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 |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 14,371 | $242.9 萬 | 0.16% | +36+0.3% | 加碼 |
| Wedmont Private Capital | 12,894 | $242.9 萬 | 0.07% | +175+1.4% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,361 | $242.8 萬 | 0.14% | +10,448+267.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 14,350 | $242.6 萬 | 0.13% | −50,368−77.8% | 減碼 |
| Parcion Private Wealth LLC | 14,333 | $242.3 萬 | 0.13% | +1,502+11.7% | 加碼 |
| Segment Wealth Management, LLC | 14,180 | $239.7 萬 | 0.12% | +549+4.0% | 加碼 |
| Exeter Financial, LLC | 14,085 | $238.1 萬 | 0.91% | −490−3.4% | 減碼 |
| Wilkins Investment Counsel Inc | 14,068 | $237.8 萬 | 0.32% | 00.0% | 不變 |
| Tiaa-Cref Individual & Institutional Services, LLC | 14,059 | $237.7 萬 | 0.01% | −487−3.3% | 減碼 |
| Harvest Portfolios Group Inc. | 14,025 | $237.1 萬 | 0.03% | +163+1.2% | 加碼 |
| Bessemer Group Inc | 13,995 | $236.6 萬 | 0.00% | +545+4.1% | 加碼 |
| Oak Thistle LLC | 13,979 | $236.3 萬 | 0.23% | +13,979 | 新進 |
| XML Financial, LLC | 13,825 | $233.7 萬 | 0.17% | −1,575−10.2% | 減碼 |
| First National Advisers, LLC | 13,775 | $232.9 萬 | 0.33% | −883−6.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 13,743 | $232.3 萬 | 0.05% | −46−0.3% | 減碼 |
| Infrastructure Capital Advisors, LLC | 13,737 | $232.2 萬 | 0.18% | −1,128−7.6% | 減碼 |
| Logan Capital Management Inc | 13,715 | $231.9 萬 | 0.09% | +13,715 | 新進 |
| Avantax Planning Partners, Inc. | 13,692 | $231.5 萬 | 0.06% | +48+0.4% | 加碼 |
| Everett Harris & Co | 13,632 | $230.4 萬 | 0.03% | +192+1.4% | 加碼 |
| Axxcess Wealth Management, LLC | 13,591 | $229.8 萬 | 0.04% | −697−4.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 13,583 | $229.6 萬 | 0.02% | −456−3.2% | 減碼 |
| Abundance Wealth Counselors | 13,463 | $227.6 萬 | 0.15% | +5,698+73.4% | 加碼 |
| Paragon Capital Management LLC | 13,327 | $225.3 萬 | 1.04% | +93+0.7% | 加碼 |
| Marion Wealth Management | 13,302 | $224.9 萬 | 0.46% | −423−3.1% | 減碼 |
| Haverford Trust Co | 13,158 | $222.4 萬 | 0.02% | −122−0.9% | 減碼 |
| TD Private Client Wealth LLC | 13,128 | $221.9 萬 | 0.04% | −787−5.7% | 減碼 |
| We Are One Seven, LLC | 13,074 | $221.0 萬 | 0.04% | +603+4.8% | 加碼 |
| Burney Co | 13,015 | $220.0 萬 | 0.06% | +954+7.9% | 加碼 |
| Securian Asset Management, Inc | 10,635 | $220.0 萬 | 0.08% | −321−2.9% | 減碼 |
| Flavin Financial Services, Inc. | 12,996 | $219.7 萬 | 1.25% | −34−0.3% | 減碼 |
| PFG Investments, LLC | 12,942 | $218.8 萬 | 0.08% | −658−4.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 12,855 | $217.3 萬 | 0.03% | −38−0.3% | 減碼 |
| Sivia Capital Partners, LLC | 12,829 | $216.9 萬 | 0.26% | +5,869+84.3% | 加碼 |
| Twin Capital Management Inc | 12,805 | $216.5 萬 | 0.24% | −4,081−24.2% | 減碼 |
| Private Management Group Inc | 12,791 | $216.2 萬 | 0.06% | −2,968−18.8% | 減碼 |
| Rowland & Co Investment Counsel | 12,788 | $216.2 萬 | 0.39% | +113+0.9% | 加碼 |
| Valeo Financial Advisors, LLC | 12,763 | $215.8 萬 | 0.05% | +174+1.4% | 加碼 |
| Citizens Financial Group Inc | 12,693 | $214.6 萬 | 0.03% | +1,034+8.9% | 加碼 |
| Longaeva Partners L.P. | 12,619 | $213.3 萬 | 0.06% | +12,619 | 新進 |
| Ar Asset Management Inc | 12,600 | $213.0 萬 | 0.39% | 00.0% | 不變 |
| Ci Investments Inc. | 12,538 | $212.0 萬 | 0.01% | +8,691+225.9% | 加碼 |
| Bull Harbor Capital LLC | 12,532 | $211.9 萬 | 0.41% | +2,104+20.2% | 加碼 |
| Meeder Advisory Services, Inc. | 12,488 | $211.1 萬 | 0.08% | −1,108−8.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,398 | $210.9 萬 | 0.01% | −7,305−37.1% | 減碼 |
| CWC Advisors, LLC. | 12,386 | $209.4 萬 | 0.93% | −655−5.0% | 減碼 |
| Tweedy, Browne Co LLC | 12,282 | $207.6 萬 | 0.16% | −85−0.7% | 減碼 |
| Hancock Whitney Corp | 12,265 | $207.3 萬 | 0.03% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 12,200 | $206.2 萬 | 0.01% | 00.0% | 不變 |
| Counterweight Ventures, LLC | 12,076 | $204.1 萬 | 1.02% | −569−4.5% | 減碼 |
| MUFG Securities Americas Inc. | 12,076 | $204.1 萬 | 0.10% | +927+8.3% | 加碼 |
| Dockside LLC | 12,036 | $203.5 萬 | 0.48% | +12,036 | 新進 |
| Global Retirement Partners, LLC | 12,029 | $203.4 萬 | 0.03% | +12,029 | 新進 |
| Snowden Capital Advisors LLC | 12,024 | $203.3 萬 | 0.05% | +1,131+10.4% | 加碼 |
| Nicolet Bankshares Inc | 11,630 | $203.0 萬 | 0.06% | +90+0.8% | 加碼 |
| Carret Asset Management, LLC | 12,001 | $202.9 萬 | 0.18% | −75−0.6% | 減碼 |
| Pensionmark Financial Group, LLC | 11,181 | $202.8 萬 | 0.03% | −495−4.2% | 減碼 |
| North Dakota State Investment Board | 11,983 | $202.6 萬 | 0.08% | +309+2.6% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 11,869 | $200.6 萬 | 1.80% | −16−0.1% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 11,851 | $200.3 萬 | 0.05% | +3,760+46.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 11,762 | $198.8 萬 | 0.06% | +574+5.1% | 加碼 |
| Williams Jones Wealth Management, LLC. | 11,757 | $198.8 萬 | 0.02% | +33+0.3% | 加碼 |
| River Wealth Advisors LLC | 11,727 | $198.2 萬 | 0.21% | −183−1.5% | 減碼 |
| Hilltop National Bank | 11,685 | $197.5 萬 | 0.42% | +12+0.1% | 加碼 |
| Jacobi Capital Management LLC | 11,655 | $197.0 萬 | 0.10% | +13+0.1% | 加碼 |
| Umpqua Bank | 11,651 | $197.0 萬 | 0.44% | +475+4.3% | 加碼 |
| Fisher Asset Management, LLC | 11,604 | $196.2 萬 | 0.00% | +1,318+12.8% | 加碼 |
| Private Capital Management, LLC | 11,587 | $195.9 萬 | 0.18% | −817−6.6% | 減碼 |
| Crescent Sterling, Ltd. | 11,579 | $195.7 萬 | 1.75% | −310−2.6% | 減碼 |
| Principal Securities, Inc. | 11,529 | $194.9 萬 | 0.02% | −548−4.5% | 減碼 |
| Moors & Cabot, Inc. | 11,511 | $194.6 萬 | 0.08% | +438+4.0% | 加碼 |
| Evercore Wealth Management, LLC | 11,457 | $193.7 萬 | 0.03% | −531−4.4% | 減碼 |
| Parallel Advisors, LLC | 11,422 | $193.1 萬 | 0.03% | +385+3.5% | 加碼 |
| Brown Brothers Harriman & Co | 11,290 | $190.9 萬 | 0.01% | +4,491+66.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 11,152 | $188.5 萬 | 0.51% | −85−0.8% | 減碼 |
| Fruth Investment Management | 11,123 | $188.0 萬 | 0.45% | −125−1.1% | 減碼 |
| Icon Wealth Advisors, LLC | 11,117 | $187.9 萬 | 0.11% | +731+7.0% | 加碼 |
| Inscription Capital, LLC | 11,068 | $187.1 萬 | 0.17% | +314+2.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 11,026 | $186.4 萬 | 0.05% | −185−1.7% | 減碼 |
| Pallas Capital Advisors LLC | 10,903 | $184.3 萬 | 0.06% | +1,516+16.1% | 加碼 |
| MCF Advisors LLC | 10,840 | $183.2 萬 | 0.07% | −75−0.7% | 減碼 |
| Sendero Wealth Management, LLC | 10,801 | $182.6 萬 | 0.18% | −7,880−42.2% | 減碼 |
| Greenleaf Trust | 10,645 | $180.0 萬 | 0.02% | −313−2.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,558 | $178.5 萬 | 0.11% | −170−1.6% | 減碼 |
| MONECO Advisors, LLC | 10,499 | $177.5 萬 | 0.11% | +2,009+23.7% | 加碼 |
| First Interstate Bank | 10,477 | $177.1 萬 | 0.09% | 00.0% | 不變 |
| Atom Investors LP | 10,400 | $175.8 萬 | 0.16% | +976+10.4% | 加碼 |
| Shelton Capital Management | 10,395 | $175.7 萬 | 0.03% | −113−1.1% | 減碼 |
| Fundamentun, LLC | 10,316 | $174.4 萬 | 0.06% | −21,356−67.4% | 減碼 |
| Ticino Wealth | 10,308 | $174.3 萬 | 0.55% | −22,886−68.9% | 減碼 |
| Spears Abacus Advisors LLC | 10,300 | $174.1 萬 | 0.03% | −70−0.7% | 減碼 |
| Independent Financial Group, LLC | 10,281 | $173.8 萬 | 0.03% | −473−4.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 10,276 | $173.7 萬 | 0.01% | −4,434−30.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 10,266 | $173.5 萬 | 0.08% | 00.0% | 不變 |
| AIA Group Ltd | 10,252 | $173.3 萬 | 0.02% | −5,062−33.1% | 減碼 |
| Bragg Financial Advisors, Inc | 10,202 | $172.5 萬 | 0.05% | −126−1.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 10,174 | $172.0 萬 | 0.10% | +211+2.1% | 加碼 |
| Smith Group Asset Management, LLC | 10,154 | $171.7 萬 | 0.07% | 00.0% | 不變 |
| Generali Investments CEE, investicni spolecnost, a.s. | 10,100 | $170.7 萬 | 0.08% | −4,620−31.4% | 減碼 |
| Bangor Savings Bank | 10,100 | $170.7 萬 | 0.13% | −279−2.7% | 減碼 |
| Verdence Capital Advisors LLC | 10,033 | $169.6 萬 | 0.09% | −25−0.2% | 減碼 |