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 |
|---|---|---|---|---|---|
| Clifford Group, LLC | 4,068 | $57.4 萬 | 0.46% | −34−0.8% | 減碼 |
| Sompo Asset Management Co., Ltd. | 4,060 | $57.3 萬 | 0.10% | −260−6.0% | 減碼 |
| Fulcrum Equity Management | 4,055 | $57.2 萬 | 0.51% | +62+1.6% | 加碼 |
| Syon Capital LLC | 4,027 | $56.8 萬 | 0.05% | +388+10.7% | 加碼 |
| Gryphon Financial Partners LLC | 4,016 | $56.7 萬 | 0.08% | −125−3.0% | 減碼 |
| Savvy Advisors, Inc. | 4,012 | $56.6 萬 | 0.18% | +1,377+52.3% | 加碼 |
| CSS LLC | 4,000 | $56.5 萬 | 0.04% | −2,000−33.3% | 減碼 |
| Outfitter Financial LLC | 4,000 | $56.5 萬 | 0.47% | −1,500−27.3% | 減碼 |
| Kolinsky Wealth Management, LLC | 3,988 | $56.3 萬 | 0.40% | −218−5.2% | 減碼 |
| Kuhn & Co Investment Counsel | 3,968 | $56.0 萬 | 0.50% | 00.0% | 不變 |
| Welch Group, LLC | 3,961 | $55.9 萬 | 0.03% | +12+0.3% | 加碼 |
| Foundations Investment Advisors, LLC | 3,959 | $55.9 萬 | 0.01% | +720+22.2% | 加碼 |
| Ethic Inc. | 3,954 | $55.8 萬 | 0.01% | +1,257+46.6% | 加碼 |
| Advisor OS, LLC | 3,951 | $55.8 萬 | 0.06% | +58+1.5% | 加碼 |
| John G Ullman & Associates Inc | 3,950 | $55.8 萬 | 0.09% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 3,945 | $55.7 萬 | 0.15% | +662+20.2% | 加碼 |
| Full Sail Capital, LLC | 3,935 | $55.6 萬 | 0.04% | −60−1.5% | 減碼 |
| Field & Main Bank | 3,933 | $55.5 萬 | 0.21% | −25−0.6% | 減碼 |
| Riverwater Partners LLC | 3,931 | $55.5 萬 | 0.41% | −35−0.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,929 | $55.5 萬 | 0.03% | −7−0.2% | 減碼 |
| New Millennium Group LLC | 3,929 | $55.5 萬 | 0.36% | +3,929 | 新進 |
| Conning Inc. | 3,924 | $55.4 萬 | 0.02% | −4−0.1% | 減碼 |
| Harbour Trust & Investment Management Co | 3,923 | $55.4 萬 | 0.07% | +40+1.0% | 加碼 |
| Spire Wealth Management | 3,918 | $55.3 萬 | 0.02% | −7,472−65.6% | 減碼 |
| Symmetry Partners, LLC | 3,898 | $55.0 萬 | 0.03% | −367−8.6% | 減碼 |
| Unigestion Holding SA | 4,126 | $54.9 萬 | 0.03% | −514−11.1% | 減碼 |
| Larson Financial Group LLC | 3,869 | $54.6 萬 | 0.04% | +2,599+204.6% | 加碼 |
| Princeton Global Asset Management LLC | 3,866 | $54.6 萬 | 0.12% | −172−4.3% | 減碼 |
| Greenfield Seitz Capital Management, LLC | 3,858 | $54.5 萬 | 0.20% | −155−3.9% | 減碼 |
| Syntegra Private Wealth Group, LLC | 3,847 | $54.3 萬 | 0.07% | +2,593+206.8% | 加碼 |
| Montchanin Asset Management, LLC | 3,830 | $54.1 萬 | 0.51% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,828 | $54.0 萬 | 0.02% | −552−12.6% | 減碼 |
| Spinnaker Trust | 3,811 | $53.8 萬 | 0.03% | −11−0.3% | 減碼 |
| JT Stratford LLC | 3,803 | $53.7 萬 | 0.10% | +45+1.2% | 加碼 |
| XTX Topco Ltd | 3,786 | $53.4 萬 | 0.05% | +3,786 | 新進 |
| 49 Wealth Management, LLC | 3,789 | $53.4 萬 | 0.11% | −51−1.3% | 減碼 |
| Ballew Advisors, Inc | 3,802 | $53.3 萬 | 0.35% | 00.0% | 不變 |
| Bennett Associates Wealth Management | 3,745 | $52.9 萬 | 0.48% | −348−8.5% | 減碼 |
| Danske Bank A/S | 3,739 | $52.8 萬 | 0.00% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,737 | $52.8 萬 | 0.10% | −392−9.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 3,733 | $52.7 萬 | 0.05% | −7−0.2% | 減碼 |
| WESPAC Advisors, LLC | 3,728 | $52.6 萬 | 0.41% | −3,903−51.1% | 減碼 |
| Ransom Advisory, Ltd | 3,725 | $52.6 萬 | 0.26% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 3,715 | $52.4 萬 | 0.09% | −46−1.2% | 減碼 |
| Uncommon Cents Investing LLC | 3,697 | $52.2 萬 | 0.16% | 00.0% | 不變 |
| Citizens Financial Group Inc | 3,692 | $52.1 萬 | 0.01% | +1,497+68.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 3,691 | $52.1 萬 | 0.00% | +847+29.8% | 加碼 |
| Capital Investment Advisors, LLC | 3,682 | $52.0 萬 | 0.01% | +812+28.3% | 加碼 |
| Bridges Investment Management Inc | 3,668 | $51.8 萬 | 0.01% | +3,668 | 新進 |
| Founders Financial Securities LLC | 3,659 | $51.7 萬 | 0.05% | +466+14.6% | 加碼 |
| Beaird Harris Wealth Management, LLC | 3,658 | $51.6 萬 | 0.05% | −4−0.1% | 減碼 |
| Lindbrook Capital, LLC | 3,657 | $51.6 萬 | 0.05% | +107+3.0% | 加碼 |
| Vise Technologies, Inc. | 3,647 | $51.5 萬 | 0.09% | +656+21.9% | 加碼 |
| Triasima Portfolio Management inc. | 3,595 | $50.8 萬 | 0.05% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,549 | $50.1 萬 | 0.21% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 3,544 | $50.0 萬 | 0.31% | +10.0% | 加碼 |
| Harbor Advisors LLC | 3,541 | $50.0 萬 | 0.09% | 00.0% | 不變 |
| Vectors Research Management, LLC | 3,538 | $49.9 萬 | 0.15% | +2+0.1% | 加碼 |
| Courier Capital LLC | 3,528 | $49.8 萬 | 0.04% | 00.0% | 不變 |
| Hennessy Advisors Inc | 3,500 | $49.4 萬 | 0.02% | 00.0% | 不變 |
| TradeLink Capital LLC | 3,500 | $49.4 萬 | 1.43% | +3,500 | 新進 |
| BKD Wealth Advisors, LLC | 3,494 | $49.3 萬 | 0.01% | −40−1.1% | 減碼 |
| Whalerock Point Partners, LLC | 3,490 | $49.3 萬 | 0.13% | 00.0% | 不變 |
| PFG Advisors | 3,481 | $49.1 萬 | 0.03% | −297−7.9% | 減碼 |
| Norden Group LLC | 3,479 | $49.1 萬 | 0.10% | −264−7.1% | 減碼 |
| Woodmont Investment Counsel LLC | 3,465 | $48.9 萬 | 0.04% | 00.0% | 不變 |
| First Interstate Bank | 3,464 | $48.9 萬 | 0.03% | +840+32.0% | 加碼 |
| Walleye Trading LLC | 3,463 | $48.9 萬 | 0.01% | −4,160−54.6% | 減碼 |
| Cambridge Financial Group, LLC | 3,454 | $48.8 萬 | 0.22% | 00.0% | 不變 |
| Wealth Alliance | 3,447 | $48.7 萬 | 0.06% | −2,076−37.6% | 減碼 |
| CX Institutional | 3,447 | $48.7 萬 | 0.02% | −30−0.9% | 減碼 |
| Empire Financial Management Company, LLC | 3,446 | $48.7 萬 | 0.16% | 00.0% | 不變 |
| Excalibur Management Corp | 3,443 | $48.6 萬 | 0.20% | +118+3.5% | 加碼 |
| Corbyn Investment Management Inc | 3,441 | $48.6 萬 | 0.20% | 00.0% | 不變 |
| Roundview Capital LLC | 3,428 | $48.4 萬 | 0.04% | −491−12.5% | 減碼 |
| Castleark Management LLC | 3,420 | $48.3 萬 | 0.02% | −2,840−45.4% | 減碼 |
| Ambassador Advisors, LLC | 3,419 | $48.3 萬 | 0.09% | −63−1.8% | 減碼 |
| Vantage Consulting Group Inc | 3,403 | $48.0 萬 | 0.36% | +219+6.9% | 加碼 |
| Abacus Planning Group, Inc. | 3,402 | $48.0 萬 | 0.09% | +30+0.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,401 | $48.0 萬 | 0.08% | +26+0.8% | 加碼 |
| GHP Investment Advisors, Inc. | 3,401 | $48.0 萬 | 0.02% | −567−14.3% | 減碼 |
| Wedgewood Investors Inc | 3,400 | $48.0 萬 | 0.57% | +3,400 | 新進 |
| Biltmore Wealth Management, LLC | 3,396 | $47.9 萬 | 0.21% | +3,396 | 新進 |
| Soltis Investment Advisors LLC | 3,391 | $47.9 萬 | 0.05% | +125+3.8% | 加碼 |
| Clarius Group, LLC | 3,386 | $47.8 萬 | 0.03% | −69−2.0% | 減碼 |
| Van Strum & Towne Inc. | 3,381 | $47.7 萬 | 0.17% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 3,367 | $47.5 萬 | 0.10% | +520+18.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,345 | $47.2 萬 | 0.01% | −461−12.1% | 減碼 |
| Keel Point, LLC | 3,504 | $47.2 萬 | 0.04% | +1,885+116.4% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 3,336 | $47.1 萬 | 0.08% | −540−13.9% | 減碼 |
| Tanager Wealth Management LLP | 3,329 | $47.0 萬 | 0.07% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 3,327 | $47.0 萬 | 0.16% | 00.0% | 不變 |
| Allen Investment Management LLC | 3,318 | $46.8 萬 | 0.01% | 00.0% | 不變 |
| Good Life Advisors, LLC | 3,309 | $46.7 萬 | 0.04% | +137+4.3% | 加碼 |
| Perpetual Ltd | 3,304 | $46.6 萬 | 0.01% | −899−21.4% | 減碼 |
| Joel Isaacson & Co., LLC | 3,300 | $46.6 萬 | 0.02% | −45−1.3% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,295 | $46.5 萬 | 0.05% | +157+5.0% | 加碼 |
| Cadinha & Co LLC | 3,280 | $46.3 萬 | 0.09% | +10+0.3% | 加碼 |
| Harbour Investments, Inc. | 3,280 | $46.3 萬 | 0.02% | +324+11.0% | 加碼 |
| Blue Edge Capital, LLC | 3,279 | $46.3 萬 | 0.08% | −216−6.2% | 減碼 |