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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 2,808 | $51.2 萬 | 0.23% | 00.0% | 不變 |
| Magnus Financial Group LLC | 2,810 | $51.2 萬 | 0.04% | −341−10.8% | 減碼 |
| Trust Point Inc. | 2,805 | $51.1 萬 | 0.04% | +475+20.4% | 加碼 |
| Stolper Co | 43,701 | $50.9 萬 | 0.17% | −2,463−5.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,786 | $50.8 萬 | 0.17% | +1,131+68.3% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 2,786 | $50.8 萬 | 0.05% | +2,786 | 新進 |
| Thompson Siegel & Walmsley LLC | 2,776 | $50.6 萬 | 0.01% | −42−1.5% | 減碼 |
| WealthShield Partners, LLC | 2,775 | $50.5 萬 | 0.06% | −179−6.1% | 減碼 |
| Lantern Wealth Advisors, LLC | 2,763 | $50.3 萬 | 0.26% | +2+0.1% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,757 | $50.2 萬 | 0.04% | +851+44.6% | 加碼 |
| Knightsbridge Asset Management, LLC | 2,744 | $50.0 萬 | 0.07% | +171+6.6% | 加碼 |
| Connecticut Wealth Management, LLC | 2,743 | $50.0 萬 | 0.02% | 00.0% | 不變 |
| McDaniel Terry & Co | 2,730 | $49.7 萬 | 0.04% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 2,728 | $49.7 萬 | 0.14% | +2,728 | 新進 |
| Stiles Financial Services Inc | 2,715 | $49.5 萬 | 0.15% | −91−3.2% | 減碼 |
| Forum Financial Management, LP | 2,713 | $49.4 萬 | 0.01% | −6,612−70.9% | 減碼 |
| Granite Group Advisors, LLC | 2,828 | $49.4 萬 | 0.30% | −320−10.2% | 減碼 |
| Athena Investment Management | 2,705 | $49.3 萬 | 0.26% | −456−14.4% | 減碼 |
| Weaver Consulting Group | 2,701 | $49.2 萬 | 0.12% | −475−15.0% | 減碼 |
| Montag A & Associates Inc | 2,696 | $49.1 萬 | 0.02% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 2,696 | $49.1 萬 | 0.13% | −71−2.6% | 減碼 |
| Oakworth Capital, Inc. | 2,690 | $49.0 萬 | 0.03% | +1,229+84.1% | 加碼 |
| Beto Financial Group, LLC | 2,911 | $49.0 萬 | 0.29% | +11+0.4% | 加碼 |
| M3 Advisory Group, LLC | 2,672 | $48.7 萬 | 0.30% | +78+3.0% | 加碼 |
| Aristotle Capital Management, LLC | 2,668 | $48.6 萬 | 0.00% | −46−1.7% | 減碼 |
| Plan A Wealth LLC | 2,665 | $48.6 萬 | 0.23% | 00.0% | 不變 |
| Canal Capital Management, LLC | 2,645 | $48.2 萬 | 0.07% | 00.0% | 不變 |
| E&G Advisors, LP | 2,630 | $47.9 萬 | 0.11% | +10+0.4% | 加碼 |
| Ethos Financial Group, LLC | 3,084 | $47.7 萬 | 0.03% | +1,484+92.8% | 加碼 |
| Accurate Wealth Management, LLC | 2,977 | $47.4 萬 | 0.06% | +92+3.2% | 加碼 |
| Seamount Financial Group Inc | 2,602 | $47.4 萬 | 0.21% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 2,601 | $47.4 萬 | 0.03% | +179+7.4% | 加碼 |
| Dodge & Cox | 2,600 | $47.4 萬 | 0.00% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 2,600 | $47.4 萬 | 0.06% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 2,594 | $47.3 萬 | 0.02% | 00.0% | 不變 |
| Kera Capital Partners, Inc. | 2,593 | $47.2 萬 | 0.06% | +171+7.1% | 加碼 |
| Strategies Wealth Advisors, LLC | 2,591 | $47.2 萬 | 0.05% | +243+10.3% | 加碼 |
| Boston Private Wealth LLC | 2,589 | $47.2 萬 | 0.03% | +102+4.1% | 加碼 |
| First National Bank Sioux Falls | 2,885 | $47.1 萬 | 0.13% | −53−1.8% | 減碼 |
| Sym Financial Corp | 2,584 | $47.1 萬 | 0.05% | +62+2.5% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 2,573 | $46.9 萬 | 0.10% | 00.0% | 不變 |
| Wakefield Asset Management LLLP | 2,568 | $46.8 萬 | 0.12% | 00.0% | 不變 |
| Caxton Associates LLP | 2,565 | $46.7 萬 | 0.01% | −6,072−70.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 2,541 | $46.3 萬 | 0.03% | −147−5.5% | 減碼 |
| LBMC Investment Advisors, LLC | 2,539 | $46.3 萬 | 0.03% | +65+2.6% | 加碼 |
| Ruggaard & Associates LLC | 2,532 | $46.1 萬 | 0.18% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 2,528 | $46.1 萬 | 0.01% | +163+6.9% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $46.0 萬 | 0.04% | 00.0% | 不變 |
| Trust Co of Oklahoma | 2,524 | $46.0 萬 | 0.13% | −41−1.6% | 減碼 |
| Fortune Financial Advisors, LLC | 2,520 | $45.9 萬 | 0.23% | +500+24.8% | 加碼 |
| Avestar Capital, LLC | 2,515 | $45.8 萬 | 0.03% | +2,515 | 新進 |
| CoreFirst Bank & Trust | 2,508 | $45.7 萬 | 0.24% | +10+0.4% | 加碼 |
| Quinn Opportunity Partners LLC | 2,500 | $45.5 萬 | 0.02% | −2,500−50.0% | 減碼 |
| Capstone Investment Advisors, LLC | 2,500 | $45.5 萬 | 0.00% | +15+0.6% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,500 | $45.5 萬 | 0.11% | +100+4.2% | 加碼 |
| Banyan Capital Management, Inc. | 2,495 | $45.5 萬 | 0.20% | 00.0% | 不變 |
| Versant Capital Management, Inc | 2,495 | $45.5 萬 | 0.04% | +52+2.1% | 加碼 |
| Dividend Assets Capital, LLC | 2,492 | $45.4 萬 | 0.09% | −100−3.9% | 減碼 |
| Siemens Fonds Invest GmbH | 2,489 | $45.3 萬 | 0.03% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 2,485 | $45.3 萬 | 0.03% | −678−21.4% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 2,486 | $45.3 萬 | 0.29% | +2+0.1% | 加碼 |
| Manske Wealth Management | 2,484 | $45.3 萬 | 0.13% | −150−5.7% | 減碼 |
| Triad Wealth Partners, LLC | 2,477 | $45.1 萬 | 0.04% | −541−17.9% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,477 | $45.1 萬 | 0.13% | +713+40.4% | 加碼 |
| BNB Wealth Management, LLC | 2,473 | $45.1 萬 | 0.29% | +561+29.3% | 加碼 |
| Successful Portfolios LLC | 2,450 | $45.0 萬 | 0.25% | −599−19.6% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $45.0 萬 | 0.04% | 00.0% | 不變 |
| Goodman Financial Corp | 2,466 | $44.9 萬 | 0.08% | 00.0% | 不變 |
| StoneX Group Inc. | 2,465 | $44.9 萬 | 0.02% | −2,395−49.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,461 | $44.8 萬 | 0.05% | −765−23.7% | 減碼 |
| Uniting Wealth Partners, LLC | 2,458 | $44.8 萬 | 0.10% | +28+1.2% | 加碼 |
| Conning Inc. | 2,452 | $44.7 萬 | 0.01% | −327−11.8% | 減碼 |
| Hills Bank & Trust Co | 2,450 | $44.6 萬 | 0.02% | −100−3.9% | 減碼 |
| JT Stratford LLC | 2,449 | $44.6 萬 | 0.06% | +128+5.5% | 加碼 |
| Douglas Lane & Associates, LLC | 2,448 | $44.6 萬 | 0.01% | +158+6.9% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,446 | $44.6 萬 | 0.13% | 00.0% | 不變 |
| TD Capital Management LLC | 2,443 | $44.5 萬 | 0.04% | +316+14.9% | 加碼 |
| Capital Advantage, Inc. | 2,437 | $44.4 萬 | 0.06% | −105−4.1% | 減碼 |
| Elevatus Welath Management | 2,436 | $44.4 萬 | 0.23% | −108−4.2% | 減碼 |
| Letson Investment Management, Inc. | 2,429 | $44.3 萬 | 0.17% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 2,429 | $44.2 萬 | 0.01% | +19+0.8% | 加碼 |
| Fort Sheridan Advisors LLC | 2,425 | $44.2 萬 | 0.05% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 2,424 | $44.2 萬 | 0.08% | 00.0% | 不變 |
| Stokes Family Office, LLC | 2,421 | $44.1 萬 | 0.05% | −626−20.5% | 減碼 |
| 55 North Private Wealth, LLC | 2,417 | $44.0 萬 | 0.11% | −812−25.1% | 減碼 |
| Breakwater Capital Group | 2,412 | $43.9 萬 | 0.06% | +50+2.1% | 加碼 |
| Capital Performance Advisors LLP | 2,410 | $43.9 萬 | 0.03% | −951−28.3% | 減碼 |
| Principal Street Partners, LLC | 2,408 | $43.9 萬 | 0.07% | +41+1.7% | 加碼 |
| CFO4Life Group, LLC | 2,388 | $43.5 萬 | 0.07% | −2−0.1% | 減碼 |
| Hanson & Doremus Investment Management | 2,384 | $43.4 萬 | 0.05% | −244−9.3% | 減碼 |
| Falcon Wealth Planning | 2,365 | $43.1 萬 | 0.03% | +644+37.4% | 加碼 |
| Cross Staff Investments Inc | 2,363 | $43.0 萬 | 0.28% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 2,360 | $43.0 萬 | 0.06% | +510+27.6% | 加碼 |
| Marietta Investment Partners LLC | 2,360 | $43.0 萬 | 0.09% | 00.0% | 不變 |
| Chronos Wealth Management, LLC | 2,359 | $43.0 萬 | 0.21% | 00.0% | 不變 |
| Quilter Plc | 2,353 | $42.9 萬 | 0.01% | −77−3.2% | 減碼 |
| Pure Financial Advisors, Inc. | 2,353 | $42.9 萬 | 0.01% | +28+1.2% | 加碼 |
| Klingman & Associates, LLC | 2,352 | $42.8 萬 | 0.02% | +33+1.4% | 加碼 |
| Founders Financial Securities LLC | 2,654 | $42.7 萬 | 0.02% | +115+4.5% | 加碼 |
| Phoenix Holdings Ltd. | 2,347 | $42.7 萬 | 0.00% | −971−29.3% | 減碼 |