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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 84,805 | $1,048 萬 | 0.13% | +19,362+29.6% | 加碼 |
| Skba Capital Management LLC | 84,435 | $1,043 萬 | 1.55% | −300−0.4% | 減碼 |
| Pathstone Holdings, LLC | 83,664 | $1,033 萬 | 0.04% | +28,009+50.3% | 加碼 |
| La Banque Postale Asset Management SA | 83,256 | $1,028 萬 | 0.16% | +14,333+20.8% | 加碼 |
| Guggenheim Capital LLC | 83,108 | $1,026 萬 | 0.10% | +16,785+25.3% | 加碼 |
| ProShare Advisors LLC | 83,078 | $1,026 萬 | 0.02% | −1,654−2.0% | 減碼 |
| Daymark Wealth Partners, LLC | 82,943 | $1,024 萬 | 0.44% | +113+0.1% | 加碼 |
| Heritage Investors Management Corp | 82,539 | $1,019 萬 | 0.35% | +158+0.2% | 加碼 |
| GWM Advisors LLC | 81,525 | $1,007 萬 | 0.06% | +2,661+3.4% | 加碼 |
| Amalgamated Bank | 80,038 | $988.3 萬 | 0.08% | +837+1.1% | 加碼 |
| Teacher Retirement System of Texas | 79,556 | $982.4 萬 | 0.04% | −50,791−39.0% | 減碼 |
| British Columbia Investment Management Corp | 78,984 | $975.3 萬 | 0.06% | −1,167−1.5% | 減碼 |
| American Century Companies Inc | 78,643 | $971.1 萬 | 0.01% | −180,796−69.7% | 減碼 |
| Adell Harriman & Carpenter Inc | 78,125 | $964.7 萬 | 0.73% | −8,021−9.3% | 減碼 |
| DnB Asset Management AS | 77,390 | $955.6 萬 | 0.04% | +75,168+3,382.9% | 加碼 |
| Marco Investment Management LLC | 77,147 | $952.6 萬 | 0.88% | −1,835−2.3% | 減碼 |
| Kestra Advisory Services, LLC | 76,624 | $946.2 萬 | 0.05% | −3,363−4.2% | 減碼 |
| Two Sigma Advisers, LP | 76,500 | $944.6 萬 | 0.02% | +25,800+50.9% | 加碼 |
| Daiwa Securities Group Inc. | 76,503 | $944.6 萬 | 0.04% | +7,751+11.3% | 加碼 |
| Advisory Services Network, LLC | 76,385 | $943.2 萬 | 0.18% | −5,860−7.1% | 減碼 |
| Cambria Investment Management, L.P. | 76,158 | $940.4 萬 | 0.66% | −7,557−9.0% | 減碼 |
| Pacific Heights Asset Management LLC | 75,000 | $926.1 萬 | 0.63% | −75,000−50.0% | 減碼 |
| Simmons Bank | 74,319 | $917.7 萬 | 0.69% | −1,489−2.0% | 減碼 |
| WSFS Capital Management, LLC | 73,987 | $913.6 萬 | 0.55% | −3,727−4.8% | 減碼 |
| Varma Mutual Pension Insurance Co | 73,800 | $911.3 萬 | 0.08% | −6,600−8.2% | 減碼 |
| Spirit of America Management Corp | 73,536 | $908.0 萬 | 1.84% | −1,400−1.9% | 減碼 |
| Quantinno Capital Management LP | 73,174 | $903.6 萬 | 0.06% | +34,509+89.3% | 加碼 |
| AXA S.A. | 73,104 | $902.7 萬 | 0.03% | −5,042−6.5% | 減碼 |
| Sendero Wealth Management, LLC | 72,651 | $897.1 萬 | 1.25% | +49,905+219.4% | 加碼 |
| Visionary Wealth Advisors | 72,092 | $890.2 萬 | 0.53% | +3,770+5.5% | 加碼 |
| CIBC Asset Management Inc | 71,976 | $888.8 萬 | 0.03% | −708−1.0% | 減碼 |
| Calamos Advisors LLC | 71,944 | $888.4 萬 | 0.04% | +801+1.1% | 加碼 |
| Fort Point Capital Partners LLC | 71,633 | $884.5 萬 | 0.99% | −70.0% | 減碼 |
| Venture Visionary Partners LLC | 70,592 | $871.7 萬 | 0.37% | +396+0.6% | 加碼 |
| CIBC World Markets Inc. | 69,512 | $858.3 萬 | 0.02% | +46,826+206.4% | 加碼 |
| FIL Ltd | 68,664 | $847.9 萬 | 0.01% | +68,664 | 新進 |
| Utah Retirement Systems | 68,367 | $844.2 萬 | 0.10% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 67,976 | $839.4 萬 | 0.01% | −296,086−81.3% | 減碼 |
| IFM Investors Pty Ltd | 67,621 | $835.0 萬 | 0.09% | +4,766+7.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 66,778 | $824.6 萬 | 0.48% | +260+0.4% | 加碼 |
| Rodgers Brothers Inc. | 66,513 | $821.3 萬 | 1.09% | +17,100+34.6% | 加碼 |
| Advisors Capital Management, LLC | 63,433 | $783.3 萬 | 0.12% | +4,002+6.7% | 加碼 |
| Cypress Capital Group | 63,410 | $783.0 萬 | 1.03% | −1,125−1.7% | 減碼 |
| Foundation Resource Management Inc | 63,346 | $782.2 萬 | 1.23% | −1,569−2.4% | 減碼 |
| Yousif Capital Management, LLC | 61,411 | $758.3 萬 | 0.09% | +465+0.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 60,743 | $748.8 萬 | 0.02% | +19,059+45.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 59,922 | $739.9 萬 | 0.07% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 59,514 | $734.9 萬 | 0.47% | +4,046+7.3% | 加碼 |
| Mercer Global Advisors Inc | 59,314 | $732.4 萬 | 0.02% | −29,177−33.0% | 減碼 |
| Xponance, Inc. | 59,193 | $730.9 萬 | 0.07% | +563+1.0% | 加碼 |
| Brown Advisory Inc | 57,294 | $707.5 萬 | 0.01% | −14,143−19.8% | 減碼 |
| Advisors Asset Management, Inc. | 56,870 | $702.2 萬 | 0.13% | −6,476−10.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 56,568 | $698.5 萬 | 0.03% | −288−0.5% | 減碼 |
| Alley Investment Management Company, LLC | 56,531 | $698.0 萬 | 0.88% | +555+1.0% | 加碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $688.1 萬 | 2.39% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 65,636 | $683.0 萬 | 0.10% | 00.0% | 不變 |
| New York Life Investment Management LLC | 55,265 | $682.4 萬 | 0.07% | −215−0.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 54,366 | $671.3 萬 | 0.02% | −1,092−2.0% | 減碼 |
| Commerce Bank | 53,588 | $661.7 萬 | 0.04% | −1,754−3.2% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 52,869 | $652.8 萬 | 1.40% | −1,651−3.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 52,768 | $651.6 萬 | 0.20% | +45,527+628.7% | 加碼 |
| Leavell Investment Management, Inc. | 52,459 | $647.8 萬 | 0.32% | −1,767−3.3% | 減碼 |
| Telos Capital Management, Inc. | 52,415 | $647.2 萬 | 0.71% | +1,304+2.6% | 加碼 |
| Disciplined Investments, LLC | 51,748 | $639.0 萬 | 2.93% | +274+0.5% | 加碼 |
| Schroder Investment Management Group | 52,268 | $636.4 萬 | 0.01% | −2,237−4.1% | 減碼 |
| Kornitzer Capital Management Inc | 51,402 | $634.7 萬 | 0.13% | −274−0.5% | 減碼 |
| Gotham Asset Management, LLC | 51,313 | $633.6 萬 | 0.05% | −100,217−66.1% | 減碼 |
| Nissay Asset Management Corp | 51,293 | $633.4 萬 | 0.04% | −27−0.1% | 減碼 |
| Brick & Kyle, Associates | 51,808 | $626.2 萬 | 2.87% | −875−1.7% | 減碼 |
| Warren Averett Asset Management, LLC | 50,438 | $622.8 萬 | 0.08% | +43,100+587.4% | 加碼 |
| RBF Capital, LLC | 50,000 | $617.4 萬 | 0.39% | 00.0% | 不變 |
| CIBC World Markets Corp | 49,814 | $615.1 萬 | 0.05% | −15,614−23.9% | 減碼 |
| Wealthfront Advisers LLC | 49,492 | $611.1 萬 | 0.02% | +4,123+9.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,226 | $607.8 萬 | 0.06% | +929+1.9% | 加碼 |
| Illinois Municipal Retirement Fund | 49,225 | $607.8 萬 | 0.09% | −2,392−4.6% | 減碼 |
| NewSquare Capital LLC | 49,747 | $606.2 萬 | 0.49% | −290−0.6% | 減碼 |
| Mirador Capital Partners LP | 49,073 | $606.0 萬 | 1.06% | +1,858+3.9% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 52,804 | $599.2 萬 | 0.33% | +52,804 | 新進 |
| Wolverine Trading, LLC | 49,087 | $597.7 萬 | 0.19% | +27,269+125.0% | 加碼 |
| State of Alaska, Department of Revenue | 48,396 | $597.5 萬 | 0.07% | +1,310+2.8% | 加碼 |
| TD Waterhouse Canada Inc. | 47,878 | $595.1 萬 | 0.05% | +14,856+45.0% | 加碼 |
| Park Avenue Securities LLC | 48,156 | $594.6 萬 | 0.07% | +382+0.8% | 加碼 |
| Scissortail Wealth Management, LLC | 48,146 | $594.5 萬 | 1.53% | −143−0.3% | 減碼 |
| Mutual of America Capital Management LLC | 48,020 | $593.0 萬 | 0.07% | −1,449−2.9% | 減碼 |
| Lido Advisors, LLC | 48,015 | $592.9 萬 | 0.03% | +1,274+2.7% | 加碼 |
| Dakota Wealth Management | 47,906 | $591.5 萬 | 0.14% | −2,580−5.1% | 減碼 |
| Wesbanco Bank Inc | 47,740 | $589.5 萬 | 0.20% | −1,109−2.3% | 減碼 |
| Bank of Nova Scotia | 47,545 | $587.1 萬 | 0.01% | −193,306−80.3% | 減碼 |
| Royal Fund Management, LLC | 46,986 | $585.5 萬 | 0.70% | −3,395−6.7% | 減碼 |
| Stablepoint Partners, LLC | 47,328 | $584.4 萬 | 1.06% | +3,589+8.2% | 加碼 |
| Swiss Life Asset Management Ltd | 46,976 | $580.1 萬 | 0.04% | +11,320+31.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 47,130 | $573.9 萬 | 0.02% | +4,425+10.4% | 加碼 |
| Stolper Co | 46,147 | $569.8 萬 | 1.87% | −137−0.3% | 減碼 |
| Prospera Financial Services Inc | 45,932 | $567.4 萬 | 0.13% | +15,973+53.3% | 加碼 |
| Salem Investment Counselors Inc | 45,884 | $566.6 萬 | 0.20% | +4,620+11.2% | 加碼 |
| Kingsview Wealth Management, LLC | 45,870 | $566.4 萬 | 0.11% | +5,075+12.4% | 加碼 |
| Cohen & Steers, Inc. | 45,431 | $561.0 萬 | 0.01% | −46,232−50.4% | 減碼 |
| MAI Capital Management | 44,664 | $551.5 萬 | 0.04% | −1,461−3.2% | 減碼 |
| JustInvest LLC | 44,486 | $549.3 萬 | 0.08% | +5,454+14.0% | 加碼 |
| Mackenzie Financial Corp | 43,884 | $541.9 萬 | 0.01% | +1,445+3.4% | 加碼 |