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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 9,768 | $116.5 萬 | 0.02% | −1,191−10.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,886 | $117.9 萬 | 0.03% | +160+1.6% | 加碼 |
| Hilltop National Bank | 9,904 | $118.2 萬 | 0.31% | +9,904 | 新進 |
| Greenleaf Trust | 9,935 | $118.5 萬 | 0.01% | −1,542−13.4% | 減碼 |
| Parcion Private Wealth LLC | 9,994 | $119.2 萬 | 0.09% | +491+5.2% | 加碼 |
| Mariner Investment Group LLC | 10,000 | $119.3 萬 | 0.43% | +10,000 | 新進 |
| Investment Management Corp of Ontario | 10,001 | $119.3 萬 | 0.02% | −1,700−14.5% | 減碼 |
| Smith, Moore & Co. | 10,008 | $119.4 萬 | 0.10% | +164+1.7% | 加碼 |
| Smith Group Asset Management, LLC | 10,084 | $120.3 萬 | 0.08% | 00.0% | 不變 |
| SCS Capital Management LLC | 10,109 | $120.6 萬 | 0.01% | +2,320+29.8% | 加碼 |
| Lokken Investment Group LLC | 10,235 | $122.1 萬 | 0.47% | +707+7.4% | 加碼 |
| Tower Bridge Advisors | 10,249 | $122.3 萬 | 0.13% | −300−2.8% | 減碼 |
| Jeppson Wealth Management, LLC | 10,269 | $122.5 萬 | 0.42% | −25−0.2% | 減碼 |
| Resources Management Corp | 10,273 | $122.6 萬 | 0.17% | −163−1.6% | 減碼 |
| NewEdge Wealth, LLC | 10,302 | $122.9 萬 | 0.02% | −4,182−28.9% | 減碼 |
| Global Retirement Partners, LLC | 10,310 | $123.0 萬 | 0.03% | +10,310 | 新進 |
| Moors & Cabot, Inc. | 10,342 | $123.4 萬 | 0.06% | −928−8.2% | 減碼 |
| Flavin Financial Services, Inc. | 10,445 | $124.6 萬 | 1.21% | −832−7.4% | 減碼 |
| National Asset Management, Inc. | 10,474 | $125.0 萬 | 0.06% | −7,154−40.6% | 減碼 |
| Consolidated Planning Corp | 10,529 | $125.6 萬 | 0.16% | −1,092−9.4% | 減碼 |
| Alta Capital Management LLC | 10,564 | $126.0 萬 | 0.07% | +852+8.8% | 加碼 |
| Prudential PLC | 10,599 | $126.4 萬 | 0.01% | +4,380+70.4% | 加碼 |
| CFM Wealth Partners LLC | 10,611 | $126.6 萬 | 0.20% | +8+0.1% | 加碼 |
| AE Wealth Management LLC | 10,633 | $126.8 萬 | 0.01% | +2,130+25.0% | 加碼 |
| Erste Asset Management GmbH | 10,620 | $127.0 萬 | 0.01% | +4,220+65.9% | 加碼 |
| Sigma Planning Corp | 10,679 | $127.4 萬 | 0.04% | −1,595−13.0% | 減碼 |
| Meeder Advisory Services, Inc. | 10,681 | $127.4 萬 | 0.07% | −768−6.7% | 減碼 |
| SummitTX Capital, L.P. | 10,928 | $130.4 萬 | 0.06% | +1,906+21.1% | 加碼 |
| Wahed Invest LLC | 11,082 | $132.2 萬 | 0.20% | +543+5.2% | 加碼 |
| Bragg Financial Advisors, Inc | 11,109 | $132.5 萬 | 0.05% | −170−1.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 11,212 | $133.8 萬 | 0.05% | −23,974−68.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,226 | $133.9 萬 | 0.09% | −779−6.5% | 減碼 |
| Pensionmark Financial Group, LLC | 11,271 | $134.5 萬 | 0.03% | +3,192+39.5% | 加碼 |
| FourThought Financial Partners, LLC | 11,275 | $134.5 萬 | 0.13% | −4,407−28.1% | 減碼 |
| Bangor Savings Bank | 11,280 | $134.6 萬 | 0.12% | −279−2.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,307 | $134.9 萬 | 0.42% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 11,393 | $135.9 萬 | 0.01% | +6,183+118.7% | 加碼 |
| First National Advisers, LLC | 11,407 | $136.1 萬 | 0.20% | −74−0.6% | 減碼 |
| Nomura Holdings Inc | 11,446 | $136.6 萬 | 0.01% | −4,196,715−99.7% | 減碼 |
| Wetherby Asset Management Inc | 11,513 | $137.4 萬 | 0.06% | +11,513 | 新進 |
| Shelton Capital Management | 11,585 | $138.2 萬 | 0.03% | −49−0.4% | 減碼 |
| Red Cedar Investment Management, LLC | 11,596 | $138.3 萬 | 0.17% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 11,612 | $138.5 萬 | 0.09% | +457+4.1% | 加碼 |
| Williams Jones Wealth Management, LLC. | 11,612 | $138.5 萬 | 0.02% | −250−2.1% | 減碼 |
| Catalytic Wealth RIA, LLC | 11,688 | $139.4 萬 | 0.11% | +11,688 | 新進 |
| EP Wealth Advisors, LLC | 11,721 | $139.8 萬 | 0.01% | +1,349+13.0% | 加碼 |
| Buckingham Strategic Partners | 11,721 | $139.9 萬 | 0.02% | −430−3.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 11,746 | $140.1 萬 | 0.07% | −4,008−25.4% | 減碼 |
| Principal Securities, Inc. | 11,782 | $140.6 萬 | 0.03% | −4,957−29.6% | 減碼 |
| TownSquare Capital, LLC | 11,815 | $140.9 萬 | 0.14% | −16,666−58.5% | 減碼 |
| Integrated Wealth Concepts LLC | 11,854 | $141.4 萬 | 0.01% | +1,891+19.0% | 加碼 |
| Soundwatch Capital LLC | 1,430,039 | $141.9 萬 | 0.30% | +1,430,039 | 新進 |
| Dynamic Advisor Solutions LLC | 11,913 | $142.1 萬 | 0.04% | −246−2.0% | 減碼 |
| Snowden Capital Advisors LLC | 11,923 | $142.2 萬 | 0.04% | −5,581−31.9% | 減碼 |
| Pathway Financial Advisers, LLC | 11,933 | $142.4 萬 | 0.46% | −55−0.5% | 減碼 |
| IHT Wealth Management, LLC | 11,956 | $142.6 萬 | 0.04% | −1,869−13.5% | 減碼 |
| Terry L. Blaker | 12,017 | $143.4 萬 | 0.06% | −2,184−15.4% | 減碼 |
| Fruth Investment Management | 12,173 | $145.2 萬 | 0.39% | −300−2.4% | 減碼 |
| Sowell Financial Services LLC | 12,174 | $145.2 萬 | 0.06% | −218−1.8% | 減碼 |
| Donoghue Forlines LLC | 12,179 | $145.3 萬 | 0.41% | +443+3.8% | 加碼 |
| Umpqua Bank | 11,177 | $145.3 萬 | 0.44% | +202+1.8% | 加碼 |
| Vinva Investment Management Ltd | 12,256 | $146.2 萬 | 0.04% | −5,093−29.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 12,267 | $146.3 萬 | 0.02% | +626+5.4% | 加碼 |
| Independent Financial Group, LLC | 12,270 | $146.4 萬 | 0.04% | +1,706+16.1% | 加碼 |
| Convergence Investment Partners, LLC | 12,290 | $146.6 萬 | 0.37% | −175−1.4% | 減碼 |
| First National Bank of Omaha | 12,386 | $147.8 萬 | 0.10% | −737−5.6% | 減碼 |
| Hancock Whitney Corp | 12,402 | $148.0 萬 | 0.03% | −5,173−29.4% | 減碼 |
| Icon Wealth Advisors, LLC | 12,459 | $148.6 萬 | 0.11% | −7,367−37.2% | 減碼 |
| Wedmont Private Capital | 11,434 | $149.2 萬 | 0.06% | +4,853+73.7% | 加碼 |
| GAMMA Investing LLC | 12,531 | $149.5 萬 | 0.09% | +2,897+30.1% | 加碼 |
| Counterweight Ventures, LLC | 12,545 | $149.7 萬 | 0.98% | +308+2.5% | 加碼 |
| Centiva Capital, LP | 12,570 | $150.0 萬 | 0.10% | +12,570 | 新進 |
| Ar Asset Management Inc | 12,600 | $150.3 萬 | 0.33% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 12,698 | $151.5 萬 | 0.31% | +415+3.4% | 加碼 |
| Spears Abacus Advisors LLC | 12,765 | $152.3 萬 | 0.03% | −182−1.4% | 減碼 |
| Tweedy, Browne Co LLC | 12,874 | $153.6 萬 | 0.14% | −227−1.7% | 減碼 |
| Crescent Sterling, Ltd. | 12,941 | $154.4 萬 | 1.73% | −1,806−12.2% | 減碼 |
| Bessemer Group Inc | 12,989 | $155.0 萬 | 0.00% | −4,767−26.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,998 | $155.1 萬 | 0.02% | −137−1.0% | 減碼 |
| M&G Plc | 13,103 | $155.9 萬 | 0.01% | −9,049−40.8% | 減碼 |
| Nicholson Wealth Management Group, LLC | 13,087 | $156.1 萬 | 0.96% | +1,174+9.9% | 加碼 |
| Evercore Wealth Management, LLC | 13,116 | $156.5 萬 | 0.02% | +492+3.9% | 加碼 |
| Carret Asset Management, LLC | 13,124 | $156.6 萬 | 0.17% | −1,214−8.5% | 減碼 |
| Paragon Capital Management LLC | 13,124 | $156.6 萬 | 0.80% | +135+1.0% | 加碼 |
| Bleakley Financial Group, LLC | 13,202 | $157.5 萬 | 0.04% | +13,202 | 新進 |
| Great Lakes Retirement, Inc. | 13,265 | $158.3 萬 | 0.19% | +1,426+12.0% | 加碼 |
| CWC Advisors, LLC. | 13,271 | $158.3 萬 | 0.82% | −168−1.3% | 減碼 |
| Ethic Inc. | 13,347 | $159.2 萬 | 0.03% | +1,603+13.6% | 加碼 |
| Private Capital Management, LLC | 13,399 | $159.9 萬 | 0.16% | +202+1.5% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 13,413 | $160.1 萬 | 1.54% | −114−0.8% | 減碼 |
| Equitable Holdings, Inc. | 13,428 | $160.2 萬 | 0.01% | +1,378+11.4% | 加碼 |
| YHB Investment Advisors, Inc. | 13,472 | $160.7 萬 | 0.12% | +307+2.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 13,506 | $161.1 萬 | 0.07% | +324+2.5% | 加碼 |
| Logan Capital Management Inc | 13,715 | $163.6 萬 | 0.08% | −124−0.9% | 減碼 |
| NFJ Investment Group, LLC | 13,763 | $164.2 萬 | 0.06% | −140−1.0% | 減碼 |
| Energy Income Partners, LLC | 13,792 | $164.5 萬 | 0.03% | −243−1.7% | 減碼 |
| Segment Wealth Management, LLC | 13,922 | $166.1 萬 | 0.11% | +222+1.6% | 加碼 |
| QRG Capital Management, Inc. | 14,040 | $167.5 萬 | 0.01% | −5,563−28.4% | 減碼 |
| Squarepoint Ops LLC | 14,091 | $168.1 萬 | 0.00% | −20,560−59.3% | 減碼 |
| Marion Wealth Management | 14,141 | $168.7 萬 | 0.42% | +507+3.7% | 加碼 |