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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 5,137 | $58.5 萬 | 0.05% | −5−0.1% | 減碼 |
| Larson Financial Group LLC | 5,133 | $58.5 萬 | 0.03% | +600+13.2% | 加碼 |
| Atomi Financial Group, Inc. | 5,122 | $58.4 萬 | 0.03% | −678−11.7% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,103 | $58.1 萬 | 0.09% | −554−9.8% | 減碼 |
| EPG Wealth Management LLC | 5,086 | $57.9 萬 | 0.15% | +191+3.9% | 加碼 |
| Archer Investment Corp | 5,074 | $57.8 萬 | 0.15% | +3,501+222.6% | 加碼 |
| Harbor Investment Advisory, LLC | 5,072 | $57.8 萬 | 0.05% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 5,053 | $57.6 萬 | 0.24% | +5,053 | 新進 |
| Abundance Wealth Counselors | 5,043 | $57.5 萬 | 0.13% | −81−1.6% | 減碼 |
| Charter Trust Co | 5,038 | $57.4 萬 | 0.04% | 00.0% | 不變 |
| Augustine Asset Management Inc | 5,022 | $57.2 萬 | 0.15% | +5,022 | 新進 |
| Merrion Investment Management Co, LLC | 5,000 | $57.0 萬 | 0.40% | −350−6.5% | 減碼 |
| Bryce Point Capital, LLC | 4,996 | $56.9 萬 | 0.16% | +4,996 | 新進 |
| Exchange Traded Concepts, LLC | 4,994 | $56.9 萬 | 0.01% | −489−8.9% | 減碼 |
| Ameritas Advisory Services, LLC | 4,983 | $56.8 萬 | 0.02% | −1,652−24.9% | 減碼 |
| Garrison Point Advisors, LLC | 4,955 | $56.5 萬 | 0.27% | 00.0% | 不變 |
| Islay Capital Management, LLC | 4,935 | $56.2 萬 | 0.39% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,934 | $56.2 萬 | 0.03% | +239+5.1% | 加碼 |
| Probity Advisors, Inc. | 4,928 | $56.1 萬 | 0.11% | +142+3.0% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,831 | $56.0 萬 | 0.26% | +4+0.1% | 加碼 |
| CFS Investment Advisory Services, LLC | 4,885 | $55.7 萬 | 0.05% | −10−0.2% | 減碼 |
| Centiva Capital, LP | 4,884 | $55.6 萬 | 0.02% | −7,072−59.2% | 減碼 |
| Elm3 Financial Group, LLC | 4,881 | $55.6 萬 | 0.47% | +4,881 | 新進 |
| Jackson Hole Capital Partners, LLC | 4,877 | $55.6 萬 | 0.11% | +3+0.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 4,872 | $55.5 萬 | 0.05% | +120+2.5% | 加碼 |
| Flputnam Investment Management Co | 4,863 | $55.4 萬 | 0.01% | −47−1.0% | 減碼 |
| Moment Partners, LLC | 4,841 | $55.2 萬 | 0.11% | +4,841 | 新進 |
| Lincoln Capital LLC | 4,841 | $55.2 萬 | 0.12% | +19+0.4% | 加碼 |
| Financial Advisory Service, Inc. | 4,825 | $55.0 萬 | 0.05% | −121−2.4% | 減碼 |
| Fulton Bank, N.A. | 4,792 | $54.6 萬 | 0.02% | +404+9.2% | 加碼 |
| Trust Co of Vermont | 4,780 | $54.5 萬 | 0.03% | +157+3.4% | 加碼 |
| Investors Research Corp | 4,776 | $54.4 萬 | 0.12% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 4,749 | $54.1 萬 | 0.04% | −2,755−36.7% | 減碼 |
| Waldron Private Wealth LLC | 4,732 | $53.9 萬 | 0.02% | −347−6.8% | 減碼 |
| Ci Investments Inc. | 4,735 | $53.9 萬 | 0.00% | +2,742+137.6% | 加碼 |
| KCM Investment Advisors LLC | 4,727 | $53.9 萬 | 0.02% | 00.0% | 不變 |
| Banco Santander, S.A. | 4,707 | $53.6 萬 | 0.01% | +4,707 | 新進 |
| Foundations Investment Advisors, LLC | 4,700 | $53.6 萬 | 0.01% | +721+18.1% | 加碼 |
| Autumn Glory Partners, LLC | 4,690 | $53.4 萬 | 0.26% | −1,050−18.3% | 減碼 |
| North Star Investment Management Corp. | 4,678 | $53.3 萬 | 0.04% | +4+0.1% | 加碼 |
| Atlas Legacy Advisors, LLC | 4,657 | $53.1 萬 | 0.13% | +4,657 | 新進 |
| Inceptionr LLC | 4,653 | $53.0 萬 | 0.12% | +1,828+64.7% | 加碼 |
| Means Investment Co., Inc. | 4,651 | $53.0 萬 | 0.06% | −18−0.4% | 減碼 |
| LVM Capital Management Ltd | 4,645 | $52.9 萬 | 0.06% | −77−1.6% | 減碼 |
| Dynasty Wealth Management, LLC | 4,636 | $52.8 萬 | 0.01% | −1,854−28.6% | 減碼 |
| Canada Post Corp Registered Pension Plan | 4,616 | $52.6 萬 | 0.03% | +4,616 | 新進 |
| S.A. Mason LLC | 4,579 | $52.2 萬 | 0.27% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 4,574 | $52.1 萬 | 0.02% | −287−5.9% | 減碼 |
| Connecticut Wealth Management, LLC | 4,561 | $52.0 萬 | 0.03% | −2,400−34.5% | 減碼 |
| Dogwood Wealth Management LLC | 4,559 | $51.9 萬 | 0.27% | +693+17.9% | 加碼 |
| Invst, LLC | 4,554 | $51.9 萬 | 0.06% | −1,647−26.6% | 減碼 |
| Strategic Wealth Designers | 6,465 | $51.6 萬 | 0.03% | +6,465 | 新進 |
| Nikko Asset Management Americas, Inc. | 4,490 | $51.2 萬 | 0.01% | −661−12.8% | 減碼 |
| Quadrant Capital Group LLC | 4,481 | $51.1 萬 | 0.04% | −605−11.9% | 減碼 |
| Generali Investments, Management Co LLC | 4,462 | $50.8 萬 | 0.13% | +4,462 | 新進 |
| Boston Private Wealth LLC | 4,453 | $50.7 萬 | 0.01% | +4,453 | 新進 |
| Sunbelt Securities, Inc. | 4,510 | $50.5 萬 | 0.04% | +483+12.0% | 加碼 |
| Peregrine Asset Advisers, Inc. | 4,430 | $50.5 萬 | 0.19% | 00.0% | 不變 |
| Net Worth Advisory Group | 4,427 | $50.4 萬 | 0.15% | −1,242−21.9% | 減碼 |
| Richwood Investment Advisors, LLC | 4,425 | $50.4 萬 | 0.42% | −155−3.4% | 減碼 |
| Patron Partners Advisors, LLC | 4,411 | $50.3 萬 | 0.27% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 4,384 | $49.9 萬 | 0.01% | −229−5.0% | 減碼 |
| Geneos Wealth Management Inc. | 4,375 | $49.9 萬 | 0.02% | +9+0.2% | 加碼 |
| NVWM, LLC | 4,370 | $49.8 萬 | 0.13% | −3,885−47.1% | 減碼 |
| Cigna Investments Inc | 4,314 | $49.1 萬 | 0.09% | −80−1.8% | 減碼 |
| Old Point Trust & Financial Services N A | 4,309 | $49.1 萬 | 0.17% | 00.0% | 不變 |
| Bennett Associates Wealth Management | 4,300 | $49.0 萬 | 0.41% | +421+10.9% | 加碼 |
| WP Advisors, LLC | 4,282 | $48.8 萬 | 0.16% | +537+14.3% | 加碼 |
| 49 Wealth Management, LLC | 4,260 | $48.5 萬 | 0.07% | +46+1.1% | 加碼 |
| Citizens Financial Group Inc | 4,247 | $48.4 萬 | 0.01% | −1,651−28.0% | 減碼 |
| West Paces Advisors Inc. | 4,241 | $48.3 萬 | 0.12% | −438−9.4% | 減碼 |
| Angeles Wealth Management, LLC | 4,235 | $48.2 萬 | 0.04% | −10.0% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,233 | $48.2 萬 | 0.04% | −27,351−86.6% | 減碼 |
| Evergreen Capital Management LLC | 4,231 | $48.2 萬 | 0.02% | −152−3.5% | 減碼 |
| Pitcairn Co | 4,229 | $48.2 萬 | 0.03% | +12+0.3% | 加碼 |
| SignalPoint Asset Management, LLC | 4,228 | $48.2 萬 | 0.12% | −21−0.5% | 減碼 |
| Quest Partners LLC | 4,208 | $47.9 萬 | 0.06% | +959+29.5% | 加碼 |
| J2 Capital Management Inc | 4,199 | $47.8 萬 | 0.45% | +4,199 | 新進 |
| Johnson & White Wealth Management, LLC | 4,180 | $47.8 萬 | 0.29% | +4,180 | 新進 |
| Vanguard Capital Wealth Advisors | 4,190 | $47.7 萬 | 0.52% | −1,898−31.2% | 減碼 |
| WESPAC Advisors, LLC | 4,185 | $47.7 萬 | 0.35% | +235+5.9% | 加碼 |
| Lighthouse Investment Partners, LLC | 4,180 | $47.6 萬 | 0.02% | +4,180 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 4,171 | $47.5 萬 | 0.04% | +8+0.2% | 加碼 |
| OmniStar Financial Group, Inc. | 4,170 | $47.5 萬 | 0.38% | −1,368−24.7% | 減碼 |
| 111 Capital | 4,159 | $47.4 萬 | 0.10% | +4,159 | 新進 |
| Mill Capital Management, LLC | 4,145 | $47.2 萬 | 0.04% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 4,145 | $47.2 萬 | 0.01% | +1,211+41.3% | 加碼 |
| 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 |
| SAM Advisors, LLC | 4,136 | $47.1 萬 | 0.17% | 00.0% | 不變 |
| Burford Brothers, Inc. | 4,122 | $47.0 萬 | 0.23% | +20.0% | 加碼 |
| Estabrook Capital Management | 4,109 | $46.8 萬 | 0.07% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 4,075 | $46.4 萬 | 0.22% | 00.0% | 不變 |
| Smart Portfolios, LLC | 4,070 | $46.4 萬 | 0.49% | −100−2.4% | 減碼 |
| Nilsine Partners, LLC | 4,059 | $46.2 萬 | 0.05% | +1,464+56.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,052 | $46.2 萬 | 0.04% | −699−14.7% | 減碼 |
| Clifford Group, LLC | 4,035 | $46.0 萬 | 0.35% | −274−6.4% | 減碼 |
| Transcend Wealth Collective, LLC | 4,029 | $45.9 萬 | 0.03% | −323−7.4% | 減碼 |
| Cadinha & Co LLC | 4,020 | $45.8 萬 | 0.08% | −60−1.5% | 減碼 |
| Bridges Investment Management Inc | 4,017 | $45.8 萬 | 0.01% | +4+0.1% | 加碼 |