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。
2021 年第 2 季 13F 持有人
Phillips 66 在 2021/6/30 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
- 1,327
- 較 2021 年第 1 季 +66 家
- 持有股數
- 3.07 億
- 較 2021 年第 1 季 +290.3 萬 (+1.0%)
- 總市值
- $263.0 億
- 較 2021 年第 1 季 +$15.6 億 (+6.3%)
- 新進機構
- 137
- 另有 500 家加碼
- 清倉機構
- 71
- 另有 458 家減碼
另有 11 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Argyle Capital Management Inc. | 23,485 | $201.5 萬 | 0.65% | +400+1.7% | 加碼 |
| Daiwa Securities Group Inc. | 23,462 | $201.4 萬 | 0.01% | +1,208+5.4% | 加碼 |
| STRS Ohio | 23,426 | $201.0 萬 | 0.01% | −132,187−84.9% | 減碼 |
| Wealthfront Advisers LLC | 23,319 | $200.1 萬 | 0.01% | +9,862+73.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 23,247 | $199.5 萬 | 0.01% | +4,682+25.2% | 加碼 |
| Van Eck Associates Corp | 22,855 | $196.1 萬 | 0.00% | −750−3.2% | 減碼 |
| Winton Group Ltd | 22,838 | $196.0 萬 | 0.11% | +4,554+24.9% | 加碼 |
| Two Sigma Investments, LP | 22,700 | $194.8 萬 | 0.01% | +22,700 | 新進 |
| City Holding Co | 22,664 | $194.5 萬 | 0.34% | +86+0.4% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 22,581 | $193.8 萬 | 0.21% | −80.0% | 減碼 |
| Wilen Investment Management Corp. | 22,666 | $193.2 萬 | 1.66% | −250−1.1% | 減碼 |
| Baxter Bros Inc | 22,296 | $191.3 萬 | 0.30% | −321−1.4% | 減碼 |
| River Wealth Advisors LLC | 22,262 | $191.1 萬 | 0.33% | +74+0.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 22,145 | $190.0 萬 | 0.06% | −12,675−36.4% | 減碼 |
| Citizens National Bank Trust Department | 22,061 | $189.4 萬 | 0.54% | −1,335−5.7% | 減碼 |
| Fundamentun, LLC | 21,793 | $187.0 萬 | 0.51% | +789+3.8% | 加碼 |
| Illinois Municipal Retirement Fund | 21,719 | $186.4 萬 | 0.08% | −43,740−66.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 21,642 | $185.7 萬 | 0.10% | −1,524−6.6% | 減碼 |
| Corient Capital Partners, LLC | 21,576 | $185.2 萬 | 0.14% | +3,318+18.2% | 加碼 |
| First Nebraska Trust Co | 21,484 | $184.4 萬 | 0.24% | −152−0.7% | 減碼 |
| Neville Rodie & Shaw Inc | 21,372 | $183.4 萬 | 0.14% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 21,292 | $182.9 萬 | 0.04% | −11,156−34.4% | 減碼 |
| Annex Advisory Services, LLC | 21,077 | $180.5 萬 | 0.15% | +21,077 | 新進 |
| Wealth Advisory Solutions, LLC | 20,893 | $179.3 萬 | 0.43% | −230−1.1% | 減碼 |
| Hartford Financial Management Inc. | 20,866 | $179.1 萬 | 0.44% | −61−0.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 20,733 | $177.9 萬 | 0.05% | −76,100−78.6% | 減碼 |
| Northeast Financial Consultants Inc | 20,720 | $177.8 萬 | 0.12% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 20,556 | $176.4 萬 | 0.43% | +198+1.0% | 加碼 |
| Green Square Capital Advisors LLC | 20,451 | $175.5 萬 | 0.48% | −318−1.5% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 20,428 | $175.3 萬 | 0.03% | +22+0.1% | 加碼 |
| Itau Unibanco Holding S.A. | 20,300 | $174.2 萬 | 0.09% | +20,300 | 新進 |
| Somerset Trust Co | 20,275 | $174.0 萬 | 0.71% | +256+1.3% | 加碼 |
| Murphy Pohlad Asset Management LLC | 20,175 | $173.1 萬 | 0.70% | −1,350−6.3% | 減碼 |
| Charter Trust Co | 20,172 | $173.1 萬 | 0.16% | +441+2.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,183 | $172.8 萬 | 0.03% | −380−1.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,885 | $170.7 萬 | 0.03% | +83+0.4% | 加碼 |
| Ingalls & Snyder LLC | 19,865 | $170.5 萬 | 0.08% | −492−2.4% | 減碼 |
| Tiaa, FSB | 19,830 | $170.2 萬 | 0.01% | +90.0% | 加碼 |
| Arvest Bank Trust Division | 19,826 | $170.1 萬 | 0.09% | −1,961−9.0% | 減碼 |
| Carret Asset Management, LLC | 19,708 | $169.1 萬 | 0.20% | +185+0.9% | 加碼 |
| Usca Ria LLC | 19,539 | $167.7 萬 | 0.10% | −10−0.1% | 減碼 |
| Nikko Asset Management Americas, Inc. | 19,004 | $165.7 萬 | 0.01% | −823−4.2% | 減碼 |
| Thrivent Financial for Lutherans | 19,166 | $164.5 萬 | 0.00% | −2,495−11.5% | 減碼 |
| Blair William & Co | 19,019 | $163.2 萬 | 0.01% | −5,557−22.6% | 減碼 |
| SWS Partners | 18,999 | $163.0 萬 | 1.06% | +445+2.4% | 加碼 |
| HBK Sorce Advisory LLC | 18,844 | $161.7 萬 | 0.09% | −74−0.4% | 減碼 |
| Cardinal Capital Management | 18,778 | $161.2 萬 | 0.34% | +209+1.1% | 加碼 |
| Wolverine Trading, LLC | 18,946 | $161.2 萬 | 0.04% | +18,946 | 新進 |
| Icon Wealth Partners, LLC | 18,777 | $161.1 萬 | 0.17% | +19+0.1% | 加碼 |
| Financial Counselors Inc | 18,754 | $160.9 萬 | 0.03% | −450−2.3% | 減碼 |
| Fernwood Investment Management, LLC | 18,709 | $160.6 萬 | 0.53% | 00.0% | 不變 |
| Fma Advisory Inc | 18,607 | $159.7 萬 | 0.59% | +1,554+9.1% | 加碼 |
| Auxier Asset Management | 18,312 | $157.2 萬 | 0.26% | −350−1.9% | 減碼 |
| AE Wealth Management LLC | 18,303 | $157.1 萬 | 0.01% | −3,153−14.7% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $157.1 萬 | 0.21% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 18,291 | $157.0 萬 | 0.01% | +18,291 | 新進 |
| Wedbush Securities Inc | 18,010 | $154.6 萬 | 0.07% | +1,136+6.7% | 加碼 |
| Venture Visionary Partners LLC | 17,945 | $154.6 萬 | 0.12% | +4,579+34.3% | 加碼 |
| Advisor Partners LLC | 17,909 | $153.7 萬 | 0.10% | −518−2.8% | 減碼 |
| Curbstone Financial Management Corp | 17,892 | $153.5 萬 | 0.29% | +400+2.3% | 加碼 |
| Tocqueville Asset Management L.P. | 17,851 | $153.2 萬 | 0.02% | 00.0% | 不變 |
| Mackenzie Financial Corp | 17,729 | $152.2 萬 | 0.00% | +910+5.4% | 加碼 |
| Dowling & Yahnke LLC | 17,620 | $151.2 萬 | 0.09% | −182−1.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 17,504 | $150.2 萬 | 0.04% | +2,586+17.3% | 加碼 |
| Bowling Portfolio Management LLC | 17,395 | $149.3 萬 | 0.33% | −165−0.9% | 減碼 |
| IHT Wealth Management, LLC | 17,375 | $149.1 萬 | 0.09% | +13,846+392.3% | 加碼 |
| OPSEU Pension Plan Trust Fund | 16,995 | $149.0 萬 | 0.38% | +2,169+14.6% | 加碼 |
| Moser Wealth Advisors, LLC | 17,251 | $148.0 萬 | 0.95% | −343−1.9% | 減碼 |
| Citizens Business Bank | 17,245 | $148.0 萬 | 0.19% | 00.0% | 不變 |
| Patten & Patten Inc | 17,096 | $146.7 萬 | 0.11% | −1,219−6.7% | 減碼 |
| CFM Wealth Partners LLC | 17,054 | $146.4 萬 | 0.39% | −464−2.6% | 減碼 |
| Intrust Bank NA | 17,002 | $146.0 萬 | 0.20% | 00.0% | 不變 |
| Terry L. Blaker | 16,959 | $145.5 萬 | 0.09% | −265−1.5% | 減碼 |
| Community Bank & Trust, Waco, Texas | 16,938 | $145.4 萬 | 0.48% | +639+3.9% | 加碼 |
| Northside Capital Management, LLC | 16,848 | $144.6 萬 | 0.36% | −135−0.8% | 減碼 |
| Sciencast Management LP | 17,434 | $143.8 萬 | 0.30% | +17,434 | 新進 |
| Cipher Capital LP | 16,747 | $143.7 萬 | 0.79% | +5,438+48.1% | 加碼 |
| Greylin Investment Mangement Inc | 16,665 | $143.0 萬 | 0.28% | −320−1.9% | 減碼 |
| Sowell Financial Services LLC | 16,635 | $142.8 萬 | 0.09% | −1,878−10.1% | 減碼 |
| Everett Harris & Co | 16,592 | $142.4 萬 | 0.02% | −678−3.9% | 減碼 |
| Tower Bridge Advisors | 16,572 | $142.2 萬 | 0.09% | +79+0.5% | 加碼 |
| Mattern Wealth Management LLC | 19,019 | $141.7 萬 | 0.45% | +5,156+37.2% | 加碼 |
| Sonora Investment Management, LLC | 16,456 | $141.2 萬 | 0.18% | +913+5.9% | 加碼 |
| Lee Danner & Bass Inc | 16,373 | $140.5 萬 | 0.13% | −300−1.8% | 減碼 |
| TownSquare Capital, LLC | 16,618 | $140.3 萬 | 0.05% | +703+4.4% | 加碼 |
| Tdam USA Inc. | 18,819 | $138.2 萬 | 0.09% | −409−2.1% | 減碼 |
| First Hawaiian Bank | 15,825 | $135.8 萬 | 0.06% | −808−4.9% | 減碼 |
| BNC Wealth Management, LLC | 15,749 | $135.2 萬 | 0.82% | +15,749 | 新進 |
| Telemus Capital, LLC | 15,722 | $134.9 萬 | 0.10% | +552+3.6% | 加碼 |
| Pinebridge Investments, L.P. | 15,635 | $134.2 萬 | 0.02% | −5,136−24.7% | 減碼 |
| Trexquant Investment LP | 15,607 | $133.9 萬 | 0.11% | +15,607 | 新進 |
| Cetera Advisors LLC | 15,563 | $133.6 萬 | 0.03% | +241+1.6% | 加碼 |
| Strategic Advisors LLC | 15,535 | $133.3 萬 | 0.35% | +369+2.4% | 加碼 |
| Bailard, Inc. | 15,512 | $133.1 萬 | 0.05% | +1,394+9.9% | 加碼 |
| Koshinski Asset Management, Inc. | 15,503 | $133.0 萬 | 0.17% | −3,847−19.9% | 減碼 |
| Harbour Investment Management LLC | 15,490 | $132.9 萬 | 0.67% | −600−3.7% | 減碼 |
| Castleark Management LLC | 15,400 | $132.2 萬 | 0.04% | −5,500−26.3% | 減碼 |
| Clifford Swan Investment Counsel LLC | 18,342 | $131.4 萬 | 0.05% | −50−0.3% | 減碼 |
| Cowa, LLC | 49,382 | $127.3 萬 | 0.79% | −935−1.9% | 減碼 |
| Hancock Whitney Corp | 14,743 | $126.5 萬 | 0.04% | −331−2.2% | 減碼 |