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 |
|---|---|---|---|---|---|
| Second Line Capital, LLC | 3,134 | $38.7 萬 | 0.10% | −300−8.7% | 減碼 |
| Beaton Management Co. Inc. | 3,131 | $38.7 萬 | 0.20% | +3,131 | 新進 |
| CoreFirst Bank & Trust | 3,148 | $38.9 萬 | 0.25% | 00.0% | 不變 |
| Vista Investment Partners LLC | 3,158 | $39.0 萬 | 0.12% | 00.0% | 不變 |
| First National Bank Sioux Falls | 3,184 | $39.3 萬 | 0.16% | 00.0% | 不變 |
| North Star Investment Management Corp. | 3,186 | $39.3 萬 | 0.03% | −1,492−31.9% | 減碼 |
| Old North State Trust, LLC | 3,454 | $39.4 萬 | 0.25% | 00.0% | 不變 |
| LCNB Corp | 3,194 | $39.4 萬 | 0.15% | −78−2.4% | 減碼 |
| Rossmore Private Capital | 3,194 | $39.4 萬 | 0.05% | −10−0.3% | 減碼 |
| Elm3 Financial Group, LLC | 3,196 | $39.5 萬 | 0.35% | −1,685−34.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 3,202 | $39.5 萬 | 0.01% | −20−0.6% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 3,202 | $39.5 萬 | 0.10% | +156+5.1% | 加碼 |
| Univest Financial Corp | 3,205 | $39.6 萬 | 0.03% | +4+0.1% | 加碼 |
| Measured Risk Portfolios, Inc. | 3,215 | $39.7 萬 | 0.43% | −110−3.3% | 減碼 |
| Joel Isaacson & Co., LLC | 3,217 | $39.7 萬 | 0.02% | −83−2.5% | 減碼 |
| Scotia Capital Inc. | 3,245 | $40.1 萬 | 0.00% | −430−11.7% | 減碼 |
| Riverbend Wealth Management, LLC | 3,246 | $40.1 萬 | 0.36% | +108+3.4% | 加碼 |
| Strategy Asset Managers LLC | 3,246 | $40.1 萬 | 0.08% | −2,129−39.6% | 減碼 |
| Athena Investment Management | 3,249 | $40.1 萬 | 0.24% | 00.0% | 不變 |
| Runnymede Capital Advisors, Inc. | 3,250 | $40.1 萬 | 0.38% | −15−0.5% | 減碼 |
| Perigon Wealth Management, LLC | 3,252 | $40.2 萬 | 0.01% | −139−4.1% | 減碼 |
| Longfellow Investment Management Co LLC | 3,262 | $40.3 萬 | 0.10% | 00.0% | 不變 |
| Skopos Labs, Inc. | 3,269 | $40.4 萬 | 0.09% | +1,123+52.3% | 加碼 |
| Ambassador Advisors, LLC | 3,288 | $40.6 萬 | 0.07% | +10.0% | 加碼 |
| Blue Edge Capital, LLC | 3,290 | $40.6 萬 | 0.07% | +4+0.1% | 加碼 |
| Roundview Capital LLC | 3,300 | $40.7 萬 | 0.03% | −340−9.3% | 減碼 |
| Smartleaf Asset Management LLC | 3,346 | $40.8 萬 | 0.04% | −98−2.8% | 減碼 |
| Allen Investment Management LLC | 3,318 | $41.0 萬 | 0.00% | 00.0% | 不變 |
| Perpetual Ltd | 3,330 | $41.1 萬 | 0.00% | +52+1.6% | 加碼 |
| LexAurum Advisors, LLC | 3,338 | $41.2 萬 | 0.08% | −10.0% | 減碼 |
| Wedgewood Investors Inc | 3,350 | $41.4 萬 | 0.49% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 3,356 | $41.4 萬 | 0.07% | +7+0.2% | 加碼 |
| Excalibur Management Corp | 3,357 | $41.4 萬 | 0.16% | −20−0.6% | 減碼 |
| MTM Investment Management, LLC | 3,337 | $41.5 萬 | 0.16% | −30−0.9% | 減碼 |
| Spire Wealth Management | 3,367 | $41.6 萬 | 0.01% | +505+17.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 3,376 | $41.7 萬 | 0.02% | −516−13.3% | 減碼 |
| Courier Capital LLC | 3,381 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 3,386 | $41.8 萬 | 0.01% | +787+30.3% | 加碼 |
| Tanager Wealth Management LLP | 3,388 | $41.8 萬 | 0.05% | +100+3.0% | 加碼 |
| Dearborn Partners LLC | 3,392 | $41.9 萬 | 0.02% | −3,277−49.1% | 減碼 |
| Clifford Group, LLC | 3,395 | $41.9 萬 | 0.39% | −640−15.9% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,400 | $42.0 萬 | 0.06% | −32−0.9% | 減碼 |
| Uniting Wealth Partners, LLC | 3,404 | $42.0 萬 | 0.21% | +5+0.1% | 加碼 |
| Brandywine Oak Private Wealth LLC | 3,413 | $42.1 萬 | 0.04% | −198−5.5% | 減碼 |
| Hanson & Doremus Investment Management | 3,420 | $42.2 萬 | 0.06% | −140−3.9% | 減碼 |
| PDS Planning, Inc | 3,421 | $42.2 萬 | 0.04% | +338+11.0% | 加碼 |
| Corbyn Investment Management Inc | 3,441 | $42.5 萬 | 0.16% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 3,450 | $42.6 萬 | 0.03% | −15−0.4% | 減碼 |
| Uncommon Cents Investing LLC | 3,451 | $42.6 萬 | 0.12% | −141−3.9% | 減碼 |
| Independence Bank of Kentucky | 3,451 | $42.6 萬 | 0.07% | +137+4.1% | 加碼 |
| MSH Capital Advisors LLC | 3,456 | $42.7 萬 | 0.13% | +101+3.0% | 加碼 |
| Welch Group, LLC | 3,506 | $42.7 萬 | 0.02% | +12+0.3% | 加碼 |
| Chesapeake Asset Management LLC | 3,466 | $42.8 萬 | 0.41% | +139+4.2% | 加碼 |
| Lindbrook Capital, LLC | 3,478 | $42.9 萬 | 0.04% | +178+5.4% | 加碼 |
| Wealth Alliance | 3,506 | $43.3 萬 | 0.05% | +453+14.8% | 加碼 |
| Parkside Financial Bank & Trust | 3,519 | $43.5 萬 | 0.06% | +1,135+47.6% | 加碼 |
| Biltmore Wealth Management, LLC | 3,528 | $43.6 萬 | 0.18% | −62−1.7% | 減碼 |
| First Horizon Advisors, Inc. | 3,535 | $43.7 萬 | 0.01% | +561+18.9% | 加碼 |
| Harbor Advisors LLC | 3,541 | $43.7 萬 | 0.08% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 3,548 | $43.8 萬 | 0.26% | +10.0% | 加碼 |
| Fulton Bank, N.A. | 3,566 | $44.0 萬 | 0.02% | −1,226−25.6% | 減碼 |
| Ronald Blue Trust, Inc. | 3,571 | $44.1 萬 | 0.01% | +18+0.5% | 加碼 |
| Nwam LLC | 3,588 | $44.3 萬 | 0.04% | −288−7.4% | 減碼 |
| Ballentine Partners, LLC | 3,592 | $44.4 萬 | 0.01% | +552+18.2% | 加碼 |
| Winton Group Ltd | 3,599 | $44.4 萬 | 0.03% | +3,599 | 新進 |
| BKD Wealth Advisors, LLC | 3,609 | $44.6 萬 | 0.01% | +37+1.0% | 加碼 |
| Corps Capital Advisors, LLC | 3,612 | $44.6 萬 | 0.47% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 3,614 | $44.6 萬 | 0.03% | −415−10.3% | 減碼 |
| Portman Square Capital LLP | 3,638 | $44.9 萬 | 0.06% | +3,638 | 新進 |
| Hills Bank & Trust Co | 3,643 | $45.0 萬 | 0.03% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 3,644 | $45.0 萬 | 0.01% | +31+0.9% | 加碼 |
| CX Institutional | 3,642 | $45.0 萬 | 0.02% | +469+14.8% | 加碼 |
| Pallas Capital Advisors LLC | 3,666 | $45.3 萬 | 0.02% | +1,419+63.2% | 加碼 |
| Paragon Capital Management Ltd | 3,666 | $45.3 萬 | 0.09% | +795+27.7% | 加碼 |
| Savvy Advisors, Inc. | 3,673 | $45.4 萬 | 0.05% | +10+0.3% | 加碼 |
| Weaver Consulting Group | 3,677 | $45.4 萬 | 0.14% | −35−0.9% | 減碼 |
| Generali Investments, Management Co LLC | 3,678 | $45.4 萬 | 0.13% | −784−17.6% | 減碼 |
| Drive Wealth Management, LLC | 3,686 | $45.5 萬 | 0.11% | −3,471−48.5% | 減碼 |
| Schnieders Capital Management LLC | 3,713 | $45.8 萬 | 0.10% | 00.0% | 不變 |
| Cadinha & Co LLC | 3,720 | $45.9 萬 | 0.10% | −300−7.5% | 減碼 |
| Ransom Advisory, Ltd | 3,725 | $46.0 萬 | 0.23% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 3,735 | $46.1 萬 | 0.04% | +457+13.9% | 加碼 |
| Whalerock Point Partners, LLC | 3,740 | $46.2 萬 | 0.11% | +250+7.2% | 加碼 |
| Graypoint LLC | 3,742 | $46.2 萬 | 0.03% | +139+3.9% | 加碼 |
| Conning Inc. | 3,745 | $46.2 萬 | 0.02% | −93−2.4% | 減碼 |
| Lincoln Capital LLC | 4,608 | $46.5 萬 | 0.10% | −233−4.8% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 3,767 | $46.5 萬 | 0.04% | −404−9.7% | 減碼 |
| Creekmur Asset Management LLC | 3,773 | $46.6 萬 | 0.10% | −2,886−43.3% | 減碼 |
| Moody National Bank Trust Division | 3,775 | $46.6 萬 | 0.05% | +710+23.2% | 加碼 |
| Everpar Advisors LLC | 3,786 | $46.7 萬 | 0.25% | −219−5.5% | 減碼 |
| Freestone Capital Holdings, LLC | 3,788 | $46.8 萬 | 0.02% | −11−0.3% | 減碼 |
| Aaron Wealth Advisors | 3,788 | $46.8 萬 | 0.05% | +153+4.2% | 加碼 |
| Foster & Motley Inc | 3,792 | $46.8 萬 | 0.03% | +49+1.3% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,539 | $46.8 萬 | 0.20% | −292−6.0% | 減碼 |
| Strategies Wealth Advisors, LLC | 3,792 | $46.8 萬 | 0.06% | +3,792 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,793 | $46.8 萬 | 0.04% | −23−0.6% | 減碼 |
| Chicago Trust Co NA | 3,808 | $47.0 萬 | 0.08% | +1,225+47.4% | 加碼 |
| Atlas Capital Advisors LLC | 3,820 | $47.2 萬 | 0.06% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 3,822 | $47.2 萬 | 0.03% | −2,030−34.7% | 減碼 |
| Three Seasons Wealth, LLC | 3,826 | $47.2 萬 | 0.23% | 00.0% | 不變 |