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 |
|---|---|---|---|---|---|
| Savvy Advisors, Inc. | 7,593 | $128.4 萬 | 0.03% | +125+1.7% | 加碼 |
| Stegent Equity Advisors, Inc. | 7,589 | $128.3 萬 | 0.92% | −300−3.8% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 7,573 | $128.0 萬 | 0.29% | +78+1.0% | 加碼 |
| Bull Street Advisors, LLC | 7,522 | $127.2 萬 | 0.58% | 00.0% | 不變 |
| San Luis Wealth Advisors LLC | 7,448 | $125.9 萬 | 0.19% | −29,927−80.1% | 減碼 |
| DT Investment Partners, LLC | 7,431 | $125.6 萬 | 0.09% | 00.0% | 不變 |
| Frec Markets, Inc. | 7,423 | $125.5 萬 | 0.11% | +2,038+37.8% | 加碼 |
| NewEdge Wealth, LLC | 7,376 | $124.7 萬 | 0.01% | +717+10.8% | 加碼 |
| Aviance Capital Partners, LLC | 7,374 | $124.7 萬 | 0.13% | +770+11.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 7,364 | $124.5 萬 | 0.08% | +1,039+16.4% | 加碼 |
| First Citizens Bank & Trust Co | 7,338 | $124.0 萬 | 0.02% | +188+2.6% | 加碼 |
| Fiduciary Group LLC | 7,267 | $122.8 萬 | 0.10% | −167−2.2% | 減碼 |
| Hilltop Holdings Inc. | 7,261 | $122.7 萬 | 0.10% | +412+6.0% | 加碼 |
| Purkiss Capital Advisors LLC | 7,242 | $122.4 萬 | 0.47% | −1,061−12.8% | 減碼 |
| Erste Asset Management GmbH | 7,000 | $121.8 萬 | 0.01% | −1,800−20.5% | 減碼 |
| SBI Okasan Asset Management Co.Ltd. | 7,000 | $121.8 萬 | 0.04% | 00.0% | 不變 |
| Resources Management Corp | 7,178 | $121.3 萬 | 0.15% | −50−0.7% | 減碼 |
| AMG National Trust Bank | 7,148 | $120.8 萬 | 0.02% | +1,066+17.5% | 加碼 |
| Welch & Forbes LLC | 7,131 | $120.5 萬 | 0.01% | +424+6.3% | 加碼 |
| Barry Investment Advisors, LLC | 7,127 | $120.5 萬 | 0.25% | −733−9.3% | 減碼 |
| Kingswood Wealth Advisors, LLC | 7,109 | $120.2 萬 | 0.05% | +490+7.4% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 7,100 | $120.0 萬 | 0.65% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 7,079 | $119.7 萬 | 0.56% | +10.0% | 加碼 |
| Ascent Group, LLC | 7,047 | $119.1 萬 | 0.04% | +3,164+81.5% | 加碼 |
| Strategic Advisors LLC | 7,023 | $118.7 萬 | 0.26% | +4+0.1% | 加碼 |
| Parkside Financial Bank & Trust | 7,017 | $118.6 萬 | 0.08% | +3,389+93.4% | 加碼 |
| WealthTrust Axiom LLC | 6,969 | $117.8 萬 | 0.26% | +89+1.3% | 加碼 |
| Atomi Financial Group, Inc. | 6,956 | $117.6 萬 | 0.03% | +909+15.0% | 加碼 |
| Hunter Associates Investment Management LLC | 6,893 | $116.6 萬 | 0.13% | −16−0.2% | 減碼 |
| Perryman Financial Advisory Inc | 6,891 | $116.5 萬 | 0.16% | −52−0.7% | 減碼 |
| SummitTX Capital, L.P. | 6,860 | $116.0 萬 | 0.03% | +6,860 | 新進 |
| National Asset Management, Inc. | 6,649 | $115.7 萬 | 0.06% | −212−3.1% | 減碼 |
| Boston Trust Walden Corp | 6,835 | $115.5 萬 | 0.01% | −25−0.4% | 減碼 |
| Assetmark, Inc | 6,812 | $115.2 萬 | 0.00% | −1,177−14.7% | 減碼 |
| Commerzbank Aktiengesellschaft | 6,789 | $114.8 萬 | 0.02% | −272−3.9% | 減碼 |
| Prairie Advisory, LLC | 6,779 | $114.6 萬 | 0.28% | +6,779 | 新進 |
| Retirement Investment Advisors, Inc. | 5,772 | $114.5 萬 | 0.08% | −915−13.7% | 減碼 |
| TCW Group Inc | 6,768 | $114.4 萬 | 0.01% | +119+1.8% | 加碼 |
| Mather Group, LLC. | 6,722 | $113.6 萬 | 0.01% | +1,916+39.9% | 加碼 |
| Corsicana & Co. | 6,692 | $113.1 萬 | 0.55% | −295−4.2% | 減碼 |
| Drucker Wealth 3.0, LLC | 6,655 | $112.5 萬 | 0.18% | −30.0% | 減碼 |
| Simplicity Wealth,LLC | 6,639 | $112.2 萬 | 0.04% | +833+14.3% | 加碼 |
| Compass Capital Corp | 5,139 | $112.0 萬 | 0.36% | −61−1.2% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 6,596 | $111.5 萬 | 0.17% | −194−2.9% | 減碼 |
| America First Investment Advisors, LLC | 6,580 | $111.2 萬 | 0.21% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 6,577 | $111.2 萬 | 0.08% | +123+1.9% | 加碼 |
| Mairs & Power Inc | 6,554 | $110.8 萬 | 0.01% | −50−0.8% | 減碼 |
| Institute for Wealth Management, LLC. | 6,553 | $110.8 萬 | 0.10% | −526−7.4% | 減碼 |
| Bradley Foster & Sargent Inc | 6,525 | $110.3 萬 | 0.02% | −79−1.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 6,512 | $110.1 萬 | 0.22% | −71−1.1% | 減碼 |
| Miller Investment Management, LP | 6,500 | $109.9 萬 | 0.10% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 6,490 | $109.7 萬 | 0.05% | −12−0.2% | 減碼 |
| Sagespring Wealth Partners, LLC | 6,477 | $109.5 萬 | 0.02% | +45+0.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,471 | $109.4 萬 | 0.04% | −207−3.1% | 減碼 |
| Allen Capital Group, LLC | 6,465 | $109.3 萬 | 0.09% | −36−0.6% | 減碼 |
| Trust Co of Vermont | 6,454 | $109.1 萬 | 0.04% | +6,454 | 新進 |
| Old North State Trust, LLC | 6,443 | $108.9 萬 | 0.56% | +356+5.8% | 加碼 |
| Caerus Investment Advisors, LLC | 6,420 | $108.5 萬 | 0.37% | +493+8.3% | 加碼 |
| Generali Investments, Management Co LLC | 6,419 | $108.5 萬 | 0.24% | −1,346−17.3% | 減碼 |
| Essex Financial Services, Inc. | 6,401 | $108.2 萬 | 0.05% | +38+0.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 6,400 | $108.2 萬 | 0.05% | 00.0% | 不變 |
| Adviser Investments LLC | 6,358 | $107.5 萬 | 0.01% | +595+10.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 6,335 | $107.1 萬 | 0.05% | −34−0.5% | 減碼 |
| 1st Source Bank | 6,321 | $106.9 萬 | 0.05% | −300−4.5% | 減碼 |
| Regal Investment Advisors LLC | 6,307 | $106.6 萬 | 0.06% | +290+4.8% | 加碼 |
| First National Trust Co | 6,307 | $106.6 萬 | 0.04% | −250−3.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 6,305 | $106.6 萬 | 0.03% | −3,329−34.6% | 減碼 |
| Kuhn & Co Investment Counsel | 6,302 | $106.5 萬 | 0.62% | +8+0.1% | 加碼 |
| Norden Group LLC | 6,295 | $106.4 萬 | 0.09% | +444+7.6% | 加碼 |
| Peoples Bank | 6,262 | $105.9 萬 | 0.54% | −12−0.2% | 減碼 |
| American Financial Group Inc | 6,250 | $105.7 萬 | 0.37% | 00.0% | 不變 |
| Employees Retirement System of Texas | 6,248 | $105.6 萬 | 0.01% | +6,248 | 新進 |
| Retirement Planning Co of New England, Inc. | 6,225 | $105.2 萬 | 0.38% | −203−3.2% | 減碼 |
| J. Safra Sarasin Holding AG | 5,776 | $105.2 萬 | 0.02% | 00.0% | 不變 |
| Osmosis Investment Management UK Ltd | 6,218 | $105.1 萬 | 0.05% | −10,381−62.5% | 減碼 |
| Fiduciary Alliance LLC | 6,208 | $104.9 萬 | 0.07% | +78+1.3% | 加碼 |
| Private Trust Co NA | 6,194 | $104.7 萬 | 0.08% | −106−1.7% | 減碼 |
| Tyche Wealth Partners LLC | 6,186 | $104.6 萬 | 0.15% | +30.0% | 加碼 |
| Heck Capital Advisors, LLC | 6,141 | $103.8 萬 | 0.06% | +44+0.7% | 加碼 |
| Kovack Advisors, Inc. | 6,023 | $103.4 萬 | 0.05% | −98−1.6% | 減碼 |
| Peapack Gladstone Financial Corp | 6,094 | $103.1 萬 | 0.01% | −469−7.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 5,919 | $102.3 萬 | 0.11% | −299−4.8% | 減碼 |
| Csenge Advisory Group | 6,031 | $101.9 萬 | 0.04% | −94−1.5% | 減碼 |
| Alta Capital Management LLC | 6,020 | $101.8 萬 | 0.08% | −484−7.4% | 減碼 |
| Heritage Wealth Management, Inc. | 6,020 | $101.8 萬 | 0.25% | +6,020 | 新進 |
| Valmark Advisers, Inc. | 6,019 | $101.7 萬 | 0.01% | +22+0.4% | 加碼 |
| Angeles Wealth Management, LLC | 6,004 | $101.5 萬 | 0.05% | +95+1.6% | 加碼 |
| Concentric Capital Strategies, LP | 5,965 | $100.8 萬 | 0.06% | +5,965 | 新進 |
| Financial Advisory Service, Inc. | 5,964 | $100.8 萬 | 0.05% | +8+0.1% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 5,938 | $100.4 萬 | 0.17% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 5,937 | $100.4 萬 | 0.06% | +297+5.3% | 加碼 |
| Whitener Capital Management, Inc. | 5,934 | $100.3 萬 | 0.21% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 5,926 | $100.2 萬 | 0.02% | −1,555−20.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 5,914 | $100.0 萬 | 0.05% | +802+15.7% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,877 | $99.4 萬 | 0.27% | +151+2.6% | 加碼 |
| Arvest Bank Trust Division | 5,871 | $99.2 萬 | 0.05% | −2,000−25.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,859 | $99.0 萬 | 0.02% | −6,980−54.4% | 減碼 |
| Strategic Financial Services, Inc, | 5,857 | $99.0 萬 | 0.04% | 00.0% | 不變 |
| CX Institutional | 5,839 | $98.7 萬 | 0.03% | −268−4.4% | 減碼 |
| First National Bank & Trust Co of Newtown | 4,651 | $98.5 萬 | 0.20% | −286−5.8% | 減碼 |