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 3 季 13F 持有人
Phillips 66 在 2025/9/30 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
- 1,838
- 較 2025 年第 2 季 +99 家
- 持有股數
- 3.06 億
- 較 2025 年第 2 季 −410.2 萬 (−1.3%)
- 總市值
- $416.2 億
- 較 2025 年第 2 季 +$47.9 億 (+13.0%)
- 新進機構
- 209
- 另有 631 家加碼
- 清倉機構
- 110
- 另有 641 家減碼
另有 26 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 5,658 | $77.0 萬 | 0.10% | +637+12.7% | 加碼 |
| Tyche Wealth Partners LLC | 5,663 | $77.0 萬 | 0.14% | −423−7.0% | 減碼 |
| First National Bank & Trust Co of Newtown | 5,678 | $77.2 萬 | 0.15% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 5,703 | $77.6 萬 | 0.12% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 5,726 | $77.9 萬 | 0.22% | −15−0.3% | 減碼 |
| Danske Bank A/S | 5,739 | $78.1 萬 | 0.00% | 00.0% | 不變 |
| Camden Capital, LLC | 5,756 | $78.3 萬 | 0.05% | −52−0.9% | 減碼 |
| XTX Topco Ltd | 5,769 | $78.5 萬 | 0.04% | +5,769 | 新進 |
| Coastal Bridge Advisors, LLC | 5,779 | $78.6 萬 | 0.06% | −987−14.6% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,792 | $78.8 萬 | 0.05% | +5,792 | 新進 |
| Keynote Financial Services LLC | 5,825 | $79.2 萬 | 0.48% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 5,852 | $79.6 萬 | 0.02% | +119+2.1% | 加碼 |
| Siemens Fonds Invest GmbH | 5,871 | $79.9 萬 | 0.04% | −3,310−36.1% | 減碼 |
| EPG Wealth Management LLC | 5,885 | $80.1 萬 | 0.22% | +433+7.9% | 加碼 |
| Group One Trading, L.P. | 5,906 | $80.3 萬 | 0.02% | +4,639+366.1% | 加碼 |
| Philip James Wealth Mangement, LLC | 5,926 | $80.6 萬 | 0.09% | −398−6.3% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $80.8 萬 | 0.14% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 5,957 | $81.0 萬 | 0.05% | −677−10.2% | 減碼 |
| AlphaCore Capital LLC | 5,967 | $81.2 萬 | 0.03% | +1,185+24.8% | 加碼 |
| Perigon Wealth Management, LLC | 5,994 | $81.5 萬 | 0.02% | +2,271+61.0% | 加碼 |
| Strategic Financial Services, Inc, | 5,997 | $81.6 萬 | 0.04% | +20.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,049 | $81.9 萬 | 0.10% | +806+15.4% | 加碼 |
| Mission Wealth Management, LP | 6,050 | $82.3 萬 | 0.02% | +28+0.5% | 加碼 |
| Wealth Advisory Solutions, LLC | 6,069 | $82.6 萬 | 0.20% | −40−0.7% | 減碼 |
| Heck Capital Advisors, LLC | 6,124 | $83.3 萬 | 0.06% | +75+1.2% | 加碼 |
| Valmark Advisers, Inc. | 6,163 | $83.8 萬 | 0.01% | −194−3.1% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,164 | $83.9 萬 | 0.04% | +320+5.5% | 加碼 |
| Atomi Financial Group, Inc. | 6,187 | $84.1 萬 | 0.03% | +683+12.4% | 加碼 |
| South Street Advisors LLC | 6,200 | $84.3 萬 | 0.11% | +200+3.3% | 加碼 |
| Allen Capital Group, LLC | 6,213 | $84.5 萬 | 0.08% | +10+0.2% | 加碼 |
| Sunbelt Securities, Inc. | 6,217 | $84.6 萬 | 0.06% | +1,707+37.8% | 加碼 |
| Prudential PLC | 6,219 | $84.6 萬 | 0.01% | −4,380−41.3% | 減碼 |
| 1st Source Bank | 6,221 | $84.6 萬 | 0.04% | −34−0.5% | 減碼 |
| Savvy Advisors, Inc. | 6,232 | $84.8 萬 | 0.04% | +1,634+35.5% | 加碼 |
| American Financial Group Inc | 6,250 | $85.0 萬 | 0.33% | 00.0% | 不變 |
| RMB Capital Management, LLC | 6,266 | $85.2 萬 | 0.02% | +21+0.3% | 加碼 |
| Private Trust Co NA | 6,298 | $85.7 萬 | 0.08% | −290−4.4% | 減碼 |
| Peoples Bank | 6,299 | $85.7 萬 | 0.53% | +10+0.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 6,374 | $86.7 萬 | 0.07% | 00.0% | 不變 |
| Atom Investors LP | 6,377 | $86.7 萬 | 0.07% | +6,377 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,394 | $87.0 萬 | 0.00% | +3,415+114.6% | 加碼 |
| MCF Advisors LLC | 6,408 | $87.2 萬 | 0.05% | −398−5.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,451 | $87.7 萬 | 0.05% | −5,295−45.1% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 6,462 | $87.9 萬 | 0.06% | +8+0.1% | 加碼 |
| Probity Advisors, Inc. | 6,488 | $88.2 萬 | 0.14% | +294+4.7% | 加碼 |
| Miller Investment Management, LP | 6,500 | $88.4 萬 | 0.09% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 6,516 | $88.6 萬 | 0.36% | −74−1.1% | 減碼 |
| Csenge Advisory Group | 6,552 | $89.1 萬 | 0.04% | +857+15.0% | 加碼 |
| Aviance Capital Partners, LLC | 6,573 | $89.4 萬 | 0.11% | +4+0.1% | 加碼 |
| America First Investment Advisors, LLC | 6,580 | $89.5 萬 | 0.17% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 6,594 | $89.7 萬 | 0.11% | −490−6.9% | 減碼 |
| Confluence Wealth Services, Inc. | 6,609 | $89.9 萬 | 0.04% | 00.0% | 不變 |
| Mairs & Power Inc | 6,643 | $90.4 萬 | 0.01% | −13−0.2% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 6,658 | $90.6 萬 | 0.18% | 00.0% | 不變 |
| StoneX Group Inc. | 6,658 | $90.6 萬 | 0.04% | −172−2.5% | 減碼 |
| Fairfield, Bush & Co. | 6,666 | $90.7 萬 | 0.47% | −898−11.9% | 減碼 |
| Ostrum Asset Management | 6,676 | $90.8 萬 | 0.04% | −2,693−28.7% | 減碼 |
| Retirement Investment Advisors, Inc. | 6,687 | $91.0 萬 | 0.08% | 00.0% | 不變 |
| Chicago Trust Co NA | 6,697 | $91.1 萬 | 0.13% | +2,477+58.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 6,704 | $91.2 萬 | 0.01% | +655+10.8% | 加碼 |
| Heritage Wealth Management, Inc. | 6,711 | $91.3 萬 | 0.27% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 6,712 | $91.3 萬 | 0.02% | −164−2.4% | 減碼 |
| First National Trust Co | 6,740 | $91.7 萬 | 0.03% | −363−5.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,765 | $92.0 萬 | 0.03% | −2,926−30.2% | 減碼 |
| Hunter Associates Investment Management LLC | 6,777 | $92.1 萬 | 0.13% | −150−2.2% | 減碼 |
| WealthTrust Axiom LLC | 6,848 | $93.1 萬 | 0.25% | −374−5.2% | 減碼 |
| Bridge Creek Capital Management LLC | 6,856 | $93.3 萬 | 0.26% | −170−2.4% | 減碼 |
| Boston Trust Walden Corp | 6,860 | $93.3 萬 | 0.01% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 6,864 | $93.4 萬 | 0.01% | −200−2.8% | 減碼 |
| Cladis Investment Advisory, LLC | 6,878 | $93.6 萬 | 0.54% | +10.0% | 加碼 |
| HighPoint Advisor Group LLC | 6,884 | $93.6 萬 | 0.04% | −723−9.5% | 減碼 |
| Mather Group, LLC. | 6,911 | $94.0 萬 | 0.01% | −65−0.9% | 減碼 |
| Tema ETFs LLC | 6,911 | $94.0 萬 | 0.08% | +6,911 | 新進 |
| Carlson Capital L P | 7,000 | $95.2 萬 | 0.54% | 00.0% | 不變 |
| Strategic Advisors LLC | 7,009 | $95.3 萬 | 0.15% | +4+0.1% | 加碼 |
| Peapack Gladstone Financial Corp | 7,017 | $95.5 萬 | 0.01% | +24+0.3% | 加碼 |
| VCI Wealth Management LLC | 7,027 | $95.6 萬 | 0.29% | +7,027 | 新進 |
| David Loasby | 7,237 | $95.8 萬 | 0.07% | +45+0.6% | 加碼 |
| Corsicana & Co. | 7,102 | $96.6 萬 | 0.54% | +7,102 | 新進 |
| Klingman & Associates, LLC | 7,106 | $96.7 萬 | 0.05% | +7,106 | 新進 |
| Welch & Forbes LLC | 7,123 | $96.9 萬 | 0.01% | +76+1.1% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $96.9 萬 | 0.56% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 7,152 | $97.3 萬 | 0.04% | +1,170+19.6% | 加碼 |
| Cornerstone Advisors, LLC | 7,200 | $97.9 萬 | 0.03% | −1,600−18.2% | 減碼 |
| Institute for Wealth Management, LLC. | 7,260 | $98.8 萬 | 0.10% | −109−1.5% | 減碼 |
| Inceptionr LLC | 7,271 | $98.9 萬 | 0.24% | +7,271 | 新進 |
| Exchange Traded Concepts, LLC | 7,276 | $99.0 萬 | 0.01% | +1,901+35.4% | 加碼 |
| Country Club Bank | 7,222 | $99.4 萬 | 0.06% | −140−1.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 7,312 | $99.5 萬 | 0.05% | +340+4.9% | 加碼 |
| Fiduciary Group LLC | 7,454 | $101.4 萬 | 0.09% | 00.0% | 不變 |
| Vestcor Inc | 7,544 | $102.6 萬 | 0.03% | −1,316−14.9% | 減碼 |
| Wealthspire Advisors, LLC | 7,586 | $103.2 萬 | 0.01% | −814−9.7% | 減碼 |
| Bull Street Advisors, LLC | 7,606 | $103.5 萬 | 0.48% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 7,629 | $103.8 萬 | 0.04% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 7,695 | $104.7 萬 | 0.84% | +2,650+52.5% | 加碼 |
| ArrowMark Colorado Holdings LLC | 7,700 | $104.7 萬 | 0.02% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 7,718 | $104.9 萬 | 0.15% | −18,440−70.5% | 減碼 |
| Raiffeisen Bank International AG | 7,641 | $105.1 萬 | 0.01% | +3,269+74.8% | 加碼 |
| MUFG Securities EMEA plc | 7,735 | $105.2 萬 | 0.03% | +6,531+542.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 7,748 | $105.4 萬 | 0.18% | +473+6.5% | 加碼 |