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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 19,860 | $261.1 萬 | 0.26% | +452+2.3% | 加碼 |
| HB Wealth Management, LLC | 19,771 | $259.9 萬 | 0.03% | +1,013+5.4% | 加碼 |
| DCM Advisors, LLC | 19,745 | $259.5 萬 | 1.31% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 19,684 | $258.7 萬 | 0.22% | +654+3.4% | 加碼 |
| Red Cedar Investment Management, LLC | 11,596 | $257.9 萬 | 0.33% | 00.0% | 不變 |
| Norinchukin Bank, The | 19,384 | $254.8 萬 | 0.06% | +3,516+22.2% | 加碼 |
| Empirical Finance, LLC | 19,236 | $252.9 萬 | 0.15% | +261+1.4% | 加碼 |
| Somerset Trust Co | 19,190 | $252.3 萬 | 0.94% | −168−0.9% | 減碼 |
| City Holding Co | 19,059 | $250.5 萬 | 0.35% | −500−2.6% | 減碼 |
| Wedbush Securities Inc | 18,916 | $248.7 萬 | 0.09% | −1,829−8.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 18,909 | $248.6 萬 | 0.15% | −7,481−28.3% | 減碼 |
| Cullen/Frost Bankers, Inc. | 18,831 | $247.5 萬 | 0.03% | −246−1.3% | 減碼 |
| Argyle Capital Management Inc. | 18,786 | $246.9 萬 | 0.98% | +940+5.3% | 加碼 |
| SWS Partners | 18,662 | $245.3 萬 | 0.78% | −6,100−24.6% | 減碼 |
| Snowden Capital Advisors LLC | 18,641 | $245.0 萬 | 0.07% | −42−0.2% | 減碼 |
| Qsemble Capital Management, LP | 18,591 | $244.4 萬 | 0.45% | +18,591 | 新進 |
| Brinker Capital Investments, LLC | 18,542 | $243.7 萬 | 0.02% | −4,247−18.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 18,542 | $243.7 萬 | 0.02% | −4,247−18.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 18,509 | $243.3 萬 | 0.07% | +37+0.2% | 加碼 |
| Alberta Investment Management Corp | 18,500 | $243.2 萬 | 0.02% | +18,500 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 18,407 | $242.0 萬 | 1.13% | +560+3.1% | 加碼 |
| Avantax Planning Partners, Inc. | 18,340 | $241.1 萬 | 0.09% | −1,267−6.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 18,322 | $240.8 萬 | 0.03% | 00.0% | 不變 |
| AE Wealth Management LLC | 18,077 | $237.6 萬 | 0.02% | −3,141−14.8% | 減碼 |
| XML Financial, LLC | 17,839 | $234.5 萬 | 0.22% | +747+4.4% | 加碼 |
| Convergence Investment Partners, LLC | 17,811 | $234.1 萬 | 0.63% | −345−1.9% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17,789 | $233.8 萬 | 0.64% | +2,122+13.5% | 加碼 |
| RSM US Wealth Management LLC | 17,578 | $233.8 萬 | 0.03% | +679+4.0% | 加碼 |
| Tiaa Trust, National Association | 17,627 | $231.7 萬 | 0.01% | +53+0.3% | 加碼 |
| Cobblestone Capital Advisors LLC | 17,548 | $230.7 萬 | 0.13% | +89+0.5% | 加碼 |
| Auxier Asset Management | 17,470 | $229.6 萬 | 0.34% | −10−0.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 17,452 | $229.4 萬 | 0.08% | +548+3.2% | 加碼 |
| HBK Sorce Advisory LLC | 17,431 | $229.1 萬 | 0.07% | −353−2.0% | 減碼 |
| Moser Wealth Advisors, LLC | 17,412 | $228.9 萬 | 1.19% | +358+2.1% | 加碼 |
| Keystone Wealth Services, LLC | 17,283 | $227.2 萬 | 0.63% | −374−2.1% | 減碼 |
| Community Bank, N.A. | 16,977 | $223.2 萬 | 0.28% | +632+3.9% | 加碼 |
| Fernwood Investment Management, LLC | 16,887 | $222.0 萬 | 0.72% | −318−1.8% | 減碼 |
| Carret Asset Management, LLC | 16,838 | $221.3 萬 | 0.24% | −400−2.3% | 減碼 |
| Swiss Life Asset Management Ltd | 16,803 | $220.7 萬 | 0.03% | −653−3.7% | 減碼 |
| Northside Capital Management, LLC | 16,725 | $219.9 萬 | 0.34% | 00.0% | 不變 |
| Hancock Whitney Corp | 16,671 | $219.1 萬 | 0.07% | −425−2.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 16,638 | $218.7 萬 | 0.15% | +425+2.6% | 加碼 |
| Neville Rodie & Shaw Inc | 16,552 | $217.6 萬 | 0.16% | −4,520−21.5% | 減碼 |
| Vestcor Inc | 16,417 | $215.8 萬 | 0.07% | −592−3.5% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 16,308 | $214.3 萬 | 0.04% | +124+0.8% | 加碼 |
| Principal Securities, Inc. | 16,255 | $213.7 萬 | 0.05% | −178−1.1% | 減碼 |
| TBH Global Asset Management, LLC | 16,192 | $212.8 萬 | 0.46% | +40+0.2% | 加碼 |
| Wilkins Investment Counsel Inc | 16,178 | $212.7 萬 | 0.29% | −1,000−5.8% | 減碼 |
| Everett Harris & Co | 16,178 | $212.7 萬 | 0.03% | −475−2.9% | 減碼 |
| IHT Wealth Management, LLC | 15,777 | $207.7 萬 | 0.06% | +3,866+32.5% | 加碼 |
| Terry L. Blaker | 15,796 | $207.6 萬 | 0.08% | +2,449+18.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 15,775 | $207.3 萬 | 0.01% | −7,579−32.5% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,684 | $206.2 萬 | 0.06% | +14,350+1,075.7% | 加碼 |
| Paloma Partners Management Co | 15,638 | $205.6 萬 | 0.11% | −16,796−51.8% | 減碼 |
| Promethium Advisors,llc | 15,545 | $204.3 萬 | 1.44% | +15,545 | 新進 |
| First Manhattan Co | 15,533 | $204.2 萬 | 0.01% | −3,111−16.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 15,499 | $203.7 萬 | 0.05% | +267+1.8% | 加碼 |
| Banque Cantonale Vaudoise | 15,446 | $203.0 萬 | 0.08% | −12,946−45.6% | 減碼 |
| Independent Solutions Wealth Management, LLC | 15,362 | $201.9 萬 | 0.46% | +628+4.3% | 加碼 |
| Omers Administration Corp | 15,289 | $201.0 萬 | 0.02% | 00.0% | 不變 |
| Hendley & Co Inc | 15,270 | $200.7 萬 | 0.70% | 00.0% | 不變 |
| Stephens Inc | 15,221 | $200.1 萬 | 0.03% | +232+1.5% | 加碼 |
| Koshinski Asset Management, Inc. | 15,178 | $199.5 萬 | 0.17% | −367−2.4% | 減碼 |
| Haverford Trust Co | 15,158 | $199.3 萬 | 0.02% | −298−1.9% | 減碼 |
| NewEdge Wealth, LLC | 15,118 | $198.7 萬 | 0.04% | +30.0% | 加碼 |
| Mediolanum International Funds Ltd | 15,150 | $198.2 萬 | 0.03% | −4,729−23.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 15,073 | $198.1 萬 | 0.08% | −522−3.3% | 減碼 |
| KMG Fiduciary Partners, LLC | 15,057 | $197.9 萬 | 0.17% | +690+4.8% | 加碼 |
| William B. Walkup & Associates, Inc. | 15,034 | $197.6 萬 | 1.22% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 15,028 | $197.5 萬 | 0.09% | −44,482−74.7% | 減碼 |
| Crescent Sterling, Ltd. | 14,934 | $196.3 萬 | 1.87% | −27−0.2% | 減碼 |
| Veriti Management LLC | 14,903 | $195.9 萬 | 0.11% | −398−2.6% | 減碼 |
| Ieq Capital, LLC | 14,875 | $195.5 萬 | 0.02% | −262−1.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 14,785 | $194.3 萬 | 0.05% | −3,105−17.4% | 減碼 |
| First National Bank of Omaha | 14,766 | $194.1 萬 | 0.12% | −8,108−35.4% | 減碼 |
| NFJ Investment Group, LLC | 14,702 | $193.3 萬 | 0.06% | −215−1.4% | 減碼 |
| Bridgefront Capital, LLC | 14,699 | $193.2 萬 | 0.74% | −658−4.3% | 減碼 |
| Inscription Capital, LLC | 14,640 | $192.4 萬 | 0.29% | +1,230+9.2% | 加碼 |
| Harbour Investment Management LLC | 14,592 | $191.8 萬 | 0.85% | +265+1.8% | 加碼 |
| PFG Investments, LLC | 14,541 | $191.1 萬 | 0.12% | −589−3.9% | 減碼 |
| Valeo Financial Advisors, LLC | 14,527 | $191.0 萬 | 0.05% | +1,647+12.8% | 加碼 |
| Curbstone Financial Management Corp | 14,504 | $190.7 萬 | 0.41% | −100−0.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,405 | $189.4 萬 | 0.02% | +425+3.0% | 加碼 |
| Western Wealth Management, LLC | 14,380 | $189.0 萬 | 0.11% | +10,312+253.5% | 加碼 |
| F/M Investments LLC | 14,142 | $188.6 萬 | 0.06% | −1,479−9.5% | 減碼 |
| Capital Advisors Inc | 14,233 | $187.1 萬 | 0.04% | −81−0.6% | 減碼 |
| Mutual Advisors, LLC | 14,551 | $187.0 萬 | 0.05% | +5,663+63.7% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 14,200 | $186.7 萬 | 0.22% | 00.0% | 不變 |
| Weaver C. Barksdale & Associates, Inc. | 14,190 | $186.5 萬 | 1.68% | −540−3.7% | 減碼 |
| Investment Management Corp of Ontario | 14,001 | $184.0 萬 | 0.04% | +4,500+47.4% | 加碼 |
| Logan Capital Management Inc | 13,839 | $181.9 萬 | 0.07% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 13,814 | $181.6 萬 | 0.03% | +232+1.7% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 13,779 | $181.1 萬 | 0.06% | −1,102−7.4% | 減碼 |
| Gateway Investment Advisers LLC | 13,771 | $181.0 萬 | 0.02% | +3,679+36.5% | 加碼 |
| Pacific Global Investment Management CO | 13,655 | $179.5 萬 | 0.32% | −1,898−12.2% | 減碼 |
| Oddo BHF Asset Management SAS | 13,622 | $179.1 萬 | 0.09% | +13,622 | 新進 |
| Estate Counselors, LLC | 13,525 | $177.8 萬 | 0.18% | +910+7.2% | 加碼 |
| Energy Income Partners, LLC | 13,437 | $176.6 萬 | 0.04% | −59−0.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 13,267 | $174.4 萬 | 0.04% | −225−1.7% | 減碼 |
| Sigma Planning Corp | 13,226 | $173.9 萬 | 0.05% | +340+2.6% | 加碼 |