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 |
|---|---|---|---|---|---|
| AGH Wealth Advisors, LLC | 2,782 | $31.7 萬 | 0.29% | +2,782 | 新進 |
| Capital Advantage, Inc. | 2,783 | $31.7 萬 | 0.06% | +2,783 | 新進 |
| Summit Global Investments | 2,787 | $31.8 萬 | 0.02% | −34−1.2% | 減碼 |
| Catalina Capital Group, LLC | 2,805 | $32.0 萬 | 0.11% | +33+1.2% | 加碼 |
| Legacy Private Trust Co. | 2,812 | $32.0 萬 | 0.02% | +678+31.8% | 加碼 |
| Saxon Interests, Inc. | 2,820 | $32.1 萬 | 0.14% | +361+14.7% | 加碼 |
| IFG Advisory, LLC | 2,842 | $32.4 萬 | 0.02% | +2,842 | 新進 |
| Howard Capital Management Inc. | 2,843 | $32.4 萬 | 0.01% | +144+5.3% | 加碼 |
| Stiles Financial Services Inc | 2,854 | $32.5 萬 | 0.12% | +15+0.5% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,856 | $32.5 萬 | 0.02% | +5+0.2% | 加碼 |
| Spire Wealth Management | 2,862 | $32.6 萬 | 0.01% | −473−14.2% | 減碼 |
| Paragon Capital Management Ltd | 2,871 | $32.7 萬 | 0.07% | −28−1.0% | 減碼 |
| Compass Capital Corp | 2,727 | $32.7 萬 | 0.13% | +2,727 | 新進 |
| Wintrust Investments LLC | 2,882 | $32.8 萬 | 0.29% | −992−25.6% | 減碼 |
| Diversify Advisory Services, LLC | 2,881 | $32.8 萬 | 0.02% | +3+0.1% | 加碼 |
| Clarius Group, LLC | 2,881 | $32.8 萬 | 0.02% | −363−11.2% | 減碼 |
| Advisory Alpha, LLC | 2,894 | $33.0 萬 | 0.01% | +979+51.1% | 加碼 |
| Greenfield Seitz Capital Management, LLC | 2,908 | $33.1 萬 | 0.13% | −950−24.6% | 減碼 |
| Magnus Financial Group LLC | 2,929 | $33.4 萬 | 0.03% | −4−0.1% | 減碼 |
| Close Asset Management Ltd | 2,935 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 2,937 | $33.5 萬 | 0.02% | −708−19.4% | 減碼 |
| JT Stratford LLC | 2,940 | $33.5 萬 | 0.06% | −1,016−25.7% | 減碼 |
| Intrinsic Value Partners, LLC | 2,949 | $33.6 萬 | 0.34% | −140−4.5% | 減碼 |
| Austin Private Wealth, LLC | 2,949 | $33.6 萬 | 0.03% | +57+2.0% | 加碼 |
| Post Resch Tallon Group Inc. | 2,939 | $33.6 萬 | 0.32% | +2,939 | 新進 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $33.7 萬 | 0.25% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 2,972 | $33.9 萬 | 0.19% | +76+2.6% | 加碼 |
| Aries Wealth Management | 2,973 | $33.9 萬 | 0.09% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,974 | $33.9 萬 | 0.01% | +148+5.2% | 加碼 |
| Callahan Advisors, LLC | 2,975 | $33.9 萬 | 0.03% | +75+2.6% | 加碼 |
| Modern Wealth Management, LLC | 2,981 | $34.0 萬 | 0.01% | +1,456+95.5% | 加碼 |
| Fort Sheridan Advisors LLC | 2,983 | $34.0 萬 | 0.05% | +107+3.7% | 加碼 |
| Cito Capital Group, LLC | 3,000 | $34.2 萬 | 0.13% | 00.0% | 不變 |
| Persium Advisors, LLC | 3,002 | $34.2 萬 | 0.34% | +3,002 | 新進 |
| Raiffeisen Bank International AG | 3,058 | $34.2 萬 | 0.01% | +3,058 | 新進 |
| Roman Butler Fullerton & Co | 2,786 | $34.3 萬 | 0.11% | +107+4.0% | 加碼 |
| E&G Advisors, LP | 3,017 | $34.4 萬 | 0.09% | 00.0% | 不變 |
| Townsend Asset Management Corp | 3,021 | $34.4 萬 | 0.13% | +9+0.3% | 加碼 |
| Assetmark, Inc | 3,024 | $34.5 萬 | 0.00% | +332+12.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 2,625 | $34.5 萬 | 0.03% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 3,031 | $34.5 萬 | 0.12% | −350−10.4% | 減碼 |
| Davidson Trust Co | 3,036 | $34.6 萬 | 0.18% | 00.0% | 不變 |
| Ballentine Partners, LLC | 3,040 | $34.6 萬 | 0.01% | +312+11.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 3,046 | $34.7 萬 | 0.09% | +8+0.3% | 加碼 |
| Callan Capital, LLC | 3,047 | $34.7 萬 | 0.03% | −100−3.2% | 減碼 |
| Wealth Alliance | 3,053 | $34.8 萬 | 0.04% | −439−12.6% | 減碼 |
| Arete Wealth Advisors, LLC | 3,051 | $34.8 萬 | 0.03% | +310+11.3% | 加碼 |
| Moody National Bank Trust Division | 3,065 | $34.9 萬 | 0.04% | −10.0% | 減碼 |
| GHP Investment Advisors, Inc. | 3,073 | $35.0 萬 | 0.02% | 00.0% | 不變 |
| Vectors Research Management, LLC | 3,081 | $35.1 萬 | 0.12% | −147−4.6% | 減碼 |
| PDS Planning, Inc | 3,083 | $35.1 萬 | 0.03% | −86−2.7% | 減碼 |
| Johnson Financial Group, Inc. | 2,980 | $35.1 萬 | 0.02% | −2,859−49.0% | 減碼 |
| Granite Group Advisors, LLC | 3,087 | $35.2 萬 | 0.22% | −120−3.7% | 減碼 |
| Alpha DNA Investment Management LLC | 3,089 | $35.2 萬 | 0.19% | +200+6.9% | 加碼 |
| Sharp Financial Services, LLC | 3,121 | $35.6 萬 | 0.27% | −1,650−34.6% | 減碼 |
| CoreFirst Bank & Trust | 3,148 | $35.9 萬 | 0.21% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 3,149 | $35.9 萬 | 0.07% | −200−6.0% | 減碼 |
| Vista Investment Partners LLC | 3,158 | $36.0 萬 | 0.11% | +248+8.5% | 加碼 |
| Riverbend Wealth Management, LLC | 3,138 | $36.0 萬 | 0.32% | +3,138 | 新進 |
| Fidelis Capital Partners, LLC | 3,067 | $36.1 萬 | 0.04% | +172+5.9% | 加碼 |
| CX Institutional | 3,173 | $36.2 萬 | 0.01% | +233+7.9% | 加碼 |
| First National Bank Sioux Falls | 3,184 | $36.3 萬 | 0.15% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 3,186 | $36.3 萬 | 0.03% | +100+3.2% | 加碼 |
| Plancorp, LLC | 3,192 | $36.4 萬 | 0.01% | +329+11.5% | 加碼 |
| Whittier Trust Co | 3,200 | $36.5 萬 | 0.00% | −16−0.5% | 減碼 |
| Univest Financial Corp | 3,201 | $36.5 萬 | 0.02% | +5+0.2% | 加碼 |
| Rossmore Private Capital | 3,204 | $36.5 萬 | 0.05% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 3,222 | $36.7 萬 | 0.01% | +248+8.3% | 加碼 |
| Petrus Trust Company, LTA | 3,223 | $36.7 萬 | 0.04% | +669+26.2% | 加碼 |
| Lake Street Advisors Group, LLC | 3,227 | $36.8 萬 | 0.02% | +106+3.4% | 加碼 |
| Athena Investment Management | 3,249 | $37.0 萬 | 0.21% | 00.0% | 不變 |
| Passumpsic Savings Bank | 3,260 | $37.1 萬 | 0.23% | +37+1.1% | 加碼 |
| Longfellow Investment Management Co LLC | 3,262 | $37.2 萬 | 0.10% | +956+41.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 3,264 | $37.2 萬 | 0.03% | +3,264 | 新進 |
| Runnymede Capital Advisors, Inc. | 3,265 | $37.2 萬 | 0.32% | +3,265 | 新進 |
| LCNB Corp | 3,272 | $37.3 萬 | 0.14% | 00.0% | 不變 |
| Perpetual Ltd | 3,278 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,278 | $37.4 萬 | 0.04% | +29+0.9% | 加碼 |
| Blue Edge Capital, LLC | 3,286 | $37.4 萬 | 0.06% | +4+0.1% | 加碼 |
| Ambassador Advisors, LLC | 3,287 | $37.5 萬 | 0.06% | −243−6.9% | 減碼 |
| Tanager Wealth Management LLP | 3,288 | $37.5 萬 | 0.05% | +8+0.2% | 加碼 |
| Joel Isaacson & Co., LLC | 3,300 | $37.6 萬 | 0.02% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,300 | $37.6 萬 | 0.03% | −124−3.6% | 減碼 |
| Callan Family Office, LLC | 3,305 | $37.7 萬 | 0.02% | +3,305 | 新進 |
| Independence Bank of Kentucky | 3,314 | $37.8 萬 | 0.06% | +1,748+111.6% | 加碼 |
| Good Life Advisors, LLC | 3,318 | $37.8 萬 | 0.03% | −321−8.8% | 減碼 |
| Allen Investment Management LLC | 3,318 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| Measured Risk Portfolios, Inc. | 3,325 | $37.9 萬 | 0.42% | +3,325 | 新進 |
| Chesapeake Asset Management LLC | 3,327 | $37.9 萬 | 0.35% | +107+3.3% | 加碼 |
| LexAurum Advisors, LLC | 3,339 | $38.0 萬 | 0.08% | +3,339 | 新進 |
| Rossby Financial, LCC | 3,340 | $38.1 萬 | 0.24% | +3,340 | 新進 |
| Tennessee Valley Asset Management Partners | 3,349 | $38.1 萬 | 0.06% | +24+0.7% | 加碼 |
| Wedgewood Investors Inc | 3,350 | $38.2 萬 | 0.45% | −50−1.5% | 減碼 |
| MSH Capital Advisors LLC | 3,355 | $38.2 萬 | 0.12% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,367 | $38.4 萬 | 0.15% | +18+0.5% | 加碼 |
| Excalibur Management Corp | 3,377 | $38.5 萬 | 0.15% | −13−0.4% | 減碼 |
| Courier Capital LLC | 3,381 | $38.5 萬 | 0.03% | −147−4.2% | 減碼 |
| Smartleaf Asset Management LLC | 3,444 | $38.6 萬 | 0.04% | +556+19.3% | 加碼 |
| Founders Financial Securities LLC | 3,387 | $38.6 萬 | 0.03% | +175+5.4% | 加碼 |
| Uniting Wealth Partners, LLC | 3,399 | $38.7 萬 | 0.19% | +3,399 | 新進 |