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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 6,789 | $87.6 萬 | 0.01% | −75−1.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,818 | $88.0 萬 | 0.04% | −932−12.0% | 減碼 |
| Csenge Advisory Group | 6,832 | $88.2 萬 | 0.04% | +280+4.3% | 加碼 |
| First National Trust Co | 6,841 | $88.3 萬 | 0.03% | +101+1.5% | 加碼 |
| WealthTrust Axiom LLC | 6,852 | $88.4 萬 | 0.23% | +4+0.1% | 加碼 |
| Boston Trust Walden Corp | 6,860 | $88.5 萬 | 0.01% | 00.0% | 不變 |
| Garrett Wealth Advisory Group, LLC | 6,871 | $88.7 萬 | 0.17% | +213+3.2% | 加碼 |
| Tema ETFs LLC | 6,891 | $88.9 萬 | 0.07% | −20−0.3% | 減碼 |
| Vanguard Capital Wealth Advisors | 6,898 | $89.0 萬 | 0.71% | −797−10.4% | 減碼 |
| Hunter Associates Investment Management LLC | 6,902 | $89.2 萬 | 0.12% | +125+1.8% | 加碼 |
| Corsicana & Co. | 6,922 | $89.3 萬 | 0.50% | −180−2.5% | 減碼 |
| Welch & Forbes LLC | 6,946 | $89.6 萬 | 0.01% | −177−2.5% | 減碼 |
| Sivia Capital Partners, LLC | 6,958 | $89.8 萬 | 0.18% | +2,950+73.6% | 加碼 |
| SBI Okasan Asset Management Co.Ltd. | 7,000 | $90.0 萬 | 0.05% | +7,000 | 新進 |
| Campbell Capital Management Inc | 7,000 | $90.3 萬 | 0.31% | +7,000 | 新進 |
| Strategic Advisors LLC | 7,014 | $90.5 萬 | 0.14% | +5+0.1% | 加碼 |
| Peapack Gladstone Financial Corp | 7,037 | $90.8 萬 | 0.01% | +20+0.3% | 加碼 |
| Chicago Trust Co NA | 7,077 | $91.3 萬 | 0.14% | +380+5.7% | 加碼 |
| Cladis Investment Advisory, LLC | 7,078 | $91.3 萬 | 0.50% | +200+2.9% | 加碼 |
| HighPoint Advisor Group LLC | 7,083 | $91.4 萬 | 0.02% | +199+2.9% | 加碼 |
| Mission Wealth Management, LP | 7,094 | $91.5 萬 | 0.02% | +1,044+17.3% | 加碼 |
| Mangrove Partners | 7,119 | $91.9 萬 | 0.07% | +7,119 | 新進 |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $91.9 萬 | 0.53% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 5,857 | $92.4 萬 | 0.04% | −140−2.3% | 減碼 |
| Perryman Financial Advisory Inc | 7,190 | $92.8 萬 | 0.14% | +7,190 | 新進 |
| Alta Capital Management LLC | 7,231 | $93.3 萬 | 0.06% | −3,170−30.5% | 減碼 |
| Institute for Wealth Management, LLC. | 7,238 | $93.4 萬 | 0.10% | −22−0.3% | 減碼 |
| LRT Capital Management, LLC | 7,257 | $93.6 萬 | 0.80% | +2,271+45.5% | 加碼 |
| Resources Management Corp | 7,273 | $93.9 萬 | 0.12% | −760−9.5% | 減碼 |
| Perigon Wealth Management, LLC | 7,327 | $94.5 萬 | 0.02% | +1,333+22.2% | 加碼 |
| Assetmark, Inc | 7,360 | $95.0 萬 | 0.00% | +4,069+123.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 7,373 | $95.1 萬 | 0.05% | +61+0.8% | 加碼 |
| Regal Investment Advisors LLC | 7,403 | $95.5 萬 | 0.06% | −507−6.4% | 減碼 |
| Petros Family Wealth, LLC | 7,416 | $95.7 萬 | 0.64% | +1,965+36.0% | 加碼 |
| Fiduciary Group LLC | 7,434 | $95.9 萬 | 0.08% | −20−0.3% | 減碼 |
| First Citizens Bank & Trust Co | 7,438 | $96.0 萬 | 0.02% | +3,764+102.4% | 加碼 |
| Patten Group, Inc. | 7,457 | $96.2 萬 | 0.18% | −1,676−18.4% | 減碼 |
| Verition Fund Management LLC | 7,462 | $96.3 萬 | 0.01% | −95,565−92.8% | 減碼 |
| Machina Capital S.A.S. | 7,514 | $97.0 萬 | 0.19% | +1,950+35.0% | 加碼 |
| Bellecapital International Ltd. | 7,536 | $97.2 萬 | 0.17% | +4,453+144.4% | 加碼 |
| Vestcor Inc | 7,544 | $97.3 萬 | 0.03% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 7,578 | $97.8 萬 | 0.45% | −28−0.4% | 減碼 |
| Friedenthal Financial | 7,589 | $97.9 萬 | 0.50% | +7,434+4,796.1% | 加碼 |
| Eagle Global Advisors LLC | 7,629 | $98.4 萬 | 0.04% | 00.0% | 不變 |
| FIL Ltd | 7,740 | $99.9 萬 | 0.00% | +5,389+229.2% | 加碼 |
| Glenview Trust Co | 7,755 | $100.1 萬 | 0.02% | −480−5.8% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 7,768 | $100.2 萬 | 0.27% | −83−1.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,814 | $100.8 萬 | 0.07% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 7,340 | $101.5 萬 | 0.03% | −318−4.2% | 減碼 |
| AA Financial Advisors, LLC | 7,873 | $101.6 萬 | 0.19% | −231−2.9% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 7,893 | $101.9 萬 | 0.22% | −175−2.2% | 減碼 |
| Naviter Wealth, LLC | 7,916 | $102.1 萬 | 0.13% | −354−4.3% | 減碼 |
| BWM Planning, LLC | 7,929 | $102.3 萬 | 0.27% | 00.0% | 不變 |
| Westmount Partners, LLC | 7,934 | $102.4 萬 | 0.26% | −7−0.1% | 減碼 |
| Danske Bank A/S | 7,939 | $102.4 萬 | 0.00% | +2,200+38.3% | 加碼 |
| SCS Capital Management LLC | 7,979 | $103.0 萬 | 0.01% | +132+1.7% | 加碼 |
| Searle & Co. | 8,017 | $103.5 萬 | 0.27% | 00.0% | 不變 |
| Arvest Bank Trust Division | 8,024 | $103.5 萬 | 0.06% | +208+2.7% | 加碼 |
| Barry Investment Advisors, LLC | 8,099 | $104.5 萬 | 0.23% | +27+0.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 8,110 | $104.7 萬 | 0.04% | +48+0.6% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 8,113 | $104.7 萬 | 0.18% | −88−1.1% | 減碼 |
| Caerus Investment Advisors, LLC | 8,148 | $105.1 萬 | 0.35% | +2,614+47.2% | 加碼 |
| Stegent Equity Advisors, Inc. | 8,157 | $105.3 萬 | 0.82% | 00.0% | 不變 |
| Argent Trust Co | 8,172 | $105.5 萬 | 0.04% | −252−3.0% | 減碼 |
| David Loasby | 7,610 | $105.7 萬 | 0.07% | +373+5.2% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 8,190 | $105.7 萬 | 0.20% | +51+0.6% | 加碼 |
| Citizens Financial Group Inc | 8,238 | $106.3 萬 | 0.01% | −3,126−27.5% | 減碼 |
| JBR Co Financial Management Inc | 8,248 | $106.4 萬 | 0.45% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 8,257 | $106.6 萬 | 0.16% | +509+6.6% | 加碼 |
| Navalign, LLC | 8,271 | $106.7 萬 | 0.26% | +442+5.6% | 加碼 |
| Cidel Asset Management Inc | 8,340 | $107.6 萬 | 0.08% | +237+2.9% | 加碼 |
| Grimes & Company, Inc. | 8,390 | $108.3 萬 | 0.03% | +67+0.8% | 加碼 |
| V-Square Quantitative Management LLC | 8,401 | $108.4 萬 | 0.11% | +8,401 | 新進 |
| Mystic Asset Management, Inc. | 8,408 | $108.5 萬 | 0.25% | −135−1.6% | 減碼 |
| Fiduciary Trust Co | 8,411 | $108.5 萬 | 0.01% | −62−0.7% | 減碼 |
| Sciencast Management LP | 8,423 | $108.7 萬 | 0.15% | +8,423 | 新進 |
| National Asset Management, Inc. | 8,491 | $109.6 萬 | 0.05% | −347−3.9% | 減碼 |
| Capital Advisors Wealth Management, LLC | 8,622 | $111.3 萬 | 0.15% | +178+2.1% | 加碼 |
| Caxton Associates LLP | 8,637 | $111.5 萬 | 0.02% | −15,491−64.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 8,655 | $111.7 萬 | 0.05% | −157−1.8% | 減碼 |
| Oak Thistle LLC | 8,659 | $111.7 萬 | 0.16% | +8,659 | 新進 |
| Icon Wealth Advisors, LLC | 8,788 | $113.8 萬 | 0.08% | −28−0.3% | 減碼 |
| Savvy Advisors, Inc. | 8,831 | $114.0 萬 | 0.04% | +2,599+41.7% | 加碼 |
| Clearbridge Investments, LLC | 8,852 | $114.2 萬 | 0.00% | −600−6.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,871 | $114.5 萬 | 0.07% | +35+0.4% | 加碼 |
| Signaturefd, LLC | 8,898 | $114.8 萬 | 0.02% | +189+2.2% | 加碼 |
| AlphaCore Capital LLC | 8,902 | $114.9 萬 | 0.03% | +2,935+49.2% | 加碼 |
| MONECO Advisors, LLC | 8,925 | $115.2 萬 | 0.09% | +536+6.4% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 8,942 | $115.4 萬 | 0.03% | +177+2.0% | 加碼 |
| Ingalls & Snyder LLC | 8,987 | $116.0 萬 | 0.04% | −25−0.3% | 減碼 |
| Wimmer Associates 1, LLC | 9,017 | $116.4 萬 | 0.54% | −13−0.1% | 減碼 |
| Lee Danner & Bass Inc | 9,023 | $116.4 萬 | 0.08% | −15−0.2% | 減碼 |
| Pavion Blue Capital, LLC | 9,065 | $117.0 萬 | 0.49% | −141−1.5% | 減碼 |
| Quadrant Capital Group LLC | 9,151 | $118.1 萬 | 0.04% | −126−1.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,154 | $118.1 萬 | 0.02% | −698−7.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 9,194 | $118.6 萬 | 0.04% | −83−0.9% | 減碼 |
| Impact Capital Partners LLC | 9,197 | $118.7 萬 | 0.35% | +874+10.5% | 加碼 |
| Poehling Capital Management, LLC | 9,199 | $118.7 萬 | 0.24% | −61−0.7% | 減碼 |
| Adirondack Trust Co | 9,211 | $118.9 萬 | 0.39% | −171−1.8% | 減碼 |
| Greenleaf Trust | 9,289 | $119.9 萬 | 0.01% | +94+1.0% | 加碼 |