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
- 1,774
- 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 610 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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 33,858 | $445.1 萬 | 0.08% | −31,119−47.9% | 減碼 |
| Level Four Advisory Services, LLC | 36,631 | $446.2 萬 | 0.19% | +26+0.1% | 加碼 |
| Chatham Capital Group, Inc. | 33,980 | $446.7 萬 | 0.73% | −115−0.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 34,188 | $448.0 萬 | 0.02% | −2,521−6.9% | 減碼 |
| Unigestion Holding SA | 34,231 | $450.0 萬 | 0.22% | +30,105+729.6% | 加碼 |
| Quantbot Technologies LP | 34,319 | $451.1 萬 | 0.18% | +34,319 | 新進 |
| Private Advisor Group, LLC | 34,915 | $459.0 萬 | 0.03% | −8,104−18.8% | 減碼 |
| Viking Fund Management LLC | 35,000 | $460.1 萬 | 0.75% | +13,000+59.1% | 加碼 |
| Trajan Wealth LLC | 35,217 | $462.9 萬 | 0.27% | +3,839+12.2% | 加碼 |
| Argent Financial Group, Inc. | 35,374 | $465.0 萬 | 0.55% | +35,374 | 新進 |
| Pinnacle Associates Ltd | 34,961 | $465.5 萬 | 0.08% | +306+0.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 35,779 | $470.3 萬 | 0.09% | −596−1.6% | 減碼 |
| Invesco, LLC | 35,906 | $472.0 萬 | 1.88% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 36,083 | $474.3 萬 | 0.04% | −377−1.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 36,810 | $483.9 萬 | 0.05% | −2,630−6.7% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 36,810 | $483.9 萬 | 0.05% | +36,810 | 新進 |
| Shorepoint Capital Partners LLC | 37,030 | $486.8 萬 | 1.11% | −1,189−3.1% | 減碼 |
| Brady Family Wealth, LLC | 37,047 | $487.0 萬 | 1.46% | −219−0.6% | 減碼 |
| Mackenzie Financial Corp | 37,206 | $489.1 萬 | 0.01% | +198+0.5% | 加碼 |
| Cozad Asset Management Inc | 37,283 | $490.1 萬 | 0.47% | −3,099−7.7% | 減碼 |
| Quotient Wealth Partners, LLC | 37,364 | $491.2 萬 | 0.16% | −2,646−6.6% | 減碼 |
| JustInvest LLC | 37,480 | $492.7 萬 | 0.08% | +665+1.8% | 加碼 |
| Ancora Advisors, LLC | 37,525 | $493.3 萬 | 0.11% | −3,318−8.1% | 減碼 |
| Beacon Financial Group | 37,537 | $493.4 萬 | 0.53% | −968−2.5% | 減碼 |
| HM Payson & Co | 37,554 | $493.6 萬 | 0.08% | +224+0.6% | 加碼 |
| Colonial Trust Co | 37,587 | $494.1 萬 | 0.76% | −100.0% | 減碼 |
| Rothschild Investment LLC | 38,118 | $501.1 萬 | 0.33% | −375−1.0% | 減碼 |
| Bokf, NA | 36,502 | $507.1 萬 | 0.09% | −1,461−3.8% | 減碼 |
| USS Investment Management Ltd | 38,600 | $507.4 萬 | 0.04% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 38,886 | $511.0 萬 | 0.11% | +30.0% | 加碼 |
| Huntington National Bank | 38,930 | $511.7 萬 | 0.04% | −756−1.9% | 減碼 |
| Berger Financial Group, Inc | 39,023 | $513.0 萬 | 0.37% | +140.0% | 加碼 |
| Farmers & Merchants Investments Inc | 39,165 | $514.8 萬 | 0.16% | +1,337+3.5% | 加碼 |
| Umb Bank N A | 39,431 | $518.3 萬 | 0.08% | −500−1.3% | 減碼 |
| Seven Eight Capital, LP | 39,468 | $518.8 萬 | 0.47% | +39,468 | 新進 |
| Meyer Handelman Co | 39,472 | $518.9 萬 | 0.18% | −300−0.8% | 減碼 |
| Aigen Investment Management, LP | 39,723 | $522.2 萬 | 1.02% | +12,461+45.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 40,247 | $529.1 萬 | 0.20% | −424−1.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 40,297 | $529.7 萬 | 0.11% | +2,609+6.9% | 加碼 |
| Wolverine Trading, LLC | 40,474 | $530.4 萬 | 0.14% | −3,973−8.9% | 減碼 |
| Sendero Wealth Management, LLC | 40,501 | $532.4 萬 | 0.84% | +8,098+25.0% | 加碼 |
| Nkcfo LLC | 40,500 | $532.4 萬 | 2.54% | −37,000−47.7% | 減碼 |
| Kingsview Wealth Management, LLC | 40,514 | $532.6 萬 | 0.11% | +215+0.5% | 加碼 |
| Montgomery Investment Management Inc | 40,535 | $532.8 萬 | 1.93% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 41,306 | $543.0 萬 | 0.00% | +1,857+4.7% | 加碼 |
| King Luther Capital Management Corp | 41,340 | $543.4 萬 | 0.02% | −1,009−2.4% | 減碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $553.8 萬 | 1.82% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 42,438 | $557.8 萬 | 0.09% | +375+0.9% | 加碼 |
| Kesler, Norman & Wride, LLC | 42,607 | $560.2 萬 | 1.10% | −5,100−10.7% | 減碼 |
| Arkadios Wealth Advisors | 42,829 | $563.0 萬 | 0.32% | +246+0.6% | 加碼 |
| Stablepoint Partners, LLC | 43,019 | $565.5 萬 | 1.03% | +470+1.1% | 加碼 |
| Atlantic Union Bankshares Corp | 43,244 | $568.4 萬 | 0.33% | −1,361−3.1% | 減碼 |
| Buck Wealth Strategies, LLC | 43,685 | $574.2 萬 | 1.81% | −4,678−9.7% | 減碼 |
| Sienna Gestion | 43,869 | $575.3 萬 | 0.38% | +6,823+18.4% | 加碼 |
| Colonial Trust Advisors | 43,791 | $575.6 萬 | 0.50% | +654+1.5% | 加碼 |
| Park Avenue Securities LLC | 43,869 | $576.7 萬 | 0.06% | −6,856−13.5% | 減碼 |
| Occudo Quantitative Strategies LP | 44,057 | $579.1 萬 | 1.06% | +19,666+80.6% | 加碼 |
| Hamilton Capital Partners Inc. | 44,301 | $582.3 萬 | 0.50% | +3,749+9.2% | 加碼 |
| Nations Financial Group Inc, | 44,312 | $582.5 萬 | 0.42% | +2,361+5.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,382 | $583.4 萬 | 0.06% | +540+1.2% | 加碼 |
| Verition Fund Management LLC | 44,480 | $584.7 萬 | 0.04% | +38,591+655.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 44,831 | $589.3 萬 | 0.01% | −4,029−8.2% | 減碼 |
| Sierra Summit Advisors LLC | 44,848 | $589.5 萬 | 1.36% | +492+1.1% | 加碼 |
| Lido Advisors, LLC | 45,234 | $594.6 萬 | 0.04% | +1,142+2.6% | 加碼 |
| Morgan Dempsey Capital Management LLC | 45,309 | $595.6 萬 | 2.05% | −19,688−30.3% | 減碼 |
| Stolper Co | 45,589 | $599.3 萬 | 1.96% | +50.0% | 加碼 |
| Buckingham Capital Management, Inc. | 46,610 | $612.7 萬 | 0.70% | −314−0.7% | 減碼 |
| Mirador Capital Partners LP | 47,549 | $625.0 萬 | 1.12% | +1,325+2.9% | 加碼 |
| Navellier & Associates Inc | 47,759 | $627.8 萬 | 0.85% | −37,508−44.0% | 減碼 |
| Walleye Capital LLC | 47,941 | $630.2 萬 | 0.07% | +42,508+782.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 47,997 | $630.9 萬 | 0.07% | −564−1.2% | 減碼 |
| Rodgers Brothers Inc. | 48,013 | $631.1 萬 | 0.80% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 48,282 | $634.7 萬 | 0.02% | −7,611−13.6% | 減碼 |
| Scissortail Wealth Management, LLC | 20 | $635.6 萬 | 1.54% | −48,343−100.0% | 減碼 |
| Holocene Advisors, LP | 48,585 | $638.6 萬 | 0.03% | +48,585 | 新進 |
| FourThought Financial Partners, LLC | 48,747 | $640.8 萬 | 0.76% | +1,182+2.5% | 加碼 |
| Wesbanco Bank Inc | 48,830 | $641.9 萬 | 0.22% | −1,834−3.6% | 減碼 |
| NewSquare Capital LLC | 49,823 | $646.3 萬 | 0.51% | −611−1.2% | 減碼 |
| Salem Investment Counselors Inc | 49,912 | $656.1 萬 | 0.20% | +165+0.3% | 加碼 |
| RBF Capital, LLC | 50,000 | $657.3 萬 | 0.34% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 50,256 | $660.6 萬 | 0.69% | +2,810+5.9% | 加碼 |
| Blackstone Group Inc. | 50,357 | $661.9 萬 | 0.03% | −676,308−93.1% | 減碼 |
| Texas Yale Capital Corp. | 50,813 | $667.9 萬 | 0.29% | +9,200+22.1% | 加碼 |
| KBC Group NV | 51,500 | $677.0 萬 | 0.02% | +19,108+59.0% | 加碼 |
| Mutual of America Capital Management LLC | 51,536 | $677.4 萬 | 0.07% | −1,929−3.6% | 減碼 |
| Disciplined Investments, LLC | 51,771 | $680.5 萬 | 3.36% | +93+0.2% | 加碼 |
| Wealthfront Advisers LLC | 51,957 | $683.0 萬 | 0.02% | +939+1.8% | 加碼 |
| Kornitzer Capital Management Inc | 52,216 | $686.4 萬 | 0.13% | +191+0.4% | 加碼 |
| Nissay Asset Management Corp | 52,603 | $691.5 萬 | 0.04% | +1,039+2.0% | 加碼 |
| Brick & Kyle, Associates | 52,972 | $693.4 萬 | 2.97% | −1,188−2.2% | 減碼 |
| Dakota Wealth Management | 52,788 | $693.9 萬 | 0.16% | −85,240−61.8% | 減碼 |
| Alley Investment Management Company, LLC | 52,893 | $695.3 萬 | 0.88% | +898+1.7% | 加碼 |
| AXA S.A. | 53,163 | $698.8 萬 | 0.02% | −3,100−5.5% | 減碼 |
| Pathstone Holdings, LLC | 53,862 | $708.0 萬 | 0.03% | −9,350−14.8% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 54,704 | $719.1 萬 | 1.44% | +2,966+5.7% | 加碼 |
| Commerce Bank | 55,553 | $730.2 萬 | 0.04% | +874+1.6% | 加碼 |
| New York Life Investment Management LLC | 55,776 | $733.2 萬 | 0.07% | −2,570−4.4% | 減碼 |
| CIBC World Markets Corp | 57,157 | $751.3 萬 | 0.05% | −28,465−33.2% | 減碼 |
| Advisors Capital Management, LLC | 57,412 | $754.7 萬 | 0.12% | +1,263+2.2% | 加碼 |
| Xponance, Inc. | 59,045 | $776.1 萬 | 0.07% | +393+0.7% | 加碼 |