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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 19,883 | $226.5 萬 | 0.73% | −86−0.4% | 減碼 |
| Intrust Bank NA | 19,860 | $226.3 萬 | 0.23% | 00.0% | 不變 |
| Somerset Trust Co | 19,802 | $225.6 萬 | 0.85% | +612+3.2% | 加碼 |
| Hartford Financial Management Inc. | 19,796 | $225.5 萬 | 0.46% | −107−0.5% | 減碼 |
| Summit Financial, LLC | 19,741 | $224.9 萬 | 0.08% | −122−0.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 19,553 | $222.8 萬 | 0.03% | −816−4.0% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 19,436 | $221.4 萬 | 1.03% | +1,029+5.6% | 加碼 |
| Stock Yards Bank & Trust Co | 19,410 | $221.1 萬 | 0.08% | −3,358−14.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 19,288 | $219.8 萬 | 0.03% | +457+2.4% | 加碼 |
| Atria Investments LLC | 19,253 | $219.4 萬 | 0.03% | −6,232−24.5% | 減碼 |
| Brinker Capital Investments, LLC | 19,117 | $217.8 萬 | 0.02% | +575+3.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 19,117 | $217.8 萬 | 0.02% | +575+3.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 19,075 | $217.3 萬 | 0.04% | −1,796−8.6% | 減碼 |
| City Holding Co | 19,065 | $217.2 萬 | 0.31% | +60.0% | 加碼 |
| PFW Advisors LLC | 18,895 | $215.3 萬 | 0.66% | +18,895 | 新進 |
| Synovus Financial Corp | 18,712 | $213.3 萬 | 0.03% | −7,842−29.5% | 減碼 |
| Regions Financial Corp | 18,540 | $211.2 萬 | 0.02% | −1,621−8.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 18,414 | $209.8 萬 | 0.06% | −95−0.5% | 減碼 |
| Wisconsin Capital Management LLC | 18,330 | $208.8 萬 | 1.15% | −2,545−12.2% | 減碼 |
| Omers Administration Corp | 18,282 | $208.3 萬 | 0.02% | +2,993+19.6% | 加碼 |
| Cherokee Insurance Co | 18,150 | $206.8 萬 | 0.94% | +18,150 | 新進 |
| Avantax Planning Partners, Inc. | 18,149 | $206.8 萬 | 0.07% | −191−1.0% | 減碼 |
| KMG Fiduciary Partners, LLC | 18,017 | $205.3 萬 | 0.17% | +2,960+19.7% | 加碼 |
| Burney Co | 18,009 | $205.2 萬 | 0.07% | −13,003−41.9% | 減碼 |
| Snowden Capital Advisors LLC | 17,980 | $204.8 萬 | 0.06% | −661−3.5% | 減碼 |
| National Asset Management, Inc. | 17,968 | $204.7 萬 | 0.07% | −2,337−11.5% | 減碼 |
| F/M Investments LLC | 17,788 | $202.7 萬 | 0.07% | +3,646+25.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 17,767 | $202.4 萬 | 0.03% | −555−3.0% | 減碼 |
| Convergence Investment Partners, LLC | 17,756 | $202.3 萬 | 0.45% | −55−0.3% | 減碼 |
| Mutual Advisors, LLC | 16,852 | $201.6 萬 | 0.06% | +2,301+15.8% | 加碼 |
| Vestcor Inc | 17,690 | $201.5 萬 | 0.07% | +1,273+7.8% | 加碼 |
| Tiaa Trust, National Association | 17,605 | $200.6 萬 | 0.01% | −22−0.1% | 減碼 |
| HBK Sorce Advisory LLC | 17,574 | $200.2 萬 | 0.06% | +143+0.8% | 加碼 |
| XML Financial, LLC | 17,503 | $199.4 萬 | 0.18% | −336−1.9% | 減碼 |
| Clifford Swan Investment Counsel LLC | 17,452 | $198.8 萬 | 0.07% | 00.0% | 不變 |
| Profund Advisors LLC | 17,347 | $197.6 萬 | 0.07% | −4,038−18.9% | 減碼 |
| Cobblestone Capital Advisors LLC | 17,325 | $197.4 萬 | 0.11% | −223−1.3% | 減碼 |
| Hancock Whitney Corp | 17,271 | $196.8 萬 | 0.06% | +600+3.6% | 加碼 |
| Moser Wealth Advisors, LLC | 17,220 | $196.2 萬 | 1.02% | −192−1.1% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $195.0 萬 | 0.20% | +17,120 | 新進 |
| Auxier Asset Management | 17,017 | $193.9 萬 | 0.30% | −453−2.6% | 減碼 |
| Vinva Investment Management Ltd | 17,242 | $193.1 萬 | 0.08% | +11,897+222.6% | 加碼 |
| Carret Asset Management, LLC | 16,836 | $191.8 萬 | 0.21% | −20.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 16,827 | $191.7 萬 | 0.11% | +5,752+51.9% | 加碼 |
| Principal Securities, Inc. | 16,739 | $190.7 萬 | 0.04% | +484+3.0% | 加碼 |
| Northside Capital Management, LLC | 16,725 | $190.5 萬 | 0.51% | 00.0% | 不變 |
| Huntleigh Advisors, Inc. | 16,708 | $190.4 萬 | 0.41% | +16,708 | 新進 |
| Keystone Wealth Services, LLC | 16,683 | $190.1 萬 | 0.50% | −600−3.5% | 減碼 |
| Everett Harris & Co | 16,642 | $189.6 萬 | 0.02% | +464+2.9% | 加碼 |
| Terry L. Blaker | 16,580 | $188.9 萬 | 0.07% | +784+5.0% | 加碼 |
| Wilkins Investment Counsel Inc | 16,549 | $188.5 萬 | 0.27% | +371+2.3% | 加碼 |
| Wedbush Securities Inc | 16,549 | $188.5 萬 | 0.07% | −2,367−12.5% | 減碼 |
| Neville Rodie & Shaw Inc | 16,528 | $188.3 萬 | 0.14% | −24−0.1% | 減碼 |
| Fernwood Investment Management, LLC | 16,487 | $187.8 萬 | 0.65% | −400−2.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 16,256 | $185.2 萬 | 0.04% | −52−0.3% | 減碼 |
| TBH Global Asset Management, LLC | 16,184 | $184.4 萬 | 0.44% | −80.0% | 減碼 |
| Allworth Financial LP | 15,262 | $180.9 萬 | 0.01% | +2,484+19.4% | 加碼 |
| Quantessence Capital LLC | 15,843 | $180.5 萬 | 0.74% | +15,843 | 新進 |
| Great Valley Advisor Group, Inc. | 15,695 | $178.8 萬 | 0.04% | +196+1.3% | 加碼 |
| Promethium Advisors,llc | 15,611 | $177.9 萬 | 1.22% | +66+0.4% | 加碼 |
| PFG Investments, LLC | 15,304 | $174.4 萬 | 0.11% | +763+5.2% | 加碼 |
| Hendley & Co Inc | 15,270 | $174.0 萬 | 0.61% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 15,200 | $173.2 萬 | 0.38% | −162−1.1% | 減碼 |
| NewEdge Wealth, LLC | 15,199 | $173.2 萬 | 0.03% | +81+0.5% | 加碼 |
| Koshinski Asset Management, Inc. | 15,197 | $173.1 萬 | 0.15% | +19+0.1% | 加碼 |
| Empirical Finance, LLC | 15,125 | $172.3 萬 | 0.10% | −4,111−21.4% | 減碼 |
| William B. Walkup & Associates, Inc. | 15,034 | $171.3 萬 | 1.08% | 00.0% | 不變 |
| Haverford Trust Co | 15,014 | $171.1 萬 | 0.02% | −144−0.9% | 減碼 |
| Stephens Inc | 14,987 | $170.7 萬 | 0.02% | −234−1.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 14,964 | $170.5 萬 | 0.06% | −109−0.7% | 減碼 |
| Capital Advisors Inc | 14,878 | $169.5 萬 | 0.03% | +645+4.5% | 加碼 |
| Crescent Sterling, Ltd. | 14,772 | $168.3 萬 | 1.73% | −162−1.1% | 減碼 |
| Western Wealth Management, LLC | 14,692 | $167.4 萬 | 0.09% | +312+2.2% | 加碼 |
| Harbour Investment Management LLC | 14,671 | $167.1 萬 | 0.73% | +79+0.5% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 14,651 | $166.9 萬 | 0.64% | +14,651 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 14,634 | $166.7 萬 | 0.05% | +855+6.2% | 加碼 |
| NFJ Investment Group, LLC | 14,557 | $165.8 萬 | 0.05% | −145−1.0% | 減碼 |
| Curbstone Financial Management Corp | 14,504 | $165.2 萬 | 0.35% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 14,485 | $165.0 萬 | 0.16% | +4,251+41.5% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,231 | $163.8 萬 | 0.28% | +8,838+71.3% | 加碼 |
| Caldwell Trust Co | 14,233 | $162.2 萬 | 0.17% | +3,087+27.7% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 14,200 | $161.8 萬 | 0.20% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 14,183 | $161.6 萬 | 0.05% | −344−2.4% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 14,158 | $161.3 萬 | 0.03% | +14,158 | 新進 |
| Savant Capital, LLC | 14,152 | $161.2 萬 | 0.01% | +980+7.4% | 加碼 |
| IHT Wealth Management, LLC | 13,935 | $158.8 萬 | 0.05% | −1,842−11.7% | 減碼 |
| Apollon Wealth Management, LLC | 13,866 | $158.0 萬 | 0.04% | +2,697+24.1% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 13,847 | $157.8 萬 | 1.51% | −343−2.4% | 減碼 |
| Logan Capital Management Inc | 13,839 | $157.7 萬 | 0.07% | 00.0% | 不變 |
| First National Bank of Omaha | 13,560 | $154.5 萬 | 0.10% | −1,206−8.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 13,543 | $154.3 萬 | 0.01% | −2,232−14.1% | 減碼 |
| Shelton Capital Management | 13,508 | $153.9 萬 | 0.04% | +700+5.5% | 加碼 |
| Tweedy, Browne Co LLC | 13,471 | $153.5 萬 | 0.10% | −16,757−55.4% | 減碼 |
| Harvest Portfolios Group Inc. | 13,460 | $153.3 萬 | 0.05% | +1,313+10.8% | 加碼 |
| Consolidated Planning Corp | 13,342 | $152.0 萬 | 0.21% | +7,716+137.1% | 加碼 |
| Paragon Capital Management LLC | 13,267 | $151.2 萬 | 0.81% | +359+2.8% | 加碼 |
| Marion Wealth Management | 13,255 | $151.0 萬 | 0.40% | +353+2.7% | 加碼 |
| HRT Financial LP | 13,207 | $150.4 萬 | 0.01% | −12,185−48.0% | 減碼 |
| Private Capital Management, LLC | 13,146 | $149.8 萬 | 0.16% | +4,352+49.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 13,113 | $149.4 萬 | 0.03% | −154−1.2% | 減碼 |