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 2,108 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 | 2,108 | $535.4 億 |
| 2026 年第 1 季 | 2,131 | $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 | 1,795 | $379.0 億 |
| 2024 年第 4 季 | 1,781 | $349.2 億 |
| 2024 年第 3 季 | 1,774 | $398.4 億 |
| 2024 年第 2 季 | 1,786 | $442.0 億 |
| 2024 年第 1 季 | 1,878 | $522.3 億 |
| 2023 年第 4 季 | 1,792 | $437.3 億 |
| 2023 年第 3 季 | 1,663 | $385.1 億 |
| 2023 年第 2 季 | 1,541 | $308.8 億 |
| 2023 年第 1 季 | 1,572 | $334.1 億 |
| 2022 年第 4 季 | 1,574 | $351.1 億 |
| 2022 年第 3 季 | 1,418 | $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 |
|---|---|---|---|---|---|
| Harbour Investment Management LLC | 14,327 | $202.3 萬 | 0.93% | −205−1.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 14,367 | $202.8 萬 | 0.20% | +298+2.1% | 加碼 |
| Curbstone Financial Management Corp | 14,604 | $206.2 萬 | 0.45% | −468−3.1% | 減碼 |
| Koshinski Asset Management, Inc. | 15,545 | $206.5 萬 | 0.19% | −1,483−8.7% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 14,730 | $207.9 萬 | 1.97% | −1,453−9.0% | 減碼 |
| Independent Solutions Wealth Management, LLC | 14,734 | $208.0 萬 | 0.48% | −532−3.5% | 減碼 |
| BKM Wealth Management, LLC | 14,763 | $208.4 萬 | 1.00% | −1,301−8.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 14,881 | $210.1 萬 | 0.08% | −9,122−38.0% | 減碼 |
| NFJ Investment Group, LLC | 14,917 | $210.6 萬 | 0.06% | −5,278−26.1% | 減碼 |
| Crescent Sterling, Ltd. | 14,961 | $211.2 萬 | 2.02% | −1,022−6.4% | 減碼 |
| Stephens Inc | 14,989 | $211.6 萬 | 0.03% | +790+5.6% | 加碼 |
| William B. Walkup & Associates, Inc. | 15,034 | $212.2 萬 | 1.39% | +15,034 | 新進 |
| NewEdge Wealth, LLC | 15,115 | $213.4 萬 | 0.05% | −345−2.2% | 減碼 |
| PFG Investments, LLC | 15,130 | $213.6 萬 | 0.15% | +940+6.6% | 加碼 |
| Ieq Capital, LLC | 15,137 | $213.7 萬 | 0.03% | +1,215+8.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 15,232 | $215.0 萬 | 0.06% | −537−3.4% | 減碼 |
| Hendley & Co Inc | 15,270 | $215.6 萬 | 0.77% | −30−0.2% | 減碼 |
| Omers Administration Corp | 15,289 | $215.8 萬 | 0.02% | −5,111−25.1% | 減碼 |
| Veriti Management LLC | 15,301 | $216.0 萬 | 0.13% | +1,375+9.9% | 加碼 |
| Bridgefront Capital, LLC | 15,357 | $216.8 萬 | 0.90% | +15,357 | 新進 |
| Haverford Trust Co | 15,456 | $218.2 萬 | 0.02% | +3,178+25.9% | 加碼 |
| F/M Investments LLC | 15,621 | $218.6 萬 | 0.08% | +15,621 | 新進 |
| Pacific Global Investment Management CO | 15,553 | $219.6 萬 | 0.42% | +195+1.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 15,595 | $220.2 萬 | 0.09% | +1,504+10.7% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15,667 | $221.2 萬 | 0.69% | +15,667 | 新進 |
| Diversified Trust Co | 15,700 | $221.6 萬 | 0.06% | −6,292−28.6% | 減碼 |
| Sowell Financial Services LLC | 15,706 | $221.7 萬 | 0.11% | −628−3.8% | 減碼 |
| NEOS Investment Management LLC | 15,806 | $223.1 萬 | 0.09% | +4,980+46.0% | 加碼 |
| Norinchukin Bank, The | 15,868 | $224.0 萬 | 0.06% | +306+2.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 16,055 | $226.6 萬 | 0.06% | −34,811−68.4% | 減碼 |
| DRW Securities, LLC | 16,000 | $227.7 萬 | 0.14% | +14,543+998.1% | 加碼 |
| TBH Global Asset Management, LLC | 16,152 | $228.0 萬 | 0.51% | −450−2.7% | 減碼 |
| Jones Financial Companies LLLP | 16,170 | $228.3 萬 | 0.00% | +9,626+147.1% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 16,184 | $228.7 萬 | 0.05% | +68+0.4% | 加碼 |
| Procyon Private Wealth Partners, LLC | 16,213 | $228.9 萬 | 0.17% | +245+1.5% | 加碼 |
| International Assets Investment Management, LLC | 16,310 | $230.2 萬 | 0.22% | +3,855+31.0% | 加碼 |
| Community Bank, N.A. | 16,345 | $230.7 萬 | 0.30% | −89−0.5% | 減碼 |
| Brevan Howard Capital Management LP | 16,370 | $231.1 萬 | 0.15% | +8,086+97.6% | 加碼 |
| First Hawaiian Bank | 16,416 | $231.7 萬 | 0.08% | −43−0.3% | 減碼 |
| Principal Securities, Inc. | 16,433 | $232.0 萬 | 0.06% | −577−3.4% | 減碼 |
| Everett Harris & Co | 16,653 | $235.1 萬 | 0.03% | +175+1.1% | 加碼 |
| Northside Capital Management, LLC | 16,725 | $236.1 萬 | 0.41% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 16,899 | $238.2 萬 | 0.04% | +12,005+245.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 16,904 | $238.6 萬 | 0.09% | −54−0.3% | 減碼 |
| Vestcor Inc | 17,009 | $240.1 萬 | 0.08% | −2,221−11.5% | 減碼 |
| Moser Wealth Advisors, LLC | 17,054 | $240.7 萬 | 1.31% | +333+2.0% | 加碼 |
| First National Advisers, LLC | 17,065 | $240.9 萬 | 0.44% | −20.0% | 減碼 |
| XML Financial, LLC | 17,092 | $241.3 萬 | 0.24% | −393−2.2% | 減碼 |
| Hancock Whitney Corp | 17,096 | $241.3 萬 | 0.08% | −4,872−22.2% | 減碼 |
| Wilkins Investment Counsel Inc | 17,178 | $242.5 萬 | 0.36% | +105+0.6% | 加碼 |
| Fernwood Investment Management, LLC | 17,205 | $242.9 萬 | 0.75% | −50−0.3% | 減碼 |
| Carret Asset Management, LLC | 17,238 | $243.3 萬 | 0.28% | −25−0.1% | 減碼 |
| Swiss Life Asset Management Ltd | 17,456 | $246.4 萬 | 0.03% | −36,879−67.9% | 減碼 |
| Cobblestone Capital Advisors LLC | 17,459 | $246.5 萬 | 0.15% | −1,631−8.5% | 減碼 |
| Auxier Asset Management | 17,480 | $246.8 萬 | 0.39% | 00.0% | 不變 |
| Tiaa Trust, National Association | 17,574 | $248.1 萬 | 0.01% | +745+4.4% | 加碼 |
| Keystone Wealth Services, LLC | 17,657 | $249.3 萬 | 0.78% | +13+0.1% | 加碼 |
| Vident Advisory, LLC | 17,771 | $250.9 萬 | 0.07% | +1,240+7.5% | 加碼 |
| HBK Sorce Advisory LLC | 17,784 | $251.1 萬 | 0.09% | −456−2.5% | 減碼 |
| Argyle Capital Management Inc. | 17,846 | $251.9 萬 | 1.04% | −200−1.1% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 17,847 | $251.9 萬 | 1.33% | +74+0.4% | 加碼 |
| Rakuten Investment Management, Inc. | 18,104 | $252.4 萬 | 0.02% | +6,455+55.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 17,890 | $252.6 萬 | 0.07% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 18,156 | $256.3 萬 | 0.75% | −3,575−16.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 18,322 | $258.7 萬 | 0.04% | +10.0% | 加碼 |
| Mediolanum International Funds Ltd | 19,879 | $258.7 萬 | 0.04% | −681−3.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 18,472 | $260.8 萬 | 0.09% | +112+0.6% | 加碼 |
| First Manhattan Co | 18,644 | $263.2 萬 | 0.01% | +3,480+22.9% | 加碼 |
| Snowden Capital Advisors LLC | 18,683 | $263.7 萬 | 0.08% | +213+1.2% | 加碼 |
| HB Wealth Management, LLC | 18,758 | $264.8 萬 | 0.03% | +514+2.8% | 加碼 |
| Azzad Asset Management Inc | 18,946 | $267.5 萬 | 0.32% | +205+1.1% | 加碼 |
| Empirical Finance, LLC | 18,975 | $267.9 萬 | 0.17% | −5,968−23.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 19,077 | $269.3 萬 | 0.04% | −733−3.7% | 減碼 |
| PFW Advisors LLC | 19,141 | $270.2 萬 | 0.86% | −1,413−6.9% | 減碼 |
| Toroso Investments, LLC | 19,249 | $271.7 萬 | 0.04% | −20,669−51.8% | 減碼 |
| Quantinno Capital Management LP | 19,257 | $271.9 萬 | 0.05% | +1,975+11.4% | 加碼 |
| Somerset Trust Co | 19,358 | $273.3 萬 | 1.12% | +31+0.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,378 | $273.6 萬 | 0.04% | −8,935−31.6% | 減碼 |
| Intrust Bank NA | 19,408 | $274.0 萬 | 0.29% | +148+0.8% | 加碼 |
| Acadian Asset Management LLC | 19,534 | $275.5 萬 | 0.01% | −68,742−77.9% | 減碼 |
| Monument Capital Management | 19,549 | $276.0 萬 | 0.81% | +105+0.5% | 加碼 |
| City Holding Co | 19,559 | $276.1 萬 | 0.41% | −235−1.2% | 減碼 |
| Avantax Planning Partners, Inc. | 19,607 | $276.8 萬 | 0.09% | +622+3.3% | 加碼 |
| Icon Wealth Advisors, LLC | 19,030 | $276.9 萬 | 0.25% | +639+3.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 19,709 | $278.2 萬 | 0.09% | +9,978+102.5% | 加碼 |
| DCM Advisors, LLC | 19,745 | $278.7 萬 | 1.47% | −2,380−10.8% | 減碼 |
| Teamwork Financial Advisors, LLC | 19,803 | $279.6 萬 | 0.41% | +3,600+22.2% | 加碼 |
| Argonautica Private Wealth Management, Inc | 19,840 | $280.1 萬 | 0.96% | −71−0.4% | 減碼 |
| Regions Financial Corp | 19,855 | $280.3 萬 | 0.02% | +102+0.5% | 加碼 |
| Hartford Financial Management Inc. | 19,903 | $281.0 萬 | 0.60% | −275−1.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 20,186 | $285.0 萬 | 0.03% | +741+3.8% | 加碼 |
| Patten & Patten Inc | 20,196 | $285.1 萬 | 0.20% | −421−2.0% | 減碼 |
| Rockline Wealth Management, LLC | 20,391 | $287.9 萬 | 0.89% | +527+2.7% | 加碼 |
| Becker Capital Management Inc | 20,675 | $291.9 萬 | 0.10% | −678−3.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 20,708 | $292.3 萬 | 0.14% | −297−1.4% | 減碼 |
| First Nebraska Trust Co | 20,737 | $292.7 萬 | 0.30% | −112−0.5% | 減碼 |
| Wedbush Securities Inc | 20,745 | $292.9 萬 | 0.10% | +727+3.6% | 加碼 |
| Silvercrest Asset Management Group LLC | 20,938 | $295.6 萬 | 0.02% | −17−0.1% | 減碼 |
| Neville Rodie & Shaw Inc | 21,072 | $297.5 萬 | 0.23% | 00.0% | 不變 |
| Synovus Financial Corp | 21,178 | $299.0 萬 | 0.04% | +96+0.5% | 加碼 |