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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 4,231 | $55.6 萬 | 0.08% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 4,236 | $55.7 萬 | 0.05% | −60−1.4% | 減碼 |
| SignalPoint Asset Management, LLC | 4,249 | $55.7 萬 | 0.13% | +18+0.4% | 加碼 |
| Demars Financial Group, LLC | 4,252 | $55.9 萬 | 0.25% | −82−1.9% | 減碼 |
| Old Point Trust & Financial Services N A | 4,309 | $56.6 萬 | 0.20% | 00.0% | 不變 |
| Clifford Group, LLC | 4,309 | $56.6 萬 | 0.44% | +241+5.9% | 加碼 |
| Campion Asset Management LLC | 4,342 | $57.1 萬 | 0.42% | −370−7.9% | 減碼 |
| Transcend Wealth Collective, LLC | 4,352 | $57.2 萬 | 0.04% | −1,044−19.3% | 減碼 |
| Geneos Wealth Management Inc. | 4,366 | $57.4 萬 | 0.02% | +538+14.1% | 加碼 |
| Vaughan David Investments LLC | 4,381 | $57.6 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 4,383 | $57.6 萬 | 0.02% | −113−2.5% | 減碼 |
| Fulton Bank, N.A. | 4,388 | $57.7 萬 | 0.02% | −1,067−19.6% | 減碼 |
| Cigna Investments Inc | 4,394 | $57.8 萬 | 0.10% | −45−1.0% | 減碼 |
| Catalyst Funds Management Pty Ltd | 4,400 | $57.8 萬 | 0.13% | +3,200+266.7% | 加碼 |
| Atlas Capital Advisors LLC | 4,402 | $57.9 萬 | 0.09% | −1,994−31.2% | 減碼 |
| Drake & Associates, LLC | 4,406 | $57.9 萬 | 0.19% | +4,406 | 新進 |
| Patron Partners Advisors, LLC | 4,411 | $58.0 萬 | 0.32% | −29−0.7% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,430 | $58.2 萬 | 0.20% | 00.0% | 不變 |
| Montecito Bank & Trust | 4,439 | $58.4 萬 | 0.10% | +18+0.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 4,461 | $58.6 萬 | 0.06% | +98+2.2% | 加碼 |
| BKM Wealth Management, LLC | 4,463 | $58.7 萬 | 0.24% | −10,300−69.8% | 減碼 |
| Regal Investment Advisors LLC | 4,478 | $58.9 萬 | 0.04% | −6,391−58.8% | 減碼 |
| Schechter Investment Advisors, LLC | 4,481 | $58.9 萬 | 0.04% | −1,480−24.8% | 減碼 |
| Larson Financial Group LLC | 4,533 | $59.6 萬 | 0.03% | +664+17.2% | 加碼 |
| Agf Management Ltd | 4,542 | $59.7 萬 | 0.00% | −80−1.7% | 減碼 |
| Graypoint LLC | 4,558 | $59.9 萬 | 0.04% | −165−3.5% | 減碼 |
| S.A. Mason LLC | 4,579 | $60.2 萬 | 0.32% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 4,580 | $60.2 萬 | 0.50% | +85+1.9% | 加碼 |
| Modera Wealth Management, LLC | 4,613 | $60.6 萬 | 0.01% | −152−3.2% | 減碼 |
| Keebeck Alpha, LP | 4,615 | $60.7 萬 | 0.39% | +4,615 | 新進 |
| Trust Co of Vermont | 4,623 | $60.8 萬 | 0.03% | +102+2.3% | 加碼 |
| New Century Financial Group, LLC | 4,660 | $61.3 萬 | 0.22% | +139+3.1% | 加碼 |
| Means Investment Co., Inc. | 4,669 | $61.4 萬 | 0.07% | +3+0.1% | 加碼 |
| North Star Investment Management Corp. | 4,674 | $61.4 萬 | 0.04% | +3+0.1% | 加碼 |
| West Paces Advisors Inc. | 4,679 | $61.5 萬 | 0.15% | −27−0.6% | 減碼 |
| NorthRock Partners, LLC | 4,682 | $61.5 萬 | 0.02% | +131+2.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,695 | $61.7 萬 | 0.04% | −470−9.1% | 減碼 |
| Axq Capital, LP | 4,702 | $61.8 萬 | 0.19% | +4,702 | 新進 |
| Ausdal Financial Partners, Inc. | 4,718 | $62.0 萬 | 0.06% | −23−0.5% | 減碼 |
| KCM Investment Advisors LLC | 4,727 | $62.1 萬 | 0.02% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 4,728 | $62.1 萬 | 0.03% | −5,204−52.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,751 | $62.5 萬 | 0.06% | −1,833−27.8% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,752 | $62.5 萬 | 0.05% | +12+0.3% | 加碼 |
| Sharp Financial Services, LLC | 4,771 | $62.7 萬 | 0.48% | +365+8.3% | 加碼 |
| Investors Research Corp | 4,776 | $62.8 萬 | 0.14% | 00.0% | 不變 |
| Probity Advisors, Inc. | 4,786 | $62.9 萬 | 0.12% | +108+2.3% | 加碼 |
| BluePath Capital Management, LLC | 4,803 | $63.1 萬 | 0.40% | −22−0.5% | 減碼 |
| Lincoln Capital LLC | 4,822 | $63.4 萬 | 0.13% | −25−0.5% | 減碼 |
| AA Financial Advisors, LLC | 4,841 | $63.6 萬 | 0.18% | +381+8.5% | 加碼 |
| Neo Ivy Capital Management | 4,852 | $63.8 萬 | 0.21% | +4,852 | 新進 |
| Focus Financial Network, Inc. | 4,861 | $63.9 萬 | 0.03% | +104+2.2% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,874 | $64.1 萬 | 0.13% | 00.0% | 不變 |
| CFS Investment Advisory Services, LLC | 4,895 | $64.3 萬 | 0.05% | −4,327−46.9% | 減碼 |
| EPG Wealth Management LLC | 4,895 | $64.3 萬 | 0.16% | +4,895 | 加碼 |
| Flputnam Investment Management Co | 4,910 | $64.5 萬 | 0.01% | −1,907−28.0% | 減碼 |
| Islay Capital Management, LLC | 4,935 | $64.9 萬 | 0.44% | +300+6.5% | 加碼 |
| Financial Advisory Service, Inc. | 4,946 | $65.0 萬 | 0.05% | −23−0.5% | 減碼 |
| Garrison Point Advisors, LLC | 4,955 | $65.1 萬 | 0.40% | 00.0% | 不變 |
| Rathbone Brothers plc | 4,968 | $65.3 萬 | 0.00% | −1,374−21.7% | 減碼 |
| AlphaCore Capital LLC | 4,974 | $65.4 萬 | 0.15% | +451+10.0% | 加碼 |
| Prelude Capital Management, LLC | 5,018 | $66.0 萬 | 0.05% | +5,018 | 新進 |
| Charter Trust Co | 5,038 | $66.2 萬 | 0.04% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,072 | $66.7 萬 | 0.07% | −237−4.5% | 減碼 |
| LVM Capital Management Ltd | 4,722 | $66.7 萬 | 0.08% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 5,079 | $66.8 萬 | 0.03% | +175+3.6% | 加碼 |
| Quadrant Capital Group LLC | 5,086 | $66.9 萬 | 0.05% | −124−2.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 5,087 | $66.9 萬 | 0.07% | −2,836−35.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 5,103 | $66.9 萬 | 0.11% | +240+4.9% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,827 | $66.9 萬 | 0.32% | +71+1.5% | 加碼 |
| Nicholson Wealth Management Group, LLC | 5,110 | $67.2 萬 | 0.55% | +5,110 | 新進 |
| Abundance Wealth Counselors | 5,124 | $67.4 萬 | 0.14% | +5,124 | 新進 |
| Weatherly Asset Management L. P. | 5,142 | $67.6 萬 | 0.06% | +148+3.0% | 加碼 |
| San Luis Wealth Advisors LLC | 5,153 | $67.7 萬 | 0.14% | +2,590+101.1% | 加碼 |
| Nikko Asset Management Americas, Inc. | 5,151 | $67.7 萬 | 0.01% | −469−8.3% | 減碼 |
| Warren Averett Asset Management, LLC | 5,182 | $68.1 萬 | 0.01% | −117−2.2% | 減碼 |
| Baldwin Brothers Inc | 5,206 | $68.4 萬 | 0.05% | +3,288+171.4% | 加碼 |
| Linscomb & Williams, Inc. | 5,218 | $68.6 萬 | 0.03% | +19+0.4% | 加碼 |
| Fisher Asset Management, LLC | 5,237 | $68.8 萬 | 0.00% | −409−7.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 5,249 | $69.0 萬 | 0.04% | −1,148−17.9% | 減碼 |
| TrinityPoint Wealth, LLC | 5,312 | $69.8 萬 | 0.10% | +122+2.4% | 加碼 |
| Vinva Investment Management Ltd | 5,345 | $70.0 萬 | 0.03% | +5,345 | 新進 |
| Great Diamond Partners, LLC | 5,342 | $70.2 萬 | 0.18% | −352−6.2% | 減碼 |
| Merrion Investment Management Co, LLC | 5,350 | $70.3 萬 | 0.46% | 00.0% | 不變 |
| Allen Capital Group, LLC | 5,371 | $70.6 萬 | 0.09% | −229−4.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,388 | $70.8 萬 | 0.02% | −106−1.9% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,409 | $71.1 萬 | 0.12% | −112−2.0% | 減碼 |
| Whitener Capital Management, Inc. | 5,419 | $71.2 萬 | 0.20% | +300+5.9% | 加碼 |
| Worth Financial Advisory Group, LLC | 5,434 | $71.4 萬 | 0.42% | +73+1.4% | 加碼 |
| Basepoint Wealth LLC | 5,449 | $71.6 萬 | 0.53% | −99−1.8% | 減碼 |
| Armor Investment Advisors, LLC | 5,464 | $71.8 萬 | 0.30% | −5,340−49.4% | 減碼 |
| Exchange Traded Concepts, LLC | 5,483 | $72.1 萬 | 0.02% | +1,014+22.7% | 加碼 |
| Essex Savings Bank | 5,532 | $72.7 萬 | 0.18% | −11−0.2% | 減碼 |
| OmniStar Financial Group, Inc. | 5,538 | $73.1 萬 | 0.55% | +1,195+27.5% | 加碼 |
| GTS Securities LLC | 5,578 | $73.3 萬 | 0.01% | +2,499+81.2% | 加碼 |
| Trust Co of Toledo NA | 5,591 | $73.5 萬 | 0.10% | −74−1.3% | 減碼 |
| Consolidated Planning Corp | 5,626 | $74.0 萬 | 0.11% | +2,720+93.6% | 加碼 |
| Stegent Equity Advisors, Inc. | 5,632 | $74.0 萬 | 0.82% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 5,651 | $74.3 萬 | 0.17% | +378+7.2% | 加碼 |
| Integrated Advisors Network LLC | 5,651 | $74.3 萬 | 0.04% | −116−2.0% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,657 | $74.4 萬 | 0.12% | +146+2.6% | 加碼 |