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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 45,038 | $612.6 萬 | 0.21% | −2,550−5.4% | 減碼 |
| Aptus Capital Advisors, LLC | 44,868 | $610.3 萬 | 0.06% | +2,608+6.2% | 加碼 |
| Royal Fund Management, LLC | 44,687 | $608.2 萬 | 0.75% | −4,830−9.8% | 減碼 |
| Mutual of America Capital Management LLC | 43,798 | $595.7 萬 | 0.06% | −2,920−6.3% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 43,380 | $590.1 萬 | 0.63% | +3,400+8.5% | 加碼 |
| State of Alaska, Department of Revenue | 43,325 | $589.3 萬 | 0.06% | −2,551−5.6% | 減碼 |
| King Luther Capital Management Corp | 42,542 | $578.7 萬 | 0.02% | +64+0.2% | 加碼 |
| Alley Investment Management Company, LLC | 42,516 | $578.3 萬 | 0.67% | −14,802−25.8% | 減碼 |
| Canal Insurance CO | 42,500 | $578.1 萬 | 1.23% | 00.0% | 不變 |
| HM Payson & Co | 42,464 | $577.6 萬 | 0.08% | +4,173+10.9% | 加碼 |
| Coldstream Capital Management Inc | 42,340 | $575.9 萬 | 0.08% | +37+0.1% | 加碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $573.0 萬 | 1.56% | 00.0% | 不變 |
| Trajan Wealth LLC | 41,784 | $568.3 萬 | 0.25% | +127+0.3% | 加碼 |
| Fiera Capital Corp | 41,651 | $566.5 萬 | 0.02% | +41,651 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,584 | $565.6 萬 | 0.01% | +425+1.0% | 加碼 |
| Heritage Trust Co | 41,516 | $564.7 萬 | 0.60% | +100+0.2% | 加碼 |
| Warren Averett Asset Management, LLC | 41,366 | $562.7 萬 | 0.06% | −6,648−13.8% | 減碼 |
| Rothschild Investment LLC | 41,106 | $559.1 萬 | 0.32% | +2,163+5.6% | 加碼 |
| Arkadios Wealth Advisors | 41,035 | $558.2 萬 | 0.14% | −1,820−4.2% | 減碼 |
| Dakota Wealth Management | 40,707 | $553.7 萬 | 0.11% | −3,220−7.3% | 減碼 |
| Altrius Capital Management Inc | 40,341 | $548.7 萬 | 1.25% | +772+2.0% | 加碼 |
| Texas Yale Capital Corp. | 40,323 | $548.5 萬 | 0.17% | +375+0.9% | 加碼 |
| Compass Wealth Management LLC | 40,052 | $544.8 萬 | 1.22% | +860+2.2% | 加碼 |
| Great Lakes Advisors, LLC | 39,939 | $543.2 萬 | 0.05% | −195,715−83.1% | 減碼 |
| Man Group plc | 39,730 | $540.4 萬 | 0.01% | +39,730 | 新進 |
| Shorepoint Capital Partners LLC | 39,657 | $539.4 萬 | 1.07% | +39,657 | 新進 |
| Park Avenue Securities LLC | 39,356 | $535.3 萬 | 0.04% | −7,438−15.9% | 減碼 |
| Alpha Omega Wealth Management LLC | 39,315 | $534.8 萬 | 0.89% | +267+0.7% | 加碼 |
| Huntington National Bank | 39,250 | $533.9 萬 | 0.03% | +982+2.6% | 加碼 |
| San Luis Wealth Advisors LLC | 39,108 | $531.9 萬 | 0.96% | −3,541−8.3% | 減碼 |
| Montgomery Investment Management Inc | 38,997 | $530.4 萬 | 1.87% | +10.0% | 加碼 |
| Commerzbank Aktiengesellschaft | 38,257 | $520.4 萬 | 0.11% | +8,728+29.6% | 加碼 |
| UniSuper Management Pty Ltd | 38,102 | $518.3 萬 | 0.03% | +4,464+13.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 37,854 | $514.9 萬 | 0.00% | +1,851+5.1% | 加碼 |
| Farmers & Merchants Investments Inc | 37,517 | $510.3 萬 | 0.14% | +52+0.1% | 加碼 |
| SevenBridge Financial Group, LLC | 36,870 | $508.9 萬 | 0.84% | +3,151+9.3% | 加碼 |
| United Capital Financial Advisers, LLC | 37,211 | $506.1 萬 | 0.04% | +1,046+2.9% | 加碼 |
| First Financial Bankshares Inc | 37,021 | $503.6 萬 | 0.10% | +34,991+1,723.7% | 加碼 |
| Quotient Wealth Partners, LLC | 36,862 | $501.4 萬 | 0.14% | −2,780−7.0% | 減碼 |
| Ancora Advisors, LLC | 36,806 | $500.6 萬 | 0.10% | −81−0.2% | 減碼 |
| Colonial Trust Advisors | 36,593 | $497.7 萬 | 0.38% | −3,470−8.7% | 減碼 |
| KBC Group NV | 36,565 | $497.4 萬 | 0.01% | +1,222+3.5% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $496.1 萬 | 0.44% | 00.0% | 不變 |
| Parr McKnight Wealth Management Group, LLC | 36,168 | $492.0 萬 | 0.65% | −310−0.8% | 減碼 |
| Umb Bank N A | 36,141 | $491.6 萬 | 0.07% | +53+0.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 35,378 | $481.2 萬 | 0.19% | −684−1.9% | 減碼 |
| Cary Street Partners Financial LLC | 35,000 | $476.1 萬 | 0.12% | −609−1.7% | 減碼 |
| Prospera Financial Services Inc | 34,787 | $473.5 萬 | 0.08% | −5,549−13.8% | 減碼 |
| Invesco, LLC | 34,757 | $472.8 萬 | 1.60% | −104−0.3% | 減碼 |
| Brady Family Wealth, LLC | 34,753 | $472.7 萬 | 1.46% | −2,727−7.3% | 減碼 |
| Kesler, Norman & Wride, LLC | 41,468 | $472.4 萬 | 0.93% | −107−0.3% | 減碼 |
| Generali Asset Management SPA SGR | 34,641 | $471.2 萬 | 0.10% | −1,933−5.3% | 減碼 |
| Community Bank & Trust, Waco, Texas | 34,261 | $466.0 萬 | 0.96% | +304+0.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 33,988 | $462.3 萬 | 0.08% | +3,275+10.7% | 加碼 |
| Sterling Capital Management LLC | 33,939 | $461.6 萬 | 0.07% | −2,726−7.4% | 減碼 |
| Private Advisor Group, LLC | 33,845 | $460.4 萬 | 0.02% | −1,614−4.6% | 減碼 |
| Opus Investment Management Inc | 33,800 | $459.7 萬 | 2.85% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 33,734 | $458.8 萬 | 0.00% | +33,734 | 新進 |
| Martin Capital Partners, LLC | 33,727 | $458.8 萬 | 1.78% | −431−1.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 33,565 | $456.6 萬 | 0.35% | +11,672+53.3% | 加碼 |
| Meyer Handelman Co | 33,272 | $452.6 萬 | 0.14% | −4,450−11.8% | 減碼 |
| HB Wealth Management, LLC | 33,029 | $449.3 萬 | 0.03% | +2,290+7.4% | 加碼 |
| Independent Advisor Alliance | 32,847 | $446.8 萬 | 0.12% | +2,256+7.4% | 加碼 |
| Nations Financial Group Inc, | 32,804 | $446.2 萬 | 0.28% | −1,335−3.9% | 減碼 |
| Chatham Capital Group, Inc. | 32,775 | $445.8 萬 | 0.64% | −1,280−3.8% | 減碼 |
| Miracle Mile Advisors, LLC | 32,736 | $445.3 萬 | 0.07% | +1,058+3.3% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,517 | $442.3 萬 | 1.12% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 32,367 | $440.2 萬 | 0.06% | +110.0% | 加碼 |
| Fundamentun, LLC | 32,286 | $439.2 萬 | 0.18% | +629+2.0% | 加碼 |
| Fort Point Capital Partners LLC | 32,013 | $435.4 萬 | 0.56% | −186−0.6% | 減碼 |
| Vontobel Holding Ltd. | 32,007 | $435.4 萬 | 0.01% | −2,397−7.0% | 減碼 |
| Buckingham Strategic Partners | 31,009 | $428.2 萬 | 0.05% | +19,288+164.6% | 加碼 |
| OP Asset Management Ltd | 31,338 | $426.3 萬 | 0.06% | −11,072−26.1% | 減碼 |
| Everence Capital Management Inc | 31,328 | $426.1 萬 | 0.26% | +5,868+23.0% | 加碼 |
| Benjamin Edwards Inc | 31,213 | $424.6 萬 | 0.05% | +335+1.1% | 加碼 |
| Glass Wealth Management Co LLC | 31,099 | $423.0 萬 | 1.89% | +3,365+12.1% | 加碼 |
| Carnegie Capital Asset Management, LLC | 30,827 | $419.3 萬 | 0.08% | +3,649+13.4% | 加碼 |
| Colonial Trust Co | 30,798 | $418.9 萬 | 0.56% | −1,762−5.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 30,676 | $417.3 萬 | 0.03% | +571+1.9% | 加碼 |
| Virginia Wealth Management Group, Inc. | 30,419 | $413.8 萬 | 2.38% | +573+1.9% | 加碼 |
| First American Bank | 30,033 | $408.5 萬 | 0.26% | +81+0.3% | 加碼 |
| Ellerson Group Inc | 29,657 | $403.4 萬 | 2.51% | +235+0.8% | 加碼 |
| Wolverine Trading, LLC | 28,946 | $398.2 萬 | 0.08% | −3,437−10.6% | 減碼 |
| Kintayl Capital LP | 29,270 | $398.1 萬 | 2.73% | −5,821−16.6% | 減碼 |
| Mizuho Securities USA LLC | 29,434 | $393.2 萬 | 0.08% | +1,278+4.5% | 加碼 |
| Voleon Capital Management LP | 28,855 | $392.5 萬 | 0.10% | +11,873+69.9% | 加碼 |
| German American Bancorp, Inc. | 28,752 | $391.1 萬 | 0.35% | +900+3.2% | 加碼 |
| Cardinal Capital Management | 28,205 | $383.6 萬 | 0.53% | +273+1.0% | 加碼 |
| Metis Global Partners, LLC | 28,136 | $382.7 萬 | 0.09% | +800+2.9% | 加碼 |
| Diversified Trust Co | 28,088 | $382.1 萬 | 0.08% | +23,850+562.8% | 加碼 |
| Resources Investment Advisors, LLC. | 28,034 | $381.3 萬 | 0.04% | −259−0.9% | 減碼 |
| Beacon Financial Group | 27,839 | $378.7 萬 | 0.37% | −1,708−5.8% | 減碼 |
| Sendero Wealth Management, LLC | 27,567 | $375.0 萬 | 0.44% | +777+2.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 27,417 | $372.9 萬 | 0.03% | +100.0% | 加碼 |
| Bridgewater Associates, LP | 27,323 | $371.6 萬 | 0.01% | +27,323 | 新進 |
| Brinker Capital Investments, LLC | 27,271 | $370.9 萬 | 0.03% | −615−2.2% | 減碼 |
| Thrivent Financial for Lutherans | 27,136 | $369.1 萬 | 0.01% | −15,069−35.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 26,997 | $367.2 萬 | 0.01% | −12,504−31.7% | 減碼 |
| Central Trust Co | 26,850 | $365.2 萬 | 0.08% | +19+0.1% | 加碼 |
| Norinchukin Bank, The | 26,749 | $363.8 萬 | 0.05% | +387+1.5% | 加碼 |