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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 3,420 | $39.0 萬 | 0.01% | 00.0% | 不變 |
| Keel Point, LLC | 3,423 | $39.0 萬 | 0.03% | +167+5.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,432 | $39.1 萬 | 0.06% | +30+0.9% | 加碼 |
| Second Line Capital, LLC | 3,434 | $39.1 萬 | 0.11% | +343+11.1% | 加碼 |
| Welch Group, LLC | 3,494 | $39.1 萬 | 0.02% | −153−4.2% | 減碼 |
| Corbyn Investment Management Inc | 3,441 | $39.2 萬 | 0.14% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 3,456 | $39.4 萬 | 0.04% | +299+9.5% | 加碼 |
| Old North State Trust, LLC | 3,454 | $39.4 萬 | 0.25% | +1,923+125.6% | 加碼 |
| Custom Index Systems, LLC | 3,463 | $39.5 萬 | 0.21% | −281−7.5% | 減碼 |
| Woodmont Investment Counsel LLC | 3,465 | $39.5 萬 | 0.03% | 00.0% | 不變 |
| BKM Wealth Management, LLC | 3,473 | $39.6 萬 | 0.16% | −990−22.2% | 減碼 |
| Whalerock Point Partners, LLC | 3,490 | $39.8 萬 | 0.09% | 00.0% | 不變 |
| Hennessy Advisors Inc | 3,500 | $39.9 萬 | 0.01% | 00.0% | 不變 |
| 1248 Management, LLC | 3,510 | $40.0 萬 | 0.17% | +3,510 | 新進 |
| Zions Bancorporation, N.A. | 3,528 | $40.2 萬 | 0.03% | +1,136+47.5% | 加碼 |
| Harbor Advisors LLC | 3,541 | $40.3 萬 | 0.06% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 3,547 | $40.4 萬 | 0.25% | +2+0.1% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,287 | $40.5 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,553 | $40.5 萬 | 0.01% | −3,415−49.0% | 減碼 |
| Perigon Wealth Management, LLC | 3,391 | $40.6 萬 | 0.01% | −443−11.6% | 減碼 |
| Hanson & Doremus Investment Management | 3,560 | $40.6 萬 | 0.06% | −16−0.4% | 減碼 |
| Empire Financial Management Company, LLC | 3,571 | $40.7 萬 | 0.13% | +125+3.6% | 加碼 |
| BKD Wealth Advisors, LLC | 3,572 | $40.7 萬 | 0.01% | −11−0.3% | 減碼 |
| Schechter Investment Advisors, LLC | 3,585 | $40.8 萬 | 0.03% | −896−20.0% | 減碼 |
| Biltmore Wealth Management, LLC | 3,590 | $40.9 萬 | 0.17% | +22+0.6% | 加碼 |
| Uncommon Cents Investing LLC | 3,592 | $40.9 萬 | 0.12% | −105−2.8% | 減碼 |
| Graypoint LLC | 3,603 | $41.0 萬 | 0.02% | −955−21.0% | 減碼 |
| Brandywine Oak Private Wealth LLC | 3,611 | $41.1 萬 | 0.04% | −373−9.4% | 減碼 |
| Corps Capital Advisors, LLC | 3,612 | $41.2 萬 | 0.42% | +3,612 | 新進 |
| First Citizens Bank & Trust Co | 3,613 | $41.2 萬 | 0.01% | +522+16.9% | 加碼 |
| RDA Financial Network | 3,619 | $41.2 萬 | 0.12% | +174+5.1% | 加碼 |
| Everhart Financial Group, Inc. | 3,623 | $41.3 萬 | 0.08% | +111+3.2% | 加碼 |
| Aaron Wealth Advisors | 3,635 | $41.4 萬 | 0.05% | +420+13.1% | 加碼 |
| Roundview Capital LLC | 3,640 | $41.5 萬 | 0.03% | 00.0% | 不變 |
| Hills Bank & Trust Co | 3,643 | $41.5 萬 | 0.03% | +252+7.4% | 加碼 |
| Harbour Investments, Inc. | 3,660 | $41.7 萬 | 0.01% | +385+11.8% | 加碼 |
| Savvy Advisors, Inc. | 3,663 | $41.7 萬 | 0.05% | +649+21.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,665 | $41.8 萬 | 0.01% | +473+14.8% | 加碼 |
| Scotia Capital Inc. | 3,675 | $41.9 萬 | 0.00% | −5,438−59.7% | 減碼 |
| Weaver Consulting Group | 3,712 | $42.3 萬 | 0.13% | −10−0.3% | 減碼 |
| Schnieders Capital Management LLC | 3,713 | $42.3 萬 | 0.08% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 3,719 | $42.4 萬 | 0.06% | −458−11.0% | 減碼 |
| Ransom Advisory, Ltd | 3,725 | $42.4 萬 | 0.20% | 00.0% | 不變 |
| Riverwater Partners LLC | 3,739 | $42.6 萬 | 0.21% | −125−3.2% | 減碼 |
| Foster & Motley Inc | 3,743 | $42.6 萬 | 0.03% | −143−3.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 3,783 | $43.1 萬 | 0.00% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 3,799 | $43.3 萬 | 0.01% | +140+3.8% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,799 | $43.3 萬 | 0.05% | −1,288−25.3% | 減碼 |
| Catalyst Funds Management Pty Ltd | 3,800 | $43.3 萬 | 0.11% | −600−13.6% | 減碼 |
| West Tower Group, LLC | 3,800 | $43.3 萬 | 0.96% | +1,600+72.7% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,802 | $43.3 萬 | 0.03% | −6,064−61.5% | 減碼 |
| Harbour Trust & Investment Management Co | 3,811 | $43.4 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,816 | $43.5 萬 | 0.04% | −645−14.5% | 減碼 |
| Southland Equity Partners LLC | 3,818 | $43.5 萬 | 0.10% | +573+17.7% | 加碼 |
| Atlas Capital Advisors LLC | 3,820 | $43.5 萬 | 0.06% | −582−13.2% | 減碼 |
| Three Seasons Wealth, LLC | 3,826 | $43.6 萬 | 0.21% | 00.0% | 不變 |
| Montchanin Asset Management, LLC | 3,830 | $43.6 萬 | 0.42% | 00.0% | 不變 |
| Walleye Trading LLC | 3,835 | $43.7 萬 | 0.01% | −5,534−59.1% | 減碼 |
| Conning Inc. | 3,838 | $43.7 萬 | 0.02% | −55−1.4% | 減碼 |
| Spinnaker Trust | 3,838 | $43.7 萬 | 0.03% | +20+0.5% | 加碼 |
| Argyle Capital Partners, LLC | 3,847 | $43.8 萬 | 0.38% | +3,847 | 新進 |
| John G Ullman & Associates Inc | 3,850 | $43.9 萬 | 0.06% | −100−2.5% | 減碼 |
| Ballew Advisors, Inc | 3,803 | $44.1 萬 | 0.28% | −36−0.9% | 減碼 |
| Syntegra Private Wealth Group, LLC | 3,872 | $44.1 萬 | 0.05% | +24+0.6% | 加碼 |
| Princeton Global Asset Management LLC | 3,873 | $44.1 萬 | 0.08% | +4+0.1% | 加碼 |
| Nwam LLC | 3,876 | $44.2 萬 | 0.03% | +85+2.2% | 加碼 |
| New Century Financial Group, LLC | 3,813 | $44.3 萬 | 0.19% | −847−18.2% | 減碼 |
| Gryphon Financial Partners LLC | 3,886 | $44.3 萬 | 0.06% | −124−3.1% | 減碼 |
| Field & Main Bank | 3,888 | $44.3 萬 | 0.16% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 3,892 | $44.3 萬 | 0.02% | −231−5.6% | 減碼 |
| CWA Asset Management Group, LLC | 3,908 | $44.5 萬 | 0.02% | +2,055+110.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,915 | $44.6 萬 | 0.00% | −1,788−31.4% | 減碼 |
| Advisor OS, LLC | 3,955 | $45.1 萬 | 0.05% | −140−3.4% | 減碼 |
| Kolinsky Wealth Management, LLC | 3,968 | $45.2 萬 | 0.28% | +18+0.5% | 加碼 |
| Kuhn & Co Investment Counsel | 3,968 | $45.2 萬 | 0.38% | 00.0% | 不變 |
| Roof Eidam & Maycock | 3,972 | $45.3 萬 | 0.12% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 3,983 | $45.4 萬 | 0.02% | −745−15.8% | 減碼 |
| Vaughan David Investments LLC | 3,981 | $45.4 萬 | 0.01% | −400−9.1% | 減碼 |
| Change Path, LLC | 3,997 | $45.5 萬 | 0.01% | +300+8.1% | 加碼 |
| Outfitter Financial LLC | 4,000 | $45.6 萬 | 0.36% | 00.0% | 不變 |
| Payden & Rygel | 4,000 | $45.6 萬 | 0.04% | 00.0% | 不變 |
| Everpar Advisors LLC | 4,005 | $45.6 萬 | 0.23% | +96+2.5% | 加碼 |
| Bridges Investment Management Inc | 4,017 | $45.8 萬 | 0.01% | +4+0.1% | 加碼 |
| Cadinha & Co LLC | 4,020 | $45.8 萬 | 0.08% | −60−1.5% | 減碼 |
| Transcend Wealth Collective, LLC | 4,029 | $45.9 萬 | 0.03% | −323−7.4% | 減碼 |
| Clifford Group, LLC | 4,035 | $46.0 萬 | 0.35% | −274−6.4% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,052 | $46.2 萬 | 0.04% | −699−14.7% | 減碼 |
| Nilsine Partners, LLC | 4,059 | $46.2 萬 | 0.05% | +1,464+56.4% | 加碼 |
| Smart Portfolios, LLC | 4,070 | $46.4 萬 | 0.49% | −100−2.4% | 減碼 |
| Peoples Financial Services Corp. | 4,075 | $46.4 萬 | 0.22% | 00.0% | 不變 |
| Estabrook Capital Management | 4,109 | $46.8 萬 | 0.07% | 00.0% | 不變 |
| Burford Brothers, Inc. | 4,122 | $47.0 萬 | 0.23% | +20.0% | 加碼 |
| SAM Advisors, LLC | 4,136 | $47.1 萬 | 0.17% | 00.0% | 不變 |
| Campion Asset Management LLC | 4,137 | $47.1 萬 | 0.36% | −205−4.7% | 減碼 |
| Roberts Glore & Co Inc | 4,137 | $47.1 萬 | 0.14% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 4,145 | $47.2 萬 | 0.01% | +1,211+41.3% | 加碼 |
| Mill Capital Management, LLC | 4,145 | $47.2 萬 | 0.04% | 00.0% | 不變 |
| 111 Capital | 4,159 | $47.4 萬 | 0.10% | +4,159 | 新進 |
| OmniStar Financial Group, Inc. | 4,170 | $47.5 萬 | 0.38% | −1,368−24.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 4,171 | $47.5 萬 | 0.04% | +8+0.2% | 加碼 |