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。
2026 年第 1 季 13F 持有人
Phillips 66 在 2026/3/31 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
- 2,132
- 較 2025 年第 4 季 +259 家
- 持有股數
- 3.13 億
- 較 2025 年第 4 季 +6,138 萬 (+24.4%)
- 總市值
- $569.8 億
- 較 2025 年第 4 季 +$244.9 億 (+75.4%)
- 新進機構
- 353
- 另有 689 家加碼
- 清倉機構
- 94
- 另有 744 家減碼
另有 31 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 2,601 | $47.4 萬 | 0.03% | +179+7.4% | 加碼 |
| Seamount Financial Group Inc | 2,602 | $47.4 萬 | 0.21% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 2,977 | $47.4 萬 | 0.06% | +92+3.2% | 加碼 |
| Ethos Financial Group, LLC | 3,084 | $47.7 萬 | 0.03% | +1,484+92.8% | 加碼 |
| E&G Advisors, LP | 2,630 | $47.9 萬 | 0.11% | +10+0.4% | 加碼 |
| Canal Capital Management, LLC | 2,645 | $48.2 萬 | 0.07% | 00.0% | 不變 |
| Plan A Wealth LLC | 2,665 | $48.6 萬 | 0.23% | 00.0% | 不變 |
| Aristotle Capital Management, LLC | 2,668 | $48.6 萬 | 0.00% | −46−1.7% | 減碼 |
| M3 Advisory Group, LLC | 2,672 | $48.7 萬 | 0.30% | +78+3.0% | 加碼 |
| Beto Financial Group, LLC | 2,911 | $49.0 萬 | 0.29% | +11+0.4% | 加碼 |
| Oakworth Capital, Inc. | 2,690 | $49.0 萬 | 0.03% | +1,229+84.1% | 加碼 |
| Northcape Wealth Management, LLC | 2,696 | $49.1 萬 | 0.13% | −71−2.6% | 減碼 |
| Montag A & Associates Inc | 2,696 | $49.1 萬 | 0.02% | 00.0% | 不變 |
| Weaver Consulting Group | 2,701 | $49.2 萬 | 0.12% | −475−15.0% | 減碼 |
| Athena Investment Management | 2,705 | $49.3 萬 | 0.26% | −456−14.4% | 減碼 |
| Granite Group Advisors, LLC | 2,828 | $49.4 萬 | 0.30% | −320−10.2% | 減碼 |
| Forum Financial Management, LP | 2,713 | $49.4 萬 | 0.01% | −6,612−70.9% | 減碼 |
| Stiles Financial Services Inc | 2,715 | $49.5 萬 | 0.15% | −91−3.2% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 2,728 | $49.7 萬 | 0.14% | +2,728 | 新進 |
| McDaniel Terry & Co | 2,730 | $49.7 萬 | 0.04% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 2,743 | $50.0 萬 | 0.02% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 2,744 | $50.0 萬 | 0.07% | +171+6.6% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,757 | $50.2 萬 | 0.04% | +851+44.6% | 加碼 |
| Lantern Wealth Advisors, LLC | 2,763 | $50.3 萬 | 0.26% | +2+0.1% | 加碼 |
| WealthShield Partners, LLC | 2,775 | $50.5 萬 | 0.06% | −179−6.1% | 減碼 |
| Thompson Siegel & Walmsley LLC | 2,776 | $50.6 萬 | 0.01% | −42−1.5% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,786 | $50.8 萬 | 0.17% | +1,131+68.3% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 2,786 | $50.8 萬 | 0.05% | +2,786 | 新進 |
| Stolper Co | 43,701 | $50.9 萬 | 0.17% | −2,463−5.3% | 減碼 |
| Trust Point Inc. | 2,805 | $51.1 萬 | 0.04% | +475+20.4% | 加碼 |
| Magnus Financial Group LLC | 2,810 | $51.2 萬 | 0.04% | −341−10.8% | 減碼 |
| Beaton Management Co. Inc. | 2,808 | $51.2 萬 | 0.23% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 2,827 | $51.5 萬 | 0.38% | +17+0.6% | 加碼 |
| Northwest Wealth Management, LLC | 2,828 | $51.5 萬 | 0.08% | −149−5.0% | 減碼 |
| Sterling Wealth Management, Inc. | 2,830 | $51.6 萬 | 0.14% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 2,834 | $51.6 萬 | 0.13% | −414−12.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 2,840 | $51.7 萬 | 0.06% | −218−7.1% | 減碼 |
| Stockman Wealth Management, Inc. | 2,845 | $51.8 萬 | 0.06% | +107+3.9% | 加碼 |
| Merrion Investment Management Co, LLC | 2,850 | $51.9 萬 | 0.28% | 00.0% | 不變 |
| Harrell Investment Partners, LLC | 2,858 | $52.1 萬 | 0.12% | +200+7.5% | 加碼 |
| North Star Investment Management Corp. | 2,858 | $52.1 萬 | 0.03% | +189+7.1% | 加碼 |
| Root Financial Partners, LLC | 2,859 | $52.1 萬 | 0.02% | +1,444+102.0% | 加碼 |
| Westpac Banking Corp | 2,860 | $52.1 萬 | 0.04% | 00.0% | 不變 |
| Oasis Advisors, LLC | 2,862 | $52.2 萬 | 0.10% | +2,862 | 新進 |
| Alps Advisors Inc | 2,870 | $52.3 萬 | 0.00% | +2,870 | 新進 |
| LMR Partners LLP | 2,884 | $52.5 萬 | 0.00% | −79,469−96.5% | 減碼 |
| Oslo Pensjonsforsikring AS | 2,890 | $52.6 萬 | 0.08% | +2,890 | 新進 |
| Reuter James Wealth Management, LLC | 2,897 | $52.8 萬 | 0.08% | −2−0.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,898 | $52.8 萬 | 0.01% | −137−4.5% | 減碼 |
| Persium Advisors, LLC | 2,902 | $52.9 萬 | 0.42% | −15−0.5% | 減碼 |
| Vanguard National Trust Co | 2,907 | $53.0 萬 | 0.03% | +2,907 | 新進 |
| Teamwork Financial Advisors, LLC | 2,922 | $53.2 萬 | 0.06% | −3−0.1% | 減碼 |
| WBI Investments | 2,933 | $53.4 萬 | 0.15% | +2,933 | 新進 |
| Millington Securities, LLC | 2,933 | $53.4 萬 | 0.15% | +2,933 | 新進 |
| Abel Hall, LLC | 2,934 | $53.5 萬 | 0.11% | −413−12.3% | 減碼 |
| FIL Ltd | 2,946 | $53.7 萬 | 0.00% | −4,794−61.9% | 減碼 |
| Foster Group, Inc. | 2,949 | $53.7 萬 | 0.02% | +69+2.4% | 加碼 |
| Univest Financial Corp | 2,955 | $53.8 萬 | 0.03% | −122−4.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,387 | $53.9 萬 | 0.01% | −200−5.6% | 減碼 |
| Lummis Asset Management, LP | 3,011 | $54.0 萬 | 0.32% | 00.0% | 不變 |
| Waycross Partners, LLC | 2,965 | $54.0 萬 | 0.05% | 00.0% | 不變 |
| Aries Wealth Management | 2,973 | $54.2 萬 | 0.12% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 2,978 | $54.2 萬 | 0.07% | −6−0.2% | 減碼 |
| Plimoth Trust Co LLC | 2,984 | $54.4 萬 | 0.12% | 00.0% | 不變 |
| Vectors Research Management, LLC | 2,985 | $54.4 萬 | 0.16% | +8+0.3% | 加碼 |
| Kanawha Capital Management LLC | 2,995 | $54.6 萬 | 0.04% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 3,000 | $54.7 萬 | 0.18% | −9,751−76.5% | 減碼 |
| Two Sigma Investments, LP | 3,000 | $54.7 萬 | 0.00% | +3,000 | 新進 |
| Estabrook Capital Management | 3,008 | $54.8 萬 | 0.08% | +14+0.5% | 加碼 |
| MTM Investment Management, LLC | 3,012 | $54.9 萬 | 0.17% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 3,024 | $55.1 萬 | 0.07% | +167+5.8% | 加碼 |
| Calamos Wealth Management LLC | 3,024 | $55.1 萬 | 0.02% | +343+12.8% | 加碼 |
| Apella Capital, LLC | 3,529 | $55.2 萬 | 0.01% | +274+8.4% | 加碼 |
| Van Strum & Towne Inc. | 3,031 | $55.2 萬 | 0.16% | 00.0% | 不變 |
| Tulsa Wealth Advisors, INC | 3,044 | $55.5 萬 | 0.10% | −16,281−84.2% | 減碼 |
| Ballew Advisors, Inc | 3,456 | $55.7 萬 | 0.31% | 00.0% | 不變 |
| Runnymede Capital Advisors, Inc. | 3,056 | $55.7 萬 | 0.48% | +3,056 | 新進 |
| Waldron Private Wealth LLC | 3,057 | $55.7 萬 | 0.02% | −193−5.9% | 減碼 |
| Hilton Head Capital Partners, LLC | 3,071 | $55.9 萬 | 0.32% | −639−17.2% | 減碼 |
| RM Financial Services, LLC | 3,075 | $56.0 萬 | 0.48% | −260−7.8% | 減碼 |
| Roundview Capital LLC | 3,088 | $56.3 萬 | 0.04% | −339−9.9% | 減碼 |
| Measured Risk Portfolios, Inc. | 3,090 | $56.3 萬 | 0.62% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 3,097 | $56.4 萬 | 0.00% | +433+16.3% | 加碼 |
| USA Financial Portformulas Corp | 3,103 | $56.5 萬 | 0.11% | +3,103 | 新進 |
| Meridian Wealth Management, LLC | 3,118 | $56.8 萬 | 0.02% | +989+46.5% | 加碼 |
| Sharp Financial Services, LLC | 3,123 | $56.9 萬 | 0.28% | −403−11.4% | 減碼 |
| Cfo Capital Management LLC | 3,125 | $56.9 萬 | 0.47% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 3,132 | $57.1 萬 | 0.02% | −78−2.4% | 減碼 |
| Investment Research Partners LLC | 3,157 | $57.5 萬 | 0.23% | +27+0.9% | 加碼 |
| OneAscent Financial Services LLC | 3,176 | $57.9 萬 | 0.03% | +3,176 | 新進 |
| Indivisible Partners | 3,194 | $58.2 萬 | 0.05% | +483+17.8% | 加碼 |
| Vista Investment Partners LLC | 3,199 | $58.3 萬 | 0.15% | +10.0% | 加碼 |
| Close Asset Management Ltd | 3,200 | $58.3 萬 | 0.02% | +1,090+51.7% | 加碼 |
| LCNB Corp | 3,209 | $58.5 萬 | 0.20% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 3,210 | $58.5 萬 | 0.03% | −153−4.5% | 減碼 |
| Vaughan David Investments LLC | 3,215 | $58.6 萬 | 0.01% | −6−0.2% | 減碼 |
| Waterloo Capital, L.P. | 3,222 | $58.7 萬 | 0.04% | +224+7.5% | 加碼 |
| Clear Trail Advisors, LLC | 3,226 | $58.8 萬 | 0.10% | +3,226 | 新進 |
| Harbor Investment Advisory, LLC | 3,235 | $58.9 萬 | 0.05% | −47−1.4% | 減碼 |
| Foster & Motley Inc | 3,236 | $59.0 萬 | 0.03% | −81−2.4% | 減碼 |