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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 30,454 | $347.0 萬 | 0.61% | −9,269−23.3% | 減碼 |
| First American Bank | 30,354 | $345.8 萬 | 0.24% | −2,667−8.1% | 減碼 |
| Virginia Wealth Management Group, Inc. | 30,313 | $345.4 萬 | 2.14% | +246+0.8% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 30,229 | $344.4 萬 | 2.13% | +30,229 | 新進 |
| Glass Wealth Management Co LLC | 30,109 | $343.0 萬 | 1.86% | −630−2.0% | 減碼 |
| Candriam Luxembourg S.C.A. | 30,062 | $342.5 萬 | 0.02% | 00.0% | 不變 |
| Two Sigma Investments, LP | 30,044 | $342.3 萬 | 0.01% | +30,044 | 新進 |
| Johnson Investment Counsel Inc | 29,985 | $341.6 萬 | 0.03% | −74−0.2% | 減碼 |
| Prospera Financial Services Inc | 29,959 | $341.5 萬 | 0.08% | +919+3.2% | 加碼 |
| Bessemer Group Inc | 29,603 | $337.2 萬 | 0.01% | −957−3.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 29,532 | $336.5 萬 | 0.03% | +1,236+4.4% | 加碼 |
| Ellerson Group Inc | 29,421 | $335.2 萬 | 2.45% | +922+3.2% | 加碼 |
| Baxter Bros Inc | 29,150 | $332.1 萬 | 0.43% | −637−2.1% | 減碼 |
| Kentucky Retirement Systems | 28,764 | $327.7 萬 | 0.10% | −396−1.4% | 減碼 |
| Resources Investment Advisors, LLC. | 28,752 | $327.6 萬 | 0.04% | −2,074−6.7% | 減碼 |
| Strategic Planning Group, LLC | 28,574 | $325.5 萬 | 0.60% | +1,857+7.0% | 加碼 |
| German American Bancorp, Inc. | 28,254 | $321.9 萬 | 0.34% | −30.0% | 減碼 |
| Acadian Asset Management LLC | 28,239 | $321.6 萬 | 0.01% | +18,873+201.5% | 加碼 |
| Central Trust Co | 28,084 | $320.0 萬 | 0.08% | −10.0% | 減碼 |
| Riverview Capital Advisers, LLC | 27,875 | $317.6 萬 | 0.96% | −100−0.4% | 減碼 |
| Independent Advisor Alliance | 27,740 | $316.0 萬 | 0.04% | +2,755+11.0% | 加碼 |
| Generali Asset Management SPA SGR | 27,610 | $314.6 萬 | 0.08% | +27,610 | 新進 |
| Citizens National Bank Trust Department | 27,234 | $310.3 萬 | 0.66% | −350−1.3% | 減碼 |
| Sciencast Management LP | 26,721 | $304.4 萬 | 0.83% | +26,721 | 新進 |
| Hilltop Holdings Inc. | 26,655 | $303.7 萬 | 0.19% | +374+1.4% | 加碼 |
| Everence Capital Management Inc | 26,620 | $303.3 萬 | 0.20% | +26,620 | 新進 |
| Tocqueville Asset Management L.P. | 26,617 | $303.2 萬 | 0.05% | −111−0.4% | 減碼 |
| Voleon Capital Management LP | 26,475 | $301.6 萬 | 0.22% | +26,475 | 新進 |
| TownSquare Capital, LLC | 26,474 | $301.6 萬 | 0.03% | +2,349+9.7% | 加碼 |
| Natixis | 26,417 | $301.0 萬 | 0.02% | −179,761−87.2% | 減碼 |
| Capstone Investment Advisors, LLC | 26,385 | $300.6 萬 | 0.03% | +14,061+114.1% | 加碼 |
| TD Private Client Wealth LLC | 26,211 | $298.6 萬 | 0.08% | −1,196−4.4% | 減碼 |
| Principle Wealth Partners LLC | 26,204 | $298.5 萬 | 0.21% | +57+0.2% | 加碼 |
| Sonora Investment Management Group, LLC | 26,196 | $298.5 萬 | 0.23% | +4,844+22.7% | 加碼 |
| NEOS Investment Management LLC | 26,087 | $297.2 萬 | 0.07% | +6,221+31.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 25,849 | $294.5 萬 | 0.03% | −950−3.5% | 減碼 |
| Cardinal Capital Management | 25,810 | $294.1 萬 | 0.46% | +372+1.5% | 加碼 |
| Aptus Capital Advisors, LLC | 25,729 | $293.1 萬 | 0.03% | +18,142+239.1% | 加碼 |
| Hartford Investment Management Co | 25,476 | $290.2 萬 | 0.10% | −855−3.2% | 減碼 |
| Equitable Trust Co | 25,329 | $288.6 萬 | 0.16% | +492+2.0% | 加碼 |
| Fifth Third Bancorp | 25,239 | $287.5 萬 | 0.01% | −7,331−22.5% | 減碼 |
| Metis Global Partners, LLC | 25,151 | $286.5 萬 | 0.09% | +1,848+7.9% | 加碼 |
| Woodline Partners LP | 24,802 | $282.6 萬 | 0.02% | +24,802 | 新進 |
| Cyndeo Wealth Partners, LLC | 24,791 | $282.4 萬 | 0.19% | +3,533+16.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 24,655 | $280.9 萬 | 0.10% | −41−0.2% | 減碼 |
| Herold Advisors, Inc. | 24,521 | $279.4 萬 | 0.61% | −1,014−4.0% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24,231 | $276.1 萬 | 0.56% | +6,442+36.2% | 加碼 |
| Ieq Capital, LLC | 23,999 | $273.4 萬 | 0.03% | +9,124+61.3% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 23,971 | $273.1 萬 | 0.84% | +120+0.5% | 加碼 |
| Fundamentun, LLC | 23,921 | $272.5 萬 | 0.16% | −1,604−6.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 23,899 | $272.3 萬 | 0.09% | −322−1.3% | 減碼 |
| WCM Investment Management, LLC | 24,233 | $271.4 萬 | 0.01% | +14,343+145.0% | 加碼 |
| Davenport & Co LLC | 23,793 | $271.1 萬 | 0.02% | +249+1.1% | 加碼 |
| RSM US Wealth Management LLC | 24,075 | $270.6 萬 | 0.04% | +6,497+37.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 23,700 | $270.0 萬 | 0.04% | +302+1.3% | 加碼 |
| M&G Plc | 23,616 | $269.2 萬 | 0.02% | 00.0% | 不變 |
| Richard Bernstein Advisors LLC | 23,493 | $267.7 萬 | 0.06% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 22,977 | $261.8 萬 | 0.05% | −313−1.3% | 減碼 |
| Toroso Investments, LLC | 22,916 | $261.1 萬 | 0.02% | +1,393+6.5% | 加碼 |
| Norinchukin Bank, The | 22,812 | $259.9 萬 | 0.05% | +3,428+17.7% | 加碼 |
| Sendero Wealth Management, LLC | 22,746 | $259.1 萬 | 0.39% | −17,755−43.8% | 減碼 |
| CIBC World Markets Inc. | 22,686 | $258.5 萬 | 0.01% | −9,953−30.5% | 減碼 |
| HB Wealth Management, LLC | 22,539 | $256.8 萬 | 0.03% | +2,768+14.0% | 加碼 |
| Rockline Wealth Management, LLC | 22,464 | $255.9 萬 | 0.68% | +1,234+5.8% | 加碼 |
| Commerzbank Aktiengesellschaft | 22,744 | $254.8 萬 | 0.06% | −1,556−6.4% | 減碼 |
| Louisiana State Employees Retirement System | 22,200 | $252.9 萬 | 0.05% | −1,400−5.9% | 減碼 |
| Securian Asset Management, Inc | 22,195 | $252.9 萬 | 0.07% | −954−4.1% | 減碼 |
| River Wealth Advisors LLC | 22,157 | $252.4 萬 | 0.33% | −1,791−7.5% | 減碼 |
| Maryland State Retirement & Pension System | 22,043 | $251.1 萬 | 0.05% | −2,221−9.2% | 減碼 |
| Financial Counselors Inc | 22,029 | $251.0 萬 | 0.04% | −51−0.2% | 減碼 |
| Trexquant Investment LP | 21,858 | $249.0 萬 | 0.03% | −58,928−72.9% | 減碼 |
| Mediolanum International Funds Ltd | 22,191 | $247.9 萬 | 0.03% | +7,041+46.5% | 加碼 |
| Americana Partners, LLC | 21,662 | $246.8 萬 | 0.10% | −760−3.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 21,537 | $245.4 萬 | 0.09% | +411+1.9% | 加碼 |
| Wolverine Trading, LLC | 21,818 | $244.3 萬 | 0.05% | −18,656−46.1% | 減碼 |
| Groupama Asset Managment | 21,800 | $244.1 萬 | 0.05% | +11,360+108.8% | 加碼 |
| FourThought Financial Partners, LLC | 21,382 | $243.6 萬 | 0.25% | −27,365−56.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 21,374 | $243.5 萬 | 0.07% | −1,414−6.2% | 減碼 |
| SWS Partners | 21,347 | $243.2 萬 | 0.74% | +2,685+14.4% | 加碼 |
| J. Safra Sarasin Holding AG | 21,279 | $242.4 萬 | 0.04% | +21,279 | 新進 |
| Icon Wealth Advisors, LLC | 21,241 | $242.0 萬 | 0.20% | +1,557+7.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 21,057 | $239.9 萬 | 0.15% | +4,419+26.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 20,952 | $238.7 萬 | 0.06% | +6,167+41.7% | 加碼 |
| First Nebraska Trust Co | 20,748 | $236.4 萬 | 0.23% | +356+1.7% | 加碼 |
| DCM Advisors, LLC | 20,724 | $236.1 萬 | 1.11% | +979+5.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 20,679 | $235.6 萬 | 0.06% | +105+0.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 20,668 | $235.5 萬 | 0.02% | +50+0.2% | 加碼 |
| Becker Capital Management Inc | 20,610 | $234.8 萬 | 0.08% | −73−0.4% | 減碼 |
| Brookstone Capital Management | 20,564 | $234.3 萬 | 0.03% | −1,563−7.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 20,554 | $234.2 萬 | 0.16% | +1,645+8.7% | 加碼 |
| Cheviot Value Management, LLC | 20,551 | $234.1 萬 | 0.45% | +387+1.9% | 加碼 |
| GTS Securities LLC | 20,434 | $232.8 萬 | 0.11% | +14,856+266.3% | 加碼 |
| Community Bank, N.A. | 20,157 | $229.6 萬 | 0.29% | +3,180+18.7% | 加碼 |
| International Assets Investment Management, LLC | 20,017 | $229.0 萬 | 0.19% | +20,017 | 新進 |
| Cresset Asset Management, LLC | 20,022 | $228.1 萬 | 0.01% | −28,260−58.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 20,018 | $228.1 萬 | 0.05% | +11,855+145.2% | 加碼 |
| Mattern Wealth Management LLC | 19,988 | $227.7 萬 | 0.50% | −919−4.4% | 減碼 |
| Argyle Capital Management Inc. | 19,937 | $227.1 萬 | 0.89% | +1,151+6.1% | 加碼 |
| New Mexico Educational Retirement Board | 19,928 | $227.0 萬 | 0.08% | −800−3.9% | 減碼 |
| Patten & Patten Inc | 19,923 | $227.0 萬 | 0.15% | −218−1.1% | 減碼 |