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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 47,565 | $671.5 萬 | 0.86% | +268+0.6% | 加碼 |
| Telos Capital Management, Inc. | 47,446 | $669.8 萬 | 0.74% | +4,402+10.2% | 加碼 |
| Buckingham Capital Management, Inc. | 46,924 | $662.4 萬 | 0.79% | −2,581−5.2% | 減碼 |
| Railway Pension Investments Ltd | 46,400 | $655.0 萬 | 0.08% | −16,600−26.3% | 減碼 |
| Mirador Capital Partners LP | 46,224 | $652.5 萬 | 1.23% | +1,227+2.7% | 加碼 |
| Royal Fund Management, LLC | 45,564 | $649.0 萬 | 0.87% | −8,285−15.4% | 減碼 |
| Stolper Co | 45,584 | $643.5 萬 | 2.27% | +761+1.7% | 加碼 |
| Atlantic Union Bankshares Corp | 44,605 | $629.7 萬 | 0.39% | −797−1.8% | 減碼 |
| Wolverine Trading, LLC | 44,447 | $627.5 萬 | 0.10% | +10,545+31.1% | 加碼 |
| Sierra Summit Advisors LLC | 44,356 | $626.2 萬 | 1.55% | +44,356 | 新進 |
| Lido Advisors, LLC | 44,092 | $622.4 萬 | 0.05% | +28,811+188.5% | 加碼 |
| Gotham Asset Management, LLC | 44,049 | $621.8 萬 | 0.08% | +1,856+4.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,842 | $618.9 萬 | 0.07% | +708+1.6% | 加碼 |
| SG Americas Securities, LLC | 43,743 | $617.5 萬 | 0.04% | −100,984−69.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 43,605 | $615.6 萬 | 0.10% | +34,378+372.6% | 加碼 |
| Colonial Trust Advisors | 43,137 | $609.0 萬 | 0.58% | +111+0.3% | 加碼 |
| Private Advisor Group, LLC | 43,019 | $607.3 萬 | 0.04% | −2,353−5.2% | 減碼 |
| Arkadios Wealth Advisors | 42,583 | $601.1 萬 | 0.41% | −764−1.8% | 減碼 |
| King Luther Capital Management Corp | 42,349 | $597.8 萬 | 0.03% | −1,336−3.1% | 減碼 |
| Stablepoint Partners, LLC | 42,549 | $597.4 萬 | 1.16% | −6,492−13.2% | 減碼 |
| Oppenheimer & Co Inc | 42,063 | $593.8 萬 | 0.09% | −9,995−19.2% | 減碼 |
| Jefferies Financial Group Inc. | 41,975 | $592.6 萬 | 0.12% | +34,415+455.2% | 加碼 |
| Nations Financial Group Inc, | 41,951 | $592.2 萬 | 0.48% | +2,033+5.1% | 加碼 |
| Texas Yale Capital Corp. | 41,613 | $587.5 萬 | 0.28% | 00.0% | 不變 |
| Fiera Capital Corp | 41,530 | $586.3 萬 | 0.02% | +41,530 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 41,368 | $584.0 萬 | 0.10% | +3,566+9.4% | 加碼 |
| Ancora Advisors, LLC | 40,843 | $576.6 萬 | 0.14% | −740−1.8% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 40,671 | $574.2 萬 | 0.23% | −4,533−10.0% | 減碼 |
| Hamilton Capital Partners Inc. | 40,552 | $572.5 萬 | 0.61% | +1,896+4.9% | 加碼 |
| Montgomery Investment Management Inc | 40,535 | $572.2 萬 | 2.26% | 00.0% | 不變 |
| Cozad Asset Management Inc | 40,382 | $570.1 萬 | 0.57% | +11,121+38.0% | 加碼 |
| Kingsview Wealth Management, LLC | 40,299 | $568.9 萬 | 0.13% | −17,739−30.6% | 減碼 |
| Quotient Wealth Partners, LLC | 40,010 | $564.8 萬 | 0.20% | +4,435+12.5% | 加碼 |
| Umb Bank N A | 39,931 | $563.7 萬 | 0.09% | −772−1.9% | 減碼 |
| Meyer Handelman Co | 39,772 | $561.5 萬 | 0.20% | −100−0.3% | 減碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $560.9 萬 | 2.09% | 00.0% | 不變 |
| Huntington National Bank | 39,686 | $560.2 萬 | 0.04% | +83+0.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 39,449 | $556.9 萬 | 0.01% | +2,596+7.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 39,440 | $556.8 萬 | 0.06% | −14,581−27.0% | 減碼 |
| Berger Financial Group, Inc | 39,009 | $550.7 萬 | 0.44% | −254−0.6% | 減碼 |
| Coldstream Capital Management Inc | 38,883 | $548.9 萬 | 0.13% | −735−1.9% | 減碼 |
| USS Investment Management Ltd | 38,600 | $545.1 萬 | 0.04% | 00.0% | 不變 |
| Beacon Financial Group | 38,505 | $543.6 萬 | 0.62% | −1,959−4.8% | 減碼 |
| Rothschild Investment LLC | 38,493 | $543.4 萬 | 0.38% | −108−0.3% | 減碼 |
| Shorepoint Capital Partners LLC | 38,219 | $539.5 萬 | 1.27% | −235−0.6% | 減碼 |
| Bokf, NA | 37,963 | $535.9 萬 | 0.10% | −22,018−36.7% | 減碼 |
| Farmers & Merchants Investments Inc | 37,828 | $534.0 萬 | 0.18% | −415−1.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 37,688 | $532.0 萬 | 0.12% | −9,127−19.5% | 減碼 |
| Wintrust Investments LLC | 37,618 | $531.0 萬 | 0.43% | −1,652−4.2% | 減碼 |
| Colonial Trust Co | 37,597 | $530.8 萬 | 0.93% | +1,516+4.2% | 加碼 |
| HM Payson & Co | 37,330 | $527.0 萬 | 0.10% | −331−0.9% | 減碼 |
| Brady Family Wealth, LLC | 37,266 | $526.1 萬 | 1.70% | +346+0.9% | 加碼 |
| Sienna Gestion | 37,046 | $522.7 萬 | 0.46% | +37,046 | 新進 |
| Mackenzie Financial Corp | 37,008 | $522.4 萬 | 0.01% | −984−2.6% | 減碼 |
| Level Four Advisory Services, LLC | 36,605 | $516.8 萬 | 0.23% | −7,459−16.9% | 減碼 |
| United Capital Financial Advisers, LLC | 36,460 | $514.7 萬 | 0.04% | −3,057−7.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 36,375 | $513.5 萬 | 0.10% | −390−1.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 36,709 | $511.7 萬 | 0.03% | −97,027−72.6% | 減碼 |
| Invesco, LLC | 35,906 | $506.9 萬 | 2.12% | 00.0% | 不變 |
| JustInvest LLC | 36,815 | $502.3 萬 | 0.10% | +2,330+6.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 35,047 | $494.7 萬 | 0.12% | −4,248−10.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 34,739 | $490.4 萬 | 0.01% | −245,054−87.6% | 減碼 |
| Pinnacle Associates Ltd | 34,655 | $489.2 萬 | 0.08% | +478+1.4% | 加碼 |
| Mattern Wealth Management LLC | 34,622 | $488.8 萬 | 1.17% | −2,063−5.6% | 減碼 |
| MUFG Securities EMEA plc | 34,400 | $485.6 萬 | 0.22% | +34,400 | 新進 |
| Pacer Advisors, Inc. | 34,272 | $483.8 萬 | 0.01% | +1,573+4.8% | 加碼 |
| Chatham Capital Group, Inc. | 34,095 | $481.3 萬 | 0.84% | 00.0% | 不變 |
| Opus Investment Management Inc | 33,800 | $477.2 萬 | 3.08% | 00.0% | 不變 |
| Atria Investments LLC | 33,739 | $476.3 萬 | 0.06% | +1,388+4.3% | 加碼 |
| First American Bank | 33,680 | $475.5 萬 | 0.36% | −55−0.2% | 減碼 |
| Independent Advisor Alliance | 33,610 | $474.5 萬 | 0.16% | +1,530+4.8% | 加碼 |
| Resources Investment Advisors, LLC. | 33,419 | $471.8 萬 | 0.06% | +4,449+15.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 33,310 | $470.2 萬 | 0.11% | −1,761−5.0% | 減碼 |
| Maryland State Retirement & Pension System | 33,021 | $466.2 萬 | 0.09% | −1,626−4.7% | 減碼 |
| Martin Capital Partners, LLC | 32,822 | $463.3 萬 | 1.87% | −1,062−3.1% | 減碼 |
| Northeast Financial Consultants Inc | 32,720 | $461.9 萬 | 0.21% | −480−1.4% | 減碼 |
| Mizuho Securities USA LLC | 32,684 | $461.4 萬 | 0.10% | +32,684 | 新進 |
| Community Bank & Trust, Waco, Texas | 32,517 | $459.0 萬 | 1.15% | +345+1.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 32,503 | $458.8 萬 | 0.88% | −750−2.3% | 減碼 |
| Canal Insurance CO | 32,500 | $458.8 萬 | 1.21% | 00.0% | 不變 |
| Paloma Partners Management Co | 32,434 | $457.9 萬 | 0.40% | +27,792+598.7% | 加碼 |
| Sendero Wealth Management, LLC | 32,403 | $457.4 萬 | 0.77% | +2,329+7.7% | 加碼 |
| KBC Group NV | 32,392 | $457.2 萬 | 0.01% | −62,550−65.9% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 32,227 | $454.9 萬 | 0.50% | −6,325−16.4% | 減碼 |
| Citadel Advisors LLC | 32,190 | $454.4 萬 | 0.00% | −788,140−96.1% | 減碼 |
| McDonald Partners LLC | 32,086 | $453.0 萬 | 1.21% | +254+0.8% | 加碼 |
| BNC Wealth Management, LLC | 32,038 | $452.3 萬 | 1.68% | +2,182+7.3% | 加碼 |
| Kentucky Retirement Systems | 31,947 | $451.0 萬 | 0.13% | −708−2.2% | 減碼 |
| MBB Public Markets I LLC | 31,698 | $447.5 萬 | 0.09% | +31,698 | 新進 |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,657 | $446.9 萬 | 1.24% | 00.0% | 不變 |
| Bessemer Group Inc | 31,660 | $446.9 萬 | 0.01% | −22,552−41.6% | 減碼 |
| Fifth Third Bancorp | 31,427 | $443.7 萬 | 0.02% | +234+0.8% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 31,397 | $443.2 萬 | 0.68% | +1,561+5.2% | 加碼 |
| Trajan Wealth LLC | 31,378 | $443.0 萬 | 0.28% | −209−0.7% | 減碼 |
| CIBC World Markets Inc. | 31,119 | $439.3 萬 | 0.01% | −68,992−68.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 31,073 | $438.7 萬 | 0.24% | −347−1.1% | 減碼 |
| Baxter Bros Inc | 30,852 | $435.5 萬 | 0.57% | −156−0.5% | 減碼 |
| Heritage Trust Co | 30,550 | $431.3 萬 | 0.57% | +226+0.7% | 加碼 |
| Tweedy, Browne Co LLC | 30,228 | $426.7 萬 | 0.20% | −1,081−3.5% | 減碼 |
| TD Waterhouse Canada Inc. | 29,842 | $421.3 萬 | 0.04% | −7,688−20.5% | 減碼 |