7.1% | 減碼 |
| DCM Advisors, LLC | 22,125 | $361.4 萬 | 1.49% | −1,598−6.7% | 減碼 |
| Duality Advisers, LP | 22,018 | $359.6 萬 | 0.35% | +22,018 | 新進 |
| Diversified Trust Co | 21,992 | $359.2 萬 | 0.11% | +10,735+95.4% | 加碼 |
| Hancock Whitney Corp | 21,968 | $358.8 萬 | 0.12% | −1,393−6.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 21,802 | $356.1 萬 | 0.20% | −685−3.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,743 | $355.2 萬 | 0.01% | −147,863−87.2% | 減碼 |
| Convergence Investment Partners, LLC | 21,731 | $355.0 萬 | 1.36% | +1,681+8.4% | 加碼 |
| SevenBridge Financial Group, LLC | 24,532 | $352.3 萬 | 0.80% | −905−3.6% | 減碼 |
| Americana Partners, LLC | 21,512 | $351.4 萬 | 0.29% | +2,929+15.8% | 加碼 |
| MAI Capital Management | 21,473 | $350.7 萬 | 0.04% | −221−1.0% | 減碼 |
| Becker Capital Management Inc | 21,353 | $348.8 萬 | 0.12% | −347−1.6% | 減碼 |
| Metis Global Partners, LLC | 21,328 | $348.4 萬 | 0.13% | −375−1.7% | 減碼 |
| TownSquare Capital, LLC | 21,276 | $347.5 萬 | 0.05% | −7,302−25.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 21,243 | $347.0 萬 | 0.04% | +16,153+317.3% | 加碼 |
| Synovus Financial Corp | 21,082 | $344.5 萬 | 0.04% | −54−0.3% | 減碼 |
| Neville Rodie & Shaw Inc | 21,072 | $344.2 萬 | 0.26% | −25−0.1% | 減碼 |
| Sonora Investment Management Group, LLC | 21,006 | $343.1 萬 | 0.27% | −119−0.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 21,005 | $343.1 萬 | 0.17% | +1,300+6.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 20,955 | $342.3 萬 | 0.02% | +325+1.6% | 加碼 |
| Profund Advisors LLC | 20,883 | $341.1 萬 | 0.13% | −7,558−26.6% | 減碼 |
| First Nebraska Trust Co | 20,849 | $340.5 萬 | 0.35% | +104+0.5% | 加碼 |
| Patten & Patten Inc | 20,617 | $336.8 萬 | 0.24% | +658+3.3% | 加碼 |
| PFW Advisors LLC | 20,554 | $335.7 萬 | 1.03% | −296−1.4% | 減碼 |
| Summit Financial, LLC | 20,544 | $335.6 萬 | 0.20% | +5,315+34.9% | 加碼 |
| Omers Administration Corp | 20,400 | $333.2 萬 | 0.04% | +20,400 | 新進 |
| NFJ Investment Group, LLC | 20,195 | $329.9 萬 | 0.09% | −732−3.5% | 減碼 |
| Hartford Financial Management Inc. | 20,178 | $329.6 萬 | 0.70% | −125−0.6% | 減碼 |
| Wedbush Securities Inc | 20,018 | $327.0 萬 | 0.12% | −2,269−10.2% | 減碼 |
| Mediolanum International Funds Ltd | 20,560 | $326.8 萬 | 0.05% | +20,560 | 新進 |