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 4 季 13F 持有人
Phillips 66 在 2021/12/31 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
- 1,358
- 較 2021 年第 3 季 +145 家
- 持有股數
- 3.06 億
- 較 2021 年第 3 季 +301.8 萬 (+1.0%)
- 總市值
- $222.1 億
- 較 2021 年第 3 季 +$9.91 億 (+4.7%)
- 新進機構
- 230
- 另有 462 家加碼
- 清倉機構
- 85
- 另有 460 家減碼
另有 26 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MetLife Investment Management | 96,809 | $701.5 萬 | 0.06% | −2,115−2.1% | 減碼 |
| Mattern Capital Management, LLC | 96,433 | $698.8 萬 | 1.22% | +351+0.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 96,048 | $695.9 萬 | 0.01% | +96,048 | 新進 |
| Skba Capital Management LLC | 95,960 | $695.3 萬 | 1.31% | +300+0.3% | 加碼 |
| First Republic Investment Management, Inc. | 95,776 | $694.0 萬 | 0.01% | −5,978−5.9% | 減碼 |
| Heritage Investors Management Corp | 95,565 | $692.5 萬 | 0.27% | +1,571+1.7% | 加碼 |
| Richard C. Young & CO., LTD. | 93,864 | $680.1 萬 | 0.86% | +3,560+3.9% | 加碼 |
| Creative Planning | 93,478 | $677.3 萬 | 0.01% | −1,141−1.2% | 減碼 |
| Yousif Capital Management, LLC | 92,512 | $670.3 萬 | 0.07% | +92,512 | 新進 |
| Atlantic Union Bankshares Corp | 92,484 | $670.2 萬 | 0.57% | +24,064+35.2% | 加碼 |
| Two Sigma Advisers, LP | 91,099 | $660.1 萬 | 0.02% | +64,300+239.9% | 加碼 |
| Raymond James Trust N.A. | 89,392 | $647.7 萬 | 0.19% | −731−0.8% | 減碼 |
| Bollard Group LLC | 89,388 | $647.7 萬 | 0.21% | +1,052+1.2% | 加碼 |
| Janus Henderson Group PLC | 88,593 | $642.0 萬 | 0.00% | −15,125−14.6% | 減碼 |
| Calamos Advisors LLC | 87,604 | $634.8 萬 | 0.03% | +3,391+4.0% | 加碼 |
| Ninety One UK Ltd | 87,478 | $633.9 萬 | 0.02% | +2,252+2.6% | 加碼 |
| Aristotle Atlantic Partners, LLC | 84,765 | $614.2 萬 | 0.36% | +16,942+25.0% | 加碼 |
| Greenwood Capital Associates LLC | 84,590 | $612.9 萬 | 0.87% | +454+0.5% | 加碼 |
| Morgan Dempsey Capital Management LLC | 82,442 | $597.4 萬 | 1.86% | +34,358+71.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 82,227 | $595.9 萬 | 0.01% | +19,596+31.3% | 加碼 |
| Gyroscope Capital Management Group, LLC | 81,526 | $590.7 萬 | 2.11% | +81,526 | 新進 |
| Great Lakes Advisors, LLC | 79,915 | $579.1 萬 | 0.09% | +5,388+7.2% | 加碼 |
| Utah Retirement Systems | 79,367 | $575.1 萬 | 0.07% | +200+0.3% | 加碼 |
| Geneos Wealth Management Inc. | 78,913 | $572.1 萬 | 0.22% | −12,101−13.3% | 減碼 |
| Pacer Advisors, Inc. | 78,854 | $571.4 萬 | 0.06% | +50,682+179.9% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 77,500 | $561.6 萬 | 0.07% | +41,000+112.3% | 加碼 |
| Bryn Mawr Trust Co | 77,341 | $560.4 萬 | 0.20% | +1,852+2.5% | 加碼 |
| British Columbia Investment Management Corp | 77,051 | $558.3 萬 | 0.03% | −3,819−4.7% | 減碼 |
| KBC Group NV | 76,606 | $555.1 萬 | 0.02% | −35,250−31.5% | 減碼 |
| Walleye Capital LLC | 76,479 | $554.2 萬 | 0.18% | +76,479 | 新進 |
| Kestra Advisory Services, LLC | 75,688 | $548.4 萬 | 0.06% | +27,149+55.9% | 加碼 |
| Jane Street Group, LLC | 74,850 | $542.4 萬 | 0.01% | +57,494+331.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 74,088 | $536.8 萬 | 0.08% | −14,583−16.4% | 減碼 |
| Opus Investment Management Inc | 73,689 | $534.0 萬 | 0.76% | +40,200+120.0% | 加碼 |
| Public Sector Pension Investment Board | 73,115 | $529.8 萬 | 0.03% | −830−1.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 72,984 | $528.8 萬 | 0.55% | +72,984 | 新進 |
| State of Tennessee, Treasury Department | 72,865 | $528.0 萬 | 0.02% | −1,119−1.5% | 減碼 |
| Bridge Creek Capital Management LLC | 26,137 | $524.1 萬 | 1.80% | −647−2.4% | 減碼 |
| Adams Asset Advisors, LLC | 71,195 | $515.8 萬 | 0.94% | +43+0.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 71,001 | $514.5 萬 | 0.57% | +54,074+319.5% | 加碼 |
| Wintrust Investments LLC | 70,635 | $511.8 萬 | 0.49% | +9,463+15.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 70,325 | $509.5 萬 | 1.01% | +7,270+11.5% | 加碼 |
| D L Carlson Investment Group Inc | 69,314 | $502.2 萬 | 0.80% | +17,790+34.5% | 加碼 |
| DT Investment Partners, LLC | 68,421 | $495.8 萬 | 0.65% | −750−1.1% | 減碼 |
| Foundation Resource Management Inc | 66,967 | $485.2 萬 | 0.94% | 00.0% | 不變 |
| Spirit of America Management Corp | 66,332 | $480.6 萬 | 0.97% | −22,500−25.3% | 減碼 |
| Mackay Shields LLC | 65,542 | $475.0 萬 | 0.04% | −1,518−2.3% | 減碼 |
| Viking Fund Management LLC | 65,000 | $471.0 萬 | 1.24% | +5,000+8.3% | 加碼 |
| Disciplined Investments, LLC | 64,857 | $470.0 萬 | 2.09% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 64,107 | $464.5 萬 | 0.07% | −2,151−3.2% | 減碼 |
| Annex Advisory Services, LLC | 63,970 | $463.5 萬 | 0.32% | +40,455+172.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,944 | $463.3 萬 | 0.05% | +111+0.2% | 加碼 |
| Royal Fund Management, LLC | 63,764 | $462.0 萬 | 0.66% | +14,619+29.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 63,535 | $460.4 萬 | 0.07% | −2,079−3.2% | 減碼 |
| D.A. Davidson & Co. | 63,188 | $457.9 萬 | 0.05% | −2,213−3.4% | 減碼 |
| Congress Wealth Management LLC | 62,694 | $454.2 萬 | 0.09% | +62,694 | 新進 |
| Montgomery Investment Management Inc | 62,352 | $451.8 萬 | 1.52% | −150−0.2% | 減碼 |
| FourThought Financial, LLC | 62,076 | $449.8 萬 | 0.57% | −47−0.1% | 減碼 |
| Captrust Financial Advisors | 61,570 | $446.1 萬 | 0.03% | −203−0.3% | 減碼 |
| PGGM Investments | 61,264 | $443.9 萬 | 0.02% | +61,264 | 新進 |
| Illinois Municipal Retirement Fund | 61,144 | $443.0 萬 | 0.12% | +11,096+22.2% | 加碼 |
| Texas Permanent School Fund | 60,436 | $437.9 萬 | 0.05% | −7,227−10.7% | 減碼 |
| Country Club Trust Company, n.a. | 60,042 | $435.0 萬 | 0.34% | +1,055+1.8% | 加碼 |
| Pacific Heights Asset Management LLC | 60,000 | $434.8 萬 | 0.37% | +10,000+20.0% | 加碼 |
| Alley Co LLC | 59,382 | $430.3 萬 | 0.68% | +1,927+3.4% | 加碼 |
| Fifth Third Bancorp | 58,883 | $426.7 萬 | 0.02% | −114−0.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 58,158 | $421.4 萬 | 0.19% | +31,277+116.4% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 58,075 | $420.8 萬 | 0.75% | −5,905−9.2% | 減碼 |
| Mutual of America Capital Management LLC | 57,856 | $419.2 萬 | 0.04% | +390+0.7% | 加碼 |
| ING Groep NV | 57,189 | $414.4 萬 | 0.04% | +20,418+55.5% | 加碼 |
| Visionary Wealth Advisors | 57,085 | $413.6 萬 | 0.34% | +2,837+5.2% | 加碼 |
| Buckingham Capital Management, Inc. | 56,542 | $409.7 萬 | 0.63% | +140.0% | 加碼 |
| IFM Investors Pty Ltd | 56,209 | $407.3 萬 | 0.07% | −754−1.3% | 減碼 |
| Icon Advisers Inc | 55,000 | $398.5 萬 | 0.64% | 00.0% | 不變 |
| Commerce Bank | 54,959 | $398.3 萬 | 0.03% | −50−0.1% | 減碼 |
| Federated Hermes, Inc. | 54,040 | $391.6 萬 | 0.01% | −32,557−37.6% | 減碼 |
| Jump Financial, LLC | 53,643 | $388.7 萬 | 0.24% | +53,643 | 新進 |
| Nkcfo LLC | 53,200 | $385.5 萬 | 1.24% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 53,163 | $385.2 萬 | 1.06% | +2,291+4.5% | 加碼 |
| United Services Automobile Association | 53,051 | $384.4 萬 | 0.06% | 00.0% | 不變 |
| Marco Investment Management LLC | 52,956 | $383.7 萬 | 0.38% | +13,372+33.8% | 加碼 |
| Cary Street Partners Asset Management LLC | 52,188 | $378.2 萬 | 0.81% | −4,925−8.6% | 減碼 |
| Hendley & Co Inc | 52,170 | $378.0 萬 | 1.23% | −30,957−37.2% | 減碼 |
| Meyer Handelman Co | 52,080 | $377.4 萬 | 0.14% | −1,000−1.9% | 減碼 |
| Wealthfront Advisers LLC | 52,043 | $377.1 萬 | 0.02% | +9,849+23.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 51,588 | $373.6 萬 | 0.13% | +23,249+82.0% | 加碼 |
| United Capital Financial Advisers, LLC | 51,311 | $371.8 萬 | 0.02% | −306−0.6% | 減碼 |
| Umb Bank N A | 51,230 | $371.2 萬 | 0.05% | +13,788+36.8% | 加碼 |
| Ancora Advisors, LLC | 50,519 | $366.1 萬 | 0.09% | +1,141+2.3% | 加碼 |
| Rothschild Investment Corp | 50,508 | $366.0 萬 | 0.28% | +2,660+5.6% | 加碼 |
| Tweedy, Browne Co LLC | 50,228 | $364.0 萬 | 0.12% | −10,671−17.5% | 減碼 |
| Metropolitan Life Insurance Co | 50,079 | $362.9 萬 | 0.05% | −1,433−2.8% | 減碼 |
| RBF Capital, LLC | 50,000 | $362.3 萬 | 0.23% | 00.0% | 不變 |
| Huntington National Bank | 49,265 | $357.0 萬 | 0.03% | −1,656−3.3% | 減碼 |
| Nissay Asset Management Corp | 49,119 | $355.9 萬 | 0.03% | +1,534+3.2% | 加碼 |
| MUFG Americas Holdings Corp | 48,951 | $354.7 萬 | 0.07% | +1,629+3.4% | 加碼 |
| Avantax Advisory Services, Inc. | 48,487 | $351.3 萬 | 0.05% | −2,681−5.2% | 減碼 |
| Rodgers Brothers Inc. | 48,003 | $347.8 萬 | 0.62% | +1,025+2.2% | 加碼 |
| Point72 Hong Kong Ltd | 47,526 | $344.4 萬 | 0.29% | +30,398+177.5% | 加碼 |
| Pinz Capital Management, LP | 47,500 | $344.2 萬 | 1.33% | +47,500 | 新進 |