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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 44,360 | $540.8 萬 | 0.00% | +10,057+29.3% | 加碼 |
| Generali Asset Management SPA SGR | 43,484 | $536.9 萬 | 0.13% | +15,874+57.5% | 加碼 |
| Level Four Advisory Services, LLC | 43,307 | $534.8 萬 | 0.22% | +5,849+15.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 43,127 | $532.5 萬 | 0.02% | −25,783−37.4% | 減碼 |
| Ieq Capital, LLC | 42,938 | $530.2 萬 | 0.04% | +18,939+78.9% | 加碼 |
| Colonial Trust Advisors | 42,795 | $528.4 萬 | 0.47% | +313+0.7% | 加碼 |
| Canal Insurance CO | 42,500 | $524.8 萬 | 1.24% | +10,000+30.8% | 加碼 |
| King Luther Capital Management Corp | 42,383 | $523.3 萬 | 0.02% | +288+0.7% | 加碼 |
| AlTi Global, Inc. | 42,232 | $521.5 萬 | 0.14% | −20,594−32.8% | 減碼 |
| OP Asset Management Ltd | 42,097 | $519.8 萬 | 0.09% | +42,097 | 新進 |
| Bokf, NA | 41,439 | $511.7 萬 | 0.09% | +4,874+13.3% | 加碼 |
| Coldstream Capital Management Inc | 41,283 | $509.8 萬 | 0.11% | +1,048+2.6% | 加碼 |
| CCM Investment Group, LLC | 41,683 | $507.5 萬 | 0.54% | −747−1.8% | 減碼 |
| Kesler, Norman & Wride, LLC | 40,865 | $504.6 萬 | 0.96% | −603−1.5% | 減碼 |
| Texas Yale Capital Corp. | 40,698 | $502.5 萬 | 0.21% | −10,325−20.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 40,647 | $501.9 萬 | 0.33% | +15,856+64.0% | 加碼 |
| Trajan Wealth LLC | 40,641 | $501.8 萬 | 0.27% | +1,521+3.9% | 加碼 |
| Atlantic Union Bankshares Corp | 40,561 | $500.8 萬 | 0.30% | −1,452−3.5% | 減碼 |
| Bremer Bank National Association | 40,553 | $500.7 萬 | 0.89% | +3,588+9.7% | 加碼 |
| Montgomery Investment Management Inc | 40,495 | $500.0 萬 | 1.99% | +100.0% | 加碼 |
| Sienna Gestion | 41,182 | $494.3 萬 | 0.41% | −2,687−6.1% | 減碼 |
| Heritage Trust Co | 39,907 | $492.8 萬 | 0.60% | +2,207+5.9% | 加碼 |
| Quotient Wealth Partners, LLC | 39,410 | $486.6 萬 | 0.16% | +3,736+10.5% | 加碼 |
| Aptus Capital Advisors, LLC | 39,321 | $485.5 萬 | 0.06% | +13,592+52.8% | 加碼 |
| Navellier & Associates Inc | 45,278 | $484.0 萬 | 0.67% | −7,552−14.3% | 減碼 |
| Brady Family Wealth, LLC | 38,990 | $481.4 萬 | 1.54% | +2,362+6.4% | 加碼 |
| Omers Administration Corp | 38,952 | $481.0 萬 | 0.04% | +20,670+113.1% | 加碼 |
| Shorepoint Capital Partners LLC | 38,814 | $479.3 萬 | 1.08% | +1,157+3.1% | 加碼 |
| Huntington National Bank | 38,486 | $475.2 萬 | 0.03% | −201−0.5% | 減碼 |
| Meyer Handelman Co | 38,472 | $475.1 萬 | 0.17% | −137−0.4% | 減碼 |
| Colonial Trust Co | 38,100 | $470.5 萬 | 0.73% | +168+0.4% | 加碼 |
| Rothschild Investment LLC | 37,936 | $468.4 萬 | 0.31% | −216−0.6% | 減碼 |
| CWM, LLC | 37,800 | $466.8 萬 | 0.02% | +6,951+22.5% | 加碼 |
| United Capital Financial Advisers, LLC | 37,772 | $466.4 萬 | 0.04% | +3,002+8.6% | 加碼 |
| Umb Bank N A | 37,506 | $463.1 萬 | 0.08% | +571+1.5% | 加碼 |
| Farmers & Merchants Investments Inc | 37,469 | $462.7 萬 | 0.15% | −525−1.4% | 減碼 |
| Rakuten Investment Management, Inc. | 37,747 | $459.6 萬 | 0.02% | +37,747 | 新進 |
| Cary Street Partners Financial LLC | 37,149 | $458.7 萬 | 0.15% | −885−2.3% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 36,943 | $456.2 萬 | 0.59% | +1,987+5.7% | 加碼 |
| Parsons Capital Management Inc | 36,718 | $453.4 萬 | 0.25% | −793−2.1% | 減碼 |
| HM Payson & Co | 36,692 | $453.1 萬 | 0.08% | −634−1.7% | 減碼 |
| River Road Asset Management, LLC | 36,647 | $452.5 萬 | 0.06% | +36,647 | 新進 |
| Ancora Advisors, LLC | 36,509 | $450.8 萬 | 0.10% | +121+0.3% | 加碼 |
| New Age Alpha Advisors, LLC | 36,020 | $444.8 萬 | 0.20% | +27,400+317.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 35,866 | $442.9 萬 | 0.21% | +3,331+10.2% | 加碼 |
| Altrius Capital Management Inc | 35,855 | $442.7 萬 | 1.08% | +1,409+4.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 35,849 | $442.7 萬 | 0.09% | +420+1.2% | 加碼 |
| Invesco, LLC | 35,791 | $441.9 萬 | 1.82% | −115−0.3% | 減碼 |
| Oppenheimer & Co Inc | 35,676 | $440.5 萬 | 0.07% | −11,277−24.0% | 減碼 |
| Private Advisor Group, LLC | 35,579 | $439.3 萬 | 0.03% | −1,311−3.6% | 減碼 |
| Capital Fund Management S.A. | 35,517 | $438.6 萬 | 0.06% | −123,619−77.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 35,467 | $437.9 萬 | 0.00% | +219+0.6% | 加碼 |
| Strategic Planning Group, LLC | 35,348 | $436.5 萬 | 0.85% | +6,774+23.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 35,186 | $434.5 萬 | 0.17% | +3,296+10.3% | 加碼 |
| Bryn Mawr Trust Co | 35,046 | $432.7 萬 | 0.08% | +131+0.4% | 加碼 |
| Woodline Partners LP | 34,891 | $430.8 萬 | 0.03% | +10,089+40.7% | 加碼 |
| Squarepoint Ops LLC | 34,651 | $427.9 萬 | 0.01% | −8,527−19.7% | 減碼 |
| Nations Financial Group Inc, | 34,279 | $423.3 萬 | 0.32% | −6,448−15.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 33,927 | $418.9 萬 | 0.02% | −613−1.8% | 減碼 |
| Balyasny Asset Management LLC | 33,804 | $417.4 萬 | 0.01% | −416,363−92.5% | 減碼 |
| Opus Investment Management Inc | 33,800 | $417.4 萬 | 2.98% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 33,778 | $417.1 萬 | 0.03% | +1,031+3.1% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 33,632 | $415.3 萬 | 0.60% | +1,455+4.5% | 加碼 |
| Community Bank & Trust, Waco, Texas | 33,563 | $414.4 萬 | 0.98% | +40+0.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 33,495 | $413.6 萬 | 0.79% | +557+1.7% | 加碼 |
| Steel Peak Wealth Management LLC | 33,357 | $411.9 萬 | 0.18% | +33,357 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33,251 | $410.6 萬 | 0.69% | +9,020+37.2% | 加碼 |
| Chatham Capital Group, Inc. | 33,155 | $409.4 萬 | 0.68% | −325−1.0% | 減碼 |
| Mizuho Securities USA LLC | 33,068 | $408.3 萬 | 0.09% | −6,074−15.5% | 減碼 |
| Miracle Mile Advisors, LLC | 33,066 | $408.3 萬 | 0.08% | −736−2.2% | 減碼 |
| Ossiam | 33,061 | $408.2 萬 | 0.06% | +33,061 | 新進 |
| Pinnacle Associates Ltd | 32,948 | $406.8 萬 | 0.06% | −195−0.6% | 減碼 |
| Clearbridge Investments, LLC | 32,933 | $406.7 萬 | 0.00% | −584−1.7% | 減碼 |
| Vontobel Holding Ltd. | 32,823 | $405.3 萬 | 0.01% | −2,554−7.2% | 減碼 |
| Northeast Financial Consultants Inc | 32,720 | $404.0 萬 | 0.18% | 00.0% | 不變 |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,517 | $401.5 萬 | 1.08% | +1,209+3.9% | 加碼 |
| McDonald Partners LLC | 32,312 | $399.7 萬 | 1.04% | −174−0.5% | 減碼 |
| NEOS Investment Management LLC | 32,348 | $399.4 萬 | 0.08% | +6,261+24.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 31,951 | $394.5 萬 | 0.12% | +11,933+59.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 31,826 | $393.0 萬 | 0.09% | −6,373−16.7% | 減碼 |
| Beacon Financial Group | 31,459 | $388.5 萬 | 0.42% | −3,320−9.5% | 減碼 |
| KBC Group NV | 31,433 | $388.1 萬 | 0.01% | −3,769−10.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 30,883 | $381.3 萬 | 0.03% | +1,351+4.6% | 加碼 |
| Independent Advisor Alliance | 30,820 | $380.6 萬 | 0.13% | +3,080+11.1% | 加碼 |
| First American Bank | 30,261 | $373.7 萬 | 0.28% | −93−0.3% | 減碼 |
| Two Sigma Investments, LP | 30,200 | $372.9 萬 | 0.01% | +156+0.5% | 加碼 |
| Arkadios Wealth Advisors | 30,188 | $372.8 萬 | 0.14% | −18,712−38.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 30,055 | $371.1 萬 | 0.09% | +9,376+45.3% | 加碼 |
| Everence Capital Management Inc | 30,050 | $371.1 萬 | 0.25% | +3,430+12.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 29,748 | $367.3 萬 | 0.10% | +8,796+42.0% | 加碼 |
| Ellerson Group Inc | 29,747 | $367.3 萬 | 2.92% | +326+1.1% | 加碼 |
| Fundamentun, LLC | 29,683 | $366.5 萬 | 0.20% | +5,762+24.1% | 加碼 |
| Benjamin Edwards Inc | 29,447 | $363.6 萬 | 0.05% | −3,392−10.3% | 減碼 |
| Baxter Bros Inc | 29,437 | $363.5 萬 | 0.48% | +287+1.0% | 加碼 |
| HB Wealth Management, LLC | 29,276 | $361.5 萬 | 0.03% | +6,737+29.9% | 加碼 |
| Virginia Wealth Management Group, Inc. | 29,137 | $359.8 萬 | 2.22% | −1,176−3.9% | 減碼 |
| SevenBridge Financial Group, LLC | 30,224 | $358.7 萬 | 0.71% | +3,016+11.1% | 加碼 |
| German American Bancorp, Inc. | 28,701 | $354.4 萬 | 0.38% | +447+1.6% | 加碼 |
| Resources Investment Advisors, LLC. | 28,635 | $353.6 萬 | 0.04% | −117−0.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 28,575 | $352.8 萬 | 0.04% | −18,626−39.5% | 減碼 |