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 |
|---|---|---|---|---|---|
| Carlson Capital L P | 3,300 | $42.6 萬 | 0.21% | −3,700−52.9% | 減碼 |
| Blue Edge Capital, LLC | 3,302 | $42.6 萬 | 0.06% | +4+0.1% | 加碼 |
| Austin Private Wealth, LLC | 3,305 | $42.6 萬 | 0.03% | +373+12.7% | 加碼 |
| Phoenix Holdings Ltd. | 3,318 | $42.8 萬 | 0.00% | +1,722+107.9% | 加碼 |
| Clifford Group, LLC | 3,315 | $42.8 萬 | 0.33% | +64+2.0% | 加碼 |
| Foster & Motley Inc | 3,317 | $42.8 萬 | 0.02% | −36−1.1% | 減碼 |
| Allen Investment Management LLC | 3,318 | $42.8 萬 | 0.00% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 3,319 | $42.8 萬 | 0.01% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 3,326 | $42.9 萬 | 0.04% | +9+0.3% | 加碼 |
| MSH Capital Advisors LLC | 3,328 | $42.9 萬 | 0.09% | −40−1.2% | 減碼 |
| Rossmore Private Capital | 3,332 | $43.0 萬 | 0.04% | +140+4.4% | 加碼 |
| RM Financial Services, LLC | 3,335 | $43.0 萬 | 0.38% | +3,335 | 新進 |
| CWA Asset Management Group, LLC | 3,336 | $43.1 萬 | 0.02% | −14−0.4% | 減碼 |
| Welch Group, LLC | 3,337 | $43.1 萬 | 0.02% | +26+0.8% | 加碼 |
| Abel Hall, LLC | 3,347 | $43.2 萬 | 0.10% | +3,347 | 新進 |
| Wedgewood Investors Inc | 3,350 | $43.2 萬 | 0.49% | 00.0% | 不變 |
| Ascent Group, LLC | 3,357 | $43.3 萬 | 0.01% | +768+29.7% | 加碼 |
| Successful Portfolios LLC | 3,049 | $43.4 萬 | 0.22% | +496+19.4% | 加碼 |
| Capital Performance Advisors LLP | 3,361 | $43.4 萬 | 0.03% | +979+41.1% | 加碼 |
| Cyndeo Wealth Partners, LLC | 3,363 | $43.4 萬 | 0.02% | −34−1.0% | 減碼 |
| Uncommon Cents Investing LLC | 3,382 | $43.6 萬 | 0.11% | 00.0% | 不變 |
| Corbyn Investment Management Inc | 3,387 | $43.7 萬 | 0.13% | −54−1.6% | 減碼 |
| Legacy Private Trust Co. | 3,405 | $43.9 萬 | 0.03% | +263+8.4% | 加碼 |
| Marin Bay Wealth Advisors, LLC | 3,411 | $44.0 萬 | 0.25% | +3,411 | 新進 |
| Roundview Capital LLC | 3,427 | $44.2 萬 | 0.03% | +20+0.6% | 加碼 |
| Jacobs Equity LLC | 3,428 | $44.2 萬 | 0.43% | +3,428 | 新進 |
| Moody National Bank Trust Division | 3,436 | $44.3 萬 | 0.04% | +29+0.9% | 加碼 |
| Ballentine Partners, LLC | 3,444 | $44.4 萬 | 0.01% | +81+2.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,226 | $44.5 萬 | 0.05% | +194+6.4% | 加碼 |
| Journey Advisory Group, LLC | 3,472 | $44.8 萬 | 0.04% | +22+0.6% | 加碼 |
| Sapient Capital LLC | 3,469 | $44.9 萬 | 0.01% | +3,469 | 新進 |
| Woodmont Investment Counsel LLC | 3,488 | $45.0 萬 | 0.03% | 00.0% | 不變 |
| Hennessy Advisors Inc | 3,500 | $45.2 萬 | 0.02% | −1,500−30.0% | 減碼 |
| Schnieders Capital Management, LLC. | 3,508 | $45.3 萬 | 0.07% | 00.0% | 不變 |
| Snowwater Investment Partners, LLC | 3,510 | $45.3 萬 | 0.42% | +3,510 | 新進 |
| Field & Main Bank | 3,514 | $45.3 萬 | 0.13% | −204−5.5% | 減碼 |
| HCR Wealth Advisors | 3,520 | $45.4 萬 | 0.04% | +41+1.2% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,521 | $45.4 萬 | 0.03% | −96−2.7% | 減碼 |
| Sharp Financial Services, LLC | 3,526 | $45.5 萬 | 0.23% | +658+22.9% | 加碼 |
| Atticus Wealth Management, LLC | 3,530 | $45.5 萬 | 0.11% | −477−11.9% | 減碼 |
| Harbor Advisors LLC | 3,541 | $45.7 萬 | 0.07% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 3,551 | $45.8 萬 | 0.03% | 00.0% | 不變 |
| National Philanthropic Trust | 3,557 | $45.9 萬 | 0.00% | +3,557 | 新進 |
| Uhlmann Price Securities, LLC | 3,598 | $46.4 萬 | 0.28% | +115+3.3% | 加碼 |
| Nwam LLC | 3,326 | $46.5 萬 | 0.03% | +236+7.6% | 加碼 |
| Belpointe Asset Management LLC | 3,608 | $46.6 萬 | 0.02% | +88+2.5% | 加碼 |
| Crawford Investment Counsel Inc | 3,622 | $46.7 萬 | 0.01% | −305−7.8% | 減碼 |
| Riverwater Partners LLC | 3,624 | $46.8 萬 | 0.18% | −55−1.5% | 減碼 |
| S.A. Mason LLC | 3,629 | $46.8 萬 | 0.19% | 00.0% | 不變 |
| Demars Financial Group, LLC | 3,635 | $46.9 萬 | 0.16% | −335−8.4% | 減碼 |
| Princeton Global Asset Management LLC | 3,678 | $47.5 萬 | 0.08% | −96−2.5% | 減碼 |
| Brown Brothers Harriman & Co | 3,681 | $47.5 萬 | 0.00% | +1,349+57.8% | 加碼 |
| Ballew Advisors, Inc | 3,456 | $47.6 萬 | 0.27% | −328−8.7% | 減碼 |
| Tripletail Wealth Management, LLC | 3,690 | $47.6 萬 | 0.60% | −22−0.6% | 減碼 |
| Trustmark National Bank Trust Department | 3,695 | $47.7 萬 | 0.03% | 00.0% | 不變 |
| Riverbend Wealth Management, LLC | 3,697 | $47.7 萬 | 0.30% | +242+7.0% | 加碼 |
| Cozad Asset Management Inc | 3,703 | $47.8 萬 | 0.04% | +85+2.3% | 加碼 |
| EFG International AG | 3,704 | $47.8 萬 | 0.01% | +3,704 | 新進 |
| Parkside Financial Bank & Trust | 3,710 | $47.9 萬 | 0.04% | +190+5.4% | 加碼 |
| Hilton Head Capital Partners, LLC | 3,710 | $47.9 萬 | 0.28% | +3,710 | 新進 |
| Ronald Blue Trust, Inc. | 3,717 | $48.0 萬 | 0.01% | −124−3.2% | 減碼 |
| Cadinha & Co LLC | 3,720 | $48.0 萬 | 0.07% | −12−0.3% | 減碼 |
| Old Point Trust & Financial Services N A | 3,750 | $48.4 萬 | 0.15% | −100−2.6% | 減碼 |
| Arista Wealth Management, LLC | 3,753 | $48.4 萬 | 0.06% | +3,753 | 新進 |
| Passumpsic Savings Bank | 3,765 | $48.6 萬 | 0.27% | +3,765 | 新進 |
| Keel Point, LLC | 3,766 | $48.6 萬 | 0.03% | +160+4.4% | 加碼 |
| Capital Investment Advisors, LLC | 3,802 | $49.1 萬 | 0.01% | −295−7.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 3,814 | $49.2 萬 | 0.03% | −14−0.4% | 減碼 |
| Three Seasons Wealth, LLC | 3,826 | $49.4 萬 | 0.05% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 3,840 | $49.6 萬 | 0.13% | 00.0% | 不變 |
| Roof Eidam & Maycock | 3,843 | $49.6 萬 | 0.11% | 00.0% | 不變 |
| John G Ullman & Associates Inc | 3,850 | $49.7 萬 | 0.07% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 3,887 | $50.2 萬 | 0.05% | −105−2.6% | 減碼 |
| PDS Planning, Inc | 3,890 | $50.2 萬 | 0.03% | +10+0.3% | 加碼 |
| Ransom Advisory, Ltd | 3,891 | $50.2 萬 | 0.20% | +166+4.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,587 | $50.2 萬 | 0.00% | 00.0% | 不變 |
| Smart Portfolios, LLC | 3,900 | $50.3 萬 | 0.50% | 00.0% | 不變 |
| Spinnaker Trust | 3,901 | $50.3 萬 | 0.03% | +75+2.0% | 加碼 |
| Campion Asset Management LLC | 3,907 | $50.4 萬 | 0.35% | −43−1.1% | 減碼 |
| Hamilton Capital, LLC | 3,909 | $50.4 萬 | 0.03% | +3,909 | 新進 |
| CSS LLC | 3,910 | $50.5 萬 | 0.03% | +3,910 | 新進 |
| RMR Wealth Builders | 3,913 | $50.5 萬 | 0.04% | −10,797−73.4% | 減碼 |
| Excalibur Management Corp | 3,922 | $50.6 萬 | 0.18% | −57−1.4% | 減碼 |
| Southland Equity Partners LLC | 3,924 | $50.6 萬 | 0.10% | +15+0.4% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,933 | $50.8 萬 | 0.03% | +10+0.3% | 加碼 |
| Cigna Investments Inc | 3,953 | $51.0 萬 | 0.07% | −48−1.2% | 減碼 |
| Nilsine Partners, LLC | 3,961 | $51.1 萬 | 0.04% | −254−6.0% | 減碼 |
| Freestone Capital Holdings, LLC | 3,966 | $51.2 萬 | 0.02% | −148−3.6% | 減碼 |
| Abner Herrman & Brock LLC | 4,000 | $51.6 萬 | 0.05% | 00.0% | 不變 |
| Oakland Financial Corp | 4,000 | $51.6 萬 | 8.55% | 00.0% | 不變 |
| Fulton Bank, N.A. | 4,010 | $51.7 萬 | 0.02% | +59+1.5% | 加碼 |
| GW Henssler & Associates Ltd | 4,020 | $51.9 萬 | 0.02% | +100+2.6% | 加碼 |
| Essential Partners LLC | 4,020 | $51.9 萬 | 0.16% | +1,052+35.4% | 加碼 |
| Generali Investments, Management Co LLC | 4,021 | $51.9 萬 | 0.10% | +1,228+44.0% | 加碼 |
| Rossby Financial, LCC | 4,040 | $52.1 萬 | 0.16% | +448+12.5% | 加碼 |
| Whalerock Point Partners, LLC | 4,044 | $52.2 萬 | 0.10% | −376−8.5% | 減碼 |
| 1248 Management, LLC | 4,046 | $52.2 萬 | 0.28% | 00.0% | 不變 |
| Marathon Strategic Advisors, LLC | 4,059 | $52.4 萬 | 0.40% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 4,075 | $52.6 萬 | 0.25% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,075 | $52.6 萬 | 0.01% | +243+6.3% | 加碼 |