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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 18,294 | $236.1 萬 | 0.03% | −1,394−7.1% | 減碼 |
| Cherokee Insurance Co | 18,150 | $234.2 萬 | 0.95% | 00.0% | 不變 |
| McDonald Partners LLC | 18,064 | $233.1 萬 | 0.73% | −3,879−17.7% | 減碼 |
| Savant Capital, LLC | 18,052 | $232.9 萬 | 0.01% | +922+5.4% | 加碼 |
| Summit Financial, LLC | 17,905 | $231.0 萬 | 0.03% | −538−2.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 17,729 | $228.8 萬 | 0.06% | 00.0% | 不變 |
| Atria Investments LLC | 17,704 | $228.4 萬 | 0.03% | +80+0.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 17,624 | $227.4 萬 | 0.11% | −435−2.4% | 減碼 |
| Bryn Mawr Trust Co | 17,437 | $225.0 萬 | 0.05% | 00.0% | 不變 |
| Caldwell Trust Co | 17,389 | $224.4 萬 | 0.20% | +1,782+11.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 17,336 | $223.7 萬 | 0.02% | +25+0.1% | 加碼 |
| Mutual Advisors, LLC | 17,256 | $222.7 萬 | 0.05% | −65−0.4% | 減碼 |
| Clifford Swan Investment Counsel LLC | 17,252 | $222.6 萬 | 0.07% | 00.0% | 不變 |
| Wisconsin Capital Management LLC | 17,215 | $222.1 萬 | 1.12% | +235+1.4% | 加碼 |
| PFW Advisors LLC | 17,154 | $221.4 萬 | 0.67% | −1,334−7.2% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $220.9 萬 | 0.16% | 00.0% | 不變 |
| First National Advisers, LLC | 17,064 | $220.2 萬 | 0.30% | +36+0.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 17,014 | $219.5 萬 | 0.03% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 16,987 | $219.2 萬 | 0.07% | +42+0.2% | 加碼 |
| Tiaa Trust, National Association | 16,983 | $219.1 萬 | 0.01% | +79+0.5% | 加碼 |
| Twin Capital Management Inc | 16,863 | $217.6 萬 | 0.27% | +16,863 | 新進 |
| Bank Ozk | 16,852 | $217.5 萬 | 0.77% | +368+2.2% | 加碼 |
| Ethic Inc. | 16,814 | $217.0 萬 | 0.03% | +955+6.0% | 加碼 |
| Osmosis Investment Management UK Ltd | 16,780 | $216.5 萬 | 0.05% | +16,780 | 新進 |
| Prime Capital Investment Advisors, LLC | 16,734 | $215.9 萬 | 0.03% | −1,618−8.8% | 減碼 |
| Auxier Asset Management | 16,733 | $215.9 萬 | 0.30% | −145−0.9% | 減碼 |
| Northside Capital Management, LLC | 16,725 | $215.8 萬 | 0.19% | 00.0% | 不變 |
| Toroso Investments, LLC | 16,651 | $214.9 萬 | 0.01% | +1,987+13.6% | 加碼 |
| Patten & Patten Inc | 16,593 | $214.1 萬 | 0.13% | −1,905−10.3% | 減碼 |
| MUFG Securities EMEA plc | 16,518 | $213.1 萬 | 0.02% | +8,783+113.5% | 加碼 |
| Vident Advisory, LLC | 16,372 | $211.3 萬 | 0.02% | −786−4.6% | 減碼 |
| XML Financial, LLC | 16,283 | $210.1 萬 | 0.17% | −1,158−6.6% | 減碼 |
| Jane Street Group, LLC | 16,276 | $210.0 萬 | 0.00% | +1,423+9.6% | 加碼 |
| XTX Topco Ltd | 16,266 | $209.9 萬 | 0.06% | +10,497+182.0% | 加碼 |
| Equitable Holdings, Inc. | 16,229 | $209.4 萬 | 0.01% | +2,784+20.7% | 加碼 |
| Herold Advisors, Inc. | 16,225 | $209.4 萬 | 0.47% | −278−1.7% | 減碼 |
| Raiffeisen Bank International AG | 16,152 | $209.3 萬 | 0.03% | +8,511+111.4% | 加碼 |
| Birch Financial Group, LLC | 16,141 | $208.3 萬 | 1.19% | +70.0% | 加碼 |
| Neville Rodie & Shaw Inc | 16,131 | $208.1 萬 | 0.15% | −72−0.4% | 減碼 |
| TBH Global Asset Management, LLC | 16,115 | $207.9 萬 | 0.36% | +508+3.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 15,928 | $205.5 萬 | 0.00% | −70−0.4% | 減碼 |
| Koshinski Asset Management, Inc. | 15,876 | $204.9 萬 | 0.13% | −82−0.5% | 減碼 |
| Marion Wealth Management | 14,459 | $204.7 萬 | 0.45% | +287+2.0% | 加碼 |
| Great Lakes Retirement, Inc. | 15,859 | $204.6 萬 | 0.21% | +493+3.2% | 加碼 |
| Private Management Group Inc | 15,809 | $204.0 萬 | 0.06% | −300−1.9% | 減碼 |
| William B. Walkup & Associates, Inc. | 15,777 | $203.6 萬 | 1.11% | +16+0.1% | 加碼 |
| Keystone Wealth Services, LLC | 15,741 | $203.1 萬 | 0.43% | −267−1.7% | 減碼 |
| Capital Advisors Inc | 15,701 | $202.6 萬 | 0.03% | +995+6.8% | 加碼 |
| Krilogy Financial LLC | 14,412 | $202.3 萬 | 0.07% | +264+1.9% | 加碼 |
| RFG Advisory, LLC | 15,639 | $201.8 萬 | 0.04% | +2,676+20.6% | 加碼 |
| RMB Capital Management, LLC | 15,534 | $200.4 萬 | 0.03% | +9,268+147.9% | 加碼 |
| Foundations Investment Advisors, LLC | 15,376 | $198.4 萬 | 0.03% | +5,251+51.9% | 加碼 |
| Regions Financial Corp | 15,376 | $198.4 萬 | 0.01% | −2,093−12.0% | 減碼 |
| Independent Solutions Wealth Management, LLC | 15,344 | $198.0 萬 | 0.36% | +184+1.2% | 加碼 |
| IHT Wealth Management, LLC | 15,326 | $197.8 萬 | 0.05% | +3,284+27.3% | 加碼 |
| Mattern Wealth Management LLC | 15,129 | $195.2 萬 | 0.38% | −269−1.7% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 15,106 | $194.9 萬 | 0.04% | −552−3.5% | 減碼 |
| Empirical Finance, LLC | 14,971 | $193.2 萬 | 0.09% | −680−4.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 14,959 | $193.0 萬 | 0.05% | +817+5.8% | 加碼 |
| Valeo Financial Advisors, LLC | 14,846 | $191.6 萬 | 0.04% | −28−0.2% | 減碼 |
| Skopos Labs, Inc. | 14,887 | $191.4 萬 | 0.09% | +10,197+217.4% | 加碼 |
| GAMMA Investing LLC | 14,738 | $190.2 萬 | 0.10% | +643+4.6% | 加碼 |
| Exeter Financial, LLC | 14,725 | $190.0 萬 | 0.81% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 14,726 | $190.0 萬 | 0.04% | +13+0.1% | 加碼 |
| Flagship Capital Management Inc. | 14,610 | $188.5 萬 | 1.33% | +14,610 | 新進 |
| Burney Co | 14,578 | $188.1 萬 | 0.06% | −189−1.3% | 減碼 |
| Curbstone Financial Management Corp | 14,554 | $187.8 萬 | 0.36% | −50−0.3% | 減碼 |
| Havemeyer Place LP | 14,518 | $187.3 萬 | 0.37% | +14,518 | 新進 |
| Bleakley Financial Group, LLC | 14,414 | $186.0 萬 | 0.03% | +2,017+16.3% | 加碼 |
| Avantax Planning Partners, Inc. | 14,388 | $185.7 萬 | 0.05% | −391−2.6% | 減碼 |
| Highland Capital Management, LLC | 14,333 | $185.0 萬 | 0.09% | +14,333 | 新進 |
| Stephens Inc | 14,324 | $184.8 萬 | 0.02% | −89−0.6% | 減碼 |
| South State Corp. | 14,277 | $184.2 萬 | 0.08% | +36+0.3% | 加碼 |
| Axq Capital, LP | 14,210 | $183.4 萬 | 0.41% | +14,210 | 新進 |
| YHB Investment Advisors, Inc. | 14,183 | $183.0 萬 | 0.13% | +215+1.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 14,177 | $182.9 萬 | 0.02% | −681−4.6% | 減碼 |
| Wilkins Investment Counsel Inc | 14,118 | $182.2 萬 | 0.27% | −1,000−6.6% | 減碼 |
| Haverford Trust Co | 14,096 | $181.9 萬 | 0.02% | +9+0.1% | 加碼 |
| Profund Advisors LLC | 14,083 | $181.7 萬 | 0.06% | −2,318−14.1% | 減碼 |
| Segment Wealth Management, LLC | 14,071 | $181.6 萬 | 0.11% | +50+0.4% | 加碼 |
| North Dakota State Investment Board | 13,983 | $180.4 萬 | 0.07% | +13,983 | 新進 |
| PFG Investments, LLC | 13,979 | $180.4 萬 | 0.08% | −1,766−11.2% | 減碼 |
| Logan Capital Management Inc | 13,715 | $177.0 萬 | 0.07% | 00.0% | 不變 |
| Harvest Portfolios Group Inc. | 13,705 | $176.8 萬 | 0.03% | +8+0.1% | 加碼 |
| Counterweight Ventures, LLC | 13,702 | $176.8 萬 | 0.99% | −31−0.2% | 減碼 |
| Everett Harris & Co | 13,620 | $175.8 萬 | 0.02% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 13,593 | $175.4 萬 | 0.02% | +438+3.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 13,572 | $175.1 萬 | 0.01% | +13,572 | 新進 |
| River Wealth Advisors LLC | 13,513 | $174.4 萬 | 0.20% | −1,457−9.7% | 減碼 |
| Energy Income Partners, LLC | 13,501 | $174.2 萬 | 0.03% | +178+1.3% | 加碼 |
| Capitolis Liquid Global Markets LLC | 13,463 | $173.7 萬 | 0.01% | +13,463 | 新進 |
| Private Capital Management, LLC | 13,402 | $172.9 萬 | 0.16% | +10.0% | 加碼 |
| Apollon Wealth Management, LLC | 13,296 | $171.6 萬 | 0.03% | −694−5.0% | 減碼 |
| Nicholson Wealth Management Group, LLC | 13,267 | $171.2 萬 | 1.00% | −189−1.4% | 減碼 |
| Genus Capital Management Inc. | 13,225 | $170.7 萬 | 0.20% | +13,225 | 新進 |
| CWC Advisors, LLC. | 13,168 | $169.9 萬 | 0.82% | −183−1.4% | 減碼 |
| Paragon Capital Management LLC | 13,131 | $169.4 萬 | 0.86% | −161−1.2% | 減碼 |
| TD Private Client Wealth LLC | 13,075 | $168.7 萬 | 0.04% | −1,013−7.2% | 減碼 |
| Parcion Private Wealth LLC | 13,043 | $168.3 萬 | 0.10% | +1,685+14.8% | 加碼 |
| Legato Capital Management LLC | 12,940 | $167.0 萬 | 0.14% | +12,940 | 新進 |