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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 8,915 | $162.4 萬 | 0.06% | −72−0.8% | 減碼 |
| Pavion Blue Capital, LLC | 8,926 | $162.6 萬 | 0.71% | −139−1.5% | 減碼 |
| Erste Asset Management GmbH | 8,800 | $162.6 萬 | 0.02% | +8,800 | 新進 |
| Signaturefd, LLC | 8,940 | $162.9 萬 | 0.02% | +42+0.5% | 加碼 |
| Aigen Investment Management, LP | 8,941 | $162.9 萬 | 0.42% | +8,941 | 新進 |
| Lebenthal Global Advisors, LLC | 8,959 | $163.2 萬 | 0.24% | +702+8.5% | 加碼 |
| Oakmont Investment Advisors, Inc. | 8,981 | $163.6 萬 | 1.50% | +8,981 | 新進 |
| Capital Advisors Wealth Management, LLC | 9,017 | $164.3 萬 | 0.22% | +395+4.6% | 加碼 |
| Graham Capital Management, L.P. | 9,031 | $164.5 萬 | 0.06% | +6,440+248.6% | 加碼 |
| Wimmer Associates 1, LLC | 9,073 | $165.3 萬 | 0.81% | +56+0.6% | 加碼 |
| Impact Capital Partners LLC | 9,097 | $165.7 萬 | 0.50% | −100−1.1% | 減碼 |
| Poehling Capital Management, LLC | 9,123 | $166.2 萬 | 0.35% | −76−0.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 9,129 | $166.3 萬 | 0.03% | −25−0.3% | 減碼 |
| Raiffeisen Bank International AG | 9,000 | $166.3 萬 | 0.02% | −7,152−44.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 9,144 | $166.6 萬 | 0.06% | +1,034+12.7% | 加碼 |
| Alpine Woods Capital Investors, LLC | 9,242 | $168.4 萬 | 0.40% | −1,489−13.9% | 減碼 |
| Banque Cantonale Vaudoise | 9,279 | $169.0 萬 | 0.06% | −1,252−11.9% | 減碼 |
| Virtue Asset Management LLC | 9,285 | $169.2 萬 | 1.35% | −63−0.7% | 減碼 |
| Tower Bridge Advisors | 9,299 | $169.4 萬 | 0.16% | −849−8.4% | 減碼 |
| Evolve Private Wealth, LLC | 9,340 | $170.2 萬 | 0.09% | −507−5.1% | 減碼 |
| Beacon Investment Advisors LLC | 9,386 | $171.0 萬 | 0.65% | +17+0.2% | 加碼 |
| Pallas Capital Advisors LLC | 9,387 | $171.0 萬 | 0.06% | −2,630−21.9% | 減碼 |
| Cercano Management LLC | 9,396 | $171.2 萬 | 0.07% | −1,126−10.7% | 減碼 |
| Atom Investors LP | 9,424 | $171.7 萬 | 0.12% | +4,258+82.4% | 加碼 |
| Quadrant Capital Group LLC | 9,432 | $171.8 萬 | 0.05% | +281+3.1% | 加碼 |
| Terry L. Blaker | 9,457 | $172.3 萬 | 0.07% | −343−3.5% | 減碼 |
| VestGen Advisors, LLC | 9,827 | $172.4 萬 | 0.05% | +3,992+68.4% | 加碼 |
| Evergreen Capital Management LLC | 9,485 | $172.8 萬 | 0.04% | +130+1.4% | 加碼 |
| BWM Planning, LLC | 9,505 | $173.2 萬 | 0.46% | +1,576+19.9% | 加碼 |
| Virtu Financial LLC | 9,533 | $173.7 萬 | 0.07% | +9,533 | 新進 |
| CFM Wealth Partners LLC | 9,623 | $175.3 萬 | 0.26% | −1,000−9.4% | 減碼 |
| Summit Place Financial Advisors, LLC | 9,626 | $175.4 萬 | 0.84% | +9,626 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 9,634 | $175.5 萬 | 0.06% | −1,005−9.4% | 減碼 |
| Cullinan Associates Inc | 9,639 | $175.6 萬 | 0.14% | 00.0% | 不變 |
| Callan Family Office, LLC | 9,646 | $175.7 萬 | 0.04% | +326+3.5% | 加碼 |
| Highland Capital Management, LLC | 9,716 | $177.0 萬 | 0.09% | −4,617−32.2% | 減碼 |
| Danske Bank A/S | 9,739 | $177.4 萬 | 0.00% | +1,800+22.7% | 加碼 |
| Smith, Moore & Co. | 9,773 | $178.0 萬 | 0.13% | +109+1.1% | 加碼 |
| Jeppson Wealth Management, LLC | 9,774 | $178.1 萬 | 0.56% | −25−0.3% | 減碼 |
| Cidel Asset Management Inc | 9,792 | $178.4 萬 | 0.10% | +1,452+17.4% | 加碼 |
| Todd Asset Management LLC | 9,811 | $178.7 萬 | 0.03% | 00.0% | 不變 |
| Donoghue Forlines LLC | 9,829 | $179.1 萬 | 0.50% | −508−4.9% | 減碼 |
| RMB Capital Management, LLC | 9,837 | $179.2 萬 | 0.03% | −5,697−36.7% | 減碼 |
| AlphaCore Capital LLC | 9,879 | $180.0 萬 | 0.04% | +977+11.0% | 加碼 |
| Wahed Invest LLC | 9,884 | $180.1 萬 | 0.23% | −727−6.9% | 減碼 |
| Icon Wealth Advisors, LLC | 10,386 | $180.2 萬 | 0.12% | +1,598+18.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,911 | $180.6 萬 | 0.05% | +94+1.0% | 加碼 |
| Delta Financial Advisors LLC | 9,958 | $181.4 萬 | 0.47% | +20.0% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 9,963 | $181.5 萬 | 0.12% | −112−1.1% | 減碼 |
| Union Bancaire Privee, UBP SA | 10,936 | $181.9 萬 | 0.03% | +10,936 | 新進 |
| Harfst & Associates, Inc. | 10,018 | $182.5 萬 | 0.33% | +284+2.9% | 加碼 |
| Verdence Capital Advisors LLC | 10,058 | $183.2 萬 | 0.11% | +45+0.4% | 加碼 |
| Monetta Financial Services Inc | 10,100 | $184.0 萬 | 1.43% | 00.0% | 不變 |
| Smith Group Asset Management, LLC | 10,154 | $185.0 萬 | 0.09% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 10,266 | $187.0 萬 | 0.11% | −39−0.4% | 減碼 |
| Fisher Asset Management, LLC | 10,286 | $187.4 萬 | 0.00% | −1,936−15.8% | 減碼 |
| Bragg Financial Advisors, Inc | 10,328 | $188.2 萬 | 0.06% | −74−0.7% | 減碼 |
| Harbour Investments, Inc. | 10,355 | $188.7 萬 | 0.03% | +6,276+153.9% | 加碼 |
| Spears Abacus Advisors LLC | 10,370 | $188.9 萬 | 0.04% | −1,636−13.6% | 減碼 |
| Bangor Savings Bank | 10,379 | $189.1 萬 | 0.15% | −86−0.8% | 減碼 |
| Bull Harbor Capital LLC | 10,428 | $190.0 萬 | 0.51% | +10,428 | 新進 |
| First Interstate Bank | 10,477 | $190.9 萬 | 0.11% | −1,080−9.3% | 減碼 |
| Shelton Capital Management | 10,508 | $191.4 萬 | 0.04% | −1,000−8.7% | 減碼 |
| Intrust Bank NA | 10,519 | $191.6 萬 | 0.16% | +585+5.9% | 加碼 |
| William B. Walkup & Associates, Inc. | 15,662 | $193.4 萬 | 1.15% | −115−0.7% | 減碼 |
| Sowell Financial Services LLC | 10,653 | $194.1 萬 | 0.07% | −608−5.4% | 減碼 |
| Clearstead Advisors, LLC | 10,664 | $194.3 萬 | 0.02% | −1,520−12.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,728 | $195.4 萬 | 0.13% | 00.0% | 不變 |
| Independent Financial Group, LLC | 10,754 | $195.9 萬 | 0.04% | −1,014−8.6% | 減碼 |
| Inscription Capital, LLC | 10,754 | $195.9 萬 | 0.21% | −1,120−9.4% | 減碼 |
| Snowden Capital Advisors LLC | 10,893 | $198.4 萬 | 0.05% | −186−1.7% | 減碼 |
| MCF Advisors LLC | 10,915 | $198.9 萬 | 0.09% | +4,408+67.7% | 加碼 |
| Securian Asset Management, Inc | 10,956 | $199.6 萬 | 0.08% | 00.0% | 不變 |
| Greenleaf Trust | 10,958 | $199.6 萬 | 0.02% | +1,669+18.0% | 加碼 |
| Encore Global Management, LP | 11,000 | $200.4 萬 | 1.40% | +11,000 | 新進 |
| Parallel Advisors, LLC | 11,037 | $201.1 萬 | 0.04% | +480+4.5% | 加碼 |
| Moors & Cabot, Inc. | 11,073 | $201.7 萬 | 0.09% | +780+7.6% | 加碼 |
| MUFG Securities Americas Inc. | 11,149 | $203.1 萬 | 0.13% | +294+2.7% | 加碼 |
| Umpqua Bank | 11,176 | $203.6 萬 | 0.58% | −533−4.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 11,188 | $203.8 萬 | 0.06% | +1,994+21.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 11,211 | $204.2 萬 | 0.06% | +292+2.7% | 加碼 |
| Boyd Watterson Asset Management LLC | 11,237 | $204.7 萬 | 0.63% | 00.0% | 不變 |
| Fruth Investment Management | 11,248 | $204.9 萬 | 0.51% | −375−3.2% | 減碼 |
| Nicolet Bankshares Inc | 11,540 | $205.2 萬 | 0.08% | +9,569+485.5% | 加碼 |
| Red Cedar Investment Management, LLC | 11,528 | $210.0 萬 | 0.22% | −68−0.6% | 減碼 |
| Krilogy Financial LLC | 12,924 | $211.1 萬 | 0.07% | −1,488−10.3% | 減碼 |
| Jacobi Capital Management LLC | 11,642 | $212.1 萬 | 0.12% | +48+0.4% | 加碼 |
| Citizens Financial Group Inc | 11,659 | $212.4 萬 | 0.03% | +3,421+41.5% | 加碼 |
| Hilltop National Bank | 11,673 | $212.7 萬 | 0.51% | −42−0.4% | 減碼 |
| North Dakota State Investment Board | 11,674 | $212.7 萬 | 0.09% | −2,309−16.5% | 減碼 |
| Pensionmark Financial Group, LLC | 11,676 | $212.7 萬 | 0.03% | −731−5.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 11,724 | $213.6 萬 | 0.03% | +6+0.1% | 加碼 |
| Wedmont Private Capital | 12,719 | $213.7 萬 | 0.07% | +1,034+8.8% | 加碼 |
| Carlson Capital L P | 11,757 | $214.2 萬 | 0.85% | +8,457+256.3% | 加碼 |
| Caitong International Asset Management Co., Ltd | 11,841 | $215.7 萬 | 0.40% | +11,841 | 新進 |
| Weaver C. Barksdale & Associates, Inc. | 11,885 | $216.5 萬 | 2.06% | +682+6.1% | 加碼 |
| Crescent Sterling, Ltd. | 11,889 | $216.6 萬 | 2.10% | −170−1.4% | 減碼 |
| River Wealth Advisors LLC | 11,910 | $217.0 萬 | 0.25% | −1,603−11.9% | 減碼 |
| Evercore Wealth Management, LLC | 11,988 | $218.4 萬 | 0.03% | −46−0.4% | 減碼 |
| Life Cycle Investment Partners Ltd | 12,024 | $219.1 萬 | 0.01% | +12,024 | 新進 |