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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 21,523 | $282.9 萬 | 0.03% | +2,274+11.8% | 加碼 |
| Miracle Mile Advisors, LLC | 21,655 | $284.7 萬 | 0.07% | −1,639−7.0% | 減碼 |
| La Banque Postale Asset Management SA | 21,681 | $285.0 萬 | 0.04% | −6,748−23.7% | 減碼 |
| Financial Counselors Inc | 22,080 | $290.2 萬 | 0.04% | −259−1.2% | 減碼 |
| Brookstone Capital Management | 22,127 | $290.9 萬 | 0.04% | −498−2.2% | 減碼 |
| Magnetar Financial LLC | 22,223 | $292.1 萬 | 0.06% | +22,223 | 新進 |
| Americana Partners, LLC | 22,422 | $294.7 萬 | 0.20% | +530+2.4% | 加碼 |
| Infrastructure Capital Advisors, LLC | 22,490 | $295.6 萬 | 0.42% | +10,058+80.9% | 加碼 |
| Stock Yards Bank & Trust Co | 22,768 | $299.3 萬 | 0.10% | −646−2.8% | 減碼 |
| Carnegie Capital Asset Management, LLC | 22,788 | $299.5 萬 | 0.09% | +398+1.8% | 加碼 |
| Securian Asset Management, Inc | 23,149 | $304.3 萬 | 0.09% | −1,228−5.0% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 23,290 | $306.1 萬 | 0.06% | −840−3.5% | 減碼 |
| Metis Global Partners, LLC | 23,303 | $306.3 萬 | 0.10% | +2,076+9.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 23,398 | $307.6 萬 | 0.04% | −157−0.7% | 減碼 |
| Richard Bernstein Advisors LLC | 23,493 | $308.8 萬 | 0.07% | 00.0% | 不變 |
| M&G Plc | 23,616 | $309.4 萬 | 0.02% | −1,890−7.4% | 減碼 |
| Davenport & Co LLC | 23,544 | $309.5 萬 | 0.02% | +228+1.0% | 加碼 |
| Louisiana State Employees Retirement System | 23,600 | $310.2 萬 | 0.06% | −400−1.7% | 減碼 |
| SevenBridge Financial Group, LLC | 24,357 | $311.6 萬 | 0.60% | +80.0% | 加碼 |
| Rakuten Investment Management, Inc. | 23,817 | $312.1 萬 | 0.02% | +5,713+31.6% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 23,851 | $313.5 萬 | 0.95% | −412−1.7% | 減碼 |
| River Wealth Advisors LLC | 23,948 | $314.8 萬 | 0.42% | −1,088−4.3% | 減碼 |
| Garrison Asset Management, LLC | 23,969 | $315.1 萬 | 1.60% | −524−2.1% | 減碼 |
| TownSquare Capital, LLC | 24,125 | $317.1 萬 | 0.04% | +1,427+6.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 24,221 | $318.4 萬 | 0.10% | −2,550−9.5% | 減碼 |
| Martin Capital Partners, LLC | 24,226 | $318.4 萬 | 1.57% | −8,596−26.2% | 減碼 |
| Maryland State Retirement & Pension System | 24,264 | $319.0 萬 | 0.07% | −8,757−26.5% | 減碼 |
| Jones Financial Companies LLLP | 24,344 | $319.2 萬 | 0.00% | +8,174+50.6% | 加碼 |
| Commerzbank Aktiengesellschaft | 24,300 | $319.5 萬 | 0.09% | +651+2.8% | 加碼 |
| 1832 Asset Management L.P. | 24,408 | $320.8 萬 | 0.01% | −3,702−13.2% | 減碼 |
| Bremer Bank National Association | 24,639 | $323.9 萬 | 0.61% | −173−0.7% | 減碼 |
| Exencial Wealth Advisors, LLC | 24,696 | $324.6 萬 | 0.12% | −483−1.9% | 減碼 |
| Equitable Trust Co | 24,837 | $326.5 萬 | 0.21% | +833+3.5% | 加碼 |
| Independent Advisor Alliance | 24,985 | $328.4 萬 | 0.12% | −8,625−25.7% | 減碼 |
| HRT Financial LP | 25,392 | $333.7 萬 | 0.02% | −138,768−84.5% | 減碼 |
| Cardinal Capital Management | 25,438 | $334.4 萬 | 0.52% | +344+1.4% | 加碼 |
| Atria Investments LLC | 25,485 | $335.0 萬 | 0.04% | −8,254−24.5% | 減碼 |
| Fundamentun, LLC | 25,525 | $335.5 萬 | 0.23% | +486+1.9% | 加碼 |
| Herold Advisors, Inc. | 25,535 | $335.7 萬 | 0.73% | +444+1.8% | 加碼 |
| Quarry LP | 25,598 | $336.5 萬 | 1.03% | +3,449+15.6% | 加碼 |
| UniSuper Management Pty Ltd | 26,085 | $342.9 萬 | 0.03% | +1,881+7.8% | 加碼 |
| Quantinno Capital Management LP | 26,098 | $343.1 萬 | 0.04% | +6,841+35.5% | 加碼 |
| Principle Wealth Partners LLC | 26,147 | $343.7 萬 | 0.24% | −80−0.3% | 減碼 |
| Hilltop Holdings Inc. | 26,281 | $345.5 萬 | 0.23% | +19,733+301.4% | 加碼 |
| Hartford Investment Management Co | 26,331 | $346.1 萬 | 0.11% | −805−3.0% | 減碼 |
| Synovus Financial Corp | 26,554 | $349.0 萬 | 0.04% | +5,376+25.4% | 加碼 |
| Strategic Planning Group, LLC | 26,717 | $351.2 萬 | 0.69% | +1,802+7.2% | 加碼 |
| Tocqueville Asset Management L.P. | 26,728 | $351.3 萬 | 0.06% | −918−3.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 26,799 | $352.3 萬 | 0.04% | −1,676−5.9% | 減碼 |
| Algert Global LLC | 26,983 | $354.7 萬 | 0.10% | +26,983 | 新進 |
| Mizuho Securities USA LLC | 27,142 | $356.8 萬 | 0.08% | −5,542−17.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 27,283 | $358.6 萬 | 0.06% | −14,085−34.0% | 減碼 |
| TD Private Client Wealth LLC | 27,407 | $360.3 萬 | 0.10% | −1,778−6.1% | 減碼 |
| Citizens National Bank Trust Department | 27,584 | $362.6 萬 | 0.76% | −460−1.6% | 減碼 |
| Cary Street Partners Asset Management LLC | 27,681 | $363.9 萬 | 0.48% | −250−0.9% | 減碼 |
| Riverview Capital Advisers, LLC | 27,975 | $367.7 萬 | 1.13% | +100+0.4% | 加碼 |
| Central Trust Co | 28,085 | $369.2 萬 | 0.09% | −592−2.1% | 減碼 |
| Parsons Capital Management Inc | 28,099 | $369.4 萬 | 0.23% | 00.0% | 不變 |
| German American Bancorp, Inc. | 28,257 | $371.4 萬 | 0.39% | +2,038+7.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 28,296 | $372.0 萬 | 0.04% | +8,110+40.2% | 加碼 |
| Ellerson Group Inc | 28,499 | $374.6 萬 | 2.94% | +501+1.8% | 加碼 |
| CWM, LLC | 28,618 | $376.2 萬 | 0.02% | +5,350+23.0% | 加碼 |
| Prospera Financial Services Inc | 29,040 | $382.0 萬 | 0.10% | +1,849+6.8% | 加碼 |
| Kentucky Retirement Systems | 29,160 | $383.3 萬 | 0.11% | −2,787−8.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 29,194 | $383.8 萬 | 0.19% | +3,809+15.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 37,200 | $384.6 萬 | 0.03% | +12,925+53.2% | 加碼 |
| Baxter Bros Inc | 29,787 | $391.6 萬 | 0.51% | −1,065−3.5% | 減碼 |
| Johnson Investment Counsel Inc | 30,059 | $395.1 萬 | 0.04% | +2,412+8.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 30,062 | $395.1 萬 | 0.02% | +3,246+12.1% | 加碼 |
| Virginia Wealth Management Group, Inc. | 30,067 | $395.2 萬 | 2.48% | +5,604+22.9% | 加碼 |
| Benjamin Edwards Inc | 30,072 | $395.4 萬 | 0.06% | +25,495+557.0% | 加碼 |
| Tweedy, Browne Co LLC | 30,228 | $397.3 萬 | 0.19% | 00.0% | 不變 |
| Bessemer Group Inc | 30,560 | $401.5 萬 | 0.01% | −1,100−3.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 30,651 | $402.9 萬 | 0.01% | −4,088−11.8% | 減碼 |
| Glass Wealth Management Co LLC | 30,739 | $404.1 萬 | 2.23% | +1,295+4.4% | 加碼 |
| Resources Investment Advisors, LLC. | 30,826 | $405.2 萬 | 0.05% | −2,593−7.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 30,843 | $405.4 萬 | 0.06% | +30,843 | 新進 |
| Kerusso Capital Management LLC | 30,936 | $406.7 萬 | 2.58% | +1,858+6.4% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 30,945 | $406.8 萬 | 0.22% | −128−0.4% | 減碼 |
| Burney Co | 31,012 | $407.6 萬 | 0.14% | +4,484+16.9% | 加碼 |
| Pacer Advisors, Inc. | 31,027 | $407.8 萬 | 0.01% | −3,245−9.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 31,252 | $410.8 萬 | 0.00% | −1,267,825−97.6% | 減碼 |
| Vontobel Holding Ltd. | 31,424 | $413.1 萬 | 0.01% | +19,842+171.3% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 31,584 | $415.2 萬 | 0.35% | −643−2.0% | 減碼 |
| McDonald Partners LLC | 31,620 | $415.7 萬 | 1.04% | −466−1.5% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,657 | $416.1 萬 | 1.08% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 32,274 | $424.2 萬 | 0.78% | −229−0.7% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 32,355 | $425.3 萬 | 0.62% | +958+3.1% | 加碼 |
| Canal Insurance CO | 32,500 | $427.2 萬 | 1.00% | 00.0% | 不變 |
| Altrius Capital Management Inc | 32,565 | $428.1 萬 | 1.07% | +3,004+10.2% | 加碼 |
| Fifth Third Bancorp | 32,570 | $428.1 萬 | 0.02% | +1,143+3.6% | 加碼 |
| Lockheed Martin Investment Management Co | 32,600 | $428.5 萬 | 0.20% | +32,600 | 新進 |
| CIBC World Markets Inc. | 32,639 | $429.0 萬 | 0.01% | +1,520+4.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 32,641 | $429.1 萬 | 0.11% | −669−2.0% | 減碼 |
| Northeast Financial Consultants Inc | 32,720 | $430.1 萬 | 0.19% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 32,983 | $433.6 萬 | 0.00% | +5,899+21.8% | 加碼 |
| First American Bank | 33,021 | $434.1 萬 | 0.31% | −659−2.0% | 減碼 |
| TD Waterhouse Canada Inc. | 32,747 | $435.2 萬 | 0.04% | +2,905+9.7% | 加碼 |
| Community Bank & Trust, Waco, Texas | 33,128 | $435.5 萬 | 0.98% | +611+1.9% | 加碼 |
| Gulf International Bank (UK) Ltd | 33,579 | $441.3 萬 | 0.11% | −1,468−4.2% | 減碼 |