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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 47,774 | $544.3 萬 | 0.06% | +3,905+8.9% | 加碼 |
| Thrivent Financial for Lutherans | 46,899 | $542.5 萬 | 0.01% | −17,537−27.2% | 減碼 |
| Mirador Capital Partners LP | 47,215 | $537.9 萬 | 0.98% | −334−0.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 47,201 | $537.8 萬 | 0.06% | −796−1.7% | 減碼 |
| State of Alaska, Department of Revenue | 47,086 | $536.4 萬 | 0.06% | −14,997−24.2% | 減碼 |
| Oppenheimer & Co Inc | 46,953 | $534.9 萬 | 0.08% | +4,515+10.6% | 加碼 |
| Lido Advisors, LLC | 46,741 | $532.5 萬 | 0.03% | +1,507+3.3% | 加碼 |
| Stolper Co | 46,284 | $527.3 萬 | 1.76% | +695+1.5% | 加碼 |
| MAI Capital Management | 46,125 | $525.5 萬 | 0.04% | +25,641+125.2% | 加碼 |
| Buckingham Capital Management, Inc. | 45,684 | $520.5 萬 | 0.60% | −926−2.0% | 減碼 |
| Wealthfront Advisers LLC | 45,369 | $516.9 萬 | 0.02% | −6,588−12.7% | 減碼 |
| Sienna Gestion | 43,869 | $499.7 萬 | 0.34% | 00.0% | 不變 |
| Stablepoint Partners, LLC | 43,739 | $498.3 萬 | 0.91% | +720+1.7% | 加碼 |
| Mountain Hill Investment Partners Corp. | 43,315 | $493.5 萬 | 5.03% | +43,315 | 新進 |
| Squarepoint Ops LLC | 43,178 | $491.9 萬 | 0.01% | −180,473−80.7% | 減碼 |
| Colonial Trust Advisors | 42,482 | $484.0 萬 | 0.43% | −1,309−3.0% | 減碼 |
| Mackenzie Financial Corp | 42,439 | $483.5 萬 | 0.01% | +5,233+14.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 42,705 | $480.3 萬 | 0.02% | +8,517+24.9% | 加碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $480.0 萬 | 1.43% | 00.0% | 不變 |
| King Luther Capital Management Corp | 42,095 | $479.6 萬 | 0.02% | +755+1.8% | 加碼 |
| Atlantic Union Bankshares Corp | 42,013 | $478.7 萬 | 0.28% | −1,231−2.8% | 減碼 |
| CCM Investment Group, LLC | 42,430 | $475.2 萬 | 0.52% | +42,430 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 41,684 | $474.9 萬 | 0.01% | −3,147−7.0% | 減碼 |
| QRG Capital Management, Inc. | 41,657 | $474.6 萬 | 0.05% | −22,453−35.0% | 減碼 |
| Kesler, Norman & Wride, LLC | 41,468 | $472.4 萬 | 1.02% | −1,139−2.7% | 減碼 |
| Salem Investment Counselors Inc | 41,264 | $470.1 萬 | 0.15% | −8,648−17.3% | 減碼 |
| Kingsview Wealth Management, LLC | 40,795 | $464.8 萬 | 0.09% | +281+0.7% | 加碼 |
| Nations Financial Group Inc, | 40,727 | $464.0 萬 | 0.34% | −3,585−8.1% | 減碼 |
| Nkcfo LLC | 40,500 | $461.4 萬 | 2.03% | 00.0% | 不變 |
| Montgomery Investment Management Inc | 40,485 | $461.2 萬 | 1.82% | −50−0.1% | 減碼 |
| Coldstream Capital Management Inc | 40,235 | $458.4 萬 | 0.10% | +1,349+3.5% | 加碼 |
| Berger Financial Group, Inc | 39,916 | $454.8 萬 | 0.31% | +893+2.3% | 加碼 |
| Intech Investment Management LLC | 39,322 | $448.0 萬 | 0.04% | −137,938−77.8% | 減碼 |
| Mizuho Securities USA LLC | 39,142 | $445.9 萬 | 0.08% | +12,000+44.2% | 加碼 |
| Trajan Wealth LLC | 39,120 | $445.7 萬 | 0.25% | +3,903+11.1% | 加碼 |
| JustInvest LLC | 39,032 | $444.7 萬 | 0.07% | +1,552+4.1% | 加碼 |
| Cercano Management LLC | 38,959 | $443.9 萬 | 0.11% | +38,959 | 新進 |
| Huntington National Bank | 38,687 | $440.8 萬 | 0.03% | −243−0.6% | 減碼 |
| Quantinno Capital Management LP | 38,665 | $440.5 萬 | 0.04% | +12,567+48.2% | 加碼 |
| Meyer Handelman Co | 38,609 | $439.9 萬 | 0.15% | −863−2.2% | 減碼 |
| Eisler Capital Management Ltd. | 38,169 | $436.8 萬 | 0.15% | +38,169 | 新進 |
| Cozad Asset Management Inc | 38,320 | $436.6 萬 | 0.41% | +1,037+2.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 38,199 | $435.2 萬 | 0.09% | −2,098−5.2% | 減碼 |
| Rothschild Investment LLC | 38,152 | $434.7 萬 | 0.28% | +34+0.1% | 加碼 |
| Virtu Financial LLC | 38,140 | $434.5 萬 | 0.23% | +38,140 | 新進 |
| Cary Street Partners Financial LLC | 38,034 | $433.3 萬 | 0.14% | +38,034 | 新進 |
| Farmers & Merchants Investments Inc | 37,994 | $432.9 萬 | 0.14% | −1,171−3.0% | 減碼 |
| Colonial Trust Co | 37,932 | $432.2 萬 | 0.64% | +345+0.9% | 加碼 |
| Heritage Trust Co | 37,700 | $429.5 萬 | 0.51% | +37,700 | 新進 |
| Shorepoint Capital Partners LLC | 37,657 | $429.0 萬 | 0.98% | +627+1.7% | 加碼 |
| Parsons Capital Management Inc | 37,511 | $427.4 萬 | 0.23% | +9,412+33.5% | 加碼 |
| Level Four Advisory Services, LLC | 37,458 | $426.8 萬 | 0.17% | +827+2.3% | 加碼 |
| HM Payson & Co | 37,326 | $425.3 萬 | 0.07% | −228−0.6% | 減碼 |
| First Manhattan Co | 26,459 | $424.6 萬 | 0.01% | +10,926+70.3% | 加碼 |
| Bremer Bank National Association | 36,965 | $421.1 萬 | 0.83% | +12,326+50.0% | 加碼 |
| Umb Bank N A | 36,935 | $420.8 萬 | 0.07% | −2,496−6.3% | 減碼 |
| Private Advisor Group, LLC | 36,890 | $420.3 萬 | 0.02% | +1,975+5.7% | 加碼 |
| Brady Family Wealth, LLC | 36,628 | $417.3 萬 | 1.28% | −419−1.1% | 減碼 |
| Bokf, NA | 36,565 | $416.6 萬 | 0.07% | +63+0.2% | 加碼 |
| Ancora Advisors, LLC | 36,388 | $414.6 萬 | 0.09% | −1,137−3.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 36,269 | $412.3 萬 | 0.04% | −541−1.5% | 減碼 |
| Invesco, LLC | 35,906 | $409.1 萬 | 1.63% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 35,674 | $406.4 萬 | 0.13% | −1,690−4.5% | 減碼 |
| Swiss Life Asset Management Ltd | 35,656 | $405.6 萬 | 0.03% | +18,853+112.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 35,429 | $403.6 萬 | 0.07% | −350−1.0% | 減碼 |
| Vontobel Holding Ltd. | 35,377 | $403.1 萬 | 0.01% | +3,953+12.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 35,248 | $401.6 萬 | 0.00% | −6,058−14.7% | 減碼 |
| KBC Group NV | 35,202 | $401.0 萬 | 0.01% | −16,298−31.6% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 34,956 | $398.3 萬 | 0.58% | +2,601+8.0% | 加碼 |
| Bryn Mawr Trust Co | 34,915 | $397.8 萬 | 0.07% | +1,057+3.1% | 加碼 |
| Beacon Financial Group | 34,779 | $396.2 萬 | 0.43% | −2,758−7.3% | 減碼 |
| United Capital Financial Advisers, LLC | 34,770 | $396.1 萬 | 0.03% | −1,313−3.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 34,540 | $393.5 萬 | 0.02% | −2,660−7.2% | 減碼 |
| Quadrature Capital Ltd | 34,486 | $392.8 萬 | 0.08% | −50,831−59.6% | 減碼 |
| Altrius Capital Management Inc | 34,446 | $392.5 萬 | 1.05% | +1,881+5.8% | 加碼 |
| Weiss Asset Management LP | 34,364 | $391.5 萬 | 0.09% | −224,610−86.7% | 減碼 |
| Jones Financial Companies LLLP | 34,303 | $390.8 萬 | 0.00% | +9,959+40.9% | 加碼 |
| Unigestion Holding SA | 34,231 | $390.0 萬 | 0.22% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 33,802 | $385.1 萬 | 0.08% | +12,147+56.1% | 加碼 |
| Opus Investment Management Inc | 33,800 | $385.1 萬 | 2.84% | 00.0% | 不變 |
| Community Bank & Trust, Waco, Texas | 33,523 | $381.9 萬 | 0.88% | +395+1.2% | 加碼 |
| Clearbridge Investments, LLC | 33,517 | $381.9 萬 | 0.00% | +534+1.6% | 加碼 |
| Chatham Capital Group, Inc. | 33,480 | $381.4 萬 | 0.63% | −500−1.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 33,192 | $378.1 萬 | 0.10% | −387−1.2% | 減碼 |
| Pinnacle Associates Ltd | 33,143 | $377.6 萬 | 0.05% | −1,818−5.2% | 減碼 |
| TD Waterhouse Canada Inc. | 33,022 | $376.1 萬 | 0.03% | +275+0.8% | 加碼 |
| Alpha Omega Wealth Management LLC | 32,938 | $375.3 萬 | 0.71% | +664+2.1% | 加碼 |
| Benjamin Edwards Inc | 32,839 | $374.2 萬 | 0.05% | +2,767+9.2% | 加碼 |
| UniSuper Management Pty Ltd | 32,747 | $373.1 萬 | 0.03% | +6,662+25.5% | 加碼 |
| Northeast Financial Consultants Inc | 32,720 | $372.8 萬 | 0.16% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 32,535 | $370.7 萬 | 0.17% | +3,341+11.4% | 加碼 |
| Canal Insurance CO | 32,500 | $370.3 萬 | 0.96% | 00.0% | 不變 |
| McDonald Partners LLC | 32,486 | $370.1 萬 | 0.95% | +866+2.7% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 32,177 | $366.6 萬 | 0.53% | +32,177 | 新進 |
| Ashton Thomas Private Wealth, LLC | 31,890 | $363.3 萬 | 0.14% | +945+3.1% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,308 | $356.7 萬 | 0.97% | −349−1.1% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 31,240 | $355.9 萬 | 0.10% | −1,401−4.3% | 減碼 |
| SevenBridge Financial Group, LLC | 27,208 | $352.5 萬 | 0.67% | +2,851+11.7% | 加碼 |
| CWM, LLC | 30,849 | $351.5 萬 | 0.01% | +2,231+7.8% | 加碼 |
| DT Investment Partners, LLC | 30,774 | $350.6 萬 | 0.30% | −30,130−49.5% | 減碼 |