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
- 2,131
- 較 2025 年第 4 季 +258 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
- 352
- 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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 3,259 | $59.4 萬 | 0.13% | −69−2.1% | 減碼 |
| Brandywine Oak Private Wealth LLC | 3,266 | $59.5 萬 | 0.05% | +60+1.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,267 | $59.5 萬 | 0.03% | +122+3.9% | 加碼 |
| Marin Bay Wealth Advisors, LLC | 3,275 | $59.7 萬 | 0.36% | −136−4.0% | 減碼 |
| LVZ Advisors, Inc. | 3,276 | $59.7 萬 | 0.07% | −2,295−41.2% | 減碼 |
| Courier Capital LLC | 3,277 | $59.7 萬 | 0.03% | 00.0% | 不變 |
| Volterra Technologies LP | 3,281 | $59.8 萬 | 0.42% | +3,281 | 新進 |
| Impact Partnership Wealth, LLC | 3,292 | $60.0 萬 | 0.07% | −1,091−24.9% | 減碼 |
| HCR Wealth Advisors | 3,293 | $60.0 萬 | 0.06% | −227−6.4% | 減碼 |
| Blue Edge Capital, LLC | 3,302 | $60.1 萬 | 0.08% | 00.0% | 不變 |
| Field & Main Bank | 3,302 | $60.2 萬 | 0.18% | −212−6.0% | 減碼 |
| Atticus Wealth Management, LLC | 3,303 | $60.2 萬 | 0.16% | −227−6.4% | 減碼 |
| Strategy Asset Managers LLC | 3,307 | $60.2 萬 | 0.10% | +74+2.3% | 加碼 |
| Allen Investment Management LLC | 3,318 | $60.4 萬 | 0.01% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 3,319 | $60.5 萬 | 0.01% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 3,326 | $60.6 萬 | 0.06% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 3,330 | $60.7 萬 | 0.21% | +163+5.1% | 加碼 |
| Rossmore Private Capital | 3,332 | $60.7 萬 | 0.05% | 00.0% | 不變 |
| Welch Group, LLC | 3,337 | $60.8 萬 | 0.02% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 3,340 | $60.8 萬 | 0.03% | +332+11.0% | 加碼 |
| Wedgewood Investors Inc | 3,350 | $61.0 萬 | 0.70% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 3,352 | $61.1 萬 | 0.15% | +3,352 | 新進 |
| Ritholtz Wealth Management | 3,363 | $61.3 萬 | 0.01% | +205+6.5% | 加碼 |
| Corbyn Investment Management Inc | 3,369 | $61.4 萬 | 0.20% | −18−0.5% | 減碼 |
| Second Line Capital, LLC | 3,438 | $61.6 萬 | 0.12% | +225+7.0% | 加碼 |
| Uncommon Cents Investing LLC | 3,382 | $61.6 萬 | 0.14% | 00.0% | 不變 |
| GenTrust, LLC | 3,398 | $61.9 萬 | 0.03% | +222+7.0% | 加碼 |
| FRG Family Wealth Advisors LLC | 3,401 | $62.0 萬 | 0.10% | −1,832−35.0% | 減碼 |
| Legacy Private Trust Co. | 3,405 | $62.0 萬 | 0.04% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 3,414 | $62.2 萬 | 0.18% | −1,157−25.3% | 減碼 |
| Advisory Alpha, LLC | 3,414 | $62.2 萬 | 0.02% | +241+7.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,424 | $62.4 萬 | 0.04% | +1,772+107.3% | 加碼 |
| Jacobs Equity LLC | 3,429 | $62.5 萬 | 0.56% | +10.0% | 加碼 |
| CWA Asset Management Group, LLC | 3,430 | $62.5 萬 | 0.02% | +94+2.8% | 加碼 |
| Retirement Planning Group | 3,432 | $62.5 萬 | 0.02% | +1,025+42.6% | 加碼 |
| LexAurum Advisors, LLC | 3,443 | $62.7 萬 | 0.08% | +3,443 | 新進 |
| Old Point Trust & Financial Services N A | 3,450 | $62.9 萬 | 0.20% | −300−8.0% | 減碼 |
| waypoint wealth counsel | 3,456 | $63.0 萬 | 0.33% | −892−20.5% | 減碼 |
| Mill Capital Management, LLC | 3,462 | $63.1 萬 | 0.05% | −682−16.5% | 減碼 |
| Journey Advisory Group, LLC | 3,472 | $63.3 萬 | 0.05% | 00.0% | 不變 |
| Ballentine Partners, LLC | 3,475 | $63.3 萬 | 0.01% | +31+0.9% | 加碼 |
| Crawford Investment Counsel Inc | 3,481 | $63.4 萬 | 0.01% | −141−3.9% | 減碼 |
| Woodmont Investment Counsel LLC | 3,488 | $63.5 萬 | 0.04% | 00.0% | 不變 |
| Tripletail Wealth Management, LLC | 3,608 | $63.6 萬 | 0.87% | −82−2.2% | 減碼 |
| Schnieders Capital Management, LLC. | 3,508 | $63.9 萬 | 0.10% | 00.0% | 不變 |
| Snowwater Investment Partners, LLC | 3,510 | $63.9 萬 | 0.60% | 00.0% | 不變 |
| 111 Capital | 3,511 | $64.0 萬 | 0.16% | +3,511 | 新進 |
| Journey Strategic Wealth LLC | 3,513 | $64.0 萬 | 0.02% | +746+27.0% | 加碼 |
| Moody National Bank Trust Division | 3,516 | $64.1 萬 | 0.06% | +80+2.3% | 加碼 |
| Harbor Advisors LLC | 3,541 | $64.5 萬 | 0.09% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 3,544 | $64.6 萬 | 0.04% | −7−0.2% | 減碼 |
| Master's Wealth Management Inc. | 3,545 | $64.6 萬 | 0.22% | +299+9.2% | 加碼 |
| National Philanthropic Trust | 3,557 | $64.8 萬 | 0.01% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 3,610 | $65.8 萬 | 0.01% | −566−13.6% | 減碼 |
| Leonteq Securities AG | 3,611 | $65.8 萬 | 0.04% | −1,525−29.7% | 減碼 |
| Nilsine Partners, LLC | 4,009 | $65.8 萬 | 0.05% | +48+1.2% | 加碼 |
| Riverwater Partners LLC | 3,616 | $65.9 萬 | 0.22% | −8−0.2% | 減碼 |
| Parkside Financial Bank & Trust | 3,628 | $66.1 萬 | 0.05% | −82−2.2% | 減碼 |
| S.A. Mason LLC | 3,629 | $66.1 萬 | 0.25% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 3,630 | $66.1 萬 | 0.04% | +1,842+103.0% | 加碼 |
| Demars Financial Group, LLC | 3,635 | $66.2 萬 | 0.22% | 00.0% | 不變 |
| Jackson Thornton Asset Management, LLC | 4,175 | $66.5 萬 | 0.06% | +190+4.8% | 加碼 |
| Riverbend Wealth Management, LLC | 3,659 | $66.7 萬 | 0.41% | −38−1.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,663 | $66.7 萬 | 0.21% | +514+16.3% | 加碼 |
| Chilton Investment Co LLC | 3,666 | $66.8 萬 | 0.02% | +3,666 | 新進 |
| Princeton Global Asset Management LLC | 3,681 | $67.1 萬 | 0.11% | +3+0.1% | 加碼 |
| Keel Point, LLC | 3,694 | $67.3 萬 | 0.05% | −72−1.9% | 減碼 |
| Trustmark National Bank Trust Department | 3,695 | $67.3 萬 | 0.04% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 3,697 | $67.4 萬 | 0.01% | +613+19.9% | 加碼 |
| Ronald Blue Trust, Inc. | 3,702 | $67.5 萬 | 0.01% | −15−0.4% | 減碼 |
| E Fund Management Co., Ltd. | 3,715 | $67.7 萬 | 0.02% | +3,715 | 新進 |
| Capital Investment Advisory Services, LLC | 3,720 | $67.8 萬 | 0.05% | +199+5.7% | 加碼 |
| Cadinha & Co LLC | 3,720 | $67.8 萬 | 0.13% | 00.0% | 不變 |
| Clifford Group, LLC | 3,722 | $67.8 萬 | 0.52% | +407+12.3% | 加碼 |
| Berkshire Asset Management LLC | 3,727 | $67.9 萬 | 0.03% | +483+14.9% | 加碼 |
| Personal Cfo Solutions, LLC | 3,747 | $68.3 萬 | 0.10% | +3,747 | 新進 |
| Freestone Capital Holdings, LLC | 3,767 | $68.6 萬 | 0.02% | −199−5.0% | 減碼 |
| Whittier Trust Co | 3,873 | $68.7 萬 | 0.01% | −643−14.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 3,802 | $69.3 萬 | 0.05% | −12−0.3% | 減碼 |
| Roberts Glore & Co Inc | 3,806 | $69.3 萬 | 0.19% | −34−0.9% | 減碼 |
| Guardian Wealth Management, Inc. | 3,811 | $69.4 萬 | 0.38% | −622−14.0% | 減碼 |
| Bennett Associates Wealth Management | 3,816 | $69.5 萬 | 0.47% | −511−11.8% | 減碼 |
| Dearborn Partners LLC | 3,819 | $69.6 萬 | 0.04% | −1,053−21.6% | 減碼 |
| Gratus Wealth Advisors, LLC | 3,824 | $69.7 萬 | 0.10% | −412−9.7% | 減碼 |
| Cigna Investments Inc | 3,825 | $69.7 萬 | 0.11% | −128−3.2% | 減碼 |
| Montchanin Asset Management, LLC | 3,830 | $69.8 萬 | 0.74% | +3,830 | 新進 |
| Roof Eidam & Maycock | 3,843 | $70.0 萬 | 0.16% | 00.0% | 不變 |
| Ci Investments Inc. | 3,847 | $70.1 萬 | 0.00% | −417−9.8% | 減碼 |
| John G Ullman & Associates Inc | 3,850 | $70.1 萬 | 0.09% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 3,852 | $70.2 萬 | 0.07% | −35−0.9% | 減碼 |
| Smart Portfolios, LLC | 3,855 | $70.2 萬 | 0.70% | −45−1.2% | 減碼 |
| SFMG, LLC | 3,859 | $70.3 萬 | 0.05% | +1,000+35.0% | 加碼 |
| Campion Asset Management LLC | 3,867 | $70.4 萬 | 0.48% | −40−1.0% | 減碼 |
| PDS Planning, Inc | 3,867 | $70.5 萬 | 0.05% | −23−0.6% | 減碼 |
| Essential Partners LLC | 3,871 | $70.5 萬 | 0.24% | −149−3.7% | 減碼 |
| Spinnaker Trust | 3,875 | $70.6 萬 | 0.04% | −26−0.7% | 減碼 |
| Focus Financial Network, Inc. | 3,875 | $70.6 萬 | 0.03% | −547−12.4% | 減碼 |
| Hamilton Capital, LLC | 3,880 | $70.7 萬 | 0.04% | −29−0.7% | 減碼 |
| Ascent Group, LLC | 3,883 | $70.7 萬 | 0.02% | +526+15.7% | 加碼 |
| Qsemble Capital Management, LP | 3,890 | $70.9 萬 | 0.05% | +1,389+55.5% | 加碼 |