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 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 7,100 | $129.3 萬 | 0.75% | −25−0.4% | 減碼 |
| Institute for Wealth Management, LLC. | 7,079 | $129.0 萬 | 0.14% | −159−2.2% | 減碼 |
| Cladis Investment Advisory, LLC | 7,078 | $129.0 萬 | 0.71% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 7,061 | $128.6 萬 | 0.03% | −33,617−82.6% | 減碼 |
| Strategic Advisors LLC | 7,019 | $127.9 萬 | 0.21% | +5+0.1% | 加碼 |
| National Asset Management, Inc. | 6,861 | $126.8 萬 | 0.08% | −1,630−19.2% | 減碼 |
| Sivia Capital Partners, LLC | 6,960 | $126.8 萬 | 0.25% | +20.0% | 加碼 |
| Perryman Financial Advisory Inc | 6,943 | $126.5 萬 | 0.19% | −247−3.4% | 減碼 |
| Tema ETFs LLC | 6,926 | $126.2 萬 | 0.08% | +35+0.5% | 加碼 |
| Hunter Associates Investment Management LLC | 6,909 | $125.8 萬 | 0.17% | +7+0.1% | 加碼 |
| Interval Partners, LP | 6,886 | $125.4 萬 | 0.04% | −4,025−36.9% | 減碼 |
| WealthTrust Axiom LLC | 6,880 | $125.3 萬 | 0.31% | +28+0.4% | 加碼 |
| Boston Trust Walden Corp | 6,860 | $125.0 萬 | 0.01% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 6,849 | $124.8 萬 | 0.11% | −12,469−64.5% | 減碼 |
| Brown Brothers Harriman & Co | 6,799 | $123.9 萬 | 0.01% | +3,118+84.7% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 6,790 | $123.7 萬 | 0.22% | −81−1.2% | 減碼 |
| Welch & Forbes LLC | 6,707 | $122.2 萬 | 0.02% | −239−3.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,678 | $121.7 萬 | 0.05% | −140−2.1% | 減碼 |
| NewEdge Wealth, LLC | 6,659 | $121.3 萬 | 0.01% | −4,882−42.3% | 減碼 |
| Drucker Wealth 3.0, LLC | 6,658 | $121.3 萬 | 0.21% | +322+5.1% | 加碼 |
| TCW Group Inc | 6,649 | $121.1 萬 | 0.01% | +322+5.1% | 加碼 |
| 1st Source Bank | 6,621 | $120.6 萬 | 0.06% | +400+6.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 6,619 | $120.6 萬 | 0.06% | +13+0.2% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 6,618 | $120.6 萬 | 0.15% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 7,557 | $120.4 萬 | 0.05% | +4,722+166.6% | 加碼 |
| Bradley Foster & Sargent Inc | 6,604 | $120.3 萬 | 0.02% | −185−2.7% | 減碼 |
| Mairs & Power Inc | 6,604 | $120.3 萬 | 0.01% | 00.0% | 不變 |
| Aviance Capital Partners, LLC | 6,604 | $120.3 萬 | 0.14% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 6,601 | $120.3 萬 | 0.05% | +234+3.7% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 6,583 | $119.9 萬 | 0.26% | −1,310−16.6% | 減碼 |
| America First Investment Advisors, LLC | 6,580 | $119.9 萬 | 0.22% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 6,579 | $119.9 萬 | 0.05% | +1,489+29.3% | 加碼 |
| Transcend Wealth Collective, LLC | 6,573 | $119.7 萬 | 0.10% | +534+8.8% | 加碼 |
| Peapack Gladstone Financial Corp | 6,563 | $119.6 萬 | 0.02% | −474−6.7% | 減碼 |
| First National Trust Co | 6,557 | $119.5 萬 | 0.04% | −284−4.2% | 減碼 |
| Mission Wealth Management, LP | 6,520 | $118.8 萬 | 0.02% | −574−8.1% | 減碼 |
| Alta Capital Management LLC | 6,504 | $118.5 萬 | 0.09% | −727−10.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 6,502 | $118.5 萬 | 0.06% | −871−11.8% | 減碼 |
| Allen Capital Group, LLC | 6,501 | $118.4 萬 | 0.11% | +288+4.6% | 加碼 |
| Miller Investment Management, LP | 6,500 | $118.4 萬 | 0.12% | 00.0% | 不變 |
| Change Path, LLC | 6,465 | $117.8 萬 | 0.03% | +107+1.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 6,454 | $117.6 萬 | 0.09% | +80+1.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 6,432 | $117.2 萬 | 0.02% | +198+3.2% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,428 | $117.1 萬 | 0.48% | +65+1.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 6,401 | $116.6 萬 | 0.19% | +6,401 | 新進 |
| ArrowMark Colorado Holdings LLC | 6,400 | $116.6 萬 | 0.03% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 6,369 | $116.0 萬 | 0.06% | −74−1.1% | 減碼 |
| Essex Financial Services, Inc. | 6,363 | $115.9 萬 | 0.07% | −201−3.1% | 減碼 |
| Affinity Investment Advisors, LLC | 6,328 | $115.3 萬 | 0.72% | +3,745+145.0% | 加碼 |
| Coastal Bridge Advisors, LLC | 6,325 | $115.2 萬 | 0.08% | +434+7.4% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,218 | $114.9 萬 | 0.15% | +218+3.6% | 加碼 |
| Private Trust Co NA | 6,300 | $114.8 萬 | 0.10% | −98−1.5% | 減碼 |
| Kuhn & Co Investment Counsel | 6,294 | $114.7 萬 | 0.74% | +1,300+26.0% | 加碼 |
| Colter Lewis Investment Partners LLC | 6,277 | $114.4 萬 | 1.08% | +6,277 | 新進 |
| Peoples Bank | 6,274 | $114.3 萬 | 0.70% | −25−0.4% | 減碼 |
| Enclave Advisors LLC | 6,256 | $114.0 萬 | 0.16% | +6,256 | 新進 |
| American Financial Group Inc | 6,250 | $113.9 萬 | 0.42% | 00.0% | 不變 |
| Voleon Capital Management LP | 6,216 | $113.2 萬 | 0.02% | +2,935+89.5% | 加碼 |
| South Street Advisors LLC | 6,200 | $113.0 萬 | 0.16% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 6,183 | $112.6 萬 | 0.17% | +420+7.3% | 加碼 |
| Csenge Advisory Group | 6,125 | $111.6 萬 | 0.05% | −707−10.3% | 減碼 |
| CX Institutional | 6,107 | $111.3 萬 | 0.03% | +2,000+48.7% | 加碼 |
| Heck Capital Advisors, LLC | 6,097 | $111.1 萬 | 0.08% | +48+0.8% | 加碼 |
| Old North State Trust, LLC | 6,087 | $110.9 萬 | 0.66% | +423+7.5% | 加碼 |
| AMG National Trust Bank | 6,082 | $110.8 萬 | 0.02% | +1,400+29.9% | 加碼 |
| Atomi Financial Group, Inc. | 6,047 | $110.2 萬 | 0.03% | −348−5.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 6,037 | $110.0 萬 | 0.05% | −12−0.2% | 減碼 |
| Regal Investment Advisors LLC | 6,017 | $109.6 萬 | 0.06% | −1,386−18.7% | 減碼 |
| Valmark Advisers, Inc. | 5,997 | $109.2 萬 | 0.01% | −200−3.2% | 減碼 |
| Evoke Wealth, LLC | 5,988 | $109.1 萬 | 0.02% | +561+10.3% | 加碼 |
| Financial Advisory Service, Inc. | 5,956 | $108.5 萬 | 0.07% | −176−2.9% | 減碼 |
| EPG Wealth Management LLC | 5,946 | $108.3 萬 | 0.29% | +128+2.2% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $108.2 萬 | 0.18% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 5,934 | $108.1 萬 | 0.25% | +90+1.5% | 加碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 5,928 | $108.0 萬 | 0.04% | +5,928 | 新進 |
| Caerus Investment Advisors, LLC | 5,927 | $108.0 萬 | 0.46% | −2,221−27.3% | 減碼 |
| Angeles Wealth Management, LLC | 5,909 | $107.7 萬 | 0.06% | +366+6.6% | 加碼 |
| Convergence Financial, LLC | 5,887 | $107.2 萬 | 0.11% | +5,887 | 新進 |
| Endeavor Private Wealth, Inc. | 5,860 | $106.8 萬 | 0.31% | −399−6.4% | 減碼 |
| Strategic Financial Services, Inc, | 5,857 | $106.7 萬 | 0.05% | 00.0% | 不變 |
| Norden Group LLC | 5,851 | $106.6 萬 | 0.10% | −34−0.6% | 減碼 |
| JBR Co Financial Management Inc | 8,248 | $106.4 萬 | 0.45% | 00.0% | 不變 |
| Perpetual Ltd | 5,839 | $106.4 萬 | 0.02% | +204+3.6% | 加碼 |
| Philip James Wealth Mangement, LLC | 5,821 | $106.1 萬 | 0.12% | −50−0.9% | 減碼 |
| Probity Advisors, Inc. | 5,820 | $106.0 萬 | 0.17% | −346−5.6% | 減碼 |
| Kovack Advisors, Inc. | 6,121 | $105.9 萬 | 0.06% | −12,877−67.8% | 減碼 |
| Simplicity Wealth,LLC | 5,806 | $105.8 萬 | 0.06% | +368+6.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,789 | $105.5 萬 | 0.00% | +5,789 | 新進 |
| Fidelis Capital Partners, LLC | 5,786 | $105.4 萬 | 0.08% | +939+19.4% | 加碼 |
| J. Safra Sarasin Holding AG | 5,776 | $105.2 萬 | 0.02% | +168+3.0% | 加碼 |
| Adviser Investments LLC | 5,763 | $105.0 萬 | 0.01% | +833+16.9% | 加碼 |
| Camden Capital, LLC | 5,727 | $104.3 萬 | 0.07% | +237+4.3% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,726 | $104.3 萬 | 0.30% | 00.0% | 不變 |
| Smithfield Trust Co | 5,714 | $103.9 萬 | 0.05% | +4,601+413.4% | 加碼 |
| Keynote Financial Services LLC | 5,694 | $103.7 萬 | 0.55% | −97−1.7% | 減碼 |
| Perigon Wealth Management, LLC | 5,666 | $103.2 萬 | 0.02% | −1,661−22.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 5,656 | $103.0 萬 | 0.04% | +5,656 | 新進 |
| Baker Ellis Asset Management LLC | 5,655 | $103.0 萬 | 0.12% | +10.0% | 加碼 |
| Soltis Investment Advisors LLC | 5,640 | $102.7 萬 | 0.07% | −22−0.4% | 減碼 |
| Rathbone Brothers plc | 5,630 | $102.6 萬 | 0.00% | −975−14.8% | 減碼 |