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 |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 9,959 | $168.4 萬 | 0.40% | +10.0% | 加碼 |
| Convergence Financial, LLC | 9,958 | $168.3 萬 | 0.13% | +4,071+69.2% | 加碼 |
| Harfst & Associates, Inc. | 9,952 | $168.2 萬 | 0.26% | −66−0.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,945 | $168.1 萬 | 0.21% | +1,346+15.7% | 加碼 |
| Danske Bank A/S | 9,939 | $168.0 萬 | 0.00% | +200+2.1% | 加碼 |
| Wealthspire Advisors, LLC | 9,905 | $167.4 萬 | 0.01% | +2,368+31.4% | 加碼 |
| Clearstead Advisors, LLC | 9,870 | $166.9 萬 | 0.02% | −794−7.4% | 減碼 |
| Callan Family Office, LLC | 9,814 | $165.9 萬 | 0.03% | +168+1.7% | 加碼 |
| Todd Asset Management LLC | 9,811 | $165.9 萬 | 0.03% | 00.0% | 不變 |
| Cullinan Associates Inc | 9,762 | $165.0 萬 | 0.12% | +123+1.3% | 加碼 |
| Summit Place Financial Advisors, LLC | 9,741 | $164.7 萬 | 0.72% | +115+1.2% | 加碼 |
| Jeppson Wealth Management, LLC | 9,731 | $164.5 萬 | 0.48% | −43−0.4% | 減碼 |
| Smith, Moore & Co. | 9,730 | $164.5 萬 | 0.11% | −43−0.4% | 減碼 |
| CFM Wealth Partners LLC | 9,623 | $162.7 萬 | 0.21% | 00.0% | 不變 |
| Wahed Invest LLC | 9,541 | $161.3 萬 | 0.17% | −343−3.5% | 減碼 |
| Donoghue Forlines LLC | 9,527 | $161.1 萬 | 0.42% | −302−3.1% | 減碼 |
| Impact Capital Partners LLC | 9,511 | $160.8 萬 | 0.44% | +414+4.6% | 加碼 |
| RMB Capital Management, LLC | 9,506 | $160.7 萬 | 0.02% | −331−3.4% | 減碼 |
| Exchange Traded Concepts, LLC | 9,487 | $160.4 萬 | 0.01% | +1,746+22.6% | 加碼 |
| Cidel Asset Management Inc | 9,467 | $160.0 萬 | 0.08% | −325−3.3% | 減碼 |
| Interval Partners, LP | 9,464 | $160.0 萬 | 0.05% | +2,578+37.4% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 9,540 | $159.8 萬 | 0.03% | +9,004+1,679.9% | 加碼 |
| Quadrant Capital Group LLC | 9,414 | $159.1 萬 | 0.04% | −18−0.2% | 減碼 |
| Beacon Investment Advisors LLC | 9,401 | $158.9 萬 | 0.50% | +15+0.2% | 加碼 |
| Cercano Management LLC | 9,396 | $158.8 萬 | 0.21% | 00.0% | 不變 |
| Signaturefd, LLC | 9,368 | $158.4 萬 | 0.02% | +428+4.8% | 加碼 |
| Lebenthal Global Advisors, LLC | 9,367 | $158.3 萬 | 0.21% | +408+4.6% | 加碼 |
| JBR Co Financial Management Inc | 9,293 | $157.1 萬 | 0.57% | +1,045+12.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,269 | $156.7 萬 | 0.04% | −642−6.5% | 減碼 |
| Raiffeisen Bank International AG | 9,000 | $156.6 萬 | 0.02% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 9,160 | $154.8 萬 | 0.03% | −325−3.4% | 減碼 |
| Oakmont Investment Advisors, Inc. | 9,109 | $154.0 萬 | 1.07% | +128+1.4% | 加碼 |
| Capital Advisors Wealth Management, LLC | 9,097 | $153.8 萬 | 0.18% | +80+0.9% | 加碼 |
| Terry L. Blaker | 9,097 | $153.8 萬 | 0.05% | −360−3.8% | 減碼 |
| Bellecapital International Ltd. | 9,091 | $153.7 萬 | 0.25% | +411+4.7% | 加碼 |
| Wimmer Associates 1, LLC | 9,073 | $153.4 萬 | 0.69% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 7,366 | $153.1 萬 | 0.03% | −398−5.1% | 減碼 |
| Diversify Advisory Services, LLC | 7,366 | $153.1 萬 | 0.03% | +7,366 | 新進 |
| Poehling Capital Management, LLC | 9,017 | $152.4 萬 | 0.33% | −106−1.2% | 減碼 |
| Pavion Blue Capital, LLC | 8,927 | $150.9 萬 | 0.61% | +10.0% | 加碼 |
| AA Financial Advisors, LLC | 8,925 | $150.9 萬 | 0.18% | +258+3.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 8,925 | $150.9 萬 | 0.04% | −219−2.4% | 減碼 |
| Petros Family Wealth, LLC | 8,918 | $150.8 萬 | 0.92% | +276+3.2% | 加碼 |
| Ingalls & Snyder LLC | 8,915 | $150.7 萬 | 0.04% | 00.0% | 不變 |
| Tower Bridge Advisors | 8,897 | $150.4 萬 | 0.14% | −402−4.3% | 減碼 |
| Ilex Capital Partners (UK) LLP | 8,864 | $149.8 萬 | 0.03% | +8,864 | 新進 |
| EverSource Wealth Advisors, LLC | 8,851 | $149.6 萬 | 0.05% | −3,595−28.9% | 減碼 |
| Sigma Planning Corp | 8,813 | $149.0 萬 | 0.04% | +40+0.5% | 加碼 |
| Levin Capital Strategies, L.P. | 8,762 | $148.1 萬 | 0.10% | +8,762 | 新進 |
| Fiduciary Trust Co | 8,716 | $147.3 萬 | 0.02% | −45−0.5% | 減碼 |
| FourThought Financial Partners, LLC | 8,701 | $147.1 萬 | 0.11% | +219+2.6% | 加碼 |
| Alpine Woods Capital Investors, LLC | 8,644 | $146.1 萬 | 0.33% | −598−6.5% | 減碼 |
| Lowe Brockenbrough & Co Inc | 8,603 | $145.4 萬 | 0.06% | 00.0% | 不變 |
| Adirondack Trust Co | 8,577 | $145.0 萬 | 0.43% | −83−1.0% | 減碼 |
| Mystic Asset Management, Inc. | 8,573 | $144.9 萬 | 0.31% | +55+0.6% | 加碼 |
| Lee Danner & Bass Inc | 8,567 | $144.8 萬 | 0.08% | −6−0.1% | 減碼 |
| Grimes & Company, Inc. | 8,551 | $144.6 萬 | 0.03% | +13+0.2% | 加碼 |
| Voleon Capital Management LP | 8,512 | $143.9 萬 | 0.03% | +2,296+36.9% | 加碼 |
| Guyasuta Investment Advisors Inc | 8,493 | $143.6 萬 | 0.07% | −409−4.6% | 減碼 |
| Intrua Financial, LLC | 8,430 | $142.5 萬 | 0.13% | −186−2.2% | 減碼 |
| Harbour Investment Management LLC | 8,428 | $142.5 萬 | 0.74% | −130−1.5% | 減碼 |
| Fox Run Management, L.L.C. | 8,422 | $142.4 萬 | 0.24% | +8,422 | 新進 |
| Waddell & Associates, LLC | 8,407 | $142.1 萬 | 0.07% | +828+10.9% | 加碼 |
| Old National Bancorp | 8,403 | $142.1 萬 | 0.03% | −29,172−77.6% | 減碼 |
| RiverFront Investment Group, LLC | 8,395 | $141.9 萬 | 0.02% | +3,616+75.7% | 加碼 |
| Confluence Wealth Services, Inc. | 8,394 | $141.9 萬 | 0.04% | +1,793+27.2% | 加碼 |
| Naviter Wealth, LLC | 8,311 | $140.5 萬 | 0.13% | +112+1.4% | 加碼 |
| V-Square Quantitative Management LLC | 8,303 | $140.4 萬 | 0.13% | +95+1.2% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 8,263 | $139.7 萬 | 0.21% | +8+0.1% | 加碼 |
| Navalign, LLC | 8,260 | $139.6 萬 | 0.33% | −27−0.3% | 減碼 |
| Prudential PLC | 8,243 | $139.3 萬 | 0.01% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 8,224 | $139.0 萬 | 0.08% | +2,438+42.1% | 加碼 |
| Uhlmann Price Securities, LLC | 8,201 | $138.6 萬 | 0.05% | −280−3.3% | 減碼 |
| SCP Investment, LP | 8,188 | $138.4 萬 | 1.28% | +500+6.5% | 加碼 |
| Argent Trust Co | 8,185 | $138.4 萬 | 0.04% | −76−0.9% | 減碼 |
| Intrust Bank NA | 8,165 | $138.0 萬 | 0.10% | −2,354−22.4% | 減碼 |
| Harbour Investments, Inc. | 8,157 | $137.9 萬 | 0.02% | −2,198−21.2% | 減碼 |
| Virtue Asset Management LLC | 8,147 | $137.7 萬 | 0.97% | −1,138−12.3% | 減碼 |
| Groupama Asset Managment | 7,950 | $137.4 萬 | 0.02% | +237+3.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 8,120 | $137.3 萬 | 0.05% | +2,083+34.5% | 加碼 |
| Two Sigma Securities, LLC | 8,059 | $136.2 萬 | 0.12% | +6,035+298.2% | 加碼 |
| VestGen Advisors, LLC | 8,037 | $135.9 萬 | 0.04% | −1,790−18.2% | 減碼 |
| Optiver Holding B.V. | 8,023 | $135.6 萬 | 0.02% | +6,443+407.8% | 加碼 |
| Searle & Co. | 8,017 | $135.5 萬 | 0.30% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 7,993 | $135.1 萬 | 0.08% | −1,347−14.4% | 減碼 |
| Westmount Partners, LLC | 7,987 | $135.0 萬 | 0.30% | +51+0.6% | 加碼 |
| Virtu Financial LLC | 7,964 | $134.6 萬 | 0.04% | −1,569−16.5% | 減碼 |
| Cowa, LLC | 7,868 | $133.0 萬 | 0.33% | +20.0% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 7,854 | $132.8 萬 | 0.19% | +32+0.4% | 加碼 |
| Glenview Trust Co | 7,790 | $131.7 萬 | 0.02% | +201+2.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 7,766 | $131.3 萬 | 0.01% | +529+7.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 7,737 | $130.8 萬 | 0.09% | −77−1.0% | 減碼 |
| Vestcor Inc | 7,727 | $130.6 萬 | 0.03% | −659−7.9% | 減碼 |
| Cozad Asset Management Inc | 7,693 | $130.1 萬 | 0.08% | +550+7.7% | 加碼 |
| Tema ETFs LLC | 7,651 | $129.3 萬 | 0.04% | +725+10.5% | 加碼 |
| Eagle Global Advisors LLC | 7,636 | $129.1 萬 | 0.04% | +7+0.1% | 加碼 |
| Elevatus Welath Management | 7,621 | $128.8 萬 | 0.31% | +5,185+212.8% | 加碼 |
| RFG Advisory, LLC | 7,609 | $128.6 萬 | 0.02% | −7,381−49.2% | 減碼 |
| Patten Group, Inc. | 7,607 | $128.6 萬 | 0.20% | +66+0.9% | 加碼 |
| Denali Advisors LLC | 7,605 | $128.6 萬 | 0.13% | +203+2.7% | 加碼 |