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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 13,015 | $212.6 萬 | 0.07% | −377−2.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 15,254 | $212.6 萬 | 0.02% | +110+0.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 12,974 | $211.9 萬 | 0.13% | −25,002−65.8% | 減碼 |
| Wetherby Asset Management Inc | 12,854 | $210.0 萬 | 0.10% | −42−0.3% | 減碼 |
| Commerzbank Aktiengesellschaft | 12,759 | $208.5 萬 | 0.07% | +4,117+47.6% | 加碼 |
| Estate Counselors, LLC | 12,670 | $207.0 萬 | 0.24% | 00.0% | 不變 |
| Ar Asset Management Inc | 12,600 | $205.8 萬 | 0.50% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 12,591 | $205.7 萬 | 0.02% | −7,154−36.2% | 減碼 |
| Country Club Bank | 12,565 | $205.2 萬 | 0.14% | −31,915−71.8% | 減碼 |
| GeoWealth Management, LLC | 12,541 | $204.8 萬 | 0.08% | +10,920+673.7% | 加碼 |
| United Services Automobile Association | 12,519 | $204.5 萬 | 0.05% | −801−6.0% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 12,491 | $204.0 萬 | 0.50% | −1,765−12.4% | 減碼 |
| International Assets Investment Management, LLC | 12,455 | $203.4 萬 | 0.21% | −1,893−13.2% | 減碼 |
| Valeo Financial Advisors, LLC | 12,810 | $202.1 萬 | 0.07% | −1,075−7.7% | 減碼 |
| Paragon Capital Management LLC | 12,364 | $202.0 萬 | 1.09% | +108+0.9% | 加碼 |
| Bangor Savings Bank | 12,330 | $201.4 萬 | 0.21% | −66−0.5% | 減碼 |
| Haverford Trust Co | 12,278 | $200.5 萬 | 0.02% | −721−5.5% | 減碼 |
| Axxcess Wealth Management, LLC | 12,203 | $199.3 萬 | 0.06% | +2,404+24.5% | 加碼 |
| Paradigm Asset Management Co LLC | 12,200 | $199.3 萬 | 0.51% | 00.0% | 不變 |
| Marion Wealth Management | 12,199 | $199.3 萬 | 0.59% | −127−1.0% | 減碼 |
| Williams Jones Wealth Management, LLC. | 12,179 | $198.9 萬 | 0.03% | +259+2.2% | 加碼 |
| UniSuper Management Pty Ltd | 12,104 | $197.7 萬 | 0.02% | +8,174+208.0% | 加碼 |
| Pathway Financial Advisers, LLC | 11,909 | $194.5 萬 | 0.70% | −202−1.7% | 減碼 |
| Moors & Cabot, Inc. | 11,853 | $193.6 萬 | 0.10% | −598−4.8% | 減碼 |
| Smith, Moore & Co. | 11,850 | $193.6 萬 | 0.21% | −870−6.8% | 減碼 |
| Islay Capital Management, LLC | 11,714 | $191.3 萬 | 1.42% | −8−0.1% | 減碼 |
| Gateway Investment Advisers LLC | 11,705 | $191.2 萬 | 0.02% | +1,934+19.8% | 加碼 |
| Squarepoint Ops LLC | 11,661 | $190.5 萬 | 0.01% | −261−2.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 11,660 | $190.4 萬 | 0.02% | +1,028+9.7% | 加碼 |
| Savant Capital, LLC | 11,655 | $190.4 萬 | 0.02% | −18−0.2% | 減碼 |
| Rakuten Investment Management, Inc. | 11,649 | $190.3 萬 | 0.01% | +10,558+967.7% | 加碼 |
| IHT Wealth Management, LLC | 831,910 | $189.8 萬 | 0.08% | +819,182+6,436.1% | 加碼 |
| Parallel Advisors, LLC | 11,605 | $189.6 萬 | 0.05% | +162+1.4% | 加碼 |
| Exeter Financial, LLC | 11,075 | $189.0 萬 | 0.87% | −575−4.9% | 減碼 |
| Groupama Asset Managment | 5,689 | $188.4 萬 | 0.03% | −17,739−75.7% | 減碼 |
| LRT Capital Management, LLC | 11,534 | $188.4 萬 | 1.69% | −7,147−38.3% | 減碼 |
| Apollon Wealth Management, LLC | 11,528 | $188.3 萬 | 0.06% | +1,028+9.8% | 加碼 |
| BBR Partners, LLC | 11,475 | $187.4 萬 | 0.15% | +672+6.2% | 加碼 |
| Financial Advocates Investment Management | 11,470 | $187.4 萬 | 0.11% | +411+3.7% | 加碼 |
| Spire Wealth Management | 11,390 | $186.0 萬 | 0.05% | +201+1.8% | 加碼 |
| Wealthspire Advisors, LLC | 11,368 | $185.7 萬 | 0.02% | −190−1.6% | 減碼 |
| Bragg Financial Advisors, Inc | 11,353 | $185.4 萬 | 0.08% | −130−1.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 11,339 | $185.2 萬 | 0.06% | +6,595+139.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,310 | $184.7 萬 | 0.03% | +1,020+9.9% | 加碼 |
| Ostrum Asset Management | 11,251 | $183.8 萬 | 0.15% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 11,178 | $182.6 萬 | 0.04% | +9,055+426.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 11,109 | $181.5 萬 | 0.65% | 00.0% | 不變 |
| Counterweight Ventures, LLC | 11,108 | $181.4 萬 | 1.46% | +8,798+380.9% | 加碼 |
| Rowland & Co Investment Counsel | 11,096 | $181.2 萬 | 0.38% | +900+8.8% | 加碼 |
| Fiduciary Trust Co | 11,050 | $180.5 萬 | 0.03% | −190−1.7% | 減碼 |
| Armor Investment Advisors, LLC | 11,035 | $180.2 萬 | 0.87% | −130−1.2% | 減碼 |
| Venturi Wealth Management, LLC | 10,947 | $178.8 萬 | 0.11% | +5,505+101.2% | 加碼 |
| Guardian Wealth Management, Inc. | 10,846 | $177.2 萬 | 1.36% | −319−2.9% | 減碼 |
| NEOS Investment Management LLC | 10,826 | $176.8 萬 | 0.11% | +4,593+73.7% | 加碼 |
| Greenleaf Trust | 10,762 | $175.8 萬 | 0.02% | +238+2.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 10,758 | $175.7 萬 | 0.09% | +3,524+48.7% | 加碼 |
| First National Trust Co | 10,741 | $175.4 萬 | 0.07% | +1,467+15.8% | 加碼 |
| Tower Bridge Advisors | 10,612 | $173.3 萬 | 0.18% | 00.0% | 不變 |
| South State Corp. | 10,582 | $172.8 萬 | 0.13% | +108+1.0% | 加碼 |
| Barry Investment Advisors, LLC | 10,550 | $172.3 萬 | 0.57% | +45+0.4% | 加碼 |
| Regal Investment Advisors LLC | 10,513 | $171.7 萬 | 0.12% | −235−2.2% | 減碼 |
| Resources Management Corp | 10,437 | $170.5 萬 | 0.25% | −50−0.5% | 減碼 |
| Scotia Capital Inc. | 10,428 | $170.3 萬 | 0.01% | −243−2.3% | 減碼 |
| Jeppson Wealth Management, LLC | 10,417 | $170.2 萬 | 0.66% | −180−1.7% | 減碼 |
| RFG Advisory, LLC | 10,396 | $169.8 萬 | 0.06% | −259−2.4% | 減碼 |
| Searle & Co. | 10,383 | $169.6 萬 | 0.43% | 00.0% | 不變 |
| Quarry LP | 10,329 | $168.7 萬 | 0.69% | +6,578+175.4% | 加碼 |
| Horizon Investments, LLC | 10,321 | $168.6 萬 | 0.04% | +3,113+43.2% | 加碼 |
| Adirondack Trust Co | 10,202 | $166.6 萬 | 0.70% | −200−1.9% | 減碼 |
| Ingalls & Snyder LLC | 10,180 | $166.3 萬 | 0.07% | −5,655−35.7% | 減碼 |
| Steward Partners Investment Solutions, LLC | 10,170 | $166.1 萬 | 0.28% | −114−1.1% | 減碼 |
| Tyche Wealth Partners LLC | 10,148 | $165.8 萬 | 0.41% | −5,572−35.4% | 減碼 |
| Cullinan Associates Inc | 10,139 | $165.6 萬 | 0.09% | +2,400+31.0% | 加碼 |
| Pavion Blue Capital, LLC | 10,087 | $164.8 萬 | 0.82% | −405−3.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 10,066 | $164.4 萬 | 0.08% | −487−4.6% | 減碼 |
| Aquila Investment Management LLC | 10,000 | $163.3 萬 | 1.39% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 9,985 | $163.1 萬 | 0.59% | −8,258−45.3% | 減碼 |
| Segment Wealth Management, LLC | 9,966 | $162.8 萬 | 0.12% | +592+6.3% | 加碼 |
| First National Bank of Omaha | 13,123 | $162.0 萬 | 0.11% | −25,955−66.4% | 減碼 |
| Harvest Portfolios Group Inc. | 9,895 | $161.6 萬 | 0.06% | −3,857−28.0% | 減碼 |
| Caldwell Trust Co | 9,887 | $161.5 萬 | 0.19% | +1,075+12.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 9,731 | $158.9 萬 | 0.06% | −785−7.5% | 減碼 |
| Integrated Wealth Concepts LLC | 9,672 | $158.0 萬 | 0.02% | +410+4.4% | 加碼 |
| Cowa, LLC | 9,641 | $157.6 萬 | 0.93% | −1,010−9.5% | 減碼 |
| Alta Capital Management LLC | 9,607 | $156.9 萬 | 0.10% | −28,829−75.0% | 減碼 |
| Cornerstone Advisors, LLC | 9,600 | $156.8 萬 | 0.06% | +1,100+12.9% | 加碼 |
| Signaturefd, LLC | 9,589 | $156.6 萬 | 0.03% | −592−5.8% | 減碼 |
| Redwood Investment Management, LLC | 9,578 | $156.4 萬 | 0.15% | −2,329−19.6% | 減碼 |
| Ramirez Asset Management, Inc. | 9,562 | $156.2 萬 | 0.32% | 00.0% | 不變 |
| Buckingham Strategic Partners | 9,556 | $156.1 萬 | 0.05% | +7,900+477.1% | 加碼 |
| Two Sigma Investments, LP | 9,500 | $155.2 萬 | 0.00% | −5,000−34.5% | 減碼 |
| J. W. Coons Advisors, LLC | 9,478 | $154.8 萬 | 0.35% | 00.0% | 不變 |
| Umpqua Bank | 9,439 | $154.2 萬 | 0.63% | +9,439 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,437 | $154.2 萬 | 0.07% | +1,256+15.4% | 加碼 |
| JBR Co Financial Management Inc | 9,435 | $154.1 萬 | 1.23% | −130−1.4% | 減碼 |
| Delta Financial Advisors LLC | 9,395 | $153.5 萬 | 0.61% | +311+3.4% | 加碼 |
| Verdence Capital Advisors LLC | 9,389 | $153.4 萬 | 0.14% | +659+7.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,380 | $153.2 萬 | 0.07% | +977+11.6% | 加碼 |
| Equitable Holdings, Inc. | 9,356 | $152.8 萬 | 0.02% | +625+7.2% | 加碼 |
| Boston Trust Walden Corp | 9,343 | $152.6 萬 | 0.01% | −683−6.8% | 減碼 |