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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 6,939 | $113.3 萬 | 0.47% | +625+9.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,923 | $113.1 萬 | 0.20% | +435+6.7% | 加碼 |
| Greylin Investment Mangement Inc | 6,921 | $113.0 萬 | 0.18% | −1,500−17.8% | 減碼 |
| Cladis Investment Advisory, LLC | 6,882 | $112.4 萬 | 0.82% | −89−1.3% | 減碼 |
| Creekmur Asset Management LLC | 6,873 | $112.3 萬 | 0.38% | −416−5.7% | 減碼 |
| Atlas Capital Advisors LLC | 6,857 | $112.0 萬 | 0.18% | −94−1.4% | 減碼 |
| Rathbone Brothers plc | 6,842 | $111.8 萬 | 0.01% | −1,726−20.1% | 減碼 |
| Nikko Asset Management Americas, Inc. | 6,813 | $111.3 萬 | 0.01% | −527−7.2% | 減碼 |
| Clearstead Advisors, LLC | 7,665 | $111.2 萬 | 0.06% | −80−1.0% | 減碼 |
| 1st Source Bank | 6,791 | $110.9 萬 | 0.06% | 00.0% | 不變 |
| Versor Investments LP | 6,787 | $110.9 萬 | 0.22% | +6,787 | 新進 |
| IFP Advisors, Inc | 6,756 | $110.4 萬 | 0.05% | +233+3.6% | 加碼 |
| Welch & Forbes LLC | 6,700 | $109.4 萬 | 0.02% | +75+1.1% | 加碼 |
| Financial Sense Advisors, Inc. | 6,700 | $109.4 萬 | 0.39% | +87+1.3% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 6,666 | $108.9 萬 | 0.04% | −96−1.4% | 減碼 |
| Farther Finance Advisors, LLC | 6,638 | $108.4 萬 | 0.07% | +925+16.2% | 加碼 |
| MCF Advisors LLC | 6,635 | $108.4 萬 | 0.08% | −96−1.4% | 減碼 |
| Accordant Advisory Group Inc | 6,627 | $108.2 萬 | 0.81% | +6,627 | 新進 |
| Mount Yale Investment Advisors, LLC | 6,597 | $107.8 萬 | 0.08% | +866+15.1% | 加碼 |
| Symmetry Investments LP | 6,590 | $107.6 萬 | 0.11% | +4,602+231.5% | 加碼 |
| V-Square Quantitative Management LLC | 6,586 | $107.6 萬 | 0.18% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 6,553 | $107.0 萬 | 0.12% | +199+3.1% | 加碼 |
| Jones Financial Companies LLLP | 6,544 | $106.9 萬 | 0.00% | +4,224+182.1% | 加碼 |
| Lake Street Financial LLC | 6,539 | $106.8 萬 | 0.15% | −784−10.7% | 減碼 |
| We Are One Seven, LLC | 6,537 | $106.8 萬 | 0.06% | −699−9.7% | 減碼 |
| Navalign, LLC | 6,524 | $106.6 萬 | 0.35% | −243−3.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,523 | $106.5 萬 | 0.09% | +28+0.4% | 加碼 |
| Miller Investment Management, LP | 6,500 | $106.2 萬 | 0.14% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 6,469 | $105.7 萬 | 0.02% | +200+3.2% | 加碼 |
| Adviser Investments LLC | 6,462 | $105.6 萬 | 0.01% | −127−1.9% | 減碼 |
| Baader Bank INC | 6,454 | $105.4 萬 | 0.09% | +1,545+31.5% | 加碼 |
| Grimes & Company, Inc. | 6,443 | $105.2 萬 | 0.03% | +4,561+242.3% | 加碼 |
| South Street Advisors LLC | 6,420 | $104.9 萬 | 0.17% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 6,405 | $104.6 萬 | 0.09% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 6,381 | $104.2 萬 | 0.21% | −298−4.5% | 減碼 |
| MONECO Advisors, LLC | 6,344 | $103.6 萬 | 0.16% | +277+4.6% | 加碼 |
| Cidel Asset Management Inc | 6,336 | $103.5 萬 | 0.08% | −235−3.6% | 減碼 |
| Sutton Place Investors LLC | 6,281 | $102.6 萬 | 0.51% | +1,865+42.2% | 加碼 |
| Castleark Management LLC | 6,260 | $102.3 萬 | 0.04% | 00.0% | 不變 |
| American Financial Group Inc | 6,250 | $102.1 萬 | 0.38% | 00.0% | 不變 |
| Bank of Hawaii | 6,245 | $102.0 萬 | 0.05% | +302+5.1% | 加碼 |
| Prudential PLC | 6,219 | $101.6 萬 | 0.01% | −17,899−74.2% | 減碼 |
| Basepoint Wealth LLC | 6,218 | $101.6 萬 | 0.76% | −1,864−23.1% | 減碼 |
| CAPROCK Group, Inc. | 6,203 | $101.3 萬 | 0.06% | +62+1.0% | 加碼 |
| Schechter Investment Advisors, LLC | 6,192 | $101.1 萬 | 0.08% | +977+18.7% | 加碼 |
| Schear Investment Advisers, LLC | 6,152 | $100.5 萬 | 0.81% | +1,251+25.5% | 加碼 |
| South Dakota Investment Council | 6,146 | $100.4 萬 | 0.02% | −23,907−79.5% | 減碼 |
| Westhampton Capital, LLC | 6,141 | $100.3 萬 | 0.55% | 00.0% | 不變 |
| Dearborn Partners LLC | 6,109 | $99.8 萬 | 0.04% | −1,051−14.7% | 減碼 |
| Epoch Investment Partners, Inc. | 6,102 | $99.7 萬 | 0.00% | −87−1.4% | 減碼 |
| Aull & Monroe Investment Management Corp | 6,092 | $99.5 萬 | 0.46% | −350−5.4% | 減碼 |
| Massmutual Trust Co FSB | 6,081 | $99.3 萬 | 0.03% | +479+8.6% | 加碼 |
| Whittier Trust Co of Nevada Inc | 6,076 | $99.2 萬 | 0.03% | +283+4.9% | 加碼 |
| Institutional & Family Asset Management, LLC | 6,048 | $98.8 萬 | 0.16% | −65−1.1% | 減碼 |
| Strategic Financial Services, Inc, | 6,045 | $98.7 萬 | 0.06% | −340−5.3% | 減碼 |
| Checchi Capital Advisers, LLC | 6,034 | $98.6 萬 | 0.08% | +101+1.7% | 加碼 |
| Erste Asset Management GmbH | 6,200 | $98.6 萬 | 0.01% | −10,050−61.8% | 減碼 |
| Wealth Advisory Solutions, LLC | 6,028 | $98.5 萬 | 0.25% | +6,028 | 新進 |
| Heck Capital Advisors, LLC | 6,021 | $98.3 萬 | 0.15% | 00.0% | 不變 |
| Hilltop National Bank | 6,007 | $98.1 萬 | 0.33% | +6,007 | 新進 |
| Park Circle Co | 6,000 | $98.0 萬 | 0.91% | 00.0% | 不變 |
| CSS LLC | 6,000 | $98.0 萬 | 0.08% | +4,000+200.0% | 加碼 |
| Fisher Asset Management, LLC | 5,998 | $98.0 萬 | 0.00% | −1,014−14.5% | 減碼 |
| Busey Wealth Management | 5,990 | $97.8 萬 | 0.03% | +100+1.7% | 加碼 |
| Rosenberg Matthew Hamilton | 5,983 | $97.7 萬 | 0.28% | −135−2.2% | 減碼 |
| Private Trust Co NA | 5,983 | $97.7 萬 | 0.11% | +502+9.2% | 加碼 |
| Allen Capital Group, LLC | 5,976 | $97.6 萬 | 0.14% | +76+1.3% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $97.0 萬 | 0.20% | −3,197−35.0% | 減碼 |
| Keynote Financial Services LLC | 5,904 | $96.4 萬 | 0.81% | +5,904 | 新進 |
| Sandy Spring Bank | 5,898 | $96.3 萬 | 0.04% | −238−3.9% | 減碼 |
| Affinity Investment Advisors, LLC | 5,888 | $96.2 萬 | 0.70% | +3,160+115.8% | 加碼 |
| Palisade Asset Management, LLC | 5,878 | $96.0 萬 | 0.09% | +125+2.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,880 | $96.0 萬 | 0.35% | −100−1.7% | 減碼 |
| Integrated Advisors Network LLC | 5,841 | $95.4 萬 | 0.05% | −42−0.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 5,836 | $95.3 萬 | 0.09% | +5,119+713.9% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,829 | $95.2 萬 | 0.39% | −865−12.9% | 減碼 |
| Aviance Capital Partners, LLC | 5,828 | $95.2 萬 | 0.14% | +4,245+268.2% | 加碼 |
| Retirement Group, LLC | 5,811 | $94.9 萬 | 0.34% | +10.0% | 加碼 |
| Birmingham Capital Management Co Inc | 5,801 | $94.8 萬 | 0.35% | −551−8.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,795 | $94.7 萬 | 0.14% | −22−0.4% | 減碼 |
| Ameritas Advisory Services, LLC | 6,375 | $94.6 萬 | 0.04% | −422−6.2% | 減碼 |
| Virtus ETF Advisers LLC | 5,775 | $94.3 萬 | 0.50% | +603+11.7% | 加碼 |
| Banco Santander, S.A. | 5,738 | $93.7 萬 | 0.01% | +5,738 | 新進 |
| Retirement Planning Co of New England, Inc. | 5,713 | $93.3 萬 | 0.51% | −152−2.6% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,636 | $93.2 萬 | 0.18% | −122−2.1% | 減碼 |
| Invst, LLC | 5,689 | $92.9 萬 | 0.11% | +5,689 | 新進 |
| Doheny Asset Management | 5,689 | $92.9 萬 | 0.76% | 00.0% | 不變 |
| Trust Co of Toledo NA | 5,667 | $92.6 萬 | 0.14% | −129−2.2% | 減碼 |
| Great Diamond Partners, LLC | 5,636 | $92.1 萬 | 0.21% | +3,872+219.5% | 加碼 |
| Stegent Equity Advisors, Inc. | 5,632 | $92.0 萬 | 0.93% | −70−1.2% | 減碼 |
| Caxton Associates LP | 5,630 | $92.0 萬 | 0.06% | +1,024+22.2% | 加碼 |
| Wealth Alliance | 5,523 | $90.2 萬 | 0.12% | +322+6.2% | 加碼 |
| Eagle Strategies LLC | 5,519 | $90.2 萬 | 0.20% | +5,519 | 新進 |
| TrinityPoint Wealth, LLC | 5,505 | $89.9 萬 | 0.15% | +335+6.5% | 加碼 |
| Outfitter Financial LLC | 5,500 | $89.8 萬 | 0.74% | 00.0% | 不變 |
| Bank Ozk | 5,488 | $89.6 萬 | 0.40% | +575+11.7% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 5,487 | $89.6 萬 | 0.08% | −542−9.0% | 減碼 |
| Western Financial Corp | 5,487 | $89.6 萬 | 0.55% | −628−10.3% | 減碼 |
| Castlekeep Investment Advisors LLC | 5,464 | $89.2 萬 | 0.64% | −2,092−27.7% | 減碼 |
| Atomi Financial Group, Inc. | 5,452 | $89.0 萬 | 0.08% | +80+1.5% | 加碼 |