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 |
|---|---|---|---|---|---|
| Conning Inc. | 3,635 | $43.4 萬 | 0.01% | −110−2.9% | 減碼 |
| S.A. Mason LLC | 3,629 | $43.3 萬 | 0.21% | −1,210−25.0% | 減碼 |
| Biltmore Wealth Management, LLC | 3,613 | $43.1 萬 | 0.17% | +85+2.4% | 加碼 |
| Corps Capital Advisors, LLC | 3,612 | $43.1 萬 | 0.69% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,609 | $43.1 萬 | 0.02% | −683−15.9% | 減碼 |
| First Citizens Bank & Trust Co | 3,602 | $43.0 萬 | 0.01% | −42−1.2% | 減碼 |
| Rossby Financial, LCC | 3,600 | $42.9 萬 | 0.16% | +193+5.7% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $42.8 萬 | 0.00% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 3,583 | $42.7 萬 | 0.05% | −248−6.5% | 減碼 |
| Drucker Wealth 3.0, LLC | 3,274 | $42.7 萬 | 0.08% | +3,274 | 新進 |
| Crawford Investment Counsel Inc | 3,577 | $42.7 萬 | 0.01% | +191+5.6% | 加碼 |
| Eisler Capital Management Ltd. | 3,567 | $42.6 萬 | 0.01% | +1,371+62.4% | 加碼 |
| Ameritas Advisory Services, LLC | 3,569 | $42.6 萬 | 0.02% | −1,418−28.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 3,551 | $42.4 萬 | 0.00% | +1,714+93.3% | 加碼 |
| Harbor Advisors LLC | 3,541 | $42.2 萬 | 0.07% | 00.0% | 不變 |
| Keel Point, LLC | 3,517 | $42.0 萬 | 0.03% | −382−9.8% | 減碼 |
| Schnieders Capital Management LLC | 3,508 | $41.9 萬 | 0.07% | −205−5.5% | 減碼 |
| Estabrook Capital Management | 3,507 | $41.8 萬 | 0.06% | −602−14.7% | 減碼 |
| Plancorp, LLC | 3,506 | $41.8 萬 | 0.01% | +413+13.4% | 加碼 |
| Prairie Sky Financial Group LLC | 3,480 | $41.5 萬 | 0.23% | −68−1.9% | 減碼 |
| MTM Investment Management, LLC | 3,478 | $41.5 萬 | 0.14% | +141+4.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,464 | $41.3 萬 | 0.03% | −329−8.7% | 減碼 |
| Moody National Bank Trust Division | 3,451 | $41.2 萬 | 0.04% | −324−8.6% | 減碼 |
| Adviser Investments LLC | 3,446 | $41.1 萬 | 0.01% | −1,721−33.3% | 減碼 |
| Independence Bank of Kentucky | 3,441 | $41.1 萬 | 0.06% | −10−0.3% | 減碼 |
| Corbyn Investment Management Inc | 3,441 | $41.1 萬 | 0.14% | 00.0% | 不變 |
| Foster & Motley Inc | 3,436 | $41.0 萬 | 0.02% | −356−9.4% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 3,434 | $41.0 萬 | 0.09% | +232+7.2% | 加碼 |
| Woodmont Investment Counsel LLC | 3,430 | $40.9 萬 | 0.03% | −20−0.6% | 減碼 |
| MSH Capital Advisors LLC | 3,418 | $40.8 萬 | 0.12% | −38−1.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,416 | $40.8 萬 | 0.01% | +40+1.2% | 加碼 |
| Tanager Wealth Management LLP | 3,413 | $40.7 萬 | 0.05% | +25+0.7% | 加碼 |
| BKD Wealth Advisors, LLC | 3,410 | $40.7 萬 | 0.01% | −199−5.5% | 減碼 |
| Uniting Wealth Partners, LLC | 3,409 | $40.7 萬 | 0.16% | +5+0.1% | 加碼 |
| Everhart Financial Group, Inc. | 3,395 | $40.5 萬 | 0.05% | −856−20.1% | 減碼 |
| Riverbend Wealth Management, LLC | 3,395 | $40.5 萬 | 0.31% | +149+4.6% | 加碼 |
| Master's Wealth Management Inc. | 3,391 | $40.5 萬 | 0.19% | +981+40.7% | 加碼 |
| Uncommon Cents Investing LLC | 3,382 | $40.3 萬 | 0.11% | −69−2.0% | 減碼 |
| Courier Capital LLC | 3,381 | $40.3 萬 | 0.02% | 00.0% | 不變 |
| Weaver Consulting Group | 3,359 | $40.1 萬 | 0.11% | −318−8.6% | 減碼 |
| Wedgewood Investors Inc | 3,350 | $40.0 萬 | 0.46% | 00.0% | 不變 |
| Perpetual Ltd | 3,330 | $39.7 萬 | 0.00% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 3,319 | $39.6 萬 | 0.01% | +3,319 | 新進 |
| Allen Investment Management LLC | 3,318 | $39.6 萬 | 0.00% | 00.0% | 不變 |
| Welch Group, LLC | 3,311 | $39.5 萬 | 0.02% | −195−5.6% | 減碼 |
| CWA Asset Management Group, LLC | 3,303 | $39.4 萬 | 0.02% | +1,179+55.5% | 加碼 |
| Roundview Capital LLC | 3,300 | $39.4 萬 | 0.03% | 00.0% | 不變 |
| Blue Edge Capital, LLC | 3,294 | $39.3 萬 | 0.06% | +4+0.1% | 加碼 |
| Nwam LLC | 3,182 | $39.3 萬 | 0.02% | −406−11.3% | 減碼 |
| Uhlmann Price Securities, LLC | 3,268 | $39.0 萬 | 0.28% | +966+42.0% | 加碼 |
| Hartford Financial Management Inc. | 3,264 | $38.9 萬 | 0.11% | −16,192−83.2% | 減碼 |
| Ambassador Advisors, LLC | 3,254 | $38.8 萬 | 0.06% | −34−1.0% | 減碼 |
| Brandywine Oak Private Wealth LLC | 3,253 | $38.8 萬 | 0.04% | −160−4.7% | 減碼 |
| Runnymede Capital Advisors, Inc. | 3,250 | $38.8 萬 | 0.36% | 00.0% | 不變 |
| Athena Investment Management | 3,249 | $38.8 萬 | 0.22% | 00.0% | 不變 |
| Scotia Capital Inc. | 3,245 | $38.7 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 3,238 | $38.6 萬 | 0.03% | −1,834−36.2% | 減碼 |
| Joel Isaacson & Co., LLC | 3,217 | $38.4 萬 | 0.02% | 00.0% | 不變 |
| Measured Risk Portfolios, Inc. | 3,215 | $38.3 萬 | 0.43% | 00.0% | 不變 |
| Univest Financial Corp | 3,210 | $38.3 萬 | 0.02% | +5+0.2% | 加碼 |
| B&L Asset Management LLC | 3,210 | $38.3 萬 | 0.22% | +384+13.6% | 加碼 |
| Fidelis Capital Partners, LLC | 3,185 | $38.2 萬 | 0.03% | +30+1.0% | 加碼 |
| LCNB Corp | 3,194 | $38.1 萬 | 0.13% | 00.0% | 不變 |
| Rossmore Private Capital | 3,192 | $38.1 萬 | 0.04% | −2−0.1% | 減碼 |
| ARS Investment Partners, LLC | 3,186 | $38.0 萬 | 0.03% | 00.0% | 不變 |
| Ballentine Partners, LLC | 3,178 | $37.9 萬 | 0.01% | −414−11.5% | 減碼 |
| Birmingham Capital Management Co Inc | 3,173 | $37.9 萬 | 0.17% | −3,550−52.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,159 | $37.7 萬 | 0.05% | −241−7.1% | 減碼 |
| Vista Investment Partners LLC | 3,158 | $37.7 萬 | 0.11% | 00.0% | 不變 |
| Pitcairn Co | 3,155 | $37.6 萬 | 0.02% | −1,699−35.0% | 減碼 |
| GHP Investment Advisors, Inc. | 3,152 | $37.6 萬 | 0.02% | +79+2.6% | 加碼 |
| Hanson & Doremus Investment Management | 3,143 | $37.5 萬 | 0.05% | −277−8.1% | 減碼 |
| Second Line Capital, LLC | 3,134 | $37.4 萬 | 0.09% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 3,042 | $37.3 萬 | 0.03% | −2,792−47.9% | 減碼 |
| Reuter James Wealth Management, LLC | 3,126 | $37.3 萬 | 0.06% | −5−0.2% | 減碼 |
| Waldron Private Wealth LLC | 3,108 | $37.1 萬 | 0.02% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,094 | $37.0 萬 | 0.15% | +483+18.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 3,100 | $37.0 萬 | 0.01% | 00.0% | 不變 |
| Granite Group Advisors, LLC | 3,087 | $36.8 萬 | 0.22% | 00.0% | 不變 |
| Generali Investments, Management Co LLC | 3,089 | $36.8 萬 | 0.08% | −589−16.0% | 減碼 |
| Advisory Alpha, LLC | 3,083 | $36.8 萬 | 0.01% | +176+6.1% | 加碼 |
| Magnus Financial Group LLC | 3,083 | $36.8 萬 | 0.03% | +84+2.8% | 加碼 |
| Vectors Research Management, LLC | 3,081 | $36.8 萬 | 0.13% | 00.0% | 不變 |
| Scientech Research LLC | 3,059 | $36.5 萬 | 0.09% | +3,059 | 新進 |
| Verity Asset Management, Inc. | 3,054 | $36.4 萬 | 0.17% | +82+2.8% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 3,046 | $36.3 萬 | 0.03% | +560+22.5% | 加碼 |
| CX Institutional | 3,047 | $36.3 萬 | 0.01% | −595−16.3% | 減碼 |
| Hamilton Capital, LLC | 3,041 | $36.3 萬 | 0.02% | +471+18.3% | 加碼 |
| Clifford Group, LLC | 3,032 | $36.2 萬 | 0.30% | −363−10.7% | 減碼 |
| Van Strum & Towne Inc. | 3,031 | $36.2 萬 | 0.11% | 00.0% | 不變 |
| Legacy Private Trust Co. | 3,007 | $35.9 萬 | 0.02% | +95+3.3% | 加碼 |
| Lummis Asset Management, LP | 3,011 | $35.9 萬 | 0.23% | +2,861+1,907.3% | 加碼 |
| Kanawha Capital Management LLC | 2,995 | $35.7 萬 | 0.03% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 2,984 | $35.6 萬 | 0.09% | +8+0.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,979 | $35.5 萬 | 0.00% | −3,334−52.8% | 減碼 |
| Aries Wealth Management | 2,973 | $35.5 萬 | 0.09% | 00.0% | 不變 |
| Waycross Partners, LLC | 2,965 | $35.4 萬 | 0.03% | +2,965 | 新進 |
| Stratos Wealth Advisors, LLC | 2,954 | $35.2 萬 | 0.02% | −9−0.3% | 減碼 |
| First National Bank Sioux Falls | 2,946 | $35.1 萬 | 0.13% | −238−7.5% | 減碼 |
| Post Resch Tallon Group Inc. | 2,939 | $35.1 萬 | 0.34% | 00.0% | 不變 |