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 |
|---|---|---|---|---|---|
| Peoples Bank | 6,299 | $85.7 萬 | 0.53% | +10+0.2% | 加碼 |
| Private Trust Co NA | 6,298 | $85.7 萬 | 0.08% | −290−4.4% | 減碼 |
| RMB Capital Management, LLC | 6,266 | $85.2 萬 | 0.02% | +21+0.3% | 加碼 |
| American Financial Group Inc | 6,250 | $85.0 萬 | 0.33% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 6,232 | $84.8 萬 | 0.04% | +1,634+35.5% | 加碼 |
| 1st Source Bank | 6,221 | $84.6 萬 | 0.04% | −34−0.5% | 減碼 |
| Prudential PLC | 6,219 | $84.6 萬 | 0.01% | −4,380−41.3% | 減碼 |
| Sunbelt Securities, Inc. | 6,217 | $84.6 萬 | 0.06% | +1,707+37.8% | 加碼 |
| Allen Capital Group, LLC | 6,213 | $84.5 萬 | 0.08% | +10+0.2% | 加碼 |
| South Street Advisors LLC | 6,200 | $84.3 萬 | 0.11% | +200+3.3% | 加碼 |
| Atomi Financial Group, Inc. | 6,187 | $84.1 萬 | 0.03% | +683+12.4% | 加碼 |
| Ausdal Financial Partners, Inc. | 6,164 | $83.9 萬 | 0.04% | +320+5.5% | 加碼 |
| Valmark Advisers, Inc. | 6,163 | $83.8 萬 | 0.01% | −194−3.1% | 減碼 |
| Heck Capital Advisors, LLC | 6,124 | $83.3 萬 | 0.06% | +75+1.2% | 加碼 |
| Wealth Advisory Solutions, LLC | 6,069 | $82.6 萬 | 0.20% | −40−0.7% | 減碼 |
| Mission Wealth Management, LP | 6,050 | $82.3 萬 | 0.02% | +28+0.5% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,049 | $81.9 萬 | 0.10% | +806+15.4% | 加碼 |
| Strategic Financial Services, Inc, | 5,997 | $81.6 萬 | 0.04% | +20.0% | 加碼 |
| Perigon Wealth Management, LLC | 5,994 | $81.5 萬 | 0.02% | +2,271+61.0% | 加碼 |
| AlphaCore Capital LLC | 5,967 | $81.2 萬 | 0.03% | +1,185+24.8% | 加碼 |
| Fiduciary Alliance LLC | 5,957 | $81.0 萬 | 0.05% | −677−10.2% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $80.8 萬 | 0.14% | 00.0% | 不變 |
| Philip James Wealth Mangement, LLC | 5,926 | $80.6 萬 | 0.09% | −398−6.3% | 減碼 |
| Group One Trading, L.P. | 5,906 | $80.3 萬 | 0.02% | +4,639+366.1% | 加碼 |
| EPG Wealth Management LLC | 5,885 | $80.1 萬 | 0.22% | +433+7.9% | 加碼 |
| Siemens Fonds Invest GmbH | 5,871 | $79.9 萬 | 0.04% | −3,310−36.1% | 減碼 |
| Sagespring Wealth Partners, LLC | 5,852 | $79.6 萬 | 0.02% | +119+2.1% | 加碼 |
| Keynote Financial Services LLC | 5,825 | $79.2 萬 | 0.48% | 00.0% | 不變 |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,792 | $78.8 萬 | 0.05% | +5,792 | 新進 |
| Coastal Bridge Advisors, LLC | 5,779 | $78.6 萬 | 0.06% | −987−14.6% | 減碼 |
| XTX Topco Ltd | 5,769 | $78.5 萬 | 0.04% | +5,769 | 新進 |
| Camden Capital, LLC | 5,756 | $78.3 萬 | 0.05% | −52−0.9% | 減碼 |
| Danske Bank A/S | 5,739 | $78.1 萬 | 0.00% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 5,726 | $77.9 萬 | 0.22% | −15−0.3% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $77.6 萬 | 0.12% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 5,678 | $77.2 萬 | 0.15% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 5,663 | $77.0 萬 | 0.14% | −423−7.0% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,658 | $77.0 萬 | 0.10% | +637+12.7% | 加碼 |
| Pinnacle Financial Partners Inc | 5,648 | $76.8 萬 | 0.02% | −1,175−17.2% | 減碼 |
| Drucker Wealth 3.0, LLC | 5,642 | $76.7 萬 | 0.14% | +2,368+72.3% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 5,616 | $76.4 萬 | 0.33% | −162−2.8% | 減碼 |
| Abundance Wealth Counselors | 5,608 | $76.3 萬 | 0.13% | +141+2.6% | 加碼 |
| Whitener Capital Management, Inc. | 5,594 | $76.1 萬 | 0.18% | +60+1.1% | 加碼 |
| Machina Capital S.A.S. | 5,564 | $75.7 萬 | 0.13% | −14,670−72.5% | 減碼 |
| LVZ Advisors, Inc. | 5,563 | $75.7 萬 | 0.09% | −80−1.4% | 減碼 |
| Caerus Investment Advisors, LLC | 5,534 | $75.3 萬 | 0.31% | +5,534 | 新進 |
| Essex Financial Services, Inc. | 5,521 | $75.1 萬 | 0.04% | +57+1.0% | 加碼 |
| Norden Group LLC | 5,517 | $75.0 萬 | 0.08% | +213+4.0% | 加碼 |
| Bridges Investment Management Inc | 5,467 | $74.4 萬 | 0.01% | +1,010+22.7% | 加碼 |
| Petros Family Wealth, LLC | 5,451 | $74.1 萬 | 0.62% | +411+8.2% | 加碼 |
| Endeavor Private Wealth, Inc. | 5,448 | $74.1 萬 | 0.23% | +211+4.0% | 加碼 |
| Tred Avon Family Wealth, LLC | 5,414 | $73.6 萬 | 0.25% | +5,414 | 新進 |
| Montecito Bank & Trust | 5,402 | $73.5 萬 | 0.11% | +5,402 | 新進 |
| Doheny Asset Management | 5,379 | $73.2 萬 | 0.46% | 00.0% | 不變 |
| Essex Savings Bank | 5,373 | $73.1 萬 | 0.16% | −17−0.3% | 減碼 |
| Ci Investments Inc. | 5,368 | $73.0 萬 | 0.00% | −15,058−73.7% | 減碼 |
| Davis Investment Partners, LLC | 5,421 | $73.0 萬 | 0.25% | −509−8.6% | 減碼 |
| Everpar Advisors LLC | 5,357 | $72.9 萬 | 0.29% | +11+0.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,348 | $72.7 萬 | 0.04% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,465 | $72.7 萬 | 0.02% | −68−1.2% | 減碼 |
| Westhampton Capital, LLC | 5,340 | $72.6 萬 | 0.35% | 00.0% | 不變 |
| Basepoint Wealth LLC | 5,303 | $72.1 萬 | 0.51% | −25−0.5% | 減碼 |
| Trust Co of Toledo NA | 5,285 | $71.9 萬 | 0.07% | −78−1.5% | 減碼 |
| Weatherly Asset Management L. P. | 5,281 | $71.8 萬 | 0.06% | −84−1.6% | 減碼 |
| Valley Brook Capital Group | 5,276 | $71.8 萬 | 0.48% | −474−8.2% | 減碼 |
| Bank of Hawaii | 5,275 | $71.8 萬 | 0.04% | −730−12.2% | 減碼 |
| FORA Capital, LLC | 5,238 | $71.2 萬 | 0.13% | +5,238 | 新進 |
| Joel Isaacson & Co., LLC | 5,217 | $71.0 萬 | 0.03% | +2,000+62.2% | 加碼 |
| 5T Wealth, LLC | 5,203 | $70.8 萬 | 0.31% | +59+1.1% | 加碼 |
| Atlas Legacy Advisors, LLC | 5,197 | $70.7 萬 | 0.14% | +543+11.7% | 加碼 |
| Volterra Technologies LP | 5,191 | $70.6 萬 | 0.47% | +5,191 | 新進 |
| Baring Financial LLC | 5,184 | $70.5 萬 | 0.48% | −100−1.9% | 減碼 |
| Syon Capital LLC | 5,153 | $70.1 萬 | 0.04% | +1,312+34.2% | 加碼 |
| Checchi Capital Advisers, LLC | 5,142 | $69.9 萬 | 0.05% | −479−8.5% | 減碼 |
| Simplicity Wealth,LLC | 5,125 | $69.7 萬 | 0.04% | +641+14.3% | 加碼 |
| Old North State Trust, LLC | 5,112 | $69.5 萬 | 0.42% | +352+7.4% | 加碼 |
| Linscomb & Williams, Inc. | 5,096 | $69.3 萬 | 0.03% | +6+0.1% | 加碼 |
| CFS Investment Advisory Services, LLC | 5,135 | $69.3 萬 | 0.05% | +222+4.5% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,091 | $69.2 萬 | 0.05% | +9+0.2% | 加碼 |
| Rathbone Brothers plc | 5,085 | $69.2 萬 | 0.00% | −700−12.1% | 減碼 |
| Worth Financial Advisory Group, LLC | 5,084 | $69.1 萬 | 0.39% | −19−0.4% | 減碼 |
| Callan Family Office, LLC | 5,072 | $69.0 萬 | 0.02% | −202−3.8% | 減碼 |
| Purkiss Capital Advisors LLC | 5,072 | $69.0 萬 | 0.33% | +824+19.4% | 加碼 |
| Tradewinds, LLC. | 5,063 | $68.9 萬 | 0.17% | +5,063 | 新進 |
| Rexford Capital Inc | 5,057 | $68.8 萬 | 0.53% | −94−1.8% | 減碼 |
| Aaron Wealth Advisors | 5,056 | $68.8 萬 | 0.04% | +1,301+34.6% | 加碼 |
| Rosenberg Matthew Hamilton | 5,047 | $68.6 萬 | 0.15% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 5,037 | $68.5 萬 | 0.03% | +88+1.8% | 加碼 |
| Augustine Asset Management Inc | 5,013 | $68.2 萬 | 0.14% | 00.0% | 不變 |
| Moment Partners, LLC | 5,009 | $68.1 萬 | 0.12% | +51+1.0% | 加碼 |
| Hennessy Advisors Inc | 5,000 | $68.0 萬 | 0.02% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 5,000 | $68.0 萬 | 0.05% | 00.0% | 不變 |
| Cito Capital Group, LLC | 5,000 | $68.0 萬 | 0.20% | 00.0% | 不變 |
| LRT Capital Management, LLC | 4,986 | $67.8 萬 | 0.45% | −17,043−77.4% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,981 | $67.8 萬 | 0.12% | +101+2.1% | 加碼 |
| Garrison Point Advisors, LLC | 4,980 | $67.7 萬 | 0.28% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 4,966 | $67.5 萬 | 0.02% | −932−15.8% | 減碼 |
| Evergreen Capital Management LLC | 4,958 | $67.4 萬 | 0.02% | +475+10.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,948 | $67.3 萬 | 0.10% | −523−9.6% | 減碼 |
| Transcend Wealth Collective, LLC | 4,938 | $67.2 萬 | 0.05% | +2,328+89.2% | 加碼 |