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
- 1,786
- 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 696 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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 9,573 | $135.1 萬 | 0.33% | +95+1.0% | 加碼 |
| VisionPoint Advisory Group, LLC | 9,578 | $135.2 萬 | 0.48% | −407−4.1% | 減碼 |
| BayBridge Capital Group, LLC | 9,596 | $135.5 萬 | 1.06% | +265+2.8% | 加碼 |
| Equitable Holdings, Inc. | 9,607 | $135.6 萬 | 0.01% | +251+2.7% | 加碼 |
| RFG Advisory, LLC | 9,625 | $135.9 萬 | 0.04% | −771−7.4% | 減碼 |
| Alta Capital Management LLC | 9,631 | $136.0 萬 | 0.09% | +24+0.2% | 加碼 |
| Horizon Investments, LLC | 9,651 | $136.2 萬 | 0.04% | −670−6.5% | 減碼 |
| Paradigm Asset Management Co LLC | 9,700 | $136.9 萬 | 0.38% | −2,500−20.5% | 減碼 |
| Jacobi Capital Management LLC | 9,815 | $138.6 萬 | 0.12% | +520+5.6% | 加碼 |
| Barry Investment Advisors, LLC | 9,830 | $138.8 萬 | 0.47% | −720−6.8% | 減碼 |
| Integrated Wealth Concepts LLC | 9,866 | $139.3 萬 | 0.02% | +194+2.0% | 加碼 |
| Umpqua Bank | 9,925 | $140.1 萬 | 0.54% | +486+5.1% | 加碼 |
| Venturi Wealth Management, LLC | 9,932 | $140.2 萬 | 0.08% | −1,015−9.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 9,992 | $141.1 萬 | 0.07% | −74−0.7% | 減碼 |
| Aquila Investment Management LLC | 10,000 | $141.2 萬 | 1.32% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 10,031 | $141.6 萬 | 0.10% | +65+0.7% | 加碼 |
| Harvest Portfolios Group Inc. | 10,084 | $142.4 萬 | 0.05% | +189+1.9% | 加碼 |
| Pavion Blue Capital, LLC | 10,087 | $142.4 萬 | 0.70% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 10,092 | $142.5 萬 | 0.02% | −1,613−13.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 10,147 | $143.2 萬 | 0.10% | +10,136+92,145.5% | 加碼 |
| Ingalls & Snyder LLC | 10,165 | $143.5 萬 | 0.06% | −15−0.1% | 減碼 |
| Adirondack Trust Co | 10,182 | $143.7 萬 | 0.59% | −20−0.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 10,217 | $144.2 萬 | 0.07% | +5,366+110.6% | 加碼 |
| Cullinan Associates Inc | 10,239 | $144.5 萬 | 0.08% | +100+1.0% | 加碼 |
| Groupama Asset Managment | 10,274 | $145.0 萬 | 0.03% | +4,585+80.6% | 加碼 |
| Great Lakes Retirement, Inc. | 10,286 | $145.2 萬 | 0.20% | +1,479+16.8% | 加碼 |
| Jeppson Wealth Management, LLC | 10,367 | $146.4 萬 | 0.56% | −50−0.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 10,383 | $146.5 萬 | 0.10% | +1,848+21.7% | 加碼 |
| Searle & Co. | 10,383 | $146.6 萬 | 0.34% | 00.0% | 不變 |
| Ostrum Asset Management | 10,439 | $147.4 萬 | 0.13% | −812−7.2% | 減碼 |
| South State Corp. | 10,448 | $147.5 萬 | 0.11% | −134−1.3% | 減碼 |
| Signaturefd, LLC | 10,456 | $147.6 萬 | 0.03% | +867+9.0% | 加碼 |
| Two Sigma Securities, LLC | 10,483 | $148.0 萬 | 0.07% | +10,483 | 新進 |
| Caldwell Trust Co | 10,485 | $148.0 萬 | 0.16% | +598+6.0% | 加碼 |
| Financial Advocates Investment Management | 10,520 | $148.5 萬 | 0.09% | −950−8.3% | 減碼 |
| Resources Management Corp | 10,556 | $149.0 萬 | 0.22% | +119+1.1% | 加碼 |
| Wealthspire Advisors, LLC | 10,598 | $149.6 萬 | 0.02% | −770−6.8% | 減碼 |
| First National Trust Co | 10,699 | $151.0 萬 | 0.06% | −42−0.4% | 減碼 |
| Guardian Wealth Management, Inc. | 10,705 | $151.1 萬 | 1.16% | −141−1.3% | 減碼 |
| Tower Bridge Advisors | 10,762 | $151.9 萬 | 0.17% | +150+1.4% | 加碼 |
| Armor Investment Advisors, LLC | 10,804 | $152.5 萬 | 0.70% | −231−2.1% | 減碼 |
| Regal Investment Advisors LLC | 10,869 | $153.4 萬 | 0.10% | +356+3.4% | 加碼 |
| Greenleaf Trust | 10,872 | $153.5 萬 | 0.01% | +110+1.0% | 加碼 |
| Jump Financial, LLC | 10,949 | $154.6 萬 | 0.03% | +7,781+245.6% | 加碼 |
| Laurion Capital Management LP | 10,973 | $154.9 萬 | 0.05% | −146,027−93.0% | 減碼 |
| Exeter Financial, LLC | 11,055 | $156.1 萬 | 0.74% | −20−0.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,109 | $156.8 萬 | 0.45% | 00.0% | 不變 |
| Parallel Advisors, LLC | 11,112 | $156.9 萬 | 0.04% | −493−4.2% | 減碼 |
| Country Club Bank | 11,264 | $157.0 萬 | 0.11% | −1,301−10.4% | 減碼 |
| Spears Abacus Advisors LLC | 11,178 | $157.8 萬 | 0.03% | 00.0% | 不變 |
| Fiduciary Trust Co | 11,188 | $157.9 萬 | 0.02% | +138+1.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,190 | $158.0 萬 | 0.03% | −120−1.1% | 減碼 |
| Bragg Financial Advisors, Inc | 11,479 | $162.0 萬 | 0.07% | +126+1.1% | 加碼 |
| Moors & Cabot, Inc. | 11,540 | $162.9 萬 | 0.09% | −313−2.6% | 減碼 |
| Vontobel Holding Ltd. | 11,582 | $163.5 萬 | 0.01% | −1,009−8.0% | 減碼 |
| Red Cedar Investment Management, LLC | 11,596 | $163.7 萬 | 0.22% | −12,276−51.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 11,751 | $165.9 萬 | 0.02% | +91+0.8% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 11,761 | $166.0 萬 | 0.40% | −730−5.8% | 減碼 |
| Counterweight Ventures, LLC | 11,785 | $166.4 萬 | 1.26% | +677+6.1% | 加碼 |
| Pathway Financial Advisers, LLC | 11,857 | $166.9 萬 | 0.60% | −52−0.4% | 減碼 |
| United Services Automobile Association | 11,878 | $167.7 萬 | 0.04% | −641−5.1% | 減碼 |
| Savant Capital, LLC | 11,910 | $168.1 萬 | 0.02% | +255+2.2% | 加碼 |
| IHT Wealth Management, LLC | 11,911 | $168.2 萬 | 0.06% | −819,999−98.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 12,044 | $170.0 萬 | 0.02% | −135−1.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 12,056 | $170.2 萬 | 0.05% | +717+6.3% | 加碼 |
| Smith, Moore & Co. | 12,091 | $170.7 萬 | 0.18% | +241+2.0% | 加碼 |
| Centiva Capital, LP | 12,160 | $171.7 萬 | 0.08% | +9,629+380.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 12,182 | $172.0 萬 | 0.09% | +1,424+13.2% | 加碼 |
| Bangor Savings Bank | 12,214 | $172.4 萬 | 0.17% | −116−0.9% | 減碼 |
| Marion Wealth Management | 12,327 | $174.0 萬 | 0.51% | +128+1.0% | 加碼 |
| Infrastructure Capital Advisors, LLC | 12,432 | $175.5 萬 | 0.24% | +10,178+451.6% | 加碼 |
| Paragon Capital Management LLC | 12,465 | $176.0 萬 | 0.95% | +101+0.8% | 加碼 |
| Ar Asset Management Inc | 12,600 | $177.9 萬 | 0.43% | 00.0% | 不變 |
| Estate Counselors, LLC | 12,615 | $178.1 萬 | 0.20% | −55−0.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 12,644 | $178.5 萬 | 0.06% | −371−2.9% | 減碼 |
| Apollon Wealth Management, LLC | 12,777 | $180.4 萬 | 0.05% | +1,249+10.8% | 加碼 |
| Valeo Financial Advisors, LLC | 12,880 | $181.8 萬 | 0.06% | +70+0.5% | 加碼 |
| Sigma Planning Corp | 12,886 | $181.9 萬 | 0.06% | −777−5.7% | 減碼 |
| Wetherby Asset Management Inc | 12,910 | $182.3 萬 | 0.09% | +56+0.4% | 加碼 |
| Fruth Investment Management | 12,995 | $183.4 萬 | 0.50% | −100−0.8% | 減碼 |
| Shelton Capital Management | 13,003 | $183.6 萬 | 0.05% | −334−2.5% | 減碼 |
| Independent Financial Group, LLC | 13,056 | $184.3 萬 | 0.07% | −11,135−46.0% | 減碼 |
| Capital Fund Management S.A. | 13,203 | $186.4 萬 | 0.02% | −397,380−96.8% | 減碼 |
| Fortem Financial Group, LLC | 13,231 | $186.8 萬 | 0.80% | −635−4.6% | 減碼 |
| Evercore Wealth Management, LLC | 13,320 | $188.0 萬 | 0.03% | 00.0% | 不變 |
| Terry L. Blaker | 13,347 | $188.4 萬 | 0.08% | +175+1.3% | 加碼 |
| Inscription Capital, LLC | 13,410 | $189.3 萬 | 0.30% | +257+2.0% | 加碼 |
| SpiderRock Advisors, LLC | 13,422 | $189.5 萬 | 0.05% | +5,467+68.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 13,492 | $190.5 萬 | 0.05% | −152−1.1% | 減碼 |
| Allworth Financial LP | 13,756 | $190.5 萬 | 0.01% | −1,323−8.8% | 減碼 |
| Energy Income Partners, LLC | 13,496 | $190.5 萬 | 0.04% | +468+3.6% | 加碼 |
| Bridgeway Capital Management, LLC | 13,500 | $190.6 萬 | 0.04% | −40,300−74.9% | 減碼 |
| Clearstead Advisors, LLC | 13,582 | $191.7 萬 | 0.03% | +5,917+77.2% | 加碼 |
| CTC Alternative Strategies, Ltd. | 13,600 | $192.0 萬 | 0.81% | +13,600 | 新進 |
| YHB Investment Advisors, Inc. | 13,650 | $192.7 萬 | 0.17% | +351+2.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 13,674 | $193.0 萬 | 0.13% | −516−3.6% | 減碼 |
| Logan Capital Management Inc | 13,839 | $195.4 萬 | 0.08% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,980 | $197.4 萬 | 0.02% | −11,747−45.7% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 14,200 | $200.5 萬 | 0.25% | −4,100−22.4% | 減碼 |
| Capital Advisors Inc | 14,314 | $202.1 萬 | 0.04% | −759−5.0% | 減碼 |