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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 4,677 | $55.8 萬 | 0.19% | −1,260−21.2% | 減碼 |
| Atlas Legacy Advisors, LLC | 4,654 | $55.5 萬 | 0.12% | +1,947+71.9% | 加碼 |
| LVM Capital Management Ltd | 4,645 | $55.4 萬 | 0.06% | 00.0% | 不變 |
| Islay Capital Management, LLC | 4,635 | $55.3 萬 | 0.36% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 4,598 | $54.9 萬 | 0.04% | +925+25.2% | 加碼 |
| Principal Street Partners, LLC | 4,572 | $54.5 萬 | 0.05% | +2,268+98.4% | 加碼 |
| Trust Co of Vermont | 4,562 | $54.4 萬 | 0.03% | +202+4.6% | 加碼 |
| KCM Investment Advisors LLC | 4,562 | $54.4 萬 | 0.02% | −40−0.9% | 減碼 |
| Bennett Associates Wealth Management | 4,560 | $54.4 萬 | 0.42% | +697+18.0% | 加碼 |
| NVWM, LLC | 4,549 | $54.3 萬 | 0.13% | +104+2.3% | 加碼 |
| Guardian Wealth Management, Inc. | 4,546 | $54.2 萬 | 0.36% | −967−17.5% | 減碼 |
| Connecticut Wealth Management, LLC | 4,530 | $54.0 萬 | 0.03% | −5−0.1% | 減碼 |
| Capital Investment Advisors, LLC | 4,528 | $54.0 萬 | 0.01% | +214+5.0% | 加碼 |
| Quest Partners LLC | 4,500 | $53.7 萬 | 0.05% | −1,484−24.8% | 減碼 |
| Merrion Investment Management Co, LLC | 4,500 | $53.7 萬 | 0.35% | −500−10.0% | 減碼 |
| Simplicity Wealth,LLC | 4,484 | $53.5 萬 | 0.02% | +1,471+48.8% | 加碼 |
| Dearborn Partners LLC | 4,483 | $53.5 萬 | 0.03% | +1,091+32.2% | 加碼 |
| Lincoln Capital LLC | 4,483 | $53.5 萬 | 0.10% | −125−2.7% | 減碼 |
| Evergreen Capital Management LLC | 4,483 | $53.5 萬 | 0.02% | −191−4.1% | 減碼 |
| WP Advisors, LLC | 4,470 | $53.3 萬 | 0.15% | +147+3.4% | 加碼 |
| Modern Wealth Management, LLC | 4,468 | $53.3 萬 | 0.01% | +416+10.3% | 加碼 |
| Bridges Investment Management Inc | 4,457 | $53.2 萬 | 0.01% | −550−11.0% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,430 | $52.8 萬 | 0.16% | 00.0% | 不變 |
| Demars Financial Group, LLC | 4,429 | $52.8 萬 | 0.20% | −537,278−99.2% | 減碼 |
| Palisade Asset Management, LLC | 4,403 | $52.5 萬 | 0.05% | −951−17.8% | 減碼 |
| Focus Financial Network, Inc. | 4,386 | $52.3 萬 | 0.02% | −31−0.7% | 減碼 |
| Raiffeisen Bank International AG | 4,372 | $52.3 萬 | 0.01% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 4,363 | $52.1 萬 | 0.04% | +4,363 | 新進 |
| Means Investment Co., Inc. | 4,336 | $51.7 萬 | 0.05% | +3+0.1% | 加碼 |
| FineMark National Bank & Trust | 4,327 | $51.6 萬 | 0.02% | −54−1.2% | 減碼 |
| Whittier Trust Co | 4,323 | $51.6 萬 | 0.01% | +1,216+39.1% | 加碼 |
| Richwood Investment Advisors, LLC | 4,310 | $51.4 萬 | 0.42% | −115−2.6% | 減碼 |
| J. Safra Sarasin Holding AG | 4,309 | $51.4 萬 | 0.01% | +50+1.2% | 加碼 |
| Sunbelt Securities, Inc. | 4,510 | $51.4 萬 | 0.05% | −644−12.5% | 減碼 |
| Argyle Capital Partners, LLC | 4,297 | $51.3 萬 | 0.42% | +450+11.7% | 加碼 |
| Gryphon Financial Partners LLC | 4,291 | $51.2 萬 | 0.07% | +351+8.9% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,287 | $51.1 萬 | 0.27% | −790−15.6% | 減碼 |
| Purkiss Capital Advisors LLC | 4,248 | $50.7 萬 | 0.28% | +1,990+88.1% | 加碼 |
| Modera Wealth Management, LLC | 4,245 | $50.6 萬 | 0.01% | −62−1.4% | 減碼 |
| Diversified Trust Co | 4,238 | $50.6 萬 | 0.01% | −630−12.9% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,234 | $50.5 萬 | 0.25% | 00.0% | 不變 |
| Fulton Bank, N.A. | 4,231 | $50.5 萬 | 0.02% | +665+18.6% | 加碼 |
| Chicago Trust Co NA | 4,220 | $50.3 萬 | 0.07% | +412+10.8% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,218 | $50.3 萬 | 0.03% | −417−9.0% | 減碼 |
| Empire Financial Management Company, LLC | 4,216 | $50.3 萬 | 0.15% | −150−3.4% | 減碼 |
| MQS Management LLC | 4,198 | $50.1 萬 | 0.28% | +4,198 | 新進 |
| Cozad Asset Management Inc | 4,194 | $50.0 萬 | 0.04% | −1,005−19.3% | 減碼 |
| Drive Wealth Management, LLC | 4,179 | $49.9 萬 | 0.11% | +493+13.4% | 加碼 |
| Change Path, LLC | 4,160 | $49.6 萬 | 0.01% | −165−3.8% | 減碼 |
| Mill Capital Management, LLC | 4,144 | $49.4 萬 | 0.04% | 00.0% | 不變 |
| SAM Advisors, LLC | 4,136 | $49.3 萬 | 0.17% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,101 | $48.9 萬 | 0.01% | +50+1.2% | 加碼 |
| Vaughan David Investments LLC | 4,099 | $48.9 萬 | 0.01% | +262+6.8% | 加碼 |
| Western Wealth Management, LLC | 4,093 | $48.8 萬 | 0.03% | −166−3.9% | 減碼 |
| Burford Brothers, Inc. | 4,080 | $48.7 萬 | 0.22% | −23−0.6% | 減碼 |
| Peoples Financial Services Corp. | 4,075 | $48.6 萬 | 0.24% | 00.0% | 不變 |
| Smart Portfolios, LLC | 4,065 | $48.5 萬 | 0.49% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 4,062 | $48.5 萬 | 0.14% | 00.0% | 不變 |
| Cobler Capital Management, LLC | 4,011 | $48.5 萬 | 0.57% | +4,011 | 新進 |
| 1248 Management, LLC | 4,046 | $48.3 萬 | 0.18% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 4,040 | $48.2 萬 | 0.04% | −29−0.7% | 減碼 |
| Ballew Advisors, Inc | 3,776 | $48.1 萬 | 0.29% | +10.0% | 加碼 |
| Campion Asset Management LLC | 4,016 | $47.9 萬 | 0.36% | −56−1.4% | 減碼 |
| Angeles Wealth Management, LLC | 4,011 | $47.9 萬 | 0.03% | −283−6.6% | 減碼 |
| Oakland Financial Corp | 4,000 | $47.7 萬 | 8.98% | 00.0% | 不變 |
| Cigna Investments Inc | 4,001 | $47.7 萬 | 0.08% | −128−3.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 3,980 | $47.5 萬 | 0.05% | −673−14.5% | 減碼 |
| GW Henssler & Associates Ltd | 3,970 | $47.4 萬 | 0.03% | −436−9.9% | 減碼 |
| Excalibur Management Corp | 3,964 | $47.3 萬 | 0.18% | +607+18.1% | 加碼 |
| Syntegra Private Wealth Group, LLC | 3,947 | $47.1 萬 | 0.05% | +9+0.2% | 加碼 |
| Princeton Global Asset Management LLC | 3,931 | $46.9 萬 | 0.09% | +54+1.4% | 加碼 |
| PDS Planning, Inc | 3,924 | $46.8 萬 | 0.03% | +503+14.7% | 加碼 |
| Patron Partners Advisors, LLC | 3,917 | $46.7 萬 | 0.23% | −475−10.8% | 減碼 |
| Trustmark National Bank Trust Department | 3,914 | $46.7 萬 | 0.03% | −350−8.2% | 減碼 |
| Gratus Wealth Advisors, LLC | 3,892 | $46.4 萬 | 0.07% | +24+0.6% | 加碼 |
| Saturna Capital CORP | 3,888 | $46.4 萬 | 0.01% | −1,380−26.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,875 | $46.2 萬 | 0.03% | −626−13.9% | 減碼 |
| Old Point Trust & Financial Services N A | 3,850 | $45.9 萬 | 0.16% | −459−10.7% | 減碼 |
| John G Ullman & Associates Inc | 3,850 | $45.9 萬 | 0.07% | 00.0% | 不變 |
| Roof Eidam & Maycock | 3,843 | $45.8 萬 | 0.11% | 00.0% | 不變 |
| Syon Capital LLC | 3,841 | $45.8 萬 | 0.03% | −2,826−42.4% | 減碼 |
| Spinnaker Trust | 3,838 | $45.8 萬 | 0.03% | 00.0% | 不變 |
| Three Seasons Wealth, LLC | 3,826 | $45.6 萬 | 0.05% | 00.0% | 不變 |
| Southland Equity Partners LLC | 3,821 | $45.6 萬 | 0.10% | −48−1.2% | 減碼 |
| Riverwater Partners LLC | 3,797 | $45.3 萬 | 0.21% | −34−0.9% | 減碼 |
| Aristotle Capital Management, LLC | 3,789 | $45.2 萬 | 0.00% | −2,494−39.7% | 減碼 |
| Freestone Capital Holdings, LLC | 3,770 | $45.0 萬 | 0.02% | −18−0.5% | 減碼 |
| Aaron Wealth Advisors | 3,755 | $44.8 萬 | 0.05% | −33−0.9% | 減碼 |
| Whalerock Point Partners, LLC | 3,740 | $44.6 萬 | 0.10% | 00.0% | 不變 |
| Cadinha & Co LLC | 3,732 | $44.5 萬 | 0.07% | +12+0.3% | 加碼 |
| Ransom Advisory, Ltd | 3,725 | $44.4 萬 | 0.21% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 3,723 | $44.4 萬 | 0.01% | +471+14.5% | 加碼 |
| Harbour Investments, Inc. | 3,714 | $44.3 萬 | 0.01% | −175−4.5% | 減碼 |
| Nilsine Partners, LLC | 3,711 | $44.3 萬 | 0.04% | −353−8.7% | 減碼 |
| Field & Main Bank | 3,708 | $44.2 萬 | 0.14% | −170−4.4% | 減碼 |
| Hills Bank & Trust Co | 3,667 | $43.7 萬 | 0.03% | +24+0.7% | 加碼 |
| Evoke Wealth, LLC | 3,659 | $43.7 萬 | 0.01% | +1,804+97.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,658 | $43.6 萬 | 0.04% | −77−2.1% | 減碼 |
| Tripletail Wealth Management, LLC | 3,662 | $43.4 萬 | 0.62% | +3,662 | 新進 |
| Ronald Blue Trust, Inc. | 3,636 | $43.4 萬 | 0.01% | +65+1.8% | 加碼 |