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 |
|---|---|---|---|---|---|
| Hosking Partners LLP | 51,582 | $939.7 萬 | 0.34% | +51,582 | 新進 |
| Public Employees Retirement Association of Colorado | 51,288 | $934.4 萬 | 0.04% | −52−0.1% | 減碼 |
| Schroder Investment Management Group | 50,767 | $924.9 萬 | 0.01% | +12,519+32.7% | 加碼 |
| Rothschild Investment LLC | 50,161 | $913.8 萬 | 0.48% | +8,785+21.2% | 加碼 |
| RBF Capital, LLC | 50,000 | $910.9 萬 | 0.45% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 49,311 | $898.7 萬 | 0.02% | −2,085−4.1% | 減碼 |
| Stablepoint Partners, LLC | 48,615 | $885.7 萬 | 1.32% | +226+0.5% | 加碼 |
| Spirit of America Management Corp | 48,486 | $883.3 萬 | 1.74% | −550−1.1% | 減碼 |
| Kornitzer Capital Management Inc | 48,264 | $879.3 萬 | 0.19% | −498−1.0% | 減碼 |
| Aptus Capital Advisors, LLC | 48,204 | $878.2 萬 | 0.07% | +240.0% | 加碼 |
| Leavell Investment Management, Inc. | 47,262 | $861.0 萬 | 0.35% | +810+1.7% | 加碼 |
| Mirador Capital Partners LP | 47,045 | $857.1 萬 | 1.21% | −3,504−6.9% | 減碼 |
| Providence Capital Advisors, LLC | 46,500 | $847.1 萬 | 1.38% | +46,500 | 新進 |
| Royal Fund Management, LLC | 46,312 | $843.9 萬 | 0.81% | −7,589−14.1% | 減碼 |
| Scissortail Wealth Management, LLC | 46,170 | $841.1 萬 | 1.69% | −1,308−2.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 46,160 | $840.9 萬 | 0.11% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 45,516 | $829.2 萬 | 0.04% | +6,218+15.8% | 加碼 |
| QRG Capital Management, Inc. | 45,409 | $827.3 萬 | 0.09% | +26,245+136.9% | 加碼 |
| Salem Investment Counselors Inc | 45,404 | $827.2 萬 | 0.24% | −637−1.4% | 減碼 |
| McDonald Partners LLC | 45,090 | $821.4 萬 | 1.94% | +27,026+149.6% | 加碼 |
| Wesbanco Bank Inc | 44,895 | $817.9 萬 | 0.23% | −557−1.2% | 減碼 |
| Allstate Corp | 44,325 | $807.5 萬 | 0.09% | +13,332+43.0% | 加碼 |
| Verition Fund Management LLC | 44,101 | $803.4 萬 | 0.08% | +36,639+491.0% | 加碼 |
| Level Four Advisory Services, LLC | 43,985 | $801.3 萬 | 0.26% | −4,056−8.4% | 減碼 |
| Kingsview Wealth Management, LLC | 43,721 | $796.5 萬 | 0.11% | +746+1.7% | 加碼 |
| SG Americas Securities, LLC | 43,554 | $793.5 萬 | 0.01% | −243,693−84.8% | 減碼 |
| Atlantic Union Bankshares Corp | 43,058 | $784.4 萬 | 0.15% | −1,221−2.8% | 減碼 |
| Mutual of America Capital Management LLC | 42,849 | $780.6 萬 | 0.09% | −408−0.9% | 減碼 |
| Disciplined Investments, LLC | 42,781 | $779.4 萬 | 2.80% | −2,710−6.0% | 減碼 |
| Canal Insurance CO | 42,500 | $774.3 萬 | 1.66% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 42,377 | $772.0 萬 | 0.03% | +2,893+7.3% | 加碼 |
| Trajan Wealth LLC | 42,224 | $769.2 萬 | 0.33% | +257+0.6% | 加碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $767.5 萬 | 1.63% | +188+0.4% | 加碼 |
| Rodgers Brothers Inc. | 41,948 | $764.2 萬 | 0.88% | −20,290−32.6% | 減碼 |
| Oppenheimer & Co Inc | 41,684 | $759.4 萬 | 0.09% | −2,397−5.4% | 減碼 |
| Alley Investment Management Company, LLC | 41,647 | $758.7 萬 | 0.92% | −544−1.3% | 減碼 |
| Coldstream Capital Management Inc | 41,492 | $755.9 萬 | 0.09% | +1,490+3.7% | 加碼 |
| Lido Advisors, LLC | 41,460 | $755.4 萬 | 0.03% | −5,510−11.7% | 減碼 |
| Arkadios Wealth Advisors | 41,439 | $754.9 萬 | 0.12% | −1,721−4.0% | 減碼 |
| King Luther Capital Management Corp | 41,397 | $754.2 萬 | 0.03% | −457−1.1% | 減碼 |
| Kesler, Norman & Wride, LLC | 41,170 | $750.0 萬 | 1.29% | −61−0.1% | 減碼 |
| Heritage Trust Co | 40,774 | $742.8 萬 | 0.75% | −247−0.6% | 減碼 |
| Sherman Porfolios, LLC | 40,572 | $739.1 萬 | 0.57% | +1,334+3.4% | 加碼 |
| Texas Yale Capital Corp. | 40,323 | $734.6 萬 | 0.21% | 00.0% | 不變 |
| Navellier & Associates Inc | 40,267 | $733.6 萬 | 0.76% | −1,495−3.6% | 減碼 |
| AlTi Global, Inc. | 42,629 | $730.8 萬 | 0.16% | 00.0% | 不變 |
| Artemis Investment Management LLP | 39,910 | $727.1 萬 | 0.08% | +39,910 | 新進 |
| State of Alaska, Department of Revenue | 39,765 | $724.4 萬 | 0.08% | −240−0.6% | 減碼 |
| Huntington National Bank | 39,729 | $723.8 萬 | 0.04% | +1,864+4.9% | 加碼 |
| Altrius Capital Management Inc | 39,344 | $716.8 萬 | 1.43% | −663−1.7% | 減碼 |
| Cutler Investment Counsel LLC | 39,285 | $715.7 萬 | 0.74% | +39,285 | 新進 |
| Janus Henderson Group PLC | 39,267 | $715.4 萬 | 0.00% | +16,414+71.8% | 加碼 |
| Montgomery Investment Management Inc | 38,699 | $705.0 萬 | 2.41% | −199−0.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 38,227 | $696.4 萬 | 0.01% | +451+1.2% | 加碼 |
| HB Wealth Management, LLC | 38,070 | $693.6 萬 | 0.04% | +3,604+10.5% | 加碼 |
| Park Avenue Securities LLC | 38,053 | $693.2 萬 | 0.05% | −2,593−6.4% | 減碼 |
| MidFirst Bank | 37,953 | $691.4 萬 | 0.57% | −420−1.1% | 減碼 |
| Virginia Wealth Management Group, Inc. | 37,656 | $686.0 萬 | 3.67% | +6,938+22.6% | 加碼 |
| HM Payson & Co | 37,624 | $685.4 萬 | 0.10% | −4,540−10.8% | 減碼 |
| Old National Bancorp | 37,575 | $684.5 萬 | 0.11% | −194−0.5% | 減碼 |
| San Luis Wealth Advisors LLC | 37,375 | $680.9 萬 | 1.13% | −3,664−8.9% | 減碼 |
| Parsons Capital Management Inc | 37,324 | $680.0 萬 | 0.31% | +11,354+43.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 37,182 | $677.4 萬 | 0.04% | +566+1.5% | 加碼 |
| Jain Global LLC | 36,568 | $666.2 萬 | 0.08% | −59,865−62.1% | 減碼 |
| KBC Group NV | 36,565 | $666.1 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Financial Partners, Inc. | 36,547 | $665.9 萬 | 0.05% | +8,229+29.1% | 加碼 |
| Ancora Advisors, LLC | 36,331 | $661.9 萬 | 0.14% | −341−0.9% | 減碼 |
| NewSquare Capital LLC | 36,288 | $661.1 萬 | 0.58% | −517−1.4% | 減碼 |
| Brady Family Wealth, LLC | 36,218 | $659.8 萬 | 2.06% | +1,431+4.1% | 加碼 |
| Omers Administration Corp | 36,146 | $658.5 萬 | 0.04% | +5,894+19.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 35,984 | $655.6 萬 | 0.00% | −1,110−3.0% | 減碼 |
| United Capital Financial Advisers, LLC | 35,942 | $654.8 萬 | 0.04% | −426−1.2% | 減碼 |
| Dakota Wealth Management | 35,747 | $651.2 萬 | 0.14% | −10,919−23.4% | 減碼 |
| Merit Financial Group, LLC | 35,746 | $651.2 萬 | 0.05% | +4,189+13.3% | 加碼 |
| Farmers & Merchants Investments Inc | 35,597 | $648.5 萬 | 0.18% | −202−0.6% | 減碼 |
| Invesco, LLC | 34,757 | $633.2 萬 | 2.22% | 00.0% | 不變 |
| Compass Wealth Management LLC | 34,737 | $632.8 萬 | 1.56% | −2,875−7.6% | 減碼 |
| Ticino Wealth | 33,194 | $630.4 萬 | 2.19% | −4,081−10.9% | 減碼 |
| Community Bank & Trust, Waco, Texas | 34,497 | $628.4 萬 | 1.27% | +655+1.9% | 加碼 |
| Nkcfo LLC | 34,475 | $628.1 萬 | 1.86% | +5,825+20.3% | 加碼 |
| UniSuper Management Pty Ltd | 34,447 | $627.6 萬 | 0.04% | −1,645−4.6% | 減碼 |
| Prospera Financial Services Inc | 34,422 | $627.4 萬 | 0.10% | −39−0.1% | 減碼 |
| Warren Averett Asset Management, LLC | 34,340 | $625.6 萬 | 0.05% | −467−1.3% | 減碼 |
| Cary Street Partners Financial LLC | 34,298 | $624.8 萬 | 0.15% | −369−1.1% | 減碼 |
| Independent Advisor Alliance | 34,182 | $622.7 萬 | 0.07% | +1,862+5.8% | 加碼 |
| iA Global Asset Management Inc. | 34,170 | $622.5 萬 | 0.09% | +34,170 | 新進 |
| Convergence Investment Partners, LLC | 34,038 | $620.1 萬 | 1.02% | +11,343+50.0% | 加碼 |
| SevenBridge Financial Group, LLC | 38,469 | $618.0 萬 | 0.97% | −27−0.1% | 減碼 |
| Alpha Omega Wealth Management LLC | 33,820 | $616.1 萬 | 1.00% | −5,309−13.6% | 減碼 |
| Martin Capital Partners, LLC | 33,721 | $614.3 萬 | 2.28% | −80−0.2% | 減碼 |
| Pinnacle Associates Ltd | 33,413 | $608.7 萬 | 0.08% | −1,866−5.3% | 減碼 |
| Meyer Handelman Co | 33,072 | $602.5 萬 | 0.19% | 00.0% | 不變 |
| Private Advisor Group, LLC | 33,071 | $602.5 萬 | 0.03% | +513+1.6% | 加碼 |
| Colonial Trust Advisors | 32,536 | $592.7 萬 | 0.46% | −739−2.2% | 減碼 |
| Readystate Asset Management LP | 32,406 | $590.4 萬 | 0.34% | +32,406 | 新進 |
| Chatham Capital Group, Inc. | 32,280 | $588.1 萬 | 0.85% | −20−0.1% | 減碼 |
| Miracle Mile Advisors, LLC | 32,117 | $585.1 萬 | 0.08% | −696−2.1% | 減碼 |
| Corigliano Investment Advisers, LLC | 32,000 | $583.0 萬 | 2.28% | +32,000 | 新進 |
| Fundamentun, LLC | 31,672 | $577.0 萬 | 0.23% | −1,056−3.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 31,386 | $571.8 萬 | 0.21% | −2,435−7.2% | 減碼 |