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。
2025 年第 1 季 13F 持有人
Phillips 66 在 2025/3/31 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
- 1,796
- 較 2024 年第 4 季 +45 家
- 持有股數
- 3.08 億
- 較 2024 年第 4 季 +240.4 萬 (+0.8%)
- 總市值
- $379.0 億
- 較 2024 年第 4 季 +$31.0 億 (+8.9%)
- 新進機構
- 178
- 另有 643 家加碼
- 清倉機構
- 133
- 另有 665 家減碼
另有 31 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Diversified Trust Co | 4,868 | $60.1 萬 | 0.01% | −7,528−60.7% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,878 | $60.2 萬 | 0.12% | +10.0% | 加碼 |
| San Luis Wealth Advisors LLC | 4,906 | $60.6 萬 | 0.14% | +4,906 | 新進 |
| Capstone Investment Advisors, LLC | 4,942 | $61.0 萬 | 0.01% | −21,443−81.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,956 | $61.2 萬 | 0.05% | +84+1.7% | 加碼 |
| First American Trust, FSB | 4,962 | $61.3 萬 | 0.06% | −359−6.7% | 減碼 |
| Garrison Point Advisors, LLC | 4,980 | $61.5 萬 | 0.30% | +25+0.5% | 加碼 |
| Merrion Investment Management Co, LLC | 5,000 | $61.7 萬 | 0.44% | 00.0% | 不變 |
| Hennessy Advisors Inc | 5,000 | $61.7 萬 | 0.02% | +1,500+42.9% | 加碼 |
| Bridges Investment Management Inc | 5,007 | $61.8 萬 | 0.01% | +990+24.6% | 加碼 |
| Augustine Asset Management Inc | 5,022 | $62.0 萬 | 0.18% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 5,072 | $62.6 萬 | 0.06% | 00.0% | 不變 |
| Archer Investment Corp | 5,075 | $62.7 萬 | 0.16% | +10.0% | 加碼 |
| Aull & Monroe Investment Management Corp | 5,077 | $62.7 萬 | 0.31% | −275−5.1% | 減碼 |
| Armor Investment Advisors, LLC | 5,098 | $62.9 萬 | 0.26% | −88−1.7% | 減碼 |
| Petros Family Wealth, LLC | 5,109 | $63.1 萬 | 0.70% | −289−5.4% | 減碼 |
| Sunbelt Securities, Inc. | 5,154 | $63.6 萬 | 0.06% | +644+14.3% | 加碼 |
| Adviser Investments LLC | 5,167 | $63.8 萬 | 0.01% | −1,542−23.0% | 減碼 |
| Montecito Bank & Trust | 5,168 | $63.8 萬 | 0.11% | −36−0.7% | 減碼 |
| Linscomb & Williams, Inc. | 5,178 | $63.9 萬 | 0.03% | −405−7.3% | 減碼 |
| Wedmont Private Capital | 6,581 | $64.1 萬 | 0.03% | −275−4.0% | 減碼 |
| Cozad Asset Management Inc | 5,199 | $64.2 萬 | 0.06% | −33,121−86.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,201 | $64.2 萬 | 0.10% | +44+0.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 5,210 | $64.3 萬 | 0.00% | +5,210 | 新進 |
| Premier Path Wealth Partners, LLC | 5,214 | $64.4 萬 | 0.10% | +111+2.2% | 加碼 |
| Foundations Investment Advisors, LLC | 5,216 | $64.4 萬 | 0.01% | +516+11.0% | 加碼 |
| Worth Financial Advisory Group, LLC | 5,253 | $64.9 萬 | 0.41% | −106−2.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,265 | $65.0 萬 | 0.05% | −433−7.6% | 減碼 |
| Saturna Capital CORP | 5,268 | $65.0 萬 | 0.01% | 00.0% | 不變 |
| Probity Advisors, Inc. | 5,320 | $65.7 萬 | 0.13% | +392+8.0% | 加碼 |
| Baring Financial LLC | 5,334 | $65.9 萬 | 0.55% | −234−4.2% | 減碼 |
| Westhampton Capital, LLC | 5,340 | $65.9 萬 | 0.36% | −800−13.0% | 減碼 |
| EPG Wealth Management LLC | 5,347 | $66.0 萬 | 0.18% | +261+5.1% | 加碼 |
| Whitener Capital Management, Inc. | 5,348 | $66.0 萬 | 0.19% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 5,354 | $66.1 萬 | 0.07% | −500−8.5% | 減碼 |
| AA Financial Advisors, LLC | 5,356 | $66.1 萬 | 0.16% | +100+1.9% | 加碼 |
| Weatherly Asset Management L. P. | 5,365 | $66.2 萬 | 0.06% | +228+4.4% | 加碼 |
| Abundance Wealth Counselors | 5,379 | $66.4 萬 | 0.14% | +336+6.7% | 加碼 |
| Tradewinds, LLC. | 5,404 | $66.7 萬 | 0.19% | −153−2.8% | 減碼 |
| Basepoint Wealth LLC | 5,439 | $67.2 萬 | 0.53% | −580−9.6% | 減碼 |
| Harfst & Associates, Inc. | 5,449 | $67.3 萬 | 0.16% | +5,449 | 新進 |
| EverSource Wealth Advisors, LLC | 5,460 | $67.4 萬 | 0.04% | +526+10.7% | 加碼 |
| 5T Wealth, LLC | 5,462 | $67.4 萬 | 0.38% | −193−3.4% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,466 | $67.5 萬 | 0.11% | +52+1.0% | 加碼 |
| Rosenberg Matthew Hamilton | 5,475 | $67.6 萬 | 0.17% | −28−0.5% | 減碼 |
| Atomi Financial Group, Inc. | 5,481 | $67.7 萬 | 0.03% | +359+7.0% | 加碼 |
| Confluence Wealth Services, Inc. | 6,586 | $67.7 萬 | 0.04% | −155−2.3% | 減碼 |
| Guardian Wealth Management, Inc. | 5,513 | $68.1 萬 | 0.45% | −787−12.5% | 減碼 |
| Integrated Advisors Network LLC | 5,542 | $68.4 萬 | 0.03% | −141−2.5% | 減碼 |
| Essex Savings Bank | 5,549 | $68.5 萬 | 0.17% | −4−0.1% | 減碼 |
| Trust Co of Toledo NA | 5,579 | $68.9 萬 | 0.09% | +410+7.9% | 加碼 |
| Phoenix Holdings Ltd. | 5,595 | $69.4 萬 | 0.01% | +5,595 | 新進 |
| LVZ Advisors, Inc. | 5,643 | $69.7 萬 | 0.09% | 00.0% | 不變 |
| Allen Capital Group, LLC | 5,647 | $69.7 萬 | 0.08% | +11+0.2% | 加碼 |
| Doheny Asset Management | 5,689 | $70.2 萬 | 0.55% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 5,703 | $70.4 萬 | 0.14% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,728 | $70.7 萬 | 0.02% | +340+6.3% | 加碼 |
| David Loasby | 7,300 | $70.8 萬 | 0.07% | −207−2.8% | 減碼 |
| Danske Bank A/S | 5,739 | $70.9 萬 | 0.00% | −304−5.0% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,741 | $70.9 萬 | 0.25% | −100−1.7% | 減碼 |
| Boothbay Fund Management, LLC | 5,758 | $71.1 萬 | 0.03% | +3,463+150.9% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,761 | $71.1 萬 | 0.05% | −1,991−25.7% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 5,763 | $71.2 萬 | 0.39% | +81+1.4% | 加碼 |
| First National Bank & Trust Co of Newtown | 5,768 | $71.2 萬 | 0.15% | −54−0.9% | 減碼 |
| Endeavor Private Wealth, Inc. | 5,791 | $71.5 萬 | 0.39% | +4,804+486.7% | 加碼 |
| Camden Capital, LLC | 5,804 | $71.7 萬 | 0.08% | −8−0.1% | 減碼 |
| Quarry LP | 5,830 | $72.0 萬 | 0.19% | −5,748−49.6% | 減碼 |
| Citizens Financial Group Inc | 5,834 | $72.0 萬 | 0.01% | +1,587+37.4% | 加碼 |
| Hendley & Co Inc | 5,835 | $72.1 萬 | 0.25% | −9,435−61.8% | 減碼 |
| Keynote Financial Services LLC | 5,860 | $72.4 萬 | 0.52% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 5,834 | $72.6 萬 | 0.05% | +3,098+113.2% | 加碼 |
| Mangrove Partners | 5,887 | $72.7 萬 | 0.08% | +5,887 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 5,889 | $72.7 萬 | 0.02% | −950−13.9% | 減碼 |
| Walleye Capital LLC | 5,894 | $72.8 萬 | 0.01% | −110,037−94.9% | 減碼 |
| Veracity Capital LLC | 5,937 | $73.3 萬 | 0.29% | −298−4.8% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $73.3 萬 | 0.14% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 5,939 | $73.3 萬 | 0.10% | −467−7.3% | 減碼 |
| Valley Brook Capital Group | 5,949 | $73.5 萬 | 0.58% | −794−11.8% | 減碼 |
| Coppell Advisory Solutions LLC | 21,031 | $73.5 萬 | 0.11% | +20,843+11,086.7% | 加碼 |
| Quest Partners LLC | 5,984 | $73.9 萬 | 0.08% | +1,776+42.2% | 加碼 |
| Strategic Financial Services, Inc, | 5,995 | $74.0 萬 | 0.04% | 00.0% | 不變 |
| South Street Advisors LLC | 6,000 | $74.1 萬 | 0.12% | 00.0% | 不變 |
| Bank of Hawaii | 6,005 | $74.1 萬 | 0.04% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 6,021 | $74.3 萬 | 0.08% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 6,035 | $74.5 萬 | 0.16% | −1,282−17.5% | 減碼 |
| Massmutual Trust Co FSB | 6,064 | $74.9 萬 | 0.02% | +229+3.9% | 加碼 |
| Wealth Advisory Solutions, LLC | 6,079 | $75.1 萬 | 0.20% | −20.0% | 減碼 |
| Norden Group LLC | 6,117 | $75.5 萬 | 0.09% | +609+11.1% | 加碼 |
| Walleye Trading LLC | 6,140 | $75.8 萬 | 0.02% | +2,305+60.1% | 加碼 |
| 1st Source Bank | 6,162 | $76.1 萬 | 0.04% | +39+0.6% | 加碼 |
| Sandy Spring Bank | 6,202 | $76.6 萬 | 0.03% | −7−0.1% | 減碼 |
| Checchi Capital Advisers, LLC | 6,204 | $76.6 萬 | 0.05% | +307+5.2% | 加碼 |
| Fisher Asset Management, LLC | 6,204 | $76.6 萬 | 0.00% | +47+0.8% | 加碼 |
| Prudential PLC | 6,219 | $76.8 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 6,305 | $76.9 萬 | 0.02% | −108−1.7% | 減碼 |
| Mather Group, LLC. | 6,242 | $77.1 萬 | 0.01% | −2,531−28.8% | 減碼 |
| NorthRock Partners, LLC | 6,243 | $77.1 萬 | 0.03% | +689+12.4% | 加碼 |
| American Financial Group Inc | 6,250 | $77.2 萬 | 0.33% | 00.0% | 不變 |
| Aristotle Capital Management, LLC | 6,283 | $77.6 萬 | 0.00% | −422−6.3% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,309 | $77.9 萬 | 0.40% | +103+1.7% | 加碼 |