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 |
|---|---|---|---|---|---|
| Guyasuta Investment Advisors Inc | 8,754 | $108.1 萬 | 0.07% | +38+0.4% | 加碼 |
| DRW Securities, LLC | 8,748 | $107.9 萬 | 0.09% | +6,821+354.0% | 加碼 |
| Glenview Trust Co | 8,720 | $107.7 萬 | 0.02% | −448−4.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 8,635 | $106.6 萬 | 0.05% | +40.0% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 8,617 | $106.4 萬 | 0.26% | −2,140−19.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 8,559 | $105.7 萬 | 0.06% | −72−0.8% | 減碼 |
| Aquatic Capital Management LLC | 8,523 | $105.2 萬 | 0.03% | −75,870−89.9% | 減碼 |
| AE Wealth Management LLC | 8,503 | $105.0 萬 | 0.01% | +134+1.6% | 加碼 |
| Natixis | 8,500 | $104.8 萬 | 0.01% | −17,917−67.8% | 減碼 |
| Argent Trust Co | 8,414 | $103.9 萬 | 0.04% | −213−2.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 8,349 | $103.1 萬 | 0.00% | −4,351−34.3% | 減碼 |
| Fiduciary Alliance LLC | 8,313 | $102.7 萬 | 0.10% | +754+10.0% | 加碼 |
| Mystic Asset Management, Inc. | 8,287 | $102.3 萬 | 0.27% | +51+0.6% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,262 | $102.0 萬 | 0.21% | −53−0.6% | 減碼 |
| Verdence Capital Advisors LLC | 8,245 | $101.8 萬 | 0.08% | −201−2.4% | 減碼 |
| MONECO Advisors, LLC | 8,237 | $101.7 萬 | 0.11% | −28−0.3% | 減碼 |
| Jain Global LLC | 8,191 | $101.1 萬 | 0.02% | +8,191 | 新進 |
| Stegent Equity Advisors, Inc. | 8,185 | $101.1 萬 | 1.03% | +2,553+45.3% | 加碼 |
| Barry Investment Advisors, LLC | 8,182 | $101.0 萬 | 0.27% | −292−3.4% | 減碼 |
| BWM Planning, LLC | 8,162 | $100.8 萬 | 0.43% | −78−0.9% | 減碼 |
| Siemens Fonds Invest GmbH | 8,161 | $100.8 萬 | 0.07% | +8,161 | 新進 |
| Lebenthal Global Advisors, LLC | 8,094 | $99.9 萬 | 0.19% | +121+1.5% | 加碼 |
| Pensionmark Financial Group, LLC | 8,079 | $99.8 萬 | 0.03% | +385+5.0% | 加碼 |
| Westwood Holdings Group Inc. | 8,073 | $99.7 萬 | 0.01% | −2,113−20.7% | 減碼 |
| Fairfield, Bush & Co. | 8,062 | $99.5 萬 | 0.63% | −1,272−13.6% | 減碼 |
| Searle & Co. | 8,025 | $99.1 萬 | 0.28% | 00.0% | 不變 |
| Cowa, LLC | 8,000 | $98.8 萬 | 0.42% | −99−1.2% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 8,647 | $98.5 萬 | 0.32% | +108+1.3% | 加碼 |
| Patten Group, Inc. | 7,963 | $98.3 萬 | 0.23% | −257−3.1% | 減碼 |
| Westmount Partners, LLC | 7,935 | $98.0 萬 | 0.30% | +20.0% | 加碼 |
| Strategic Advisors LLC | 7,929 | $97.9 萬 | 0.19% | −143−1.8% | 減碼 |
| Oak Hill Wealth Advisors, LLC | 7,912 | $97.7 萬 | 0.23% | 00.0% | 不變 |
| SCS Capital Management LLC | 7,789 | $96.2 萬 | 0.01% | +7,789 | 新進 |
| Van Hulzen Asset Management, LLC | 7,720 | $95.3 萬 | 0.09% | +7+0.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 7,700 | $95.1 萬 | 0.02% | +7,700 | 新進 |
| Arvest Bank Trust Division | 7,678 | $94.8 萬 | 0.06% | +32+0.4% | 加碼 |
| Eagle Global Advisors LLC | 7,629 | $94.2 萬 | 0.04% | −125−1.6% | 減碼 |
| Jefferies Financial Group Inc. | 7,624 | $94.1 萬 | 0.02% | −194,465−96.2% | 減碼 |
| Forum Financial Management, LP | 7,618 | $94.1 萬 | 0.02% | +132+1.8% | 加碼 |
| First National Trust Co | 7,607 | $93.9 萬 | 0.04% | −2,768−26.7% | 減碼 |
| Bull Street Advisors, LLC | 7,606 | $93.9 萬 | 0.45% | 00.0% | 不變 |
| Fiduciary Group LLC | 7,454 | $92.0 萬 | 0.09% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,444 | $91.9 萬 | 0.12% | −539−6.8% | 減碼 |
| Navalign, LLC | 7,414 | $91.5 萬 | 0.26% | +389+5.5% | 加碼 |
| Impact Capital Partners LLC | 7,400 | $91.4 萬 | 0.33% | +869+13.3% | 加碼 |
| Vestcor Inc | 7,397 | $91.3 萬 | 0.03% | −10,293−58.2% | 減碼 |
| Heritage Wealth Management, Inc. | 7,360 | $90.9 萬 | 0.31% | −93−1.2% | 減碼 |
| Baker Ellis Asset Management LLC | 7,343 | $90.7 萬 | 0.13% | −100−1.3% | 減碼 |
| Oddo BHF Asset Management SAS | 7,317 | $90.4 萬 | 0.04% | −2,435−25.0% | 減碼 |
| MUFG Securities Americas Inc. | 7,310 | $90.3 萬 | 0.10% | +1,213+19.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 7,308 | $90.2 萬 | 0.05% | +1,818+33.1% | 加碼 |
| Bradley Foster & Sargent Inc | 7,291 | $90.0 萬 | 0.02% | −185−2.5% | 減碼 |
| WealthTrust Axiom LLC | 7,241 | $89.4 萬 | 0.27% | +81+1.1% | 加碼 |
| Country Club Bank | 7,267 | $88.5 萬 | 0.06% | −2,630−26.6% | 減碼 |
| StoneX Group Inc. | 7,159 | $88.4 萬 | 0.05% | +111+1.6% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $88.0 萬 | 0.58% | +50+0.7% | 加碼 |
| Old National Bancorp | 7,101 | $87.7 萬 | 0.02% | −62−0.9% | 減碼 |
| Cidel Asset Management Inc | 7,084 | $87.5 萬 | 0.06% | +513+7.8% | 加碼 |
| Peapack Gladstone Financial Corp | 7,078 | $87.4 萬 | 0.01% | −948−11.8% | 減碼 |
| America First Investment Advisors, LLC | 7,067 | $87.3 萬 | 0.18% | −13−0.2% | 減碼 |
| Bridge Creek Capital Management LLC | 7,026 | $86.8 萬 | 0.27% | −300−4.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 7,016 | $86.6 萬 | 0.06% | +16+0.2% | 加碼 |
| Hunter Associates Investment Management LLC | 7,009 | $86.6 萬 | 0.13% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 7,012 | $86.6 萬 | 0.43% | +7,012 | 新進 |
| RFG Advisory, LLC | 7,003 | $86.5 萬 | 0.02% | −359−4.9% | 減碼 |
| Boston Trust Walden Corp | 6,993 | $86.3 萬 | 0.01% | −300−4.1% | 減碼 |
| V-Square Quantitative Management LLC | 6,931 | $85.6 萬 | 0.12% | +388+5.9% | 加碼 |
| Axxcess Wealth Management, LLC | 6,904 | $85.2 萬 | 0.02% | +33+0.5% | 加碼 |
| Private Trust Co NA | 6,903 | $85.2 萬 | 0.09% | +7+0.1% | 加碼 |
| Cladis Investment Advisory, LLC | 6,877 | $84.9 萬 | 0.61% | +40+0.6% | 加碼 |
| AMG National Trust Bank | 6,825 | $84.3 萬 | 0.02% | +66+1.0% | 加碼 |
| Welch & Forbes LLC | 6,797 | $83.9 萬 | 0.01% | +11+0.2% | 加碼 |
| Grimes & Company, Inc. | 6,786 | $83.8 萬 | 0.03% | +5+0.1% | 加碼 |
| Rathbone Brothers plc | 6,750 | $83.3 萬 | 0.00% | 00.0% | 不變 |
| Birmingham Capital Management Co Inc | 6,723 | $83.0 萬 | 0.31% | −50−0.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 6,723 | $83.0 萬 | 0.01% | +2,940+77.7% | 加碼 |
| Retirement Investment Advisors, Inc. | 6,687 | $82.6 萬 | 0.08% | −7−0.1% | 減碼 |
| MCF Advisors LLC | 6,668 | $82.3 萬 | 0.06% | −13−0.2% | 減碼 |
| Syon Capital LLC | 6,667 | $82.3 萬 | 0.07% | +333+5.3% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 6,658 | $82.2 萬 | 0.18% | +243+3.8% | 加碼 |
| Regal Investment Advisors LLC | 6,550 | $80.9 萬 | 0.07% | +741+12.8% | 加碼 |
| Miller Investment Management, LP | 6,500 | $80.3 萬 | 0.09% | 00.0% | 不變 |
| Larson Financial Group LLC | 6,446 | $79.6 萬 | 0.04% | +1,313+25.6% | 加碼 |
| Peoples Bank | 6,439 | $79.5 萬 | 0.52% | −505−7.3% | 減碼 |
| Valmark Advisers, Inc. | 6,411 | $79.2 萬 | 0.01% | −311−4.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 6,409 | $79.1 萬 | 0.13% | −58−0.9% | 減碼 |
| Busey Wealth Management | 6,390 | $78.9 萬 | 0.03% | −233−3.5% | 減碼 |
| Chicago Partners Investment Group LLC | 7,460 | $78.7 萬 | 0.03% | +856+13.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 6,374 | $78.7 萬 | 0.07% | −430−6.3% | 減碼 |
| Cookson Peirce & Co Inc | 6,366 | $78.6 萬 | 0.04% | +974+18.1% | 加碼 |
| Mission Wealth Management, LP | 6,355 | $78.5 萬 | 0.02% | +743+13.2% | 加碼 |
| HighPoint Advisor Group LLC | 7,372 | $78.1 萬 | 0.05% | −273−3.6% | 減碼 |
| Philip James Wealth Mangement, LLC | 6,323 | $78.1 萬 | 0.09% | +10.0% | 加碼 |
| Poehling Capital Management, LLC | 6,317 | $78.0 萬 | 0.20% | −34−0.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,313 | $78.0 萬 | 0.00% | −3,951−38.5% | 減碼 |
| Erste Asset Management GmbH | 6,400 | $77.9 萬 | 0.01% | +6,400 | 新進 |
| Retirement Planning Co of New England, Inc. | 6,309 | $77.9 萬 | 0.40% | +103+1.7% | 加碼 |
| Aristotle Capital Management, LLC | 6,283 | $77.6 萬 | 0.00% | −422−6.3% | 減碼 |
| American Financial Group Inc | 6,250 | $77.2 萬 | 0.33% | 00.0% | 不變 |
| NorthRock Partners, LLC | 6,243 | $77.1 萬 | 0.03% | +689+12.4% | 加碼 |