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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 5,805 | $98.1 萬 | 0.01% | −34−0.6% | 減碼 |
| Aaron Wealth Advisors | 5,803 | $98.1 萬 | 0.05% | +229+4.1% | 加碼 |
| Saturna Capital CORP | 5,794 | $97.9 萬 | 0.01% | −2,540−30.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 5,475 | $97.9 萬 | 0.02% | 00.0% | 不變 |
| EPG Wealth Management LLC | 5,773 | $97.6 萬 | 0.23% | −173−2.9% | 減碼 |
| Perigon Wealth Management, LLC | 5,738 | $97.0 萬 | 0.02% | +72+1.3% | 加碼 |
| Camden Capital, LLC | 5,706 | $96.5 萬 | 0.05% | −21−0.4% | 減碼 |
| South Street Advisors LLC | 5,700 | $96.4 萬 | 0.13% | −500−8.1% | 減碼 |
| Smithfield Trust Co | 5,714 | $96.3 萬 | 0.04% | 00.0% | 不變 |
| Keynote Financial Services LLC | 5,687 | $96.1 萬 | 0.45% | −7−0.1% | 減碼 |
| Alphadyne Asset Management LP | 5,642 | $95.4 萬 | 0.04% | +5,642 | 新進 |
| Baker Ellis Asset Management LLC | 5,635 | $95.3 萬 | 0.10% | −20−0.4% | 減碼 |
| Fairfield, Bush & Co. | 5,617 | $95.0 萬 | 0.47% | +337+6.4% | 加碼 |
| Boothbay Fund Management, LLC | 5,615 | $94.9 萬 | 0.02% | +5,615 | 新進 |
| Probity Advisors, Inc. | 5,593 | $94.5 萬 | 0.14% | −227−3.9% | 減碼 |
| Howland Capital Management LLC | 5,558 | $94.0 萬 | 0.03% | +684+14.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 5,536 | $93.7 萬 | 0.02% | +124+2.3% | 加碼 |
| Weatherly Asset Management L. P. | 5,522 | $93.3 萬 | 0.07% | +240+4.5% | 加碼 |
| Aigen Investment Management, LP | 5,522 | $93.3 萬 | 0.26% | −3,419−38.2% | 減碼 |
| Atlas Legacy Advisors, LLC | 5,585 | $93.2 萬 | 0.14% | +395+7.6% | 加碼 |
| CFS Investment Advisory Services, LLC | 5,226 | $92.2 萬 | 0.06% | +27+0.5% | 加碼 |
| Sentinus, LLC | 5,444 | $92.0 萬 | 0.07% | +577+11.9% | 加碼 |
| Checchi Capital Advisers, LLC | 5,442 | $92.0 萬 | 0.06% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 5,413 | $91.5 萬 | 0.06% | +69+1.3% | 加碼 |
| Charter Trust Co | 5,409 | $91.4 萬 | 0.05% | +973+21.9% | 加碼 |
| Davis Investment Partners, LLC | 5,402 | $91.3 萬 | 0.28% | +21+0.4% | 加碼 |
| Syon Capital LLC | 5,392 | $91.2 萬 | 0.04% | +282+5.5% | 加碼 |
| IMC-Chicago, LLC | 5,384 | $91.0 萬 | 0.01% | +5,384 | 新進 |
| Belpointe Asset Management LLC | 5,352 | $90.5 萬 | 0.03% | +258+5.1% | 加碼 |
| Advisor OS, LLC | 5,343 | $90.3 萬 | 0.06% | +476+9.8% | 加碼 |
| Doheny Asset Management | 5,329 | $90.1 萬 | 0.52% | 00.0% | 不變 |
| QTR Family Wealth, LLC | 5,322 | $90.0 萬 | 0.31% | +658+14.1% | 加碼 |
| Endeavor Private Wealth, Inc. | 5,283 | $89.3 萬 | 0.22% | −577−9.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 5,273 | $89.1 萬 | 0.05% | −182−3.3% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 5,246 | $88.7 萬 | 0.19% | +5,051+2,590.3% | 加碼 |
| BWM Planning, LLC | 5,240 | $88.6 萬 | 0.21% | −4,265−44.9% | 減碼 |
| Integrated Advisors Network LLC | 5,236 | $88.5 萬 | 0.04% | −92−1.7% | 減碼 |
| Rathbone Brothers plc | 5,226 | $88.3 萬 | 0.00% | −404−7.2% | 減碼 |
| Westhampton Capital, LLC | 5,190 | $87.7 萬 | 0.36% | 00.0% | 不變 |
| Chicago Trust Co NA | 5,180 | $87.6 萬 | 0.13% | −2,181−29.6% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 5,171 | $87.4 萬 | 0.04% | +10.0% | 加碼 |
| Trust Co of Toledo NA | 5,170 | $87.4 萬 | 0.07% | −115−2.2% | 減碼 |
| Essex Savings Bank | 5,164 | $87.3 萬 | 0.19% | −239−4.4% | 減碼 |
| Cornerstone Wealth Group, LLC | 5,162 | $87.3 萬 | 0.05% | +147+2.9% | 加碼 |
| B&L Asset Management LLC | 5,161 | $87.2 萬 | 0.30% | +133+2.6% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,155 | $87.1 萬 | 0.06% | +10.0% | 加碼 |
| Bridges Investment Management Inc | 5,152 | $87.1 萬 | 0.01% | +105+2.1% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 5,126 | $86.7 萬 | 0.10% | −1,492−22.5% | 減碼 |
| Nikko Asset Management Americas, Inc. | 5,117 | $86.5 萬 | 0.01% | −2,901−36.2% | 減碼 |
| Rosenberg Matthew Hamilton | 5,106 | $86.3 萬 | 0.16% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,104 | $86.3 萬 | 0.13% | −106−2.0% | 減碼 |
| Worth Financial Advisory Group, LLC | 5,085 | $86.0 萬 | 0.36% | +5,085 | 新進 |
| Montecito Bank & Trust | 5,084 | $85.9 萬 | 0.13% | +87+1.7% | 加碼 |
| Larson Financial Group LLC | 5,060 | $85.5 萬 | 0.02% | +118+2.4% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 5,056 | $85.5 萬 | 0.03% | −600−10.6% | 減碼 |
| Valley Brook Capital Group | 5,055 | $85.4 萬 | 0.48% | +10.0% | 加碼 |
| Baring Financial LLC | 5,027 | $85.0 萬 | 0.47% | −185−3.5% | 減碼 |
| Chilton Investment Co LLC | 5,015 | $84.8 萬 | 0.02% | +1,349+36.8% | 加碼 |
| Augustine Asset Management Inc | 5,013 | $84.7 萬 | 0.17% | −32−0.6% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,006 | $84.6 萬 | 0.10% | +91+1.9% | 加碼 |
| Cito Capital Group, LLC | 5,000 | $84.5 萬 | 0.23% | 00.0% | 不變 |
| Rexford Capital Inc | 4,998 | $84.5 萬 | 0.52% | −56−1.1% | 減碼 |
| Smartleaf Asset Management LLC | 4,826 | $84.0 萬 | 0.03% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 4,943 | $83.6 萬 | 0.24% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 4,944 | $83.6 萬 | 0.03% | +431+9.6% | 加碼 |
| CSS LLC | 4,930 | $83.3 萬 | 0.04% | +40+0.8% | 加碼 |
| KCM Investment Advisors LLC | 4,918 | $83.1 萬 | 0.02% | −145−2.9% | 減碼 |
| Baker Avenue Asset Management, LP | 4,899 | $82.8 萬 | 0.02% | +233+5.0% | 加碼 |
| Drive Wealth Management, LLC | 4,836 | $81.8 萬 | 0.15% | +830+20.7% | 加碼 |
| Gryphon Financial Partners LLC | 4,836 | $81.8 萬 | 0.07% | +85+1.8% | 加碼 |
| Garrison Point Advisors, LLC | 4,828 | $81.6 萬 | 0.33% | −152−3.1% | 減碼 |
| Sig Brokerage, LP | 4,758 | $80.4 萬 | 0.13% | +3,485+273.8% | 加碼 |
| Jackson Thornton Asset Management, LLC | 4,751 | $80.3 萬 | 0.06% | +576+13.8% | 加碼 |
| 111 Capital | 4,748 | $80.3 萬 | 0.14% | +1,237+35.2% | 加碼 |
| Massmutual Trust Co FSB | 4,721 | $79.8 萬 | 0.02% | +40+0.9% | 加碼 |
| Veracity Capital LLC | 4,693 | $79.3 萬 | 0.21% | +147+3.2% | 加碼 |
| Corps Capital Advisors, LLC | 4,684 | $79.2 萬 | 0.64% | 00.0% | 不變 |
| LVM Capital Management Ltd | 4,676 | $79.0 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 4,652 | $78.6 萬 | 0.07% | −4−0.1% | 減碼 |
| Philip James Wealth Mangement, LLC | 4,652 | $78.6 萬 | 0.09% | −1,169−20.1% | 減碼 |
| Investors Research Corp | 4,650 | $78.6 萬 | 0.14% | −42−0.9% | 減碼 |
| Siemens Fonds Invest GmbH | 4,649 | $78.6 萬 | 0.04% | +2,160+86.8% | 加碼 |
| Essential Partners LLC | 4,643 | $78.5 萬 | 0.36% | +772+19.9% | 加碼 |
| TIAA Wealth Investment Management LLC | 4,611 | $78.0 萬 | 0.01% | +262+6.0% | 加碼 |
| Veratis Advisors, Inc. | 4,597 | $77.7 萬 | 0.55% | +4,597 | 新進 |
| Arkfeld Wealth Strategies, L.L.C. | 4,361 | $77.3 萬 | 0.23% | −174−3.8% | 減碼 |
| 5T Wealth, LLC | 4,574 | $77.3 萬 | 0.29% | −47−1.0% | 減碼 |
| Bank of Hawaii | 4,566 | $77.2 萬 | 0.04% | −829−15.4% | 減碼 |
| Redwood Investment Management, LLC | 4,543 | $76.8 萬 | 0.08% | +4,543 | 新進 |
| Rossby Financial, LCC | 4,530 | $76.6 萬 | 0.14% | +361+8.7% | 加碼 |
| Everpar Advisors LLC | 4,480 | $75.7 萬 | 0.22% | −683−13.2% | 減碼 |
| Wealth Advisory Solutions, LLC | 4,479 | $75.7 萬 | 0.16% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 4,479 | $75.7 萬 | 0.01% | +782+21.2% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 4,452 | $75.3 萬 | 0.25% | −1,049−19.1% | 減碼 |
| Mangrove Partners | 4,447 | $75.2 萬 | 0.05% | 00.0% | 不變 |
| Peregrine Asset Advisers, Inc. | 4,444 | $75.1 萬 | 0.16% | 00.0% | 不變 |
| NVWM, LLC | 4,441 | $75.1 萬 | 0.15% | −29−0.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,438 | $75.0 萬 | 0.01% | −4,691−51.4% | 減碼 |
| GWN Securities Inc. | 4,388 | $74.2 萬 | 0.12% | +24+0.5% | 加碼 |
| Falcon Wealth Planning | 4,347 | $73.5 萬 | 0.05% | +1,982+83.8% | 加碼 |