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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 12,730 | $157.2 萬 | 0.02% | +716+6.0% | 加碼 |
| Evercore Wealth Management, LLC | 12,624 | $155.9 萬 | 0.03% | 00.0% | 不變 |
| Ar Asset Management Inc | 12,600 | $155.6 萬 | 0.35% | 00.0% | 不變 |
| Fruth Investment Management | 12,473 | $154.0 萬 | 0.43% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 12,465 | $153.9 萬 | 0.43% | −5,291−29.8% | 減碼 |
| Sowell Financial Services LLC | 12,392 | $153.0 萬 | 0.07% | +619+5.3% | 加碼 |
| Rowland & Co Investment Counsel | 12,283 | $151.7 萬 | 0.32% | +262+2.2% | 加碼 |
| Sigma Planning Corp | 12,274 | $151.6 萬 | 0.05% | −375−3.0% | 減碼 |
| Counterweight Ventures, LLC | 12,237 | $151.1 萬 | 1.08% | +687+5.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 12,201 | $150.7 萬 | 0.22% | +12,201 | 新進 |
| Orca Wealth Management, LLC | 12,165 | $150.2 萬 | 1.34% | +28+0.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 12,159 | $150.1 萬 | 0.05% | +10.0% | 加碼 |
| Buckingham Strategic Partners | 12,151 | $150.1 萬 | 0.02% | +2,710+28.7% | 加碼 |
| Equitable Holdings, Inc. | 12,050 | $148.8 萬 | 0.01% | +1,033+9.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 12,005 | $148.2 萬 | 0.11% | −9,226−43.5% | 減碼 |
| Pathway Financial Advisers, LLC | 11,988 | $148.0 萬 | 0.51% | +277+2.4% | 加碼 |
| Ostrum Asset Management | 11,934 | $147.4 萬 | 0.08% | −316−2.6% | 減碼 |
| Nicholson Wealth Management Group, LLC | 11,913 | $147.1 萬 | 0.97% | +10.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 11,862 | $146.5 萬 | 0.02% | −250−2.1% | 減碼 |
| Great Lakes Retirement, Inc. | 11,839 | $146.2 萬 | 0.19% | +935+8.6% | 加碼 |
| Gateway Investment Advisers LLC | 11,836 | $146.2 萬 | 0.02% | +1,200+11.3% | 加碼 |
| Ethic Inc. | 11,744 | $146.0 萬 | 0.03% | +2,649+29.1% | 加碼 |
| Sustainable Insight Capital Management, LLC | 11,800 | $145.7 萬 | 0.73% | +11,800 | 新進 |
| Thoroughbred Financial Services, LLC | 11,773 | $145.3 萬 | 0.09% | +744+6.7% | 加碼 |
| Donoghue Forlines LLC | 11,736 | $144.9 萬 | 0.46% | −889−7.0% | 減碼 |
| Investment Management Corp of Ontario | 11,701 | $144.5 萬 | 0.03% | +11,701 | 新進 |
| Jump Financial, LLC | 11,700 | $144.5 萬 | 0.02% | +8,930+322.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,641 | $143.7 萬 | 0.02% | −49−0.4% | 減碼 |
| Shelton Capital Management | 11,634 | $143.7 萬 | 0.03% | −1,874−13.9% | 減碼 |
| Consolidated Planning Corp | 11,621 | $143.5 萬 | 0.20% | −1,721−12.9% | 減碼 |
| Red Cedar Investment Management, LLC | 11,596 | $143.2 萬 | 0.20% | 00.0% | 不變 |
| Bangor Savings Bank | 11,559 | $142.7 萬 | 0.13% | −400−3.3% | 減碼 |
| First National Advisers, LLC | 11,481 | $141.8 萬 | 0.23% | −264−2.2% | 減碼 |
| Greenleaf Trust | 11,477 | $141.7 萬 | 0.01% | +94+0.8% | 加碼 |
| Meeder Advisory Services, Inc. | 11,449 | $141.4 萬 | 0.08% | +1,517+15.3% | 加碼 |
| Brighton Jones LLC | 11,408 | $140.9 萬 | 0.05% | +1,169+11.4% | 加碼 |
| Boyd Watterson Asset Management LLC | 11,307 | $139.6 萬 | 0.45% | −52−0.5% | 減碼 |
| Bragg Financial Advisors, Inc | 11,279 | $139.3 萬 | 0.06% | −10−0.1% | 減碼 |
| Flavin Financial Services, Inc. | 11,277 | $139.2 萬 | 1.28% | +832+8.0% | 加碼 |
| Moors & Cabot, Inc. | 11,270 | $139.2 萬 | 0.07% | −410−3.5% | 減碼 |
| Jacobi Capital Management LLC | 11,155 | $137.7 萬 | 0.10% | +79+0.7% | 加碼 |
| Umpqua Bank | 10,975 | $135.5 萬 | 0.47% | +366+3.4% | 加碼 |
| Parallel Advisors, LLC | 10,959 | $135.3 萬 | 0.03% | +678+6.6% | 加碼 |
| Ethos Financial Group, LLC | 11,334 | $135.3 萬 | 0.13% | +8,880+361.9% | 加碼 |
| BBR Partners, LLC | 10,780 | $133.1 萬 | 0.09% | +10,780 | 新進 |
| CFM Wealth Partners LLC | 10,603 | $130.9 萬 | 0.23% | −23−0.2% | 減碼 |
| Independent Financial Group, LLC | 10,564 | $130.4 萬 | 0.04% | +897+9.3% | 加碼 |
| Tower Bridge Advisors | 10,549 | $130.3 萬 | 0.15% | −50−0.5% | 減碼 |
| Wahed Invest LLC | 10,539 | $130.1 萬 | 0.23% | +315+3.1% | 加碼 |
| Resources Management Corp | 10,436 | $128.9 萬 | 0.18% | −741−6.6% | 減碼 |
| Allworth Financial LP | 12,240 | $128.1 萬 | 0.01% | −3,022−19.8% | 減碼 |
| EP Wealth Advisors, LLC | 10,372 | $128.1 萬 | 0.01% | +671+6.9% | 加碼 |
| Merit Financial Group, LLC | 10,331 | $127.6 萬 | 0.02% | +1,959+23.4% | 加碼 |
| Jeppson Wealth Management, LLC | 10,294 | $127.1 萬 | 0.47% | +15+0.1% | 加碼 |
| Mairs & Power Inc | 10,287 | $127.0 萬 | 0.01% | +2,171+26.7% | 加碼 |
| Quadrant Capital Group LLC | 10,285 | $127.0 萬 | 0.05% | +5,804+129.5% | 加碼 |
| Applied Finance Capital Management, LLC | 10,278 | $126.9 萬 | 0.09% | +839+8.9% | 加碼 |
| Financial Advocates Investment Management | 10,192 | $125.9 萬 | 0.09% | +12+0.1% | 加碼 |
| Signaturefd, LLC | 10,114 | $124.9 萬 | 0.02% | +525+5.5% | 加碼 |
| Martingale Asset Management L P | 10,110 | $124.8 萬 | 0.03% | −350−3.3% | 減碼 |
| Smith Group Asset Management, LLC | 10,084 | $124.5 萬 | 0.09% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 10,072 | $124.4 萬 | 0.59% | +10.0% | 加碼 |
| Bridgefront Capital, LLC | 10,061 | $124.2 萬 | 0.36% | +3,430+51.7% | 加碼 |
| We Are One Seven, LLC | 10,038 | $124.0 萬 | 0.05% | +3,586+55.6% | 加碼 |
| ING Groep NV | 10,034 | $123.9 萬 | 0.01% | −1,062,713−99.1% | 減碼 |
| Crossingbridge Advisors, LLC | 10,000 | $123.5 萬 | 0.66% | +10,000 | 新進 |
| Integrated Wealth Concepts LLC | 9,963 | $123.0 萬 | 0.01% | +266+2.7% | 加碼 |
| Keeley-Teton Advisors, LLC | 9,876 | $121.9 萬 | 0.15% | −233−2.3% | 減碼 |
| Adirondack Trust Co | 9,872 | $121.9 萬 | 0.48% | −51−0.5% | 減碼 |
| Horizon Investments, LLC | 9,863 | $121.8 萬 | 0.04% | +137+1.4% | 加碼 |
| Smith, Moore & Co. | 9,844 | $121.5 萬 | 0.11% | −888−8.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,839 | $121.5 萬 | 0.01% | +287+3.0% | 加碼 |
| J. W. Coons Advisors, LLC | 9,818 | $121.2 萬 | 0.32% | +160+1.7% | 加碼 |
| Martin Capital Partners, LLC | 9,804 | $121.1 萬 | 1.45% | −29−0.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,726 | $120.1 萬 | 0.03% | −65−0.7% | 減碼 |
| Alta Capital Management LLC | 9,712 | $119.9 萬 | 0.08% | +30+0.3% | 加碼 |
| Annex Advisory Services, LLC | 9,676 | $119.5 萬 | 0.03% | −153,246−94.1% | 減碼 |
| Cullinan Associates Inc | 9,639 | $119.0 萬 | 0.08% | −100−1.0% | 減碼 |
| GAMMA Investing LLC | 9,634 | $119.0 萬 | 0.09% | +1,268+15.2% | 加碼 |
| United Services Automobile Association | 9,709 | $118.2 萬 | 0.04% | +9,709 | 新進 |
| Ramirez Asset Management, Inc. | 9,562 | $118.1 萬 | 0.25% | 00.0% | 不變 |
| Lokken Investment Group LLC | 9,528 | $117.7 萬 | 0.50% | +256+2.8% | 加碼 |
| Parcion Private Wealth LLC | 9,503 | $117.3 萬 | 0.10% | +267+2.9% | 加碼 |
| Beacon Investment Advisors LLC | 9,435 | $116.5 萬 | 0.55% | +19+0.2% | 加碼 |
| Wimmer Associates 1, LLC | 9,205 | $115.6 萬 | 0.61% | −400−4.2% | 減碼 |
| Capital Advisors Wealth Management, LLC | 9,330 | $115.2 萬 | 0.20% | +395+4.4% | 加碼 |
| Cornerstone Advisors, LLC | 9,200 | $113.6 萬 | 0.05% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,167 | $113.2 萬 | 0.04% | +93+1.0% | 加碼 |
| Maven Securities LTD | 9,124 | $112.7 萬 | 0.25% | +9,124 | 新進 |
| JBR Co Financial Management Inc | 9,070 | $112.0 萬 | 0.66% | −450−4.7% | 減碼 |
| Lee Danner & Bass Inc | 9,038 | $111.6 萬 | 0.09% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 9,030 | $111.5 萬 | 0.23% | +294+3.4% | 加碼 |
| Naviter Wealth, LLC | 9,157 | $111.5 萬 | 0.14% | −96−1.0% | 減碼 |
| SummitTX Capital, L.P. | 9,022 | $111.4 萬 | 0.05% | +9,022 | 新進 |
| Ingalls & Snyder LLC | 9,022 | $111.4 萬 | 0.04% | −10−0.1% | 減碼 |
| Delta Financial Advisors LLC | 8,975 | $110.8 萬 | 0.42% | +10.0% | 加碼 |
| Sterling Capital Management LLC | 8,898 | $109.9 萬 | 0.02% | −639−6.7% | 減碼 |
| Intrua Financial, LLC | 8,890 | $109.8 萬 | 0.17% | +718+8.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 8,874 | $109.6 萬 | 0.07% | −31−0.3% | 減碼 |
| Two Sigma Securities, LLC | 8,833 | $109.1 萬 | 0.17% | +6,441+269.3% | 加碼 |