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 4 季 13F 持有人
Phillips 66 在 2025/12/31 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
- 1,904
- 較 2025 年第 3 季 +100 家
- 持有股數
- 3.09 億
- 較 2025 年第 3 季 +454.4 萬 (+1.5%)
- 總市值
- $399.1 億
- 較 2025 年第 3 季 −$15.3 億 (−3.7%)
- 新進機構
- 225
- 另有 699 家加碼
- 清倉機構
- 125
- 另有 626 家減碼
另有 34 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 4,079 | $52.6 萬 | 0.01% | −5−0.1% | 減碼 |
| Busey Wealth Management | 4,086 | $52.7 萬 | 0.01% | +631+18.3% | 加碼 |
| FineMark National Bank & Trust | 4,093 | $52.8 萬 | 0.02% | −169−4.0% | 減碼 |
| Modera Wealth Management, LLC | 4,093 | $52.8 萬 | 0.01% | −19−0.5% | 減碼 |
| Manning & Napier Advisors LLC | 4,079 | $52.8 萬 | 0.01% | −5,503−57.4% | 減碼 |
| Alchemi Wealth, LLC | 4,097 | $52.9 萬 | 0.29% | +4,097 | 新進 |
| Biltmore Wealth Management, LLC | 4,099 | $52.9 萬 | 0.20% | +26+0.6% | 加碼 |
| CX Institutional | 4,107 | $53.0 萬 | 0.02% | −85−2.0% | 減碼 |
| Burford Brothers, Inc. | 4,123 | $53.2 萬 | 0.22% | +20.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,127 | $53.3 萬 | 0.00% | +4,127 | 新進 |
| Patron Partners Advisors, LLC | 4,133 | $53.3 萬 | 0.24% | −209−4.8% | 減碼 |
| SAM Advisors, LLC | 4,136 | $53.4 萬 | 0.17% | 00.0% | 不變 |
| Mill Capital Management, LLC | 4,144 | $53.5 萬 | 0.04% | 00.0% | 不變 |
| Simplex Trading, LLC | 4,155 | $53.6 萬 | 0.02% | −18,927−82.0% | 減碼 |
| Means Investment Co., Inc. | 4,170 | $53.8 萬 | 0.05% | +10.0% | 加碼 |
| Annex Advisory Services, LLC | 4,176 | $53.9 萬 | 0.01% | −437−9.5% | 減碼 |
| Palisade Asset Management, LLC | 4,210 | $54.3 萬 | 0.05% | −178−4.1% | 減碼 |
| Quest Partners LLC | 4,220 | $54.5 萬 | 0.03% | −303−6.7% | 減碼 |
| Jackson Thornton Asset Management, LLC | 3,985 | $54.5 萬 | 0.05% | +422+11.8% | 加碼 |
| Smartleaf Asset Management LLC | 4,207 | $54.5 萬 | 0.02% | +349+9.0% | 加碼 |
| Boothbay Fund Management, LLC | 4,225 | $54.5 萬 | 0.01% | +534+14.5% | 加碼 |
| Johnson & White Wealth Management, LLC | 4,235 | $54.6 萬 | 0.24% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 4,236 | $54.7 萬 | 0.08% | +83+2.0% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,237 | $54.7 萬 | 0.27% | +100+2.4% | 加碼 |
| Argyle Capital Partners, LLC | 4,247 | $54.8 萬 | 0.40% | −36−0.8% | 減碼 |
| Moment Partners, LLC | 4,261 | $55.0 萬 | 0.11% | −748−14.9% | 減碼 |
| Ci Investments Inc. | 4,264 | $55.0 萬 | 0.00% | −1,104−20.6% | 減碼 |
| Empire Financial Management Company, LLC | 4,276 | $55.2 萬 | 0.12% | +100+2.4% | 加碼 |
| Bennett Associates Wealth Management | 4,327 | $55.8 萬 | 0.39% | −121−2.7% | 減碼 |
| Islay Capital Management, LLC | 4,335 | $55.9 萬 | 0.33% | 00.0% | 不變 |
| waypoint wealth counsel | 4,348 | $56.1 萬 | 0.21% | +549+14.5% | 加碼 |
| Western Wealth Management, LLC | 4,376 | $56.5 萬 | 0.03% | +276+6.7% | 加碼 |
| Impact Partnership Wealth, LLC | 4,383 | $56.6 萬 | 0.07% | +4,383 | 新進 |
| WP Advisors, LLC | 4,389 | $56.6 萬 | 0.14% | −118−2.6% | 減碼 |
| Basepoint Wealth LLC | 4,393 | $56.7 萬 | 0.34% | −910−17.2% | 減碼 |
| LVM Capital Management Ltd | 4,395 | $56.7 萬 | 0.05% | −200−4.4% | 減碼 |
| Quantbot Technologies LP | 4,396 | $56.7 萬 | 0.02% | −13,303−75.2% | 減碼 |
| Focus Financial Network, Inc. | 4,422 | $57.1 萬 | 0.02% | +35+0.8% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 4,423 | $57.1 萬 | 0.03% | +4,423 | 新進 |
| Guardian Wealth Management, Inc. | 4,433 | $57.2 萬 | 0.34% | −49−1.1% | 減碼 |
| Armor Investment Advisors, LLC | 4,439 | $57.3 萬 | 0.21% | −416−8.6% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,444 | $57.3 萬 | 0.16% | +14+0.3% | 加碼 |
| Charter Trust Co | 4,445 | $57.4 萬 | 0.03% | −167−3.6% | 減碼 |
| Lincoln Capital LLC | 4,460 | $57.6 萬 | 0.10% | +168+3.9% | 加碼 |
| Wealth Advisory Solutions, LLC | 4,479 | $57.8 萬 | 0.13% | −1,590−26.2% | 減碼 |
| Veracity Capital LLC | 4,480 | $57.8 萬 | 0.17% | +19+0.4% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,504 | $58.1 萬 | 0.03% | +207+4.8% | 加碼 |
| GWN Securities Inc. | 4,512 | $58.2 萬 | 0.12% | +532+13.4% | 加碼 |
| GTS Securities LLC | 4,532 | $58.5 萬 | 0.02% | +4,532 | 新進 |
| AlphaGrep UK Ltd | 4,571 | $59.0 萬 | 0.20% | +4,571 | 新進 |
| B&L Asset Management LLC | 4,598 | $59.3 萬 | 0.27% | +1,328+40.6% | 加碼 |
| KCM Investment Advisors LLC | 4,600 | $59.4 萬 | 0.02% | −36−0.8% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,610 | $59.5 萬 | 0.08% | −1,048−18.5% | 減碼 |
| 5T Wealth, LLC | 4,631 | $59.8 萬 | 0.24% | −572−11.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,631 | $59.8 萬 | 0.06% | −90−1.9% | 減碼 |
| AMG National Trust Bank | 4,682 | $60.4 萬 | 0.01% | 00.0% | 不變 |
| Nippon Life Global Investors Americas, Inc. | 4,730 | $61.0 萬 | 0.03% | +30+0.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 4,732 | $61.1 萬 | 0.02% | +1,632+52.6% | 加碼 |
| Gryphon Financial Partners LLC | 4,736 | $61.1 萬 | 0.07% | +429+10.0% | 加碼 |
| Investors Research Corp | 4,776 | $61.6 萬 | 0.11% | 00.0% | 不變 |
| Whittier Trust Co | 4,516 | $61.7 萬 | 0.01% | 00.0% | 不變 |
| Tradewinds, LLC. | 4,786 | $61.8 萬 | 0.15% | −277−5.5% | 減碼 |
| NVWM, LLC | 4,792 | $61.8 萬 | 0.13% | +67+1.4% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,793 | $61.8 萬 | 0.05% | +2,397+100.0% | 加碼 |
| Fidelis Capital Partners, LLC | 4,847 | $62.5 萬 | 0.05% | +281+6.2% | 加碼 |
| StoneX Group Inc. | 4,860 | $62.7 萬 | 0.03% | −1,798−27.0% | 減碼 |
| Dearborn Partners LLC | 4,872 | $62.9 萬 | 0.03% | +57+1.2% | 加碼 |
| Everpar Advisors LLC | 4,902 | $63.3 萬 | 0.23% | −455−8.5% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,599 | $63.4 萬 | 0.22% | +21+0.5% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,922 | $63.5 萬 | 0.11% | −59−1.2% | 減碼 |
| Adviser Investments LLC | 4,930 | $63.6 萬 | 0.01% | +588+13.5% | 加碼 |
| Autumn Glory Partners, LLC | 4,943 | $63.8 萬 | 0.22% | +253+5.4% | 加碼 |
| Venturi Wealth Management, LLC | 4,953 | $63.9 萬 | 0.03% | −84−1.7% | 減碼 |
| Massmutual Trust Co FSB | 4,964 | $64.1 萬 | 0.02% | −20.0% | 減碼 |
| Garrison Point Advisors, LLC | 4,980 | $64.3 萬 | 0.28% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 4,989 | $64.4 萬 | 0.06% | +341+7.3% | 加碼 |
| Modern Wealth Management, LLC | 4,991 | $64.4 萬 | 0.01% | +554+12.5% | 加碼 |
| Kuhn & Co Investment Counsel | 4,994 | $64.4 萬 | 0.43% | +1,209+31.9% | 加碼 |
| Cito Capital Group, LLC | 5,000 | $64.5 萬 | 0.19% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 5,000 | $64.5 萬 | 0.03% | 00.0% | 不變 |
| Centiva Capital, LP | 5,000 | $64.5 萬 | 0.04% | +5,000 | 新進 |
| Augustine Asset Management Inc | 5,013 | $64.7 萬 | 0.13% | 00.0% | 不變 |
| Ostrum Asset Management | 5,014 | $64.7 萬 | 0.03% | −1,662−24.9% | 減碼 |
| Rosenberg Matthew Hamilton | 5,020 | $64.8 萬 | 0.13% | −27−0.5% | 減碼 |
| Valley Brook Capital Group | 5,028 | $64.9 萬 | 0.43% | −248−4.7% | 減碼 |
| Purkiss Capital Advisors LLC | 5,032 | $64.9 萬 | 0.30% | −40−0.8% | 減碼 |
| Rexford Capital Inc | 5,046 | $65.1 萬 | 0.49% | −11−0.2% | 減碼 |
| Bridges Investment Management Inc | 5,077 | $65.5 萬 | 0.01% | −390−7.1% | 減碼 |
| Worth Financial Advisory Group, LLC | 5,084 | $65.6 萬 | 0.32% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 5,090 | $65.7 萬 | 0.03% | −6−0.1% | 減碼 |
| Advisor OS, LLC | 5,125 | $66.1 萬 | 0.05% | +566+12.4% | 加碼 |
| Leonteq Securities AG | 5,136 | $66.3 萬 | 0.04% | +2,929+132.7% | 加碼 |
| Checchi Capital Advisers, LLC | 5,144 | $66.4 萬 | 0.05% | +20.0% | 加碼 |
| Atom Investors LP | 5,166 | $66.7 萬 | 0.05% | −1,211−19.0% | 減碼 |
| Baring Financial LLC | 5,167 | $66.7 萬 | 0.41% | −17−0.3% | 減碼 |
| SummitTX Capital, L.P. | 5,168 | $66.7 萬 | 0.02% | +5,168 | 新進 |
| Cornerstone Wealth Group, LLC | 5,172 | $66.7 萬 | 0.05% | +81+1.6% | 加碼 |
| Westhampton Capital, LLC | 5,190 | $67.0 萬 | 0.32% | −150−2.8% | 減碼 |
| Gallagher Capital Advisors, LLC | 35,857 | $67.1 萬 | 0.43% | +33,986+1,816.5% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,206 | $67.2 萬 | 0.10% | +258+5.2% | 加碼 |