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 |
|---|---|---|---|---|---|
| Altrius Capital Management Inc | 29,561 | $417.3 萬 | 1.10% | +400+1.4% | 加碼 |
| Glass Wealth Management Co LLC | 29,444 | $415.7 萬 | 2.43% | +244+0.8% | 加碼 |
| TD Private Client Wealth LLC | 29,185 | $412.0 萬 | 0.13% | −2,061−6.6% | 減碼 |
| Kerusso Capital Management LLC | 29,078 | $410.5 萬 | 2.98% | +29,078 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 28,872 | $407.6 萬 | 0.07% | +11,346+64.7% | 加碼 |
| Central Trust Co | 28,677 | $404.8 萬 | 0.10% | −402−1.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 28,475 | $402.0 萬 | 0.04% | −5,901−17.2% | 減碼 |
| La Banque Postale Asset Management SA | 28,429 | $401.3 萬 | 0.16% | −11,853−29.4% | 減碼 |
| Banque Cantonale Vaudoise | 28,392 | $400.8 萬 | 0.16% | +8,675+44.0% | 加碼 |
| National Asset Management, Inc. | 28,288 | $399.3 萬 | 0.10% | −9,887−25.9% | 減碼 |
| 1832 Asset Management L.P. | 28,110 | $396.8 萬 | 0.01% | −153,911−84.6% | 減碼 |
| Parsons Capital Management Inc | 28,099 | $396.7 萬 | 0.27% | −134−0.5% | 減碼 |
| Citizens National Bank Trust Department | 28,044 | $395.9 萬 | 0.88% | −355−1.3% | 減碼 |
| Ellerson Group Inc | 27,998 | $395.2 萬 | 3.01% | −1,382−4.7% | 減碼 |
| Cary Street Partners Asset Management LLC | 27,931 | $394.3 萬 | 0.58% | −4,071−12.7% | 減碼 |
| Riverview Capital Advisers, LLC | 27,875 | $393.5 萬 | 1.33% | −955−3.3% | 減碼 |
| Johnson Investment Counsel Inc | 27,647 | $390.3 萬 | 0.04% | −405−1.4% | 減碼 |
| Tocqueville Asset Management L.P. | 27,646 | $390.3 萬 | 0.06% | −1,369−4.7% | 減碼 |
| Aigen Investment Management, LP | 27,262 | $384.9 萬 | 0.75% | +27,262 | 新進 |
| Prospera Financial Services Inc | 27,191 | $384.1 萬 | 0.11% | +1,639+6.4% | 加碼 |
| Hartford Investment Management Co | 27,136 | $383.1 萬 | 0.13% | −635−2.3% | 減碼 |
| Clearbridge Investments, LLC | 27,084 | $382.3 萬 | 0.00% | −5,653−17.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 26,816 | $378.5 萬 | 0.02% | −2,761−9.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 26,771 | $377.9 萬 | 0.13% | +197+0.7% | 加碼 |
| Mather Group, LLC. | 22,995 | $375.6 萬 | 0.05% | +13,551+143.5% | 加碼 |
| Burney Co | 26,528 | $374.5 萬 | 0.14% | +6,998+35.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 26,390 | $372.5 萬 | 0.20% | +26,390 | 新進 |
| Principle Wealth Partners LLC | 26,227 | $370.2 萬 | 0.28% | −20.0% | 減碼 |
| German American Bancorp, Inc. | 26,219 | $370.1 萬 | 0.43% | +411+1.6% | 加碼 |
| Patton Fund Management, Inc. | 25,900 | $365.6 萬 | 0.77% | −5,288−17.0% | 減碼 |
| M&G Plc | 25,506 | $359.6 萬 | 0.02% | +25,506 | 新進 |
| Gladstone Institutional Advisory LLC | 25,385 | $358.4 萬 | 0.19% | +3,583+16.4% | 加碼 |
| Wisconsin Capital Management LLC | 25,330 | $357.6 萬 | 1.81% | 00.0% | 不變 |
| Summit Financial, LLC | 25,264 | $356.7 萬 | 0.16% | +4,720+23.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 25,179 | $355.4 萬 | 0.13% | +750+3.1% | 加碼 |
| Cardinal Capital Management | 25,094 | $354.3 萬 | 0.60% | −33−0.1% | 減碼 |
| Herold Advisors, Inc. | 25,091 | $354.2 萬 | 0.82% | +736+3.0% | 加碼 |
| Fundamentun, LLC | 25,039 | $353.5 萬 | 0.29% | +1,928+8.3% | 加碼 |
| River Wealth Advisors LLC | 25,036 | $353.4 萬 | 0.51% | −472−1.9% | 減碼 |
| Strategic Planning Group, LLC | 24,915 | $351.7 萬 | 0.77% | +6,141+32.7% | 加碼 |
| Bremer Bank National Association | 24,812 | $350.3 萬 | 0.68% | −654−2.6% | 減碼 |
| SWS Partners | 24,762 | $349.1 萬 | 1.04% | +1,823+7.9% | 加碼 |
| Garrison Asset Management, LLC | 24,493 | $345.8 萬 | 1.82% | −65−0.3% | 減碼 |
| Virginia Wealth Management Group, Inc. | 24,463 | $345.3 萬 | 2.83% | −118−0.5% | 減碼 |
| Occudo Quantitative Strategies LP | 24,391 | $344.3 萬 | 0.61% | +24,391 | 新進 |
| Securian Asset Management, Inc | 24,377 | $344.1 萬 | 0.10% | −949−3.7% | 減碼 |
| Sonora Investment Management Group, LLC | 21,006 | $343.1 萬 | 0.27% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 24,275 | $342.8 萬 | 0.03% | +3,032+14.3% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 24,263 | $342.5 萬 | 1.14% | +120.0% | 加碼 |
| UniSuper Management Pty Ltd | 24,204 | $341.7 萬 | 0.03% | +12,100+100.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 24,130 | $340.6 萬 | 0.07% | −339−1.4% | 減碼 |
| Equitable Trust Co | 24,004 | $338.9 萬 | 0.23% | +5,041+26.6% | 加碼 |
| Louisiana State Employees Retirement System | 24,000 | $338.8 萬 | 0.07% | −1,000−4.0% | 減碼 |
| Commerzbank Aktiengesellschaft | 23,649 | $333.9 萬 | 0.11% | +10,890+85.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 23,555 | $332.5 萬 | 0.05% | −600−2.5% | 減碼 |
| Richard Bernstein Advisors LLC | 23,493 | $331.7 萬 | 0.07% | +30.0% | 加碼 |
| Stock Yards Bank & Trust Co | 23,414 | $330.5 萬 | 0.11% | −500−2.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 23,354 | $329.7 萬 | 0.02% | +8,100+53.1% | 加碼 |
| Davenport & Co LLC | 23,316 | $329.2 萬 | 0.02% | −126−0.5% | 減碼 |
| Miracle Mile Advisors, LLC | 23,294 | $328.8 萬 | 0.08% | +473+2.1% | 加碼 |
| CWM, LLC | 23,268 | $328.5 萬 | 0.02% | +203+0.9% | 加碼 |
| Catalyst Capital Advisors LLC | 23,170 | $327.1 萬 | 0.08% | −130−0.6% | 減碼 |
| Zacks Investment Management | 23,140 | $326.7 萬 | 0.04% | +820+3.7% | 加碼 |
| SevenBridge Financial Group, LLC | 24,349 | $324.0 萬 | 0.72% | −183−0.7% | 減碼 |
| Van Eck Associates Corp | 22,923 | $323.6 萬 | 0.00% | −5,483−19.3% | 減碼 |
| First National Bank of Omaha | 22,874 | $322.9 萬 | 0.21% | +9,751+74.3% | 加碼 |
| Brinker Capital Investments, LLC | 22,789 | $321.7 萬 | 0.03% | +5,333+30.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 22,789 | $321.7 萬 | 0.03% | +5,333+30.6% | 加碼 |
| TownSquare Capital, LLC | 22,698 | $320.4 萬 | 0.04% | +1,422+6.7% | 加碼 |
| Brookstone Capital Management | 22,625 | $318.4 萬 | 0.05% | −451−2.0% | 減碼 |
| Profund Advisors LLC | 22,498 | $317.6 萬 | 0.12% | +1,615+7.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 22,390 | $316.1 萬 | 0.10% | −1,075−4.6% | 減碼 |
| Financial Counselors Inc | 22,339 | $315.4 萬 | 0.05% | +3,242+17.0% | 加碼 |
| CFM Wealth Partners LLC | 22,177 | $313.1 萬 | 0.58% | +60.0% | 加碼 |
| Quarry LP | 22,149 | $312.7 萬 | 1.30% | +11,820+114.4% | 加碼 |
| Tudor Investment Corp Et Al | 22,142 | $312.6 萬 | 0.04% | +22,142 | 新進 |
| New Mexico Educational Retirement Board | 22,128 | $312.4 萬 | 0.11% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 22,101 | $312.0 萬 | 0.47% | −1,403−6.0% | 減碼 |
| Viking Fund Management LLC | 22,000 | $310.6 萬 | 0.56% | −2,000−8.3% | 減碼 |
| Americana Partners, LLC | 21,892 | $309.1 萬 | 0.24% | +380+1.8% | 加碼 |
| MAI Capital Management | 21,685 | $306.1 萬 | 0.03% | +212+1.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 21,311 | $300.8 萬 | 0.24% | −34,238−61.6% | 減碼 |
| Cheviot Value Management, LLC | 21,302 | $300.7 萬 | 0.59% | +21,302 | 新進 |
| Metis Global Partners, LLC | 21,227 | $299.7 萬 | 0.10% | −101−0.5% | 減碼 |
| AE Wealth Management LLC | 21,218 | $299.5 萬 | 0.03% | +12,642+147.4% | 加碼 |
| Synovus Financial Corp | 21,178 | $299.0 萬 | 0.04% | +96+0.5% | 加碼 |
| Neville Rodie & Shaw Inc | 21,072 | $297.5 萬 | 0.23% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 20,938 | $295.6 萬 | 0.02% | −17−0.1% | 減碼 |
| Wedbush Securities Inc | 20,745 | $292.9 萬 | 0.10% | +727+3.6% | 加碼 |
| First Nebraska Trust Co | 20,737 | $292.7 萬 | 0.30% | −112−0.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 20,708 | $292.3 萬 | 0.14% | −297−1.4% | 減碼 |
| Becker Capital Management Inc | 20,675 | $291.9 萬 | 0.10% | −678−3.2% | 減碼 |
| Rockline Wealth Management, LLC | 20,391 | $287.9 萬 | 0.89% | +527+2.7% | 加碼 |
| Patten & Patten Inc | 20,196 | $285.1 萬 | 0.20% | −421−2.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 20,186 | $285.0 萬 | 0.03% | +741+3.8% | 加碼 |
| Hartford Financial Management Inc. | 19,903 | $281.0 萬 | 0.60% | −275−1.4% | 減碼 |
| Regions Financial Corp | 19,855 | $280.3 萬 | 0.02% | +102+0.5% | 加碼 |
| Argonautica Private Wealth Management, Inc | 19,840 | $280.1 萬 | 0.96% | −71−0.4% | 減碼 |
| Teamwork Financial Advisors, LLC | 19,803 | $279.6 萬 | 0.41% | +3,600+22.2% | 加碼 |
| DCM Advisors, LLC | 19,745 | $278.7 萬 | 1.47% | −2,380−10.8% | 減碼 |