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 |
|---|---|---|---|---|---|
| Ethic Inc. | 2,697 | $44.0 萬 | 0.01% | −1,257−31.8% | 減碼 |
| MSH Capital Advisors LLC | 3,355 | $44.1 萬 | 0.13% | +28+0.8% | 加碼 |
| Van Strum & Towne Inc. | 3,381 | $44.4 萬 | 0.15% | 00.0% | 不變 |
| Excalibur Management Corp | 3,390 | $44.6 萬 | 0.17% | −53−1.5% | 減碼 |
| Hills Bank & Trust Co | 3,391 | $44.6 萬 | 0.03% | +180+5.6% | 加碼 |
| Wedgewood Investors Inc | 3,400 | $44.7 萬 | 0.49% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 3,402 | $44.7 萬 | 0.07% | +10.0% | 加碼 |
| Castleark Management LLC | 3,420 | $45.0 萬 | 0.02% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,424 | $45.0 萬 | 0.04% | −233−6.4% | 減碼 |
| Corbyn Investment Management Inc | 3,441 | $45.2 萬 | 0.17% | 00.0% | 不變 |
| RDA Financial Network | 3,445 | $45.3 萬 | 0.14% | +3,445 | 新進 |
| Empire Financial Management Company, LLC | 3,446 | $45.3 萬 | 0.14% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 3,465 | $45.5 萬 | 0.03% | 00.0% | 不變 |
| Norden Group LLC | 3,469 | $45.6 萬 | 0.05% | −10−0.3% | 減碼 |
| Whalerock Point Partners, LLC | 3,490 | $45.9 萬 | 0.11% | 00.0% | 不變 |
| Wealth Alliance | 3,492 | $45.9 萬 | 0.05% | +45+1.3% | 加碼 |
| Hennessy Advisors Inc | 3,500 | $46.0 萬 | 0.01% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 3,512 | $46.2 萬 | 0.10% | +328+10.3% | 加碼 |
| Courier Capital LLC | 3,528 | $46.4 萬 | 0.03% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 3,530 | $46.4 萬 | 0.08% | +111+3.2% | 加碼 |
| MTM Investment Management, LLC | 3,349 | $46.4 萬 | 0.18% | −200−5.6% | 減碼 |
| Empirical Asset Management, LLC | 23,802 | $46.5 萬 | 0.17% | +757+3.3% | 加碼 |
| Harbor Advisors LLC | 3,541 | $46.5 萬 | 0.08% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 3,545 | $46.6 萬 | 0.26% | +10.0% | 加碼 |
| Biltmore Wealth Management, LLC | 3,568 | $46.9 萬 | 0.19% | +172+5.1% | 加碼 |
| Hanson & Doremus Investment Management | 3,576 | $47.0 萬 | 0.07% | −139−3.7% | 減碼 |
| BKD Wealth Advisors, LLC | 3,583 | $47.1 萬 | 0.01% | +89+2.5% | 加碼 |
| Counterpoint Mutual Funds LLC | 3,595 | $47.3 萬 | 0.09% | +3,595 | 新進 |
| Unique Wealth Strategies, LLC | 3,613 | $47.5 萬 | 0.20% | +3,592+17,104.8% | 加碼 |
| Good Life Advisors, LLC | 3,639 | $47.8 萬 | 0.03% | +330+10.0% | 加碼 |
| Roundview Capital LLC | 3,640 | $47.8 萬 | 0.03% | +212+6.2% | 加碼 |
| Stratos Wealth Advisors, LLC | 3,645 | $47.9 萬 | 0.02% | −426−10.5% | 減碼 |
| Welch Group, LLC | 3,647 | $47.9 萬 | 0.02% | −314−7.9% | 減碼 |
| Freestone Capital Holdings, LLC | 3,659 | $48.1 萬 | 0.02% | −3,962−52.0% | 減碼 |
| Change Path, LLC | 3,697 | $48.6 萬 | 0.02% | +1,128+43.9% | 加碼 |
| Uncommon Cents Investing LLC | 3,697 | $48.6 萬 | 0.14% | 00.0% | 不變 |
| CSS LLC | 3,700 | $48.6 萬 | 0.03% | −300−7.5% | 減碼 |
| Schnieders Capital Management LLC | 3,713 | $48.8 萬 | 0.09% | −1,345−26.6% | 減碼 |
| Ontario Teachers Pension Plan Board | 3,719 | $48.9 萬 | 0.00% | +3,719 | 新進 |
| Weaver Consulting Group | 3,722 | $48.9 萬 | 0.16% | −900−19.5% | 減碼 |
| Ransom Advisory, Ltd | 3,725 | $49.0 萬 | 0.23% | 00.0% | 不變 |
| Danske Bank A/S | 3,739 | $49.1 萬 | 0.00% | 00.0% | 不變 |
| Custom Index Systems, LLC | 3,744 | $49.2 萬 | 0.27% | +1,937+107.2% | 加碼 |
| WP Advisors, LLC | 3,745 | $49.2 萬 | 0.18% | −399−9.6% | 減碼 |
| Morse Asset Management, Inc | 3,750 | $49.3 萬 | 0.11% | +3,750 | 新進 |
| Gamco Investors, Inc. Et Al | 3,783 | $49.7 萬 | 0.01% | −500−11.7% | 減碼 |
| Nwam LLC | 3,791 | $49.8 萬 | 0.03% | +3,791 | 新進 |
| Versor Investments LP | 3,800 | $50.0 萬 | 0.08% | −5,338−58.4% | 減碼 |
| Harbour Trust & Investment Management Co | 3,811 | $50.1 萬 | 0.06% | −112−2.9% | 減碼 |
| Lebenthal Global Advisors, LLC | 3,813 | $50.1 萬 | 0.10% | +446+13.2% | 加碼 |
| Spinnaker Trust | 3,818 | $50.2 萬 | 0.03% | +7+0.2% | 加碼 |
| Three Seasons Wealth, LLC | 3,826 | $50.3 萬 | 0.26% | +3,826 | 新進 |
| Montchanin Asset Management, LLC | 3,830 | $50.3 萬 | 0.46% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 3,834 | $50.4 萬 | 0.01% | −271−6.6% | 減碼 |
| Syntegra Private Wealth Group, LLC | 3,848 | $50.6 萬 | 0.06% | +10.0% | 加碼 |
| Greenfield Seitz Capital Management, LLC | 3,858 | $50.7 萬 | 0.19% | 00.0% | 不變 |
| Dogwood Wealth Management LLC | 3,866 | $50.8 萬 | 0.29% | +3,866 | 加碼 |
| Princeton Global Asset Management LLC | 3,869 | $50.9 萬 | 0.10% | +3+0.1% | 加碼 |
| Wintrust Investments LLC | 3,874 | $50.9 萬 | 0.38% | −33,744−89.7% | 減碼 |
| Bennett Associates Wealth Management | 3,879 | $51.0 萬 | 0.42% | +134+3.6% | 加碼 |
| Foster & Motley Inc | 3,886 | $51.1 萬 | 0.03% | −212−5.2% | 減碼 |
| Field & Main Bank | 3,888 | $51.1 萬 | 0.18% | −45−1.1% | 減碼 |
| Conning Inc. | 3,893 | $51.2 萬 | 0.02% | −31−0.8% | 減碼 |
| NBC Securities, Inc. | 3,908 | $51.3 萬 | 0.04% | −200−4.9% | 減碼 |
| Everpar Advisors LLC | 3,909 | $51.4 萬 | 0.27% | −678−14.8% | 減碼 |
| Ballew Advisors, Inc | 3,839 | $51.7 萬 | 0.35% | +37+1.0% | 加碼 |
| John G Ullman & Associates Inc | 3,950 | $51.9 萬 | 0.07% | 00.0% | 不變 |
| Kolinsky Wealth Management, LLC | 3,950 | $51.9 萬 | 0.34% | −38−1.0% | 減碼 |
| WESPAC Advisors, LLC | 3,950 | $51.9 萬 | 0.38% | +222+6.0% | 加碼 |
| Riverwater Partners LLC | 3,864 | $52.0 萬 | 0.26% | −67−1.7% | 減碼 |
| JT Stratford LLC | 3,956 | $52.0 萬 | 0.09% | +153+4.0% | 加碼 |
| Mma Asset Management LLC | 4,117 | $52.1 萬 | 0.14% | +2,687+187.9% | 加碼 |
| Kuhn & Co Investment Counsel | 3,968 | $52.2 萬 | 0.45% | 00.0% | 不變 |
| Fulcrum Equity Management | 3,970 | $52.2 萬 | 0.44% | −85−2.1% | 減碼 |
| Roof Eidam & Maycock | 3,972 | $52.2 萬 | 0.13% | −775−16.3% | 減碼 |
| Foundations Investment Advisors, LLC | 3,979 | $52.3 萬 | 0.01% | +20+0.5% | 加碼 |
| Brandywine Oak Private Wealth LLC | 3,984 | $52.4 萬 | 0.05% | +251+6.7% | 加碼 |
| Outfitter Financial LLC | 4,000 | $52.6 萬 | 0.43% | 00.0% | 不變 |
| Payden & Rygel | 4,000 | $52.6 萬 | 0.04% | −109,100−96.5% | 減碼 |
| Gryphon Financial Partners LLC | 4,010 | $52.7 萬 | 0.07% | −6−0.1% | 減碼 |
| Bridges Investment Management Inc | 4,013 | $52.8 萬 | 0.01% | +345+9.4% | 加碼 |
| Sunbelt Securities, Inc. | 4,027 | $52.9 萬 | 0.05% | +1,171+41.0% | 加碼 |
| Peoples Financial Services Corp. | 4,075 | $53.6 萬 | 0.24% | −1,365−25.1% | 減碼 |
| Cadinha & Co LLC | 4,080 | $53.6 萬 | 0.09% | +800+24.4% | 加碼 |
| Advisor OS, LLC | 4,095 | $53.8 萬 | 0.05% | +144+3.6% | 加碼 |
| Estabrook Capital Management | 4,109 | $54.0 萬 | 0.08% | 00.0% | 不變 |
| Syon Capital LLC | 4,118 | $54.1 萬 | 0.05% | +91+2.3% | 加碼 |
| Burford Brothers, Inc. | 4,120 | $54.2 萬 | 0.28% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 4,123 | $54.2 萬 | 0.02% | +194+4.9% | 加碼 |
| Coastal Investment Advisors, Inc. | 4,010 | $54.3 萬 | 0.25% | +931+30.2% | 加碼 |
| SAM Advisors, LLC | 4,136 | $54.4 萬 | 0.20% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 4,137 | $54.4 萬 | 0.16% | −45−1.1% | 減碼 |
| Mill Capital Management, LLC | 4,145 | $54.5 萬 | 0.04% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 4,163 | $54.7 萬 | 0.05% | −136−3.2% | 減碼 |
| Merit Financial Group, LLC | 4,168 | $54.8 萬 | 0.01% | −3,037−42.2% | 減碼 |
| Smart Portfolios, LLC | 4,170 | $54.8 萬 | 0.56% | −30−0.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 4,177 | $54.9 萬 | 0.08% | −15,626−78.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 4,190 | $55.1 萬 | 0.09% | +130+3.2% | 加碼 |
| 49 Wealth Management, LLC | 4,214 | $55.4 萬 | 0.09% | +425+11.2% | 加碼 |
| Pitcairn Co | 4,217 | $55.4 萬 | 0.03% | −523−11.0% | 減碼 |