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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 19,191 | $349.6 萬 | 0.10% | −164−0.8% | 減碼 |
| Savant Capital, LLC | 19,174 | $349.3 萬 | 0.02% | +1,122+6.2% | 加碼 |
| SWS Partners | 19,146 | $348.8 萬 | 0.86% | −397−2.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 19,096 | $347.9 萬 | 0.04% | −185−1.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 19,090 | $347.8 萬 | 0.04% | +2,356+14.1% | 加碼 |
| Profund Advisors LLC | 19,060 | $347.2 萬 | 0.13% | +4,977+35.3% | 加碼 |
| Mediolanum International Funds Ltd | 18,611 | $343.9 萬 | 0.04% | +222+1.2% | 加碼 |
| City Holding Co | 18,833 | $343.1 萬 | 0.43% | +271+1.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 18,779 | $342.1 萬 | 0.04% | −1,329−6.6% | 減碼 |
| Sendero Wealth Management, LLC | 18,681 | $340.3 萬 | 0.38% | −4,182−18.3% | 減碼 |
| International Assets Investment Management, LLC | 19,374 | $340.3 萬 | 0.24% | −3,619−15.7% | 減碼 |
| Caldwell Trust Co | 18,575 | $338.4 萬 | 0.30% | +1,186+6.8% | 加碼 |
| Entropy Technologies, LP | 18,554 | $338.0 萬 | 0.16% | +18,554 | 新進 |
| Laird Norton Trust Company, LLC | 18,543 | $337.8 萬 | 0.07% | +11+0.1% | 加碼 |
| New Mexico Educational Retirement Board | 18,528 | $337.5 萬 | 0.10% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 18,481 | $336.7 萬 | 0.14% | −826−4.3% | 減碼 |
| Atria Investments LLC | 18,413 | $335.4 萬 | 0.04% | +709+4.0% | 加碼 |
| Geneos Wealth Management Inc. | 18,367 | $334.6 萬 | 0.08% | −2,866−13.5% | 減碼 |
| Gateway Investment Advisers LLC | 18,244 | $332.4 萬 | 0.04% | +4,651+34.2% | 加碼 |
| Bank Ozk | 18,223 | $332.0 萬 | 1.17% | +1,371+8.1% | 加碼 |
| Cherokee Insurance Co | 18,150 | $330.7 萬 | 1.26% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 17,959 | $327.2 萬 | 0.99% | −460−2.5% | 減碼 |
| Cresset Asset Management, LLC | 17,654 | $321.6 萬 | 0.01% | −1,673−8.7% | 減碼 |
| EP Wealth Advisors, LLC | 17,633 | $321.2 萬 | 0.02% | −759−4.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 17,442 | $317.8 萬 | 0.16% | −182−1.0% | 減碼 |
| New Age Alpha Advisors, LLC | 17,387 | $316.8 萬 | 0.15% | −4,455−20.4% | 減碼 |
| Westwood Holdings Group Inc. | 17,378 | $316.6 萬 | 0.02% | +4,492+34.9% | 加碼 |
| Machina Capital S.A.S. | 17,282 | $314.8 萬 | 0.62% | +9,768+130.0% | 加碼 |
| CAPROCK Group, Inc. | 17,267 | $314.6 萬 | 0.08% | −1,082−5.9% | 減碼 |
| Clifford Swan Investment Counsel LLC | 17,252 | $314.3 萬 | 0.11% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 17,577 | $313.7 萬 | 0.04% | +563+3.3% | 加碼 |
| Ethic Inc. | 17,195 | $313.3 萬 | 0.05% | +381+2.3% | 加碼 |
| Brookstone Capital Management | 17,140 | $312.3 萬 | 0.04% | −1,154−6.3% | 減碼 |
| Bryn Mawr Trust Co | 17,137 | $312.2 萬 | 0.07% | −300−1.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 17,016 | $310.0 萬 | 0.09% | −713−4.0% | 減碼 |
| Mutual Advisors, LLC | 16,983 | $309.4 萬 | 0.07% | −273−1.6% | 減碼 |
| Opus Investment Management Inc | 16,900 | $307.9 萬 | 1.84% | −16,900−50.0% | 減碼 |
| Twin Capital Management Inc | 16,886 | $307.6 萬 | 0.40% | +23+0.1% | 加碼 |
| Dark Forest Capital Management LP | 16,817 | $306.4 萬 | 0.27% | +16,817 | 新進 |
| Skopos Labs, Inc. | 16,776 | $305.6 萬 | 0.10% | +1,889+12.7% | 加碼 |
| PFW Advisors LLC | 16,771 | $305.5 萬 | 0.96% | −383−2.2% | 減碼 |
| Northside Capital Management, LLC | 16,725 | $304.7 萬 | 0.27% | 00.0% | 不變 |
| Auxier Asset Management | 16,633 | $303.0 萬 | 0.44% | −100−0.6% | 減碼 |
| Osmosis Investment Management UK Ltd | 16,599 | $302.4 萬 | 0.08% | −181−1.1% | 減碼 |
| MUFG Securities EMEA plc | 16,518 | $300.9 萬 | 0.04% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 16,481 | $300.3 萬 | 0.19% | +605+3.8% | 加碼 |
| Patten & Patten Inc | 16,363 | $298.1 萬 | 0.18% | −230−1.4% | 減碼 |
| Stock Yards Bank & Trust Co | 16,285 | $296.7 萬 | 0.09% | −702−4.1% | 減碼 |
| Intech Investment Management LLC | 16,235 | $295.8 萬 | 0.03% | +3,866+31.3% | 加碼 |
| Engineers Gate Manager LP | 16,231 | $295.7 萬 | 0.04% | −10,678−39.7% | 減碼 |
| TBH Global Asset Management, LLC | 16,185 | $294.9 萬 | 0.59% | +70+0.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 16,171 | $294.5 萬 | 0.02% | −9,640−37.3% | 減碼 |
| Birch Financial Group, LLC | 16,134 | $293.9 萬 | 1.72% | −70.0% | 減碼 |
| Herold Advisors, Inc. | 16,121 | $293.7 萬 | 0.64% | −104−0.6% | 減碼 |
| GAMMA Investing LLC | 16,076 | $292.9 萬 | 0.14% | +1,338+9.1% | 加碼 |
| Capital Advisors Inc | 16,062 | $292.6 萬 | 0.05% | +361+2.3% | 加碼 |
| Pathway Financial Advisers, LLC | 16,022 | $291.9 萬 | 0.83% | +4,019+33.5% | 加碼 |
| Great Lakes Retirement, Inc. | 15,982 | $291.2 萬 | 0.30% | +123+0.8% | 加碼 |
| Foundations Investment Advisors, LLC | 15,944 | $290.5 萬 | 0.04% | +568+3.7% | 加碼 |
| Neville Rodie & Shaw Inc | 15,931 | $290.2 萬 | 0.21% | −200−1.2% | 減碼 |
| Aquatic Capital Management LLC | 15,888 | $289.4 萬 | 0.08% | −4,297−21.3% | 減碼 |
| Keystone Wealth Services, LLC | 15,820 | $288.2 萬 | 0.62% | +79+0.5% | 加碼 |
| Private Management Group Inc | 15,759 | $287.1 萬 | 0.08% | −50−0.3% | 減碼 |
| Regions Financial Corp | 15,639 | $284.9 萬 | 0.02% | +263+1.7% | 加碼 |
| Flputnam Investment Management Co | 15,480 | $282.0 萬 | 0.04% | +12,331+391.6% | 加碼 |
| XML Financial, LLC | 15,400 | $280.5 萬 | 0.23% | −883−5.4% | 減碼 |
| Independent Solutions Wealth Management, LLC | 15,375 | $280.1 萬 | 0.41% | +31+0.2% | 加碼 |
| AIA Group Ltd | 15,314 | $279.0 萬 | 0.04% | +12,989+558.7% | 加碼 |
| Bleakley Financial Group, LLC | 15,256 | $277.9 萬 | 0.04% | +842+5.8% | 加碼 |
| HBK Sorce Advisory LLC | 16,161 | $277.3 萬 | 0.06% | −1,476−8.4% | 減碼 |
| AE Wealth Management LLC | 15,211 | $277.1 萬 | 0.01% | +2,907+23.6% | 加碼 |
| Nomura Holdings Inc | 15,204 | $277.0 萬 | 0.02% | −5,777−27.5% | 減碼 |
| Western Wealth Management, LLC | 15,202 | $276.9 萬 | 0.11% | +10,826+247.4% | 加碼 |
| Mattern Wealth Management LLC | 15,153 | $276.1 萬 | 0.54% | +24+0.2% | 加碼 |
| Balyasny Asset Management LLC | 15,075 | $274.6 萬 | 0.01% | +5,245+53.4% | 加碼 |
| RFG Advisory, LLC | 14,990 | $273.1 萬 | 0.05% | −649−4.1% | 減碼 |
| Empirical Finance, LLC | 14,930 | $272.0 萬 | 0.13% | −41−0.3% | 減碼 |
| Saudi Central Bank | 14,872 | $270.9 萬 | 0.06% | +14,872 | 新進 |
| Infrastructure Capital Advisors, LLC | 14,865 | $270.8 萬 | 0.25% | −28,802−66.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 14,846 | $270.5 萬 | 0.06% | +4,248+40.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 14,846 | $270.5 萬 | 0.05% | +120+0.8% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 14,720 | $268.2 萬 | 0.14% | −2,400−14.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 14,710 | $268.0 萬 | 0.03% | −2,626−15.1% | 減碼 |
| First National Advisers, LLC | 14,658 | $267.0 萬 | 0.39% | −2,406−14.1% | 減碼 |
| Summit Financial, LLC | 14,657 | $267.0 萬 | 0.03% | −3,248−18.1% | 減碼 |
| Flagship Capital Management Inc. | 14,581 | $265.6 萬 | 1.95% | −29−0.2% | 減碼 |
| Exeter Financial, LLC | 14,575 | $265.5 萬 | 1.08% | −150−1.0% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 14,546 | $265.0 萬 | 0.01% | +14,546 | 新進 |
| Stephens Inc | 14,463 | $263.5 萬 | 0.03% | +139+1.0% | 加碼 |
| Curbstone Financial Management Corp | 14,454 | $263.3 萬 | 0.50% | −100−0.7% | 減碼 |
| Vise Technologies, Inc. | 20,327 | $262.3 萬 | 0.05% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 14,335 | $261.2 萬 | 0.19% | +152+1.1% | 加碼 |
| Axxcess Wealth Management, LLC | 14,288 | $260.3 萬 | 0.08% | +3,003+26.6% | 加碼 |
| South State Corp. | 14,280 | $260.2 萬 | 0.12% | +30.0% | 加碼 |
| Wilkins Investment Counsel Inc | 14,068 | $256.3 萬 | 0.37% | −50−0.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 14,039 | $255.8 萬 | 0.03% | −138−1.0% | 減碼 |
| TD Private Client Wealth LLC | 13,915 | $253.5 萬 | 0.05% | +840+6.4% | 加碼 |
| Harvest Portfolios Group Inc. | 13,862 | $252.5 萬 | 0.04% | +157+1.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 13,789 | $251.2 萬 | 0.06% | −1,170−7.8% | 減碼 |
| Marion Wealth Management | 13,725 | $250.0 萬 | 0.55% | −734−5.1% | 減碼 |