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 3 季 13F 持有人
Phillips 66 在 2021/9/30 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
- 1,239
- 較 2021 年第 2 季 −70 家
- 持有股數
- 3.03 億
- 較 2021 年第 2 季 −313.2 萬 (−1.0%)
- 總市值
- $212.3 億
- 較 2021 年第 2 季 −$50.3 億 (−19.1%)
- 新進機構
- 87
- 另有 469 家加碼
- 清倉機構
- 157
- 另有 465 家減碼
另有 18 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nan Shan Life Insurance Co., Ltd. | 1,120,571 | $7,847 萬 | 1.31% | 00.0% | 不變 |
| Citigroup Inc | 1,124,147 | $7,872 萬 | 0.08% | −111,508−9.0% | 減碼 |
| Allianz Asset Management GmbH | 1,217,411 | $8,526 萬 | 0.07% | +1,184,455+3,594.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,256,927 | $8,802 萬 | 0.05% | −74,915−5.6% | 減碼 |
| Millennium Management LLC | 1,289,214 | $9,028 萬 | 0.12% | +694,188+116.7% | 加碼 |
| Eaton Vance Management | 1,347,845 | $9,394 萬 | 0.13% | −905,519−40.2% | 減碼 |
| Standard Life Aberdeen plc | 1,595,491 | $1.12 億 | 0.25% | +1,142,663+252.3% | 加碼 |
| Swiss National Bank | 1,733,567 | $1.21 億 | 0.08% | −48,000−2.7% | 減碼 |
| Parametric Portfolio Associates LLC | 1,858,474 | $1.30 億 | 0.07% | −1,032,187−35.7% | 減碼 |
| Deutsche Bank AG | 1,868,208 | $1.31 億 | 0.06% | +418,359+28.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,981,811 | $1.39 億 | 0.18% | +888,082+81.2% | 加碼 |
| LSV Asset Management | 2,084,294 | $1.46 億 | 0.26% | −184,900−8.1% | 減碼 |
| Bank of Montreal | 2,122,141 | $1.49 億 | 0.07% | −100,148−4.5% | 減碼 |
| UBS Asset Management Americas Inc | 2,190,510 | $1.53 億 | 0.06% | +18,909+0.9% | 加碼 |
| Amundi | 2,422,191 | $1.70 億 | 0.12% | −17,039−0.7% | 減碼 |
| Ameriprise Financial Inc | 2,806,971 | $1.97 億 | 0.06% | −143,033−4.8% | 減碼 |
| Charles Schwab Investment Management Inc | 2,819,557 | $1.97 億 | 0.06% | +60,216+2.2% | 加碼 |
| Nuveen Asset Management, LLC | 3,202,522 | $2.24 億 | 0.07% | −607,755−16.0% | 減碼 |
| Invesco Ltd. | 3,286,147 | $2.30 億 | 0.06% | +278,290+9.3% | 加碼 |
| UBS Group AG | 3,294,876 | $2.31 億 | 0.10% | −800,134−19.5% | 減碼 |
| Dimensional Fund Advisors LP | 3,322,508 | $2.33 億 | 0.07% | +37,530+1.1% | 加碼 |
| Legal & General Group Plc | 3,494,129 | $2.45 億 | 0.08% | +179,865+5.4% | 加碼 |
| Norges Bank | 3,853,794 | $2.70 億 | 0.06% | −498,852−11.5% | 減碼 |
| Morgan Stanley | 3,877,915 | $2.72 億 | 0.04% | +446,011+13.0% | 加碼 |
| Bank of New York Mellon Corp | 4,284,798 | $3.00 億 | 0.06% | −50,208−1.2% | 減碼 |
| Wellington Management Group LLP | 4,362,585 | $3.06 億 | 0.05% | −5,970,063−57.8% | 減碼 |
| Barclays PLC | 4,443,094 | $3.11 億 | 0.22% | +3,781,267+571.3% | 加碼 |
| JPMorgan Chase & Co | 4,501,994 | $3.15 億 | 0.04% | −1,553,605−25.7% | 減碼 |
| Northern Trust Corp | 4,927,449 | $3.45 億 | 0.06% | −168,325−3.3% | 減碼 |
| FMR LLC | 7,214,019 | $5.05 億 | 0.04% | −1,374,230−16.0% | 減碼 |
| Bank of America Corp | 7,257,261 | $5.08 億 | 0.06% | +156,064+2.2% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 7,626,638 | $5.34 億 | 1.77% | +402,779+5.6% | 加碼 |
| Geode Capital Management, LLC | 7,654,777 | $5.35 億 | 0.07% | +195,288+2.6% | 加碼 |
| Aristotle Capital Management, LLC | 8,765,210 | $6.14 億 | 1.16% | +224,759+2.6% | 加碼 |
| Wells Fargo & Company | 15,384,730 | $10.8 億 | 0.24% | +447,058+3.0% | 加碼 |
| State Street Corp | 29,897,872 | $20.9 億 | 0.11% | +314,276+1.1% | 加碼 |
| BlackRock Inc. | 32,971,011 | $23.1 億 | 0.07% | −1,093,264−3.2% | 減碼 |
| Vanguard Group Inc | 43,179,853 | $30.2 億 | 0.08% | −1,4690.0% | 減碼 |
| Westside Investment Management, Inc. | 1,591 | – | – | 00.0% | 不變 |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −24,343−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −202,000−100.0% | 清倉 |
| Churchill Management Corp | 0 | $0 | 0.00% | −146,657−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −121,351−100.0% | 清倉 |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −110,888−100.0% | 清倉 |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −107,500−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −97,740−100.0% | 清倉 |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −73,010−100.0% | 清倉 |
| Sitrin Capital Management LLC | 0 | $0 | 0.00% | −63,047−100.0% | 清倉 |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −38,273−100.0% | 清倉 |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −41,042−100.0% | 清倉 |
| Hengehold Capital Management LLC | 0 | $0 | 0.00% | −31,939−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −29,427−100.0% | 清倉 |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −29,150−100.0% | 清倉 |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −28,863−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −20,300−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −18,946−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −17,375−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −17,434−100.0% | 清倉 |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −15,749−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −15,400−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −13,115−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −11,113−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −10,703−100.0% | 清倉 |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −10,312−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,153−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,953−100.0% | 清倉 |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −9,189−100.0% | 清倉 |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −6,572−100.0% | 清倉 |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −6,315−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,025−100.0% | 清倉 |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −5,997−100.0% | 清倉 |
| Bremer Bank National Association | 0 | $0 | 0.00% | −5,914−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −5,846−100.0% | 清倉 |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −5,378−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,540−100.0% | 清倉 |
| Dorchester Wealth Management Co | 0 | $0 | 0.00% | −5,235−100.0% | 清倉 |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −5,143−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,052−100.0% | 清倉 |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −5,028−100.0% | 清倉 |
| Roundview Capital LLC | 0 | $0 | 0.00% | −4,778−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −4,559−100.0% | 清倉 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 0 | $0 | 0.00% | −4,542−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −4,412−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,173−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,956−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,899−100.0% | 清倉 |
| Gries Financial LLC | 0 | $0 | 0.00% | −4,573−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,736−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,709−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,699−100.0% | 清倉 |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −3,575−100.0% | 清倉 |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −3,559−100.0% | 清倉 |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −3,353−100.0% | 清倉 |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −3,296−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,220−100.0% | 清倉 |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −3,160−100.0% | 清倉 |
| Staley Capital Advisers Inc | 0 | $0 | 0.00% | −3,060−100.0% | 清倉 |
| SCP Investment, LP | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,984−100.0% | 清倉 |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,945−100.0% | 清倉 |