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。
2022 年第 1 季 13F 持有人
Phillips 66 在 2022/3/31 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
- 1,451
- 較 2021 年第 4 季 +111 家
- 持有股數
- 3.38 億
- 較 2021 年第 4 季 +3,190 萬 (+10.4%)
- 總市值
- $291.4 億
- 較 2021 年第 4 季 +$69.4 億 (+31.3%)
- 新進機構
- 208
- 另有 617 家加碼
- 清倉機構
- 97
- 另有 408 家減碼
另有 18 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Amalgamated Financial Corp. | 117,332 | $1,014 萬 | 0.08% | +117,332 | 新進 |
| CCM Investment Advisers LLC | 115,598 | $998.6 萬 | 1.36% | +10,900+10.4% | 加碼 |
| Bridgecreek Investment Management, LLC | 115,540 | $998.2 萬 | 1.48% | +1,425+1.2% | 加碼 |
| Nomura Asset Management Co Ltd | 114,311 | $987.5 萬 | 0.05% | +13,900+13.8% | 加碼 |
| Lawson Kroeker Investment Management Inc | 113,384 | $979.5 萬 | 3.08% | +50.0% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 113,335 | $979.1 萬 | 0.45% | +113,335 | 新進 |
| Capstone Investment Advisors, LLC | 112,693 | $973.6 萬 | 0.21% | +80,600+251.1% | 加碼 |
| Wallington Asset Management, LLC | 112,510 | $972.0 萬 | 1.68% | +3,175+2.9% | 加碼 |
| Border to Coast Pensions Partnership Ltd | 111,583 | $961.9 萬 | 0.27% | +133+0.1% | 加碼 |
| Ninety One UK Ltd | 108,989 | $941.6 萬 | 0.02% | +21,511+24.6% | 加碼 |
| Mercer Global Advisors Inc | 107,716 | $930.6 萬 | 0.05% | −2,599−2.4% | 減碼 |
| Macquarie Group Ltd | 107,128 | $925.4 萬 | 0.01% | −133,776−55.5% | 減碼 |
| Great Lakes Advisors, LLC | 102,903 | $888.9 萬 | 0.15% | +22,988+28.8% | 加碼 |
| Wesbanco Bank Inc | 102,737 | $887.5 萬 | 0.34% | −2,951−2.8% | 減碼 |
| Calamos Advisors LLC | 101,078 | $873.2 萬 | 0.03% | +13,474+15.4% | 加碼 |
| Adams Natural Resources Fund, Inc. | 100,575 | $868.9 萬 | 1.47% | 00.0% | 不變 |
| Bollard Group LLC | 100,321 | $866.7 萬 | 0.28% | +10,933+12.2% | 加碼 |
| Bornite Capital Management LP | 100,000 | $863.9 萬 | 2.64% | +100,000 | 新進 |
| State of Tennessee, Treasury Department | 99,890 | $862.9 萬 | 0.03% | +27,025+37.1% | 加碼 |
| Yousif Capital Management, LLC | 99,484 | $859.4 萬 | 0.09% | +6,972+7.5% | 加碼 |
| Richard C. Young & CO., LTD. | 97,715 | $844.2 萬 | 1.08% | +3,851+4.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 96,547 | $834.1 萬 | 0.04% | −11,772−10.9% | 減碼 |
| Mattern Capital Management, LLC | 95,850 | $828.0 萬 | 1.48% | −583−0.6% | 減碼 |
| Gyroscope Capital Management Group, LLC | 95,407 | $824.2 萬 | 2.83% | +13,881+17.0% | 加碼 |
| Heritage Investors Management Corp | 95,152 | $822.0 萬 | 0.33% | −413−0.4% | 減碼 |
| Creative Planning | 94,950 | $820.3 萬 | 0.01% | +1,472+1.6% | 加碼 |
| Skba Capital Management LLC | 94,860 | $819.5 萬 | 1.48% | −1,100−1.1% | 減碼 |
| Tortoise Capital Advisors, L.L.C. | 94,114 | $813.1 萬 | 0.11% | +94,114 | 新進 |
| Rockefeller Capital Management L.P. | 92,506 | $799.1 萬 | 0.04% | −8,781−8.7% | 減碼 |
| Raymond James Trust N.A. | 91,545 | $790.8 萬 | 0.24% | +2,153+2.4% | 加碼 |
| Aristotle Atlantic Partners, LLC | 91,442 | $790.0 萬 | 0.49% | +6,677+7.9% | 加碼 |
| Atlantic Union Bankshares Corp | 90,112 | $778.5 萬 | 0.68% | −2,372−2.6% | 減碼 |
| Caas Capital Management LP | 89,967 | $777.2 萬 | 1.37% | +89,967 | 新進 |
| Janus Henderson Group PLC | 88,622 | $765.6 萬 | 0.00% | +290.0% | 加碼 |
| Morgan Dempsey Capital Management LLC | 86,185 | $744.6 萬 | 2.21% | +3,743+4.5% | 加碼 |
| L & S Advisors Inc | 85,857 | $741.7 萬 | 0.88% | +85,857 | 新進 |
| ExodusPoint Capital Management, LP | 85,047 | $734.7 萬 | 0.11% | −267,251−75.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 84,412 | $729.2 萬 | 0.79% | +11,428+15.7% | 加碼 |
| Bank of Nova Scotia | 84,208 | $727.5 萬 | 0.01% | −884,934−91.3% | 減碼 |
| Utah Retirement Systems | 83,267 | $719.4 萬 | 0.10% | +3,900+4.9% | 加碼 |
| D L Carlson Investment Group Inc | 83,129 | $718.2 萬 | 1.19% | +13,815+19.9% | 加碼 |
| Fractal Investments LLC | 82,620 | $713.8 萬 | 2.10% | +82,620 | 新進 |
| Wintrust Investments LLC | 80,037 | $691.4 萬 | 0.67% | +9,402+13.3% | 加碼 |
| Pacific Heights Asset Management LLC | 80,000 | $691.1 萬 | 0.59% | +20,000+33.3% | 加碼 |
| Thomist Capital Management, LP | 80,000 | $691.1 萬 | 3.67% | +80,000 | 新進 |
| Comerica Bank | 77,577 | $689.5 萬 | 0.05% | −7,714−9.0% | 減碼 |
| Opus Investment Management Inc | 79,689 | $688.4 萬 | 1.06% | +6,000+8.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 78,253 | $676.0 萬 | 0.10% | +4,165+5.6% | 加碼 |
| IFP Advisors, Inc | 56,303 | $675.3 萬 | 0.09% | +45,827+437.4% | 加碼 |
| Annex Advisory Services, LLC | 77,413 | $668.8 萬 | 0.49% | +13,443+21.0% | 加碼 |
| Viking Fund Management LLC | 76,000 | $656.6 萬 | 1.49% | +11,000+16.9% | 加碼 |
| Bryn Mawr Trust Co | 75,036 | $648.2 萬 | 0.25% | −2,305−3.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,918 | $647.2 萬 | 0.06% | +10,974+17.2% | 加碼 |
| Marco Investment Management LLC | 74,432 | $643.0 萬 | 0.65% | +21,476+40.6% | 加碼 |
| British Columbia Investment Management Corp | 74,117 | $640.3 萬 | 0.04% | −2,934−3.8% | 減碼 |
| USS Investment Management Ltd | 72,513 | $626.4 萬 | 0.05% | −53,582−42.5% | 減碼 |
| D.A. Davidson & Co. | 72,477 | $626.1 萬 | 0.07% | +9,289+14.7% | 加碼 |
| RPG Investment Advisory, LLC | 72,123 | $623.1 萬 | 1.02% | −39,763−35.5% | 減碼 |
| Fort Point Capital Partners LLC | 71,619 | $618.7 萬 | 0.94% | +71,619 | 新進 |
| Adams Asset Advisors, LLC | 71,195 | $615.0 萬 | 0.90% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 70,823 | $611.9 萬 | 0.06% | +47,764+207.1% | 加碼 |
| AE Wealth Management LLC | 68,200 | $589.2 萬 | 0.04% | +29,656+76.9% | 加碼 |
| Canada Pension Plan Investment Board | 67,619 | $584.2 萬 | 0.01% | +24,844+58.1% | 加碼 |
| Engineers Gate Manager LP | 67,350 | $581.8 萬 | 0.23% | +52,470+352.6% | 加碼 |
| Mackay Shields LLC | 67,250 | $581.0 萬 | 0.05% | +1,708+2.6% | 加碼 |
| Foundation Resource Management Inc | 66,903 | $578.0 萬 | 0.89% | −64−0.1% | 減碼 |
| DT Investment Partners, LLC | 66,472 | $574.3 萬 | 0.74% | −1,949−2.8% | 減碼 |
| FourThought Financial, LLC | 66,001 | $571.3 萬 | 0.72% | +3,925+6.3% | 加碼 |
| IFM Investors Pty Ltd | 66,099 | $571.0 萬 | 0.09% | +9,890+17.6% | 加碼 |
| Public Sector Pension Investment Board | 65,435 | $565.3 萬 | 0.04% | −7,680−10.5% | 減碼 |
| Sompo Asset Management Co., Ltd. | 65,365 | $564.6 萬 | 1.22% | −4,960−7.1% | 減碼 |
| Disciplined Investments, LLC | 65,040 | $561.9 萬 | 2.34% | +183+0.3% | 加碼 |
| Visionary Wealth Advisors | 63,870 | $551.8 萬 | 0.44% | +6,785+11.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 63,813 | $551.3 萬 | 0.01% | +24,371+61.8% | 加碼 |
| Country Club Bank | 62,255 | $544.4 萬 | 0.47% | +62,255 | 新進 |
| Mutual of America Capital Management LLC | 62,437 | $539.4 萬 | 0.06% | +4,581+7.9% | 加碼 |
| Montgomery Investment Management Inc | 61,852 | $534.3 萬 | 1.83% | −500−0.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 61,746 | $533.4 萬 | 0.01% | +22,612+57.8% | 加碼 |
| Fifth Third Bancorp | 61,698 | $533.0 萬 | 0.02% | +2,815+4.8% | 加碼 |
| Geneos Wealth Management Inc. | 61,256 | $529.1 萬 | 0.23% | −17,657−22.4% | 減碼 |
| Congress Wealth Management LLC | 61,169 | $528.4 萬 | 0.12% | −1,525−2.4% | 減碼 |
| Royal Fund Management, LLC | 61,038 | $527.3 萬 | 0.77% | −2,726−4.3% | 減碼 |
| Texas Permanent School Fund | 60,685 | $524.3 萬 | 0.07% | +249+0.4% | 加碼 |
| Alley Investment Management Company, LLC | 58,988 | $509.6 萬 | 0.84% | +58,988 | 新進 |
| CIBC Private Wealth Group, LLC | 57,785 | $499.3 萬 | 0.01% | +26,033+82.0% | 加碼 |
| Paloma Partners Management Co | 57,618 | $497.8 萬 | 0.38% | −124,896−68.4% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 56,623 | $489.2 萬 | 0.95% | −1,452−2.5% | 減碼 |
| Vestcor Inc | 56,549 | $488.5 萬 | 0.17% | +51,143+946.0% | 加碼 |
| Buckingham Capital Management, Inc. | 55,965 | $483.5 萬 | 0.79% | −577−1.0% | 減碼 |
| Quantbot Technologies LP | 55,222 | $477.0 萬 | 0.42% | +23,686+75.1% | 加碼 |
| Berger Financial Group, Inc | 55,020 | $475.3 萬 | 0.60% | +55,020 | 新進 |
| Navellier & Associates Inc | 54,856 | $473.9 萬 | 0.81% | +51,256+1,423.8% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 53,600 | $463.1 萬 | 0.06% | −23,900−30.8% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 56,497 | $463.1 萬 | 2.99% | +56,497 | 新進 |
| Blair William & Co | 53,538 | $462.5 萬 | 0.02% | +27,267+103.8% | 加碼 |
| Commerce Bank | 53,400 | $461.3 萬 | 0.03% | −1,559−2.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 53,269 | $460.1 萬 | 0.17% | +1,681+3.3% | 加碼 |
| Nkcfo LLC | 53,200 | $459.6 萬 | 1.43% | 00.0% | 不變 |
| Meyer Handelman Co | 53,172 | $459.4 萬 | 0.18% | +1,092+2.1% | 加碼 |
| Kornitzer Capital Management Inc | 53,107 | $458.8 萬 | 0.08% | −11,000−17.2% | 減碼 |