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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 5,233 | $67.5 萬 | 0.10% | −470−8.2% | 減碼 |
| CFS Investment Advisory Services, LLC | 5,236 | $67.6 萬 | 0.05% | +101+2.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,255 | $67.8 萬 | 0.02% | −1,510−22.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 5,269 | $68.0 萬 | 0.03% | −79−1.5% | 減碼 |
| Richwood Investment Advisors, LLC | 4,310 | $68.0 萬 | 0.49% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 5,282 | $68.2 萬 | 0.05% | +10.0% | 加碼 |
| Trust Co of Toledo NA | 5,285 | $68.2 萬 | 0.07% | 00.0% | 不變 |
| Cowa, LLC | 5,194 | $68.3 萬 | 0.21% | −2,641−33.7% | 減碼 |
| Drive Wealth Management, LLC | 5,314 | $68.6 萬 | 0.13% | +1,389+35.4% | 加碼 |
| Syon Capital LLC | 5,314 | $68.6 萬 | 0.03% | +161+3.1% | 加碼 |
| Waddell & Associates, LLC | 5,314 | $68.6 萬 | 0.05% | +2,405+82.7% | 加碼 |
| Mather Group, LLC. | 5,335 | $68.8 萬 | 0.01% | −1,576−22.8% | 減碼 |
| Doheny Asset Management | 5,379 | $69.4 萬 | 0.42% | 00.0% | 不變 |
| Tred Avon Family Wealth, LLC | 5,414 | $69.9 萬 | 0.23% | 00.0% | 不變 |
| Martingale Asset Management L P | 5,423 | $70.0 萬 | 0.02% | +1,120+26.0% | 加碼 |
| Davis Investment Partners, LLC | 5,360 | $70.0 萬 | 0.24% | −61−1.1% | 減碼 |
| Evoke Wealth, LLC | 5,427 | $70.0 萬 | 0.01% | +1,040+23.7% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 5,612 | $70.1 萬 | 0.06% | +5,612 | 新進 |
| Simplicity Wealth,LLC | 5,438 | $70.2 萬 | 0.04% | +313+6.1% | 加碼 |
| Trust Co of Vermont | 5,455 | $70.4 萬 | 0.03% | +893+19.6% | 加碼 |
| Essex Savings Bank | 5,468 | $70.6 萬 | 0.15% | +95+1.8% | 加碼 |
| Montecito Bank & Trust | 5,477 | $70.7 萬 | 0.11% | +75+1.4% | 加碼 |
| Mirabella Financial Services LLP | 5,483 | $70.8 萬 | 0.07% | +5,483 | 新進 |
| Camden Capital, LLC | 5,490 | $70.8 萬 | 0.04% | −266−4.6% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 5,495 | $70.9 萬 | 0.28% | −121−2.2% | 減碼 |
| Joel Isaacson & Co., LLC | 5,508 | $71.1 萬 | 0.02% | +291+5.6% | 加碼 |
| Sunbelt Securities, Inc. | 5,527 | $71.3 萬 | 0.05% | −690−11.1% | 減碼 |
| Atlas Legacy Advisors, LLC | 5,504 | $71.4 萬 | 0.13% | +307+5.9% | 加碼 |
| Angeles Wealth Management, LLC | 5,543 | $71.5 萬 | 0.04% | +1,428+34.7% | 加碼 |
| LVZ Advisors, Inc. | 5,571 | $71.9 萬 | 0.08% | +8+0.1% | 加碼 |
| Bank of Hawaii | 5,574 | $71.9 萬 | 0.04% | +299+5.7% | 加碼 |
| Stevens Capital Management LP | 5,587 | $72.1 萬 | 0.25% | −3,246−36.7% | 減碼 |
| J. Safra Sarasin Holding AG | 5,608 | $72.4 萬 | 0.01% | +733+15.0% | 加碼 |
| Saturna Capital CORP | 5,624 | $72.6 萬 | 0.01% | +1,843+48.7% | 加碼 |
| Perpetual Ltd | 5,635 | $72.7 萬 | 0.01% | +3,011+114.7% | 加碼 |
| Exchange Traded Concepts, LLC | 5,646 | $72.9 萬 | 0.01% | −1,630−22.4% | 減碼 |
| Veratis Advisors, Inc. | 4,634 | $73.0 萬 | 0.58% | +4,634 | 新進 |
| Baker Ellis Asset Management LLC | 5,654 | $73.0 萬 | 0.09% | −940−14.3% | 減碼 |
| Abundance Wealth Counselors | 5,658 | $73.0 萬 | 0.12% | +50+0.9% | 加碼 |
| Soltis Investment Advisors LLC | 5,662 | $73.1 萬 | 0.05% | +2,945+108.4% | 加碼 |
| Old North State Trust, LLC | 5,664 | $73.1 萬 | 0.43% | +552+10.8% | 加碼 |
| First National Bank & Trust Co of Newtown | 5,678 | $73.3 萬 | 0.13% | 00.0% | 不變 |
| Aaron Wealth Advisors | 5,681 | $73.3 萬 | 0.04% | +625+12.4% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,726 | $73.9 萬 | 0.20% | 00.0% | 不變 |
| NorthRock Partners, LLC | 5,733 | $74.0 萬 | 0.01% | −3,789−39.8% | 減碼 |
| Tyche Wealth Partners LLC | 5,763 | $74.4 萬 | 0.12% | +100+1.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,465 | $74.7 萬 | 0.02% | 00.0% | 不變 |
| Keynote Financial Services LLC | 5,791 | $74.7 萬 | 0.42% | −34−0.6% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,792 | $74.7 萬 | 0.04% | 00.0% | 不變 |
| EPG Wealth Management LLC | 5,818 | $75.1 萬 | 0.20% | −67−1.1% | 減碼 |
| VestGen Advisors, LLC | 5,835 | $75.3 萬 | 0.03% | +2,986+104.8% | 加碼 |
| Whitener Capital Management, Inc. | 5,844 | $75.4 萬 | 0.17% | +250+4.5% | 加碼 |
| Integrated Advisors Network LLC | 5,844 | $75.4 萬 | 0.03% | −1,308−18.3% | 減碼 |
| Philip James Wealth Mangement, LLC | 5,871 | $75.8 萬 | 0.09% | −55−0.9% | 減碼 |
| Norden Group LLC | 5,885 | $75.9 萬 | 0.07% | +368+6.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 5,891 | $76.0 萬 | 0.06% | +112+1.9% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $76.6 萬 | 0.14% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 5,973 | $77.1 萬 | 0.05% | +16+0.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 6,011 | $77.6 萬 | 0.04% | −27,554−82.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,000 | $77.7 萬 | 0.10% | −49−0.8% | 減碼 |
| Transcend Wealth Collective, LLC | 6,039 | $77.9 萬 | 0.06% | +1,101+22.3% | 加碼 |
| Heck Capital Advisors, LLC | 6,049 | $78.1 萬 | 0.06% | −75−1.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,049 | $78.1 萬 | 0.04% | −115−1.9% | 減碼 |
| QTR Family Wealth, LLC | 5,023 | $79.0 萬 | 0.35% | +877+21.2% | 加碼 |
| Financial Advisory Service, Inc. | 6,132 | $79.1 萬 | 0.05% | +1,253+25.7% | 加碼 |
| Probity Advisors, Inc. | 6,166 | $79.6 萬 | 0.13% | −322−5.0% | 減碼 |
| Valmark Advisers, Inc. | 6,197 | $80.0 萬 | 0.01% | +34+0.6% | 加碼 |
| South Street Advisors LLC | 6,200 | $80.0 萬 | 0.11% | 00.0% | 不變 |
| Allen Capital Group, LLC | 6,213 | $80.2 萬 | 0.07% | 00.0% | 不變 |
| 1st Source Bank | 6,221 | $80.3 萬 | 0.04% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 6,234 | $80.4 萬 | 0.01% | +382+6.5% | 加碼 |
| American Financial Group Inc | 6,250 | $80.7 萬 | 0.29% | 00.0% | 不變 |
| Endeavor Private Wealth, Inc. | 6,259 | $80.8 萬 | 0.23% | +811+14.9% | 加碼 |
| Panagora Asset Management Inc | 6,293 | $81.2 萬 | 0.00% | +3,574+131.4% | 加碼 |
| Peoples Bank | 6,299 | $81.3 萬 | 0.50% | 00.0% | 不變 |
| TCW Group Inc | 6,327 | $81.6 萬 | 0.01% | +6,327 | 新進 |
| Drucker Wealth 3.0, LLC | 6,336 | $81.8 萬 | 0.14% | +694+12.3% | 加碼 |
| Fairfield, Bush & Co. | 6,353 | $82.0 萬 | 0.43% | −313−4.7% | 減碼 |
| Change Path, LLC | 6,358 | $82.0 萬 | 0.02% | +2,347+58.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,363 | $82.1 萬 | 0.33% | −153−2.3% | 減碼 |
| Confluence Wealth Services, Inc. | 6,367 | $82.2 萬 | 0.03% | −242−3.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 6,374 | $82.3 萬 | 0.06% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 6,395 | $82.5 萬 | 0.02% | +208+3.4% | 加碼 |
| Private Trust Co NA | 6,398 | $82.6 萬 | 0.07% | +100+1.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 6,400 | $82.6 萬 | 0.02% | −1,300−16.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,443 | $83.1 萬 | 0.04% | −8−0.1% | 減碼 |
| Miller Investment Management, LP | 6,500 | $83.9 萬 | 0.08% | 00.0% | 不變 |
| MCF Advisors LLC | 6,507 | $84.0 萬 | 0.05% | +99+1.5% | 加碼 |
| Heritage Wealth Management, Inc. | 6,561 | $84.7 萬 | 0.24% | −150−2.2% | 減碼 |
| Essex Financial Services, Inc. | 6,564 | $84.7 萬 | 0.05% | +1,043+18.9% | 加碼 |
| America First Investment Advisors, LLC | 6,580 | $84.9 萬 | 0.15% | 00.0% | 不變 |
| Mairs & Power Inc | 6,604 | $85.2 萬 | 0.01% | −39−0.6% | 減碼 |
| Aviance Capital Partners, LLC | 6,604 | $85.2 萬 | 0.10% | +31+0.5% | 加碼 |
| Rathbone Brothers plc | 6,605 | $85.2 萬 | 0.00% | +1,520+29.9% | 加碼 |
| Kingswood Wealth Advisors, LLC | 6,606 | $85.2 萬 | 0.04% | +4,719+250.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,611 | $85.3 萬 | 0.06% | +3,147+90.8% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 6,618 | $85.4 萬 | 0.11% | +6,618 | 新進 |
| Brevan Howard Capital Management LP | 6,628 | $85.5 萬 | 0.02% | −7,672−53.7% | 減碼 |
| Nikko Asset Management Americas, Inc. | 6,639 | $85.7 萬 | 0.01% | −65−1.0% | 減碼 |
| Retirement Investment Advisors, Inc. | 6,687 | $86.3 萬 | 0.07% | 00.0% | 不變 |