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 |
|---|---|---|---|---|---|
| Martin Capital Partners, LLC | 34,158 | $407.5 萬 | 1.60% | +24,354+248.4% | 加碼 |
| Vontobel Holding Ltd. | 34,404 | $410.4 萬 | 0.01% | +1,581+4.8% | 加碼 |
| Invesco, LLC | 34,861 | $415.9 萬 | 1.55% | −930−2.6% | 減碼 |
| Steel Peak Wealth Management LLC | 35,077 | $418.5 萬 | 0.16% | +1,720+5.2% | 加碼 |
| Kintayl Capital LP | 35,091 | $418.6 萬 | 2.62% | +11,977+51.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 35,149 | $419.3 萬 | 0.07% | −700−2.0% | 減碼 |
| Infrastructure Capital Advisors, LLC | 35,321 | $421.4 萬 | 0.51% | +12,894+57.5% | 加碼 |
| KBC Group NV | 35,343 | $421.6 萬 | 0.01% | +3,910+12.4% | 加碼 |
| Private Advisor Group, LLC | 35,459 | $423.0 萬 | 0.02% | −120−0.3% | 減碼 |
| Cary Street Partners Financial LLC | 35,609 | $424.8 萬 | 0.12% | −1,540−4.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 36,003 | $429.5 萬 | 0.00% | +536+1.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 36,062 | $430.2 萬 | 0.18% | +196+0.5% | 加碼 |
| Umb Bank N A | 36,088 | $430.5 萬 | 0.07% | −1,418−3.8% | 減碼 |
| Oppenheimer & Co Inc | 36,116 | $430.9 萬 | 0.06% | +440+1.2% | 加碼 |
| United Capital Financial Advisers, LLC | 36,165 | $431.5 萬 | 0.03% | −1,607−4.3% | 減碼 |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $435.1 萬 | 0.41% | +21,513+143.8% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 36,478 | $435.2 萬 | 0.60% | +2,846+8.5% | 加碼 |
| Generali Asset Management SPA SGR | 36,574 | $436.3 萬 | 0.10% | −6,910−15.9% | 減碼 |
| Sterling Capital Management LLC | 36,665 | $437.4 萬 | 0.06% | +27,767+312.1% | 加碼 |
| Ancora Advisors, LLC | 36,887 | $440.1 萬 | 0.09% | +378+1.0% | 加碼 |
| Bryn Mawr Trust Co | 36,902 | $440.2 萬 | 0.08% | +1,856+5.3% | 加碼 |
| Farmers & Merchants Investments Inc | 37,465 | $447.0 萬 | 0.13% | −40.0% | 減碼 |
| Brady Family Wealth, LLC | 37,480 | $447.1 萬 | 1.38% | −1,510−3.9% | 減碼 |
| Sienna Gestion | 41,182 | $448.6 萬 | 0.31% | 00.0% | 不變 |
| Meyer Handelman Co | 37,722 | $450.0 萬 | 0.15% | −750−1.9% | 減碼 |
| Brevan Howard Capital Management LP | 37,992 | $453.2 萬 | 0.05% | +18,463+94.5% | 加碼 |
| Huntington National Bank | 38,268 | $456.5 萬 | 0.03% | −218−0.6% | 減碼 |
| HM Payson & Co | 38,291 | $456.8 萬 | 0.07% | +1,599+4.4% | 加碼 |
| Rothschild Investment LLC | 38,943 | $464.6 萬 | 0.29% | +1,007+2.7% | 加碼 |
| Montgomery Investment Management Inc | 38,996 | $465.2 萬 | 1.80% | −1,499−3.7% | 減碼 |
| Alpha Omega Wealth Management LLC | 39,048 | $465.8 萬 | 0.83% | +5,553+16.6% | 加碼 |
| Strategic Planning Group, LLC | 39,102 | $466.5 萬 | 0.76% | +3,754+10.6% | 加碼 |
| Compass Wealth Management LLC | 39,192 | $467.6 萬 | 1.11% | +18,563+90.0% | 加碼 |
| HITE Hedge Asset Management LLC | 39,372 | $469.7 萬 | 0.27% | +39,372 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 39,501 | $471.2 萬 | 0.02% | −3,626−8.4% | 減碼 |
| Altrius Capital Management Inc | 39,569 | $472.1 萬 | 1.10% | +3,714+10.4% | 加碼 |
| Quotient Wealth Partners, LLC | 39,642 | $472.9 萬 | 0.14% | +232+0.6% | 加碼 |
| NEOS Investment Management LLC | 39,698 | $473.6 萬 | 0.06% | +7,350+22.7% | 加碼 |
| Texas Yale Capital Corp. | 39,948 | $476.6 萬 | 0.16% | −750−1.8% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 39,980 | $477.0 萬 | 0.57% | +3,037+8.2% | 加碼 |
| Colonial Trust Advisors | 40,063 | $478.0 萬 | 0.39% | −2,732−6.4% | 減碼 |
| Quadrature Capital Ltd | 40,272 | $480.4 萬 | 0.08% | +40,272 | 新進 |
| Prospera Financial Services Inc | 40,336 | $481.5 萬 | 0.09% | −5,596−12.2% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40,743 | $486.1 萬 | 0.63% | +7,492+22.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,159 | $491.0 萬 | 0.01% | −13,207−24.3% | 減碼 |
| Heritage Trust Co | 41,416 | $494.1 萬 | 0.57% | +1,509+3.8% | 加碼 |
| Edgestream Partners, L.P. | 41,511 | $495.2 萬 | 0.14% | +41,511 | 新進 |
| Kesler, Norman & Wride, LLC | 41,575 | $496.0 萬 | 0.88% | +710+1.7% | 加碼 |
| Trajan Wealth LLC | 41,657 | $497.0 萬 | 0.24% | +1,016+2.5% | 加碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $502.6 萬 | 1.38% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 42,167 | $503.1 萬 | 0.30% | +1,520+3.7% | 加碼 |
| CWM, LLC | 42,204 | $503.5 萬 | 0.02% | +4,404+11.7% | 加碼 |
| Thrivent Financial for Lutherans | 42,205 | $503.5 萬 | 0.01% | +18,895+81.1% | 加碼 |
| Aptus Capital Advisors, LLC | 42,260 | $504.2 萬 | 0.05% | +2,939+7.5% | 加碼 |
| Coldstream Capital Management Inc | 42,303 | $504.7 萬 | 0.08% | +1,020+2.5% | 加碼 |
| OP Asset Management Ltd | 42,410 | $506.0 萬 | 0.07% | +313+0.7% | 加碼 |
| King Luther Capital Management Corp | 42,478 | $506.8 萬 | 0.02% | +95+0.2% | 加碼 |
| Canal Insurance CO | 42,500 | $507.0 萬 | 1.13% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 42,584 | $508.0 萬 | 0.09% | −3,286−7.2% | 減碼 |
| San Luis Wealth Advisors LLC | 42,649 | $508.8 萬 | 1.09% | +37,743+769.3% | 加碼 |
| Arkadios Wealth Advisors | 42,855 | $511.3 萬 | 0.15% | +12,667+42.0% | 加碼 |
| Dakota Wealth Management | 43,927 | $524.1 萬 | 0.11% | −3,979−8.3% | 減碼 |
| Woodline Partners LP | 44,072 | $525.8 萬 | 0.03% | +9,181+26.3% | 加碼 |
| Lido Advisors, LLC | 44,610 | $532.2 萬 | 0.03% | −3,405−7.1% | 減碼 |
| Old National Bancorp | 45,001 | $536.9 萬 | 0.10% | +37,900+533.7% | 加碼 |
| Navellier & Associates Inc | 45,313 | $540.6 萬 | 0.67% | +35+0.1% | 加碼 |
| Manning & Napier Advisors LLC | 45,428 | $542.0 萬 | 0.06% | −62,728−58.0% | 減碼 |
| Disciplined Investments, LLC | 45,594 | $543.9 萬 | 2.30% | −6,154−11.9% | 減碼 |
| Stolper Co | 45,635 | $544.4 萬 | 1.79% | −512−1.1% | 減碼 |
| Salem Investment Counselors Inc | 45,681 | $545.0 萬 | 0.17% | −203−0.4% | 減碼 |
| State of Alaska, Department of Revenue | 45,876 | $547.3 萬 | 0.06% | −2,520−5.2% | 減碼 |
| Atlantic Union Bankshares Corp | 46,159 | $550.7 萬 | 0.13% | +5,598+13.8% | 加碼 |
| AlTi Global, Inc. | 44,629 | $556.0 萬 | 0.14% | +2,397+5.7% | 加碼 |
| Mutual of America Capital Management LLC | 46,718 | $557.3 萬 | 0.06% | −1,302−2.7% | 減碼 |
| Park Avenue Securities LLC | 46,794 | $558.3 萬 | 0.05% | −1,362−2.8% | 減碼 |
| Level Four Advisory Services, LLC | 47,588 | $567.7 萬 | 0.21% | +4,281+9.9% | 加碼 |
| Stablepoint Partners, LLC | 47,648 | $568.4 萬 | 0.97% | +320+0.7% | 加碼 |
| Scissortail Wealth Management, LLC | 47,746 | $569.6 萬 | 1.37% | −400−0.8% | 減碼 |
| MAI Capital Management | 47,861 | $571.0 萬 | 0.04% | +3,197+7.2% | 加碼 |
| Wesbanco Bank Inc | 47,888 | $571.3 萬 | 0.17% | +148+0.3% | 加碼 |
| Warren Averett Asset Management, LLC | 48,014 | $572.8 萬 | 0.06% | −2,424−4.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 48,077 | $573.6 萬 | 0.02% | +14,150+41.7% | 加碼 |
| Swiss Life Asset Management Ltd | 49,342 | $588.7 萬 | 0.03% | +2,366+5.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 49,390 | $589.2 萬 | 0.02% | +2,260+4.8% | 加碼 |
| Bank of Nova Scotia | 49,491 | $590.4 萬 | 0.01% | +1,946+4.1% | 加碼 |
| Royal Fund Management, LLC | 49,517 | $591.0 萬 | 0.63% | +2,531+5.4% | 加碼 |
| Mackenzie Financial Corp | 49,615 | $591.9 萬 | 0.01% | +5,731+13.1% | 加碼 |
| Commerce Bank | 49,632 | $592.1 萬 | 0.03% | −3,956−7.4% | 減碼 |
| Leavell Investment Management, Inc. | 49,959 | $596.0 萬 | 0.27% | −2,500−4.8% | 減碼 |
| RBF Capital, LLC | 50,000 | $596.5 萬 | 0.30% | 00.0% | 不變 |
| Schroder Investment Management Group | 50,260 | $599.6 萬 | 0.01% | −2,008−3.8% | 減碼 |
| Mirador Capital Partners LP | 50,364 | $600.8 萬 | 0.98% | +1,291+2.6% | 加碼 |
| Nissay Asset Management Corp | 50,471 | $602.1 萬 | 0.04% | −822−1.6% | 減碼 |
| Kornitzer Capital Management Inc | 50,802 | $606.1 萬 | 0.12% | −600−1.2% | 減碼 |
| Advisors Asset Management, Inc. | 51,119 | $609.8 萬 | 0.11% | −5,751−10.1% | 減碼 |
| CIBC World Markets Corp | 51,272 | $611.7 萬 | 0.04% | +1,458+2.9% | 加碼 |
| NewSquare Capital LLC | 52,111 | $613.9 萬 | 0.46% | +2,364+4.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 51,676 | $616.5 萬 | 0.01% | −9,067−14.9% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 52,804 | $630.0 萬 | 0.32% | 00.0% | 不變 |
| JustInvest LLC | 52,947 | $632.2 萬 | 0.07% | +8,461+19.0% | 加碼 |