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 |
|---|---|---|---|---|---|
| Jupiter Wealth Management LLC | 2,250 | $35.2 萬 | 0.16% | +700+45.2% | 加碼 |
| McDaniel Terry & Co | 2,730 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| SmartHarvest Portfolios, LLC | 2,731 | $35.2 萬 | 0.12% | +2,731 | 新進 |
| MBL Wealth, LLC | 2,735 | $35.3 萬 | 0.03% | +2,735 | 新進 |
| Stockman Wealth Management, Inc. | 2,738 | $35.3 萬 | 0.04% | 00.0% | 不變 |
| Duncan Williams Asset Management, LLC | 2,287 | $35.4 萬 | 0.09% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 2,743 | $35.4 萬 | 0.02% | −1,787−39.4% | 減碼 |
| Lantern Wealth Advisors, LLC | 2,761 | $35.6 萬 | 0.19% | +514+22.9% | 加碼 |
| Northcape Wealth Management, LLC | 2,767 | $35.7 萬 | 0.10% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 2,767 | $35.7 萬 | 0.01% | +124+4.7% | 加碼 |
| SRS Capital Advisors, Inc. | 2,770 | $35.7 萬 | 0.01% | −59,532−95.6% | 減碼 |
| Liberty Capital Management, Inc. | 2,772 | $35.8 萬 | 0.07% | 00.0% | 不變 |
| Compass Capital Corp | 2,280 | $35.8 萬 | 0.14% | −117−4.9% | 減碼 |
| Conning Inc. | 2,779 | $35.9 萬 | 0.01% | −856−23.5% | 減碼 |
| Tritonpoint Wealth, LLC | 2,788 | $36.0 萬 | 0.04% | −203−6.8% | 減碼 |
| Beaton Management Co. Inc. | 2,808 | $36.2 萬 | 0.16% | −55−1.9% | 減碼 |
| Stiles Financial Services Inc | 2,806 | $36.2 萬 | 0.11% | +13+0.5% | 加碼 |
| AGH Wealth Advisors, LLC | 2,810 | $36.3 萬 | 0.27% | −50−1.7% | 減碼 |
| Thompson Siegel & Walmsley LLC | 2,818 | $36.4 萬 | 0.01% | 00.0% | 不變 |
| Sterling Wealth Management, Inc. | 2,830 | $36.5 萬 | 0.10% | +2,830 | 新進 |
| Parallax Volatility Advisers, L.P. | 2,835 | $36.6 萬 | 0.01% | +2,835 | 新進 |
| Merrion Investment Management Co, LLC | 2,850 | $36.8 萬 | 0.20% | −1,650−36.7% | 減碼 |
| Catalyst Financial Partners LLC | 2,857 | $36.9 萬 | 0.04% | +990+53.0% | 加碼 |
| SFMG, LLC | 2,859 | $36.9 萬 | 0.02% | +1,000+53.8% | 加碼 |
| Westpac Banking Corp | 2,860 | $36.9 萬 | 0.02% | +2,860 | 新進 |
| Howard Capital Management Inc. | 2,866 | $37.0 萬 | 0.00% | +15+0.5% | 加碼 |
| Foster Group, Inc. | 2,880 | $37.2 萬 | 0.01% | +2,880 | 新進 |
| Reuter James Wealth Management, LLC | 2,899 | $37.4 萬 | 0.05% | −192−6.2% | 減碼 |
| Summit Global Investments | 2,918 | $37.6 萬 | 0.02% | −83−2.8% | 減碼 |
| Persium Advisors, LLC | 2,917 | $37.6 萬 | 0.27% | +15+0.5% | 加碼 |
| Jump Financial, LLC | 2,924 | $37.7 萬 | 0.00% | −11,621−79.9% | 減碼 |
| Teamwork Financial Advisors, LLC | 2,925 | $37.7 萬 | 0.04% | +973+49.8% | 加碼 |
| Thomasville National Bank | 2,934 | $37.9 萬 | 0.02% | −83−2.8% | 減碼 |
| First National Bank Sioux Falls | 2,938 | $37.9 萬 | 0.11% | 00.0% | 不變 |
| IFG Advisory, LLC | 2,938 | $37.9 萬 | 0.02% | +2+0.1% | 加碼 |
| WealthShield Partners, LLC | 2,954 | $38.1 萬 | 0.04% | +958+48.0% | 加碼 |
| Waycross Partners, LLC | 2,965 | $38.3 萬 | 0.03% | 00.0% | 不變 |
| Aries Wealth Management | 2,973 | $38.4 萬 | 0.08% | 00.0% | 不變 |
| Northwest Wealth Management, LLC | 2,977 | $38.4 萬 | 0.06% | +1,162+64.0% | 加碼 |
| Vectors Research Management, LLC | 2,977 | $38.4 萬 | 0.12% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 2,984 | $38.5 萬 | 0.05% | −411−12.1% | 減碼 |
| Plimoth Trust Co LLC | 2,984 | $38.5 萬 | 0.09% | 00.0% | 不變 |
| Estabrook Capital Management | 2,994 | $38.6 萬 | 0.06% | −423−12.4% | 減碼 |
| Kanawha Capital Management LLC | 2,995 | $38.6 萬 | 0.03% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 2,998 | $38.7 萬 | 0.03% | −746−19.9% | 減碼 |
| SCP Investment, LP | 3,000 | $38.7 萬 | 0.32% | +3,000 | 新進 |
| Cookson Peirce & Co Inc | 3,008 | $38.8 萬 | 0.02% | +1,015+50.9% | 加碼 |
| Lummis Asset Management, LP | 3,011 | $38.9 萬 | 0.24% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,012 | $38.9 萬 | 0.12% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 3,017 | $38.9 萬 | 0.05% | +3,017 | 新進 |
| Triad Wealth Partners, LLC | 3,018 | $38.9 萬 | 0.04% | +246+8.9% | 加碼 |
| Scotia Capital Inc. | 3,025 | $39.0 萬 | 0.00% | +50+1.7% | 加碼 |
| Golden State Equity Partners | 3,028 | $39.1 萬 | 0.06% | +1,277+72.9% | 加碼 |
| Van Strum & Towne Inc. | 3,031 | $39.1 萬 | 0.11% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 3,035 | $39.2 萬 | 0.01% | +198+7.0% | 加碼 |
| Stokes Family Office, LLC | 3,047 | $39.3 萬 | 0.04% | −44−1.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,058 | $39.5 萬 | 0.05% | −27−0.9% | 減碼 |
| Univest Financial Corp | 3,077 | $39.7 萬 | 0.02% | −138−4.3% | 減碼 |
| BKD Wealth Advisors, LLC | 3,084 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Measured Risk Portfolios, Inc. | 3,090 | $39.9 萬 | 0.46% | −125−3.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 3,102 | $40.0 萬 | 0.18% | +3,102 | 新進 |
| Cfo Capital Management LLC | 3,125 | $40.3 萬 | 0.30% | +3,125 | 新進 |
| Investment Research Partners LLC | 3,130 | $40.4 萬 | 0.17% | +410+15.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,145 | $40.6 萬 | 0.02% | +10+0.3% | 加碼 |
| Granite Group Advisors, LLC | 3,148 | $40.6 萬 | 0.23% | +10.0% | 加碼 |
| Flputnam Investment Management Co | 3,149 | $40.6 萬 | 0.01% | +4+0.1% | 加碼 |
| Magnus Financial Group LLC | 3,151 | $40.7 萬 | 0.03% | −9−0.3% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,149 | $40.7 萬 | 0.13% | 00.0% | 不變 |
| Ritholtz Wealth Management | 3,158 | $40.8 萬 | 0.01% | +1,280+68.2% | 加碼 |
| Athena Investment Management | 3,161 | $40.8 萬 | 0.21% | −53−1.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,163 | $40.8 萬 | 0.02% | −298−8.6% | 減碼 |
| Forza Wealth Management, LLC | 3,167 | $40.9 萬 | 0.15% | +493+18.4% | 加碼 |
| GenTrust, LLC | 3,176 | $41.0 萬 | 0.02% | +3,176 | 新進 |
| Advisory Alpha, LLC | 3,173 | $41.0 萬 | 0.01% | +77+2.5% | 加碼 |
| Weaver Consulting Group | 3,176 | $41.0 萬 | 0.10% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 2,885 | $41.0 萬 | 0.05% | +43+1.5% | 加碼 |
| Aprio Wealth Management, LLC | 1,788 | $41.2 萬 | 0.02% | +67+3.9% | 加碼 |
| Beto Financial Group, LLC | 2,900 | $41.2 萬 | 0.28% | +2,900 | 新進 |
| Vista Investment Partners LLC | 3,198 | $41.3 萬 | 0.11% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 3,206 | $41.4 萬 | 0.03% | −54−1.7% | 減碼 |
| LCNB Corp | 3,209 | $41.4 萬 | 0.14% | +200+6.6% | 加碼 |
| GHP Investment Advisors, Inc. | 3,210 | $41.4 萬 | 0.02% | +72+2.3% | 加碼 |
| Second Line Capital, LLC | 3,213 | $41.5 萬 | 0.09% | +79+2.5% | 加碼 |
| Vaughan David Investments LLC | 3,221 | $41.6 萬 | 0.01% | −648−16.7% | 減碼 |
| 55 North Private Wealth, LLC | 3,229 | $41.7 萬 | 0.11% | +3,229 | 新進 |
| Pacifica Partners Inc. | 3,192 | $41.7 萬 | 0.19% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 3,233 | $41.7 萬 | 0.07% | +166+5.4% | 加碼 |
| Berkshire Asset Management LLC | 3,244 | $41.9 萬 | 0.02% | +1,118+52.6% | 加碼 |
| Ambassador Advisors, LLC | 3,245 | $41.9 萬 | 0.06% | −4−0.1% | 減碼 |
| Master's Wealth Management Inc. | 3,246 | $41.9 萬 | 0.15% | +425+15.1% | 加碼 |
| Sentinus, LLC | 3,247 | $41.9 萬 | 0.04% | +3,247 | 新進 |
| Hartford Financial Management Inc. | 3,248 | $41.9 萬 | 0.11% | −2−0.1% | 減碼 |
| Waldron Private Wealth LLC | 3,250 | $41.9 萬 | 0.02% | +10+0.3% | 加碼 |
| Corps Capital Advisors, LLC | 3,254 | $42.0 萬 | 0.43% | −358−9.9% | 減碼 |
| Independence Bank of Kentucky | 3,255 | $42.0 萬 | 0.05% | +14+0.4% | 加碼 |
| Apella Capital, LLC | 3,255 | $42.0 萬 | 0.01% | +292+9.9% | 加碼 |
| Courier Capital LLC | 3,277 | $42.3 萬 | 0.02% | 00.0% | 不變 |
| Voleon Capital Management LP | 3,281 | $42.3 萬 | 0.01% | −25,574−88.6% | 減碼 |
| Harbor Investment Advisory, LLC | 3,282 | $42.4 萬 | 0.03% | −3−0.1% | 減碼 |
| Larson Financial Group LLC | 3,287 | $42.4 萬 | 0.01% | −79−2.3% | 減碼 |