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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 13,172 | $173.1 萬 | 0.01% | +1,262+10.6% | 加碼 |
| YHB Investment Advisors, Inc. | 13,164 | $173.0 萬 | 0.14% | −486−3.6% | 減碼 |
| First Hawaiian Bank | 13,048 | $171.5 萬 | 0.05% | −3,368−20.5% | 減碼 |
| Bridgeway Capital Management, LLC | 13,000 | $170.9 萬 | 0.04% | −500−3.7% | 減碼 |
| Independent Financial Group, LLC | 12,948 | $170.2 萬 | 0.06% | −108−0.8% | 減碼 |
| Paragon Capital Management LLC | 12,908 | $169.7 萬 | 0.88% | +443+3.6% | 加碼 |
| Marion Wealth Management | 12,902 | $169.6 萬 | 0.45% | +575+4.7% | 加碼 |
| Shelton Capital Management | 12,808 | $168.4 萬 | 0.04% | −195−1.5% | 減碼 |
| Fruth Investment Management | 12,795 | $168.1 萬 | 0.44% | −200−1.5% | 減碼 |
| Allworth Financial LP | 12,778 | $168.0 萬 | 0.01% | −978−7.1% | 減碼 |
| Ostrum Asset Management | 12,754 | $167.7 萬 | 0.14% | +2,315+22.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 12,753 | $167.6 萬 | 0.22% | −9,348−42.3% | 減碼 |
| Evercore Wealth Management, LLC | 12,624 | $165.9 萬 | 0.02% | −696−5.2% | 減碼 |
| Ar Asset Management Inc | 12,600 | $165.6 萬 | 0.37% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 12,584 | $165.4 萬 | 0.08% | −326−2.5% | 減碼 |
| SpiderRock Advisors, LLC | 12,566 | $165.2 萬 | 0.04% | −856−6.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 12,435 | $163.5 萬 | 0.05% | −209−1.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 12,393 | $162.9 萬 | 0.11% | −1,281−9.4% | 減碼 |
| GW Henssler & Associates Ltd | 12,386 | $162.8 萬 | 0.09% | −199,645−94.2% | 減碼 |
| Bangor Savings Bank | 12,373 | $162.6 萬 | 0.15% | +159+1.3% | 加碼 |
| Capstone Investment Advisors, LLC | 12,324 | $162.0 萬 | 0.03% | +7,573+159.4% | 加碼 |
| Point72 (DIFC) Ltd | 12,297 | $161.6 萬 | 0.13% | +12,297 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 12,253 | $161.1 萬 | 0.08% | +71+0.6% | 加碼 |
| Harvest Portfolios Group Inc. | 12,147 | $159.7 萬 | 0.05% | +2,063+20.5% | 加碼 |
| Moors & Cabot, Inc. | 12,012 | $157.9 萬 | 0.08% | +472+4.1% | 加碼 |
| Centiva Capital, LP | 11,956 | $157.2 萬 | 0.07% | −204−1.7% | 減碼 |
| Vident Advisory, LLC | 11,895 | $156.4 萬 | 0.04% | −5,876−33.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 11,862 | $155.9 萬 | 0.02% | −182−1.5% | 減碼 |
| Spears Abacus Advisors LLC | 11,803 | $155.2 萬 | 0.03% | +625+5.6% | 加碼 |
| First National Advisers, LLC | 11,780 | $154.8 萬 | 0.25% | −5,285−31.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 11,521 | $151.4 萬 | 0.01% | +7,830+212.1% | 加碼 |
| Pathway Financial Advisers, LLC | 11,489 | $151.0 萬 | 0.68% | −368−3.1% | 減碼 |
| Fiduciary Trust Co | 11,453 | $150.5 萬 | 0.02% | +265+2.4% | 加碼 |
| EP Wealth Advisors, LLC | 11,445 | $150.4 萬 | 0.01% | +3,261+39.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,381 | $149.6 萬 | 0.02% | +191+1.7% | 加碼 |
| Counterweight Ventures, LLC | 11,367 | $149.4 萬 | 1.06% | −418−3.5% | 減碼 |
| Greenleaf Trust | 11,353 | $149.2 萬 | 0.01% | +481+4.4% | 加碼 |
| Bragg Financial Advisors, Inc | 11,288 | $148.4 萬 | 0.06% | −191−1.7% | 減碼 |
| Apollon Wealth Management, LLC | 11,169 | $146.8 萬 | 0.04% | −1,608−12.6% | 減碼 |
| Resources Management Corp | 11,158 | $146.7 萬 | 0.20% | +602+5.7% | 加碼 |
| Caldwell Trust Co | 11,146 | $146.5 萬 | 0.15% | +661+6.3% | 加碼 |
| Wealthspire Advisors, LLC | 11,118 | $146.2 萬 | 0.01% | +520+4.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 11,109 | $146.0 萬 | 0.40% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 11,075 | $145.6 萬 | 0.08% | +8,508+331.4% | 加碼 |
| Exeter Financial, LLC | 11,055 | $145.3 萬 | 0.64% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 11,006 | $144.7 萬 | 0.33% | −755−6.4% | 減碼 |
| Financial Advocates Investment Management | 10,806 | $142.0 萬 | 0.08% | +286+2.7% | 加碼 |
| CFM Wealth Partners LLC | 10,680 | $140.4 萬 | 0.25% | −11,497−51.8% | 減碼 |
| Smith, Moore & Co. | 10,641 | $139.9 萬 | 0.13% | −1,450−12.0% | 減碼 |
| First National Trust Co | 10,624 | $139.7 萬 | 0.05% | −75−0.7% | 減碼 |
| Tower Bridge Advisors | 10,612 | $139.5 萬 | 0.14% | −150−1.4% | 減碼 |
| Parallel Advisors, LLC | 10,582 | $139.1 萬 | 0.03% | −530−4.8% | 減碼 |
| Hussman Strategic Advisors, Inc. | 10,500 | $138.0 萬 | 0.34% | +10,500 | 新進 |
| Rowland & Co Investment Counsel | 10,461 | $137.5 萬 | 0.28% | +1,300+14.2% | 加碼 |
| South State Corp. | 10,448 | $137.3 萬 | 0.09% | 00.0% | 不變 |
| Sterling Capital Management LLC | 10,442 | $137.3 萬 | 0.02% | +10,442 | 新進 |
| Great Lakes Retirement, Inc. | 10,413 | $136.9 萬 | 0.18% | +127+1.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 10,374 | $136.3 萬 | 0.09% | −9−0.1% | 減碼 |
| Eisler Capital (UK) Ltd. | 10,366 | $136.3 萬 | 0.32% | +3,130+43.3% | 加碼 |
| Jacobi Capital Management LLC | 10,340 | $135.9 萬 | 0.10% | +525+5.3% | 加碼 |
| Panagora Asset Management Inc | 10,334 | $135.8 萬 | 0.01% | +1,470+16.6% | 加碼 |
| Jeppson Wealth Management, LLC | 10,329 | $135.8 萬 | 0.49% | −38−0.4% | 減碼 |
| Cullinan Associates Inc | 10,239 | $134.6 萬 | 0.08% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 10,205 | $134.1 萬 | 0.09% | +174+1.7% | 加碼 |
| Redwood Investment Management, LLC | 10,234 | $134.1 萬 | 0.12% | +240+2.4% | 加碼 |
| Guardian Wealth Management, Inc. | 10,198 | $134.1 萬 | 0.94% | −507−4.7% | 減碼 |
| Wahed Invest LLC | 10,159 | $133.5 萬 | 0.24% | +644+6.8% | 加碼 |
| Pavion Blue Capital, LLC | 10,088 | $132.6 萬 | 0.62% | +10.0% | 加碼 |
| Adirondack Trust Co | 10,025 | $131.8 萬 | 0.51% | −157−1.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 10,019 | $131.7 萬 | 0.04% | −2,037−16.9% | 減碼 |
| Meeder Advisory Services, Inc. | 10,013 | $131.6 萬 | 0.09% | +449+4.7% | 加碼 |
| Aquila Investment Management LLC | 10,000 | $131.4 萬 | 1.46% | 00.0% | 不變 |
| Umpqua Bank | 9,996 | $131.4 萬 | 0.48% | +71+0.7% | 加碼 |
| Country Club Bank | 10,018 | $131.3 萬 | 0.09% | −1,246−11.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 9,866 | $129.7 萬 | 0.09% | −281−2.8% | 減碼 |
| WCM Investment Management, LLC | 9,890 | $129.6 萬 | 0.00% | +7,480+310.4% | 加碼 |
| Accordant Advisory Group Inc | 9,848 | $129.5 萬 | 1.03% | +2,048+26.3% | 加碼 |
| Integrated Wealth Concepts LLC | 9,769 | $128.4 萬 | 0.02% | −97−1.0% | 減碼 |
| Diversified Trust Co | 9,750 | $128.2 萬 | 0.03% | −5,950−37.9% | 減碼 |
| Paradigm Asset Management Co LLC | 9,700 | $127.5 萬 | 0.33% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 9,694 | $127.4 萬 | 0.05% | +127+1.3% | 加碼 |
| Wimmer Associates 1, LLC | 9,665 | $127.0 萬 | 0.62% | +370+4.0% | 加碼 |
| Alta Capital Management LLC | 9,656 | $126.9 萬 | 0.08% | +25+0.3% | 加碼 |
| Signaturefd, LLC | 9,655 | $126.9 萬 | 0.02% | −801−7.7% | 減碼 |
| CWC Advisors, LLC. | 9,651 | $126.9 萬 | 1.25% | +9,651 | 新進 |
| Equitable Holdings, Inc. | 9,631 | $126.6 萬 | 0.01% | +24+0.2% | 加碼 |
| Summit Trail Advisors, LLC | 9,604 | $126.2 萬 | 0.03% | +1,464+18.0% | 加碼 |
| AIA Group Ltd | 9,600 | $126.2 萬 | 0.03% | +800+9.1% | 加碼 |
| J. W. Coons Advisors, LLC | 9,598 | $126.2 萬 | 0.31% | +25+0.3% | 加碼 |
| Keeley-Teton Advisors, LLC | 9,582 | $126.0 萬 | 0.14% | +9,582 | 新進 |
| Ramirez Asset Management, Inc. | 9,562 | $125.7 萬 | 0.24% | 00.0% | 不變 |
| Horizon Investments, LLC | 9,552 | $125.6 萬 | 0.03% | −99−1.0% | 減碼 |
| JBR Co Financial Management Inc | 9,435 | $124.0 萬 | 0.81% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 9,399 | $123.6 萬 | 0.58% | +16+0.2% | 加碼 |
| Walleye Trading LLC | 9,369 | $123.2 萬 | 0.03% | +5,906+170.5% | 加碼 |
| Acadian Asset Management LLC | 9,366 | $122.9 萬 | 0.00% | −10,168−52.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 9,299 | $122.2 萬 | 0.05% | −55−0.6% | 減碼 |
| Parcion Private Wealth LLC | 9,281 | $122.0 萬 | 0.10% | +56+0.6% | 加碼 |
| Csenge Advisory Group | 8,946 | $122.0 萬 | 0.06% | +428+5.0% | 加碼 |
| Verdence Capital Advisors LLC | 9,227 | $121.3 萬 | 0.10% | +537+6.2% | 加碼 |