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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 14,166 | $169.0 萬 | 0.02% | −579−3.9% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 14,200 | $169.4 萬 | 0.20% | 00.0% | 不變 |
| Harbour Investment Management LLC | 14,288 | $170.5 萬 | 0.74% | −233−1.6% | 減碼 |
| Stephens Inc | 14,449 | $172.4 萬 | 0.02% | −535−3.6% | 減碼 |
| Everett Harris & Co | 14,492 | $172.9 萬 | 0.02% | −100−0.7% | 減碼 |
| Farther Finance Advisors, LLC | 14,546 | $173.5 萬 | 0.03% | +988+7.3% | 加碼 |
| Curbstone Financial Management Corp | 14,554 | $173.6 萬 | 0.36% | +50+0.3% | 加碼 |
| Caldwell Trust Co | 14,584 | $174.0 萬 | 0.17% | −340−2.3% | 減碼 |
| Harvest Portfolios Group Inc. | 14,589 | $174.0 萬 | 0.04% | −726−4.7% | 減碼 |
| Capital Advisors Inc | 14,640 | $174.7 萬 | 0.03% | −67−0.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 14,640 | $174.7 萬 | 0.04% | −941−6.0% | 減碼 |
| Redwood Investment Management, LLC | 14,675 | $175.1 萬 | 0.19% | +14,675 | 新進 |
| Burney Co | 14,703 | $175.4 萬 | 0.06% | −2,661−15.3% | 減碼 |
| Exeter Financial, LLC | 14,725 | $175.7 萬 | 0.78% | +1,785+13.8% | 加碼 |
| Kovack Advisors, Inc. | 14,750 | $176.0 萬 | 0.17% | +426+3.0% | 加碼 |
| Oak Thistle LLC | 14,756 | $176.0 萬 | 0.26% | −7,776−34.5% | 減碼 |
| Koshinski Asset Management, Inc. | 14,781 | $176.3 萬 | 0.13% | −285−1.9% | 減碼 |
| Bank Ozk | 14,788 | $176.4 萬 | 0.68% | +1,008+7.3% | 加碼 |
| Clearstead Advisors, LLC | 14,882 | $177.5 萬 | 0.02% | +1,430+10.6% | 加碼 |
| Canada Post Corp Registered Pension Plan | 15,111 | $180.3 萬 | 0.11% | +15,111 | 新進 |
| Apollon Wealth Management, LLC | 15,126 | $180.5 萬 | 0.04% | +652+4.5% | 加碼 |
| Valeo Financial Advisors, LLC | 15,159 | $180.9 萬 | 0.04% | +140+0.9% | 加碼 |
| South State Corp. | 15,164 | $180.9 萬 | 0.08% | −464−3.0% | 減碼 |
| Gateway Investment Advisers LLC | 15,440 | $184.2 萬 | 0.02% | +3,604+30.4% | 加碼 |
| Herold Advisors, Inc. | 15,472 | $184.6 萬 | 0.39% | −4,451−22.3% | 減碼 |
| Empirical Finance, LLC | 15,526 | $185.2 萬 | 0.10% | +100+0.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 15,585 | $186.0 萬 | 0.04% | −721−4.4% | 減碼 |
| TBH Global Asset Management, LLC | 15,633 | $186.5 萬 | 0.40% | −819−5.0% | 減碼 |
| Omers Administration Corp | 15,652 | $186.7 萬 | 0.01% | −23,300−59.8% | 減碼 |
| William B. Walkup & Associates, Inc. | 15,662 | $186.8 萬 | 1.10% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 15,718 | $187.5 萬 | 0.27% | −544−3.3% | 減碼 |
| Mattern Wealth Management LLC | 15,781 | $188.3 萬 | 0.39% | −2,630−14.3% | 減碼 |
| Independent Solutions Wealth Management, LLC | 15,799 | $188.5 萬 | 0.37% | +476+3.1% | 加碼 |
| Wedbush Securities Inc | 15,849 | $189.1 萬 | 0.07% | +410+2.7% | 加碼 |
| River Wealth Advisors LLC | 15,853 | $189.1 萬 | 0.24% | −3,472−18.0% | 減碼 |
| Quantbot Technologies LP | 15,920 | $189.9 萬 | 0.05% | +15,920 | 新進 |
| PFG Investments, LLC | 15,948 | $190.3 萬 | 0.11% | +301+1.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,868 | $190.8 萬 | 0.04% | −11,966−43.0% | 減碼 |
| Vident Advisory, LLC | 16,064 | $191.7 萬 | 0.02% | +152+1.0% | 加碼 |
| Mediolanum International Funds Ltd | 16,092 | $191.9 萬 | 0.02% | −5,403−25.1% | 減碼 |
| Private Management Group Inc | 16,109 | $192.2 萬 | 0.06% | +16,109 | 新進 |
| Keystone Wealth Services, LLC | 16,118 | $192.3 萬 | 0.46% | −300−1.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 16,143 | $192.6 萬 | 0.01% | +669+4.3% | 加碼 |
| Neville Rodie & Shaw Inc | 16,203 | $193.3 萬 | 0.14% | −200−1.2% | 減碼 |
| Profund Advisors LLC | 16,308 | $194.6 萬 | 0.07% | −1,037−6.0% | 減碼 |
| Avantax Planning Partners, Inc. | 16,456 | $196.3 萬 | 0.06% | −611−3.6% | 減碼 |
| Merit Financial Group, LLC | 16,485 | $196.7 萬 | 0.02% | +6,154+59.6% | 加碼 |
| Allworth Financial LP | 16,559 | $197.5 萬 | 0.01% | +4,319+35.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 16,619 | $198.3 萬 | 0.02% | +2,216+15.4% | 加碼 |
| Northside Capital Management, LLC | 16,725 | $199.5 萬 | 0.15% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 16,851 | $201.0 萬 | 0.10% | +86+0.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 16,910 | $201.7 萬 | 0.02% | +10,187+151.5% | 加碼 |
| La Banque Postale Asset Management SA | 16,971 | $202.5 萬 | 0.03% | −66,285−79.6% | 減碼 |
| Voleon Capital Management LP | 16,982 | $202.6 萬 | 0.11% | −8,979−34.6% | 減碼 |
| Auxier Asset Management | 17,003 | $202.8 萬 | 0.30% | −14−0.1% | 減碼 |
| Wisconsin Capital Management LLC | 17,030 | $203.2 萬 | 1.12% | 00.0% | 不變 |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $204.2 萬 | 0.17% | 00.0% | 不變 |
| DRW Securities, LLC | 17,299 | $204.6 萬 | 0.14% | +8,551+97.7% | 加碼 |
| Clifford Swan Investment Counsel LLC | 17,254 | $205.8 萬 | 0.07% | −198−1.1% | 減碼 |
| Huntleigh Advisors, Inc. | 17,324 | $206.7 萬 | 0.40% | +116+0.7% | 加碼 |
| HBK Sorce Advisory LLC | 17,370 | $207.2 萬 | 0.06% | −268−1.5% | 減碼 |
| Tiaa Trust, National Association | 17,414 | $207.7 萬 | 0.01% | −1,363−7.3% | 減碼 |
| Vise Technologies, Inc. | 17,531 | $209.1 萬 | 0.09% | +17,531 | 新進 |
| XML Financial, LLC | 17,541 | $209.3 萬 | 0.18% | +85+0.5% | 加碼 |
| Moser Wealth Advisors, LLC | 17,541 | $209.3 萬 | 1.00% | +661+3.9% | 加碼 |
| Savant Capital, LLC | 17,616 | $210.2 萬 | 0.02% | +3,601+25.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 17,675 | $210.9 萬 | 0.03% | +40.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 17,807 | $212.4 萬 | 0.03% | −537−2.9% | 減碼 |
| Synovus Financial Corp | 17,834 | $212.9 萬 | 0.03% | +91+0.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 18,053 | $215.4 萬 | 0.06% | −7,187−28.5% | 減碼 |
| F/M Investments LLC | 18,066 | $215.6 萬 | 0.08% | +974+5.7% | 加碼 |
| Mutual Advisors, LLC | 17,258 | $215.7 萬 | 0.05% | +794+4.8% | 加碼 |
| Cherokee Insurance Co | 18,150 | $216.5 萬 | 0.94% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 18,304 | $218.4 萬 | 0.01% | −771−4.0% | 減碼 |
| Patten & Patten Inc | 18,554 | $221.3 萬 | 0.14% | −94−0.5% | 減碼 |
| PFW Advisors LLC | 18,557 | $221.4 萬 | 0.68% | −425−2.2% | 減碼 |
| Summit Financial, LLC | 18,575 | $221.6 萬 | 0.05% | −886−4.6% | 減碼 |
| SWS Partners | 18,598 | $221.9 萬 | 0.60% | −1,974−9.6% | 減碼 |
| Stock Yards Bank & Trust Co | 18,880 | $225.2 萬 | 0.08% | +224+1.2% | 加碼 |
| City Holding Co | 18,942 | $226.0 萬 | 0.30% | −73−0.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 18,966 | $226.3 萬 | 0.07% | −1,113−5.5% | 減碼 |
| Toroso Investments, LLC | 19,143 | $228.4 萬 | 0.01% | +562+3.0% | 加碼 |
| International Assets Investment Management, LLC | 19,194 | $229.0 萬 | 0.18% | −66−0.3% | 減碼 |
| Argonautica Private Wealth Management, Inc | 19,219 | $229.3 萬 | 0.73% | −896−4.5% | 減碼 |
| Sonora Investment Management Group, LLC | 19,285 | $230.1 萬 | 0.17% | −6,611−25.5% | 減碼 |
| New Mexico Educational Retirement Board | 19,328 | $230.6 萬 | 0.08% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 19,365 | $231.0 萬 | 0.04% | +19,365 | 新進 |
| Prime Capital Investment Advisors, LLC | 19,406 | $231.5 萬 | 0.03% | −5,551−22.2% | 減碼 |
| Regions Financial Corp | 19,441 | $231.9 萬 | 0.02% | +1,215+6.7% | 加碼 |
| Becker Capital Management Inc | 19,758 | $235.7 萬 | 0.07% | −613−3.0% | 減碼 |
| Maryland State Retirement & Pension System | 19,814 | $236.4 萬 | 0.05% | +516+2.7% | 加碼 |
| Intrust Bank NA | 19,842 | $236.7 萬 | 0.21% | −18−0.1% | 減碼 |
| Banque Cantonale Vaudoise | 19,851 | $236.8 萬 | 0.10% | +1,484+8.1% | 加碼 |
| Engine Capital Management, LP | 20,000 | $238.6 萬 | 0.50% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 20,047 | $239.2 萬 | 0.23% | −1,529−7.1% | 減碼 |
| Brookstone Capital Management | 20,130 | $240.2 萬 | 0.03% | +614+3.1% | 加碼 |
| Machina Capital S.A.S. | 20,234 | $241.4 萬 | 0.50% | +20,234 | 新進 |
| Mader & Shannon Wealth Management, Inc. | 20,313 | $242.3 萬 | 1.32% | +94+0.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 20,369 | $243.0 萬 | 0.18% | +953+4.9% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 20,377 | $243.1 萬 | 1.07% | +985+5.1% | 加碼 |