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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 5,335 | $75.3 萬 | 0.02% | +3,394+174.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,326 | $75.2 萬 | 0.06% | −2,006−27.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 5,165 | $75.1 萬 | 0.05% | +354+7.4% | 加碼 |
| Harbor Investment Advisory, LLC | 5,309 | $75.0 萬 | 0.08% | −82−1.5% | 減碼 |
| Warren Averett Asset Management, LLC | 5,299 | $74.8 萬 | 0.01% | +404+8.3% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 5,301 | $74.8 萬 | 1.87% | +280+5.6% | 加碼 |
| Virtus ETF Advisers LLC | 5,277 | $74.5 萬 | 0.36% | −498−8.6% | 減碼 |
| Impact Partnership Wealth, LLC | 5,273 | $74.4 萬 | 0.20% | +5,036+2,124.9% | 加碼 |
| Kingswood Wealth Advisors, LLC | 5,270 | $74.4 萬 | 0.07% | −1,786−25.3% | 減碼 |
| Twin Capital Management Inc | 5,225 | $73.8 萬 | 0.09% | −3,620−40.9% | 減碼 |
| Quadrant Capital Group LLC | 5,210 | $73.5 萬 | 0.05% | +58+1.1% | 加碼 |
| Linscomb & Williams, Inc. | 5,199 | $73.4 萬 | 0.04% | +93+1.8% | 加碼 |
| TrinityPoint Wealth, LLC | 5,190 | $73.3 萬 | 0.11% | −315−5.7% | 減碼 |
| Plato Investment Management Ltd | 5,175 | $73.1 萬 | 0.07% | 00.0% | 不變 |
| Sciencast Management LP | 5,151 | $72.7 萬 | 0.25% | +5,151 | 新進 |
| Whitener Capital Management, Inc. | 5,119 | $72.3 萬 | 0.22% | +110+2.2% | 加碼 |
| Mission Wealth Management, LP | 5,089 | $71.8 萬 | 0.02% | +23+0.5% | 加碼 |
| Schnieders Capital Management LLC | 5,058 | $71.4 萬 | 0.14% | 00.0% | 不變 |
| Charter Trust Co | 5,038 | $71.1 萬 | 0.05% | −13−0.3% | 減碼 |
| Weatherly Asset Management L. P. | 4,994 | $70.5 萬 | 0.06% | −75−1.5% | 減碼 |
| Financial Advisory Service, Inc. | 4,969 | $70.1 萬 | 0.06% | +25+0.5% | 加碼 |
| Garrison Point Advisors, LLC | 4,955 | $69.9 萬 | 0.46% | −5−0.1% | 減碼 |
| EPG Wealth Management LLC | 0 | $69.7 萬 | 0.16% | −4,695−100.0% | 減碼 |
| Waldron Private Wealth LLC | 4,904 | $69.2 萬 | 0.03% | −31−0.6% | 減碼 |
| Baader Bank INC | 4,897 | $69.0 萬 | 0.05% | −1,557−24.1% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,874 | $68.8 萬 | 0.15% | 00.0% | 不變 |
| Lincoln Capital LLC | 4,847 | $68.4 萬 | 0.15% | +7+0.1% | 加碼 |
| BluePath Capital Management, LLC | 4,825 | $68.1 萬 | 0.49% | +613+14.6% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,863 | $67.8 萬 | 0.12% | −139−2.8% | 減碼 |
| Affinity Investment Advisors, LLC | 4,798 | $67.7 萬 | 0.51% | −1,090−18.5% | 減碼 |
| Investors Research Corp | 4,776 | $67.4 萬 | 0.16% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 4,765 | $67.3 萬 | 0.01% | +155+3.4% | 加碼 |
| Capstone Investment Advisors, LLC | 4,751 | $67.1 萬 | 0.01% | +4,463+1,549.7% | 加碼 |
| Roof Eidam & Maycock | 4,747 | $67.0 萬 | 0.18% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 4,757 | $67.0 萬 | 0.03% | +301+6.8% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,741 | $66.9 萬 | 0.07% | −65−1.4% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,740 | $66.9 萬 | 0.06% | +16+0.3% | 加碼 |
| Pitcairn Co | 4,740 | $66.9 萬 | 0.04% | +327+7.4% | 加碼 |
| KCM Investment Advisors LLC | 4,727 | $66.7 萬 | 0.02% | 00.0% | 不變 |
| LVM Capital Management Ltd | 4,722 | $66.7 萬 | 0.08% | +27+0.6% | 加碼 |
| Graypoint LLC | 4,723 | $66.7 萬 | 0.05% | +1,326+39.0% | 加碼 |
| Campion Asset Management LLC | 4,712 | $66.5 萬 | 0.52% | −410−8.0% | 減碼 |
| West Paces Advisors Inc. | 4,706 | $66.4 萬 | 0.17% | +188+4.2% | 加碼 |
| Probity Advisors, Inc. | 4,678 | $66.0 萬 | 0.14% | −31−0.7% | 減碼 |
| North Star Investment Management Corp. | 4,671 | $65.9 萬 | 0.05% | +3+0.1% | 加碼 |
| Means Investment Co., Inc. | 4,666 | $65.9 萬 | 0.08% | +3+0.1% | 加碼 |
| Islay Capital Management, LLC | 4,635 | $65.4 萬 | 0.47% | −7,079−60.4% | 減碼 |
| Weaver Consulting Group | 4,622 | $65.2 萬 | 0.23% | −400−8.0% | 減碼 |
| Agf Management Ltd | 4,622 | $65.2 萬 | 0.00% | −4,360−48.5% | 減碼 |
| Strait & Sound Wealth Management LLC | 4,612 | $65.1 萬 | 0.33% | 00.0% | 不變 |
| Brighton Jones LLC | 4,607 | $65.0 萬 | 0.02% | +223+5.1% | 加碼 |
| Siemens Fonds Invest GmbH | 4,594 | $64.9 萬 | 0.05% | −145−3.1% | 減碼 |
| Quantitative Investment Management, LLC | 4,595 | $64.8 萬 | 0.07% | +4,595 | 新進 |
| Everpar Advisors LLC | 4,587 | $64.8 萬 | 0.32% | +1,041+29.4% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,756 | $64.7 萬 | 0.33% | +36+0.8% | 加碼 |
| S.A. Mason LLC | 4,579 | $64.6 萬 | 0.37% | +50+1.1% | 加碼 |
| Benjamin Edwards Inc | 4,577 | $64.6 萬 | 0.12% | +220+5.0% | 加碼 |
| NorthRock Partners, LLC | 4,551 | $64.2 萬 | 0.02% | +265+6.2% | 加碼 |
| AlphaCore Capital LLC | 4,523 | $63.9 萬 | 0.15% | +2,583+133.1% | 加碼 |
| Trust Co of Vermont | 4,521 | $63.8 萬 | 0.03% | −103−2.2% | 減碼 |
| New Century Financial Group, LLC | 4,521 | $63.8 萬 | 0.27% | +2,323+105.7% | 加碼 |
| Evergreen Capital Management LLC | 4,496 | $63.5 萬 | 0.02% | +179+4.1% | 加碼 |
| Richwood Investment Advisors, LLC | 4,495 | $63.5 萬 | 0.56% | +220+5.1% | 加碼 |
| Exchange Traded Concepts, LLC | 4,469 | $63.1 萬 | 0.02% | +207+4.9% | 加碼 |
| AA Financial Advisors, LLC | 4,460 | $63.0 萬 | 0.22% | +723+19.3% | 加碼 |
| Kovack Advisors, Inc. | 4,440 | $62.7 萬 | 0.07% | −144−3.1% | 減碼 |
| Patron Partners Advisors, LLC | 4,440 | $62.7 萬 | 0.37% | −60−1.3% | 減碼 |
| Cigna Investments Inc | 4,439 | $62.6 萬 | 0.12% | −189−4.1% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,430 | $62.5 萬 | 0.25% | 00.0% | 不變 |
| Montecito Bank & Trust | 4,421 | $62.4 萬 | 0.13% | −43−1.0% | 減碼 |
| Sharp Financial Services, LLC | 4,406 | $62.2 萬 | 0.53% | +1,572+55.5% | 加碼 |
| First Foundation Advisors | 4,393 | $62.0 萬 | 0.02% | −393−8.2% | 減碼 |
| Global Financial Private Client, LLC | 4,388 | $62.0 萬 | 0.26% | +232+5.6% | 加碼 |
| Vaughan David Investments LLC | 4,381 | $61.8 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,363 | $61.6 萬 | 0.06% | +77+1.8% | 加碼 |
| Ronald Blue Trust, Inc. | 3,763 | $61.5 萬 | 0.01% | +1,033+37.8% | 加碼 |
| OmniStar Financial Group, Inc. | 4,343 | $61.3 萬 | 0.55% | +179+4.3% | 加碼 |
| Demars Financial Group, LLC | 4,334 | $61.2 萬 | 0.29% | −4,058−48.4% | 減碼 |
| Old Point Trust & Financial Services N A | 4,309 | $60.8 萬 | 0.24% | −100−2.3% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 4,299 | $60.7 萬 | 0.06% | −186−4.1% | 減碼 |
| Angeles Wealth Management, LLC | 4,296 | $60.6 萬 | 0.06% | +608+16.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 4,283 | $60.5 萬 | 0.01% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 4,269 | $60.3 萬 | 0.15% | −933−17.9% | 減碼 |
| Verity Asset Management, Inc. | 4,267 | $60.2 萬 | 0.24% | 00.0% | 不變 |
| Naviter Wealth, LLC | 4,231 | $59.7 萬 | 0.09% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 4,231 | $59.7 萬 | 0.16% | +18+0.4% | 加碼 |
| LRT Capital Management, LLC | 4,230 | $59.7 萬 | 0.56% | −7,304−63.3% | 減碼 |
| Smart Portfolios, LLC | 4,200 | $59.3 萬 | 0.60% | +380+9.9% | 加碼 |
| Roberts Glore & Co Inc | 4,182 | $59.0 萬 | 0.18% | 00.0% | 不變 |
| Mill Capital Management, LLC | 4,145 | $58.5 萬 | 0.05% | −1,000−19.4% | 減碼 |
| WP Advisors, LLC | 4,144 | $58.5 萬 | 0.19% | +33+0.8% | 加碼 |
| SAM Advisors, LLC | 4,136 | $58.4 萬 | 0.21% | 00.0% | 不變 |
| City Center Advisors, LLC | 3,561 | $58.2 萬 | 0.69% | 00.0% | 不變 |
| Burford Brothers, Inc. | 4,120 | $58.2 萬 | 0.34% | 00.0% | 不變 |
| Estabrook Capital Management | 4,109 | $58.0 萬 | 0.09% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 4,105 | $57.9 萬 | 0.02% | +154+3.9% | 加碼 |
| Foster & Motley Inc | 4,098 | $57.9 萬 | 0.04% | −189−4.4% | 減碼 |
| NBC Securities, Inc. | 4,108 | $57.9 萬 | 0.05% | −153−3.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 4,071 | $57.5 萬 | 0.03% | −8,903−68.6% | 減碼 |
| Western Wealth Management, LLC | 4,068 | $57.4 萬 | 0.04% | +39+1.0% | 加碼 |