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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 6,722 | $76.6 萬 | 0.01% | +101+1.5% | 加碼 |
| Adviser Investments LLC | 6,709 | $76.4 萬 | 0.01% | +263+4.1% | 加碼 |
| Aristotle Capital Management, LLC | 6,705 | $76.4 萬 | 0.00% | −354−5.0% | 減碼 |
| Retirement Investment Advisors, Inc. | 6,694 | $76.3 萬 | 0.08% | +7+0.1% | 加碼 |
| Entropy Technologies, LP | 6,682 | $76.1 萬 | 0.08% | +6,682 | 新進 |
| MCF Advisors LLC | 6,681 | $76.1 萬 | 0.05% | −26−0.4% | 減碼 |
| AMG National Trust Bank | 6,759 | $76.1 萬 | 0.02% | −155−2.2% | 減碼 |
| Dearborn Partners LLC | 6,669 | $76.0 萬 | 0.03% | +502+8.1% | 加碼 |
| Worldquant Millennium Advisors LLC | 6,659 | $75.9 萬 | 0.00% | −182,376−96.5% | 減碼 |
| Creekmur Asset Management LLC | 6,659 | $75.9 萬 | 0.17% | −2,039−23.4% | 減碼 |
| Bridgefront Capital, LLC | 6,631 | $75.5 萬 | 0.25% | −8,068−54.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 6,629 | $75.5 萬 | 0.10% | −6,124−48.0% | 減碼 |
| Busey Wealth Management | 6,623 | $75.5 萬 | 0.02% | −219−3.2% | 減碼 |
| Chelsea Counsel Co | 6,585 | $75.0 萬 | 0.39% | −2,000−23.3% | 減碼 |
| Pinnacle Financial Partners Inc | 6,413 | $74.9 萬 | 0.02% | +637+11.0% | 加碼 |
| Cidel Asset Management Inc | 6,571 | $74.9 萬 | 0.05% | +338+5.4% | 加碼 |
| V-Square Quantitative Management LLC | 6,543 | $74.5 萬 | 0.11% | +264+4.2% | 加碼 |
| Impact Capital Partners LLC | 6,531 | $74.4 萬 | 0.26% | +6,531 | 新進 |
| Miller Investment Management, LP | 6,500 | $74.1 萬 | 0.08% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 6,467 | $73.7 萬 | 0.12% | −439−6.4% | 減碼 |
| We Are One Seven, LLC | 6,452 | $73.5 萬 | 0.03% | +677+11.7% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 6,415 | $73.1 萬 | 0.17% | +150+2.4% | 加碼 |
| FineMark National Bank & Trust | 6,414 | $73.1 萬 | 0.03% | −505−7.3% | 減碼 |
| Aviance Capital Partners, LLC | 6,406 | $73.0 萬 | 0.10% | +150+2.4% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 6,374 | $72.6 萬 | 0.20% | +3,119+95.8% | 加碼 |
| Schear Investment Advisers, LLC | 6,368 | $72.6 萬 | 0.39% | −554−8.0% | 減碼 |
| Belpointe Asset Management LLC | 5,157 | $72.4 萬 | 0.04% | −2,709−34.4% | 減碼 |
| Poehling Capital Management, LLC | 6,351 | $72.4 萬 | 0.18% | −12−0.2% | 減碼 |
| Syon Capital LLC | 6,334 | $72.2 萬 | 0.06% | +2,216+53.8% | 加碼 |
| Tradewinds, LLC. | 5,557 | $72.0 萬 | 0.20% | −454−7.6% | 減碼 |
| Philip James Wealth Mangement, LLC | 6,322 | $72.0 萬 | 0.09% | −573−8.3% | 減碼 |
| Guardian Wealth Management, Inc. | 6,300 | $71.8 萬 | 0.49% | −3,898−38.2% | 減碼 |
| American Financial Group Inc | 6,250 | $71.2 萬 | 0.32% | 00.0% | 不變 |
| Veracity Capital LLC | 6,235 | $71.0 萬 | 0.26% | +490+8.5% | 加碼 |
| Prudential PLC | 6,219 | $70.9 萬 | 0.00% | −2,270−26.7% | 減碼 |
| Sandy Spring Bank | 6,209 | $70.7 萬 | 0.03% | −183−2.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,206 | $70.7 萬 | 0.34% | +322+5.5% | 加碼 |
| Fisher Asset Management, LLC | 6,157 | $70.2 萬 | 0.00% | +920+17.6% | 加碼 |
| Western Financial Corp | 6,143 | $70.0 萬 | 0.38% | +261+4.4% | 加碼 |
| Westhampton Capital, LLC | 6,140 | $70.0 萬 | 0.36% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 6,030 | $69.9 萬 | 0.38% | +1,227+25.5% | 加碼 |
| 1st Source Bank | 6,123 | $69.8 萬 | 0.04% | +20+0.3% | 加碼 |
| MUFG Securities Americas Inc. | 6,097 | $69.5 萬 | 0.09% | +6,097 | 新進 |
| Wealth Advisory Solutions, LLC | 6,081 | $69.3 萬 | 0.19% | −836−12.1% | 減碼 |
| Danske Bank A/S | 6,043 | $68.8 萬 | 0.00% | +2,304+61.6% | 加碼 |
| Heck Capital Advisors, LLC | 6,021 | $68.6 萬 | 0.08% | 00.0% | 不變 |
| Basepoint Wealth LLC | 6,019 | $68.6 萬 | 0.55% | +570+10.5% | 加碼 |
| Bank of Hawaii | 6,005 | $68.4 萬 | 0.04% | −150−2.4% | 減碼 |
| South Street Advisors LLC | 6,000 | $68.4 萬 | 0.10% | −1,520−20.2% | 減碼 |
| Oakland Financial Corp | 6,000 | $68.4 萬 | 7.82% | +6,000 | 新進 |
| Strategic Financial Services, Inc, | 5,995 | $68.3 萬 | 0.04% | 00.0% | 不變 |
| FORA Capital, LLC | 5,977 | $68.1 萬 | 0.08% | −74,442−92.6% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $67.7 萬 | 0.13% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 5,368 | $67.4 萬 | 0.06% | −1,971−26.9% | 減碼 |
| Checchi Capital Advisers, LLC | 5,897 | $67.2 萬 | 0.05% | +47+0.8% | 加碼 |
| Keynote Financial Services LLC | 5,860 | $66.8 萬 | 0.51% | −44−0.7% | 減碼 |
| Palisade Asset Management, LLC | 5,854 | $66.7 萬 | 0.07% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 5,852 | $66.7 萬 | 0.05% | +2,677+84.3% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,841 | $66.5 萬 | 0.23% | −15−0.3% | 減碼 |
| Massmutual Trust Co FSB | 5,835 | $66.5 萬 | 0.02% | +65+1.1% | 加碼 |
| First National Bank & Trust Co of Newtown | 5,822 | $66.3 萬 | 0.14% | −34−0.6% | 減碼 |
| Camden Capital, LLC | 5,812 | $66.2 萬 | 0.07% | −242−4.0% | 減碼 |
| Regal Investment Advisors LLC | 5,809 | $66.2 萬 | 0.05% | +1,331+29.7% | 加碼 |
| FCG Investment Co | 5,803 | $66.1 萬 | 0.40% | −812−12.3% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $65.0 萬 | 0.12% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 5,698 | $64.9 萬 | 0.06% | +980+20.8% | 加碼 |
| Doheny Asset Management | 5,689 | $64.8 萬 | 0.48% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 5,683 | $64.7 萬 | 0.03% | +32+0.6% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 5,682 | $64.7 萬 | 0.36% | +5,682 | 新進 |
| 5T Wealth, LLC | 5,655 | $64.4 萬 | 0.35% | +5,655 | 新進 |
| LVZ Advisors, Inc. | 5,643 | $64.3 萬 | 0.08% | +5,643 | 新進 |
| Allen Capital Group, LLC | 5,636 | $64.2 萬 | 0.08% | +265+4.9% | 加碼 |
| Leonteq Securities AG | 5,633 | $64.2 萬 | 0.06% | +2,797+98.6% | 加碼 |
| Stegent Equity Advisors, Inc. | 5,632 | $64.2 萬 | 0.65% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,612 | $63.9 萬 | 0.02% | −250−4.3% | 減碼 |
| Linscomb & Williams, Inc. | 5,583 | $63.6 萬 | 0.03% | +365+7.0% | 加碼 |
| Baring Financial LLC | 5,568 | $63.4 萬 | 0.57% | +5,568 | 新進 |
| NorthRock Partners, LLC | 5,554 | $63.3 萬 | 0.02% | +872+18.6% | 加碼 |
| Essex Savings Bank | 5,553 | $63.3 萬 | 0.16% | +21+0.4% | 加碼 |
| TrinityPoint Wealth, LLC | 5,520 | $62.9 萬 | 0.09% | +208+3.9% | 加碼 |
| Norden Group LLC | 5,508 | $62.8 萬 | 0.07% | +2,039+58.8% | 加碼 |
| Rosenberg Matthew Hamilton | 5,503 | $62.7 萬 | 0.16% | −490−8.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 5,490 | $62.5 萬 | 0.03% | +241+4.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,414 | $61.7 萬 | 0.10% | +5+0.1% | 加碼 |
| Petros Family Wealth, LLC | 5,398 | $61.5 萬 | 0.66% | +5,398 | 新進 |
| Cookson Peirce & Co Inc | 5,392 | $61.4 萬 | 0.03% | −940−14.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,388 | $61.4 萬 | 0.02% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 5,375 | $61.2 萬 | 0.12% | −1,084−16.8% | 減碼 |
| Worth Financial Advisory Group, LLC | 5,359 | $61.1 萬 | 0.38% | −75−1.4% | 減碼 |
| Aull & Monroe Investment Management Corp | 5,352 | $61.0 萬 | 0.31% | −725−11.9% | 減碼 |
| Whitener Capital Management, Inc. | 5,348 | $60.9 萬 | 0.17% | −71−1.3% | 減碼 |
| First American Trust, FSB | 5,321 | $60.6 萬 | 0.06% | −908−14.6% | 減碼 |
| Saturna Capital CORP | 5,268 | $60.0 萬 | 0.01% | +3,539+204.7% | 加碼 |
| AA Financial Advisors, LLC | 5,256 | $59.9 萬 | 0.16% | +415+8.6% | 加碼 |
| Symphony Financial, Ltd. Co. | 4,936 | $59.5 萬 | 0.09% | −167−3.3% | 減碼 |
| Montecito Bank & Trust | 5,204 | $59.3 萬 | 0.10% | +765+17.2% | 加碼 |
| Armor Investment Advisors, LLC | 5,186 | $59.1 萬 | 0.24% | −278−5.1% | 減碼 |
| Readystate Asset Management LP | 5,173 | $58.9 萬 | 0.02% | +5,173 | 新進 |
| Trust Co of Toledo NA | 5,169 | $58.9 萬 | 0.08% | −422−7.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,157 | $58.8 萬 | 0.09% | −613−10.6% | 減碼 |