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 2 季 13F 持有人
Phillips 66 在 2026/6/30 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
- 2,109
- 較 2026 年第 1 季 +2 家
- 持有股數
- 3.18 億
- 較 2026 年第 1 季 +495.8 萬 (+1.6%)
- 總市值
- $535.4 億
- 較 2026 年第 1 季 −$33.8 億 (−5.9%)
- 新進機構
- 164
- 另有 806 家加碼
- 清倉機構
- 162
- 另有 738 家減碼
另有 25 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 1,237 | $20.9 萬 | 0.05% | −29−2.3% | 減碼 |
| Perfromance Wealth Partners, LLC | 1,238 | $20.9 萬 | 0.01% | +17+1.4% | 加碼 |
| Bluesphere Advisors, LLC | 1,239 | $20.9 萬 | 0.06% | 00.0% | 不變 |
| National Wealth Management Group, LLC | 1,244 | $21.0 萬 | 0.06% | −52−4.0% | 減碼 |
| Triumph Capital Management | 1,245 | $21.0 萬 | 0.04% | −15−1.2% | 減碼 |
| Prairie Wealth Advisors, Inc. | 0 | $21.0 萬 | 0.05% | 0 | 新進 |
| Private Wealth Asset Management, LLC | 1,246 | $21.1 萬 | 0.02% | +48+4.0% | 加碼 |
| Stewardship Concepts Financial Services LLC | 1,247 | $21.1 萬 | 0.14% | +1,247 | 新進 |
| LifeWealth Investments, LLC | 1,249 | $21.1 萬 | 0.06% | +27+2.2% | 加碼 |
| Shufro Rose & Co LLC | 1,250 | $21.1 萬 | 0.01% | −300−19.4% | 減碼 |
| Sapient Capital LLC | 1,251 | $21.1 萬 | 0.00% | +37+3.0% | 加碼 |
| TownSquare Capital, LLC | 1,252 | $21.2 萬 | 0.04% | +3+0.2% | 加碼 |
| Lighthouse Financial LLC | 1,255 | $21.2 萬 | 0.11% | −2−0.2% | 減碼 |
| Pointe Capital Management LLC | 1,261 | $21.3 萬 | 0.10% | +52+4.3% | 加碼 |
| Arista Wealth Management, LLC | 1,263 | $21.4 萬 | 0.02% | +11+0.9% | 加碼 |
| TFB Advisors LLC | 1,267 | $21.4 萬 | 0.09% | +1,267 | 新進 |
| Paragon Private Wealth Management, LLC | 1,270 | $21.5 萬 | 0.06% | −130−9.3% | 減碼 |
| Evelyn Partners Group Ltd | 1,270 | $21.5 萬 | 0.00% | +1,270 | 新進 |
| Paragon Capital Management Ltd | 1,277 | $21.6 萬 | 0.04% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 1,278 | $21.6 萬 | 0.09% | 00.0% | 不變 |
| Caitlin John, LLC | 1,278 | $21.6 萬 | 0.12% | +1,265+9,730.8% | 加碼 |
| Bay Rivers Group | 1,282 | $21.7 萬 | 0.07% | +1,282 | 新進 |
| Cornerstone Advisory, LLC | 1,283 | $21.7 萬 | 0.02% | −21−1.6% | 減碼 |
| Family Wealth Partners, LLC | 1,284 | $21.7 萬 | 0.07% | +184+16.7% | 加碼 |
| William Blair Investment Management, LLC | 1,285 | $21.7 萬 | 0.00% | +15+1.2% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 1,289 | $21.8 萬 | 0.02% | +34+2.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,292 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| StoneX Group Inc. | 1,296 | $21.9 萬 | 0.01% | −1,169−47.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 1,300 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| BXM Wealth LLC | 1,300 | $22.0 萬 | 0.12% | 00.0% | 不變 |
| Novem Group | 1,301 | $22.0 萬 | 0.02% | +34+2.7% | 加碼 |
| General Partner, Inc. | 1,303 | $22.0 萬 | 0.12% | 00.0% | 不變 |
| BSW Wealth Partners | 1,304 | $22.0 萬 | 0.02% | −8−0.6% | 減碼 |
| Canvas Wealth Advisors, LLC | 1,304 | $22.1 萬 | 0.03% | +13+1.0% | 加碼 |
| NWF Advisory Services Inc. | 1,305 | $22.1 萬 | 0.02% | −25−1.9% | 減碼 |
| Wendell David Associates Inc | 1,305 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 1,310 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 1,312 | $22.2 萬 | 0.01% | −9−0.7% | 減碼 |
| Fermata Advisors, LLC | 1,312 | $22.2 萬 | 0.04% | +1,312 | 新進 |
| LeConte Wealth Management, LLC | 1,314 | $22.2 萬 | 0.12% | +215+19.6% | 加碼 |
| Cypress Wealth Services, LLC | 1,314 | $22.2 萬 | 0.03% | +48+3.8% | 加碼 |
| Grove Bank & Trust | 1,317 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 1,320 | $22.3 萬 | 0.18% | 00.0% | 不變 |
| InTrack Investment Management Inc | 1,322 | $22.3 萬 | 0.11% | −29−2.1% | 減碼 |
| First Foundation Advisors | 1,331 | $22.5 萬 | 0.01% | +1,331 | 新進 |
| Hendley & Co Inc | 1,330 | $22.5 萬 | 0.08% | 00.0% | 不變 |
| Expressive Wealth LLC | 1,331 | $22.5 萬 | 0.21% | +67+5.3% | 加碼 |
| Vance Wealth, Inc. | 1,332 | $22.5 萬 | 0.05% | −188−12.4% | 減碼 |
| Quarry LP | 1,333 | $22.5 萬 | 0.04% | +654+96.3% | 加碼 |
| WealthShield Partners, LLC | 1,336 | $22.6 萬 | 0.03% | −1,439−51.9% | 減碼 |
| Schrum Private Wealth Management LLC | 1,542 | $22.6 萬 | 0.23% | +314+25.6% | 加碼 |
| New Republic Capital, LLC | 1,349 | $22.8 萬 | 0.05% | +159+13.4% | 加碼 |
| KLCM Advisors, Inc. | 1,350 | $22.8 萬 | 0.02% | 00.0% | 不變 |
| Hirtle Callaghan & Co LLC | 1,350 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 1,352 | $22.9 萬 | 0.05% | −19−1.4% | 減碼 |
| CM Wealth Advisors LLC | 1,353 | $22.9 萬 | 0.04% | +1,353 | 新進 |
| AdvisorNet Financial, Inc | 1,353 | $22.9 萬 | 0.01% | +172+14.6% | 加碼 |
| Money Concepts Capital Corp | 1,354 | $22.9 萬 | 0.01% | +26+2.0% | 加碼 |
| Charles Schwab Trust Co | 1,354 | $22.9 萬 | 0.01% | +175+14.8% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Eastern Bank | 1,356 | $22.9 萬 | 0.00% | −5−0.4% | 減碼 |
| Meridian Wealth Advisors, LLC | 1,359 | $23.0 萬 | 0.03% | +90+7.1% | 加碼 |
| Enterprise Financial Services Corp | 1,360 | $23.0 萬 | 0.09% | +1,360 | 新進 |
| Azimuth Capital Investment Management LLC | 1,366 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 1,366 | $23.1 萬 | 0.03% | +186+15.8% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 1,367 | $23.1 萬 | 0.03% | −831−37.8% | 減碼 |
| JB Capital LLC | 1,370 | $23.2 萬 | 0.01% | −10−0.7% | 減碼 |
| Heartland Bank & Trust Co | 1,371 | $23.2 萬 | 0.05% | +33+2.5% | 加碼 |
| Avion Wealth | 1,376 | $23.2 萬 | 0.04% | +15+1.1% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 1,375 | $23.2 萬 | 0.06% | +6+0.4% | 加碼 |
| Papp L Roy & Associates | 1,379 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| Saiph Capital, LLC | 1,379 | $23.3 萬 | 0.07% | +1,379 | 新進 |
| Secure Asset Management, LLC | 1,384 | $23.4 萬 | 0.03% | −23−1.6% | 減碼 |
| Bullock Wealth Management Group | 1,344 | $23.5 萬 | 0.10% | −26−1.9% | 減碼 |
| Pring Turner Capital Group Inc | 1,141 | $23.5 萬 | 0.13% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 1,388 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Petersen Hastings Wealth Advisors Inc. | 1,390 | $23.5 萬 | 0.02% | +4+0.3% | 加碼 |
| Optas, LLC | 1,393 | $23.5 萬 | 0.03% | +98+7.6% | 加碼 |
| Resolute Wealth Strategies, LLC | 1,396 | $23.6 萬 | 0.09% | +109+8.5% | 加碼 |
| DV Trading LLC | 1,400 | $23.7 萬 | 0.02% | +100+7.7% | 加碼 |
| Green Ridge Wealth Planning LLC | 1,400 | $23.7 萬 | 0.10% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 1,402 | $23.7 萬 | 0.02% | +167+13.5% | 加碼 |
| Z3 Capital Partners, LLC | 1,402 | $23.7 萬 | 0.05% | −17−1.2% | 減碼 |
| Biltmore Family Office, LLC | 1,403 | $23.7 萬 | 0.03% | −256−15.4% | 減碼 |
| Peoples Bank | 1,405 | $23.8 萬 | 0.23% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,406 | $23.8 萬 | 0.02% | 00.0% | 不變 |
| Mountain Pacific Investment Advisers Inc | 1,407 | $23.8 萬 | 0.04% | 00.0% | 不變 |
| Chilton Capital Management LLC | 1,414 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 1,416 | $23.9 萬 | 0.01% | +37+2.7% | 加碼 |
| Hutchinson Capital Management | 1,417 | $24.0 萬 | 0.04% | +10+0.7% | 加碼 |
| Coastline Trust Co | 1,422 | $24.0 萬 | 0.02% | 00.0% | 不變 |
| Endowment Wealth Management, Inc. | 1,422 | $24.0 萬 | 0.09% | −84−5.6% | 減碼 |
| CWS Financial Advisors, LLC | 1,423 | $24.1 萬 | 0.05% | 00.0% | 不變 |
| Trust Co of Kansas | 1,425 | $24.1 萬 | 0.12% | +211+17.4% | 加碼 |
| Regatta Capital Group, LLC | 1,427 | $24.1 萬 | 0.03% | 00.0% | 不變 |
| Asset One Wealth Management LLC | 1,230 | $24.1 萬 | 0.03% | +1,230 | 新進 |
| Partners Wealth Management, LLC | 1,428 | $24.1 萬 | 0.24% | −127−8.2% | 減碼 |
| Jacobsen Capital Management | 1,429 | $24.2 萬 | 0.07% | +1+0.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,433 | $24.2 萬 | 0.02% | +30+2.1% | 加碼 |
| Purewater Capital LLC | 1,433 | $24.2 萬 | 0.17% | −5−0.3% | 減碼 |