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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 21,301 | $360.1 萬 | 1.02% | +63+0.3% | 加碼 |
| Gateway Investment Advisers LLC | 21,187 | $358.2 萬 | 0.04% | +2,943+16.1% | 加碼 |
| Polymer Capital Management (US) LLC | 21,157 | $357.7 萬 | 0.53% | +15,733+290.1% | 加碼 |
| Quotient Wealth Partners, LLC | 21,077 | $356.3 萬 | 0.08% | −2,468−10.5% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 21,010 | $355.2 萬 | 1.30% | +323+1.6% | 加碼 |
| Equitable Holdings, Inc. | 20,976 | $354.6 萬 | 0.02% | −8,538−28.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 20,764 | $351.0 萬 | 0.11% | −400−1.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 20,673 | $349.5 萬 | 0.09% | −379−1.8% | 減碼 |
| Change Path, LLC | 20,615 | $348.5 萬 | 0.08% | +14,150+218.9% | 加碼 |
| Argyle Capital Management Inc. | 20,517 | $346.8 萬 | 1.00% | −350−1.7% | 減碼 |
| Louisiana State Employees Retirement System | 20,500 | $346.6 萬 | 0.05% | 00.0% | 不變 |
| First National Bank of Omaha | 20,290 | $345.3 萬 | 0.10% | −2,462−10.8% | 減碼 |
| Bank Ozk | 20,334 | $343.7 萬 | 1.02% | +2,111+11.6% | 加碼 |
| New Mexico Educational Retirement Board | 20,128 | $340.3 萬 | 0.09% | +1,600+8.6% | 加碼 |
| Midwest Trust Co | 19,876 | $336.0 萬 | 0.04% | −40.0% | 減碼 |
| Profund Advisors LLC | 19,875 | $336.0 萬 | 0.09% | +815+4.3% | 加碼 |
| First Nebraska Trust Co | 19,782 | $334.4 萬 | 0.27% | −11−0.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 19,761 | $334.1 萬 | 0.02% | +15,839+403.9% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 19,742 | $333.7 萬 | 0.04% | −413−2.0% | 減碼 |
| German American Bancorp, Inc. | 19,720 | $333.4 萬 | 0.25% | −6,311−24.2% | 減碼 |
| Legato Capital Management LLC | 19,681 | $332.7 萬 | 0.28% | −319−1.6% | 減碼 |
| J. Goldman & Co LP | 19,663 | $332.4 萬 | 0.12% | +19,663 | 新進 |
| Sowell Financial Services LLC | 19,421 | $328.3 萬 | 0.11% | +8,768+82.3% | 加碼 |
| Ramirez Asset Management, Inc. | 19,405 | $328.0 萬 | 0.34% | −6,797−25.9% | 減碼 |
| City Holding Co | 19,351 | $327.1 萬 | 0.37% | +518+2.8% | 加碼 |
| SWS Partners | 19,349 | $327.1 萬 | 0.71% | +203+1.1% | 加碼 |
| IFP Advisors, Inc | 19,223 | $325.0 萬 | 0.06% | −496−2.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 19,213 | $324.8 萬 | 0.03% | +434+2.3% | 加碼 |
| Atria Investments LLC | 19,061 | $322.2 萬 | 0.03% | +648+3.5% | 加碼 |
| Becker Capital Management Inc | 19,043 | $321.9 萬 | 0.09% | −148−0.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 19,009 | $321.3 萬 | 0.03% | −81−0.4% | 減碼 |
| Mediolanum International Funds Ltd | 18,382 | $319.9 萬 | 0.03% | −229−1.2% | 減碼 |
| Caldwell Trust Co | 18,852 | $318.7 萬 | 0.26% | +277+1.5% | 加碼 |
| International Assets Investment Management, LLC | 18,230 | $318.1 萬 | 0.19% | −1,144−5.9% | 減碼 |
| Catalytic Wealth RIA, LLC | 18,801 | $317.8 萬 | 0.18% | +320+1.7% | 加碼 |
| HBK Sorce Advisory LLC | 15,670 | $317.4 萬 | 0.06% | −491−3.0% | 減碼 |
| Agman Capital LLC | 183,634 | $317.3 萬 | 2.12% | +163,932+832.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 18,724 | $316.5 萬 | 0.02% | −782−4.0% | 減碼 |
| Geneos Wealth Management Inc. | 18,422 | $311.4 萬 | 0.06% | +55+0.3% | 加碼 |
| Diversified Trust Co | 18,408 | $311.2 萬 | 0.05% | −3,713−16.8% | 減碼 |
| McDonald Partners LLC | 18,065 | $305.4 萬 | 0.74% | −27,025−59.9% | 減碼 |
| AlphaCore Capital LLC | 17,816 | $301.2 萬 | 0.06% | +7,937+80.3% | 加碼 |
| Laird Norton Trust Company, LLC | 17,789 | $300.7 萬 | 0.06% | −754−4.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 17,768 | $300.4 萬 | 0.04% | +191+1.1% | 加碼 |
| Apollon Wealth Management, LLC | 17,760 | $300.2 萬 | 0.04% | +4,239+31.4% | 加碼 |
| Ethic Inc. | 17,736 | $299.8 萬 | 0.04% | +541+3.1% | 加碼 |
| CAPROCK Group, Inc. | 17,508 | $296.0 萬 | 0.06% | +241+1.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 17,499 | $295.8 萬 | 0.03% | −1,597−8.4% | 減碼 |
| Argonautica Private Wealth Management, Inc | 17,433 | $294.7 萬 | 0.72% | −526−2.9% | 減碼 |
| Mutual Advisors, LLC | 17,281 | $292.1 萬 | 0.06% | +298+1.8% | 加碼 |
| GAMMA Investing LLC | 17,206 | $290.9 萬 | 0.11% | +1,130+7.0% | 加碼 |
| Bryn Mawr Trust Co | 17,162 | $290.1 萬 | 0.06% | +25+0.1% | 加碼 |
| Clifford Swan Investment Counsel LLC | 17,152 | $290.0 萬 | 0.09% | −100−0.6% | 減碼 |
| Koshinski Asset Management, Inc. | 17,066 | $288.5 萬 | 0.15% | +585+3.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 17,016 | $287.7 萬 | 0.07% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 16,964 | $286.8 萬 | 0.12% | −478−2.7% | 減碼 |
| Opus Investment Management Inc | 16,900 | $285.7 萬 | 1.56% | 00.0% | 不變 |
| Northside Capital Management, LLC | 16,725 | $282.7 萬 | 0.23% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 16,661 | $281.7 萬 | 0.25% | +679+4.2% | 加碼 |
| Cresset Asset Management, LLC | 16,577 | $280.2 萬 | 0.01% | −1,077−6.1% | 減碼 |
| Patten & Patten Inc | 16,558 | $279.9 萬 | 0.15% | +195+1.2% | 加碼 |
| Brookstone Capital Management | 16,449 | $278.1 萬 | 0.03% | −691−4.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 16,403 | $277.3 萬 | 0.01% | +232+1.4% | 加碼 |
| Foundations Investment Advisors, LLC | 16,236 | $274.5 萬 | 0.03% | +292+1.8% | 加碼 |
| IHT Wealth Management, LLC | 16,201 | $273.9 萬 | 0.06% | −13,117−44.7% | 減碼 |
| Auxier Asset Management | 16,174 | $273.4 萬 | 0.37% | −459−2.8% | 減碼 |
| Pathway Financial Advisers, LLC | 16,140 | $272.9 萬 | 0.69% | +118+0.7% | 加碼 |
| Capital Advisors Inc | 16,130 | $272.7 萬 | 0.04% | +68+0.4% | 加碼 |
| Birch Financial Group, LLC | 16,126 | $272.6 萬 | 1.40% | −80.0% | 減碼 |
| Banque Cantonale Vaudoise | 16,082 | $271.9 萬 | 0.11% | +6,803+73.3% | 加碼 |
| Keystone Wealth Services, LLC | 16,016 | $270.8 萬 | 0.50% | +196+1.2% | 加碼 |
| TBH Global Asset Management, LLC | 15,987 | $270.3 萬 | 0.50% | −198−1.2% | 減碼 |
| Neville Rodie & Shaw Inc | 15,881 | $268.4 萬 | 0.17% | −50−0.3% | 減碼 |
| Stock Yards Bank & Trust Co | 15,864 | $268.2 萬 | 0.08% | −421−2.6% | 減碼 |
| Herold Advisors, Inc. | 15,842 | $267.9 萬 | 0.53% | −279−1.7% | 減碼 |
| Krilogy Financial LLC | 15,828 | $267.6 萬 | 0.08% | +2,904+22.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 15,805 | $267.2 萬 | 0.03% | +2,178+16.0% | 加碼 |
| William B. Walkup & Associates, Inc. | 15,792 | $267.0 萬 | 1.29% | +130+0.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 15,699 | $265.4 萬 | 0.05% | +853+5.7% | 加碼 |
| Summit Financial, LLC | 15,563 | $263.1 萬 | 0.03% | +906+6.2% | 加碼 |
| Independent Solutions Wealth Management, LLC | 15,558 | $263.0 萬 | 0.34% | +183+1.2% | 加碼 |
| Transcend Wealth Collective, LLC | 15,463 | $261.4 萬 | 0.18% | +8,890+135.3% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 15,456 | $261.2 萬 | 0.04% | −15,346−49.8% | 減碼 |
| Cherokee Insurance Co | 15,450 | $261.2 萬 | 1.01% | −2,700−14.9% | 減碼 |
| Empirical Finance, LLC | 15,385 | $260.1 萬 | 0.11% | +455+3.0% | 加碼 |
| Partners Capital Investment Group, LLP | 15,360 | $259.7 萬 | 0.09% | +15,360 | 新進 |
| Flputnam Investment Management Co | 15,288 | $258.4 萬 | 0.03% | −192−1.2% | 減碼 |
| Western Wealth Management, LLC | 15,166 | $256.4 萬 | 0.08% | −36−0.2% | 減碼 |
| Mission Wealth Management, LP | 15,142 | $256.0 萬 | 0.03% | +8,622+132.2% | 加碼 |
| Mattern Wealth Management LLC | 15,103 | $255.3 萬 | 0.42% | −50−0.3% | 減碼 |
| AE Wealth Management LLC | 15,102 | $255.3 萬 | 0.01% | −109−0.7% | 減碼 |
| Lighthouse Investment Partners, LLC | 15,097 | $255.2 萬 | 0.08% | −52,403−77.6% | 減碼 |
| Horizon Investments, LLC | 15,090 | $255.1 萬 | 0.03% | −61,292−80.2% | 減碼 |
| Curbstone Financial Management Corp | 15,054 | $254.5 萬 | 0.43% | +600+4.2% | 加碼 |
| Regions Financial Corp | 15,034 | $254.1 萬 | 0.02% | −605−3.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 14,955 | $252.8 萬 | 0.04% | +109+0.7% | 加碼 |
| Stephens Inc | 14,776 | $249.8 萬 | 0.03% | +313+2.2% | 加碼 |
| South State Corp. | 14,700 | $248.5 萬 | 0.10% | +420+2.9% | 加碼 |
| Flagship Capital Management Inc. | 14,582 | $246.5 萬 | 1.56% | +10.0% | 加碼 |
| Dark Forest Capital Management LP | 14,517 | $245.4 萬 | 0.16% | −2,300−13.7% | 減碼 |