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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 18,656 | $230.4 萬 | 0.08% | −754−3.9% | 減碼 |
| Patten & Patten Inc | 18,648 | $230.3 萬 | 0.15% | −1,275−6.4% | 減碼 |
| Toroso Investments, LLC | 18,581 | $229.4 萬 | 0.02% | −4,335−18.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 18,578 | $229.4 萬 | 0.03% | −710−3.7% | 減碼 |
| Mattern Wealth Management LLC | 18,411 | $227.3 萬 | 0.50% | −1,577−7.9% | 減碼 |
| Banque Cantonale Vaudoise | 18,367 | $226.8 萬 | 0.10% | +18,367 | 新進 |
| Stratos Wealth Partners, LTD. | 18,344 | $226.5 萬 | 0.03% | −1,209−6.2% | 減碼 |
| Regions Financial Corp | 18,226 | $225.1 萬 | 0.02% | −314−1.7% | 減碼 |
| Cherokee Insurance Co | 18,150 | $224.1 萬 | 0.99% | 00.0% | 不變 |
| Catherine Avery Investment Management LLC | 17,869 | $220.6 萬 | 1.98% | +17,848+84,990.5% | 加碼 |
| Bessemer Group Inc | 17,756 | $219.2 萬 | 0.00% | −11,847−40.0% | 減碼 |
| Synovus Financial Corp | 17,743 | $219.1 萬 | 0.03% | −969−5.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 17,671 | $218.2 萬 | 0.03% | −96−0.5% | 減碼 |
| HBK Sorce Advisory LLC | 17,638 | $217.8 萬 | 0.06% | +64+0.4% | 加碼 |
| National Asset Management, Inc. | 17,628 | $217.7 萬 | 0.07% | −340−1.9% | 減碼 |
| Hancock Whitney Corp | 17,575 | $217.0 萬 | 0.07% | +304+1.8% | 加碼 |
| Snowden Capital Advisors LLC | 17,504 | $216.1 萬 | 0.07% | −476−2.6% | 減碼 |
| XML Financial, LLC | 17,456 | $215.5 萬 | 0.20% | −47−0.3% | 減碼 |
| Clifford Swan Investment Counsel LLC | 17,452 | $215.5 萬 | 0.08% | 00.0% | 不變 |
| Inscription Capital, LLC | 13,153 | $214.8 萬 | 0.36% | +13,153 | 新進 |
| Burney Co | 17,364 | $214.4 萬 | 0.08% | −645−3.6% | 減碼 |
| Profund Advisors LLC | 17,345 | $214.2 萬 | 0.09% | −20.0% | 減碼 |
| Huntleigh Advisors, Inc. | 17,208 | $212.5 萬 | 0.35% | +500+3.0% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $211.4 萬 | 0.20% | 00.0% | 不變 |
| Simplex Trading, LLC | 17,120 | $211.3 萬 | 0.07% | +5,721+50.2% | 加碼 |
| Vinva Investment Management Ltd | 17,349 | $211.2 萬 | 0.09% | +107+0.6% | 加碼 |
| F/M Investments LLC | 17,092 | $211.1 萬 | 0.08% | −696−3.9% | 減碼 |
| Avantax Planning Partners, Inc. | 17,067 | $210.7 萬 | 0.07% | −1,082−6.0% | 減碼 |
| Wisconsin Capital Management LLC | 17,030 | $210.3 萬 | 1.34% | −1,300−7.1% | 減碼 |
| Auxier Asset Management | 17,017 | $210.1 萬 | 0.31% | 00.0% | 不變 |
| Moser Wealth Advisors, LLC | 16,880 | $208.4 萬 | 1.09% | −340−2.0% | 減碼 |
| Cobblestone Capital Advisors LLC | 16,765 | $207.0 萬 | 0.11% | −560−3.2% | 減碼 |
| Northside Capital Management, LLC | 16,725 | $206.5 萬 | 0.34% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 16,452 | $203.1 萬 | 0.39% | +268+1.7% | 加碼 |
| Keystone Wealth Services, LLC | 16,418 | $202.7 萬 | 0.55% | −265−1.6% | 減碼 |
| Neville Rodie & Shaw Inc | 16,403 | $202.5 萬 | 0.16% | −125−0.8% | 減碼 |
| Allstate Corp | 16,355 | $202.0 萬 | 0.06% | +3,926+31.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 16,306 | $201.4 萬 | 0.04% | +50+0.3% | 加碼 |
| Cercano Management LLC | 16,290 | $201.1 萬 | 0.06% | −22,669−58.2% | 減碼 |
| Wilkins Investment Counsel Inc | 16,262 | $200.8 萬 | 0.29% | −287−1.7% | 減碼 |
| GTS Securities LLC | 16,210 | $200.2 萬 | 0.09% | −4,224−20.7% | 減碼 |
| Vident Advisory, LLC | 15,912 | $196.5 萬 | 0.03% | +3,850+31.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 15,754 | $194.5 萬 | 0.11% | −1,073−6.4% | 減碼 |
| FourThought Financial Partners, LLC | 15,682 | $193.6 萬 | 0.20% | −5,700−26.7% | 減碼 |
| William B. Walkup & Associates, Inc. | 15,662 | $193.4 萬 | 1.18% | +628+4.2% | 加碼 |
| PFG Investments, LLC | 15,647 | $193.2 萬 | 0.12% | +343+2.2% | 加碼 |
| South State Corp. | 15,628 | $193.0 萬 | 0.09% | +5,918+60.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 15,581 | $192.4 萬 | 0.04% | −114−0.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 15,474 | $191.1 萬 | 0.01% | +1,931+14.3% | 加碼 |
| Principal Securities, Inc. | 16,739 | $190.7 萬 | 0.04% | 00.0% | 不變 |
| Wedbush Securities Inc | 15,439 | $190.6 萬 | 0.07% | −1,110−6.7% | 減碼 |
| Empirical Finance, LLC | 15,426 | $190.5 萬 | 0.12% | +301+2.0% | 加碼 |
| Independent Solutions Wealth Management, LLC | 15,323 | $189.2 萬 | 0.42% | +123+0.8% | 加碼 |
| Harvest Portfolios Group Inc. | 15,315 | $189.1 萬 | 0.06% | +1,855+13.8% | 加碼 |
| LRT Capital Management, LLC | 15,237 | $188.1 萬 | 1.29% | +7,405+94.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 15,216 | $187.9 萬 | 0.05% | +5,967+64.5% | 加碼 |
| Koshinski Asset Management, Inc. | 15,066 | $186.0 萬 | 0.16% | −131−0.9% | 減碼 |
| Valeo Financial Advisors, LLC | 15,019 | $185.5 萬 | 0.05% | +836+5.9% | 加碼 |
| Stephens Inc | 14,984 | $185.0 萬 | 0.03% | −30.0% | 減碼 |
| Highland Capital Management Fund Advisors, L.P. | 14,962 | $184.8 萬 | 0.18% | +14,962 | 新進 |
| Caldwell Trust Co | 14,924 | $184.3 萬 | 0.20% | +691+4.9% | 加碼 |
| Assenagon Asset Management S.A. | 14,893 | $183.9 萬 | 0.00% | −558,599−97.4% | 減碼 |
| Bayesian Capital Management, LP | 14,800 | $182.8 萬 | 0.30% | +14,800 | 新進 |
| Crescent Sterling, Ltd. | 14,747 | $182.1 萬 | 1.87% | −25−0.2% | 減碼 |
| Haverford Trust Co | 14,745 | $182.1 萬 | 0.02% | −269−1.8% | 減碼 |
| Capital Advisors Inc | 14,707 | $181.6 萬 | 0.04% | −171−1.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 14,672 | $181.2 萬 | 0.07% | −292−2.0% | 減碼 |
| Everett Harris & Co | 14,592 | $180.2 萬 | 0.02% | −2,050−12.3% | 減碼 |
| Harbour Investment Management LLC | 14,521 | $179.3 萬 | 0.81% | −150−1.0% | 減碼 |
| Curbstone Financial Management Corp | 14,504 | $179.1 萬 | 0.38% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 14,484 | $178.9 萬 | 0.03% | −715−4.7% | 減碼 |
| Apollon Wealth Management, LLC | 14,474 | $178.7 萬 | 0.04% | +608+4.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 14,403 | $177.8 萬 | 0.02% | +1,567+12.2% | 加碼 |
| CAPROCK Group, Inc. | 14,375 | $177.5 萬 | 0.05% | +3,203+28.7% | 加碼 |
| Carret Asset Management, LLC | 14,338 | $177.0 萬 | 0.20% | −2,498−14.8% | 減碼 |
| Kovack Advisors, Inc. | 14,324 | $176.9 萬 | 0.19% | +12,034+525.5% | 加碼 |
| Terry L. Blaker | 14,201 | $175.4 萬 | 0.07% | −2,379−14.3% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 14,200 | $175.3 萬 | 0.23% | 00.0% | 不變 |
| Energy Income Partners, LLC | 14,035 | $173.3 萬 | 0.03% | +4,932+54.2% | 加碼 |
| Savant Capital, LLC | 14,015 | $173.1 萬 | 0.01% | −137−1.0% | 減碼 |
| NFJ Investment Group, LLC | 13,903 | $171.7 萬 | 0.06% | −654−4.5% | 減碼 |
| Mutual Advisors, LLC | 16,464 | $171.2 萬 | 0.05% | −388−2.3% | 減碼 |
| Logan Capital Management Inc | 13,839 | $170.9 萬 | 0.08% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 13,825 | $170.7 萬 | 0.05% | −110−0.8% | 減碼 |
| Bank Ozk | 13,780 | $170.2 萬 | 0.71% | +2,925+26.9% | 加碼 |
| Segment Wealth Management, LLC | 13,700 | $169.2 萬 | 0.11% | +3,233+30.9% | 加碼 |
| Farther Finance Advisors, LLC | 13,558 | $168.6 萬 | 0.04% | +5,372+65.6% | 加碼 |
| Marion Wealth Management | 13,634 | $168.4 萬 | 0.45% | +379+2.9% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 13,527 | $166.8 萬 | 1.60% | −320−2.3% | 減碼 |
| Clearstead Advisors, LLC | 13,452 | $166.1 萬 | 0.03% | +444+3.4% | 加碼 |
| CWC Advisors, LLC. | 13,439 | $165.9 萬 | 0.94% | +3,696+37.9% | 加碼 |
| Private Capital Management, LLC | 13,197 | $163.0 萬 | 0.18% | +51+0.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 13,182 | $162.8 萬 | 0.07% | +399+3.1% | 加碼 |
| YHB Investment Advisors, Inc. | 13,165 | $162.6 萬 | 0.14% | +273+2.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 13,135 | $162.2 萬 | 0.03% | +22+0.2% | 加碼 |
| First National Bank of Omaha | 13,123 | $162.0 萬 | 0.11% | −437−3.2% | 減碼 |
| Tweedy, Browne Co LLC | 13,101 | $161.8 萬 | 0.14% | −370−2.7% | 減碼 |
| Paragon Capital Management LLC | 12,989 | $160.4 萬 | 0.92% | −278−2.1% | 減碼 |
| Spears Abacus Advisors LLC | 12,947 | $159.9 萬 | 0.03% | +1,256+10.7% | 加碼 |
| Exeter Financial, LLC | 12,940 | $159.8 萬 | 0.72% | +210+1.6% | 加碼 |