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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 7,283 | $95.7 萬 | 0.07% | +2,013+38.2% | 加碼 |
| Boston Trust Walden Corp | 7,310 | $96.1 萬 | 0.01% | −183−2.4% | 減碼 |
| Westwood Holdings Group Inc. | 7,314 | $96.1 萬 | 0.00% | +442+6.4% | 加碼 |
| Peoples Bank | 7,324 | $96.3 萬 | 0.49% | −150−2.0% | 減碼 |
| Bridge Creek Capital Management LLC | 7,334 | $96.4 萬 | 0.29% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 7,339 | $96.5 萬 | 0.09% | +58+0.8% | 加碼 |
| Semanteon Capital Management, LP | 7,359 | $96.7 萬 | 0.66% | +7,359 | 新進 |
| J.W. Cole Advisors, Inc. | 7,383 | $97.0 萬 | 0.04% | −2,609−26.1% | 減碼 |
| Valley Brook Capital Group | 7,397 | $97.2 萬 | 0.70% | −199−2.6% | 減碼 |
| Forum Financial Management, LP | 7,409 | $97.4 萬 | 0.02% | −153−2.0% | 減碼 |
| Baker Ellis Asset Management LLC | 7,443 | $97.8 萬 | 0.14% | −400−5.1% | 減碼 |
| Ronald Blue Trust, Inc. | 6,968 | $98.4 萬 | 0.01% | +3,205+85.2% | 加碼 |
| Heritage Wealth Management, Inc. | 7,483 | $98.4 萬 | 0.32% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 7,504 | $98.6 萬 | 0.07% | −831−10.0% | 減碼 |
| South Street Advisors LLC | 7,520 | $98.9 萬 | 0.15% | +350+4.9% | 加碼 |
| Lakeview Capital Partners, LLC | 7,544 | $99.2 萬 | 0.16% | −335−4.3% | 減碼 |
| Edge Capital Group, LLC | 7,548 | $99.2 萬 | 0.04% | −57−0.7% | 減碼 |
| Bradley Foster & Sargent Inc | 7,551 | $99.3 萬 | 0.02% | +65+0.9% | 加碼 |
| HighPoint Advisor Group LLC | 7,569 | $99.5 萬 | 0.06% | +760+11.2% | 加碼 |
| Aptus Capital Advisors, LLC | 7,587 | $99.7 萬 | 0.02% | −807−9.6% | 減碼 |
| Bull Street Advisors, LLC | 7,606 | $100.0 萬 | 0.46% | −125−1.6% | 減碼 |
| Arvest Bank Trust Division | 7,666 | $100.8 萬 | 0.06% | +7,666 | 新進 |
| David Loasby | 7,289 | $101.3 萬 | 0.10% | −113−1.5% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,706 | $101.3 萬 | 0.07% | −122−1.6% | 減碼 |
| Fiduciary Group LLC | 7,782 | $102.3 萬 | 0.10% | −177−2.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,839 | $103.0 萬 | 0.07% | 00.0% | 不變 |
| Strategic Advisors LLC | 7,849 | $103.2 萬 | 0.19% | −521−6.2% | 減碼 |
| Belpointe Asset Management LLC | 7,866 | $103.4 萬 | 0.06% | +1,335+20.4% | 加碼 |
| Westmount Partners, LLC | 7,942 | $104.4 萬 | 0.31% | −25−0.3% | 減碼 |
| Farther Finance Advisors, LLC | 7,957 | $104.6 萬 | 0.04% | +354+4.7% | 加碼 |
| Institute for Wealth Management, LLC. | 7,983 | $104.9 萬 | 0.13% | +35+0.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 8,039 | $105.7 萬 | 0.05% | −2,178−21.3% | 減碼 |
| Cowa, LLC | 8,098 | $106.3 萬 | 0.51% | +78+1.0% | 加碼 |
| Applied Finance Capital Management, LLC | 8,152 | $107.2 萬 | 0.05% | +1,531+23.1% | 加碼 |
| Jupiter Wealth Management LLC | 8,154 | $107.2 萬 | 0.55% | +695+9.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,163 | $107.3 萬 | 0.03% | −35,442−81.3% | 減碼 |
| BWM Planning, LLC | 8,240 | $108.3 萬 | 0.48% | +8,240 | 新進 |
| NVWM, LLC | 8,255 | $108.5 萬 | 0.28% | −211−2.5% | 減碼 |
| Searle & Co. | 8,284 | $108.9 萬 | 0.27% | −2,099−20.2% | 減碼 |
| Beck Bode, LLC | 8,286 | $108.9 萬 | 0.20% | −1,130−12.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,301 | $109.1 萬 | 0.23% | +609+7.9% | 加碼 |
| Intrua Financial, LLC | 8,330 | $109.5 萬 | 0.18% | 00.0% | 不變 |
| Arvest Investments, Inc. | 8,332 | $109.5 萬 | 0.17% | +1,074+14.8% | 加碼 |
| Bank Ozk | 8,334 | $109.6 萬 | 0.45% | +453+5.7% | 加碼 |
| GAMMA Investing LLC | 8,343 | $109.7 萬 | 0.11% | +1,479+21.5% | 加碼 |
| Capital Advisors Wealth Management, LLC | 8,346 | $109.7 萬 | 0.20% | +141+1.7% | 加碼 |
| Groupama Asset Managment | 10,440 | $110.2 萬 | 0.03% | +166+1.6% | 加碼 |
| Peapack Gladstone Financial Corp | 8,396 | $110.4 萬 | 0.02% | −1,031−10.9% | 減碼 |
| Prudential PLC | 8,489 | $111.6 萬 | 0.01% | +2,270+36.5% | 加碼 |
| Chelsea Counsel Co | 8,585 | $112.8 萬 | 0.56% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 8,595 | $113.0 萬 | 0.03% | −332−3.7% | 減碼 |
| Glenview Trust Co | 8,630 | $113.4 萬 | 0.02% | +716+9.0% | 加碼 |
| Two Sigma Securities, LLC | 8,633 | $113.5 萬 | 0.09% | −1,850−17.6% | 減碼 |
| Patten Group, Inc. | 8,670 | $114.0 萬 | 0.25% | −198−2.2% | 減碼 |
| Argent Trust Co | 8,680 | $114.1 萬 | 0.05% | −35−0.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 8,682 | $114.1 萬 | 0.06% | −116−1.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,683 | $114.1 萬 | 0.07% | −93−1.1% | 減碼 |
| Creekmur Asset Management LLC | 8,698 | $114.3 萬 | 0.27% | −820−8.6% | 減碼 |
| Private Capital Management, LLC | 8,794 | $115.6 萬 | 0.13% | +1,130+14.7% | 加碼 |
| Mather Group, LLC. | 8,814 | $115.9 萬 | 0.01% | −14,181−61.7% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 8,314 | $117.4 萬 | 0.44% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 8,936 | $117.5 萬 | 0.07% | +62+0.7% | 加碼 |
| Barry Investment Advisors, LLC | 8,947 | $117.6 萬 | 0.36% | −883−9.0% | 減碼 |
| Fairfield, Bush & Co. | 8,964 | $117.8 萬 | 0.70% | −244−2.6% | 減碼 |
| Buckingham Strategic Partners | 8,974 | $118.0 萬 | 0.02% | +834+10.2% | 加碼 |
| Lokken Investment Group LLC | 9,053 | $119.0 萬 | 0.50% | +699+8.4% | 加碼 |
| Global Retirement Partners, LLC | 9,092 | $119.5 萬 | 0.04% | −134−1.5% | 減碼 |
| Lee Danner & Bass Inc | 9,096 | $119.6 萬 | 0.08% | −330−3.5% | 減碼 |
| Scotia Capital Inc. | 9,113 | $119.8 萬 | 0.01% | −415−4.4% | 減碼 |
| Ingalls & Snyder LLC | 9,127 | $120.0 萬 | 0.05% | −1,038−10.2% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 9,137 | $120.1 萬 | 0.25% | 00.0% | 不變 |
| Cornerstone Advisors, LLC | 9,200 | $120.9 萬 | 0.05% | +600+7.0% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,212 | $121.1 萬 | 0.47% | +3,114+51.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,216 | $121.2 萬 | 0.05% | −306−3.2% | 減碼 |
| Delta Financial Advisors LLC | 9,222 | $121.2 萬 | 0.44% | −174−1.9% | 減碼 |
| Verdence Capital Advisors LLC | 9,227 | $121.3 萬 | 0.10% | +537+6.2% | 加碼 |
| Csenge Advisory Group | 8,946 | $122.0 萬 | 0.06% | +428+5.0% | 加碼 |
| Parcion Private Wealth LLC | 9,281 | $122.0 萬 | 0.10% | +56+0.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,299 | $122.2 萬 | 0.05% | −55−0.6% | 減碼 |
| Acadian Asset Management LLC | 9,366 | $122.9 萬 | 0.00% | −10,168−52.1% | 減碼 |
| Walleye Trading LLC | 9,369 | $123.2 萬 | 0.03% | +5,906+170.5% | 加碼 |
| Beacon Investment Advisors LLC | 9,399 | $123.6 萬 | 0.58% | +16+0.2% | 加碼 |
| JBR Co Financial Management Inc | 9,435 | $124.0 萬 | 0.81% | 00.0% | 不變 |
| Horizon Investments, LLC | 9,552 | $125.6 萬 | 0.03% | −99−1.0% | 減碼 |
| Ramirez Asset Management, Inc. | 9,562 | $125.7 萬 | 0.24% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 9,582 | $126.0 萬 | 0.14% | +9,582 | 新進 |
| J. W. Coons Advisors, LLC | 9,598 | $126.2 萬 | 0.31% | +25+0.3% | 加碼 |
| AIA Group Ltd | 9,600 | $126.2 萬 | 0.03% | +800+9.1% | 加碼 |
| Summit Trail Advisors, LLC | 9,604 | $126.2 萬 | 0.03% | +1,464+18.0% | 加碼 |
| Equitable Holdings, Inc. | 9,631 | $126.6 萬 | 0.01% | +24+0.2% | 加碼 |
| CWC Advisors, LLC. | 9,651 | $126.9 萬 | 1.25% | +9,651 | 新進 |
| Signaturefd, LLC | 9,655 | $126.9 萬 | 0.02% | −801−7.7% | 減碼 |
| Alta Capital Management LLC | 9,656 | $126.9 萬 | 0.08% | +25+0.3% | 加碼 |
| Wimmer Associates 1, LLC | 9,665 | $127.0 萬 | 0.62% | +370+4.0% | 加碼 |
| CAPROCK Group, Inc. | 9,694 | $127.4 萬 | 0.05% | +127+1.3% | 加碼 |
| Paradigm Asset Management Co LLC | 9,700 | $127.5 萬 | 0.33% | 00.0% | 不變 |
| Diversified Trust Co | 9,750 | $128.2 萬 | 0.03% | −5,950−37.9% | 減碼 |
| Integrated Wealth Concepts LLC | 9,769 | $128.4 萬 | 0.02% | −97−1.0% | 減碼 |
| Accordant Advisory Group Inc | 9,848 | $129.5 萬 | 1.03% | +2,048+26.3% | 加碼 |
| WCM Investment Management, LLC | 9,890 | $129.6 萬 | 0.00% | +7,480+310.4% | 加碼 |