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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 3,273 | $46.2 萬 | 0.09% | +35+1.1% | 加碼 |
| LCNB Corp | 3,272 | $46.2 萬 | 0.17% | 00.0% | 不變 |
| Twin Tree Management, LP | 3,258 | $46.0 萬 | 0.01% | +3,258 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,255 | $46.0 萬 | 0.13% | +327+11.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,287 | $45.9 萬 | 0.00% | +1,400+74.2% | 加碼 |
| Chicago Trust Co NA | 3,252 | $45.9 萬 | 0.09% | +226+7.5% | 加碼 |
| Athena Investment Management | 3,249 | $45.9 萬 | 0.28% | −138−4.1% | 減碼 |
| NBT Bank N A | 3,248 | $45.8 萬 | 0.03% | +628+24.0% | 加碼 |
| Next Capital Management LLC | 4,987 | $45.4 萬 | 0.19% | +3,028+154.6% | 加碼 |
| Hills Bank & Trust Co | 3,211 | $45.3 萬 | 0.04% | +95+3.0% | 加碼 |
| Granite Group Advisors, LLC | 3,207 | $45.3 萬 | 0.34% | 00.0% | 不變 |
| Rossmore Private Capital | 3,204 | $45.2 萬 | 0.06% | −48−1.5% | 減碼 |
| Whittier Trust Co | 3,190 | $45.0 萬 | 0.01% | −20−0.6% | 減碼 |
| Everhart Financial Group, Inc. | 3,184 | $44.9 萬 | 0.12% | −86−2.6% | 減碼 |
| First National Bank Sioux Falls | 3,184 | $44.9 萬 | 0.23% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 3,179 | $44.9 萬 | 0.02% | −49−1.5% | 減碼 |
| Intrinsic Value Partners, LLC | 3,167 | $44.7 萬 | 0.47% | −60−1.9% | 減碼 |
| McDaniel Terry & Co | 3,168 | $44.7 萬 | 0.04% | −99−3.0% | 減碼 |
| Callan Capital, LLC | 3,157 | $44.6 萬 | 0.04% | −45−1.4% | 減碼 |
| Passumpsic Savings Bank | 3,149 | $44.5 萬 | 0.32% | +125+4.1% | 加碼 |
| CoreFirst Bank & Trust | 3,148 | $44.4 萬 | 0.30% | −270−7.9% | 減碼 |
| Powers Advisory Group, LLC | 3,143 | $44.4 萬 | 0.24% | −200−6.0% | 減碼 |
| Verus Capital Partners, LLC | 3,141 | $44.3 萬 | 0.05% | −181−5.4% | 減碼 |
| Beaton Management Co. Inc. | 3,131 | $44.2 萬 | 0.24% | 00.0% | 不變 |
| Callahan Advisors, LLC | 3,120 | $44.0 萬 | 0.05% | 00.0% | 不變 |
| PDS Planning, Inc | 3,114 | $44.0 萬 | 0.04% | −10.0% | 減碼 |
| Catalina Capital Group, LLC | 3,097 | $43.7 萬 | 0.17% | +307+11.0% | 加碼 |
| Second Line Capital, LLC | 3,091 | $43.6 萬 | 0.13% | +1,449+88.2% | 加碼 |
| Chesapeake Asset Management LLC | 3,089 | $43.6 萬 | 0.42% | +7+0.2% | 加碼 |
| ARS Investment Partners, LLC | 3,086 | $43.6 萬 | 0.04% | −389−11.2% | 減碼 |
| Aries Wealth Management | 3,083 | $43.5 萬 | 0.14% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 3,079 | $43.5 萬 | 0.09% | −612−16.6% | 減碼 |
| GTS Securities LLC | 3,079 | $43.5 萬 | 0.01% | −679−18.1% | 減碼 |
| E&G Advisors, LP | 3,072 | $43.4 萬 | 0.13% | −50−1.6% | 減碼 |
| Fidelis Capital Partners, LLC | 3,258 | $43.3 萬 | 0.06% | +499+18.1% | 加碼 |
| Capital Analysts, LLC | 3,061 | $43.2 萬 | 0.02% | +26+0.9% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 3,057 | $43.2 萬 | 0.11% | +3,057 | 新進 |
| Townsend Asset Management Corp | 3,053 | $43.1 萬 | 0.17% | +9+0.3% | 加碼 |
| Davidson Trust Co | 3,036 | $42.9 萬 | 0.30% | −290−8.7% | 減碼 |
| Poehling Capital Management, LLC | 3,036 | $42.9 萬 | 0.12% | 00.0% | 不變 |
| Magnus Financial Group LLC | 3,033 | $42.8 萬 | 0.05% | +2+0.1% | 加碼 |
| Bridgewater Associates, LP | 3,028 | $42.7 萬 | 0.00% | +3,028 | 新進 |
| Stockman Wealth Management, Inc. | 3,027 | $42.7 萬 | 0.07% | +50+1.7% | 加碼 |
| First Citizens Bank & Trust Co | 3,020 | $42.6 萬 | 0.01% | +400+15.3% | 加碼 |
| Cito Capital Group, LLC | 3,000 | $42.4 萬 | 0.16% | 00.0% | 不變 |
| Aaron Wealth Advisors | 2,999 | $42.3 萬 | 0.06% | +378+14.4% | 加碼 |
| Kanawha Capital Management LLC | 2,985 | $42.1 萬 | 0.03% | +206+7.4% | 加碼 |
| Geller Advisors LLC | 2,961 | $41.8 萬 | 0.03% | −20−0.7% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $41.8 萬 | 0.30% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 2,914 | $41.1 萬 | 0.00% | −103−3.4% | 減碼 |
| Goodman Financial Corp | 2,913 | $41.1 萬 | 0.09% | −365−11.1% | 減碼 |
| Vista Investment Partners LLC | 2,910 | $41.1 萬 | 0.14% | −5,407−65.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,910 | $41.1 萬 | 0.02% | 00.0% | 不變 |
| Consolidated Planning Corp | 2,906 | $41.0 萬 | 0.07% | −893−23.5% | 減碼 |
| Austin Private Wealth, LLC | 2,890 | $40.8 萬 | 0.04% | −10.0% | 減碼 |
| Paragon Capital Management Ltd | 2,883 | $40.7 萬 | 0.07% | +31+1.1% | 加碼 |
| Fukoku Mutual Life Insurance Co | 2,880 | $40.7 萬 | 0.03% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 3,088 | $40.7 萬 | 0.05% | +363+13.3% | 加碼 |
| Fort Sheridan Advisors LLC | 2,872 | $40.5 萬 | 0.07% | +1,230+74.9% | 加碼 |
| Dividend Assets Capital, LLC | 2,868 | $40.5 萬 | 0.08% | 00.0% | 不變 |
| Quilter Plc | 2,863 | $40.4 萬 | 0.01% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,856 | $40.3 萬 | 0.04% | −127−4.3% | 減碼 |
| AlTi Global, Inc. | 2,852 | $40.3 萬 | 0.01% | +66+2.4% | 加碼 |
| Ci Investments Inc. | 2,851 | $40.2 萬 | 0.00% | −913−24.3% | 減碼 |
| Plancorp, LLC | 2,840 | $40.1 萬 | 0.02% | +5+0.2% | 加碼 |
| First Horizon Advisors, Inc. | 2,835 | $40.0 萬 | 0.01% | +1,976+230.0% | 加碼 |
| Stiles Financial Services Inc | 2,828 | $39.9 萬 | 0.15% | −43−1.5% | 減碼 |
| Investors Asset Management of Georgia Inc | 2,802 | $39.6 萬 | 0.19% | 00.0% | 不變 |
| BancorpSouth Bank | 2,801 | $39.5 萬 | 0.03% | −174−5.8% | 減碼 |
| Allegheny Financial Group LTD | 2,773 | $39.1 萬 | 0.11% | +571+25.9% | 加碼 |
| Nilsine Partners, LLC | 2,772 | $39.1 萬 | 0.05% | −78−2.7% | 減碼 |
| Empirical Asset Management, LLC | 23,045 | $39.1 萬 | 0.15% | +19,340+522.0% | 加碼 |
| IFG Advisory, LLC | 2,756 | $38.9 萬 | 0.02% | +2,756 | 新進 |
| Tributary Capital Management, LLC | 2,750 | $38.8 萬 | 0.03% | −100−3.5% | 減碼 |
| Successful Portfolios LLC | 2,744 | $38.7 萬 | 0.27% | −121−4.2% | 減碼 |
| Laurel Wealth Advisors LLC | 2,729 | $38.5 萬 | 0.07% | 00.0% | 不變 |
| Bell Bank | 2,725 | $38.5 萬 | 0.03% | −66,008−96.0% | 減碼 |
| IVC Wealth Advisors LLC | 2,724 | $38.5 萬 | 0.22% | −11−0.4% | 減碼 |
| StoneX Group Inc. | 2,723 | $38.4 萬 | 0.03% | +350+14.7% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,720 | $38.4 萬 | 0.20% | +519+23.6% | 加碼 |
| Ballentine Partners, LLC | 2,713 | $38.3 萬 | 0.01% | −200−6.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 2,699 | $38.1 萬 | 0.01% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,673 | $37.7 萬 | 0.00% | −854−24.2% | 減碼 |
| Ruggaard & Associates LLC | 2,672 | $37.7 萬 | 0.17% | −50−1.8% | 減碼 |
| Alpha DNA Investment Management LLC | 2,656 | $37.5 萬 | 0.21% | −1,877−41.4% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 2,653 | $37.5 萬 | 0.13% | −177−6.3% | 減碼 |
| Strategy Asset Managers LLC | 3,912 | $37.3 萬 | 0.08% | +50+1.3% | 加碼 |
| Eqis Capital Management, Inc. | 2,635 | $37.2 萬 | 0.03% | −399−13.2% | 減碼 |
| HCR Wealth Advisors | 2,631 | $37.1 萬 | 0.05% | +27+1.0% | 加碼 |
| Cape Cod Five Cents Savings Bank | 2,625 | $37.1 萬 | 0.04% | −125−4.5% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $37.0 萬 | 0.05% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 2,620 | $37.0 萬 | 0.14% | +1,064+68.4% | 加碼 |
| Liberty Capital Management, Inc. | 2,618 | $37.0 萬 | 0.09% | +316+13.7% | 加碼 |
| Capital Market Strategies LLC | 2,609 | $36.8 萬 | 0.23% | +500+23.7% | 加碼 |
| Chilton Capital Management LLC | 2,606 | $36.8 萬 | 0.02% | 00.0% | 不變 |
| Dodge & Cox | 2,600 | $36.7 萬 | 0.00% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 2,595 | $36.6 萬 | 0.01% | +198+8.3% | 加碼 |
| Change Path, LLC | 2,569 | $36.3 萬 | 0.02% | −640−19.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,567 | $36.2 萬 | 0.03% | +67+2.7% | 加碼 |
| San Luis Wealth Advisors LLC | 2,563 | $36.2 萬 | 0.09% | +2,563 | 新進 |