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 2 季 13F 持有人
Phillips 66 在 2025/6/30 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
- 1,765
- 較 2025 年第 1 季 −7 家
- 持有股數
- 3.15 億
- 較 2025 年第 1 季 +724.4 萬 (+2.4%)
- 總市值
- $374.0 億
- 較 2025 年第 1 季 −$4.29 億 (−1.1%)
- 新進機構
- 141
- 另有 622 家加碼
- 清倉機構
- 148
- 另有 689 家減碼
另有 24 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 5,243 | $61.8 萬 | 0.08% | +5,243 | 新進 |
| Net Worth Advisory Group | 5,184 | $61.8 萬 | 0.14% | +730+16.4% | 加碼 |
| Walleye Capital LLC | 5,195 | $62.0 萬 | 0.01% | −699−11.9% | 減碼 |
| Endeavor Private Wealth, Inc. | 5,237 | $62.5 萬 | 0.30% | −554−9.6% | 減碼 |
| Callan Family Office, LLC | 5,274 | $62.9 萬 | 0.02% | +2,228+73.1% | 加碼 |
| Baring Financial LLC | 5,284 | $63.0 萬 | 0.47% | −50−0.9% | 減碼 |
| Norden Group LLC | 5,304 | $63.3 萬 | 0.07% | −813−13.3% | 減碼 |
| Basepoint Wealth LLC | 5,328 | $63.6 萬 | 0.49% | −111−2.0% | 減碼 |
| Westhampton Capital, LLC | 5,340 | $63.7 萬 | 0.33% | 00.0% | 不變 |
| Everpar Advisors LLC | 5,346 | $63.8 萬 | 0.29% | +1,560+41.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,348 | $63.8 萬 | 0.04% | −413−7.2% | 減碼 |
| Trust Co of Toledo NA | 5,363 | $64.0 萬 | 0.07% | −216−3.9% | 減碼 |
| Weatherly Asset Management L. P. | 5,365 | $64.0 萬 | 0.05% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 5,375 | $64.1 萬 | 0.01% | +564+11.7% | 加碼 |
| Doheny Asset Management | 5,379 | $64.2 萬 | 0.45% | −310−5.4% | 減碼 |
| Essex Savings Bank | 5,390 | $64.3 萬 | 0.15% | −159−2.9% | 減碼 |
| Csenge Advisory Group | 5,695 | $64.6 萬 | 0.03% | +238+4.4% | 加碼 |
| EPG Wealth Management LLC | 5,452 | $65.0 萬 | 0.20% | +105+2.0% | 加碼 |
| Essex Financial Services, Inc. | 5,464 | $65.2 萬 | 0.04% | +1,642+43.0% | 加碼 |
| Abundance Wealth Counselors | 5,467 | $65.2 萬 | 0.12% | +88+1.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,471 | $65.3 萬 | 0.11% | +5+0.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 5,497 | $65.6 萬 | 0.00% | +937+20.5% | 加碼 |
| Atomi Financial Group, Inc. | 5,504 | $65.7 萬 | 0.02% | +23+0.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,533 | $66.0 萬 | 0.01% | −195−3.4% | 減碼 |
| Whitener Capital Management, Inc. | 5,534 | $66.0 萬 | 0.17% | +186+3.5% | 加碼 |
| Checchi Capital Advisers, LLC | 5,621 | $67.1 萬 | 0.05% | −583−9.4% | 減碼 |
| LVZ Advisors, Inc. | 5,643 | $67.3 萬 | 0.08% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 5,656 | $67.5 萬 | 0.01% | +714+14.4% | 加碼 |
| First National Bank & Trust Co of Newtown | 5,678 | $67.7 萬 | 0.14% | −90−1.6% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $68.0 萬 | 0.12% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 5,733 | $68.4 萬 | 0.01% | +1,601+38.7% | 加碼 |
| Danske Bank A/S | 5,739 | $68.5 萬 | 0.00% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 5,741 | $68.5 萬 | 0.21% | 00.0% | 不變 |
| Valley Brook Capital Group | 5,750 | $68.6 萬 | 0.51% | −199−3.3% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 5,778 | $68.9 萬 | 0.35% | +15+0.3% | 加碼 |
| Rathbone Brothers plc | 5,785 | $69.0 萬 | 0.00% | −965−14.3% | 減碼 |
| Camden Capital, LLC | 5,808 | $69.3 萬 | 0.07% | +4+0.1% | 加碼 |
| Keynote Financial Services LLC | 5,825 | $69.5 萬 | 0.47% | −35−0.6% | 減碼 |
| Brighton Jones LLC | 5,841 | $69.7 萬 | 0.02% | −5,567−48.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,844 | $69.7 萬 | 0.05% | +579+11.0% | 加碼 |
| Massmutual Trust Co FSB | 5,898 | $70.4 萬 | 0.02% | −166−2.7% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $70.8 萬 | 0.13% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 5,982 | $71.4 萬 | 0.03% | +440+7.9% | 加碼 |
| Strategic Financial Services, Inc, | 5,995 | $71.5 萬 | 0.04% | 00.0% | 不變 |
| South Street Advisors LLC | 6,000 | $71.6 萬 | 0.11% | 00.0% | 不變 |
| Bank of Hawaii | 6,005 | $71.6 萬 | 0.04% | 00.0% | 不變 |
| Mission Wealth Management, LP | 6,022 | $71.8 萬 | 0.02% | −333−5.2% | 減碼 |
| Annex Advisory Services, LLC | 6,027 | $71.9 萬 | 0.02% | −3,649−37.7% | 減碼 |
| Nikko Asset Management Americas, Inc. | 6,049 | $72.2 萬 | 0.01% | +1,622+36.6% | 加碼 |
| Heck Capital Advisors, LLC | 6,049 | $72.2 萬 | 0.06% | +28+0.5% | 加碼 |
| Tyche Wealth Partners LLC | 6,086 | $72.6 萬 | 0.15% | +51+0.8% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 6,090 | $72.7 萬 | 0.03% | +6,090 | 新進 |
| Wealth Advisory Solutions, LLC | 6,109 | $72.9 萬 | 0.18% | +30+0.5% | 加碼 |
| Busey Wealth Management | 6,111 | $72.9 萬 | 0.02% | −279−4.4% | 減碼 |
| Davis Investment Partners, LLC | 5,930 | $73.0 萬 | 0.26% | +16+0.3% | 加碼 |
| Probity Advisors, Inc. | 6,194 | $73.9 萬 | 0.13% | +874+16.4% | 加碼 |
| Allen Capital Group, LLC | 6,203 | $74.0 萬 | 0.08% | +556+9.8% | 加碼 |
| Sherbrooke Park Advisers LLC | 6,231 | $74.3 萬 | 0.32% | +6,231 | 新進 |
| RMB Capital Management, LLC | 6,245 | $74.5 萬 | 0.01% | +3,528+129.8% | 加碼 |
| American Financial Group Inc | 6,250 | $74.6 萬 | 0.28% | 00.0% | 不變 |
| GWN Securities Inc. | 6,224 | $74.6 萬 | 0.14% | +3,532+131.2% | 加碼 |
| 1st Source Bank | 6,255 | $74.6 萬 | 0.04% | +93+1.5% | 加碼 |
| Peoples Bank | 6,289 | $75.0 萬 | 0.46% | −150−2.3% | 減碼 |
| Philip James Wealth Mangement, LLC | 6,324 | $75.4 萬 | 0.10% | +10.0% | 加碼 |
| LexAurum Advisors, LLC | 6,338 | $75.6 萬 | 0.12% | +3,000+89.9% | 加碼 |
| Valmark Advisers, Inc. | 6,357 | $75.8 萬 | 0.01% | −54−0.8% | 減碼 |
| Penobscot Investment Management Company, Inc. | 6,374 | $76.0 萬 | 0.07% | 00.0% | 不變 |
| Martingale Asset Management L P | 6,400 | $76.4 萬 | 0.02% | −3,710−36.7% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 6,454 | $77.0 萬 | 0.06% | +4,671+262.0% | 加碼 |
| Miller Investment Management, LP | 6,500 | $77.5 萬 | 0.08% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 6,549 | $78.1 萬 | 0.13% | +4,248+184.6% | 加碼 |
| Aviance Capital Partners, LLC | 6,569 | $78.4 萬 | 0.10% | +630+10.6% | 加碼 |
| America First Investment Advisors, LLC | 6,580 | $78.5 萬 | 0.16% | −487−6.9% | 減碼 |
| Portman Square Capital LLP | 6,584 | $78.5 萬 | 0.08% | +2,946+81.0% | 加碼 |
| Private Trust Co NA | 6,588 | $78.6 萬 | 0.07% | −315−4.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,590 | $78.6 萬 | 0.35% | +281+4.5% | 加碼 |
| Confluence Wealth Services, Inc. | 6,609 | $78.8 萬 | 0.04% | +23+0.3% | 加碼 |
| Fiduciary Alliance LLC | 6,634 | $79.1 萬 | 0.06% | −1,679−20.2% | 減碼 |
| Mairs & Power Inc | 6,656 | $79.4 萬 | 0.01% | −3,631−35.3% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 6,658 | $79.4 萬 | 0.17% | 00.0% | 不變 |
| Retirement Investment Advisors, Inc. | 6,687 | $79.8 萬 | 0.07% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 6,711 | $80.1 萬 | 0.26% | −649−8.8% | 減碼 |
| NorthRock Partners, LLC | 6,754 | $80.6 萬 | 0.02% | +511+8.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 6,766 | $80.7 萬 | 0.07% | +6,766 | 新進 |
| MCF Advisors LLC | 6,806 | $81.2 萬 | 0.05% | +138+2.1% | 加碼 |
| Pinnacle Financial Partners Inc | 6,823 | $81.4 萬 | 0.02% | +518+8.2% | 加碼 |
| StoneX Group Inc. | 6,830 | $81.5 萬 | 0.04% | −329−4.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,843 | $81.6 萬 | 0.03% | −465−6.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,858 | $81.8 萬 | 0.04% | +1,398+25.6% | 加碼 |
| Boston Trust Walden Corp | 6,860 | $81.8 萬 | 0.01% | −133−1.9% | 減碼 |
| Axxcess Wealth Management, LLC | 6,876 | $82.0 萬 | 0.02% | −28−0.4% | 減碼 |
| Cladis Investment Advisory, LLC | 6,877 | $82.0 萬 | 0.51% | 00.0% | 不變 |
| We Are One Seven, LLC | 6,925 | $82.6 萬 | 0.03% | −3,113−31.0% | 減碼 |
| AA Financial Advisors, LLC | 6,932 | $82.7 萬 | 0.18% | +1,576+29.4% | 加碼 |
| Hunter Associates Investment Management LLC | 6,927 | $83.0 萬 | 0.12% | −82−1.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,972 | $83.2 萬 | 0.05% | −44−0.6% | 減碼 |
| Mather Group, LLC. | 6,976 | $83.2 萬 | 0.01% | +734+11.8% | 加碼 |
| Peapack Gladstone Financial Corp | 6,993 | $83.4 萬 | 0.01% | −85−1.2% | 減碼 |
| Carlson Capital L P | 7,000 | $83.5 萬 | 0.47% | +7,000 | 新進 |
| Strategic Advisors LLC | 7,005 | $83.6 萬 | 0.16% | −924−11.7% | 減碼 |