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 4 季 13F 持有人
Phillips 66 在 2024/12/31 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
- 1,782
- 較 2024 年第 3 季 +35 家
- 持有股數
- 3.07 億
- 較 2024 年第 3 季 +558.7 萬 (+1.9%)
- 總市值
- $349.2 億
- 較 2024 年第 3 季 −$47.0 億 (−11.9%)
- 新進機構
- 219
- 另有 619 家加碼
- 清倉機構
- 184
- 另有 644 家減碼
另有 28 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 7,075 | $80.6 萬 | 0.52% | −50−0.7% | 減碼 |
| America First Investment Advisors, LLC | 7,080 | $80.7 萬 | 0.18% | 00.0% | 不變 |
| GWN Securities Inc. | 6,691 | $81.5 萬 | 0.22% | +6,691 | 新進 |
| Drive Wealth Management, LLC | 7,157 | $81.5 萬 | 0.20% | +181+2.6% | 加碼 |
| Cushing Capital Partners, LLC | 7,157 | $81.5 萬 | 0.78% | +7,157 | 新進 |
| WealthTrust Axiom LLC | 7,160 | $81.6 萬 | 0.24% | +206+3.0% | 加碼 |
| Old National Bancorp | 7,163 | $81.6 萬 | 0.02% | −25−0.3% | 減碼 |
| Occudo Quantitative Strategies LP | 7,190 | $81.9 萬 | 0.15% | −36,867−83.7% | 減碼 |
| IFP Advisors, Inc | 7,218 | $82.3 萬 | 0.03% | +38+0.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,241 | $82.5 萬 | 0.03% | −142−1.9% | 減碼 |
| Confluence Wealth Services, Inc. | 6,741 | $82.7 萬 | 0.05% | +114+1.7% | 加碼 |
| Boston Trust Walden Corp | 7,293 | $83.1 萬 | 0.01% | −17−0.2% | 減碼 |
| Tyche Wealth Partners LLC | 7,317 | $83.4 萬 | 0.18% | +825+12.7% | 加碼 |
| Bridge Creek Capital Management LLC | 7,326 | $83.5 萬 | 0.26% | −8−0.1% | 減碼 |
| Warren Averett Asset Management, LLC | 7,338 | $83.6 萬 | 0.01% | +2,156+41.6% | 加碼 |
| Jupiter Wealth Management LLC | 7,359 | $83.8 萬 | 0.42% | −795−9.7% | 減碼 |
| RFG Advisory, LLC | 7,362 | $83.9 萬 | 0.02% | +623+9.2% | 加碼 |
| Baker Ellis Asset Management LLC | 7,443 | $84.8 萬 | 0.12% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 7,453 | $84.9 萬 | 0.28% | −30−0.4% | 減碼 |
| Fiduciary Group LLC | 7,454 | $84.9 萬 | 0.09% | −328−4.2% | 減碼 |
| Bradley Foster & Sargent Inc | 7,476 | $85.2 萬 | 0.01% | −75−1.0% | 減碼 |
| Forum Financial Management, LP | 7,486 | $85.3 萬 | 0.01% | +77+1.0% | 加碼 |
| Infrastructure Capital Advisors, LLC | 7,490 | $85.3 萬 | 0.11% | −15,000−66.7% | 減碼 |
| David Loasby | 7,507 | $85.5 萬 | 0.08% | +218+3.0% | 加碼 |
| Man Group plc | 7,517 | $85.6 萬 | 0.00% | −86,154−92.0% | 減碼 |
| Edge Capital Group, LLC | 7,548 | $86.0 萬 | 0.04% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 7,559 | $86.1 萬 | 0.09% | +7,559 | 新進 |
| Bull Street Advisors, LLC | 7,606 | $86.7 萬 | 0.42% | 00.0% | 不變 |
| Twinbeech Capital LP | 7,612 | $86.7 萬 | 0.01% | +7,612 | 新進 |
| Arvest Bank Trust Division | 7,646 | $87.1 萬 | 0.05% | −20−0.3% | 減碼 |
| First Hawaiian Bank | 7,692 | $87.6 萬 | 0.03% | −5,356−41.0% | 減碼 |
| Pensionmark Financial Group, LLC | 7,694 | $87.7 萬 | 0.02% | +1,640+27.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 7,713 | $87.9 萬 | 0.06% | +7+0.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 7,752 | $88.3 萬 | 0.06% | −87−1.1% | 減碼 |
| Eagle Global Advisors LLC | 7,754 | $88.3 萬 | 0.04% | +6,000+342.1% | 加碼 |
| Stevens Capital Management LP | 7,774 | $88.6 萬 | 0.36% | +7,774 | 新進 |
| LRT Capital Management, LLC | 7,832 | $89.2 萬 | 0.70% | +7,832 | 新進 |
| Oak Hill Wealth Advisors, LLC | 7,912 | $90.1 萬 | 0.21% | +7,912 | 新進 |
| Westmount Partners, LLC | 7,933 | $90.4 萬 | 0.27% | −9−0.1% | 減碼 |
| Lebenthal Global Advisors, LLC | 7,973 | $90.8 萬 | 0.17% | +4,160+109.1% | 加碼 |
| Institute for Wealth Management, LLC. | 7,983 | $91.0 萬 | 0.11% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 8,026 | $91.3 萬 | 0.01% | −370−4.4% | 減碼 |
| Searle & Co. | 8,025 | $91.4 萬 | 0.26% | −259−3.1% | 減碼 |
| Strategic Advisors LLC | 8,072 | $92.0 萬 | 0.17% | +223+2.8% | 加碼 |
| Cowa, LLC | 8,099 | $92.3 萬 | 0.43% | +10.0% | 加碼 |
| Mairs & Power Inc | 8,116 | $92.5 萬 | 0.01% | +1,566+23.9% | 加碼 |
| Intrua Financial, LLC | 8,172 | $93.1 萬 | 0.15% | −158−1.9% | 減碼 |
| LMR Partners LLP | 8,172 | $93.1 萬 | 0.02% | +8,167+163,340.0% | 加碼 |
| Farther Finance Advisors, LLC | 8,186 | $93.3 萬 | 0.03% | +229+2.9% | 加碼 |
| Patten Group, Inc. | 8,220 | $93.7 萬 | 0.21% | −450−5.2% | 減碼 |
| Mystic Asset Management, Inc. | 8,236 | $93.8 萬 | 0.25% | +1,247+17.8% | 加碼 |
| BWM Planning, LLC | 8,240 | $93.9 萬 | 0.41% | 00.0% | 不變 |
| MONECO Advisors, LLC | 8,265 | $94.2 萬 | 0.10% | +985+13.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,315 | $94.7 萬 | 0.20% | +14+0.2% | 加碼 |
| GAMMA Investing LLC | 8,366 | $95.3 萬 | 0.08% | +23+0.3% | 加碼 |
| AE Wealth Management LLC | 8,369 | $95.3 萬 | 0.01% | −9,708−53.7% | 減碼 |
| Merit Financial Group, LLC | 8,372 | $95.4 萬 | 0.02% | +4,204+100.9% | 加碼 |
| Verdence Capital Advisors LLC | 8,446 | $96.2 萬 | 0.08% | −781−8.5% | 減碼 |
| Barry Investment Advisors, LLC | 8,474 | $96.5 萬 | 0.31% | −473−5.3% | 減碼 |
| Arvest Investments, Inc. | 8,475 | $96.6 萬 | 0.15% | +143+1.7% | 加碼 |
| HighPoint Advisor Group LLC | 7,645 | $97.7 萬 | 0.05% | +76+1.0% | 加碼 |
| New Age Alpha Advisors, LLC | 8,620 | $98.2 萬 | 0.04% | +8,620 | 新進 |
| Argent Trust Co | 8,627 | $98.3 萬 | 0.04% | −53−0.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 8,631 | $98.3 萬 | 0.04% | +592+7.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 8,631 | $98.3 萬 | 0.05% | −51−0.6% | 減碼 |
| Bleakley Financial Group, LLC | 8,673 | $98.8 萬 | 0.03% | +78+0.9% | 加碼 |
| Guyasuta Investment Advisors Inc | 8,716 | $99.3 萬 | 0.06% | +33+0.4% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 8,736 | $99.5 萬 | 0.21% | −401−4.4% | 減碼 |
| Mather Group, LLC. | 8,773 | $99.9 萬 | 0.01% | −41−0.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 8,905 | $101.5 萬 | 0.07% | −31−0.3% | 減碼 |
| Capital Advisors Wealth Management, LLC | 8,935 | $101.8 萬 | 0.18% | +589+7.1% | 加碼 |
| Delta Financial Advisors LLC | 8,974 | $102.2 萬 | 0.38% | −248−2.7% | 減碼 |
| Hilltop National Bank | 9,006 | $102.6 萬 | 0.31% | +1,968+28.0% | 加碼 |
| Ingalls & Snyder LLC | 9,032 | $102.9 萬 | 0.04% | −95−1.0% | 減碼 |
| Lee Danner & Bass Inc | 9,038 | $103.0 萬 | 0.08% | −58−0.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,074 | $103.4 萬 | 0.04% | −142−1.5% | 減碼 |
| Graham Capital Management, L.P. | 9,086 | $103.5 萬 | 0.03% | +9,086 | 新進 |
| Ethic Inc. | 9,095 | $103.6 萬 | 0.02% | +6,398+237.2% | 加碼 |
| Energy Income Partners, LLC | 9,103 | $103.7 萬 | 0.02% | −4,334−32.3% | 減碼 |
| Global Retirement Partners, LLC | 9,140 | $104.1 萬 | 0.03% | +48+0.5% | 加碼 |
| Glenview Trust Co | 9,168 | $104.5 萬 | 0.02% | +538+6.2% | 加碼 |
| Cornerstone Advisors, LLC | 9,200 | $104.8 萬 | 0.04% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 9,236 | $105.2 萬 | 0.08% | −45−0.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 9,249 | $105.4 萬 | 0.04% | −50−0.5% | 減碼 |
| Naviter Wealth, LLC | 9,253 | $105.4 萬 | 0.13% | +5,022+118.7% | 加碼 |
| Lokken Investment Group LLC | 9,272 | $105.6 萬 | 0.46% | +219+2.4% | 加碼 |
| Fairfield, Bush & Co. | 9,334 | $106.3 萬 | 0.63% | +370+4.1% | 加碼 |
| Beacon Investment Advisors LLC | 9,416 | $107.3 萬 | 0.50% | +17+0.2% | 加碼 |
| Applied Finance Capital Management, LLC | 9,439 | $107.5 萬 | 0.05% | +1,287+15.8% | 加碼 |
| Buckingham Strategic Partners | 9,441 | $107.6 萬 | 0.02% | +467+5.2% | 加碼 |
| Vise Technologies, Inc. | 9,449 | $107.7 萬 | 0.09% | +3,674+63.6% | 加碼 |
| JBR Co Financial Management Inc | 9,520 | $108.5 萬 | 0.66% | +85+0.9% | 加碼 |
| Sterling Capital Management LLC | 9,537 | $108.7 萬 | 0.01% | −905−8.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,552 | $108.8 萬 | 0.01% | −4,853−33.7% | 減碼 |
| Ramirez Asset Management, Inc. | 9,562 | $108.9 萬 | 0.22% | 00.0% | 不變 |
| Signaturefd, LLC | 9,589 | $109.2 萬 | 0.02% | −66−0.7% | 減碼 |
| Wimmer Associates 1, LLC | 9,605 | $109.4 萬 | 0.54% | −60−0.6% | 減碼 |
| J. W. Coons Advisors, LLC | 9,658 | $110.0 萬 | 0.28% | +60+0.6% | 加碼 |
| Independent Financial Group, LLC | 9,667 | $110.1 萬 | 0.04% | −3,281−25.3% | 減碼 |
| Alta Capital Management LLC | 9,682 | $110.3 萬 | 0.07% | +26+0.3% | 加碼 |