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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 4,879 | $66.4 萬 | 0.04% | −3−0.1% | 減碼 |
| J. Safra Sarasin Holding AG | 4,875 | $66.3 萬 | 0.01% | +566+13.1% | 加碼 |
| Armor Investment Advisors, LLC | 4,855 | $66.0 萬 | 0.21% | +74+1.5% | 加碼 |
| Dearborn Partners LLC | 4,815 | $65.5 萬 | 0.03% | +332+7.4% | 加碼 |
| Investors Research Corp | 4,776 | $65.0 萬 | 0.12% | 00.0% | 不變 |
| NVWM, LLC | 4,725 | $64.3 萬 | 0.14% | +176+3.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,721 | $64.2 萬 | 0.08% | −8−0.2% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 4,700 | $63.9 萬 | 0.03% | −1,390−22.8% | 減碼 |
| Autumn Glory Partners, LLC | 4,690 | $63.8 萬 | 0.26% | 00.0% | 不變 |
| AMG National Trust Bank | 4,682 | $63.7 萬 | 0.02% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 4,648 | $63.2 萬 | 0.06% | +1,253+36.9% | 加碼 |
| KCM Investment Advisors LLC | 4,636 | $63.1 萬 | 0.02% | +74+1.6% | 加碼 |
| Annex Advisory Services, LLC | 4,613 | $62.8 萬 | 0.01% | −1,414−23.5% | 減碼 |
| Charter Trust Co | 4,612 | $62.7 萬 | 0.04% | −126−2.7% | 減碼 |
| EntryPoint Capital, LLC | 4,595 | $62.5 萬 | 0.24% | +4,595 | 新進 |
| LVM Capital Management Ltd | 4,595 | $62.5 萬 | 0.06% | −50−1.1% | 減碼 |
| Fidelis Capital Partners, LLC | 4,566 | $62.1 萬 | 0.05% | +1,381+43.4% | 加碼 |
| Trust Co of Vermont | 4,562 | $62.1 萬 | 0.03% | 00.0% | 不變 |
| Advisor OS, LLC | 4,559 | $62.0 萬 | 0.05% | −164−3.5% | 減碼 |
| Connecticut Wealth Management, LLC | 4,530 | $61.6 萬 | 0.03% | 00.0% | 不變 |
| Quest Partners LLC | 4,523 | $61.5 萬 | 0.04% | +23+0.5% | 加碼 |
| WP Advisors, LLC | 4,507 | $61.3 萬 | 0.16% | +37+0.8% | 加碼 |
| Merrion Investment Management Co, LLC | 4,500 | $61.2 萬 | 0.35% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 4,482 | $61.0 萬 | 0.36% | −64−1.4% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,578 | $60.9 萬 | 0.22% | +28+0.6% | 加碼 |
| Veracity Capital LLC | 4,461 | $60.7 萬 | 0.20% | −216−4.6% | 減碼 |
| Bennett Associates Wealth Management | 4,448 | $60.5 萬 | 0.44% | −112−2.5% | 減碼 |
| Net Worth Advisory Group | 4,441 | $60.4 萬 | 0.17% | −743−14.3% | 減碼 |
| Modern Wealth Management, LLC | 4,437 | $60.3 萬 | 0.01% | −31−0.7% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,430 | $60.3 萬 | 0.18% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 4,420 | $60.1 萬 | 0.12% | +680+18.2% | 加碼 |
| Whittier Trust Co | 4,516 | $60.1 萬 | 0.01% | +193+4.5% | 加碼 |
| Palisade Asset Management, LLC | 4,388 | $59.7 萬 | 0.06% | −15−0.3% | 減碼 |
| Evoke Wealth, LLC | 4,387 | $59.7 萬 | 0.01% | +728+19.9% | 加碼 |
| Focus Financial Network, Inc. | 4,387 | $59.7 萬 | 0.02% | +10.0% | 加碼 |
| Adviser Investments LLC | 4,342 | $59.1 萬 | 0.01% | +896+26.0% | 加碼 |
| Patron Partners Advisors, LLC | 4,342 | $59.1 萬 | 0.27% | +425+10.9% | 加碼 |
| Islay Capital Management, LLC | 4,335 | $59.0 萬 | 0.34% | −300−6.5% | 減碼 |
| Richwood Investment Advisors, LLC | 4,310 | $58.6 萬 | 0.46% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 4,307 | $58.6 萬 | 0.07% | +16+0.4% | 加碼 |
| Martingale Asset Management L P | 4,303 | $58.5 萬 | 0.01% | −2,097−32.8% | 減碼 |
| Headlands Technologies LLC | 4,300 | $58.5 萬 | 0.05% | +4,300 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,297 | $58.4 萬 | 0.03% | +79+1.9% | 加碼 |
| Argyle Capital Partners, LLC | 4,283 | $58.3 萬 | 0.42% | −14−0.3% | 減碼 |
| FineMark National Bank & Trust | 4,262 | $58.0 萬 | 0.02% | −65−1.5% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,235 | $57.6 萬 | 0.26% | +10.0% | 加碼 |
| Nilsine Partners, LLC | 4,215 | $57.3 萬 | 0.05% | +504+13.6% | 加碼 |
| Lincoln Capital LLC | 4,292 | $57.1 萬 | 0.11% | −191−4.3% | 減碼 |
| CX Institutional | 4,192 | $57.0 萬 | 0.02% | +1,145+37.6% | 加碼 |
| Sage Mountain Advisors LLC | 4,181 | $56.9 萬 | 0.03% | +2,035+94.8% | 加碼 |
| Empire Financial Management Company, LLC | 4,176 | $56.8 萬 | 0.13% | −40−0.9% | 減碼 |
| Means Investment Co., Inc. | 4,169 | $56.7 萬 | 0.05% | −167−3.9% | 減碼 |
| Gratus Wealth Advisors, LLC | 4,153 | $56.5 萬 | 0.08% | +261+6.7% | 加碼 |
| QTR Family Wealth, LLC | 4,146 | $56.4 萬 | 0.27% | +1,500+56.7% | 加碼 |
| Mill Capital Management, LLC | 4,144 | $56.4 萬 | 0.04% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 4,137 | $56.3 萬 | 0.29% | −150−3.5% | 減碼 |
| SAM Advisors, LLC | 4,136 | $56.3 萬 | 0.18% | 00.0% | 不變 |
| Burford Brothers, Inc. | 4,121 | $56.1 萬 | 0.24% | +41+1.0% | 加碼 |
| Denali Advisors LLC | 4,118 | $56.0 萬 | 0.06% | +4,118 | 新進 |
| Virtu Financial LLC | 4,120 | $56.0 萬 | 0.03% | +4,120 | 新進 |
| Angeles Wealth Management, LLC | 4,115 | $56.0 萬 | 0.03% | +104+2.6% | 加碼 |
| Freestone Capital Holdings, LLC | 4,114 | $56.0 萬 | 0.02% | +344+9.1% | 加碼 |
| Modera Wealth Management, LLC | 4,112 | $55.9 萬 | 0.01% | −133−3.1% | 減碼 |
| Skopos Labs, Inc. | 4,690 | $55.9 萬 | 0.08% | −115−2.4% | 減碼 |
| Western Wealth Management, LLC | 4,100 | $55.8 萬 | 0.03% | +7+0.2% | 加碼 |
| Capital Investment Advisors, LLC | 4,097 | $55.7 萬 | 0.01% | −431−9.5% | 減碼 |
| Harbour Investments, Inc. | 4,084 | $55.5 萬 | 0.01% | +370+10.0% | 加碼 |
| Peoples Financial Services Corp. | 4,075 | $55.4 萬 | 0.25% | 00.0% | 不變 |
| Biltmore Wealth Management, LLC | 4,073 | $55.4 萬 | 0.21% | +460+12.7% | 加碼 |
| Marathon Strategic Advisors, LLC | 4,059 | $55.2 萬 | 0.44% | +4,059 | 新進 |
| 1248 Management, LLC | 4,046 | $55.0 萬 | 0.31% | 00.0% | 不變 |
| GWN Securities Inc. | 3,980 | $54.8 萬 | 0.13% | −2,244−36.1% | 減碼 |
| Change Path, LLC | 4,011 | $54.6 萬 | 0.01% | −149−3.6% | 減碼 |
| Sivia Capital Partners, LLC | 4,008 | $54.5 萬 | 0.15% | +4,008 | 新進 |
| Atticus Wealth Management, LLC | 4,007 | $54.5 萬 | 0.14% | +1,517+60.9% | 加碼 |
| Oakland Financial Corp | 4,000 | $54.4 萬 | 9.28% | 00.0% | 不變 |
| Cigna Investments Inc | 4,001 | $54.4 萬 | 0.08% | 00.0% | 不變 |
| Abner Herrman & Brock LLC | 4,000 | $54.4 萬 | 0.06% | +4,000 | 新進 |
| Syntegra Private Wealth Group, LLC | 3,992 | $54.3 萬 | 0.05% | +45+1.1% | 加碼 |
| Excalibur Management Corp | 3,979 | $54.1 萬 | 0.20% | +15+0.4% | 加碼 |
| Demars Financial Group, LLC | 3,970 | $54.0 萬 | 0.19% | −459−10.4% | 減碼 |
| Versant Capital Management, Inc | 3,953 | $53.8 萬 | 0.07% | +1,873+90.0% | 加碼 |
| Fulton Bank, N.A. | 3,951 | $53.7 萬 | 0.02% | −280−6.6% | 減碼 |
| Campion Asset Management LLC | 3,950 | $53.7 萬 | 0.38% | −66−1.6% | 減碼 |
| Crawford Investment Counsel Inc | 3,927 | $53.4 萬 | 0.01% | +350+9.8% | 加碼 |
| Drive Wealth Management, LLC | 3,925 | $53.4 萬 | 0.11% | −254−6.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,923 | $53.4 萬 | 0.03% | +48+1.2% | 加碼 |
| GW Henssler & Associates Ltd | 3,920 | $53.3 萬 | 0.03% | −50−1.3% | 減碼 |
| Southland Equity Partners LLC | 3,909 | $53.2 萬 | 0.11% | +88+2.3% | 加碼 |
| Smartleaf Asset Management LLC | 3,858 | $53.1 萬 | 0.03% | +1,658+75.4% | 加碼 |
| Smart Portfolios, LLC | 3,900 | $53.0 萬 | 0.51% | −165−4.1% | 減碼 |
| PDS Planning, Inc | 3,880 | $52.8 萬 | 0.04% | −44−1.1% | 減碼 |
| Vaughan David Investments LLC | 3,869 | $52.6 萬 | 0.01% | −230−5.6% | 減碼 |
| John G Ullman & Associates Inc | 3,850 | $52.4 萬 | 0.07% | 00.0% | 不變 |
| Old Point Trust & Financial Services N A | 3,850 | $52.4 萬 | 0.17% | 00.0% | 不變 |
| Roof Eidam & Maycock | 3,843 | $52.3 萬 | 0.13% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,841 | $52.2 萬 | 0.01% | +205+5.6% | 加碼 |
| Roberts Glore & Co Inc | 3,840 | $52.2 萬 | 0.14% | −222−5.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,832 | $52.1 萬 | 0.01% | −269−6.6% | 減碼 |
| Clear Harbor Asset Management, LLC | 3,828 | $52.1 萬 | 0.04% | −212−5.2% | 減碼 |