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 |
|---|---|---|---|---|---|
| Moser Wealth Advisors, LLC | 17,541 | $209.3 萬 | 1.00% | +661+3.9% | 加碼 |
| XML Financial, LLC | 17,541 | $209.3 萬 | 0.18% | +85+0.5% | 加碼 |
| Vise Technologies, Inc. | 17,531 | $209.1 萬 | 0.09% | +17,531 | 新進 |
| Tiaa Trust, National Association | 17,414 | $207.7 萬 | 0.01% | −1,363−7.3% | 減碼 |
| HBK Sorce Advisory LLC | 17,370 | $207.2 萬 | 0.06% | −268−1.5% | 減碼 |
| Huntleigh Advisors, Inc. | 17,324 | $206.7 萬 | 0.40% | +116+0.7% | 加碼 |
| Clifford Swan Investment Counsel LLC | 17,254 | $205.8 萬 | 0.07% | −198−1.1% | 減碼 |
| DRW Securities, LLC | 17,299 | $204.6 萬 | 0.14% | +8,551+97.7% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $204.2 萬 | 0.17% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 17,030 | $203.2 萬 | 1.12% | 00.0% | 不變 |
| Auxier Asset Management | 17,003 | $202.8 萬 | 0.30% | −14−0.1% | 減碼 |
| Voleon Capital Management LP | 16,982 | $202.6 萬 | 0.11% | −8,979−34.6% | 減碼 |
| La Banque Postale Asset Management SA | 16,971 | $202.5 萬 | 0.03% | −66,285−79.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 16,910 | $201.7 萬 | 0.02% | +10,187+151.5% | 加碼 |
| Cobblestone Capital Advisors LLC | 16,851 | $201.0 萬 | 0.10% | +86+0.5% | 加碼 |
| Northside Capital Management, LLC | 16,725 | $199.5 萬 | 0.15% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 16,619 | $198.3 萬 | 0.02% | +2,216+15.4% | 加碼 |
| Allworth Financial LP | 16,559 | $197.5 萬 | 0.01% | +4,319+35.3% | 加碼 |
| Merit Financial Group, LLC | 16,485 | $196.7 萬 | 0.02% | +6,154+59.6% | 加碼 |
| Avantax Planning Partners, Inc. | 16,456 | $196.3 萬 | 0.06% | −611−3.6% | 減碼 |
| Profund Advisors LLC | 16,308 | $194.6 萬 | 0.07% | −1,037−6.0% | 減碼 |
| Neville Rodie & Shaw Inc | 16,203 | $193.3 萬 | 0.14% | −200−1.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 16,143 | $192.6 萬 | 0.01% | +669+4.3% | 加碼 |
| Keystone Wealth Services, LLC | 16,118 | $192.3 萬 | 0.46% | −300−1.8% | 減碼 |
| Private Management Group Inc | 16,109 | $192.2 萬 | 0.06% | +16,109 | 新進 |
| Mediolanum International Funds Ltd | 16,092 | $191.9 萬 | 0.02% | −5,403−25.1% | 減碼 |
| Vident Advisory, LLC | 16,064 | $191.7 萬 | 0.02% | +152+1.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,868 | $190.8 萬 | 0.04% | −11,966−43.0% | 減碼 |
| PFG Investments, LLC | 15,948 | $190.3 萬 | 0.11% | +301+1.9% | 加碼 |
| Quantbot Technologies LP | 15,920 | $189.9 萬 | 0.05% | +15,920 | 新進 |
| River Wealth Advisors LLC | 15,853 | $189.1 萬 | 0.24% | −3,472−18.0% | 減碼 |
| Wedbush Securities Inc | 15,849 | $189.1 萬 | 0.07% | +410+2.7% | 加碼 |
| Independent Solutions Wealth Management, LLC | 15,799 | $188.5 萬 | 0.37% | +476+3.1% | 加碼 |
| Mattern Wealth Management LLC | 15,781 | $188.3 萬 | 0.39% | −2,630−14.3% | 減碼 |
| Wilkins Investment Counsel Inc | 15,718 | $187.5 萬 | 0.27% | −544−3.3% | 減碼 |
| William B. Walkup & Associates, Inc. | 15,662 | $186.8 萬 | 1.10% | 00.0% | 不變 |
| Omers Administration Corp | 15,652 | $186.7 萬 | 0.01% | −23,300−59.8% | 減碼 |
| TBH Global Asset Management, LLC | 15,633 | $186.5 萬 | 0.40% | −819−5.0% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 15,585 | $186.0 萬 | 0.04% | −721−4.4% | 減碼 |
| Empirical Finance, LLC | 15,526 | $185.2 萬 | 0.10% | +100+0.6% | 加碼 |
| Herold Advisors, Inc. | 15,472 | $184.6 萬 | 0.39% | −4,451−22.3% | 減碼 |
| Gateway Investment Advisers LLC | 15,440 | $184.2 萬 | 0.02% | +3,604+30.4% | 加碼 |
| South State Corp. | 15,164 | $180.9 萬 | 0.08% | −464−3.0% | 減碼 |
| Valeo Financial Advisors, LLC | 15,159 | $180.9 萬 | 0.04% | +140+0.9% | 加碼 |
| Apollon Wealth Management, LLC | 15,126 | $180.5 萬 | 0.04% | +652+4.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 15,111 | $180.3 萬 | 0.11% | +15,111 | 新進 |
| Clearstead Advisors, LLC | 14,882 | $177.5 萬 | 0.02% | +1,430+10.6% | 加碼 |
| Bank Ozk | 14,788 | $176.4 萬 | 0.68% | +1,008+7.3% | 加碼 |
| Koshinski Asset Management, Inc. | 14,781 | $176.3 萬 | 0.13% | −285−1.9% | 減碼 |
| Oak Thistle LLC | 14,756 | $176.0 萬 | 0.26% | −7,776−34.5% | 減碼 |
| Kovack Advisors, Inc. | 14,750 | $176.0 萬 | 0.17% | +426+3.0% | 加碼 |
| Exeter Financial, LLC | 14,725 | $175.7 萬 | 0.78% | +1,785+13.8% | 加碼 |
| Burney Co | 14,703 | $175.4 萬 | 0.06% | −2,661−15.3% | 減碼 |
| Redwood Investment Management, LLC | 14,675 | $175.1 萬 | 0.19% | +14,675 | 新進 |
| Great Valley Advisor Group, Inc. | 14,640 | $174.7 萬 | 0.04% | −941−6.0% | 減碼 |
| Capital Advisors Inc | 14,640 | $174.7 萬 | 0.03% | −67−0.5% | 減碼 |
| Harvest Portfolios Group Inc. | 14,589 | $174.0 萬 | 0.04% | −726−4.7% | 減碼 |
| Caldwell Trust Co | 14,584 | $174.0 萬 | 0.17% | −340−2.3% | 減碼 |
| Curbstone Financial Management Corp | 14,554 | $173.6 萬 | 0.36% | +50+0.3% | 加碼 |
| Farther Finance Advisors, LLC | 14,546 | $173.5 萬 | 0.03% | +988+7.3% | 加碼 |
| Everett Harris & Co | 14,492 | $172.9 萬 | 0.02% | −100−0.7% | 減碼 |
| Stephens Inc | 14,449 | $172.4 萬 | 0.02% | −535−3.6% | 減碼 |
| Harbour Investment Management LLC | 14,288 | $170.5 萬 | 0.74% | −233−1.6% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 14,200 | $169.4 萬 | 0.20% | 00.0% | 不變 |
| Haverford Trust Co | 14,166 | $169.0 萬 | 0.02% | −579−3.9% | 減碼 |
| Marion Wealth Management | 14,141 | $168.7 萬 | 0.42% | +507+3.7% | 加碼 |
| Squarepoint Ops LLC | 14,091 | $168.1 萬 | 0.00% | −20,560−59.3% | 減碼 |
| QRG Capital Management, Inc. | 14,040 | $167.5 萬 | 0.01% | −5,563−28.4% | 減碼 |
| Segment Wealth Management, LLC | 13,922 | $166.1 萬 | 0.11% | +222+1.6% | 加碼 |
| Energy Income Partners, LLC | 13,792 | $164.5 萬 | 0.03% | −243−1.7% | 減碼 |
| NFJ Investment Group, LLC | 13,763 | $164.2 萬 | 0.06% | −140−1.0% | 減碼 |
| Logan Capital Management Inc | 13,715 | $163.6 萬 | 0.08% | −124−0.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 13,506 | $161.1 萬 | 0.07% | +324+2.5% | 加碼 |
| YHB Investment Advisors, Inc. | 13,472 | $160.7 萬 | 0.12% | +307+2.3% | 加碼 |
| Equitable Holdings, Inc. | 13,428 | $160.2 萬 | 0.01% | +1,378+11.4% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 13,413 | $160.1 萬 | 1.54% | −114−0.8% | 減碼 |
| Private Capital Management, LLC | 13,399 | $159.9 萬 | 0.16% | +202+1.5% | 加碼 |
| Ethic Inc. | 13,347 | $159.2 萬 | 0.03% | +1,603+13.6% | 加碼 |
| CWC Advisors, LLC. | 13,271 | $158.3 萬 | 0.82% | −168−1.3% | 減碼 |
| Great Lakes Retirement, Inc. | 13,265 | $158.3 萬 | 0.19% | +1,426+12.0% | 加碼 |
| Bleakley Financial Group, LLC | 13,202 | $157.5 萬 | 0.04% | +13,202 | 新進 |
| Paragon Capital Management LLC | 13,124 | $156.6 萬 | 0.80% | +135+1.0% | 加碼 |
| Carret Asset Management, LLC | 13,124 | $156.6 萬 | 0.17% | −1,214−8.5% | 減碼 |
| Evercore Wealth Management, LLC | 13,116 | $156.5 萬 | 0.02% | +492+3.9% | 加碼 |
| Nicholson Wealth Management Group, LLC | 13,087 | $156.1 萬 | 0.96% | +1,174+9.9% | 加碼 |
| M&G Plc | 13,103 | $155.9 萬 | 0.01% | −9,049−40.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,998 | $155.1 萬 | 0.02% | −137−1.0% | 減碼 |
| Bessemer Group Inc | 12,989 | $155.0 萬 | 0.00% | −4,767−26.8% | 減碼 |
| Crescent Sterling, Ltd. | 12,941 | $154.4 萬 | 1.73% | −1,806−12.2% | 減碼 |
| Tweedy, Browne Co LLC | 12,874 | $153.6 萬 | 0.14% | −227−1.7% | 減碼 |
| Spears Abacus Advisors LLC | 12,765 | $152.3 萬 | 0.03% | −182−1.4% | 減碼 |
| Rowland & Co Investment Counsel | 12,698 | $151.5 萬 | 0.31% | +415+3.4% | 加碼 |
| Ar Asset Management Inc | 12,600 | $150.3 萬 | 0.33% | 00.0% | 不變 |
| Centiva Capital, LP | 12,570 | $150.0 萬 | 0.10% | +12,570 | 新進 |
| Counterweight Ventures, LLC | 12,545 | $149.7 萬 | 0.98% | +308+2.5% | 加碼 |
| GAMMA Investing LLC | 12,531 | $149.5 萬 | 0.09% | +2,897+30.1% | 加碼 |
| Wedmont Private Capital | 11,434 | $149.2 萬 | 0.06% | +4,853+73.7% | 加碼 |
| Icon Wealth Advisors, LLC | 12,459 | $148.6 萬 | 0.11% | −7,367−37.2% | 減碼 |
| Hancock Whitney Corp | 12,402 | $148.0 萬 | 0.03% | −5,173−29.4% | 減碼 |
| First National Bank of Omaha | 12,386 | $147.8 萬 | 0.10% | −737−5.6% | 減碼 |