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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 21,295 | $289.7 萬 | 0.10% | −142−0.7% | 減碼 |
| Americana Partners, LLC | 21,414 | $291.3 萬 | 0.09% | −539−2.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 21,427 | $291.4 萬 | 0.03% | +165+0.8% | 加碼 |
| Riverview Capital Advisers, LLC | 21,473 | $292.1 萬 | 0.84% | +225+1.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 21,489 | $292.3 萬 | 0.02% | −1,428−6.2% | 減碼 |
| Cheviot Value Management, LLC | 22,135 | $295.9 萬 | 0.31% | −350−1.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 21,823 | $296.8 萬 | 0.10% | +237+1.1% | 加碼 |
| Equitable Trust Co | 21,932 | $298.3 萬 | 0.14% | +711+3.4% | 加碼 |
| McDonald Partners LLC | 21,943 | $298.5 萬 | 0.89% | −10,130−31.6% | 減碼 |
| Janus Henderson Group PLC | 22,037 | $299.8 萬 | 0.00% | −4,117−15.7% | 減碼 |
| Azzad Asset Management Inc | 22,188 | $301.8 萬 | 0.30% | +746+3.5% | 加碼 |
| Community Bank, N.A. | 22,407 | $304.8 萬 | 0.37% | −220−1.0% | 減碼 |
| Catherine Avery Investment Management LLC | 22,863 | $311.0 萬 | 2.00% | +692+3.1% | 加碼 |
| Wedbush Securities Inc | 22,941 | $312.0 萬 | 0.10% | +7,092+44.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 23,586 | $312.2 萬 | 0.07% | +4,209+21.7% | 加碼 |
| Icon Advisers Inc | 23,000 | $312.8 萬 | 0.68% | +23,000 | 新進 |
| Steel Peak Wealth Management LLC | 23,029 | $313.2 萬 | 0.11% | −12,048−34.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 23,046 | $313.5 萬 | 0.10% | −1,002−4.2% | 減碼 |
| Simplex Trading, LLC | 23,082 | $313.9 萬 | 0.07% | +23,082 | 新進 |
| Tocqueville Asset Management L.P. | 23,246 | $316.2 萬 | 0.05% | −128−0.5% | 減碼 |
| Investment Management Corp of Ontario | 23,513 | $319.8 萬 | 0.05% | +13,512+135.1% | 加碼 |
| Catalytic Wealth RIA, LLC | 23,590 | $320.9 萬 | 0.11% | +11,902+101.8% | 加碼 |
| RSM US Wealth Management LLC | 23,644 | $321.6 萬 | 0.04% | +227+1.0% | 加碼 |
| Hartford Investment Management Co | 23,657 | $321.8 萬 | 0.10% | −899−3.7% | 減碼 |
| First Manhattan Co | 23,754 | $323.1 萬 | 0.01% | −93−0.4% | 減碼 |
| Merit Financial Group, LLC | 23,820 | $324.0 萬 | 0.03% | +7,335+44.5% | 加碼 |
| Rockline Wealth Management, LLC | 23,914 | $325.3 萬 | 0.67% | +844+3.7% | 加碼 |
| Caxton Associates LLP | 24,128 | $328.2 萬 | 0.09% | +24,128 | 新進 |
| Johnson Investment Counsel Inc | 24,429 | $332.3 萬 | 0.03% | −504−2.0% | 減碼 |
| Baxter Bros Inc | 24,665 | $335.5 萬 | 0.39% | −1,402−5.4% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,696 | $335.9 萬 | 0.91% | +552+2.3% | 加碼 |
| Ramirez Asset Management, Inc. | 25,002 | $340.1 萬 | 0.47% | +2,440+10.8% | 加碼 |
| Kentucky Retirement Systems | 25,594 | $348.1 萬 | 0.10% | −857−3.2% | 減碼 |
| Davenport & Co LLC | 25,991 | $353.5 萬 | 0.02% | +313+1.2% | 加碼 |
| Citizens National Bank Trust Department | 26,187 | $356.2 萬 | 0.64% | −80−0.3% | 減碼 |
| Principle Wealth Partners LLC | 26,204 | $356.4 萬 | 0.21% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 26,339 | $358.3 萬 | 0.80% | +14,049+114.3% | 加碼 |
| Parsons Capital Management Inc | 26,370 | $358.7 萬 | 0.20% | +20.0% | 加碼 |
| Norinchukin Bank, The | 26,749 | $363.8 萬 | 0.05% | +387+1.5% | 加碼 |
| Central Trust Co | 26,850 | $365.2 萬 | 0.08% | +19+0.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 26,997 | $367.2 萬 | 0.01% | −12,504−31.7% | 減碼 |
| Thrivent Financial for Lutherans | 27,136 | $369.1 萬 | 0.01% | −15,069−35.7% | 減碼 |
| Brinker Capital Investments, LLC | 27,271 | $370.9 萬 | 0.03% | −615−2.2% | 減碼 |
| Bridgewater Associates, LP | 27,323 | $371.6 萬 | 0.01% | +27,323 | 新進 |
| Beacon Pointe Advisors, LLC | 27,417 | $372.9 萬 | 0.03% | +100.0% | 加碼 |
| Sendero Wealth Management, LLC | 27,567 | $375.0 萬 | 0.44% | +777+2.9% | 加碼 |
| Beacon Financial Group | 27,839 | $378.7 萬 | 0.37% | −1,708−5.8% | 減碼 |
| Resources Investment Advisors, LLC. | 28,034 | $381.3 萬 | 0.04% | −259−0.9% | 減碼 |
| Diversified Trust Co | 28,088 | $382.1 萬 | 0.08% | +23,850+562.8% | 加碼 |
| Metis Global Partners, LLC | 28,136 | $382.7 萬 | 0.09% | +800+2.9% | 加碼 |
| Cardinal Capital Management | 28,205 | $383.6 萬 | 0.53% | +273+1.0% | 加碼 |
| German American Bancorp, Inc. | 28,752 | $391.1 萬 | 0.35% | +900+3.2% | 加碼 |
| Voleon Capital Management LP | 28,855 | $392.5 萬 | 0.10% | +11,873+69.9% | 加碼 |
| Mizuho Securities USA LLC | 29,434 | $393.2 萬 | 0.08% | +1,278+4.5% | 加碼 |
| Kintayl Capital LP | 29,270 | $398.1 萬 | 2.73% | −5,821−16.6% | 減碼 |
| Wolverine Trading, LLC | 28,946 | $398.2 萬 | 0.08% | −3,437−10.6% | 減碼 |
| Ellerson Group Inc | 29,657 | $403.4 萬 | 2.51% | +235+0.8% | 加碼 |
| First American Bank | 30,033 | $408.5 萬 | 0.26% | +81+0.3% | 加碼 |
| Virginia Wealth Management Group, Inc. | 30,419 | $413.8 萬 | 2.38% | +573+1.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 30,676 | $417.3 萬 | 0.03% | +571+1.9% | 加碼 |
| Colonial Trust Co | 30,798 | $418.9 萬 | 0.56% | −1,762−5.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 30,827 | $419.3 萬 | 0.08% | +3,649+13.4% | 加碼 |
| Glass Wealth Management Co LLC | 31,099 | $423.0 萬 | 1.89% | +3,365+12.1% | 加碼 |
| Benjamin Edwards Inc | 31,213 | $424.6 萬 | 0.05% | +335+1.1% | 加碼 |
| Everence Capital Management Inc | 31,328 | $426.1 萬 | 0.26% | +5,868+23.0% | 加碼 |
| OP Asset Management Ltd | 31,338 | $426.3 萬 | 0.06% | −11,072−26.1% | 減碼 |
| Buckingham Strategic Partners | 31,009 | $428.2 萬 | 0.05% | +19,288+164.6% | 加碼 |
| Vontobel Holding Ltd. | 32,007 | $435.4 萬 | 0.01% | −2,397−7.0% | 減碼 |
| Fort Point Capital Partners LLC | 32,013 | $435.4 萬 | 0.56% | −186−0.6% | 減碼 |
| Fundamentun, LLC | 32,286 | $439.2 萬 | 0.18% | +629+2.0% | 加碼 |
| Pinnacle Associates Ltd | 32,367 | $440.2 萬 | 0.06% | +110.0% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,517 | $442.3 萬 | 1.12% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 32,736 | $445.3 萬 | 0.07% | +1,058+3.3% | 加碼 |
| Chatham Capital Group, Inc. | 32,775 | $445.8 萬 | 0.64% | −1,280−3.8% | 減碼 |
| Nations Financial Group Inc, | 32,804 | $446.2 萬 | 0.28% | −1,335−3.9% | 減碼 |
| Independent Advisor Alliance | 32,847 | $446.8 萬 | 0.12% | +2,256+7.4% | 加碼 |
| HB Wealth Management, LLC | 33,029 | $449.3 萬 | 0.03% | +2,290+7.4% | 加碼 |
| Meyer Handelman Co | 33,272 | $452.6 萬 | 0.14% | −4,450−11.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 33,565 | $456.6 萬 | 0.35% | +11,672+53.3% | 加碼 |
| Martin Capital Partners, LLC | 33,727 | $458.8 萬 | 1.78% | −431−1.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 33,734 | $458.8 萬 | 0.00% | +33,734 | 新進 |
| Opus Investment Management Inc | 33,800 | $459.7 萬 | 2.85% | 00.0% | 不變 |
| Private Advisor Group, LLC | 33,845 | $460.4 萬 | 0.02% | −1,614−4.6% | 減碼 |
| Sterling Capital Management LLC | 33,939 | $461.6 萬 | 0.07% | −2,726−7.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 33,988 | $462.3 萬 | 0.08% | +3,275+10.7% | 加碼 |
| Community Bank & Trust, Waco, Texas | 34,261 | $466.0 萬 | 0.96% | +304+0.9% | 加碼 |
| Generali Asset Management SPA SGR | 34,641 | $471.2 萬 | 0.10% | −1,933−5.3% | 減碼 |
| Kesler, Norman & Wride, LLC | 41,468 | $472.4 萬 | 0.93% | −107−0.3% | 減碼 |
| Brady Family Wealth, LLC | 34,753 | $472.7 萬 | 1.46% | −2,727−7.3% | 減碼 |
| Invesco, LLC | 34,757 | $472.8 萬 | 1.60% | −104−0.3% | 減碼 |
| Prospera Financial Services Inc | 34,787 | $473.5 萬 | 0.08% | −5,549−13.8% | 減碼 |
| Cary Street Partners Financial LLC | 35,000 | $476.1 萬 | 0.12% | −609−1.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 35,378 | $481.2 萬 | 0.19% | −684−1.9% | 減碼 |
| Umb Bank N A | 36,141 | $491.6 萬 | 0.07% | +53+0.1% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 36,168 | $492.0 萬 | 0.65% | −310−0.8% | 減碼 |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $496.1 萬 | 0.44% | 00.0% | 不變 |
| KBC Group NV | 36,565 | $497.4 萬 | 0.01% | +1,222+3.5% | 加碼 |
| Colonial Trust Advisors | 36,593 | $497.7 萬 | 0.38% | −3,470−8.7% | 減碼 |
| Ancora Advisors, LLC | 36,806 | $500.6 萬 | 0.10% | −81−0.2% | 減碼 |
| Quotient Wealth Partners, LLC | 36,862 | $501.4 萬 | 0.14% | −2,780−7.0% | 減碼 |