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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 4,344 | $73.4 萬 | 0.02% | −545−11.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 4,338 | $73.3 萬 | 0.02% | 00.0% | 不變 |
| Moment Partners, LLC | 4,327 | $73.2 萬 | 0.13% | +80+1.9% | 加碼 |
| Princeton Global Asset Management LLC | 4,326 | $73.1 萬 | 0.10% | +645+17.5% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 4,320 | $73.0 萬 | 0.03% | −270−5.9% | 減碼 |
| Lincoln Capital LLC | 4,310 | $72.9 萬 | 0.13% | −150−3.4% | 減碼 |
| Hantz Financial Services, Inc. | 4,306 | $72.8 萬 | 0.01% | +1,877+77.3% | 加碼 |
| Hennessy Advisors Inc | 4,282 | $72.4 萬 | 0.02% | −518−10.8% | 減碼 |
| MBL Wealth, LLC | 4,281 | $72.4 萬 | 0.05% | +135+3.3% | 加碼 |
| West Family Investments, Inc. | 4,280 | $72.4 萬 | 0.21% | +4,280 | 新進 |
| Aull & Monroe Investment Management Corp | 4,270 | $72.2 萬 | 0.30% | +33+0.8% | 加碼 |
| SFMG, LLC | 4,265 | $72.1 萬 | 0.04% | +406+10.5% | 加碼 |
| Johnson & White Wealth Management, LLC | 4,235 | $71.6 萬 | 0.27% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 4,210 | $71.2 萬 | 0.01% | +142+3.5% | 加碼 |
| PDS Planning, Inc | 4,208 | $71.1 萬 | 0.04% | +341+8.8% | 加碼 |
| Caitong International Asset Management Co., Ltd | 4,205 | $71.1 萬 | 0.10% | −7,636−64.5% | 減碼 |
| Ritholtz Wealth Management | 4,203 | $71.0 萬 | 0.01% | +840+25.0% | 加碼 |
| Jupiter Wealth Management LLC | 4,200 | $71.0 萬 | 0.28% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 4,193 | $70.9 萬 | 0.02% | +426+11.3% | 加碼 |
| Jacobs Equity LLC | 4,180 | $70.7 萬 | 0.49% | +751+21.9% | 加碼 |
| Alchemi Wealth, LLC | 4,178 | $70.6 萬 | 0.33% | +23+0.6% | 加碼 |
| Modern Wealth Management, LLC | 4,172 | $70.5 萬 | 0.01% | +116+2.9% | 加碼 |
| Basepoint Wealth LLC | 4,165 | $70.4 萬 | 0.40% | −180−4.1% | 減碼 |
| Tred Avon Family Wealth, LLC | 4,144 | $70.1 萬 | 0.21% | −40−1.0% | 減碼 |
| Michael B. Yongue | 4,141 | $70.0 萬 | 0.49% | −94−2.2% | 減碼 |
| Burford Brothers, Inc. | 4,140 | $70.0 萬 | 0.26% | +12+0.3% | 加碼 |
| SAM Advisors, LLC | 4,136 | $69.9 萬 | 0.19% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 4,136 | $69.9 萬 | 0.22% | −230−5.3% | 減碼 |
| 1248 Management, LLC | 4,134 | $69.9 萬 | 0.27% | +2,888+231.8% | 加碼 |
| Means Investment Co., Inc. | 4,118 | $69.6 萬 | 0.05% | −124−2.9% | 減碼 |
| Jefferies Financial Group Inc. | 4,115 | $69.6 萬 | 0.01% | −3,885−48.6% | 減碼 |
| Catalyst Funds Management Pty Ltd | 4,100 | $69.3 萬 | 0.04% | +2,452+148.8% | 加碼 |
| Investment Research Partners LLC | 4,082 | $69.0 萬 | 0.23% | +925+29.3% | 加碼 |
| Spinnaker Trust | 4,075 | $68.9 萬 | 0.03% | +200+5.2% | 加碼 |
| Peoples Financial Services Corp. | 4,075 | $68.9 萬 | 0.30% | 00.0% | 不變 |
| Whittier Trust Co | 3,883 | $68.9 萬 | 0.01% | +10+0.3% | 加碼 |
| Argyle Capital Partners, LLC | 4,072 | $68.8 萬 | 0.43% | 00.0% | 不變 |
| Nilsine Partners, LLC | 4,068 | $68.8 萬 | 0.05% | +59+1.5% | 加碼 |
| Marathon Strategic Advisors, LLC | 4,059 | $68.6 萬 | 0.39% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 4,044 | $68.4 萬 | 0.12% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 4,035 | $68.2 萬 | 0.06% | −25−0.6% | 減碼 |
| Clearbridge Investments, LLC | 4,027 | $68.1 萬 | 0.00% | −170−4.1% | 減碼 |
| Cannon Financial Strategists, Inc. | 4,024 | $68.0 萬 | 0.08% | +4,024 | 新進 |
| Abner Herrman & Brock LLC | 4,000 | $67.6 萬 | 0.06% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 3,993 | $67.5 萬 | 0.03% | +16+0.4% | 加碼 |
| Frank, Rimerman Advisors LLC | 3,993 | $67.5 萬 | 0.04% | +49+1.2% | 加碼 |
| Cushing Capital Partners, LLC | 3,977 | $67.2 萬 | 0.46% | −63−1.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,976 | $67.2 萬 | 0.01% | −46−1.1% | 減碼 |
| Sharp Financial Services, LLC | 3,966 | $67.0 萬 | 0.31% | +843+27.0% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,964 | $67.0 萬 | 0.03% | −59−1.5% | 減碼 |
| Three Seasons Wealth, LLC | 3,958 | $66.9 萬 | 0.06% | 00.0% | 不變 |
| Southland Equity Partners LLC | 3,942 | $66.6 萬 | 0.12% | +19+0.5% | 加碼 |
| Richwood Investment Advisors, LLC | 3,930 | $66.4 萬 | 0.47% | −180−4.4% | 減碼 |
| EntryPoint Capital, LLC | 3,898 | $65.9 萬 | 0.16% | +2,249+136.4% | 加碼 |
| John G Ullman & Associates Inc | 3,897 | $65.9 萬 | 0.08% | +47+1.2% | 加碼 |
| Excalibur Management Corp | 3,887 | $65.7 萬 | 0.22% | −35−0.9% | 減碼 |
| Ballentine Partners, LLC | 3,883 | $65.6 萬 | 0.01% | +408+11.7% | 加碼 |
| Islay Capital Management, LLC | 3,882 | $65.6 萬 | 0.31% | −200−4.9% | 減碼 |
| Gratus Wealth Advisors, LLC | 3,879 | $65.6 萬 | 0.08% | +55+1.4% | 加碼 |
| Affinity Investment Advisors, LLC | 3,870 | $65.4 萬 | 0.33% | −2,458−38.8% | 減碼 |
| Apella Capital, LLC | 3,656 | $65.4 萬 | 0.01% | +127+3.6% | 加碼 |
| Campion Asset Management LLC | 3,867 | $65.4 萬 | 0.40% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 3,866 | $65.4 萬 | 0.05% | +14+0.4% | 加碼 |
| Clarity Financial LLC | 3,861 | $65.3 萬 | 0.06% | +3,861 | 新進 |
| Donaldson Capital Management, LLC | 3,857 | $65.2 萬 | 0.02% | +2,416+167.7% | 加碼 |
| Focus Financial Network, Inc. | 3,854 | $65.2 萬 | 0.02% | −21−0.5% | 減碼 |
| Keel Point, LLC | 3,845 | $65.0 萬 | 0.04% | +151+4.1% | 加碼 |
| Roof Eidam & Maycock | 3,843 | $65.0 萬 | 0.13% | 00.0% | 不變 |
| Guardian Wealth Management, Inc. | 3,828 | $64.7 萬 | 0.32% | +17+0.4% | 加碼 |
| Montchanin Asset Management, LLC | 3,830 | $64.7 萬 | 0.66% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 3,823 | $64.6 萬 | 0.01% | +504+15.2% | 加碼 |
| Biltmore Wealth Management, LLC | 3,820 | $64.6 萬 | 0.20% | −151−3.8% | 減碼 |
| HBW Advisory Services LLC | 3,819 | $64.6 萬 | 0.06% | +1,481+63.3% | 加碼 |
| Capital Investment Advisors, LLC | 3,818 | $64.5 萬 | 0.01% | −513−11.8% | 減碼 |
| Roberts Glore & Co Inc | 3,806 | $64.3 萬 | 0.16% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 3,804 | $64.3 萬 | 0.02% | +686+22.0% | 加碼 |
| Ameritas Advisory Services, LLC | 3,800 | $64.2 萬 | 0.01% | +1,868+96.7% | 加碼 |
| WP Advisors, LLC | 3,796 | $64.2 萬 | 0.16% | −617−14.0% | 減碼 |
| Personal Cfo Solutions, LLC | 3,786 | $64.0 萬 | 0.09% | +39+1.0% | 加碼 |
| Patron Partners Advisors, LLC | 3,781 | $63.9 萬 | 0.25% | −283−7.0% | 減碼 |
| Busey Wealth Management | 3,757 | $63.5 萬 | 0.02% | −328−8.0% | 減碼 |
| Mainsail Asset Management, LLC | 3,069 | $63.5 萬 | 0.25% | +1,707+125.3% | 加碼 |
| Advisory Alpha, LLC | 3,753 | $63.5 萬 | 0.02% | +339+9.9% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,743 | $63.3 萬 | 0.04% | +23+0.6% | 加碼 |
| Cadinha & Co LLC | 3,733 | $63.1 萬 | 0.09% | +13+0.3% | 加碼 |
| Cigna Investments Inc | 3,724 | $62.9 萬 | 0.08% | −101−2.6% | 減碼 |
| Brandywine Oak Private Wealth LLC | 3,718 | $62.8 萬 | 0.05% | +452+13.8% | 加碼 |
| Lummis Asset Management, LP | 3,011 | $62.8 萬 | 0.38% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 3,705 | $62.6 萬 | 0.05% | +233+6.7% | 加碼 |
| Indivisible Partners | 3,703 | $62.6 萬 | 0.04% | +509+15.9% | 加碼 |
| Trustmark National Bank Trust Department | 3,695 | $62.5 萬 | 0.04% | 00.0% | 不變 |
| Master's Wealth Management Inc. | 3,682 | $62.2 萬 | 0.19% | +137+3.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,678 | $62.2 萬 | 0.08% | −4,867−57.0% | 減碼 |
| Accurate Wealth Management, LLC | 3,293 | $62.0 萬 | 0.06% | +316+10.6% | 加碼 |
| Demars Financial Group, LLC | 3,635 | $61.5 萬 | 0.17% | 00.0% | 不變 |
| S.A. Mason LLC | 3,629 | $61.3 萬 | 0.19% | 00.0% | 不變 |
| Beto Financial Group, LLC | 2,923 | $61.0 萬 | 0.32% | +12+0.4% | 加碼 |
| Ballew Advisors, Inc | 3,456 | $61.0 萬 | 0.32% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 3,593 | $60.7 萬 | 0.03% | −37−1.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,561 | $60.3 萬 | 0.16% | −102−2.8% | 減碼 |