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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 8,599 | $102.6 萬 | 0.01% | −4,131−32.5% | 減碼 |
| Chicago Partners Investment Group LLC | 8,004 | $102.3 萬 | 0.03% | +544+7.3% | 加碼 |
| Dynamic Technology Lab Private Ltd | 8,569 | $102.2 萬 | 0.14% | −3,632−29.8% | 減碼 |
| Delta Financial Advisors LLC | 8,552 | $102.0 萬 | 0.36% | −423−4.7% | 減碼 |
| Argent Trust Co | 8,499 | $101.4 萬 | 0.04% | +85+1.0% | 加碼 |
| Inscription Capital, LLC | 8,498 | $101.4 萬 | 0.15% | −4,655−35.4% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 8,497 | $101.4 萬 | 0.03% | +2,608+44.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 8,478 | $101.1 萬 | 0.07% | −3,295−28.0% | 減碼 |
| MONECO Advisors, LLC | 8,437 | $100.7 萬 | 0.09% | +200+2.4% | 加碼 |
| Wealthspire Advisors, LLC | 8,400 | $100.2 萬 | 0.01% | −12,126−59.1% | 減碼 |
| Mystic Asset Management, Inc. | 8,383 | $100.0 萬 | 0.24% | +96+1.2% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 8,380 | $100.0 萬 | 0.23% | −237−2.8% | 減碼 |
| Forum Financial Management, LP | 8,343 | $99.5 萬 | 0.02% | +725+9.5% | 加碼 |
| Grimes & Company, Inc. | 8,340 | $99.5 萬 | 0.03% | +1,554+22.9% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,324 | $99.3 萬 | 0.19% | +62+0.8% | 加碼 |
| Capital Advisors Wealth Management, LLC | 8,320 | $99.3 萬 | 0.16% | −1,010−10.8% | 減碼 |
| IFP Advisors, Inc | 7,749 | $98.7 萬 | 0.03% | −11,379−59.5% | 減碼 |
| Naviter Wealth, LLC | 8,255 | $98.5 萬 | 0.12% | −902−9.9% | 減碼 |
| JBR Co Financial Management Inc | 8,223 | $98.1 萬 | 0.48% | −847−9.3% | 減碼 |
| Stegent Equity Advisors, Inc. | 8,185 | $97.6 萬 | 0.86% | 00.0% | 不變 |
| Barry Investment Advisors, LLC | 8,174 | $97.5 萬 | 0.24% | −8−0.1% | 減碼 |
| Westwood Holdings Group Inc. | 8,140 | $97.1 萬 | 0.01% | +67+0.8% | 加碼 |
| J. W. Coons Advisors, LLC | 8,108 | $96.7 萬 | 0.22% | −1,710−17.4% | 減碼 |
| Verdence Capital Advisors LLC | 8,093 | $96.6 萬 | 0.07% | −152−1.8% | 減碼 |
| Flagship Harbor Advisors, LLC | 8,026 | $95.7 萬 | 0.05% | −533−6.2% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 8,025 | $95.7 萬 | 0.27% | −622−7.2% | 減碼 |
| Searle & Co. | 8,017 | $95.6 萬 | 0.27% | −8−0.1% | 減碼 |
| Westmount Partners, LLC | 7,938 | $94.7 萬 | 0.26% | +30.0% | 加碼 |
| Foundations Investment Advisors, LLC | 7,929 | $94.6 萬 | 0.01% | +2,713+52.0% | 加碼 |
| BWM Planning, LLC | 7,929 | $94.6 萬 | 0.33% | −233−2.9% | 減碼 |
| Arvest Bank Trust Division | 7,897 | $94.2 萬 | 0.05% | +219+2.9% | 加碼 |
| Cowa, LLC | 7,835 | $93.6 萬 | 0.36% | −165−2.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,746 | $92.4 萬 | 0.08% | +26+0.3% | 加碼 |
| Fisher Asset Management, LLC | 7,720 | $92.1 萬 | 0.00% | +1,516+24.4% | 加碼 |
| Cidel Asset Management Inc | 7,712 | $92.0 萬 | 0.06% | +628+8.9% | 加碼 |
| ArrowMark Colorado Holdings LLC | 7,700 | $91.9 萬 | 0.02% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 7,611 | $91.4 萬 | 0.03% | +4,560+149.5% | 加碼 |
| GTS Securities LLC | 7,655 | $91.3 萬 | 0.04% | −8,555−52.8% | 減碼 |
| Patten Group, Inc. | 7,636 | $91.1 萬 | 0.19% | −327−4.1% | 減碼 |
| Eagle Global Advisors LLC | 7,629 | $91.0 萬 | 0.04% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 7,607 | $90.8 萬 | 0.05% | +235+3.2% | 加碼 |
| Bull Street Advisors, LLC | 7,606 | $90.7 萬 | 0.44% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 7,569 | $90.3 萬 | 0.16% | +3,796+100.6% | 加碼 |
| Fairfield, Bush & Co. | 7,564 | $90.2 萬 | 0.51% | −498−6.2% | 減碼 |
| Impact Capital Partners LLC | 7,553 | $90.1 萬 | 0.30% | +153+2.1% | 加碼 |
| Navalign, LLC | 7,522 | $89.7 萬 | 0.25% | +108+1.5% | 加碼 |
| V-Square Quantitative Management LLC | 7,513 | $89.6 萬 | 0.12% | +582+8.4% | 加碼 |
| Regal Investment Advisors LLC | 7,493 | $89.4 萬 | 0.07% | +943+14.4% | 加碼 |
| Fiduciary Group LLC | 7,454 | $88.9 萬 | 0.08% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,369 | $87.9 萬 | 0.10% | −75−1.0% | 減碼 |
| Country Club Bank | 7,362 | $87.8 萬 | 0.06% | +95+1.3% | 加碼 |
| Greenland Capital Management LP | 7,325 | $87.4 萬 | 0.11% | +7,325 | 新進 |
| Lebenthal Global Advisors, LLC | 7,275 | $86.8 萬 | 0.16% | −819−10.1% | 減碼 |
| WealthTrust Axiom LLC | 7,222 | $86.2 萬 | 0.25% | −19−0.3% | 減碼 |
| David Loasby | 7,192 | $86.0 萬 | 0.07% | −108−1.5% | 減碼 |
| Bayforest Capital Ltd | 7,190 | $85.8 萬 | 0.37% | +5,472+318.5% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $85.0 萬 | 0.52% | 00.0% | 不變 |
| First National Trust Co | 7,103 | $84.7 萬 | 0.03% | −504−6.6% | 減碼 |
| Baker Ellis Asset Management LLC | 7,084 | $84.5 萬 | 0.12% | −259−3.5% | 減碼 |
| AlphaStar Capital Management, LLC | 7,067 | $84.3 萬 | 0.06% | +7,067 | 新進 |
| Bradley Foster & Sargent Inc | 7,064 | $84.3 萬 | 0.01% | −227−3.1% | 減碼 |
| Oddo BHF Asset Management SAS | 7,062 | $84.2 萬 | 0.03% | −255−3.5% | 減碼 |
| Welch & Forbes LLC | 7,047 | $84.1 萬 | 0.01% | +250+3.7% | 加碼 |
| RFG Advisory, LLC | 7,030 | $83.9 萬 | 0.02% | +27+0.4% | 加碼 |
| Bridge Creek Capital Management LLC | 7,026 | $83.8 萬 | 0.25% | 00.0% | 不變 |
| Strategic Advisors LLC | 7,005 | $83.6 萬 | 0.16% | −924−11.7% | 減碼 |
| Carlson Capital L P | 7,000 | $83.5 萬 | 0.47% | +7,000 | 新進 |
| Peapack Gladstone Financial Corp | 6,993 | $83.4 萬 | 0.01% | −85−1.2% | 減碼 |
| Mather Group, LLC. | 6,976 | $83.2 萬 | 0.01% | +734+11.8% | 加碼 |
| Cornerstone Wealth Management, LLC | 6,972 | $83.2 萬 | 0.05% | −44−0.6% | 減碼 |
| Hunter Associates Investment Management LLC | 6,927 | $83.0 萬 | 0.12% | −82−1.2% | 減碼 |
| AA Financial Advisors, LLC | 6,932 | $82.7 萬 | 0.18% | +1,576+29.4% | 加碼 |
| We Are One Seven, LLC | 6,925 | $82.6 萬 | 0.03% | −3,113−31.0% | 減碼 |
| Cladis Investment Advisory, LLC | 6,877 | $82.0 萬 | 0.51% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 6,876 | $82.0 萬 | 0.02% | −28−0.4% | 減碼 |
| Boston Trust Walden Corp | 6,860 | $81.8 萬 | 0.01% | −133−1.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,858 | $81.8 萬 | 0.04% | +1,398+25.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,843 | $81.6 萬 | 0.03% | −465−6.4% | 減碼 |
| StoneX Group Inc. | 6,830 | $81.5 萬 | 0.04% | −329−4.6% | 減碼 |
| Pinnacle Financial Partners Inc | 6,823 | $81.4 萬 | 0.02% | +518+8.2% | 加碼 |
| MCF Advisors LLC | 6,806 | $81.2 萬 | 0.05% | +138+2.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 6,766 | $80.7 萬 | 0.07% | +6,766 | 新進 |
| NorthRock Partners, LLC | 6,754 | $80.6 萬 | 0.02% | +511+8.2% | 加碼 |
| Heritage Wealth Management, Inc. | 6,711 | $80.1 萬 | 0.26% | −649−8.8% | 減碼 |
| Retirement Investment Advisors, Inc. | 6,687 | $79.8 萬 | 0.07% | 00.0% | 不變 |
| Garrett Wealth Advisory Group, LLC | 6,658 | $79.4 萬 | 0.17% | 00.0% | 不變 |
| Mairs & Power Inc | 6,656 | $79.4 萬 | 0.01% | −3,631−35.3% | 減碼 |
| Fiduciary Alliance LLC | 6,634 | $79.1 萬 | 0.06% | −1,679−20.2% | 減碼 |
| Confluence Wealth Services, Inc. | 6,609 | $78.8 萬 | 0.04% | +23+0.3% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,590 | $78.6 萬 | 0.35% | +281+4.5% | 加碼 |
| Private Trust Co NA | 6,588 | $78.6 萬 | 0.07% | −315−4.6% | 減碼 |
| Portman Square Capital LLP | 6,584 | $78.5 萬 | 0.08% | +2,946+81.0% | 加碼 |
| America First Investment Advisors, LLC | 6,580 | $78.5 萬 | 0.16% | −487−6.9% | 減碼 |
| Aviance Capital Partners, LLC | 6,569 | $78.4 萬 | 0.10% | +630+10.6% | 加碼 |
| Polymer Capital Management (US) LLC | 6,549 | $78.1 萬 | 0.13% | +4,248+184.6% | 加碼 |
| Miller Investment Management, LP | 6,500 | $77.5 萬 | 0.08% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 6,454 | $77.0 萬 | 0.06% | +4,671+262.0% | 加碼 |
| Martingale Asset Management L P | 6,400 | $76.4 萬 | 0.02% | −3,710−36.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 6,374 | $76.0 萬 | 0.07% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 6,357 | $75.8 萬 | 0.01% | −54−0.8% | 減碼 |