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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 1,720 | $20.5 萬 | 0.02% | −674−28.2% | 減碼 |
| Per Stirling Capital Management, LLC. | 1,717 | $20.5 萬 | 0.03% | +6+0.4% | 加碼 |
| True North Advisors, LLC | 1,715 | $20.5 萬 | 0.04% | +1,715 | 新進 |
| Sentry LLC | 1,710 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 1,705 | $20.3 萬 | 0.09% | −40−2.3% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 1,700 | $20.3 萬 | 0.07% | 00.0% | 不變 |
| Crestmont Private Wealth LLC | 1,698 | $20.3 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Family Advisors, LLC | 1,692 | $20.2 萬 | 0.10% | −34−2.0% | 減碼 |
| Websterrogers Financial Advisors, LLC | 1,687 | $20.1 萬 | 0.06% | 00.0% | 不變 |
| Key Client Fiduciary Advisors, LLC | 1,682 | $20.1 萬 | 0.08% | +22+1.3% | 加碼 |
| JNBA Financial Advisors | 1,674 | $20.0 萬 | 0.02% | 00.0% | 不變 |
| Bank of New Hampshire | 1,672 | $19.9 萬 | 0.05% | −80−4.6% | 減碼 |
| Westside Investment Management, Inc. | 1,658 | $19.9 萬 | 0.04% | +187+12.7% | 加碼 |
| Centaurus Financial, Inc. | 1,656 | $19.8 萬 | 0.01% | −681−29.1% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $19.6 萬 | 0.13% | −8−0.5% | 減碼 |
| Cherry Tree Wealth Management, LLC | 1,629 | $19.4 萬 | 0.05% | −66−3.9% | 減碼 |
| Perkins Coie Trust Co | 1,623 | $19.4 萬 | 0.03% | −6−0.4% | 減碼 |
| Archer Investment Corp | 1,606 | $19.2 萬 | 0.05% | −3,469−68.4% | 減碼 |
| Sound Income Strategies, LLC | 1,595 | $19.0 萬 | 0.01% | +852+114.7% | 加碼 |
| St Germain D J Co Inc | 1,580 | $18.8 萬 | 0.01% | +98+6.6% | 加碼 |
| Coastline Trust Co | 1,549 | $18.5 萬 | 0.02% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 1,547 | $18.5 萬 | 0.01% | +1,121+263.1% | 加碼 |
| Spire Wealth Management | 1,540 | $18.4 萬 | 0.01% | −1,827−54.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 1,538 | $18.3 萬 | 0.09% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 1,521 | $18.1 萬 | 0.02% | −150−9.0% | 減碼 |
| GeoWealth Management, LLC | 1,515 | $18.1 萬 | 0.01% | +60+4.1% | 加碼 |
| Sentry Investment Management LLC | 1,355 | $17.6 萬 | 0.10% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,464 | $17.5 萬 | 0.11% | +68+4.9% | 加碼 |
| Peterson Wealth Services | 1,447 | $17.3 萬 | 0.05% | −153−9.6% | 減碼 |
| Bullock Wealth Management Group | 1,401 | $17.3 萬 | 0.09% | −116−7.6% | 減碼 |
| NBT Bank N A | 1,436 | $17.1 萬 | 0.01% | −35−2.4% | 減碼 |
| Chilton Capital Management LLC | 1,414 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Evelyn Partners Investment Management LLP | 1,411 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,361 | $16.2 萬 | 0.01% | −122−8.2% | 減碼 |
| Caldwell Sutter Capital, Inc. | 1,358 | $16.2 萬 | 0.07% | −39−2.8% | 減碼 |
| Addison Advisors LLC | 1,354 | $16.2 萬 | 0.04% | 00.0% | 不變 |
| 10Elms LLP | 1,354 | $16.2 萬 | 0.15% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $16.1 萬 | 0.02% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 1,332 | $15.9 萬 | 0.02% | +68+5.4% | 加碼 |
| Grove Bank & Trust | 1,306 | $15.6 萬 | 0.02% | −42−3.1% | 減碼 |
| General Partner, Inc. | 1,303 | $15.5 萬 | 0.09% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 1,292 | $15.4 萬 | 0.03% | 00.0% | 不變 |
| Group One Trading, L.P. | 1,267 | $15.1 萬 | 0.00% | +1,267 | 新進 |
| Lazard Asset Management LLC | 1,253 | $14.9 萬 | 0.00% | +80+6.8% | 加碼 |
| Tompkins Financial Corp | 1,244 | $14.8 萬 | 0.01% | −141−10.2% | 減碼 |
| Valley National Advisers Inc | 1,245 | $14.8 萬 | 0.02% | +61+5.2% | 加碼 |
| MUFG Securities EMEA plc | 1,204 | $14.4 萬 | 0.01% | +1,204 | 新進 |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $14.0 萬 | 0.01% | +598+104.4% | 加碼 |
| Sittner & Nelson, LLC | 1,150 | $13.7 萬 | 0.06% | −69−5.7% | 減碼 |
| Y.D. More Investments Ltd | 1,147 | $13.7 萬 | 0.01% | +271+30.9% | 加碼 |
| AdvisorNet Financial, Inc | 1,132 | $13.5 萬 | 0.01% | −16−1.4% | 減碼 |
| Centennial Bank | 1,130 | $13.5 萬 | 0.06% | −195−14.7% | 減碼 |
| Onefund, LLC | 1,123 | $13.4 萬 | 0.10% | +1,123 | 新進 |
| Golden State Wealth Management, LLC | 1,102 | $13.1 萬 | 0.02% | +330+42.7% | 加碼 |
| Westchester Capital Management, LLC | 1,100 | $13.1 萬 | 0.01% | −26,400−96.0% | 減碼 |
| United Community Bank | 1,093 | $13.0 萬 | 0.04% | −833−43.3% | 減碼 |
| Asset Planning,Inc | 1,075 | $12.8 萬 | 0.10% | +285+36.1% | 加碼 |
| Smithfield Trust Co | 1,068 | $12.8 萬 | 0.01% | −204−16.0% | 減碼 |
| First Horizon Advisors, Inc. | 1,062 | $12.7 萬 | 0.00% | −2,473−70.0% | 減碼 |
| American Capital Advisory, LLC | 1,057 | $12.6 萬 | 0.06% | 00.0% | 不變 |
| Security National Bank | 1,054 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 1,049 | $12.5 萬 | 0.11% | −2,417−69.7% | 減碼 |
| Optimum Investment Advisors | 1,038 | $12.4 萬 | 0.05% | +200+23.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,013 | $12.1 萬 | 0.00% | +18+1.8% | 加碼 |
| Global Trust Asset Management, LLC | 1,005 | $12.0 萬 | 0.06% | 00.0% | 不變 |
| Mechanics Financial Corp | 1,000 | $11.9 萬 | 0.05% | 00.0% | 不變 |
| Crossingbridge Advisors, LLC | 1,000 | $11.9 萬 | 0.10% | −9,000−90.0% | 減碼 |
| NBC Securities, Inc. | 998 | $11.9 萬 | 0.01% | −560−35.9% | 減碼 |
| ORG Partners LLC | 958 | $11.8 萬 | 0.03% | −92−8.8% | 減碼 |
| McIlrath & Eck, LLC | 984 | $11.7 萬 | 0.01% | +1+0.1% | 加碼 |
| Motco | 938 | $11.6 萬 | 0.01% | +189+25.2% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 960 | $11.5 萬 | 0.06% | 00.0% | 不變 |
| Tanglewood Legacy Advisors, LLC | 950 | $11.3 萬 | 0.05% | 00.0% | 不變 |
| City State Bank | 942 | $11.2 萬 | 0.04% | 00.0% | 不變 |
| CVA Family Office, LLC | 942 | $11.2 萬 | 0.02% | +86+10.0% | 加碼 |
| Birchbrook, Inc. | 936 | $11.2 萬 | 0.06% | +936 | 新進 |
| Vestor Capital, LLC | 10,018 | $10.9 萬 | 0.01% | +8,133+431.5% | 加碼 |
| Private Wealth Asset Management, LLC | 912 | $10.9 萬 | 0.01% | +77+9.2% | 加碼 |
| Catalyst Capital Advisors LLC | 907 | $10.8 萬 | 0.00% | +380+72.1% | 加碼 |
| Broadwater Capital Management LLC | 107,370 | $10.7 萬 | 0.08% | +106,470+11,830.0% | 加碼 |
| American National Bank | 894 | $10.7 萬 | 0.01% | +12+1.4% | 加碼 |
| Plato Investment Management Ltd | 880 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 874 | $10.4 萬 | 0.01% | +36+4.3% | 加碼 |
| Garde Capital, Inc. | 872 | $10.4 萬 | 0.01% | +5+0.6% | 加碼 |
| Johnson Financial Group, Inc. | 860 | $10.3 萬 | 0.00% | −681−44.2% | 減碼 |
| Glass Jacobson Investment Advisors llc | 850 | $10.1 萬 | 0.04% | +637+299.1% | 加碼 |
| VSM Wealth Advisory, LLC | 829 | $9.89 萬 | 0.03% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 813 | $9.70 萬 | 0.00% | −261−24.3% | 減碼 |
| Avion Wealth | 806 | $9.60 萬 | 0.02% | +13+1.6% | 加碼 |
| TFC Financial Management | 793 | $9.46 萬 | 0.01% | +6+0.8% | 加碼 |
| Gleason Group, Inc. | 768 | $9.16 萬 | 0.01% | +8+1.1% | 加碼 |
| Riverview Trust Co | 761 | $9.08 萬 | 0.11% | −358−32.0% | 減碼 |
| Rialto Wealth Management, LLC | 757 | $9.03 萬 | 0.03% | +4+0.5% | 加碼 |
| Financial Management Professionals, Inc. | 757 | $9.03 萬 | 0.01% | −743−49.5% | 減碼 |
| Piscataqua Savings Bank | 756 | $9.02 萬 | 0.08% | −60−7.4% | 減碼 |
| Hager Investment Management Services, LLC | 749 | $8.94 萬 | 0.05% | −689−47.9% | 減碼 |
| Missouri Trust & Investment Co | 749 | $8.94 萬 | 0.03% | −131−14.9% | 減碼 |
| Horizon Bancorp Inc | 750 | $8.90 萬 | 0.04% | +750 | 新進 |
| Beaird Harris Wealth Management, LLC | 734 | $8.76 萬 | 0.01% | 00.0% | 不變 |
| Olistico Wealth, LLC | 729 | $8.70 萬 | 0.05% | +480+192.8% | 加碼 |