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 3 季 13F 持有人
Phillips 66 在 2024/9/30 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
- 1,775
- 較 2024 年第 2 季 +10 家
- 持有股數
- 3.03 億
- 較 2024 年第 2 季 +2,150 萬 (+7.6%)
- 總市值
- $398.4 億
- 較 2024 年第 2 季 +$1.20 億 (+0.3%)
- 新進機構
- 133
- 另有 611 家加碼
- 清倉機構
- 123
- 另有 681 家減碼
另有 22 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 5,669 | $74.5 萬 | 0.22% | +5,669 | 新進 |
| AlphaStar Capital Management, LLC | 5,680 | $74.7 萬 | 0.06% | −1,396−19.7% | 減碼 |
| Doheny Asset Management | 5,689 | $74.8 萬 | 0.51% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 5,703 | $75.0 萬 | 0.13% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 5,703 | $75.0 萬 | 0.00% | +3,030+113.4% | 加碼 |
| Veracity Capital LLC | 5,745 | $75.5 萬 | 0.29% | +12+0.2% | 加碼 |
| Autumn Glory Partners, LLC | 5,740 | $75.6 萬 | 0.29% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,770 | $75.8 萬 | 0.10% | −6−0.1% | 減碼 |
| Massmutual Trust Co FSB | 5,770 | $75.8 萬 | 0.02% | −73−1.2% | 減碼 |
| Vise Technologies, Inc. | 5,775 | $75.9 萬 | 0.10% | +2,128+58.3% | 加碼 |
| We Are One Seven, LLC | 5,775 | $75.9 萬 | 0.03% | −1,078−15.7% | 減碼 |
| Pinnacle Financial Partners Inc | 5,776 | $75.9 萬 | 0.02% | −1,311−18.5% | 減碼 |
| Atomi Financial Group, Inc. | 5,800 | $76.2 萬 | 0.05% | +374+6.9% | 加碼 |
| Johnson Financial Group, Inc. | 5,839 | $76.8 萬 | 0.04% | −98−1.7% | 減碼 |
| Checchi Capital Advisers, LLC | 5,850 | $76.9 萬 | 0.06% | −209−3.4% | 減碼 |
| Palisade Asset Management, LLC | 5,854 | $77.0 萬 | 0.08% | −24−0.4% | 減碼 |
| First National Bank & Trust Co of Newtown | 5,856 | $77.0 萬 | 0.15% | −25−0.4% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,856 | $77.0 萬 | 0.27% | −24−0.4% | 減碼 |
| Mission Wealth Management, LP | 5,862 | $77.1 萬 | 0.02% | +773+15.2% | 加碼 |
| Western Financial Corp | 5,882 | $77.3 萬 | 0.44% | +91+1.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 5,884 | $77.3 萬 | 0.39% | −92−1.5% | 減碼 |
| Siemens Fonds Invest GmbH | 5,888 | $77.4 萬 | 0.06% | +1,294+28.2% | 加碼 |
| Citizens Financial Group Inc | 5,898 | $77.5 萬 | 0.02% | +2,206+59.8% | 加碼 |
| Epoch Investment Partners, Inc. | 5,902 | $77.6 萬 | 0.00% | −295−4.8% | 減碼 |
| Keynote Financial Services LLC | 5,904 | $77.6 萬 | 0.59% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $78.1 萬 | 0.15% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 5,993 | $78.8 萬 | 0.21% | +206+3.6% | 加碼 |
| Strategic Financial Services, Inc, | 5,995 | $78.8 萬 | 0.05% | 00.0% | 不變 |
| Tradewinds, LLC. | 6,011 | $79.0 萬 | 0.24% | −15−0.2% | 減碼 |
| Heck Capital Advisors, LLC | 6,021 | $79.1 萬 | 0.09% | 00.0% | 不變 |
| Camden Capital, LLC | 6,054 | $79.6 萬 | 0.09% | −378−5.9% | 減碼 |
| Pensionmark Financial Group, LLC | 6,054 | $79.6 萬 | 0.03% | +6,054 | 新進 |
| Aull & Monroe Investment Management Corp | 6,077 | $79.9 萬 | 0.37% | −15−0.2% | 減碼 |
| Vanguard Capital Wealth Advisors | 6,088 | $80.0 萬 | 0.84% | +291+5.0% | 加碼 |
| 1st Source Bank | 6,103 | $80.2 萬 | 0.05% | −655−9.7% | 減碼 |
| Westhampton Capital, LLC | 6,140 | $80.7 萬 | 0.41% | −468−7.1% | 減碼 |
| Bank of Hawaii | 6,155 | $80.9 萬 | 0.03% | −20.0% | 減碼 |
| Dearborn Partners LLC | 6,167 | $81.1 萬 | 0.03% | +193+3.2% | 加碼 |
| Invst, LLC | 6,201 | $81.5 萬 | 0.10% | +145+2.4% | 加碼 |
| Gsa Capital Partners LLP | 6,213 | $81.7 萬 | 0.06% | +6,213 | 新進 |
| Virtus ETF Advisers LLC | 6,226 | $81.8 萬 | 0.38% | +949+18.0% | 加碼 |
| First American Trust, FSB | 6,229 | $81.9 萬 | 0.08% | −56,262−90.0% | 減碼 |
| Cidel Asset Management Inc | 6,233 | $81.9 萬 | 0.06% | +114+1.9% | 加碼 |
| American Financial Group Inc | 6,250 | $82.2 萬 | 0.35% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 6,256 | $82.2 萬 | 0.11% | +15+0.2% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 6,265 | $82.4 萬 | 0.20% | +81+1.3% | 加碼 |
| V-Square Quantitative Management LLC | 6,279 | $82.5 萬 | 0.12% | +19+0.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 6,314 | $83.0 萬 | 0.06% | −34−0.5% | 減碼 |
| Chicago Partners Investment Group LLC | 6,436 | $83.1 萬 | 0.03% | −110−1.7% | 減碼 |
| Wedmont Private Capital | 6,009 | $83.2 萬 | 0.05% | −1,285−17.6% | 減碼 |
| Cookson Peirce & Co Inc | 6,332 | $83.2 萬 | 0.04% | −306,545−98.0% | 減碼 |
| Poehling Capital Management, LLC | 6,363 | $83.6 萬 | 0.21% | +3,327+109.6% | 加碼 |
| Sandy Spring Bank | 6,392 | $84.0 萬 | 0.03% | +445+7.5% | 加碼 |
| Adviser Investments LLC | 6,446 | $84.7 萬 | 0.01% | +124+2.0% | 加碼 |
| Strategy Asset Managers LLC | 6,459 | $84.9 萬 | 0.16% | +2,547+65.1% | 加碼 |
| Dynasty Wealth Management, LLC | 6,490 | $85.3 萬 | 0.03% | −2,080−24.3% | 減碼 |
| Tyche Wealth Partners LLC | 6,492 | $85.3 萬 | 0.19% | −199−3.0% | 減碼 |
| Miller Investment Management, LP | 6,500 | $85.4 萬 | 0.09% | 00.0% | 不變 |
| Mairs & Power Inc | 6,550 | $86.1 萬 | 0.01% | −850−11.5% | 減碼 |
| FCG Investment Co | 6,615 | $87.0 萬 | 0.57% | −1,983−23.1% | 減碼 |
| Valmark Advisers, Inc. | 6,621 | $87.0 萬 | 0.01% | +159+2.5% | 加碼 |
| Confluence Wealth Services, Inc. | 6,627 | $87.1 萬 | 0.06% | −21−0.3% | 減碼 |
| Ameritas Advisory Services, LLC | 6,635 | $87.2 萬 | 0.04% | +67+1.0% | 加碼 |
| Birmingham Capital Management Co Inc | 6,653 | $87.5 萬 | 0.32% | +1,002+17.7% | 加碼 |
| Mangrove Partners | 6,660 | $87.5 萬 | 0.08% | +6,660 | 新進 |
| AMJ Financial Wealth Management | 6,666 | $87.6 萬 | 0.25% | −50,510−88.3% | 減碼 |
| Private Trust Co NA | 6,683 | $87.8 萬 | 0.09% | −38−0.6% | 減碼 |
| Financial Sense Advisors, Inc. | 6,683 | $87.9 萬 | 0.24% | −59−0.9% | 減碼 |
| Retirement Investment Advisors, Inc. | 6,687 | $87.9 萬 | 0.10% | 00.0% | 不變 |
| MCF Advisors LLC | 6,707 | $88.2 萬 | 0.06% | −25−0.4% | 減碼 |
| Welch & Forbes LLC | 6,711 | $88.2 萬 | 0.01% | +161+2.5% | 加碼 |
| RFG Advisory, LLC | 6,739 | $88.6 萬 | 0.03% | −2,886−30.0% | 減碼 |
| Navalign, LLC | 6,748 | $88.7 萬 | 0.26% | +164+2.5% | 加碼 |
| M&R Capital Management Inc | 6,750 | $88.7 萬 | 0.20% | −2,064−23.4% | 減碼 |
| Grimes & Company, Inc. | 6,786 | $89.2 萬 | 0.02% | +38+0.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 6,817 | $89.6 萬 | 0.02% | −9,238−57.5% | 減碼 |
| Cladis Investment Advisory, LLC | 6,836 | $89.9 萬 | 0.62% | 00.0% | 不變 |
| Busey Wealth Management | 6,842 | $89.9 萬 | 0.03% | −59−0.9% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 6,869 | $90.3 萬 | 0.03% | +203+3.0% | 加碼 |
| Philip James Wealth Mangement, LLC | 6,895 | $90.6 萬 | 0.11% | +6,895 | 新進 |
| Hunter Associates Investment Management LLC | 6,911 | $90.7 萬 | 0.14% | −52−0.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 6,906 | $90.8 萬 | 0.15% | +84+1.2% | 加碼 |
| AMG National Trust Bank | 6,914 | $90.9 萬 | 0.02% | −641−8.5% | 減碼 |
| Axxcess Wealth Management, LLC | 6,915 | $90.9 萬 | 0.02% | −2,298−24.9% | 減碼 |
| Wealth Advisory Solutions, LLC | 6,917 | $90.9 萬 | 0.25% | +889+14.7% | 加碼 |
| FineMark National Bank & Trust | 6,919 | $91.0 萬 | 0.03% | −125−1.8% | 減碼 |
| Schear Investment Advisers, LLC | 6,922 | $91.0 萬 | 0.56% | +428+6.6% | 加碼 |
| WealthTrust Axiom LLC | 6,954 | $91.4 萬 | 0.27% | −132−1.9% | 減碼 |
| Connecticut Wealth Management, LLC | 6,961 | $91.5 萬 | 0.04% | −145−2.0% | 減碼 |
| Drive Wealth Management, LLC | 6,976 | $91.7 萬 | 0.24% | +3,031+76.8% | 加碼 |
| Shell Asset Management Co | 6,975 | $91.7 萬 | 0.04% | +6,975 | 新進 |
| Mystic Asset Management, Inc. | 6,989 | $91.9 萬 | 0.35% | +33+0.5% | 加碼 |
| Hilltop National Bank | 7,038 | $92.5 萬 | 0.28% | +465+7.1% | 加碼 |
| Aristotle Capital Management, LLC | 7,059 | $92.8 萬 | 0.00% | −275−3.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 7,079 | $93.1 萬 | 0.08% | −55−0.8% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $93.1 萬 | 0.21% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $93.7 萬 | 0.59% | −500−6.6% | 減碼 |
| IFP Advisors, Inc | 7,180 | $94.4 萬 | 0.03% | +966+15.5% | 加碼 |
| Old National Bancorp | 7,188 | $94.5 萬 | 0.02% | −1,623−18.4% | 減碼 |
| MONECO Advisors, LLC | 7,280 | $95.7 萬 | 0.12% | +768+11.8% | 加碼 |