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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 26,370 | $358.7 萬 | 0.20% | +20.0% | 加碼 |
| Convergence Investment Partners, LLC | 26,339 | $358.3 萬 | 0.80% | +14,049+114.3% | 加碼 |
| Principle Wealth Partners LLC | 26,204 | $356.4 萬 | 0.21% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 26,187 | $356.2 萬 | 0.64% | −80−0.3% | 減碼 |
| Davenport & Co LLC | 25,991 | $353.5 萬 | 0.02% | +313+1.2% | 加碼 |
| Kentucky Retirement Systems | 25,594 | $348.1 萬 | 0.10% | −857−3.2% | 減碼 |
| Ramirez Asset Management, Inc. | 25,002 | $340.1 萬 | 0.47% | +2,440+10.8% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 24,696 | $335.9 萬 | 0.91% | +552+2.3% | 加碼 |
| Baxter Bros Inc | 24,665 | $335.5 萬 | 0.39% | −1,402−5.4% | 減碼 |
| Johnson Investment Counsel Inc | 24,429 | $332.3 萬 | 0.03% | −504−2.0% | 減碼 |
| Caxton Associates LLP | 24,128 | $328.2 萬 | 0.09% | +24,128 | 新進 |
| Rockline Wealth Management, LLC | 23,914 | $325.3 萬 | 0.67% | +844+3.7% | 加碼 |
| Merit Financial Group, LLC | 23,820 | $324.0 萬 | 0.03% | +7,335+44.5% | 加碼 |
| First Manhattan Co | 23,754 | $323.1 萬 | 0.01% | −93−0.4% | 減碼 |
| Hartford Investment Management Co | 23,657 | $321.8 萬 | 0.10% | −899−3.7% | 減碼 |
| RSM US Wealth Management LLC | 23,644 | $321.6 萬 | 0.04% | +227+1.0% | 加碼 |
| Catalytic Wealth RIA, LLC | 23,590 | $320.9 萬 | 0.11% | +11,902+101.8% | 加碼 |
| Investment Management Corp of Ontario | 23,513 | $319.8 萬 | 0.05% | +13,512+135.1% | 加碼 |
| Tocqueville Asset Management L.P. | 23,246 | $316.2 萬 | 0.05% | −128−0.5% | 減碼 |
| Simplex Trading, LLC | 23,082 | $313.9 萬 | 0.07% | +23,082 | 新進 |
| Ameritas Investment Partners, Inc. | 23,046 | $313.5 萬 | 0.10% | −1,002−4.2% | 減碼 |
| Steel Peak Wealth Management LLC | 23,029 | $313.2 萬 | 0.11% | −12,048−34.3% | 減碼 |
| Icon Advisers Inc | 23,000 | $312.8 萬 | 0.68% | +23,000 | 新進 |
| NorthCrest Asset Manangement, LLC | 23,586 | $312.2 萬 | 0.07% | +4,209+21.7% | 加碼 |
| Wedbush Securities Inc | 22,941 | $312.0 萬 | 0.10% | +7,092+44.7% | 加碼 |
| Catherine Avery Investment Management LLC | 22,863 | $311.0 萬 | 2.00% | +692+3.1% | 加碼 |
| Community Bank, N.A. | 22,407 | $304.8 萬 | 0.37% | −220−1.0% | 減碼 |
| Azzad Asset Management Inc | 22,188 | $301.8 萬 | 0.30% | +746+3.5% | 加碼 |
| Janus Henderson Group PLC | 22,037 | $299.8 萬 | 0.00% | −4,117−15.7% | 減碼 |
| McDonald Partners LLC | 21,943 | $298.5 萬 | 0.89% | −10,130−31.6% | 減碼 |
| Equitable Trust Co | 21,932 | $298.3 萬 | 0.14% | +711+3.4% | 加碼 |
| Exencial Wealth Advisors, LLC | 21,823 | $296.8 萬 | 0.10% | +237+1.1% | 加碼 |
| Cheviot Value Management, LLC | 22,135 | $295.9 萬 | 0.31% | −350−1.6% | 減碼 |
| Silvercrest Asset Management Group LLC | 21,489 | $292.3 萬 | 0.02% | −1,428−6.2% | 減碼 |
| Riverview Capital Advisers, LLC | 21,473 | $292.1 萬 | 0.84% | +225+1.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 21,427 | $291.4 萬 | 0.03% | +165+0.8% | 加碼 |
| Americana Partners, LLC | 21,414 | $291.3 萬 | 0.09% | −539−2.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 21,295 | $289.7 萬 | 0.10% | −142−0.7% | 減碼 |
| Fifth Third Bancorp | 21,290 | $289.6 萬 | 0.01% | −533−2.4% | 減碼 |
| Geneos Wealth Management Inc. | 21,258 | $289.2 萬 | 0.07% | −796−3.6% | 減碼 |
| Louisiana State Employees Retirement System | 21,200 | $288.4 萬 | 0.05% | −300−1.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 21,081 | $286.7 萬 | 0.02% | −3,441−14.0% | 減碼 |
| Summit Trail Advisors, LLC | 20,980 | $285.4 萬 | 0.04% | +1,615+8.3% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 20,939 | $284.8 萬 | 0.05% | −553−2.6% | 減碼 |
| DCM Advisors, LLC | 20,935 | $284.8 萬 | 1.20% | −919−4.2% | 減碼 |
| Argyle Capital Management Inc. | 20,867 | $283.8 萬 | 0.98% | 00.0% | 不變 |
| Midwest Trust Co | 20,794 | $282.8 萬 | 0.04% | −97−0.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 20,758 | $282.4 萬 | 0.19% | +389+1.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 20,730 | $282.0 萬 | 0.04% | +84+0.4% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 20,661 | $281.0 萬 | 1.38% | +348+1.7% | 加碼 |
| Somerset Trust Co | 20,639 | $280.7 萬 | 0.87% | +154+0.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 20,530 | $279.2 萬 | 0.09% | −382−1.8% | 減碼 |
| Hilltop Holdings Inc. | 20,458 | $278.3 萬 | 0.15% | −6,220−23.3% | 減碼 |
| First Nebraska Trust Co | 20,418 | $277.7 萬 | 0.25% | −75−0.4% | 減碼 |
| Intrust Bank NA | 20,390 | $277.3 萬 | 0.23% | +548+2.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 20,252 | $275.5 萬 | 1.16% | −125−0.6% | 減碼 |
| Maryland State Retirement & Pension System | 20,151 | $274.1 萬 | 0.06% | +337+1.7% | 加碼 |
| New Age Alpha Advisors, LLC | 19,976 | $271.7 萬 | 0.11% | −1,718−7.9% | 減碼 |
| Farther Finance Advisors, LLC | 19,747 | $268.6 萬 | 0.04% | +5,201+35.8% | 加碼 |
| Brookstone Capital Management | 19,688 | $267.8 萬 | 0.03% | −442−2.2% | 減碼 |
| SWS Partners | 19,604 | $266.7 萬 | 0.65% | +1,006+5.4% | 加碼 |
| Becker Capital Management Inc | 19,555 | $266.0 萬 | 0.08% | −203−1.0% | 減碼 |
| Securian Asset Management, Inc | 19,516 | $265.5 萬 | 0.07% | −1,785−8.4% | 減碼 |
| Banque Cantonale Vaudoise | 19,420 | $264.2 萬 | 0.10% | −431−2.2% | 減碼 |
| Cresset Asset Management, LLC | 19,171 | $260.8 萬 | 0.01% | +867+4.7% | 加碼 |
| Argonautica Private Wealth Management, Inc | 18,978 | $258.1 萬 | 0.75% | −241−1.3% | 減碼 |
| Sonora Investment Management Group, LLC | 18,861 | $256.5 萬 | 0.18% | −424−2.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 18,855 | $256.5 萬 | 0.03% | +1,048+5.9% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 18,727 | $254.7 萬 | 0.07% | −239−1.3% | 減碼 |
| Cullen/Frost Bankers, Inc. | 18,549 | $252.3 萬 | 0.03% | −7,463−28.7% | 減碼 |
| Patten & Patten Inc | 18,498 | $251.6 萬 | 0.15% | −56−0.3% | 減碼 |
| PFW Advisors LLC | 18,488 | $251.5 萬 | 0.74% | −69−0.4% | 減碼 |
| Summit Financial, LLC | 18,443 | $250.9 萬 | 0.04% | −132−0.7% | 減碼 |
| New Mexico Educational Retirement Board | 18,428 | $250.7 萬 | 0.08% | −900−4.7% | 減碼 |
| Allworth Financial LP | 18,414 | $250.5 萬 | 0.01% | +1,855+11.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 18,352 | $249.6 萬 | 0.03% | −1,054−5.4% | 減碼 |
| City Holding Co | 18,243 | $248.1 萬 | 0.31% | −699−3.7% | 減碼 |
| Cherokee Insurance Co | 18,150 | $246.9 萬 | 1.06% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 18,059 | $245.6 萬 | 0.15% | −1,988−9.9% | 減碼 |
| Huntleigh Advisors, Inc. | 17,991 | $244.7 萬 | 0.42% | +667+3.9% | 加碼 |
| Intech Investment Management LLC | 17,961 | $244.3 萬 | 0.02% | −2,902−13.9% | 減碼 |
| Walleye Capital LLC | 17,826 | $242.5 萬 | 0.02% | +12,631+243.1% | 加碼 |
| CAPROCK Group, Inc. | 17,895 | $241.2 萬 | 0.06% | +17,895 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 17,729 | $241.1 萬 | 0.06% | −324−1.8% | 減碼 |
| Quantbot Technologies LP | 17,699 | $240.7 萬 | 0.07% | +1,779+11.2% | 加碼 |
| Atria Investments LLC | 17,624 | $239.7 萬 | 0.03% | −3,532−16.7% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 17,601 | $239.4 萬 | 0.06% | +17,601 | 新進 |
| Regions Financial Corp | 17,469 | $237.6 萬 | 0.02% | −1,972−10.1% | 減碼 |
| XML Financial, LLC | 17,441 | $237.2 萬 | 0.19% | −100−0.6% | 減碼 |
| Bryn Mawr Trust Co | 17,437 | $237.2 萬 | 0.06% | −19,465−52.7% | 減碼 |
| International Assets Investment Management, LLC | 19,194 | $236.4 萬 | 0.19% | 00.0% | 不變 |
| First National Bank of Omaha | 17,330 | $235.7 萬 | 0.15% | +4,944+39.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 17,311 | $235.5 萬 | 0.02% | +692+4.2% | 加碼 |
| Mutual Advisors, LLC | 17,321 | $235.2 萬 | 0.05% | +63+0.4% | 加碼 |
| DRW Securities, LLC | 17,294 | $235.1 萬 | 0.12% | −50.0% | 減碼 |
| Clifford Swan Investment Counsel LLC | 17,252 | $234.7 萬 | 0.08% | −20.0% | 減碼 |
| Vident Advisory, LLC | 17,158 | $233.4 萬 | 0.02% | +1,094+6.8% | 加碼 |
| Savant Capital, LLC | 17,130 | $233.0 萬 | 0.01% | −486−2.8% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $232.9 萬 | 0.18% | 00.0% | 不變 |
| First National Advisers, LLC | 17,028 | $231.6 萬 | 0.31% | +5,621+49.3% | 加碼 |