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 |
|---|---|---|---|---|---|
| Tripletail Wealth Management, LLC | 3,416 | $60.3 萬 | 0.69% | −192−5.3% | 減碼 |
| Moody National Bank Trust Division | 3,561 | $60.2 萬 | 0.05% | +45+1.3% | 加碼 |
| National Philanthropic Trust | 3,557 | $60.1 萬 | 0.01% | 00.0% | 不變 |
| Harbor Advisors LLC | 3,541 | $59.9 萬 | 0.08% | 00.0% | 不變 |
| Snowwater Investment Partners, LLC | 3,532 | $59.7 萬 | 0.41% | +22+0.6% | 加碼 |
| Riversedge Advisors, LLC | 3,526 | $59.6 萬 | 0.08% | +1,311+59.2% | 加碼 |
| Empirical Asset Management, LLC | 3,514 | $59.4 萬 | 0.13% | +2,277+184.1% | 加碼 |
| Dearborn Partners LLC | 3,513 | $59.4 萬 | 0.03% | −306−8.0% | 減碼 |
| Headlands Technologies LLC | 3,513 | $59.4 萬 | 0.06% | +2,155+158.7% | 加碼 |
| Cookson Peirce & Co Inc | 3,512 | $59.4 萬 | 0.02% | +172+5.1% | 加碼 |
| Oxford Asset Management LLP | 3,509 | $59.3 萬 | 0.29% | +1,326+60.7% | 加碼 |
| Schnieders Capital Management, LLC. | 3,508 | $59.3 萬 | 0.08% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 3,508 | $59.3 萬 | 0.03% | +20+0.6% | 加碼 |
| Waldron Private Wealth LLC | 3,507 | $59.3 萬 | 0.02% | +450+14.7% | 加碼 |
| Riverwater Partners LLC | 3,500 | $59.2 萬 | 0.18% | −116−3.2% | 減碼 |
| Crawford Investment Counsel Inc | 3,492 | $59.0 萬 | 0.01% | +11+0.3% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 3,228 | $58.9 萬 | 0.18% | +751+30.3% | 加碼 |
| Capstone Wealth Management, LLC | 3,468 | $58.6 萬 | 0.27% | +3,468 | 新進 |
| Mill Capital Management, LLC | 3,462 | $58.5 萬 | 0.04% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 3,461 | $58.5 萬 | 0.02% | +31+0.9% | 加碼 |
| LexAurum Advisors, LLC | 3,451 | $58.3 萬 | 0.07% | +8+0.2% | 加碼 |
| 9823 Capital, L.P. | 3,438 | $58.1 萬 | 0.39% | +3,438 | 新進 |
| Clifford Group, LLC | 3,427 | $57.9 萬 | 0.40% | −295−7.9% | 減碼 |
| Ethos Financial Group, LLC | 3,084 | $57.7 萬 | 0.04% | 00.0% | 不變 |
| Second Line Capital, LLC | 3,415 | $57.7 萬 | 0.11% | −23−0.7% | 減碼 |
| Hamilton Capital, LLC | 3,409 | $57.6 萬 | 0.03% | −471−12.1% | 減碼 |
| Field & Main Bank | 3,407 | $57.6 萬 | 0.12% | +105+3.2% | 加碼 |
| Legacy Private Trust Co. | 3,405 | $57.6 萬 | 0.03% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 2,468 | $57.4 萬 | 0.03% | −289−10.5% | 減碼 |
| Old Point Trust & Financial Services N A | 3,375 | $57.1 萬 | 0.17% | −75−2.2% | 減碼 |
| HCR Wealth Advisors | 3,374 | $57.0 萬 | 0.05% | +81+2.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,372 | $57.0 萬 | 0.01% | −15−0.4% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,369 | $57.0 萬 | 0.21% | −4,255−55.8% | 減碼 |
| Corbyn Investment Management Inc | 3,369 | $57.0 萬 | 0.16% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,368 | $56.9 萬 | 0.01% | −334−9.0% | 減碼 |
| Uncommon Cents Investing LLC | 3,362 | $56.8 萬 | 0.12% | −20−0.6% | 減碼 |
| Lionhunter Capital Management, LLC | 3,356 | $56.7 萬 | 0.26% | +3,356 | 新進 |
| Wedgewood Investors Inc | 3,350 | $56.6 萬 | 0.58% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 3,341 | $56.5 萬 | 0.05% | +15+0.5% | 加碼 |
| Rossmore Private Capital | 3,332 | $56.3 萬 | 0.05% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 3,330 | $56.3 萬 | 0.17% | 00.0% | 不變 |
| Allen Investment Management LLC | 3,318 | $56.1 萬 | 0.01% | 00.0% | 不變 |
| Fulton Bank, N.A. | 3,308 | $55.9 萬 | 0.02% | −682−17.1% | 減碼 |
| Berkshire Asset Management LLC | 3,304 | $55.9 萬 | 0.02% | −423−11.3% | 減碼 |
| Courier Capital LLC | 3,277 | $55.4 萬 | 0.03% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 3,271 | $55.3 萬 | 0.13% | −32−1.0% | 減碼 |
| Numerai GP LLC | 3,266 | $55.2 萬 | 0.05% | +3,266 | 新進 |
| MSH Capital Advisors LLC | 3,250 | $54.9 萬 | 0.10% | −9−0.3% | 減碼 |
| LVZ Advisors, Inc. | 3,249 | $54.9 萬 | 0.06% | −27−0.8% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,235 | $54.7 萬 | 0.02% | −32−1.0% | 減碼 |
| Harbor Investment Advisory, LLC | 3,235 | $54.7 萬 | 0.04% | 00.0% | 不變 |
| Providence First Trust Co | 3,231 | $54.6 萬 | 0.15% | +1,301+67.4% | 加碼 |
| Clear Trail Advisors, LLC | 3,226 | $54.5 萬 | 0.08% | 00.0% | 不變 |
| Foster & Motley Inc | 3,225 | $54.5 萬 | 0.03% | −11−0.3% | 減碼 |
| IFG Advisory, LLC | 3,222 | $54.5 萬 | 0.02% | +3,222 | 新進 |
| Vaughan David Investments LLC | 3,215 | $54.3 萬 | 0.01% | 00.0% | 不變 |
| LCNB Corp | 3,209 | $54.2 萬 | 0.17% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 3,202 | $54.1 萬 | 0.03% | +26+0.8% | 加碼 |
| Ambassador Advisors, LLC | 3,187 | $53.9 萬 | 0.07% | +3,187 | 新進 |
| GHP Investment Advisors, Inc. | 3,182 | $53.8 萬 | 0.02% | +50+1.6% | 加碼 |
| Marin Bay Wealth Advisors, LLC | 3,170 | $53.6 萬 | 0.29% | −105−3.2% | 減碼 |
| Sym Financial Corp | 3,168 | $53.5 萬 | 0.04% | +584+22.6% | 加碼 |
| Philadelphia Investment Partners, LLC | 2,299 | $53.5 萬 | 0.33% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 3,152 | $53.3 萬 | 0.03% | −58−1.8% | 減碼 |
| Vista Investment Partners LLC | 3,129 | $52.9 萬 | 0.13% | −70−2.2% | 減碼 |
| Root Financial Partners, LLC | 3,124 | $52.8 萬 | 0.02% | +265+9.3% | 加碼 |
| Welch Group, LLC | 3,118 | $52.7 萬 | 0.02% | −219−6.6% | 減碼 |
| Clear Harbor Asset Management, LLC | 3,117 | $52.7 萬 | 0.03% | −685−18.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,102 | $52.4 萬 | 0.01% | +204+7.0% | 加碼 |
| Measured Risk Portfolios, Inc. | 3,090 | $52.2 萬 | 0.46% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 3,084 | $52.1 萬 | 0.02% | +60+2.0% | 加碼 |
| Roundview Capital LLC | 3,075 | $52.0 萬 | 0.03% | −13−0.4% | 減碼 |
| RM Financial Services, LLC | 3,075 | $52.0 萬 | 0.39% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 3,065 | $51.8 萬 | 0.03% | −479−13.5% | 減碼 |
| Runnymede Capital Advisors, Inc. | 3,056 | $51.7 萬 | 0.31% | 00.0% | 不變 |
| Plancorp, LLC | 2,604 | $51.6 萬 | 0.01% | −42−1.6% | 減碼 |
| Nwam LLC | 3,047 | $51.5 萬 | 0.03% | −1,038−25.4% | 減碼 |
| Retirement Planning Group | 3,043 | $51.4 萬 | 0.01% | −389−11.3% | 減碼 |
| Van Strum & Towne Inc. | 3,031 | $51.2 萬 | 0.14% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 3,012 | $50.9 萬 | 0.02% | −3,567−54.2% | 減碼 |
| Avail Investment Partners, LLC | 3,009 | $50.9 萬 | 0.39% | +889+41.9% | 加碼 |
| Waterloo Capital, L.P. | 3,001 | $50.7 萬 | 0.03% | −221−6.9% | 減碼 |
| Knightsbridge Asset Management, LLC | 2,997 | $50.7 萬 | 0.07% | +253+9.2% | 加碼 |
| Kanawha Capital Management LLC | 2,995 | $50.6 萬 | 0.03% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 2,994 | $50.6 萬 | 0.00% | −103−3.3% | 減碼 |
| Vectors Research Management, LLC | 2,985 | $50.5 萬 | 0.13% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 2,984 | $50.4 萬 | 0.10% | 00.0% | 不變 |
| Aries Wealth Management | 2,973 | $50.3 萬 | 0.10% | 00.0% | 不變 |
| Univest Financial Corp | 2,971 | $50.2 萬 | 0.02% | +16+0.5% | 加碼 |
| Magnetar Financial LLC | 2,969 | $50.2 萬 | 0.00% | +2,969 | 新進 |
| Waycross Partners, LLC | 2,965 | $50.1 萬 | 0.04% | 00.0% | 不變 |
| Lazard Asset Management LLC | 2,954 | $49.9 萬 | 0.00% | +1,668+129.7% | 加碼 |
| Independence Bank of Kentucky | 2,938 | $49.7 萬 | 0.06% | −303−9.3% | 減碼 |
| Thomasville National Bank | 2,934 | $49.6 萬 | 0.03% | +2,934 | 新進 |
| Estabrook Capital Management | 2,929 | $49.5 萬 | 0.07% | −79−2.6% | 減碼 |
| Teamwork Financial Advisors, LLC | 2,926 | $49.5 萬 | 0.05% | +4+0.1% | 加碼 |
| MTM Investment Management, LLC | 2,912 | $49.2 萬 | 0.14% | −100−3.3% | 減碼 |
| Cambria Investment Management, L.P. | 2,911 | $49.2 萬 | 0.02% | +2,911 | 新進 |
| Abel Hall, LLC | 2,906 | $49.1 萬 | 0.08% | −28−1.0% | 減碼 |
| Persium Advisors, LLC | 2,902 | $49.1 萬 | 0.32% | 00.0% | 不變 |