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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 2,818 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Master's Wealth Management Inc. | 2,821 | $38.4 萬 | 0.17% | −570−16.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,837 | $38.6 萬 | 0.01% | −579−16.9% | 減碼 |
| Greenfield Seitz Capital Management, LLC | 2,844 | $38.7 萬 | 0.12% | +50+1.8% | 加碼 |
| VestGen Advisors, LLC | 2,849 | $38.8 萬 | 0.01% | +708+33.1% | 加碼 |
| Howard Capital Management Inc. | 2,851 | $38.8 萬 | 0.01% | +90+3.3% | 加碼 |
| Plancorp, LLC | 2,853 | $38.8 萬 | 0.01% | −653−18.6% | 減碼 |
| Beaton Management Co. Inc. | 2,863 | $38.9 萬 | 0.18% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 2,860 | $38.9 萬 | 0.29% | 00.0% | 不變 |
| Sharp Financial Services, LLC | 2,868 | $39.0 萬 | 0.21% | +225+8.5% | 加碼 |
| Hanson & Doremus Investment Management | 2,878 | $39.1 萬 | 0.05% | −265−8.4% | 減碼 |
| Persium Advisors, LLC | 2,902 | $39.5 萬 | 0.30% | 00.0% | 不變 |
| Waddell & Associates, LLC | 2,909 | $39.6 萬 | 0.03% | +2,909 | 新進 |
| SeaCrest Wealth Management, LLC | 3,032 | $39.8 萬 | 0.04% | −551−15.4% | 減碼 |
| Austin Private Wealth, LLC | 2,932 | $39.9 萬 | 0.03% | −5−0.2% | 減碼 |
| IFG Advisory, LLC | 2,936 | $39.9 萬 | 0.02% | +182+6.6% | 加碼 |
| First National Bank Sioux Falls | 2,938 | $40.0 萬 | 0.12% | −8−0.3% | 減碼 |
| Waycross Partners, LLC | 2,965 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Essential Partners LLC | 2,968 | $40.4 萬 | 0.13% | +2,345+376.4% | 加碼 |
| Nwam LLC | 3,090 | $40.4 萬 | 0.02% | −92−2.9% | 減碼 |
| Aries Wealth Management | 2,973 | $40.4 萬 | 0.10% | 00.0% | 不變 |
| Scotia Capital Inc. | 2,975 | $40.5 萬 | 0.00% | −270−8.3% | 減碼 |
| Vectors Research Management, LLC | 2,977 | $40.5 萬 | 0.13% | −104−3.4% | 減碼 |
| Plimoth Trust Co LLC | 2,984 | $40.6 萬 | 0.09% | 00.0% | 不變 |
| Tritonpoint Wealth, LLC | 2,991 | $40.7 萬 | 0.03% | +899+43.0% | 加碼 |
| Kanawha Capital Management LLC | 2,995 | $40.7 萬 | 0.03% | 00.0% | 不變 |
| Full Sail Capital, LLC | 2,997 | $40.8 萬 | 0.02% | +827+38.1% | 加碼 |
| Summit Global Investments | 3,001 | $40.8 萬 | 0.02% | +112+3.9% | 加碼 |
| LCNB Corp | 3,009 | $40.9 萬 | 0.14% | −185−5.8% | 減碼 |
| Lummis Asset Management, LP | 3,011 | $41.0 萬 | 0.27% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,012 | $41.0 萬 | 0.13% | −466−13.4% | 減碼 |
| Thomasville National Bank | 3,017 | $41.0 萬 | 0.03% | +400+15.3% | 加碼 |
| ARS Investment Partners, LLC | 3,025 | $41.1 萬 | 0.03% | −161−5.1% | 減碼 |
| Van Strum & Towne Inc. | 3,031 | $41.2 萬 | 0.12% | 00.0% | 不變 |
| Pitcairn Co | 3,050 | $41.5 萬 | 0.03% | −105−3.3% | 減碼 |
| Strategy Asset Managers LLC | 3,067 | $41.7 萬 | 0.08% | +230+8.1% | 加碼 |
| Advisory Alpha, LLC | 3,096 | $41.8 萬 | 0.01% | +13+0.4% | 加碼 |
| Bellecapital International Ltd. | 3,083 | $41.9 萬 | 0.07% | +3,083 | 新進 |
| BKD Wealth Advisors, LLC | 3,084 | $41.9 萬 | 0.01% | −326−9.6% | 減碼 |
| Ethos Financial Group, LLC | 3,084 | $41.9 萬 | 0.03% | +3,084 | 新進 |
| Mayflower Financial Advisors, LLC | 3,085 | $42.0 萬 | 0.05% | −74−2.3% | 減碼 |
| Stokes Family Office, LLC | 3,091 | $42.0 萬 | 0.04% | +761+32.7% | 加碼 |
| Reuter James Wealth Management, LLC | 3,091 | $42.0 萬 | 0.06% | −35−1.1% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 3,100 | $42.2 萬 | 0.01% | 00.0% | 不變 |
| Runnymede Capital Advisors, Inc. | 3,133 | $42.6 萬 | 0.35% | −117−3.6% | 減碼 |
| Second Line Capital, LLC | 3,134 | $42.6 萬 | 0.09% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 3,135 | $42.6 萬 | 0.02% | +248+8.6% | 加碼 |
| GHP Investment Advisors, Inc. | 3,138 | $42.7 萬 | 0.02% | −14−0.4% | 減碼 |
| Legacy Private Trust Co. | 3,142 | $42.7 萬 | 0.03% | +135+4.5% | 加碼 |
| Flputnam Investment Management Co | 3,145 | $42.8 萬 | 0.01% | +594+23.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,149 | $42.8 萬 | 0.15% | +55+1.8% | 加碼 |
| Granite Group Advisors, LLC | 3,147 | $42.8 萬 | 0.26% | +60+1.9% | 加碼 |
| Pacifica Partners Inc. | 3,192 | $43.0 萬 | 0.15% | +2,921+1,077.9% | 加碼 |
| Magnus Financial Group LLC | 3,160 | $43.0 萬 | 0.03% | +77+2.5% | 加碼 |
| Weaver Consulting Group | 3,176 | $43.2 萬 | 0.11% | −183−5.4% | 減碼 |
| Aristotle Capital Management, LLC | 3,177 | $43.2 萬 | 0.00% | −612−16.2% | 減碼 |
| Rossmore Private Capital | 3,192 | $43.4 萬 | 0.05% | 00.0% | 不變 |
| Vista Investment Partners LLC | 3,198 | $43.5 萬 | 0.12% | +40+1.3% | 加碼 |
| Athena Investment Management | 3,214 | $43.7 萬 | 0.23% | −35−1.1% | 減碼 |
| Measured Risk Portfolios, Inc. | 3,215 | $43.7 萬 | 0.47% | 00.0% | 不變 |
| Univest Financial Corp | 3,215 | $43.7 萬 | 0.02% | +5+0.2% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 3,227 | $43.9 萬 | 0.24% | +3,227 | 新進 |
| Waldron Private Wealth LLC | 3,240 | $44.1 萬 | 0.02% | +132+4.2% | 加碼 |
| Independence Bank of Kentucky | 3,241 | $44.1 萬 | 0.06% | −200−5.8% | 減碼 |
| Ambassador Advisors, LLC | 3,249 | $44.2 萬 | 0.07% | −5−0.2% | 減碼 |
| Hartford Financial Management Inc. | 3,250 | $44.2 萬 | 0.12% | −14−0.4% | 減碼 |
| Clifford Group, LLC | 3,251 | $44.2 萬 | 0.34% | +219+7.2% | 加碼 |
| Brandywine Oak Private Wealth LLC | 3,260 | $44.3 萬 | 0.04% | +7+0.2% | 加碼 |
| B&L Asset Management LLC | 3,270 | $44.5 萬 | 0.23% | +60+1.9% | 加碼 |
| Courier Capital LLC | 3,277 | $44.6 萬 | 0.03% | −104−3.1% | 減碼 |
| Harbor Investment Advisory, LLC | 3,285 | $44.7 萬 | 0.04% | +47+1.5% | 加碼 |
| Assetmark, Inc | 3,291 | $44.8 萬 | 0.00% | +906+38.0% | 加碼 |
| Blue Edge Capital, LLC | 3,298 | $44.9 萬 | 0.06% | +4+0.1% | 加碼 |
| Eisler Capital Management Ltd. | 3,272 | $44.9 萬 | 0.01% | −295−8.3% | 減碼 |
| Welch Group, LLC | 3,311 | $45.0 萬 | 0.02% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 3,317 | $45.1 萬 | 0.05% | −96−2.8% | 減碼 |
| Allen Investment Management LLC | 3,318 | $45.1 萬 | 0.01% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 3,319 | $45.1 萬 | 0.01% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 3,343 | $45.5 萬 | 0.06% | −2,995−47.3% | 減碼 |
| Wedgewood Investors Inc | 3,350 | $45.6 萬 | 0.50% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 3,350 | $45.6 萬 | 0.02% | +47+1.4% | 加碼 |
| Foster & Motley Inc | 3,353 | $45.6 萬 | 0.02% | −83−2.4% | 減碼 |
| Ballentine Partners, LLC | 3,363 | $45.7 萬 | 0.01% | +185+5.8% | 加碼 |
| Larson Financial Group LLC | 3,366 | $45.8 萬 | 0.02% | −1,312−28.0% | 減碼 |
| Vista Cima Wealth Management LLC | 3,368 | $45.8 萬 | 0.38% | +3,368 | 新進 |
| MSH Capital Advisors LLC | 3,368 | $45.8 萬 | 0.12% | −50−1.5% | 減碼 |
| Uncommon Cents Investing LLC | 3,382 | $46.0 萬 | 0.11% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 3,395 | $46.2 萬 | 0.06% | +3,395 | 新進 |
| Cyndeo Wealth Partners, LLC | 3,397 | $46.2 萬 | 0.03% | −38,770−91.9% | 減碼 |
| Moody National Bank Trust Division | 3,407 | $46.3 萬 | 0.04% | −44−1.3% | 減碼 |
| Roundview Capital LLC | 3,407 | $46.3 萬 | 0.03% | +107+3.2% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,408 | $46.4 萬 | 0.05% | +3,408 | 新進 |
| Estabrook Capital Management | 3,417 | $46.5 萬 | 0.07% | −90−2.6% | 減碼 |
| Federated Hermes, Inc. | 3,426 | $46.6 萬 | 0.00% | −19,767−85.2% | 減碼 |
| Jackson Thornton Asset Management, LLC | 3,563 | $46.8 萬 | 0.05% | +3,563 | 新進 |
| Corbyn Investment Management Inc | 3,441 | $46.8 萬 | 0.14% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 3,450 | $46.9 萬 | 0.03% | +3,450 | 新進 |
| HCR Wealth Advisors | 3,479 | $46.9 萬 | 0.05% | +871+33.4% | 加碼 |
| Busey Wealth Management | 3,455 | $47.0 萬 | 0.01% | −2,656−43.5% | 減碼 |
| Riverbend Wealth Management, LLC | 3,455 | $47.0 萬 | 0.33% | +60+1.8% | 加碼 |