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 |
|---|---|---|---|---|---|
| Alphadyne Asset Management LP | 46,598 | $601.3 萬 | 0.60% | +46,598 | 新進 |
| Leavell Investment Management, Inc. | 46,452 | $599.4 萬 | 0.25% | +219+0.5% | 加碼 |
| Commerce Bank | 46,315 | $597.6 萬 | 0.03% | −1,955−4.1% | 減碼 |
| Stolper Co | 46,164 | $595.7 萬 | 1.75% | +596+1.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 46,160 | $595.6 萬 | 0.08% | 00.0% | 不變 |
| ING Groep NV | 46,072 | $594.5 萬 | 0.04% | +46,072 | 新進 |
| Salem Investment Counselors Inc | 46,041 | $594.1 萬 | 0.17% | 00.0% | 不變 |
| River Road Asset Management, LLC | 45,786 | $590.8 萬 | 0.06% | −30,060−39.6% | 減碼 |
| Disciplined Investments, LLC | 45,491 | $587.0 萬 | 2.26% | +189+0.4% | 加碼 |
| Wesbanco Bank Inc | 45,452 | $586.5 萬 | 0.16% | −1,699−3.6% | 減碼 |
| Atlantic Union Bankshares Corp | 44,279 | $571.4 萬 | 0.11% | −767−1.7% | 減碼 |
| Oppenheimer & Co Inc | 44,081 | $568.8 萬 | 0.08% | −12,777−22.5% | 減碼 |
| Infrastructure Capital Advisors, LLC | 43,667 | $563.5 萬 | 0.62% | +32,500+291.0% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 43,288 | $558.6 萬 | 0.57% | −92−0.2% | 減碼 |
| Mutual of America Capital Management LLC | 43,257 | $558.2 萬 | 0.06% | −541−1.2% | 減碼 |
| Arkadios Wealth Advisors | 43,160 | $556.9 萬 | 0.11% | +2,125+5.2% | 加碼 |
| Kingsview Wealth Management, LLC | 42,975 | $554.6 萬 | 0.08% | −21,067−32.9% | 減碼 |
| AlTi Global, Inc. | 42,629 | $550.1 萬 | 0.12% | −5,024−10.5% | 減碼 |
| Canal Insurance CO | 42,500 | $548.4 萬 | 1.33% | 00.0% | 不變 |
| Alley Investment Management Company, LLC | 42,191 | $544.4 萬 | 0.64% | −325−0.8% | 減碼 |
| HM Payson & Co | 42,164 | $544.1 萬 | 0.08% | −300−0.7% | 減碼 |
| Trajan Wealth LLC | 41,967 | $541.5 萬 | 0.23% | +183+0.4% | 加碼 |
| Fiera Capital Corp | 41,953 | $541.4 萬 | 0.02% | +302+0.7% | 加碼 |
| Sovereign Investment Advisors, LLC | 41,941 | $541.2 萬 | 1.35% | −188−0.4% | 減碼 |
| SevenBridge Financial Group, LLC | 38,496 | $540.4 萬 | 0.87% | +1,626+4.4% | 加碼 |
| King Luther Capital Management Corp | 41,854 | $540.1 萬 | 0.02% | −688−1.6% | 減碼 |
| Navellier & Associates Inc | 41,762 | $538.9 萬 | 0.60% | −7,126−14.6% | 減碼 |
| Rothschild Investment LLC | 41,376 | $533.9 萬 | 0.29% | +270+0.7% | 加碼 |
| Kesler, Norman & Wride, LLC | 41,231 | $532.0 萬 | 0.91% | −237−0.6% | 減碼 |
| San Luis Wealth Advisors LLC | 41,039 | $529.6 萬 | 0.89% | +1,931+4.9% | 加碼 |
| Heritage Trust Co | 41,021 | $529.3 萬 | 0.54% | −495−1.2% | 減碼 |
| Pacer Advisors, Inc. | 40,858 | $527.2 萬 | 0.01% | −4,932−10.8% | 減碼 |
| Commerzbank Aktiengesellschaft | 40,678 | $524.9 萬 | 0.11% | +2,421+6.3% | 加碼 |
| Park Avenue Securities LLC | 40,646 | $524.5 萬 | 0.04% | +1,290+3.3% | 加碼 |
| Trexquant Investment LP | 40,539 | $523.1 萬 | 0.05% | −85,734−67.9% | 減碼 |
| Texas Yale Capital Corp. | 40,323 | $520.3 萬 | 0.16% | 00.0% | 不變 |
| Altrius Capital Management Inc | 40,007 | $516.3 萬 | 1.09% | −334−0.8% | 減碼 |
| State of Alaska, Department of Revenue | 40,005 | $516.2 萬 | 0.05% | −3,320−7.7% | 減碼 |
| Coldstream Capital Management Inc | 40,002 | $516.2 萬 | 0.07% | −2,338−5.5% | 減碼 |
| Moore Capital Management, LP | 40,000 | $516.2 萬 | 0.11% | +40,000 | 新進 |
| Vontobel Holding Ltd. | 39,484 | $509.5 萬 | 0.02% | +7,477+23.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 39,298 | $507.1 萬 | 0.04% | +11,881+43.3% | 加碼 |
| Sherman Porfolios, LLC | 39,238 | $506.3 萬 | 0.35% | +39,238 | 新進 |
| Alpha Omega Wealth Management LLC | 39,129 | $504.9 萬 | 0.84% | −186−0.5% | 減碼 |
| Thomist Capital Management, LP | 38,900 | $504.0 萬 | 1.37% | +38,900 | 新進 |
| Montgomery Investment Management Inc | 38,898 | $501.9 萬 | 1.81% | −99−0.3% | 減碼 |
| MidFirst Bank | 38,373 | $495.2 萬 | 0.39% | +38,373 | 新進 |
| Schroder Investment Management Group | 38,248 | $493.6 萬 | 0.00% | −7,024−15.5% | 減碼 |
| Huntington National Bank | 37,865 | $488.6 萬 | 0.03% | −1,385−3.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 37,776 | $487.5 萬 | 0.01% | −93,963−71.3% | 減碼 |
| Old National Bancorp | 37,769 | $487.4 萬 | 0.08% | −8,063−17.6% | 減碼 |
| Compass Wealth Management LLC | 37,612 | $485.3 萬 | 1.21% | −2,440−6.1% | 減碼 |
| Ticino Wealth | 37,275 | $481.0 萬 | 1.78% | +37,275 | 新進 |
| Northwestern Mutual Wealth Management Co | 37,094 | $478.7 萬 | 0.00% | −760−2.0% | 減碼 |
| NewSquare Capital LLC | 36,805 | $474.9 萬 | 0.42% | −15,116−29.1% | 減碼 |
| Ancora Advisors, LLC | 36,672 | $473.2 萬 | 0.10% | −134−0.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 36,616 | $472.5 萬 | 0.03% | +5,940+19.4% | 加碼 |
| KBC Group NV | 36,565 | $471.8 萬 | 0.01% | 00.0% | 不變 |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $470.7 萬 | 0.33% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 36,458 | $470.5 萬 | 0.04% | +36,458 | 新進 |
| United Capital Financial Advisers, LLC | 36,368 | $469.3 萬 | 0.03% | −843−2.3% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 36,214 | $467.3 萬 | 0.61% | +46+0.1% | 加碼 |
| UniSuper Management Pty Ltd | 36,092 | $465.7 萬 | 0.03% | −2,010−5.3% | 減碼 |
| Farmers & Merchants Investments Inc | 35,799 | $462.0 萬 | 0.13% | −1,718−4.6% | 減碼 |
| Pinnacle Associates Ltd | 35,279 | $455.2 萬 | 0.06% | +2,912+9.0% | 加碼 |
| Warren Averett Asset Management, LLC | 34,807 | $449.2 萬 | 0.04% | −6,559−15.9% | 減碼 |
| Brady Family Wealth, LLC | 34,787 | $448.9 萬 | 1.39% | +34+0.1% | 加碼 |
| Invesco, LLC | 34,757 | $448.5 萬 | 1.51% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 34,667 | $447.3 萬 | 0.11% | −333−1.0% | 減碼 |
| Prospera Financial Services Inc | 34,461 | $444.9 萬 | 0.07% | −326−0.9% | 減碼 |
| HB Wealth Management, LLC | 34,466 | $444.8 萬 | 0.03% | +1,437+4.4% | 加碼 |
| Investment Management Corp of Ontario | 34,330 | $443.0 萬 | 0.06% | +10,817+46.0% | 加碼 |
| Community Bank & Trust, Waco, Texas | 33,842 | $436.7 萬 | 0.90% | −419−1.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 33,821 | $436.4 萬 | 0.16% | −1,557−4.4% | 減碼 |
| Martin Capital Partners, LLC | 33,801 | $436.2 萬 | 1.64% | +74+0.2% | 加碼 |
| Opus Investment Management Inc | 33,800 | $436.2 萬 | 2.65% | 00.0% | 不變 |
| Colonial Trust Advisors | 33,275 | $429.4 萬 | 0.32% | −3,318−9.1% | 減碼 |
| Marshall Wace, LLP | 33,268 | $429.3 萬 | 0.00% | −341,316−91.1% | 減碼 |
| Meyer Handelman Co | 33,072 | $426.8 萬 | 0.13% | −200−0.6% | 減碼 |
| Miracle Mile Advisors, LLC | 32,813 | $423.4 萬 | 0.06% | +77+0.2% | 加碼 |
| Fundamentun, LLC | 32,728 | $422.3 萬 | 0.17% | +442+1.4% | 加碼 |
| Nations Financial Group Inc, | 32,630 | $421.1 萬 | 0.22% | −174−0.5% | 減碼 |
| Private Advisor Group, LLC | 32,558 | $420.1 萬 | 0.02% | −1,287−3.8% | 減碼 |
| Independent Advisor Alliance | 32,320 | $417.1 萬 | 0.10% | −527−1.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 32,301 | $416.8 萬 | 0.03% | −194,920−85.8% | 減碼 |
| Chatham Capital Group, Inc. | 32,300 | $416.8 萬 | 0.59% | −475−1.4% | 減碼 |
| Merit Financial Group, LLC | 31,557 | $407.2 萬 | 0.03% | +7,737+32.5% | 加碼 |
| OP Asset Management Ltd | 31,338 | $404.4 萬 | 0.05% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 29,338 | $401.8 萬 | 0.07% | −96−0.3% | 減碼 |
| Benjamin Edwards Inc | 31,007 | $400.1 萬 | 0.04% | −206−0.7% | 減碼 |
| Allstate Corp | 30,993 | $399.9 萬 | 0.05% | +16,612+115.5% | 加碼 |
| Farther Finance Advisors, LLC | 30,961 | $399.5 萬 | 0.04% | +11,214+56.8% | 加碼 |
| Virginia Wealth Management Group, Inc. | 30,718 | $396.4 萬 | 2.32% | +299+1.0% | 加碼 |
| Umb Bank N A | 30,426 | $392.6 萬 | 0.05% | −5,715−15.8% | 減碼 |
| Quotient Wealth Partners, LLC | 30,377 | $392.0 萬 | 0.10% | −6,485−17.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 30,274 | $390.7 萬 | 0.07% | −553−1.8% | 減碼 |
| Omers Administration Corp | 30,252 | $390.4 萬 | 0.03% | +14,600+93.3% | 加碼 |
| First American Bank | 29,802 | $384.6 萬 | 0.23% | −231−0.8% | 減碼 |
| MH & Associates Securities Management Corp | 29,747 | $383.9 萬 | 3.13% | +29,747 | 新進 |
| Glass Wealth Management Co LLC | 29,599 | $381.9 萬 | 1.57% | −1,500−4.8% | 減碼 |