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 2 季 13F 持有人
Phillips 66 在 2022/6/30 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
- 1,445
- 較 2022 年第 1 季 +12 家
- 持有股數
- 3.45 億
- 較 2022 年第 1 季 +1,023 萬 (+3.1%)
- 總市值
- $283.3 億
- 較 2022 年第 1 季 −$5.91 億 (−2.0%)
- 新進機構
- 128
- 另有 596 家加碼
- 清倉機構
- 116
- 另有 464 家減碼
另有 18 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 27,899 | $228.7 萬 | 0.66% | +15,925+133.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 28,103 | $230.4 萬 | 0.02% | −64−0.2% | 減碼 |
| Mount Lucas Management LP | 28,253 | $231.6 萬 | 0.78% | +28,253 | 新進 |
| Pinkerton Retirement Specialists, LLC | 28,452 | $233.3 萬 | 0.71% | −4,957−14.8% | 減碼 |
| Intech Investment Management LLC | 28,483 | $233.5 萬 | 0.01% | +28,483 | 新進 |
| Parsons Capital Management Inc | 28,566 | $234.2 萬 | 0.21% | −442−1.5% | 減碼 |
| Brinker Capital Investments, LLC | 28,597 | $234.5 萬 | 0.04% | −1,670−5.5% | 減碼 |
| Central Trust Co | 28,773 | $236.0 萬 | 0.08% | +22+0.1% | 加碼 |
| Johnson Investment Counsel Inc | 28,786 | $236.0 萬 | 0.03% | +2,038+7.6% | 加碼 |
| Leonteq Securities AG | 28,876 | $236.8 萬 | 0.11% | +5,538+23.7% | 加碼 |
| Scissortail Wealth Management, LLC | 32,694 | $236.9 萬 | 0.91% | −15,961−32.8% | 減碼 |
| Metropolitan Life Insurance Co | 28,976 | $237.6 萬 | 0.10% | +104+0.4% | 加碼 |
| Icon Advisers Inc | 29,000 | $237.8 萬 | 0.55% | 00.0% | 不變 |
| Davenport & Co LLC | 29,183 | $239.3 萬 | 0.02% | +53+0.2% | 加碼 |
| Fundamentun, LLC | 29,498 | $241.9 萬 | 0.46% | −168−0.6% | 減碼 |
| Riverview Capital Advisers, LLC | 29,534 | $242.1 萬 | 1.34% | −3,420−10.4% | 減碼 |
| Bessemer Group Inc | 29,566 | $242.3 萬 | 0.01% | +9,136+44.7% | 加碼 |
| Caption Management, LLC | 29,900 | $245.2 萬 | 0.22% | +29,900 | 新進 |
| Gotham Asset Management, LLC | 30,141 | $247.1 萬 | 0.08% | −3,216−9.6% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,312 | $248.5 萬 | 0.84% | −40−0.1% | 減碼 |
| Marathon Capital Management | 30,671 | $251.5 萬 | 0.81% | −964−3.0% | 減碼 |
| Profund Advisors LLC | 30,988 | $254.1 萬 | 0.16% | −1,548−4.8% | 減碼 |
| Veritable, L.P. | 31,098 | $255.0 萬 | 0.05% | −12,229−28.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 31,242 | $255.9 萬 | 0.03% | −2,104−6.3% | 減碼 |
| Virginia Wealth Management Group, Inc. | 31,318 | $256.8 萬 | 2.47% | +801+2.6% | 加碼 |
| Wealth Advisory Solutions, LLC | 31,470 | $258.0 萬 | 0.63% | +747+2.4% | 加碼 |
| Martin Capital Partners, LLC | 31,719 | $260.1 萬 | 1.23% | +31,719 | 新進 |
| Louisiana State Employees Retirement System | 30,500 | $260.5 萬 | 0.07% | +1,000+3.4% | 加碼 |
| PDT Partners, LLC | 31,800 | $260.7 萬 | 0.23% | −10,156−24.2% | 減碼 |
| Balentine LLC | 31,977 | $262.2 萬 | 0.10% | +14,187+79.7% | 加碼 |
| Leavell Investment Management, Inc. | 32,082 | $263.0 萬 | 0.20% | +1,826+6.0% | 加碼 |
| Chelsea Counsel Co | 20,990 | $263.1 萬 | 1.35% | +14,186+208.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 32,453 | $266.1 萬 | 0.16% | +32,453 | 新進 |
| Tweedy, Browne Co LLC | 32,493 | $266.4 萬 | 0.11% | −1,354−4.0% | 減碼 |
| Canal Insurance CO | 32,500 | $266.5 萬 | 0.78% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $267.1 萬 | 0.00% | 00.0% | 不變 |
| Dakota Wealth Management | 32,842 | $269.3 萬 | 0.25% | +1,951+6.3% | 加碼 |
| Northeast Financial Consultants Inc | 33,200 | $272.2 萬 | 0.19% | −8,104−19.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 33,236 | $272.5 萬 | 0.01% | +33,236 | 新進 |
| Demars Financial Group, LLC | 33,476 | $274.5 萬 | 1.56% | +4,058+13.8% | 加碼 |
| CIBC World Markets Corp | 33,586 | $275.4 萬 | 0.03% | +5,137+18.1% | 加碼 |
| Daiwa Securities Group Inc. | 33,923 | $278.2 萬 | 0.02% | +3,463+11.4% | 加碼 |
| Heritage Trust Co | 34,021 | $278.9 萬 | 0.46% | −838−2.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 34,453 | $282.5 萬 | 0.05% | +5,750+20.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 34,510 | $282.9 萬 | 0.02% | −6,143−15.1% | 減碼 |
| McDonald Partners LLC | 34,769 | $285.1 萬 | 0.73% | −1,122−3.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 34,789 | $285.2 萬 | 0.37% | +1,173+3.5% | 加碼 |
| Cipher Capital LP | 34,839 | $285.6 萬 | 0.65% | +34,839 | 新進 |
| NewSquare Capital LLC | 34,919 | $286.3 萬 | 0.37% | +2,936+9.2% | 加碼 |
| Pinnacle Associates Ltd | 35,066 | $287.5 萬 | 0.06% | −3,352−8.7% | 減碼 |
| Norinchukin Bank, The | 35,168 | $288.3 萬 | 0.06% | −8,745−19.9% | 減碼 |
| Alpha Omega Wealth Management LLC | 35,195 | $288.6 萬 | 0.52% | −2,842−7.5% | 減碼 |
| Private Advisor Group, LLC | 35,607 | $292.0 萬 | 0.03% | +2,108+6.3% | 加碼 |
| Gateway Investment Advisers LLC | 35,635 | $292.2 萬 | 0.03% | +304+0.9% | 加碼 |
| Inscription Capital, LLC | 35,673 | $292.5 萬 | 0.53% | +24,473+218.5% | 加碼 |
| Kentucky Retirement Systems | 35,707 | $292.8 萬 | 0.12% | +5,886+19.7% | 加碼 |
| Oppenheimer & Co Inc | 36,167 | $296.5 萬 | 0.06% | −1,698−4.5% | 減碼 |
| Farmers & Merchants Investments Inc | 36,377 | $298.3 萬 | 0.13% | 00.0% | 不變 |
| King Luther Capital Management Corp | 36,806 | $301.8 萬 | 0.02% | +18,417+100.2% | 加碼 |
| Federated Hermes, Inc. | 36,974 | $303.2 萬 | 0.01% | +13,531+57.7% | 加碼 |
| Maryland State Retirement & Pension System | 37,049 | $303.8 萬 | 0.10% | +1,397+3.9% | 加碼 |
| Shorepoint Capital Partners LLC | 37,424 | $306.8 萬 | 1.30% | −276−0.7% | 減碼 |
| Kingsview Wealth Management, LLC | 37,575 | $308.1 萬 | 0.15% | +248+0.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 37,718 | $309.2 萬 | 0.05% | +155+0.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 37,842 | $310.3 萬 | 0.10% | +128+0.3% | 加碼 |
| Regentatlantic Capital LLC | 38,415 | $315.0 萬 | 0.10% | +1,030+2.8% | 加碼 |
| Colonial Trust Advisors | 38,463 | $315.4 萬 | 0.44% | +629+1.7% | 加碼 |
| First American Bank | 38,526 | $315.9 萬 | 0.32% | +2,476+6.9% | 加碼 |
| Alta Capital Management LLC | 38,646 | $316.8 萬 | 0.23% | −1,944−4.8% | 減碼 |
| Securian Asset Management, Inc | 38,977 | $319.6 萬 | 0.08% | +870+2.3% | 加碼 |
| Jefferies Group LLC | 39,383 | $322.9 萬 | 0.09% | +39,383 | 新進 |
| Prospera Financial Services Inc | 39,526 | $324.2 萬 | 0.17% | +23,925+153.4% | 加碼 |
| Regency Capital Management Inc. | 39,835 | $326.6 萬 | 3.51% | +7,332+22.6% | 加碼 |
| Pearl River Capital, LLC | 40,088 | $328.7 萬 | 0.77% | +29,006+261.7% | 加碼 |
| Chatham Capital Group, Inc. | 40,108 | $328.8 萬 | 0.74% | 00.0% | 不變 |
| FIL Ltd | 40,184 | $329.5 萬 | 0.00% | +18,933+89.1% | 加碼 |
| Simplex Trading, LLC | 40,623 | $333.0 萬 | 0.11% | +40,623 | 新進 |
| WBI Investments | 41,051 | $336.5 萬 | 0.73% | +30,026+272.3% | 加碼 |
| Salem Investment Counselors Inc | 41,089 | $336.9 萬 | 0.15% | +20,739+101.9% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 41,344 | $339.0 萬 | 1.17% | −460−1.1% | 減碼 |
| Stolper Co | 41,435 | $339.7 萬 | 1.59% | +121+0.3% | 加碼 |
| First National Bank of Omaha | 41,576 | $340.9 萬 | 0.21% | −981−2.3% | 減碼 |
| Texas Yale Capital Corp. | 41,908 | $343.6 萬 | 0.22% | +265+0.6% | 加碼 |
| Strategic Global Advisors, LLC | 42,017 | $344.5 萬 | 0.53% | +5,348+14.6% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 42,036 | $344.7 萬 | 2.26% | −14,461−25.6% | 減碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $345.4 萬 | 1.50% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 42,152 | $345.6 萬 | 0.05% | +42,152 | 新進 |
| HM Payson & Co | 42,371 | $347.4 萬 | 0.09% | +1,092+2.6% | 加碼 |
| Cetera Advisor Networks LLC | 42,563 | $349.0 萬 | 0.04% | +3,077+7.8% | 加碼 |
| CIBC World Markets Inc. | 42,656 | $349.7 萬 | 0.01% | +35,420+489.5% | 加碼 |
| Level Four Advisory Services, LLC | 42,833 | $351.2 萬 | 0.33% | −699−1.6% | 減碼 |
| Wealthfront Advisers LLC | 42,862 | $351.4 萬 | 0.02% | +40.0% | 加碼 |
| Park Avenue Securities LLC | 42,984 | $352.4 萬 | 0.07% | +3,629+9.2% | 加碼 |
| Viking Fund Management LLC | 43,000 | $352.6 萬 | 0.82% | −33,000−43.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 43,031 | $352.8 萬 | 0.32% | −365−0.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 43,037 | $352.8 萬 | 0.09% | +7,935+22.6% | 加碼 |
| Westpac Banking Corp | 43,062 | $353.1 萬 | 0.05% | +4,398+11.4% | 加碼 |
| Adell Harriman & Carpenter Inc | 43,253 | $354.6 萬 | 0.43% | +14,886+52.5% | 加碼 |
| Brookstone Capital Management | 43,258 | $354.8 萬 | 0.08% | +1,703+4.1% | 加碼 |
| Venture Visionary Partners LLC | 43,372 | $355.6 萬 | 0.27% | +2,757+6.8% | 加碼 |