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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 9,354 | $132.1 萬 | 0.06% | −26−0.3% | 減碼 |
| Moloney Securities Asset Management, LLC | 9,310 | $131.4 萬 | 0.19% | +545+6.2% | 加碼 |
| Wimmer Associates 1, LLC | 9,295 | $131.2 萬 | 0.67% | −15−0.2% | 減碼 |
| Global Retirement Partners, LLC | 9,226 | $130.2 萬 | 0.04% | +6,442+231.4% | 加碼 |
| Parcion Private Wealth LLC | 9,225 | $130.2 萬 | 0.12% | +7+0.1% | 加碼 |
| CFS Investment Advisory Services, LLC | 9,222 | $130.2 萬 | 0.11% | +9,222 | 新進 |
| Axxcess Wealth Management, LLC | 9,213 | $130.1 萬 | 0.04% | −2,990−24.5% | 減碼 |
| Fairfield, Bush & Co. | 9,208 | $130.0 萬 | 0.78% | −125−1.3% | 減碼 |
| Rowland & Co Investment Counsel | 9,161 | $129.3 萬 | 0.28% | −1,935−17.4% | 減碼 |
| Versor Investments LP | 9,138 | $129.0 萬 | 0.24% | +2,351+34.6% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 9,137 | $129.0 萬 | 0.29% | −134−1.4% | 減碼 |
| Lakeview Capital Partners, LLC | 7,879 | $128.7 萬 | 0.21% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 8,927 | $126.0 萬 | 0.04% | +278+3.2% | 加碼 |
| Simplicity Wealth,LLC | 8,924 | $126.0 萬 | 0.03% | +301+3.5% | 加碼 |
| Karpas Strategies, LLC | 8,903 | $125.7 萬 | 0.39% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 8,874 | $125.3 萬 | 0.08% | 00.0% | 不變 |
| Patten Group, Inc. | 8,868 | $125.2 萬 | 0.30% | −111−1.2% | 減碼 |
| Panagora Asset Management Inc | 8,864 | $125.1 萬 | 0.01% | −8,380−48.6% | 減碼 |
| Mutual Advisors, LLC | 8,888 | $124.8 萬 | 0.04% | +339+4.0% | 加碼 |
| M&R Capital Management Inc | 8,814 | $124.4 萬 | 0.30% | +401+4.8% | 加碼 |
| Old National Bancorp | 8,811 | $124.4 萬 | 0.03% | +467+5.6% | 加碼 |
| AIA Group Ltd | 8,800 | $124.2 萬 | 0.04% | +600+7.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 8,798 | $124.2 萬 | 0.07% | +1,001+12.8% | 加碼 |
| Argent Trust Co | 8,715 | $123.0 萬 | 0.05% | +262+3.1% | 加碼 |
| Verdence Capital Advisors LLC | 8,690 | $122.7 萬 | 0.11% | −699−7.4% | 減碼 |
| Cornerstone Advisors, LLC | 8,600 | $121.4 萬 | 0.05% | −1,000−10.4% | 減碼 |
| FCG Investment Co | 8,598 | $121.4 萬 | 0.92% | −524−5.7% | 減碼 |
| Chelsea Counsel Co | 8,585 | $121.2 萬 | 0.60% | −250−2.8% | 減碼 |
| Dynasty Wealth Management, LLC | 8,570 | $121.0 萬 | 0.04% | +860+11.2% | 加碼 |
| Csenge Advisory Group | 8,518 | $120.2 萬 | 0.07% | +170+2.0% | 加碼 |
| NVWM, LLC | 8,466 | $119.5 萬 | 0.32% | +283+3.5% | 加碼 |
| Aptus Capital Advisors, LLC | 8,394 | $118.5 萬 | 0.02% | +1,233+17.2% | 加碼 |
| Strategic Advisors LLC | 8,370 | $118.2 萬 | 0.23% | −946−10.2% | 減碼 |
| Lokken Investment Group LLC | 8,354 | $117.9 萬 | 0.55% | +723+9.5% | 加碼 |
| Trustmark National Bank Trust Department | 8,335 | $117.7 萬 | 0.09% | −625−7.0% | 減碼 |
| Intrua Financial, LLC | 8,330 | $117.6 萬 | 0.19% | −223−2.6% | 減碼 |
| Teacher Retirement System of Texas | 8,319 | $117.4 萬 | 0.01% | −23,800−74.1% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 8,314 | $117.4 萬 | 0.45% | +8,314 | 新進 |
| Guyasuta Investment Advisors Inc | 8,776 | $116.9 萬 | 0.09% | 00.0% | 不變 |
| Oak Hill Wealth Advisors, LLC | 8,262 | $116.6 萬 | 0.35% | +8,262 | 新進 |
| Capital Advisors Wealth Management, LLC | 8,205 | $115.8 萬 | 0.23% | +130+1.6% | 加碼 |
| EP Wealth Advisors, LLC | 8,184 | $115.5 萬 | 0.01% | −102−1.2% | 減碼 |
| Buckingham Strategic Partners | 8,140 | $114.9 萬 | 0.03% | −1,416−14.8% | 減碼 |
| Summit Trail Advisors, LLC | 8,140 | $114.9 萬 | 0.03% | +3,886+91.3% | 加碼 |
| Cowa, LLC | 8,020 | $113.4 萬 | 0.61% | −1,621−16.8% | 減碼 |
| Natixis | 8,028 | $113.3 萬 | 0.01% | −262,795−97.0% | 減碼 |
| Covenant Partners, LLC | 8,014 | $113.1 萬 | 0.34% | −204−2.5% | 減碼 |
| Fiduciary Group LLC | 7,959 | $112.4 萬 | 0.12% | −93−1.2% | 減碼 |
| Westmount Partners, LLC | 7,967 | $112.3 萬 | 0.37% | +29+0.4% | 加碼 |
| Institute for Wealth Management, LLC. | 7,948 | $112.2 萬 | 0.15% | −93−1.2% | 減碼 |
| SeaCrest Wealth Management, LLC | 7,923 | $111.8 萬 | 0.13% | −42−0.5% | 減碼 |
| Glenview Trust Co | 7,914 | $111.7 萬 | 0.02% | +729+10.1% | 加碼 |
| Bank Ozk | 7,881 | $111.3 萬 | 0.48% | +2,393+43.6% | 加碼 |
| Lake Street Financial LLC | 7,879 | $111.2 萬 | 0.14% | +1,340+20.5% | 加碼 |
| Relative Value Partners Group, LLC | 7,879 | $111.2 萬 | 0.14% | +3,341+73.6% | 加碼 |
| Baker Ellis Asset Management LLC | 7,843 | $110.7 萬 | 0.17% | −330−4.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,839 | $110.7 萬 | 0.08% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 7,828 | $110.5 萬 | 0.07% | +9+0.1% | 加碼 |
| Arvest Trust Co N A | 7,818 | $110.4 萬 | 0.07% | −5,601−41.7% | 減碼 |
| Accordant Advisory Group Inc | 7,800 | $110.1 萬 | 1.04% | +1,173+17.7% | 加碼 |
| Bull Street Advisors, LLC | 7,731 | $109.1 萬 | 0.53% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 7,692 | $108.6 萬 | 0.25% | +228+3.1% | 加碼 |
| Jupiter Wealth Management LLC | 7,459 | $108.5 萬 | 0.58% | −1,191−13.8% | 減碼 |
| Private Capital Management, LLC | 7,664 | $108.2 萬 | 0.13% | −12−0.2% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 7,625 | $107.6 萬 | 0.72% | −150−1.9% | 減碼 |
| Freestone Capital Holdings, LLC | 7,621 | $107.6 萬 | 0.04% | −20.0% | 減碼 |
| Edge Capital Group, LLC | 7,605 | $107.4 萬 | 0.05% | 00.0% | 不變 |
| Valley Brook Capital Group | 7,596 | $107.2 萬 | 0.84% | +172+2.3% | 加碼 |
| Farther Finance Advisors, LLC | 7,603 | $107.2 萬 | 0.05% | +965+14.5% | 加碼 |
| Forum Financial Management, LP | 7,562 | $106.7 萬 | 0.02% | −335−4.2% | 減碼 |
| Jennison Associates LLC | 7,561 | $106.7 萬 | 0.00% | −175−2.3% | 減碼 |
| AMG National Trust Bank | 7,555 | $106.7 萬 | 0.03% | +540+7.7% | 加碼 |
| Boston Trust Walden Corp | 7,493 | $105.8 萬 | 0.01% | −1,850−19.8% | 減碼 |
| Bradley Foster & Sargent Inc | 7,486 | $105.7 萬 | 0.02% | +32+0.4% | 加碼 |
| Peoples Bank | 7,474 | $105.5 萬 | 0.55% | −80−1.1% | 減碼 |
| Mairs & Power Inc | 7,400 | $104.5 萬 | 0.01% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 7,483 | $103.6 萬 | 0.35% | +7,483 | 新進 |
| Aristotle Capital Management, LLC | 7,334 | $103.5 萬 | 0.00% | −209−2.8% | 減碼 |
| Bridge Creek Capital Management LLC | 7,334 | $103.5 萬 | 0.33% | −175−2.3% | 減碼 |
| Strategic Wealth Partners, Ltd. | 7,281 | $102.8 萬 | 0.11% | +2,176+42.6% | 加碼 |
| Arvest Investments, Inc. | 7,258 | $102.5 萬 | 0.16% | +60+0.8% | 加碼 |
| Pinnacle Financial Partners Inc | 7,087 | $102.3 萬 | 0.02% | +132+1.9% | 加碼 |
| Eisler Capital (UK) Ltd. | 7,236 | $102.2 萬 | 0.33% | +3,920+118.2% | 加碼 |
| Merit Financial Group, LLC | 7,205 | $101.7 萬 | 0.02% | +2,579+55.8% | 加碼 |
| South Street Advisors LLC | 7,170 | $101.2 萬 | 0.15% | +750+11.7% | 加碼 |
| Verdad Advisers, LP | 7,168 | $101.2 萬 | 1.17% | 00.0% | 不變 |
| Wedmont Private Capital | 7,294 | $101.1 萬 | 0.06% | +2,341+47.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,134 | $100.7 萬 | 0.10% | −435−5.7% | 減碼 |
| Connecticut Wealth Management, LLC | 7,106 | $100.3 萬 | 0.05% | +107+1.5% | 加碼 |
| HighPoint Advisor Group LLC | 6,809 | $100.2 萬 | 0.06% | +851+14.3% | 加碼 |
| WealthTrust Axiom LLC | 7,086 | $100.0 萬 | 0.33% | −363−4.9% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $99.9 萬 | 0.25% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 7,076 | $99.9 萬 | 0.09% | −1,032−12.7% | 減碼 |
| FineMark National Bank & Trust | 7,044 | $99.4 萬 | 0.04% | −336−4.6% | 減碼 |
| David Loasby | 7,402 | $99.2 萬 | 0.10% | +8+0.1% | 加碼 |
| Mystic Asset Management, Inc. | 6,956 | $98.2 萬 | 0.40% | +17+0.2% | 加碼 |
| Hunter Associates Investment Management LLC | 6,963 | $98.1 萬 | 0.16% | −100−1.4% | 減碼 |
| Busey Wealth Management | 6,901 | $97.4 萬 | 0.03% | +911+15.2% | 加碼 |
| Westwood Holdings Group Inc. | 6,872 | $97.0 萬 | 0.00% | +3,736+119.1% | 加碼 |
| GAMMA Investing LLC | 6,864 | $96.9 萬 | 0.13% | +1,541+28.9% | 加碼 |