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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 19,911 | $325.2 萬 | 1.17% | +288+1.5% | 加碼 |
| Rockline Wealth Management, LLC | 19,864 | $324.5 萬 | 1.13% | +584+3.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 19,810 | $323.6 萬 | 0.05% | +640+3.3% | 加碼 |
| City Holding Co | 19,794 | $323.3 萬 | 0.48% | −463−2.3% | 減碼 |
| Regions Financial Corp | 19,753 | $322.6 萬 | 0.02% | −900−4.4% | 減碼 |
| Banque Cantonale Vaudoise | 19,717 | $322.1 萬 | 0.13% | −11,171−36.2% | 減碼 |
| Burney Co | 19,530 | $319.0 萬 | 0.12% | −425−2.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 19,445 | $317.6 萬 | 0.04% | −52,469−73.0% | 減碼 |
| Monument Capital Management | 19,444 | $317.6 萬 | 0.92% | −1,547−7.4% | 減碼 |
| Somerset Trust Co | 19,327 | $315.7 萬 | 1.29% | +472+2.5% | 加碼 |
| Intrust Bank NA | 19,260 | $314.6 萬 | 0.34% | +149+0.8% | 加碼 |
| Vestcor Inc | 19,230 | $314.1 萬 | 0.11% | −8,182−29.8% | 減碼 |
| Financial Counselors Inc | 19,097 | $311.9 萬 | 0.05% | −687−3.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 19,090 | $311.8 萬 | 0.20% | +1,345+7.6% | 加碼 |
| Avantax Planning Partners, Inc. | 18,985 | $310.1 萬 | 0.10% | +14,409+314.9% | 加碼 |
| Equitable Trust Co | 18,963 | $309.7 萬 | 0.21% | −6,241−24.8% | 減碼 |
| Strategic Planning Group, LLC | 18,774 | $306.7 萬 | 0.77% | +2,414+14.8% | 加碼 |
| Azzad Asset Management Inc | 18,741 | $306.1 萬 | 0.36% | +513+2.8% | 加碼 |
| Snowden Capital Advisors LLC | 18,470 | $301.7 萬 | 0.09% | +1,713+10.2% | 加碼 |
| Icon Wealth Advisors, LLC | 18,391 | $300.4 萬 | 0.28% | +684+3.9% | 加碼 |
| NorthCrest Asset Manangement, LLC | 18,360 | $299.9 萬 | 0.10% | −1,841−9.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 18,321 | $299.3 萬 | 0.05% | +23+0.1% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $298.9 萬 | 0.38% | 00.0% | 不變 |
| HB Wealth Management, LLC | 18,244 | $298.0 萬 | 0.04% | +82+0.5% | 加碼 |
| HBK Sorce Advisory LLC | 18,240 | $297.9 萬 | 0.11% | +140+0.8% | 加碼 |
| Argyle Capital Management Inc. | 18,046 | $294.8 萬 | 1.14% | −1,100−5.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 17,890 | $292.2 萬 | 0.08% | +13,065+270.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 17,773 | $290.3 萬 | 1.52% | −243−1.3% | 減碼 |
| Keystone Wealth Services, LLC | 17,644 | $288.2 萬 | 0.94% | +20.0% | 加碼 |
| Ziegler Capital Management, LLC | 17,435 | $287.8 萬 | 0.11% | −1,125−6.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 17,526 | $286.3 萬 | 0.05% | −2,153−10.9% | 減碼 |
| XML Financial, LLC | 17,485 | $285.6 萬 | 0.29% | −5,386−23.5% | 減碼 |
| Auxier Asset Management | 17,480 | $285.5 萬 | 0.43% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 17,456 | $285.1 萬 | 0.03% | +2,009+13.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 17,456 | $285.1 萬 | 0.03% | +2,009+13.0% | 加碼 |
| Metropolitan Life Insurance Co | 17,342 | $283.3 萬 | 0.12% | −565−3.2% | 減碼 |
| Quantinno Capital Management LP | 17,282 | $282.3 萬 | 0.06% | +3,679+27.0% | 加碼 |
| Carret Asset Management, LLC | 17,263 | $282.0 萬 | 0.33% | −185−1.1% | 減碼 |
| Fernwood Investment Management, LLC | 17,255 | $281.8 萬 | 0.82% | 00.0% | 不變 |
| Panagora Asset Management Inc | 17,244 | $281.7 萬 | 0.01% | +37+0.2% | 加碼 |
| Wilkins Investment Counsel Inc | 17,073 | $278.9 萬 | 0.41% | +12,984+317.5% | 加碼 |
| Koshinski Asset Management, Inc. | 17,028 | $278.1 萬 | 0.28% | +624+3.8% | 加碼 |
| Principal Securities, Inc. | 17,010 | $277.8 萬 | 0.09% | +915+5.7% | 加碼 |
| Clifford Swan Investment Counsel LLC | 16,958 | $277.0 萬 | 0.10% | −790−4.5% | 減碼 |
| Cornercap Investment Counsel Inc | 16,887 | $275.8 萬 | 0.42% | −114−0.7% | 減碼 |
| Tiaa Trust, National Association | 16,829 | $274.9 萬 | 0.01% | +2,013+13.6% | 加碼 |
| Horizon Investment Services, LLC | 16,788 | $274.2 萬 | 1.34% | −795−4.5% | 減碼 |
| Northside Capital Management, LLC | 16,725 | $273.2 萬 | 0.49% | 00.0% | 不變 |
| Moser Wealth Advisors, LLC | 16,721 | $273.1 萬 | 1.52% | +80.0% | 加碼 |
| TBH Global Asset Management, LLC | 16,602 | $271.2 萬 | 0.54% | −30−0.2% | 減碼 |
| Vident Advisory, LLC | 16,531 | $270.0 萬 | 0.06% | −3,096−15.8% | 減碼 |
| Everett Harris & Co | 16,478 | $269.2 萬 | 0.04% | +78+0.5% | 加碼 |
| First Hawaiian Bank | 16,459 | $268.8 萬 | 0.08% | −139−0.8% | 減碼 |
| Community Bank, N.A. | 16,434 | $268.4 萬 | 0.35% | −858−5.0% | 減碼 |
| Sowell Financial Services LLC | 16,334 | $266.8 萬 | 0.13% | −446−2.7% | 減碼 |
| AustralianSuper Pty Ltd | 16,290 | $266.1 萬 | 0.02% | −15,232−48.3% | 減碼 |
| Teamwork Financial Advisors, LLC | 16,203 | $264.7 萬 | 0.41% | +9,147+129.6% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 16,183 | $264.1 萬 | 2.42% | −2,284−12.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 16,116 | $263.3 萬 | 0.06% | +385+2.4% | 加碼 |
| BKM Wealth Management, LLC | 16,064 | $262.4 萬 | 1.13% | +568+3.7% | 加碼 |
| Ontario Teachers Pension Plan Board | 15,985 | $261.1 萬 | 0.02% | −8,999−36.0% | 減碼 |
| Crescent Sterling, Ltd. | 15,983 | $261.1 萬 | 2.38% | −55−0.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 15,968 | $260.8 萬 | 0.20% | −6,212−28.0% | 減碼 |
| Great Valley Advisor Group, Inc. | 15,769 | $257.6 萬 | 0.08% | +1,777+12.7% | 加碼 |
| FDx Advisors, Inc. | 15,726 | $256.9 萬 | 0.39% | +1,667+11.9% | 加碼 |
| Norinchukin Bank, The | 15,562 | $254.2 萬 | 0.08% | −551−3.4% | 減碼 |
| Pacific Global Investment Management CO | 15,358 | $250.9 萬 | 0.48% | +4,089+36.3% | 加碼 |
| Magnetar Financial LLC | 15,324 | $250.3 萬 | 0.06% | +15,324 | 新進 |
| Hendley & Co Inc | 15,300 | $249.9 萬 | 0.89% | 00.0% | 不變 |
| Lido Advisors, LLC | 15,281 | $249.6 萬 | 0.02% | +859+6.0% | 加碼 |
| Independent Solutions Wealth Management, LLC | 15,266 | $249.4 萬 | 0.59% | +539+3.7% | 加碼 |
| First Manhattan Co | 15,164 | $247.7 萬 | 0.01% | −97−0.6% | 減碼 |
| Allworth Financial LP | 15,079 | $246.3 萬 | 0.02% | +446+3.0% | 加碼 |
| Capital Advisors Inc | 15,073 | $246.2 萬 | 0.05% | +127+0.8% | 加碼 |
| Curbstone Financial Management Corp | 15,072 | $246.2 萬 | 0.53% | −1,150−7.1% | 減碼 |
| Van Leeuwen & Company, LLC | 14,833 | $242.3 萬 | 1.23% | +24+0.2% | 加碼 |
| Harbour Investment Management LLC | 14,532 | $237.4 萬 | 1.11% | −79−0.5% | 減碼 |
| First National Advisers, LLC | 17,067 | $233.7 萬 | 0.52% | −36−0.2% | 減碼 |
| Alberta Investment Management Corp | 14,200 | $231.9 萬 | 0.02% | 00.0% | 不變 |
| Stephens Inc | 14,199 | $231.9 萬 | 0.04% | −409−2.8% | 減碼 |
| PFG Investments, LLC | 14,190 | $231.8 萬 | 0.14% | +11,223+378.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,190 | $231.8 萬 | 0.16% | −1,484−9.5% | 減碼 |
| Atlas Private Wealth Management | 14,171 | $231.5 萬 | 0.97% | +1,725+13.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 14,091 | $230.2 萬 | 0.10% | +197+1.4% | 加碼 |
| KMG Fiduciary Partners, LLC | 14,069 | $229.8 萬 | 0.24% | +114+0.8% | 加碼 |
| Veriti Management LLC | 13,926 | $227.5 萬 | 0.17% | +899+6.9% | 加碼 |
| Ieq Capital, LLC | 13,922 | $227.4 萬 | 0.03% | +1,261+10.0% | 加碼 |
| Fortem Financial Group, LLC | 13,866 | $226.5 萬 | 0.99% | +354+2.6% | 加碼 |
| Logan Capital Management Inc | 13,839 | $226.0 萬 | 0.10% | 00.0% | 不變 |
| Sigma Planning Corp | 13,663 | $223.2 萬 | 0.07% | +7,018+105.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 13,644 | $222.9 萬 | 0.06% | −281−2.0% | 減碼 |
| NewEdge Wealth, LLC | 15,460 | $222.4 萬 | 0.05% | +1,816+13.3% | 加碼 |
| Arvest Trust Co N A | 13,419 | $219.2 萬 | 0.12% | −840−5.9% | 減碼 |
| Shelton Capital Management | 13,337 | $217.8 萬 | 0.06% | −7,489−36.0% | 減碼 |
| Evercore Wealth Management, LLC | 13,320 | $217.6 萬 | 0.03% | −137−1.0% | 減碼 |
| YHB Investment Advisors, Inc. | 13,299 | $217.2 萬 | 0.19% | +485+3.8% | 加碼 |
| Terry L. Blaker | 13,172 | $215.2 萬 | 0.16% | −300−2.2% | 減碼 |
| Inscription Capital, LLC | 13,153 | $214.8 萬 | 0.35% | +5,709+76.7% | 加碼 |
| Fruth Investment Management | 13,095 | $213.8 萬 | 0.55% | 00.0% | 不變 |
| Energy Income Partners, LLC | 13,028 | $212.8 萬 | 0.04% | +3,250+33.2% | 加碼 |