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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 5,610 | $102.2 萬 | 0.02% | −123−2.1% | 減碼 |
| Aaron Wealth Advisors | 5,574 | $101.5 萬 | 0.06% | −107−1.9% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 5,501 | $100.2 萬 | 0.38% | +6+0.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,455 | $99.4 萬 | 0.07% | −1,156−17.5% | 減碼 |
| Checchi Capital Advisers, LLC | 5,442 | $99.1 萬 | 0.07% | +298+5.8% | 加碼 |
| Fiduciary Alliance LLC | 6,130 | $99.0 萬 | 0.06% | +157+2.6% | 加碼 |
| Polymer Capital Management (US) LLC | 5,424 | $98.8 萬 | 0.15% | +5,424 | 新進 |
| Signature Estate & Investment Advisors LLC | 5,412 | $98.6 萬 | 0.02% | +3,604+199.3% | 加碼 |
| Essex Savings Bank | 5,403 | $98.4 萬 | 0.22% | −65−1.2% | 減碼 |
| Bank of Hawaii | 5,395 | $98.3 萬 | 0.05% | −179−3.2% | 減碼 |
| Frec Markets, Inc. | 5,385 | $98.1 萬 | 0.17% | +3,658+211.8% | 加碼 |
| Sunbelt Securities, Inc. | 5,384 | $98.1 萬 | 0.06% | −143−2.6% | 減碼 |
| Davis Investment Partners, LLC | 5,381 | $98.0 萬 | 0.35% | +21+0.4% | 加碼 |
| Everhart Financial Group, Inc. | 5,344 | $97.3 萬 | 0.08% | +355+7.1% | 加碼 |
| Doheny Asset Management | 5,329 | $97.1 萬 | 0.63% | −50−0.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,475 | $97.1 萬 | 0.02% | +10+0.2% | 加碼 |
| Integrated Advisors Network LLC | 5,328 | $97.1 萬 | 0.05% | −516−8.8% | 減碼 |
| Trust Co of Toledo NA | 5,285 | $96.3 萬 | 0.09% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 5,282 | $96.2 萬 | 0.08% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 5,280 | $96.2 萬 | 0.53% | −1,073−16.9% | 減碼 |
| Neo Ivy Capital Management | 5,238 | $95.4 萬 | 0.25% | +5,238 | 新進 |
| Baring Financial LLC | 5,212 | $95.0 萬 | 0.58% | +45+0.9% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,210 | $94.9 萬 | 0.14% | +4+0.1% | 加碼 |
| Westhampton Capital, LLC | 5,190 | $94.6 萬 | 0.44% | 00.0% | 不變 |
| Atlas Legacy Advisors, LLC | 5,190 | $94.5 萬 | 0.17% | −314−5.7% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 5,170 | $94.2 萬 | 0.05% | −99−1.9% | 減碼 |
| Everpar Advisors LLC | 5,163 | $94.1 萬 | 0.32% | +261+5.3% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,154 | $93.9 萬 | 0.08% | +361+7.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 5,112 | $93.1 萬 | 0.06% | +689+15.6% | 加碼 |
| Syon Capital LLC | 5,110 | $93.1 萬 | 0.05% | −204−3.8% | 減碼 |
| Rosenberg Matthew Hamilton | 5,106 | $93.0 萬 | 0.19% | +86+1.7% | 加碼 |
| Belpointe Asset Management LLC | 5,094 | $92.8 萬 | 0.03% | +1,486+41.2% | 加碼 |
| KCM Investment Advisors LLC | 5,063 | $92.2 萬 | 0.03% | +463+10.1% | 加碼 |
| Rexford Capital Inc | 5,054 | $92.1 萬 | 0.66% | +8+0.2% | 加碼 |
| Valley Brook Capital Group | 5,054 | $92.1 萬 | 0.62% | +26+0.5% | 加碼 |
| Bridges Investment Management Inc | 5,047 | $91.9 萬 | 0.01% | −30−0.6% | 減碼 |
| Augustine Asset Management Inc | 5,045 | $91.9 萬 | 0.21% | +32+0.6% | 加碼 |
| B&L Asset Management LLC | 5,028 | $91.6 萬 | 0.40% | +430+9.4% | 加碼 |
| Cito Capital Group, LLC | 5,000 | $91.1 萬 | 0.28% | 00.0% | 不變 |
| Montecito Bank & Trust | 4,997 | $91.0 萬 | 0.15% | −480−8.8% | 減碼 |
| Garrison Point Advisors, LLC | 4,980 | $90.7 萬 | 0.41% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 4,943 | $90.1 萬 | 0.33% | 00.0% | 不變 |
| Larson Financial Group LLC | 4,942 | $90.0 萬 | 0.03% | +1,655+50.3% | 加碼 |
| First National Bank & Trust Co of Newtown | 4,937 | $89.9 萬 | 0.19% | −741−13.1% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,923 | $89.7 萬 | 0.15% | +10.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,915 | $89.5 萬 | 0.12% | +305+6.6% | 加碼 |
| Smartleaf Asset Management LLC | 4,826 | $89.2 萬 | 0.03% | +619+14.7% | 加碼 |
| CSS LLC | 4,890 | $89.1 萬 | 0.05% | +980+25.1% | 加碼 |
| Joel Isaacson & Co., LLC | 4,889 | $89.1 萬 | 0.03% | −619−11.2% | 減碼 |
| Howland Capital Management LLC | 4,874 | $88.8 萬 | 0.04% | +3,000+160.1% | 加碼 |
| Advisor OS, LLC | 4,867 | $88.7 萬 | 0.06% | −258−5.0% | 減碼 |
| Sentinus, LLC | 4,867 | $88.7 萬 | 0.08% | +1,620+49.9% | 加碼 |
| State of Wyoming | 4,833 | $88.0 萬 | 0.10% | +3,123+182.6% | 加碼 |
| Compass Capital Corp | 5,200 | $87.8 萬 | 0.31% | +2,920+128.1% | 加碼 |
| Mather Group, LLC. | 4,806 | $87.6 萬 | 0.01% | −529−9.9% | 減碼 |
| Hennessy Advisors Inc | 4,800 | $87.4 萬 | 0.03% | +1,300+37.1% | 加碼 |
| RiverFront Investment Group, LLC | 4,779 | $87.1 萬 | 0.01% | +2,689+128.7% | 加碼 |
| Gryphon Financial Partners LLC | 4,751 | $86.6 萬 | 0.09% | +15+0.3% | 加碼 |
| SRS Capital Advisors, Inc. | 4,739 | $86.3 萬 | 0.02% | +1,969+71.1% | 加碼 |
| Retirement Investment Advisors, Inc. | 6,687 | $86.3 萬 | 0.07% | 00.0% | 不變 |
| Corsicana & Co. | 6,987 | $86.3 萬 | 0.55% | +65+0.9% | 加碼 |
| Investors Research Corp | 4,692 | $85.5 萬 | 0.16% | −84−1.8% | 減碼 |
| Corps Capital Advisors, LLC | 4,684 | $85.3 萬 | 0.74% | +1,430+43.9% | 加碼 |
| Massmutual Trust Co FSB | 4,681 | $85.3 萬 | 0.02% | −283−5.7% | 減碼 |
| Tradewinds, LLC. | 4,838 | $85.2 萬 | 0.27% | +52+1.1% | 加碼 |
| LVM Capital Management Ltd | 4,676 | $85.2 萬 | 0.08% | +281+6.4% | 加碼 |
| Baker Avenue Asset Management, LP | 4,666 | $85.0 萬 | 0.02% | +2,489+114.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,656 | $84.8 萬 | 0.09% | +25+0.5% | 加碼 |
| Golden State Equity Partners | 4,653 | $84.8 萬 | 0.06% | +1,625+53.7% | 加碼 |
| 5T Wealth, LLC | 4,621 | $84.2 萬 | 0.33% | −10−0.2% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 4,590 | $83.6 萬 | 0.04% | −140−3.0% | 減碼 |
| Veracity Capital LLC | 4,546 | $82.8 萬 | 0.30% | +66+1.5% | 加碼 |
| Venturi Wealth Management, LLC | 4,513 | $82.2 萬 | 0.04% | −440−8.9% | 減碼 |
| Wealth Advisory Solutions, LLC | 4,479 | $81.6 萬 | 0.18% | 00.0% | 不變 |
| Lincoln Capital LLC | 4,460 | $81.5 萬 | 0.15% | 00.0% | 不變 |
| NVWM, LLC | 4,470 | $81.4 萬 | 0.18% | −322−6.7% | 減碼 |
| CFS Investment Advisory Services, LLC | 5,199 | $81.3 萬 | 0.06% | −37−0.7% | 減碼 |
| Mangrove Partners | 4,447 | $81.0 萬 | 0.07% | −2,672−37.5% | 減碼 |
| Peregrine Asset Advisers, Inc. | 4,444 | $81.0 萬 | 0.22% | 00.0% | 不變 |
| Charter Trust Co | 4,436 | $80.8 萬 | 0.05% | −9−0.2% | 減碼 |
| WP Advisors, LLC | 4,413 | $80.4 萬 | 0.21% | +24+0.5% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,015 | $79.9 萬 | 0.05% | −157−3.0% | 減碼 |
| Armor Investment Advisors, LLC | 4,366 | $79.5 萬 | 0.29% | −73−1.6% | 減碼 |
| GWN Securities Inc. | 4,364 | $79.5 萬 | 0.15% | −148−3.3% | 減碼 |
| TIAA Wealth Investment Management LLC | 4,349 | $79.2 萬 | 0.01% | +4,349 | 新進 |
| Basepoint Wealth LLC | 4,345 | $79.2 萬 | 0.45% | −48−1.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 4,338 | $79.0 萬 | 0.03% | +3,757+646.6% | 加碼 |
| Capital Investment Advisors, LLC | 4,331 | $78.9 萬 | 0.01% | +529+13.9% | 加碼 |
| Empire Financial Management Company, LLC | 4,276 | $77.9 萬 | 0.18% | 00.0% | 不變 |
| Moment Partners, LLC | 4,247 | $77.4 萬 | 0.14% | −14−0.3% | 減碼 |
| Means Investment Co., Inc. | 4,242 | $77.3 萬 | 0.07% | +72+1.7% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,237 | $77.2 萬 | 0.36% | 00.0% | 不變 |
| Michael B. Yongue | 4,235 | $77.2 萬 | 0.56% | +4,235 | 新進 |
| Johnson & White Wealth Management, LLC | 4,235 | $77.1 萬 | 0.33% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 4,197 | $76.5 萬 | 0.00% | −4,655−52.6% | 減碼 |
| Tred Avon Family Wealth, LLC | 4,184 | $76.2 萬 | 0.25% | −1,230−22.7% | 減碼 |
| Alchemi Wealth, LLC | 4,155 | $75.7 萬 | 0.42% | +58+1.4% | 加碼 |
| MBL Wealth, LLC | 4,146 | $75.5 萬 | 0.06% | +1,411+51.6% | 加碼 |
| SAM Advisors, LLC | 4,136 | $75.3 萬 | 0.24% | 00.0% | 不變 |
| Burford Brothers, Inc. | 4,128 | $75.2 萬 | 0.31% | +5+0.1% | 加碼 |