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 |
|---|---|---|---|---|---|
| America First Investment Advisors, LLC | 6,580 | $119.9 萬 | 0.22% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 6,583 | $119.9 萬 | 0.26% | −1,310−16.6% | 減碼 |
| Confluence Wealth Services, Inc. | 6,601 | $120.3 萬 | 0.05% | +234+3.7% | 加碼 |
| Bradley Foster & Sargent Inc | 6,604 | $120.3 萬 | 0.02% | −185−2.7% | 減碼 |
| Mairs & Power Inc | 6,604 | $120.3 萬 | 0.01% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 6,604 | $120.3 萬 | 0.14% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 7,557 | $120.4 萬 | 0.05% | +4,722+166.6% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 6,618 | $120.6 萬 | 0.15% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 6,619 | $120.6 萬 | 0.06% | +13+0.2% | 加碼 |
| 1st Source Bank | 6,621 | $120.6 萬 | 0.06% | +400+6.4% | 加碼 |
| TCW Group Inc | 6,649 | $121.1 萬 | 0.01% | +322+5.1% | 加碼 |
| Drucker Wealth 3.0, LLC | 6,658 | $121.3 萬 | 0.21% | +322+5.1% | 加碼 |
| NewEdge Wealth, LLC | 6,659 | $121.3 萬 | 0.01% | −4,882−42.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,678 | $121.7 萬 | 0.05% | −140−2.1% | 減碼 |
| Welch & Forbes LLC | 6,707 | $122.2 萬 | 0.02% | −239−3.4% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 6,790 | $123.7 萬 | 0.22% | −81−1.2% | 減碼 |
| Brown Brothers Harriman & Co | 6,799 | $123.9 萬 | 0.01% | +3,118+84.7% | 加碼 |
| Hilltop Holdings Inc. | 6,849 | $124.8 萬 | 0.11% | −12,469−64.5% | 減碼 |
| Boston Trust Walden Corp | 6,860 | $125.0 萬 | 0.01% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 6,880 | $125.3 萬 | 0.31% | +28+0.4% | 加碼 |
| Interval Partners, LP | 6,886 | $125.4 萬 | 0.04% | −4,025−36.9% | 減碼 |
| Hunter Associates Investment Management LLC | 6,909 | $125.8 萬 | 0.17% | +7+0.1% | 加碼 |
| Tema ETFs LLC | 6,926 | $126.2 萬 | 0.08% | +35+0.5% | 加碼 |
| Perryman Financial Advisory Inc | 6,943 | $126.5 萬 | 0.19% | −247−3.4% | 減碼 |
| Sivia Capital Partners, LLC | 6,960 | $126.8 萬 | 0.25% | +20.0% | 加碼 |
| National Asset Management, Inc. | 6,861 | $126.8 萬 | 0.08% | −1,630−19.2% | 減碼 |
| Strategic Advisors LLC | 7,019 | $127.9 萬 | 0.21% | +5+0.1% | 加碼 |
| Commerzbank Aktiengesellschaft | 7,061 | $128.6 萬 | 0.03% | −33,617−82.6% | 減碼 |
| Cladis Investment Advisory, LLC | 7,078 | $129.0 萬 | 0.71% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,079 | $129.0 萬 | 0.14% | −159−2.2% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 7,100 | $129.3 萬 | 0.75% | −25−0.4% | 減碼 |
| SBI Okasan Asset Management Co.Ltd. | 7,000 | $129.4 萬 | 0.05% | 00.0% | 不變 |
| Cozad Asset Management Inc | 7,143 | $130.1 萬 | 0.10% | +3,440+92.9% | 加碼 |
| First Citizens Bank & Trust Co | 7,150 | $130.3 萬 | 0.03% | −288−3.9% | 減碼 |
| Point Nemo Capital, LLC | 7,181 | $130.8 萬 | 0.86% | +7,181 | 新進 |
| Resources Management Corp | 7,228 | $131.7 萬 | 0.17% | −45−0.6% | 減碼 |
| Moneta Group Investment Advisors LLC | 7,237 | $131.8 萬 | 0.01% | −2,980−29.2% | 減碼 |
| Wealth Management Associates, Inc. | 7,346 | $133.8 萬 | 0.46% | +7,346 | 新進 |
| Chicago Trust Co NA | 7,361 | $134.1 萬 | 0.21% | +284+4.0% | 加碼 |
| Diversify Wealth Management, LLC | 7,764 | $134.7 萬 | 0.02% | +7,764 | 新進 |
| Denali Advisors LLC | 7,402 | $134.8 萬 | 0.15% | +5,502+289.6% | 加碼 |
| Blue Sparrow, LLC | 7,410 | $135.0 萬 | 0.02% | +7,410 | 新進 |
| DT Investment Partners, LLC | 7,431 | $135.4 萬 | 0.11% | −3,305−30.8% | 減碼 |
| Fiduciary Group LLC | 7,434 | $135.4 萬 | 0.12% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 7,468 | $136.0 萬 | 0.04% | −1,363−15.4% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 7,481 | $136.3 萬 | 0.04% | +2,749+58.1% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 7,495 | $136.5 萬 | 0.36% | −273−3.5% | 減碼 |
| Bull Street Advisors, LLC | 7,522 | $137.0 萬 | 0.68% | −56−0.7% | 減碼 |
| Wealthspire Advisors, LLC | 7,537 | $137.3 萬 | 0.01% | −3,070−28.9% | 減碼 |
| Patten Group, Inc. | 7,541 | $137.4 萬 | 0.24% | +84+1.1% | 加碼 |
| Waddell & Associates, LLC | 7,579 | $138.1 萬 | 0.08% | +2,265+42.6% | 加碼 |
| Glenview Trust Co | 7,589 | $138.3 萬 | 0.02% | −166−2.1% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,624 | $138.9 萬 | 0.57% | −2,608−25.5% | 減碼 |
| Eagle Global Advisors LLC | 7,629 | $139.0 萬 | 0.05% | 00.0% | 不變 |
| SCP Investment, LP | 7,688 | $140.1 萬 | 1.55% | +4,688+156.3% | 加碼 |
| Groupama Asset Managment | 7,713 | $140.5 萬 | 0.02% | −4,602−37.4% | 減碼 |
| Exchange Traded Concepts, LLC | 7,741 | $141.0 萬 | 0.01% | +2,095+37.1% | 加碼 |
| Abundance Wealth Counselors | 7,765 | $141.5 萬 | 0.20% | +2,107+37.2% | 加碼 |
| Generali Investments, Management Co LLC | 7,765 | $141.5 萬 | 0.33% | +3,744+93.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 7,814 | $142.4 萬 | 0.11% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 7,822 | $142.5 萬 | 0.23% | −291−3.6% | 減碼 |
| Barry Investment Advisors, LLC | 7,860 | $143.2 萬 | 0.32% | −239−3.0% | 減碼 |
| Cowa, LLC | 7,866 | $143.3 萬 | 0.39% | +2,672+51.4% | 加碼 |
| Arvest Bank Trust Division | 7,871 | $143.4 萬 | 0.08% | −153−1.9% | 減碼 |
| Stegent Equity Advisors, Inc. | 7,889 | $143.7 萬 | 1.22% | −268−3.3% | 減碼 |
| Westmount Partners, LLC | 7,936 | $144.6 萬 | 0.36% | +20.0% | 加碼 |
| Assetmark, Inc | 7,989 | $145.5 萬 | 0.00% | +629+8.5% | 加碼 |
| Jefferies Financial Group Inc. | 8,000 | $145.7 萬 | 0.02% | −28,458−78.1% | 減碼 |
| Searle & Co. | 8,017 | $146.1 萬 | 0.37% | 00.0% | 不變 |
| Nikko Asset Management Americas, Inc. | 8,018 | $146.1 萬 | 0.02% | +1,379+20.8% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 8,091 | $147.4 萬 | 0.04% | −851−9.5% | 減碼 |
| Meeder Asset Management Inc | 8,176 | $149.0 萬 | 0.09% | +8,000+4,545.5% | 加碼 |
| Naviter Wealth, LLC | 8,199 | $149.4 萬 | 0.19% | +283+3.6% | 加碼 |
| V-Square Quantitative Management LLC | 8,208 | $149.5 萬 | 0.16% | −193−2.3% | 減碼 |
| Prudential PLC | 8,243 | $150.2 萬 | 0.01% | −17,440−67.9% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 8,255 | $150.4 萬 | 0.24% | +65+0.8% | 加碼 |
| Argent Trust Co | 8,261 | $150.5 萬 | 0.05% | +89+1.1% | 加碼 |
| Navalign, LLC | 8,287 | $151.0 萬 | 0.38% | +16+0.2% | 加碼 |
| Purkiss Capital Advisors LLC | 8,303 | $151.3 萬 | 0.67% | +3,271+65.0% | 加碼 |
| Saturna Capital CORP | 8,334 | $151.8 萬 | 0.02% | +2,710+48.2% | 加碼 |
| Vestcor Inc | 8,386 | $152.8 萬 | 0.04% | +842+11.2% | 加碼 |
| LRT Capital Management, LLC | 8,422 | $153.4 萬 | 1.43% | +1,165+16.1% | 加碼 |
| FourThought Financial Partners, LLC | 8,482 | $154.5 萬 | 0.13% | −1,360−13.8% | 減碼 |
| MONECO Advisors, LLC | 8,490 | $154.7 萬 | 0.12% | −435−4.9% | 減碼 |
| Mystic Asset Management, Inc. | 8,518 | $155.2 萬 | 0.36% | +110+1.3% | 加碼 |
| Uhlmann Price Securities, LLC | 8,481 | $155.5 萬 | 0.10% | +4,883+135.7% | 加碼 |
| Grimes & Company, Inc. | 8,538 | $155.6 萬 | 0.04% | +148+1.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 8,545 | $155.7 萬 | 0.22% | −2,210−20.5% | 減碼 |
| Harbour Investment Management LLC | 8,558 | $155.9 萬 | 0.85% | −930−9.8% | 減碼 |
| Lee Danner & Bass Inc | 8,573 | $156.2 萬 | 0.10% | −450−5.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 8,599 | $156.7 萬 | 0.23% | +226+2.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 8,603 | $156.7 萬 | 0.08% | −52−0.6% | 減碼 |
| Intrua Financial, LLC | 8,616 | $157.0 萬 | 0.17% | −1,198−12.2% | 減碼 |
| Petros Family Wealth, LLC | 8,642 | $157.4 萬 | 1.12% | +1,226+16.5% | 加碼 |
| Adirondack Trust Co | 8,660 | $157.8 萬 | 0.53% | −551−6.0% | 減碼 |
| AA Financial Advisors, LLC | 8,667 | $157.9 萬 | 0.22% | +794+10.1% | 加碼 |
| Bellecapital International Ltd. | 8,680 | $158.1 萬 | 0.29% | +1,144+15.2% | 加碼 |
| Fiduciary Trust Co | 8,761 | $159.6 萬 | 0.02% | +350+4.2% | 加碼 |
| Sigma Planning Corp | 8,773 | $159.8 萬 | 0.04% | −1,185−11.9% | 減碼 |
| Guyasuta Investment Advisors Inc | 8,902 | $162.2 萬 | 0.09% | +31+0.3% | 加碼 |