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 2 季 13F 持有人
Phillips 66 在 2024/6/30 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
- 1,787
- 較 2024 年第 1 季 −68 家
- 持有股數
- 3.13 億
- 較 2024 年第 1 季 −673.1 萬 (−2.1%)
- 總市值
- $442.0 億
- 較 2024 年第 1 季 −$78.4 億 (−15.1%)
- 新進機構
- 111
- 另有 644 家加碼
- 清倉機構
- 179
- 另有 697 家減碼
另有 24 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 5,548 | $78.3 萬 | 0.62% | −670−10.8% | 減碼 |
| Hudson Valley Investment Advisors Inc | 5,904 | $79.0 萬 | 0.10% | +3,094+110.1% | 加碼 |
| Allen Capital Group, LLC | 5,600 | $79.1 萬 | 0.11% | −376−6.3% | 減碼 |
| Nikko Asset Management Americas, Inc. | 5,620 | $79.3 萬 | 0.01% | −1,193−17.5% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 5,631 | $79.5 萬 | 0.07% | +144+2.6% | 加碼 |
| Stegent Equity Advisors, Inc. | 5,632 | $79.5 萬 | 0.83% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 5,646 | $79.7 萬 | 0.00% | −352−5.9% | 減碼 |
| Birmingham Capital Management Co Inc | 5,651 | $79.8 萬 | 0.31% | −150−2.6% | 減碼 |
| Trust Co of Toledo NA | 5,665 | $80.0 萬 | 0.12% | −20.0% | 減碼 |
| Doheny Asset Management | 5,689 | $80.3 萬 | 0.57% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 5,694 | $80.4 萬 | 0.19% | +58+1.0% | 加碼 |
| Veracity Capital LLC | 5,733 | $80.9 萬 | 0.34% | −1,474−20.5% | 減碼 |
| Essex Financial Services, Inc. | 5,979 | $81.0 萬 | 0.06% | +2,826+89.6% | 加碼 |
| Autumn Glory Partners, LLC | 5,740 | $81.0 萬 | 0.41% | +1,000+21.1% | 加碼 |
| Integrated Advisors Network LLC | 5,767 | $81.4 萬 | 0.04% | −74−1.3% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,776 | $81.5 萬 | 0.12% | −19−0.3% | 減碼 |
| Rosenberg Matthew Hamilton | 5,787 | $81.6 萬 | 0.24% | −196−3.3% | 減碼 |
| Western Financial Corp | 5,791 | $81.8 萬 | 0.49% | +304+5.5% | 加碼 |
| Vanguard Capital Wealth Advisors | 5,797 | $81.8 萬 | 0.55% | +1,597+38.0% | 加碼 |
| Massmutual Trust Co FSB | 5,843 | $82.5 萬 | 0.03% | −238−3.9% | 減碼 |
| Palisade Asset Management, LLC | 5,878 | $83.0 萬 | 0.09% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 5,880 | $83.0 萬 | 0.30% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 5,881 | $83.0 萬 | 0.17% | −500−7.8% | 減碼 |
| Verition Fund Management LLC | 5,889 | $83.1 萬 | 0.01% | +1,206+25.8% | 加碼 |
| Keynote Financial Services LLC | 5,904 | $83.3 萬 | 0.70% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,937 | $83.8 萬 | 0.04% | +1,245+26.5% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $83.8 萬 | 0.17% | 00.0% | 不變 |
| Sandy Spring Bank | 5,947 | $84.0 萬 | 0.04% | +49+0.8% | 加碼 |
| Schechter Investment Advisors, LLC | 5,961 | $84.2 萬 | 0.06% | −231−3.7% | 減碼 |
| Dearborn Partners LLC | 5,974 | $84.3 萬 | 0.04% | −135−2.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,976 | $84.4 萬 | 0.46% | +263+4.6% | 加碼 |
| Strategic Financial Services, Inc, | 5,995 | $84.6 萬 | 0.05% | −50−0.8% | 減碼 |
| Park Circle Co | 6,000 | $84.7 萬 | 0.84% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 6,021 | $85.0 萬 | 0.11% | 00.0% | 不變 |
| Tradewinds, LLC. | 6,026 | $85.1 萬 | 0.26% | +6,026 | 新進 |
| Wealth Advisory Solutions, LLC | 6,028 | $85.1 萬 | 0.23% | 00.0% | 不變 |
| Invst, LLC | 6,056 | $85.4 萬 | 0.09% | +367+6.5% | 加碼 |
| Institutional & Family Asset Management, LLC | 6,048 | $85.4 萬 | 0.13% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 6,059 | $85.5 萬 | 0.07% | +25+0.4% | 加碼 |
| Aull & Monroe Investment Management Corp | 6,092 | $86.0 萬 | 0.42% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,098 | $86.1 萬 | 0.35% | +269+4.6% | 加碼 |
| Cidel Asset Management Inc | 6,119 | $86.4 萬 | 0.07% | −217−3.4% | 減碼 |
| Bank of Hawaii | 6,157 | $86.9 萬 | 0.04% | −88−1.4% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 6,184 | $87.3 萬 | 0.32% | +6,184 | 新進 |
| Welch & Forbes LLC | 6,550 | $87.4 萬 | 0.01% | −150−2.2% | 減碼 |
| Epoch Investment Partners, Inc. | 6,197 | $87.5 萬 | 0.00% | +95+1.6% | 加碼 |
| IFP Advisors, Inc | 6,214 | $87.7 萬 | 0.03% | −542−8.0% | 減碼 |
| Prudential PLC | 6,219 | $87.8 萬 | 0.01% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 6,241 | $88.1 萬 | 0.13% | +413+7.1% | 加碼 |
| American Financial Group Inc | 6,250 | $88.2 萬 | 0.38% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 6,260 | $88.4 萬 | 0.14% | −326−4.9% | 減碼 |
| Adviser Investments LLC | 6,322 | $89.2 萬 | 0.01% | −140−2.2% | 減碼 |
| Rathbone Brothers plc | 6,342 | $89.5 萬 | 0.00% | −500−7.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,348 | $89.6 萬 | 0.07% | −175−2.7% | 減碼 |
| Atlas Capital Advisors LLC | 6,396 | $90.3 萬 | 0.12% | −461−6.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,397 | $90.3 萬 | 0.07% | +4,445+227.7% | 加碼 |
| Camden Capital, LLC | 6,432 | $90.8 萬 | 0.07% | +2,642+69.7% | 加碼 |
| True North Advisors, LLC | 6,436 | $90.9 萬 | 0.24% | −507−7.3% | 減碼 |
| Valmark Advisers, Inc. | 6,462 | $91.2 萬 | 0.02% | −7−0.1% | 減碼 |
| Banco Santander, S.A. | 6,477 | $91.4 萬 | 0.01% | +739+12.9% | 加碼 |
| Schear Investment Advisers, LLC | 6,494 | $91.7 萬 | 0.66% | +342+5.6% | 加碼 |
| Miller Investment Management, LP | 6,500 | $91.8 萬 | 0.11% | 00.0% | 不變 |
| MONECO Advisors, LLC | 6,512 | $91.9 萬 | 0.14% | +168+2.6% | 加碼 |
| Belpointe Asset Management LLC | 6,531 | $92.2 萬 | 0.06% | −2,212−25.3% | 減碼 |
| Hilltop Holdings Inc. | 6,548 | $92.4 萬 | 0.11% | −5−0.1% | 減碼 |
| Ameritas Advisory Services, LLC | 6,568 | $92.7 萬 | 0.03% | +193+3.0% | 加碼 |
| Hilltop National Bank | 6,573 | $92.8 萬 | 0.30% | +566+9.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 6,584 | $92.9 萬 | 0.07% | −13−0.2% | 減碼 |
| Navalign, LLC | 6,584 | $93.0 萬 | 0.29% | +60+0.9% | 加碼 |
| Westhampton Capital, LLC | 6,608 | $93.3 萬 | 0.51% | +467+7.6% | 加碼 |
| Applied Finance Capital Management, LLC | 6,621 | $93.5 萬 | 0.04% | +6,621 | 新進 |
| Confluence Wealth Services, Inc. | 6,648 | $93.8 萬 | 0.07% | +243+3.8% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 6,666 | $94.1 萬 | 0.03% | 00.0% | 不變 |
| Retirement Investment Advisors, Inc. | 6,687 | $94.4 萬 | 0.11% | +6,687 | 新進 |
| Tyche Wealth Partners LLC | 6,691 | $94.5 萬 | 0.23% | −3,457−34.1% | 減碼 |
| Greylin Investment Mangement Inc | 6,704 | $94.6 萬 | 0.16% | −217−3.1% | 減碼 |
| Private Trust Co NA | 6,721 | $94.9 萬 | 0.10% | +738+12.3% | 加碼 |
| MCF Advisors LLC | 6,732 | $95.0 萬 | 0.07% | +97+1.5% | 加碼 |
| Financial Sense Advisors, Inc. | 6,742 | $95.2 萬 | 0.30% | +42+0.6% | 加碼 |
| Grimes & Company, Inc. | 6,748 | $95.3 萬 | 0.03% | +305+4.7% | 加碼 |
| 1st Source Bank | 6,758 | $95.4 萬 | 0.06% | −33−0.5% | 減碼 |
| Flputnam Investment Management Co | 6,817 | $96.2 萬 | 0.02% | +1,671+32.5% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,822 | $96.3 萬 | 0.17% | −101−1.5% | 減碼 |
| Chicago Partners Investment Group LLC | 6,546 | $96.3 萬 | 0.04% | +1,077+19.7% | 加碼 |
| Cladis Investment Advisory, LLC | 6,836 | $96.5 萬 | 0.70% | −46−0.7% | 減碼 |
| We Are One Seven, LLC | 6,853 | $96.7 萬 | 0.05% | +316+4.8% | 加碼 |
| GAMMA Investing LLC | 6,864 | $96.9 萬 | 0.13% | +1,541+28.9% | 加碼 |
| Westwood Holdings Group Inc. | 6,872 | $97.0 萬 | 0.00% | +3,736+119.1% | 加碼 |
| Busey Wealth Management | 6,901 | $97.4 萬 | 0.03% | +911+15.2% | 加碼 |
| Hunter Associates Investment Management LLC | 6,963 | $98.1 萬 | 0.16% | −100−1.4% | 減碼 |
| Mystic Asset Management, Inc. | 6,956 | $98.2 萬 | 0.40% | +17+0.2% | 加碼 |
| David Loasby | 7,402 | $99.2 萬 | 0.10% | +8+0.1% | 加碼 |
| FineMark National Bank & Trust | 7,044 | $99.4 萬 | 0.04% | −336−4.6% | 減碼 |
| AlphaStar Capital Management, LLC | 7,076 | $99.9 萬 | 0.09% | −1,032−12.7% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $99.9 萬 | 0.25% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 7,086 | $100.0 萬 | 0.33% | −363−4.9% | 減碼 |
| HighPoint Advisor Group LLC | 6,809 | $100.2 萬 | 0.06% | +851+14.3% | 加碼 |
| Connecticut Wealth Management, LLC | 7,106 | $100.3 萬 | 0.05% | +107+1.5% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,134 | $100.7 萬 | 0.10% | −435−5.7% | 減碼 |
| Wedmont Private Capital | 7,294 | $101.1 萬 | 0.06% | +2,341+47.3% | 加碼 |