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 |
|---|---|---|---|---|---|
| Goodman Financial Corp | 2,466 | $30.5 萬 | 0.07% | −67−2.6% | 減碼 |
| BancorpSouth Bank | 2,470 | $30.5 萬 | 0.02% | −164−6.2% | 減碼 |
| Saxon Interests, Inc. | 2,471 | $30.5 萬 | 0.14% | −349−12.4% | 減碼 |
| MBB Public Markets I LLC | 2,471 | $30.5 萬 | 0.04% | +2,471 | 新進 |
| Powers Advisory Group, LLC | 2,480 | $30.6 萬 | 0.15% | −199−7.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 2,486 | $30.7 萬 | 0.03% | −198−7.4% | 減碼 |
| LBMC Investment Advisors, LLC | 2,488 | $30.7 萬 | 0.02% | +103+4.3% | 加碼 |
| Pflug Koory, LLC | 2,496 | $30.8 萬 | 0.17% | −160−6.0% | 減碼 |
| Alpine Woods Capital Investors, LLC | 2,497 | $30.8 萬 | 0.08% | +2,497 | 新進 |
| Gables Capital Management Inc. | 2,502 | $30.9 萬 | 0.15% | 00.0% | 不變 |
| QTR Family Wealth, LLC | 2,516 | $31.1 萬 | 0.23% | +2,516 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| Capital Market Strategies LLC | 2,539 | $31.4 萬 | 0.21% | 00.0% | 不變 |
| Wakefield Asset Management LLLP | 2,568 | $31.7 萬 | 0.10% | +2,568 | 新進 |
| Capital Advantage, Inc. | 2,783 | $31.7 萬 | 0.06% | 00.0% | 不變 |
| Hamilton Capital, LLC | 2,570 | $31.7 萬 | 0.02% | +199+8.4% | 加碼 |
| Sage Mountain Advisors LLC | 2,570 | $31.7 萬 | 0.02% | +90+3.6% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 2,596 | $32.1 萬 | 0.05% | −9−0.3% | 減碼 |
| Flputnam Investment Management Co | 2,600 | $32.1 萬 | 0.01% | −2,263−46.5% | 減碼 |
| Dodge & Cox | 2,600 | $32.1 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 2,600 | $32.1 萬 | 0.04% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 2,600 | $32.1 萬 | 0.08% | +236+10.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 2,602 | $32.1 萬 | 0.16% | −100−3.7% | 減碼 |
| Seamount Financial Group Inc | 2,602 | $32.1 萬 | 0.22% | +250+10.6% | 加碼 |
| Covenant Partners, LLC | 2,602 | $32.1 萬 | 0.10% | +2,602 | 新進 |
| Hazlett, Burt & Watson, Inc. | 2,611 | $32.2 萬 | 0.14% | −108−4.0% | 減碼 |
| Greenfield Seitz Capital Management, LLC | 2,608 | $32.2 萬 | 0.12% | −300−10.3% | 減碼 |
| Canal Capital Management, LLC | 2,616 | $32.3 萬 | 0.05% | +24+0.9% | 加碼 |
| Laurel Wealth Advisors LLC | 2,618 | $32.3 萬 | 0.05% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 3,051 | $32.3 萬 | 0.02% | +170+5.9% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,623 | $32.4 萬 | 0.08% | 00.0% | 不變 |
| Compass Capital Corp | 2,635 | $32.6 萬 | 0.17% | −92−3.4% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 2,643 | $32.6 萬 | 0.04% | −20−0.8% | 減碼 |
| Bell Bank | 2,644 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| Successful Portfolios LLC | 2,648 | $32.7 萬 | 0.22% | +10.0% | 加碼 |
| Fidelis Capital Partners, LLC | 3,155 | $32.8 萬 | 0.03% | +88+2.9% | 加碼 |
| Clarius Group, LLC | 2,663 | $32.9 萬 | 0.02% | −218−7.6% | 減碼 |
| Plan A Wealth LLC | 2,665 | $32.9 萬 | 0.26% | 00.0% | 不變 |
| Ruggaard & Associates LLC | 2,672 | $33.0 萬 | 0.14% | 00.0% | 不變 |
| Walker Asset Management, LLC | 2,679 | $33.1 萬 | 0.20% | +20+0.8% | 加碼 |
| Dividend Assets Capital, LLC | 2,704 | $33.4 萬 | 0.06% | 00.0% | 不變 |
| Warwick Investment Management, Inc. | 2,706 | $33.4 萬 | 0.07% | +245+10.0% | 加碼 |
| Atlas Legacy Advisors, LLC | 2,707 | $33.4 萬 | 0.08% | −1,950−41.9% | 減碼 |
| HCR Wealth Advisors | 2,708 | $33.4 萬 | 0.04% | +104+4.0% | 加碼 |
| GWN Securities Inc. | 2,692 | $33.5 萬 | 0.02% | −3,999−59.8% | 減碼 |
| RMB Capital Management, LLC | 2,717 | $33.6 萬 | 0.01% | +2,717 | 新進 |
| McDaniel Terry & Co | 2,730 | $33.7 萬 | 0.03% | 00.0% | 不變 |
| Townsend Asset Management Corp | 2,731 | $33.7 萬 | 0.13% | −290−9.6% | 減碼 |
| Summit Global Investments | 2,755 | $34.0 萬 | 0.02% | −32−1.1% | 減碼 |
| Liberty Capital Management, Inc. | 2,772 | $34.2 萬 | 0.08% | +154+5.9% | 加碼 |
| Shufro Rose & Co LLC | 2,775 | $34.3 萬 | 0.03% | +726+35.4% | 加碼 |
| AGH Wealth Advisors, LLC | 2,781 | $34.3 萬 | 0.33% | −10.0% | 減碼 |
| Stockman Wealth Management, Inc. | 2,788 | $34.4 萬 | 0.05% | +50+1.8% | 加碼 |
| Cape Cod Five Cents Savings Bank | 2,625 | $34.5 萬 | 0.03% | 00.0% | 不變 |
| IFG Advisory, LLC | 2,800 | $34.6 萬 | 0.02% | −42−1.5% | 減碼 |
| B&L Asset Management LLC | 2,826 | $34.9 萬 | 0.23% | +280+11.0% | 加碼 |
| Stiles Financial Services Inc | 2,867 | $35.4 萬 | 0.14% | +13+0.5% | 加碼 |
| Rossby Financial, LCC | 3,407 | $35.4 萬 | 0.15% | +67+2.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,876 | $35.5 萬 | 0.02% | +20+0.7% | 加碼 |
| Intrinsic Value Partners, LLC | 2,886 | $35.6 萬 | 0.35% | −63−2.1% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,891 | $35.7 萬 | 0.13% | −7,867−73.1% | 減碼 |
| Persium Advisors, LLC | 2,902 | $35.8 萬 | 0.34% | −100−3.3% | 減碼 |
| Advisory Alpha, LLC | 2,907 | $35.9 萬 | 0.01% | +13+0.4% | 加碼 |
| Brookwood Investment Group LLC | 2,909 | $35.9 萬 | 0.06% | +2,909 | 新進 |
| Legacy Private Trust Co. | 2,912 | $36.0 萬 | 0.02% | +100+3.6% | 加碼 |
| Post Resch Tallon Group Inc. | 2,939 | $36.1 萬 | 0.37% | 00.0% | 不變 |
| ARS Investment Partners, LLC | 3,186 | $36.3 萬 | 0.03% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 2,950 | $36.4 萬 | 0.03% | −101−3.3% | 減碼 |
| Fort Sheridan Advisors LLC | 2,956 | $36.5 萬 | 0.06% | −27−0.9% | 減碼 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $36.5 萬 | 0.27% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 2,961 | $36.6 萬 | 0.03% | +12+0.4% | 加碼 |
| PFG Advisors | 2,962 | $36.6 萬 | 0.02% | +586+24.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,963 | $36.6 萬 | 0.02% | +26+0.9% | 加碼 |
| Verity Asset Management, Inc. | 2,972 | $36.7 萬 | 0.15% | 00.0% | 不變 |
| Aries Wealth Management | 2,973 | $36.7 萬 | 0.10% | 00.0% | 不變 |
| E&G Advisors, LP | 2,975 | $36.7 萬 | 0.10% | −42−1.4% | 減碼 |
| Plimoth Trust Co LLC | 2,976 | $36.7 萬 | 0.10% | +450+17.8% | 加碼 |
| Ballew Advisors, Inc | 3,775 | $36.8 萬 | 0.25% | −28−0.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $36.9 萬 | 0.00% | +300+9.1% | 加碼 |
| Kanawha Capital Management LLC | 2,995 | $37.0 萬 | 0.03% | +228+8.2% | 加碼 |
| Cito Capital Group, LLC | 3,000 | $37.0 萬 | 0.14% | 00.0% | 不變 |
| Magnus Financial Group LLC | 2,999 | $37.0 萬 | 0.04% | +70+2.4% | 加碼 |
| Simplicity Wealth,LLC | 3,013 | $37.2 萬 | 0.03% | +3,013 | 新進 |
| Van Strum & Towne Inc. | 3,031 | $37.4 萬 | 0.13% | 00.0% | 不變 |
| Callan Family Office, LLC | 3,046 | $37.6 萬 | 0.03% | −259−7.8% | 減碼 |
| Davidson Trust Co | 3,063 | $37.8 萬 | 0.18% | +27+0.9% | 加碼 |
| GHP Investment Advisors, Inc. | 3,073 | $37.9 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 3,073 | $37.9 萬 | 0.00% | +49+1.6% | 加碼 |
| Vectors Research Management, LLC | 3,081 | $38.0 萬 | 0.13% | 00.0% | 不變 |
| Founders Financial Securities LLC | 3,601 | $38.1 萬 | 0.03% | +214+6.3% | 加碼 |
| Callan Capital, LLC | 3,085 | $38.1 萬 | 0.03% | +38+1.2% | 加碼 |
| Granite Group Advisors, LLC | 3,087 | $38.1 萬 | 0.26% | 00.0% | 不變 |
| Plancorp, LLC | 3,093 | $38.2 萬 | 0.02% | −99−3.1% | 減碼 |
| West Tower Group, LLC | 3,100 | $38.3 萬 | 1.01% | −700−18.4% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 3,100 | $38.3 萬 | 0.01% | +3,100 | 新進 |
| Whittier Trust Co | 3,107 | $38.4 萬 | 0.01% | −93−2.9% | 減碼 |
| Waldron Private Wealth LLC | 3,108 | $38.4 萬 | 0.02% | −1,624−34.3% | 減碼 |
| Berger Financial Group, Inc | 3,122 | $38.6 萬 | 0.03% | −36,794−92.2% | 減碼 |
| Western Pacific Wealth Management, LP | 3,125 | $38.6 萬 | 0.35% | +490+18.6% | 加碼 |
| Reuter James Wealth Management, LLC | 3,131 | $38.7 萬 | 0.07% | −18−0.6% | 減碼 |