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 |
|---|---|---|---|---|---|
| Wakefield Asset Management LLLP | 2,568 | $30.6 萬 | 0.09% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 2,569 | $30.6 萬 | 0.01% | −3,189−55.4% | 減碼 |
| Investors Asset Management of Georgia Inc | 2,576 | $30.7 萬 | 0.14% | −26−1.0% | 減碼 |
| Blackhawk Capital Partners LLC. | 2,582 | $30.8 萬 | 0.14% | +2,582 | 新進 |
| Clarius Group, LLC | 2,587 | $30.9 萬 | 0.02% | −76−2.9% | 減碼 |
| Compass Capital Corp | 2,389 | $30.9 萬 | 0.15% | −246−9.3% | 減碼 |
| Berger Financial Group, Inc | 2,592 | $30.9 萬 | 0.02% | −530−17.0% | 減碼 |
| Pinnacle Bancorp, Inc. | 2,594 | $30.9 萬 | 0.10% | +150+6.1% | 加碼 |
| Dodge & Cox | 2,600 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 2,600 | $31.0 萬 | 0.04% | 00.0% | 不變 |
| Seamount Financial Group Inc | 2,602 | $31.0 萬 | 0.16% | 00.0% | 不變 |
| HCR Wealth Advisors | 2,608 | $31.1 萬 | 0.04% | −100−3.7% | 減碼 |
| Transcend Wealth Collective, LLC | 2,610 | $31.1 萬 | 0.02% | −1,004−27.8% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 2,613 | $31.2 萬 | 0.04% | +17+0.7% | 加碼 |
| Good Life Advisors, LLC | 2,617 | $31.2 萬 | 0.02% | +195+8.1% | 加碼 |
| Thomasville National Bank | 2,617 | $31.2 萬 | 0.02% | +248+10.5% | 加碼 |
| Aigen Investment Management, LP | 2,628 | $31.4 萬 | 0.04% | +2,628 | 新進 |
| Manske Wealth Management | 2,634 | $31.4 萬 | 0.10% | +200+8.2% | 加碼 |
| Canal Capital Management, LLC | 2,643 | $31.5 萬 | 0.05% | +27+1.0% | 加碼 |
| Sharp Financial Services, LLC | 2,643 | $31.5 萬 | 0.20% | +650+32.6% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 2,643 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| QTR Family Wealth, LLC | 2,646 | $31.6 萬 | 0.20% | +130+5.2% | 加碼 |
| Successful Portfolios LLC | 2,650 | $31.6 萬 | 0.19% | +2+0.1% | 加碼 |
| North Star Investment Management Corp. | 2,653 | $31.7 萬 | 0.02% | −533−16.7% | 減碼 |
| Harrell Investment Partners, LLC | 2,658 | $31.7 萬 | 0.08% | +1,030+63.3% | 加碼 |
| Walker Asset Management, LLC | 2,662 | $31.8 萬 | 0.18% | −17−0.6% | 減碼 |
| Brown Brothers Harriman & Co | 2,662 | $31.8 萬 | 0.00% | +1,130+73.8% | 加碼 |
| Plan A Wealth LLC | 2,665 | $31.8 萬 | 0.18% | 00.0% | 不變 |
| LRI Investments, LLC | 2,668 | $31.8 萬 | 0.03% | +612+29.8% | 加碼 |
| West Paces Advisors Inc. | 2,670 | $31.9 萬 | 0.07% | −1,490−35.8% | 減碼 |
| Dividend Assets Capital, LLC | 2,704 | $32.3 萬 | 0.06% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,705 | $32.3 萬 | 0.02% | +2,705 | 新進 |
| Sovran Advisors, LLC | 2,491 | $32.4 萬 | 0.03% | +2,491 | 新進 |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,714 | $32.4 萬 | 0.10% | −177−6.1% | 減碼 |
| CoreFirst Bank & Trust | 2,718 | $32.4 萬 | 0.18% | −430−13.7% | 減碼 |
| Panagora Asset Management Inc | 2,719 | $32.4 萬 | 0.00% | −1,872−40.8% | 減碼 |
| E&G Advisors, LP | 2,720 | $32.4 萬 | 0.08% | −255−8.6% | 減碼 |
| McDaniel Terry & Co | 2,730 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| Stockman Wealth Management, Inc. | 2,738 | $32.7 萬 | 0.04% | −50−1.8% | 減碼 |
| Shell Asset Management Co | 2,747 | $32.8 萬 | 0.01% | +1,387+102.0% | 加碼 |
| IFG Advisory, LLC | 2,754 | $32.9 萬 | 0.02% | −46−1.6% | 減碼 |
| Howard Capital Management Inc. | 2,761 | $32.9 萬 | 0.00% | +299+12.1% | 加碼 |
| Boston Private Wealth LLC | 2,761 | $32.9 萬 | 0.02% | +2,761 | 新進 |
| Atlas Capital Advisors LLC | 2,771 | $33.1 萬 | 0.04% | −1,049−27.5% | 減碼 |
| Liberty Capital Management, Inc. | 2,772 | $33.1 萬 | 0.07% | 00.0% | 不變 |
| Davidson Trust Co | 2,781 | $33.2 萬 | 0.15% | −282−9.2% | 減碼 |
| Capital Advantage, Inc. | 2,788 | $33.3 萬 | 0.05% | +5+0.2% | 加碼 |
| Northcape Wealth Management, LLC | 2,790 | $33.3 萬 | 0.10% | +330+13.4% | 加碼 |
| Greenfield Seitz Capital Management, LLC | 2,794 | $33.3 萬 | 0.12% | +186+7.1% | 加碼 |
| PFG Advisors | 2,802 | $33.4 萬 | 0.02% | −160−5.4% | 減碼 |
| Intrinsic Value Partners, LLC | 2,812 | $33.5 萬 | 0.30% | −74−2.6% | 減碼 |
| Thompson Siegel & Walmsley LLC | 2,818 | $33.6 萬 | 0.01% | −384−12.0% | 減碼 |
| Strategy Asset Managers LLC | 2,837 | $33.8 萬 | 0.06% | −409−12.6% | 減碼 |
| Arete Wealth Advisors, LLC | 2,847 | $34.0 萬 | 0.02% | −103−3.5% | 減碼 |
| AGH Wealth Advisors, LLC | 2,860 | $34.1 萬 | 0.28% | +79+2.8% | 加碼 |
| Beaton Management Co. Inc. | 2,863 | $34.2 萬 | 0.17% | −268−8.6% | 減碼 |
| Shufro Rose & Co LLC | 2,775 | $34.3 萬 | 0.03% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 2,887 | $34.4 萬 | 0.02% | +11+0.4% | 加碼 |
| Summit Global Investments | 2,889 | $34.5 萬 | 0.02% | +134+4.9% | 加碼 |
| Cape Cod Five Cents Savings Bank | 2,625 | $34.5 萬 | 0.03% | 00.0% | 不變 |
| Persium Advisors, LLC | 2,902 | $34.6 萬 | 0.29% | 00.0% | 不變 |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,925 | $34.9 萬 | 0.25% | −33−1.1% | 減碼 |
| Phoenix Holdings Ltd. | 2,932 | $34.9 萬 | 0.00% | −2,663−47.6% | 減碼 |
| Stiles Financial Services Inc | 2,935 | $35.0 萬 | 0.12% | +68+2.4% | 加碼 |
| Austin Private Wealth, LLC | 2,937 | $35.0 萬 | 0.03% | −24−0.8% | 減碼 |
| Post Resch Tallon Group Inc. | 2,939 | $35.1 萬 | 0.34% | 00.0% | 不變 |
| First National Bank Sioux Falls | 2,946 | $35.1 萬 | 0.13% | −238−7.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 2,954 | $35.2 萬 | 0.02% | −9−0.3% | 減碼 |
| Waycross Partners, LLC | 2,965 | $35.4 萬 | 0.03% | +2,965 | 新進 |
| Aries Wealth Management | 2,973 | $35.5 萬 | 0.09% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,979 | $35.5 萬 | 0.00% | −3,334−52.8% | 減碼 |
| Plimoth Trust Co LLC | 2,984 | $35.6 萬 | 0.09% | +8+0.3% | 加碼 |
| Kanawha Capital Management LLC | 2,995 | $35.7 萬 | 0.03% | 00.0% | 不變 |
| Lummis Asset Management, LP | 3,011 | $35.9 萬 | 0.23% | +2,861+1,907.3% | 加碼 |
| Legacy Private Trust Co. | 3,007 | $35.9 萬 | 0.02% | +95+3.3% | 加碼 |
| Van Strum & Towne Inc. | 3,031 | $36.2 萬 | 0.11% | 00.0% | 不變 |
| Clifford Group, LLC | 3,032 | $36.2 萬 | 0.30% | −363−10.7% | 減碼 |
| Hamilton Capital, LLC | 3,041 | $36.3 萬 | 0.02% | +471+18.3% | 加碼 |
| CX Institutional | 3,047 | $36.3 萬 | 0.01% | −595−16.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 3,046 | $36.3 萬 | 0.03% | +560+22.5% | 加碼 |
| Verity Asset Management, Inc. | 3,054 | $36.4 萬 | 0.17% | +82+2.8% | 加碼 |
| Scientech Research LLC | 3,059 | $36.5 萬 | 0.09% | +3,059 | 新進 |
| Vectors Research Management, LLC | 3,081 | $36.8 萬 | 0.13% | 00.0% | 不變 |
| Magnus Financial Group LLC | 3,083 | $36.8 萬 | 0.03% | +84+2.8% | 加碼 |
| Advisory Alpha, LLC | 3,083 | $36.8 萬 | 0.01% | +176+6.1% | 加碼 |
| Generali Investments, Management Co LLC | 3,089 | $36.8 萬 | 0.08% | −589−16.0% | 減碼 |
| Granite Group Advisors, LLC | 3,087 | $36.8 萬 | 0.22% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 3,100 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,094 | $37.0 萬 | 0.15% | +483+18.5% | 加碼 |
| Waldron Private Wealth LLC | 3,108 | $37.1 萬 | 0.02% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 3,126 | $37.3 萬 | 0.06% | −5−0.2% | 減碼 |
| OneAscent Financial Services LLC | 3,042 | $37.3 萬 | 0.03% | −2,792−47.9% | 減碼 |
| Second Line Capital, LLC | 3,134 | $37.4 萬 | 0.09% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 3,143 | $37.5 萬 | 0.05% | −277−8.1% | 減碼 |
| GHP Investment Advisors, Inc. | 3,152 | $37.6 萬 | 0.02% | +79+2.6% | 加碼 |
| Pitcairn Co | 3,155 | $37.6 萬 | 0.02% | −1,699−35.0% | 減碼 |
| Vista Investment Partners LLC | 3,158 | $37.7 萬 | 0.11% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 3,159 | $37.7 萬 | 0.05% | −241−7.1% | 減碼 |
| Birmingham Capital Management Co Inc | 3,173 | $37.9 萬 | 0.17% | −3,550−52.8% | 減碼 |
| Ballentine Partners, LLC | 3,178 | $37.9 萬 | 0.01% | −414−11.5% | 減碼 |