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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 4,056 | $71.2 萬 | 0.01% | −935−18.7% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,913 | $71.3 萬 | 0.04% | −1,879−32.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,922 | $71.5 萬 | 0.01% | −9,650−71.1% | 減碼 |
| Excalibur Management Corp | 3,922 | $71.5 萬 | 0.26% | 00.0% | 不變 |
| Southland Equity Partners LLC | 3,923 | $71.5 萬 | 0.14% | −10.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 3,944 | $71.9 萬 | 0.05% | +11+0.3% | 加碼 |
| RMR Wealth Builders | 3,952 | $72.0 萬 | 0.06% | +39+1.0% | 加碼 |
| Three Seasons Wealth, LLC | 3,958 | $72.1 萬 | 0.28% | +132+3.5% | 加碼 |
| Jupiter Wealth Management LLC | 4,200 | $72.2 萬 | 0.29% | +1,950+86.7% | 加碼 |
| Biltmore Wealth Management, LLC | 3,971 | $72.3 萬 | 0.26% | −128−3.1% | 減碼 |
| GW Henssler & Associates Ltd | 3,977 | $72.5 萬 | 0.03% | −43−1.1% | 減碼 |
| Fulton Bank, N.A. | 3,990 | $72.7 萬 | 0.03% | −20−0.5% | 減碼 |
| Abner Herrman & Brock LLC | 4,000 | $72.9 萬 | 0.08% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 4,006 | $73.0 萬 | 0.15% | −1,308−24.6% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,535 | $73.2 萬 | 0.23% | −64−1.4% | 減碼 |
| Rossby Financial, LCC | 4,169 | $73.2 萬 | 0.15% | +129+3.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,022 | $73.3 萬 | 0.01% | −53−1.3% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,023 | $73.3 萬 | 0.04% | −481−10.7% | 減碼 |
| Cushing Capital Partners, LLC | 4,040 | $73.6 萬 | 0.57% | +4,040 | 新進 |
| Whalerock Point Partners, LLC | 4,044 | $73.7 萬 | 0.14% | 00.0% | 不變 |
| Marathon Strategic Advisors, LLC | 4,059 | $73.9 萬 | 0.53% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 4,060 | $74.0 萬 | 0.07% | −150−3.6% | 減碼 |
| Patron Partners Advisors, LLC | 4,064 | $74.0 萬 | 0.33% | −69−1.7% | 減碼 |
| QTR Family Wealth, LLC | 4,664 | $74.1 萬 | 0.31% | −359−7.1% | 減碼 |
| Modera Wealth Management, LLC | 4,068 | $74.1 萬 | 0.01% | −25−0.6% | 減碼 |
| Argyle Capital Partners, LLC | 4,072 | $74.2 萬 | 0.53% | −175−4.1% | 減碼 |
| Peoples Financial Services Corp. | 4,075 | $74.2 萬 | 0.35% | 00.0% | 不變 |
| Islay Capital Management, LLC | 4,082 | $74.4 萬 | 0.38% | −253−5.8% | 減碼 |
| Busey Wealth Management | 4,085 | $74.4 萬 | 0.02% | −10.0% | 減碼 |
| Nwam LLC | 4,085 | $74.4 萬 | 0.04% | +759+22.8% | 加碼 |
| Richwood Investment Advisors, LLC | 4,110 | $74.9 萬 | 0.58% | −200−4.6% | 減碼 |
| Burford Brothers, Inc. | 4,128 | $75.2 萬 | 0.31% | +5+0.1% | 加碼 |
| SAM Advisors, LLC | 4,136 | $75.3 萬 | 0.24% | 00.0% | 不變 |
| MBL Wealth, LLC | 4,146 | $75.5 萬 | 0.06% | +1,411+51.6% | 加碼 |
| Alchemi Wealth, LLC | 4,155 | $75.7 萬 | 0.42% | +58+1.4% | 加碼 |
| Tred Avon Family Wealth, LLC | 4,184 | $76.2 萬 | 0.25% | −1,230−22.7% | 減碼 |
| Clearbridge Investments, LLC | 4,197 | $76.5 萬 | 0.00% | −4,655−52.6% | 減碼 |
| Johnson & White Wealth Management, LLC | 4,235 | $77.1 萬 | 0.33% | 00.0% | 不變 |
| Michael B. Yongue | 4,235 | $77.2 萬 | 0.56% | +4,235 | 新進 |
| Aull & Monroe Investment Management Corp | 4,237 | $77.2 萬 | 0.36% | 00.0% | 不變 |
| Means Investment Co., Inc. | 4,242 | $77.3 萬 | 0.07% | +72+1.7% | 加碼 |
| Moment Partners, LLC | 4,247 | $77.4 萬 | 0.14% | −14−0.3% | 減碼 |
| Empire Financial Management Company, LLC | 4,276 | $77.9 萬 | 0.18% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 4,331 | $78.9 萬 | 0.01% | +529+13.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 4,338 | $79.0 萬 | 0.03% | +3,757+646.6% | 加碼 |
| Basepoint Wealth LLC | 4,345 | $79.2 萬 | 0.45% | −48−1.1% | 減碼 |
| TIAA Wealth Investment Management LLC | 4,349 | $79.2 萬 | 0.01% | +4,349 | 新進 |
| GWN Securities Inc. | 4,364 | $79.5 萬 | 0.15% | −148−3.3% | 減碼 |
| Armor Investment Advisors, LLC | 4,366 | $79.5 萬 | 0.29% | −73−1.6% | 減碼 |
| Cornerstone Wealth Group, LLC | 5,015 | $79.9 萬 | 0.05% | −157−3.0% | 減碼 |
| WP Advisors, LLC | 4,413 | $80.4 萬 | 0.21% | +24+0.5% | 加碼 |
| Charter Trust Co | 4,436 | $80.8 萬 | 0.05% | −9−0.2% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,444 | $81.0 萬 | 0.22% | 00.0% | 不變 |
| Mangrove Partners | 4,447 | $81.0 萬 | 0.07% | −2,672−37.5% | 減碼 |
| CFS Investment Advisory Services, LLC | 5,199 | $81.3 萬 | 0.06% | −37−0.7% | 減碼 |
| NVWM, LLC | 4,470 | $81.4 萬 | 0.18% | −322−6.7% | 減碼 |
| Lincoln Capital LLC | 4,460 | $81.5 萬 | 0.15% | 00.0% | 不變 |
| Wealth Advisory Solutions, LLC | 4,479 | $81.6 萬 | 0.18% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 4,513 | $82.2 萬 | 0.04% | −440−8.9% | 減碼 |
| Veracity Capital LLC | 4,546 | $82.8 萬 | 0.30% | +66+1.5% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 4,590 | $83.6 萬 | 0.04% | −140−3.0% | 減碼 |
| 5T Wealth, LLC | 4,621 | $84.2 萬 | 0.33% | −10−0.2% | 減碼 |
| Golden State Equity Partners | 4,653 | $84.8 萬 | 0.06% | +1,625+53.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,656 | $84.8 萬 | 0.09% | +25+0.5% | 加碼 |
| Baker Avenue Asset Management, LP | 4,666 | $85.0 萬 | 0.02% | +2,489+114.3% | 加碼 |
| LVM Capital Management Ltd | 4,676 | $85.2 萬 | 0.08% | +281+6.4% | 加碼 |
| Tradewinds, LLC. | 4,838 | $85.2 萬 | 0.27% | +52+1.1% | 加碼 |
| Massmutual Trust Co FSB | 4,681 | $85.3 萬 | 0.02% | −283−5.7% | 減碼 |
| Corps Capital Advisors, LLC | 4,684 | $85.3 萬 | 0.74% | +1,430+43.9% | 加碼 |
| Investors Research Corp | 4,692 | $85.5 萬 | 0.16% | −84−1.8% | 減碼 |
| Corsicana & Co. | 6,987 | $86.3 萬 | 0.55% | +65+0.9% | 加碼 |
| Retirement Investment Advisors, Inc. | 6,687 | $86.3 萬 | 0.07% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 4,739 | $86.3 萬 | 0.02% | +1,969+71.1% | 加碼 |
| Gryphon Financial Partners LLC | 4,751 | $86.6 萬 | 0.09% | +15+0.3% | 加碼 |
| RiverFront Investment Group, LLC | 4,779 | $87.1 萬 | 0.01% | +2,689+128.7% | 加碼 |
| Hennessy Advisors Inc | 4,800 | $87.4 萬 | 0.03% | +1,300+37.1% | 加碼 |
| Mather Group, LLC. | 4,806 | $87.6 萬 | 0.01% | −529−9.9% | 減碼 |
| Compass Capital Corp | 5,200 | $87.8 萬 | 0.31% | +2,920+128.1% | 加碼 |
| State of Wyoming | 4,833 | $88.0 萬 | 0.10% | +3,123+182.6% | 加碼 |
| Sentinus, LLC | 4,867 | $88.7 萬 | 0.08% | +1,620+49.9% | 加碼 |
| Advisor OS, LLC | 4,867 | $88.7 萬 | 0.06% | −258−5.0% | 減碼 |
| Howland Capital Management LLC | 4,874 | $88.8 萬 | 0.04% | +3,000+160.1% | 加碼 |
| Joel Isaacson & Co., LLC | 4,889 | $89.1 萬 | 0.03% | −619−11.2% | 減碼 |
| CSS LLC | 4,890 | $89.1 萬 | 0.05% | +980+25.1% | 加碼 |
| Smartleaf Asset Management LLC | 4,826 | $89.2 萬 | 0.03% | +619+14.7% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,915 | $89.5 萬 | 0.12% | +305+6.6% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,923 | $89.7 萬 | 0.15% | +10.0% | 加碼 |
| First National Bank & Trust Co of Newtown | 4,937 | $89.9 萬 | 0.19% | −741−13.1% | 減碼 |
| Larson Financial Group LLC | 4,942 | $90.0 萬 | 0.03% | +1,655+50.3% | 加碼 |
| Autumn Glory Partners, LLC | 4,943 | $90.1 萬 | 0.33% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 4,980 | $90.7 萬 | 0.41% | 00.0% | 不變 |
| Montecito Bank & Trust | 4,997 | $91.0 萬 | 0.15% | −480−8.8% | 減碼 |
| Cito Capital Group, LLC | 5,000 | $91.1 萬 | 0.28% | 00.0% | 不變 |
| B&L Asset Management LLC | 5,028 | $91.6 萬 | 0.40% | +430+9.4% | 加碼 |
| Augustine Asset Management Inc | 5,045 | $91.9 萬 | 0.21% | +32+0.6% | 加碼 |
| Bridges Investment Management Inc | 5,047 | $91.9 萬 | 0.01% | −30−0.6% | 減碼 |
| Valley Brook Capital Group | 5,054 | $92.1 萬 | 0.62% | +26+0.5% | 加碼 |
| Rexford Capital Inc | 5,054 | $92.1 萬 | 0.66% | +8+0.2% | 加碼 |
| KCM Investment Advisors LLC | 5,063 | $92.2 萬 | 0.03% | +463+10.1% | 加碼 |
| Belpointe Asset Management LLC | 5,094 | $92.8 萬 | 0.03% | +1,486+41.2% | 加碼 |