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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 9,320 | $120.3 萬 | 0.03% | +4,248+83.8% | 加碼 |
| Forum Financial Management, LP | 9,325 | $120.3 萬 | 0.02% | −52−0.6% | 減碼 |
| Virtue Asset Management LLC | 9,348 | $120.6 萬 | 0.96% | +222+2.4% | 加碼 |
| Evergreen Capital Management LLC | 9,355 | $120.7 萬 | 0.03% | +4,397+88.7% | 加碼 |
| Beacon Investment Advisors LLC | 9,369 | $120.9 萬 | 0.49% | +28+0.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 9,439 | $121.8 萬 | 0.04% | +1,351+16.7% | 加碼 |
| Harbour Investment Management LLC | 9,488 | $122.4 萬 | 0.65% | −3,725−28.2% | 減碼 |
| Integrated Wealth Concepts LLC | 9,494 | $122.5 萬 | 0.01% | −5,127−35.1% | 減碼 |
| Cullinan Associates Inc | 9,639 | $124.4 萬 | 0.08% | 00.0% | 不變 |
| Smith, Moore & Co. | 9,664 | $124.7 萬 | 0.09% | −304−3.0% | 減碼 |
| IFP Advisors, Inc | 9,681 | $124.9 萬 | 0.03% | +1,388+16.7% | 加碼 |
| Harfst & Associates, Inc. | 9,734 | $125.6 萬 | 0.23% | −78−0.8% | 減碼 |
| Jeppson Wealth Management, LLC | 9,799 | $126.4 萬 | 0.40% | −20−0.2% | 減碼 |
| Terry L. Blaker | 9,800 | $126.5 萬 | 0.05% | −40−0.4% | 減碼 |
| Todd Asset Management LLC | 9,811 | $126.6 萬 | 0.02% | −195,310−95.2% | 減碼 |
| Intrua Financial, LLC | 9,814 | $126.6 萬 | 0.14% | +425+4.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,817 | $126.7 萬 | 0.04% | +948+10.7% | 加碼 |
| Balyasny Asset Management LLC | 9,830 | $126.8 萬 | 0.00% | −3,417−25.8% | 減碼 |
| FourThought Financial Partners, LLC | 9,842 | $127.0 萬 | 0.11% | −1,536−13.5% | 減碼 |
| Evolve Private Wealth, LLC | 9,847 | $127.1 萬 | 0.08% | +9,847 | 新進 |
| Intrust Bank NA | 9,934 | $128.2 萬 | 0.11% | −10,456−51.3% | 減碼 |
| Delta Financial Advisors LLC | 9,956 | $128.5 萬 | 0.33% | −79−0.8% | 減碼 |
| Sigma Planning Corp | 9,958 | $128.8 萬 | 0.04% | +299+3.1% | 加碼 |
| Verdence Capital Advisors LLC | 10,013 | $129.2 萬 | 0.08% | −238−2.3% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 10,075 | $130.0 萬 | 0.08% | +3,613+55.9% | 加碼 |
| Monetta Financial Services Inc | 10,100 | $130.3 萬 | 0.93% | 00.0% | 不變 |
| Tower Bridge Advisors | 10,148 | $130.9 萬 | 0.13% | −100−1.0% | 減碼 |
| Smith Group Asset Management, LLC | 10,154 | $131.0 萬 | 0.07% | +43+0.4% | 加碼 |
| Sienna Gestion | 10,224 | $131.8 萬 | 0.08% | +10,224 | 新進 |
| Moneta Group Investment Advisors LLC | 10,217 | $131.8 萬 | 0.01% | −1,276−11.1% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,232 | $132.0 萬 | 0.46% | +8,140+389.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,373 | $132.1 萬 | 0.19% | +31+0.4% | 加碼 |
| Moors & Cabot, Inc. | 10,293 | $132.8 萬 | 0.06% | +127+1.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 10,305 | $132.9 萬 | 0.08% | +1,914+22.8% | 加碼 |
| Quadrature Capital Ltd | 10,326 | $133.2 萬 | 0.01% | −2,540−19.7% | 減碼 |
| Donoghue Forlines LLC | 10,337 | $133.4 萬 | 0.41% | −979−8.7% | 減碼 |
| ISAM Funds (UK) Ltd | 10,365 | $133.8 萬 | 0.48% | −2,849−21.6% | 減碼 |
| Bragg Financial Advisors, Inc | 10,402 | $134.2 萬 | 0.04% | −116−1.1% | 減碼 |
| Bangor Savings Bank | 10,465 | $135.0 萬 | 0.11% | −800−7.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 10,510 | $135.6 萬 | 0.02% | +2,480+30.9% | 加碼 |
| Cercano Management LLC | 10,522 | $135.8 萬 | 0.05% | +10,522 | 新進 |
| Banque Cantonale Vaudoise | 10,531 | $135.9 萬 | 0.05% | −8,889−45.8% | 減碼 |
| Parallel Advisors, LLC | 10,557 | $136.2 萬 | 0.02% | +498+5.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 10,598 | $136.8 萬 | 0.07% | −633−5.6% | 減碼 |
| Wealthspire Advisors, LLC | 10,607 | $136.9 萬 | 0.01% | +3,021+39.8% | 加碼 |
| Wahed Invest LLC | 10,611 | $136.9 萬 | 0.18% | −540−4.8% | 減碼 |
| CFM Wealth Partners LLC | 10,623 | $137.1 萬 | 0.20% | +6+0.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 10,639 | $137.3 萬 | 0.05% | −2,589−19.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,728 | $138.4 萬 | 0.09% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 10,731 | $138.5 萬 | 0.33% | +231+2.2% | 加碼 |
| DT Investment Partners, LLC | 10,736 | $138.5 萬 | 0.11% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 10,755 | $138.8 萬 | 0.19% | −17−0.2% | 減碼 |
| MUFG Securities Americas Inc. | 10,855 | $140.1 萬 | 0.09% | −43−0.4% | 減碼 |
| HRT Financial LP | 10,896 | $140.6 萬 | 0.00% | +10,896 | 新進 |
| Interval Partners, LP | 10,911 | $140.8 萬 | 0.03% | +10,911 | 新進 |
| Dynamic Advisor Solutions LLC | 10,919 | $140.9 萬 | 0.05% | −891−7.5% | 減碼 |
| Securian Asset Management, Inc | 10,956 | $141.4 萬 | 0.05% | −8,560−43.9% | 減碼 |
| Principal Securities, Inc. | 11,074 | $142.9 萬 | 0.02% | +1,585+16.7% | 加碼 |
| Snowden Capital Advisors LLC | 11,079 | $143.0 萬 | 0.04% | +65+0.6% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 11,203 | $144.7 萬 | 1.52% | −1,403−11.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 11,237 | $145.0 萬 | 0.42% | −103−0.9% | 減碼 |
| Sowell Financial Services LLC | 11,261 | $145.3 萬 | 0.05% | +156+1.4% | 加碼 |
| Axxcess Wealth Management, LLC | 11,285 | $145.6 萬 | 0.03% | +4,573+68.1% | 加碼 |
| Shelton Capital Management | 11,508 | $148.5 萬 | 0.03% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 11,541 | $148.9 萬 | 0.02% | +2,697+30.5% | 加碼 |
| First Interstate Bank | 11,557 | $149.1 萬 | 0.08% | −2,381−17.1% | 減碼 |
| Jacobi Capital Management LLC | 11,594 | $149.6 萬 | 0.09% | −199−1.7% | 減碼 |
| Red Cedar Investment Management, LLC | 11,596 | $149.6 萬 | 0.16% | 00.0% | 不變 |
| Versor Investments LP | 11,600 | $149.7 萬 | 0.23% | +9,600+480.0% | 加碼 |
| Fruth Investment Management | 11,623 | $149.9 萬 | 0.40% | 00.0% | 不變 |
| BNP Paribas | 11,651 | $150.4 萬 | 0.04% | +11,651 | 新進 |
| Global Retirement Partners, LLC | 11,681 | $150.7 萬 | 0.03% | +2,792+31.4% | 加碼 |
| Umpqua Bank | 11,709 | $151.1 萬 | 0.42% | +157+1.4% | 加碼 |
| Hilltop National Bank | 11,715 | $151.2 萬 | 0.37% | +964+9.0% | 加碼 |
| Williams Jones Wealth Management, LLC. | 11,718 | $151.2 萬 | 0.02% | −94−0.8% | 減碼 |
| Independent Financial Group, LLC | 11,768 | $151.9 萬 | 0.03% | −666−5.4% | 減碼 |
| Inscription Capital, LLC | 11,874 | $153.2 萬 | 0.16% | +2,152+22.1% | 加碼 |
| We Are One Seven, LLC | 11,948 | $154.2 萬 | 0.03% | +2,613+28.0% | 加碼 |
| Pathway Financial Advisers, LLC | 12,003 | $154.9 萬 | 0.45% | +12+0.1% | 加碼 |
| Spears Abacus Advisors LLC | 12,006 | $154.9 萬 | 0.03% | −25−0.2% | 減碼 |
| Pallas Capital Advisors LLC | 12,017 | $155.1 萬 | 0.05% | +1,629+15.7% | 加碼 |
| Evercore Wealth Management, LLC | 12,034 | $155.3 萬 | 0.02% | 00.0% | 不變 |
| Crescent Sterling, Ltd. | 12,059 | $155.6 萬 | 1.60% | −248−2.0% | 減碼 |
| Carret Asset Management, LLC | 12,076 | $155.8 萬 | 0.15% | −149−1.2% | 減碼 |
| Clearstead Advisors, LLC | 12,184 | $157.2 萬 | 0.02% | +382+3.2% | 加碼 |
| Fisher Asset Management, LLC | 12,222 | $157.7 萬 | 0.00% | +2,841+30.3% | 加碼 |
| Hancock Whitney Corp | 12,271 | $158.3 萬 | 0.03% | −93−0.8% | 減碼 |
| Marble Wealth, LLC | 12,296 | $158.7 萬 | 0.22% | +12,296 | 新進 |
| AE Wealth Management LLC | 12,304 | $158.8 萬 | 0.01% | +1,628+15.2% | 加碼 |
| Groupama Asset Managment | 12,315 | $158.9 萬 | 0.02% | −1,278−9.4% | 減碼 |
| Intech Investment Management LLC | 12,369 | $159.6 萬 | 0.01% | −5,592−31.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,396 | $160.0 萬 | 0.01% | +560+4.7% | 加碼 |
| Pensionmark Financial Group, LLC | 12,407 | $160.1 萬 | 0.03% | +599+5.1% | 加碼 |
| Wedmont Private Capital | 11,685 | $161.1 萬 | 0.06% | −201−1.7% | 減碼 |
| Tweedy, Browne Co LLC | 12,502 | $161.3 萬 | 0.13% | 00.0% | 不變 |
| Ar Asset Management Inc | 12,600 | $162.6 萬 | 0.33% | 00.0% | 不變 |
| Bessemer Group Inc | 12,644 | $163.4 萬 | 0.00% | +762+6.4% | 加碼 |
| Sustainable Insight Capital Management, LLC | 12,751 | $164.5 萬 | 0.55% | +800+6.7% | 加碼 |
| Flavin Financial Services, Inc. | 12,796 | $165.1 萬 | 1.13% | +114+0.9% | 加碼 |
| Meeder Advisory Services, Inc. | 12,804 | $165.2 萬 | 0.07% | +861+7.2% | 加碼 |