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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 13,008 | $148.2 萬 | 0.02% | −806−5.8% | 減碼 |
| YHB Investment Advisors, Inc. | 12,892 | $146.9 萬 | 0.12% | −272−2.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,836 | $146.2 萬 | 0.02% | −14,447−53.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 12,783 | $145.6 萬 | 0.07% | +530+4.3% | 加碼 |
| Exeter Financial, LLC | 12,730 | $145.0 萬 | 0.66% | +1,675+15.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 12,700 | $144.7 萬 | 0.00% | −97,929−88.5% | 減碼 |
| Sigma Planning Corp | 12,649 | $144.1 萬 | 0.05% | −577−4.4% | 減碼 |
| Donoghue Forlines LLC | 12,625 | $143.8 萬 | 0.48% | +12,625 | 新進 |
| Evercore Wealth Management, LLC | 12,624 | $143.8 萬 | 0.02% | 00.0% | 不變 |
| Ar Asset Management Inc | 12,600 | $143.6 萬 | 0.33% | 00.0% | 不變 |
| Fruth Investment Management | 12,473 | $142.1 萬 | 0.39% | −322−2.5% | 減碼 |
| Allstate Corp | 12,429 | $141.6 萬 | 0.04% | +12,429 | 新進 |
| Diversified Trust Co | 12,396 | $141.2 萬 | 0.03% | +2,646+27.1% | 加碼 |
| Ostrum Asset Management | 12,250 | $139.6 萬 | 0.12% | −504−4.0% | 減碼 |
| GW Henssler & Associates Ltd | 10,549 | $138.7 萬 | 0.08% | −1,837−14.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 12,158 | $138.5 萬 | 0.06% | −277−2.2% | 減碼 |
| Orca Wealth Management, LLC | 12,137 | $138.3 萬 | 1.24% | +12,137 | 新進 |
| Williams Jones Wealth Management, LLC. | 12,112 | $138.0 萬 | 0.02% | +250+2.1% | 加碼 |
| Vident Advisory, LLC | 12,062 | $137.4 萬 | 0.02% | +167+1.4% | 加碼 |
| Rowland & Co Investment Counsel | 12,021 | $137.0 萬 | 0.29% | +1,560+14.9% | 加碼 |
| Fiduciary Trust Co | 12,014 | $136.9 萬 | 0.02% | +561+4.9% | 加碼 |
| Bangor Savings Bank | 11,959 | $136.2 萬 | 0.13% | −414−3.3% | 減碼 |
| Nicholson Wealth Management Group, LLC | 11,912 | $135.7 萬 | 0.91% | +6,802+133.1% | 加碼 |
| 1832 Asset Management L.P. | 11,894 | $135.5 萬 | 0.00% | −12,514−51.3% | 減碼 |
| Sowell Financial Services LLC | 11,773 | $134.1 萬 | 0.07% | −51,821−81.5% | 減碼 |
| First National Advisers, LLC | 11,745 | $133.8 萬 | 0.22% | −35−0.3% | 減碼 |
| Pathway Financial Advisers, LLC | 11,711 | $133.4 萬 | 0.45% | +222+1.9% | 加碼 |
| Spears Abacus Advisors LLC | 11,691 | $133.2 萬 | 0.03% | −112−0.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,690 | $133.2 萬 | 0.02% | +309+2.7% | 加碼 |
| Moors & Cabot, Inc. | 11,680 | $133.1 萬 | 0.06% | −332−2.8% | 減碼 |
| Red Cedar Investment Management, LLC | 11,596 | $132.1 萬 | 0.17% | 00.0% | 不變 |
| Quarry LP | 11,578 | $131.9 萬 | 0.26% | −14,020−54.8% | 減碼 |
| Counterweight Ventures, LLC | 11,550 | $131.6 萬 | 0.93% | +183+1.6% | 加碼 |
| Wetherby Asset Management Inc | 11,428 | $130.2 萬 | 0.06% | −1,156−9.2% | 減碼 |
| Simplex Trading, LLC | 11,399 | $129.8 萬 | 0.04% | +11,399 | 新進 |
| Greenleaf Trust | 11,383 | $129.7 萬 | 0.01% | +30+0.3% | 加碼 |
| Boyd Watterson Asset Management LLC | 11,359 | $129.4 萬 | 0.36% | +250+2.3% | 加碼 |
| Bragg Financial Advisors, Inc | 11,289 | $128.6 萬 | 0.05% | +10.0% | 加碼 |
| Resources Management Corp | 11,177 | $127.3 萬 | 0.17% | +19+0.2% | 加碼 |
| CAPROCK Group, Inc. | 11,172 | $127.3 萬 | 0.04% | +1,478+15.2% | 加碼 |
| Jacobi Capital Management LLC | 11,076 | $126.2 萬 | 0.09% | +736+7.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 11,029 | $125.6 萬 | 0.08% | +655+6.3% | 加碼 |
| Equitable Holdings, Inc. | 11,017 | $125.5 萬 | 0.01% | +1,386+14.4% | 加碼 |
| Umpqua Bank | 10,609 | $124.4 萬 | 0.43% | +613+6.1% | 加碼 |
| Great Lakes Retirement, Inc. | 10,904 | $124.2 萬 | 0.16% | +491+4.7% | 加碼 |
| Bank Ozk | 10,855 | $123.7 萬 | 0.51% | +2,521+30.2% | 加碼 |
| Csenge Advisory Group | 10,820 | $123.3 萬 | 0.07% | +1,874+20.9% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,758 | $122.6 萬 | 0.46% | +1,546+16.8% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,757 | $122.6 萬 | 0.29% | −249−2.3% | 減碼 |
| Smith, Moore & Co. | 10,732 | $122.3 萬 | 0.11% | +91+0.9% | 加碼 |
| Gateway Investment Advisers LLC | 10,636 | $121.2 萬 | 0.01% | −3,135−22.8% | 減碼 |
| CFM Wealth Partners LLC | 10,626 | $121.1 萬 | 0.20% | −54−0.5% | 減碼 |
| Tower Bridge Advisors | 10,599 | $120.8 萬 | 0.13% | −13−0.1% | 減碼 |
| Segment Wealth Management, LLC | 10,467 | $119.2 萬 | 0.08% | +262+2.6% | 加碼 |
| Martingale Asset Management L P | 10,460 | $119.2 萬 | 0.03% | −66,094−86.3% | 減碼 |
| Flavin Financial Services, Inc. | 10,445 | $119.0 萬 | 1.13% | +10,445 | 新進 |
| Wealthspire Advisors, LLC | 10,440 | $118.9 萬 | 0.01% | −678−6.1% | 減碼 |
| First National Trust Co | 10,375 | $118.2 萬 | 0.04% | −249−2.3% | 減碼 |
| Parallel Advisors, LLC | 10,281 | $117.1 萬 | 0.03% | −301−2.8% | 減碼 |
| Jeppson Wealth Management, LLC | 10,279 | $117.1 萬 | 0.42% | −50−0.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,264 | $116.9 萬 | 0.00% | +7,036+218.0% | 加碼 |
| Brighton Jones LLC | 10,239 | $116.6 萬 | 0.03% | +7,214+238.5% | 加碼 |
| Wahed Invest LLC | 10,224 | $116.5 萬 | 0.19% | +65+0.6% | 加碼 |
| Westwood Holdings Group Inc. | 10,186 | $116.0 萬 | 0.01% | +2,872+39.3% | 加碼 |
| Financial Advocates Investment Management | 10,180 | $116.0 萬 | 0.07% | −626−5.8% | 減碼 |
| Keeley-Teton Advisors, LLC | 10,109 | $115.2 萬 | 0.13% | +527+5.5% | 加碼 |
| Smith Group Asset Management, LLC | 10,084 | $114.9 萬 | 0.08% | +10,084 | 新進 |
| Pavion Blue Capital, LLC | 10,071 | $114.7 萬 | 0.54% | −17−0.2% | 減碼 |
| Meeder Advisory Services, Inc. | 9,932 | $113.2 萬 | 0.07% | −81−0.8% | 減碼 |
| Adirondack Trust Co | 9,923 | $113.0 萬 | 0.43% | −102−1.0% | 減碼 |
| Accordant Advisory Group Inc | 9,857 | $112.3 萬 | 1.08% | +9+0.1% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 8,539 | $112.2 萬 | 0.37% | +225+2.7% | 加碼 |
| Martin Capital Partners, LLC | 9,833 | $112.0 萬 | 1.33% | −14,393−59.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,791 | $111.5 萬 | 0.03% | −228−2.3% | 減碼 |
| Oddo BHF Asset Management SAS | 9,752 | $111.1 萬 | 0.06% | −3,870−28.4% | 減碼 |
| CWC Advisors, LLC. | 9,743 | $111.0 萬 | 1.11% | +92+1.0% | 加碼 |
| Cullinan Associates Inc | 9,739 | $111.0 萬 | 0.07% | −500−4.9% | 減碼 |
| Country Club Bank | 9,897 | $110.8 萬 | 0.07% | −121−1.2% | 減碼 |
| Horizon Investments, LLC | 9,726 | $110.8 萬 | 0.03% | +174+1.8% | 加碼 |
| South State Corp. | 9,710 | $110.6 萬 | 0.07% | −738−7.1% | 減碼 |
| EP Wealth Advisors, LLC | 9,701 | $110.5 萬 | 0.01% | −1,744−15.2% | 減碼 |
| Integrated Wealth Concepts LLC | 9,697 | $110.5 萬 | 0.01% | −72−0.7% | 減碼 |
| Alta Capital Management LLC | 9,682 | $110.3 萬 | 0.07% | +26+0.3% | 加碼 |
| Independent Financial Group, LLC | 9,667 | $110.1 萬 | 0.04% | −3,281−25.3% | 減碼 |
| J. W. Coons Advisors, LLC | 9,658 | $110.0 萬 | 0.28% | +60+0.6% | 加碼 |
| Wimmer Associates 1, LLC | 9,605 | $109.4 萬 | 0.54% | −60−0.6% | 減碼 |
| Signaturefd, LLC | 9,589 | $109.2 萬 | 0.02% | −66−0.7% | 減碼 |
| Ramirez Asset Management, Inc. | 9,562 | $108.9 萬 | 0.22% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,552 | $108.8 萬 | 0.01% | −4,853−33.7% | 減碼 |
| Sterling Capital Management LLC | 9,537 | $108.7 萬 | 0.01% | −905−8.7% | 減碼 |
| JBR Co Financial Management Inc | 9,520 | $108.5 萬 | 0.66% | +85+0.9% | 加碼 |
| Vise Technologies, Inc. | 9,449 | $107.7 萬 | 0.09% | +3,674+63.6% | 加碼 |
| Buckingham Strategic Partners | 9,441 | $107.6 萬 | 0.02% | +467+5.2% | 加碼 |
| Applied Finance Capital Management, LLC | 9,439 | $107.5 萬 | 0.05% | +1,287+15.8% | 加碼 |
| Beacon Investment Advisors LLC | 9,416 | $107.3 萬 | 0.50% | +17+0.2% | 加碼 |
| Fairfield, Bush & Co. | 9,334 | $106.3 萬 | 0.63% | +370+4.1% | 加碼 |
| Lokken Investment Group LLC | 9,272 | $105.6 萬 | 0.46% | +219+2.4% | 加碼 |
| Naviter Wealth, LLC | 9,253 | $105.4 萬 | 0.13% | +5,022+118.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 9,249 | $105.4 萬 | 0.04% | −50−0.5% | 減碼 |
| Parcion Private Wealth LLC | 9,236 | $105.2 萬 | 0.08% | −45−0.5% | 減碼 |