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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 12,225 | $166.3 萬 | 0.16% | −899−6.9% | 減碼 |
| IHT Wealth Management, LLC | 12,042 | $163.8 萬 | 0.04% | +86+0.7% | 加碼 |
| Evercore Wealth Management, LLC | 12,034 | $163.7 萬 | 0.02% | −1,082−8.2% | 減碼 |
| Spears Abacus Advisors LLC | 12,031 | $163.6 萬 | 0.03% | −734−5.8% | 減碼 |
| Pathway Financial Advisers, LLC | 11,991 | $162.6 萬 | 0.47% | +58+0.5% | 加碼 |
| Sustainable Insight Capital Management, LLC | 11,951 | $162.6 萬 | 0.51% | +11,951 | 新進 |
| Meeder Advisory Services, Inc. | 11,943 | $162.5 萬 | 0.08% | +1,262+11.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 11,933 | $162.3 萬 | 0.06% | +11,933 | 新進 |
| Edgestream Partners, L.P. | 11,893 | $161.8 萬 | 0.05% | −29,618−71.3% | 減碼 |
| Bessemer Group Inc | 11,882 | $161.7 萬 | 0.00% | −1,107−8.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,836 | $161.0 萬 | 0.01% | +3,044+34.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 11,812 | $160.7 萬 | 0.02% | +200+1.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 11,810 | $160.6 萬 | 0.05% | −103−0.9% | 減碼 |
| Pensionmark Financial Group, LLC | 11,808 | $160.6 萬 | 0.03% | +537+4.8% | 加碼 |
| Clearstead Advisors, LLC | 11,802 | $160.5 萬 | 0.02% | −3,080−20.7% | 減碼 |
| Jacobi Capital Management LLC | 11,793 | $160.4 萬 | 0.10% | +181+1.6% | 加碼 |
| Fruth Investment Management | 11,623 | $158.0 萬 | 0.43% | −550−4.5% | 減碼 |
| Red Cedar Investment Management, LLC | 11,596 | $157.7 萬 | 0.18% | 00.0% | 不變 |
| Wedmont Private Capital | 11,886 | $157.3 萬 | 0.06% | +452+4.0% | 加碼 |
| Shelton Capital Management | 11,508 | $156.5 萬 | 0.03% | −77−0.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,493 | $156.3 萬 | 0.01% | −774−6.3% | 減碼 |
| Westwood Holdings Group Inc. | 11,464 | $155.9 萬 | 0.01% | +3,324+40.8% | 加碼 |
| FourThought Financial Partners, LLC | 11,378 | $154.8 萬 | 0.14% | +103+0.9% | 加碼 |
| Citizens Financial Group Inc | 11,364 | $154.6 萬 | 0.02% | +2,304+25.4% | 加碼 |
| Parcion Private Wealth LLC | 11,358 | $154.5 萬 | 0.10% | +1,364+13.6% | 加碼 |
| Wetherby Asset Management Inc | 11,347 | $154.3 萬 | 0.06% | −166−1.4% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,340 | $154.2 萬 | 0.46% | +33+0.3% | 加碼 |
| Donoghue Forlines LLC | 11,316 | $153.9 萬 | 0.47% | −863−7.1% | 減碼 |
| Bangor Savings Bank | 11,265 | $153.2 萬 | 0.13% | −15−0.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 11,231 | $152.8 萬 | 0.11% | +8,976+398.0% | 加碼 |
| Chicago Partners Investment Group LLC | 11,375 | $152.0 萬 | 0.04% | +3,371+42.1% | 加碼 |
| Infrastructure Capital Advisors, LLC | 11,167 | $152.0 萬 | 0.19% | −24,154−68.4% | 減碼 |
| Wahed Invest LLC | 11,151 | $151.7 萬 | 0.21% | +69+0.6% | 加碼 |
| Sowell Financial Services LLC | 11,105 | $151.0 萬 | 0.06% | −1,069−8.8% | 減碼 |
| Snowden Capital Advisors LLC | 11,014 | $149.8 萬 | 0.04% | −909−7.6% | 減碼 |
| Umpqua Bank | 11,552 | $149.7 萬 | 0.42% | +375+3.4% | 加碼 |
| Horizon Investments, LLC | 10,942 | $148.8 萬 | 0.02% | +2,153+24.5% | 加碼 |
| MUFG Securities Americas Inc. | 10,898 | $148.2 萬 | 0.10% | +1,869+20.7% | 加碼 |
| Squarepoint Ops LLC | 10,779 | $146.6 萬 | 0.00% | −3,312−23.5% | 減碼 |
| Legacy Financial Advisors, Inc. | 10,772 | $146.5 萬 | 0.20% | +1,773+19.7% | 加碼 |
| Hilltop National Bank | 10,751 | $146.2 萬 | 0.36% | +847+8.6% | 加碼 |
| DT Investment Partners, LLC | 10,736 | $146.0 萬 | 0.12% | −11,874−52.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,728 | $145.9 萬 | 0.10% | −498−4.4% | 減碼 |
| AE Wealth Management LLC | 10,676 | $145.2 萬 | 0.01% | +43+0.4% | 加碼 |
| CFM Wealth Partners LLC | 10,617 | $144.4 萬 | 0.21% | +6+0.1% | 加碼 |
| Lokken Investment Group LLC | 10,604 | $144.2 萬 | 0.50% | +369+3.6% | 加碼 |
| Bragg Financial Advisors, Inc | 10,518 | $143.1 萬 | 0.05% | −591−5.3% | 減碼 |
| Alpine Woods Capital Investors, LLC | 10,500 | $142.8 萬 | 0.33% | +1,592+17.9% | 加碼 |
| Alta Capital Management LLC | 10,401 | $141.5 萬 | 0.08% | −163−1.5% | 減碼 |
| Pallas Capital Advisors LLC | 10,388 | $141.3 萬 | 0.05% | +5,220+101.0% | 加碼 |
| SG Americas Securities, LLC | 10,289 | $140.0 萬 | 0.01% | −138,507−93.1% | 減碼 |
| Tower Bridge Advisors | 10,248 | $139.4 萬 | 0.14% | −10.0% | 減碼 |
| Verdence Capital Advisors LLC | 10,251 | $138.8 萬 | 0.08% | +2,158+26.7% | 加碼 |
| Moors & Cabot, Inc. | 10,166 | $138.3 萬 | 0.06% | −176−1.7% | 減碼 |
| Foundations Investment Advisors, LLC | 10,125 | $137.7 萬 | 0.02% | +2,196+27.7% | 加碼 |
| Smith Group Asset Management, LLC | 10,111 | $137.5 萬 | 0.08% | +27+0.3% | 加碼 |
| Monetta Financial Services Inc | 10,100 | $137.4 萬 | 0.96% | +10,100 | 新進 |
| Redwood Investment Management, LLC | 10,062 | $136.9 萬 | 0.15% | −4,613−31.4% | 減碼 |
| Parallel Advisors, LLC | 10,059 | $136.8 萬 | 0.03% | +291+3.0% | 加碼 |
| Delta Financial Advisors LLC | 10,035 | $136.5 萬 | 0.39% | +1,483+17.3% | 加碼 |
| Smith, Moore & Co. | 9,968 | $135.6 萬 | 0.10% | −40−0.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,852 | $134.0 萬 | 0.03% | −34−0.3% | 減碼 |
| Terry L. Blaker | 9,840 | $133.8 萬 | 0.05% | −2,177−18.1% | 減碼 |
| Jeppson Wealth Management, LLC | 9,819 | $133.6 萬 | 0.43% | −450−4.4% | 減碼 |
| Harfst & Associates, Inc. | 9,812 | $133.5 萬 | 0.25% | +142+1.5% | 加碼 |
| TownSquare Capital, LLC | 9,782 | $133.1 萬 | 0.20% | −2,033−17.2% | 減碼 |
| Inscription Capital, LLC | 9,722 | $132.2 萬 | 0.14% | +1,224+14.4% | 加碼 |
| Sigma Planning Corp | 9,659 | $131.4 萬 | 0.04% | −1,020−9.6% | 減碼 |
| Cullinan Associates Inc | 9,639 | $131.1 萬 | 0.09% | 00.0% | 不變 |
| Manning & Napier Advisors LLC | 9,582 | $130.3 萬 | 0.02% | −35,846−78.9% | 減碼 |
| NorthRock Partners, LLC | 9,522 | $129.5 萬 | 0.02% | +2,768+41.0% | 加碼 |
| Principal Securities, Inc. | 9,489 | $129.1 萬 | 0.02% | −2,293−19.5% | 減碼 |
| Clearbridge Investments, LLC | 9,452 | $128.6 萬 | 0.00% | −23,406−71.2% | 減碼 |
| Intrua Financial, LLC | 9,389 | $127.7 萬 | 0.15% | +80+0.9% | 加碼 |
| Fisher Asset Management, LLC | 9,381 | $127.6 萬 | 0.00% | +1,661+21.5% | 加碼 |
| Adirondack Trust Co | 9,382 | $127.6 萬 | 0.43% | −51−0.5% | 減碼 |
| Forum Financial Management, LP | 9,377 | $127.5 萬 | 0.02% | +1,034+12.4% | 加碼 |
| Beacon Investment Advisors LLC | 9,341 | $127.1 萬 | 0.52% | +19+0.2% | 加碼 |
| We Are One Seven, LLC | 9,335 | $127.0 萬 | 0.03% | +2,410+34.8% | 加碼 |
| Quadrant Capital Group LLC | 9,277 | $126.2 萬 | 0.04% | +40.0% | 加碼 |
| Avidian Wealth Solutions, LLC | 9,277 | $126.2 萬 | 0.05% | −392−4.1% | 減碼 |
| Poehling Capital Management, LLC | 9,260 | $126.0 萬 | 0.26% | −151−1.6% | 減碼 |
| Pavion Blue Capital, LLC | 9,206 | $125.2 萬 | 0.53% | −100−1.1% | 減碼 |
| Greenleaf Trust | 9,195 | $125.1 萬 | 0.01% | −740−7.4% | 減碼 |
| Patten Group, Inc. | 9,133 | $124.2 萬 | 0.24% | +1,497+19.6% | 加碼 |
| Virtue Asset Management LLC | 9,126 | $124.1 萬 | 1.02% | +9,126 | 新進 |
| Lee Danner & Bass Inc | 9,038 | $122.9 萬 | 0.09% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 9,030 | $122.8 萬 | 0.59% | −150−1.6% | 減碼 |
| Ingalls & Snyder LLC | 9,012 | $122.6 萬 | 0.04% | 00.0% | 不變 |
| BTG Pactual Asset Management US LLC | 9,011 | $122.6 萬 | 0.14% | +9,011 | 新進 |
| Global Retirement Partners, LLC | 8,889 | $120.9 萬 | 0.03% | −1,421−13.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,869 | $120.6 萬 | 0.04% | +59+0.7% | 加碼 |
| NewEdge Wealth, LLC | 8,844 | $120.2 萬 | 0.02% | −1,458−14.2% | 減碼 |
| National Asset Management, Inc. | 8,838 | $120.2 萬 | 0.06% | −1,636−15.6% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,836 | $120.2 萬 | 0.07% | +16+0.2% | 加碼 |
| Stevens Capital Management LP | 8,833 | $120.1 萬 | 0.16% | +8,833 | 新進 |
| Icon Wealth Advisors, LLC | 8,816 | $119.9 萬 | 0.08% | −3,643−29.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 8,812 | $119.9 萬 | 0.06% | −85−1.0% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 8,765 | $119.2 萬 | 0.03% | +268+3.2% | 加碼 |
| Signaturefd, LLC | 8,709 | $118.5 萬 | 0.02% | +82+1.0% | 加碼 |