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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 765 | $9.87 萬 | 0.01% | +1+0.1% | 加碼 |
| Gleason Group, Inc. | 782 | $10.1 萬 | 0.01% | +7+0.9% | 加碼 |
| PFS Partners, LLC | 785 | $10.1 萬 | 0.05% | +4+0.5% | 加碼 |
| Plante Moran Financial Advisors, LLC | 790 | $10.2 萬 | 0.01% | +154+24.2% | 加碼 |
| Avion Wealth | 814 | $10.5 萬 | 0.02% | −4−0.5% | 減碼 |
| DV Equities, LLC | 853 | $11.0 萬 | 0.02% | +853 | 新進 |
| Glass Jacobson Investment Advisors llc | 865 | $11.2 萬 | 0.04% | +7+0.8% | 加碼 |
| American National Bank | 879 | $11.3 萬 | 0.01% | −3−0.3% | 減碼 |
| Broadwater Capital Management LLC | 900 | $11.6 萬 | 0.09% | 00.0% | 不變 |
| City State Bank | 929 | $12.0 萬 | 0.03% | +3+0.3% | 加碼 |
| Birchbrook, Inc. | 936 | $12.1 萬 | 0.06% | 00.0% | 不變 |
| Motco | 938 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Tanglewood Legacy Advisors, LLC | 950 | $12.3 萬 | 0.05% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 954 | $12.3 萬 | 0.00% | +100+11.7% | 加碼 |
| CVA Family Office, LLC | 957 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 958 | $12.4 萬 | 0.01% | +9+0.9% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 960 | $12.4 萬 | 0.06% | 00.0% | 不變 |
| Sentry Investment Management LLC | 970 | $12.5 萬 | 0.08% | 00.0% | 不變 |
| Clear Street Markets LLC | 998 | $12.9 萬 | 0.02% | +301+43.2% | 加碼 |
| Mechanics Financial Corp | 1,000 | $12.9 萬 | 0.05% | 00.0% | 不變 |
| Bravera Wealth | 1,000 | $12.9 萬 | 0.06% | +1,000 | 新進 |
| Private Wealth Asset Management, LLC | 1,008 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 1,013 | $13.1 萬 | 0.00% | 00.0% | 不變 |
| Archer Investment Corp | 1,028 | $13.3 萬 | 0.03% | −580−36.1% | 減碼 |
| Raleigh Capital Management Inc. | 1,037 | $13.4 萬 | 0.05% | +1,037 | 新進 |
| Golden State Wealth Management, LLC | 1,039 | $13.4 萬 | 0.01% | −67−6.1% | 減碼 |
| Security National Bank | 1,054 | $13.6 萬 | 0.02% | 00.0% | 不變 |
| American Capital Advisory, LLC | 1,062 | $13.7 萬 | 0.06% | +3+0.3% | 加碼 |
| Asset Planning,Inc | 1,082 | $14.0 萬 | 0.10% | +3+0.3% | 加碼 |
| United Community Bank | 1,099 | $14.2 萬 | 0.05% | 00.0% | 不變 |
| Smithfield Trust Co | 1,113 | $14.3 萬 | 0.01% | +45+4.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 1,112 | $14.3 萬 | 0.00% | +742+200.5% | 加碼 |
| Centennial Bank | 1,130 | $14.6 萬 | 0.06% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 1,134 | $14.6 萬 | 0.01% | +50+4.6% | 加碼 |
| TFC Financial Management | 1,163 | $15.0 萬 | 0.02% | +362+45.2% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,176 | $15.2 萬 | 0.01% | +1+0.1% | 加碼 |
| Creative Financial Designs Inc | 1,180 | $15.2 萬 | 0.01% | −4−0.3% | 減碼 |
| Lodestone Wealth Management LLC | 1,194 | $15.4 萬 | 0.06% | +1,194 | 新進 |
| South Dakota Investment Council | 1,220 | $15.7 萬 | 0.00% | −100−7.6% | 減碼 |
| Capital Advisors, Ltd. LLC | 1,220 | $15.7 萬 | 0.02% | +1+0.1% | 加碼 |
| Onefund, LLC | 1,228 | $15.8 萬 | 0.09% | +66+5.7% | 加碼 |
| Triumph Capital Management | 1,237 | $16.0 萬 | 0.03% | +1,237 | 新進 |
| Armstrong Advisory Group, Inc | 1,240 | $16.0 萬 | 0.01% | −32−2.5% | 減碼 |
| Tompkins Financial Corp | 1,244 | $16.1 萬 | 0.01% | 00.0% | 不變 |
| Valley National Advisers Inc | 1,249 | $16.1 萬 | 0.02% | +9+0.7% | 加碼 |
| Asset Dedication, LLC | 1,249 | $16.1 萬 | 0.01% | −328−20.8% | 減碼 |
| Wellington Shields Capital Management, LLC | 1,292 | $16.7 萬 | 0.02% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 1,061 | $16.7 萬 | 0.06% | −89−7.7% | 減碼 |
| VSM Wealth Advisory, LLC | 1,302 | $16.8 萬 | 0.05% | +472+56.9% | 加碼 |
| General Partner, Inc. | 1,303 | $16.8 萬 | 0.10% | 00.0% | 不變 |
| Quarry LP | 1,341 | $17.3 萬 | 0.03% | −965−41.8% | 減碼 |
| SBI Securities Co., Ltd. | 1,344 | $17.3 萬 | 0.00% | −150−10.0% | 減碼 |
| Caldwell Sutter Capital, Inc. | 1,351 | $17.4 萬 | 0.07% | +3+0.2% | 加碼 |
| 10Elms LLP | 1,354 | $17.5 萬 | 0.16% | 00.0% | 不變 |
| Addison Advisors LLC | 1,354 | $17.5 萬 | 0.04% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| Bullock Wealth Management Group | 1,361 | $17.6 萬 | 0.09% | +9+0.7% | 加碼 |
| Eastern Bank | 1,364 | $17.6 萬 | 0.00% | −331−19.5% | 減碼 |
| True Wealth Design, LLC | 1,369 | $17.7 萬 | 0.05% | +192+16.3% | 加碼 |
| Grove Bank & Trust | 1,397 | $18.0 萬 | 0.02% | +83+6.3% | 加碼 |
| Evelyn Partners Investment Management LLP | 1,411 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Root Financial Partners, LLC | 1,415 | $18.3 萬 | 0.01% | −303−17.6% | 減碼 |
| Chilton Capital Management LLC | 1,417 | $18.3 萬 | 0.01% | +3+0.2% | 加碼 |
| Coastline Trust Co | 1,422 | $18.3 萬 | 0.02% | −75−5.0% | 減碼 |
| NBT Bank N A | 701 | $18.5 萬 | 0.01% | −29−4.0% | 減碼 |
| Oakworth Capital, Inc. | 1,461 | $18.9 萬 | 0.01% | −420−22.3% | 減碼 |
| Cromwell Holdings LLC | 1,464 | $18.9 萬 | 0.10% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,486 | $19.2 萬 | 0.01% | +1,486 | 新進 |
| Peterson Wealth Services | 1,508 | $19.5 萬 | 0.05% | −2,093−58.1% | 減碼 |
| Zions Bancorporation, National Association | 1,536 | $19.8 萬 | 0.01% | +407+36.0% | 加碼 |
| Spire Wealth Management | 1,548 | $20.0 萬 | 0.01% | −144−8.5% | 減碼 |
| Shufro Rose & Co LLC | 1,550 | $20.0 萬 | 0.01% | −1,225−44.1% | 減碼 |
| First National Bank of Hutchinson | 1,550 | $20.0 萬 | 0.12% | 00.0% | 不變 |
| Commonwealth Financial Services, LLC | 1,553 | $20.0 萬 | 0.03% | −386−19.9% | 減碼 |
| Partners Wealth Management, LLC | 1,554 | $20.0 萬 | 0.21% | +2+0.1% | 加碼 |
| Bank of New Hampshire | 1,562 | $20.2 萬 | 0.05% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 1,563 | $20.2 萬 | 0.00% | −56,840−97.3% | 減碼 |
| Hardin Capital Partners, LLC | 1,571 | $20.3 萬 | 0.10% | 00.0% | 不變 |
| Birmingham Capital Management Co Inc | 1,573 | $20.3 萬 | 0.09% | −200−11.3% | 減碼 |
| Centaurus Financial, Inc. | 1,574 | $20.3 萬 | 0.01% | −86−5.2% | 減碼 |
| Bond & Devick Financial Network, Inc. | 1,576 | $20.3 萬 | 0.06% | 00.0% | 不變 |
| Continuum Advisory, LLC | 1,579 | $20.4 萬 | 0.02% | 00.0% | 不變 |
| Cambient Family Office, LLC | 1,582 | $20.4 萬 | 0.03% | +1,582 | 新進 |
| Key Client Fiduciary Advisors, LLC | 1,583 | $20.4 萬 | 0.07% | −116−6.8% | 減碼 |
| Patton Fund Management, Inc. | 1,584 | $20.4 萬 | 0.03% | −533−25.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 1,588 | $20.5 萬 | 0.02% | +7+0.4% | 加碼 |
| Franklin Street Advisors Inc | 1,591 | $20.5 萬 | 0.01% | +1,591 | 新進 |
| Sovereign Financial Group, Inc. | 1,594 | $20.6 萬 | 0.04% | −73−4.4% | 減碼 |
| SG Trading Solutions, LLC | 1,593 | $20.6 萬 | 0.05% | +1,593 | 新進 |
| McGuire Capital Advisors Inc | 1,597 | $20.6 萬 | 0.13% | +1,597 | 新進 |
| Wealthcare Capital Partners, LLC | 1,597 | $20.6 萬 | 0.10% | +12+0.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 1,599 | $20.6 萬 | 0.01% | −262−14.1% | 減碼 |
| Ethos Financial Group, LLC | 1,600 | $20.6 萬 | 0.02% | −1,484−48.1% | 減碼 |
| SlateStone Wealth, LLC | 1,614 | $20.8 萬 | 0.02% | +44+2.8% | 加碼 |
| Measured Wealth Private Client Group, LLC | 1,617 | $20.9 萬 | 0.06% | −624−27.8% | 減碼 |
| Novak & Powell Financial Services, Inc. | 1,620 | $20.9 萬 | 0.11% | 00.0% | 不變 |
| Embree Financial Group | 1,623 | $20.9 萬 | 0.03% | +101+6.6% | 加碼 |
| Sather Financial Group Inc | 1,625 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| New Republic Capital, LLC | 1,629 | $21.0 萬 | 0.06% | +1,629 | 新進 |