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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 29,785 | $358.0 萬 | 0.12% | −26,518−47.1% | 減碼 |
| Wolverine Trading, LLC | 42,395 | $358.6 萬 | 0.11% | +36,983+683.4% | 加碼 |
| Ancora Advisors, LLC | 43,847 | $359.5 萬 | 0.10% | −4,504−9.3% | 減碼 |
| Telos Capital Management, Inc. | 43,969 | $360.5 萬 | 0.55% | +144+0.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 44,062 | $361.1 萬 | 0.16% | −9,207−17.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,052 | $361.2 萬 | 0.09% | +4,128+10.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 44,176 | $362.2 萬 | 0.04% | −515,282−92.1% | 減碼 |
| USS Investment Management Ltd | 44,595 | $365.7 萬 | 0.04% | −27,918−38.5% | 減碼 |
| Atria Investments LLC | 44,868 | $367.9 萬 | 0.08% | +8,992+25.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 45,056 | $369.4 萬 | 0.06% | +9,408+26.4% | 加碼 |
| Rodgers Brothers Inc. | 45,123 | $370.0 萬 | 0.73% | −630−1.4% | 減碼 |
| United Capital Financial Advisers, LLC | 45,327 | $371.6 萬 | 0.02% | −1,480−3.2% | 減碼 |
| Providence Capital Advisors, LLC | 45,409 | $372.3 萬 | 1.08% | +2,474+5.8% | 加碼 |
| Brown Advisory Inc | 45,809 | $375.7 萬 | 0.01% | −3,194−6.5% | 減碼 |
| Disciplined Investments, LLC | 45,922 | $376.5 萬 | 1.70% | −19,118−29.4% | 減碼 |
| Hartford Investment Management Co | 46,073 | $377.8 萬 | 0.12% | +1,916+4.3% | 加碼 |
| Mirador Capital Partners LP | 46,215 | $378.9 萬 | 0.89% | +225+0.5% | 加碼 |
| Public Sector Pension Investment Board | 46,276 | $379.4 萬 | 0.03% | −19,159−29.3% | 減碼 |
| Beacon Financial Group | 44,703 | $384.1 萬 | 0.57% | −378−0.8% | 減碼 |
| Van Eck Associates Corp | 47,068 | $385.9 萬 | 0.01% | +27,932+146.0% | 加碼 |
| MUFG Americas Holdings Corp | 47,268 | $387.6 萬 | 0.09% | +628+1.3% | 加碼 |
| Man Group plc | – | $388.7 萬 | 0.02% | – | – |
| Huntington National Bank | 47,888 | $392.6 萬 | 0.04% | +159+0.3% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 48,100 | $394.4 萬 | 0.06% | −5,500−10.3% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 48,292 | $395.9 萬 | 0.08% | −110,463−69.6% | 減碼 |
| Umb Bank N A | 49,114 | $402.7 萬 | 0.06% | −700−1.4% | 減碼 |
| Avantax Advisory Services, Inc. | 49,224 | $403.6 萬 | 0.06% | −710−1.4% | 減碼 |
| Xponance, Inc. | 49,511 | $405.9 萬 | 0.08% | +18,245+58.4% | 加碼 |
| RBF Capital, LLC | 50,000 | $410.0 萬 | 0.29% | 00.0% | 不變 |
| Rothschild Investment Corp | 50,141 | $411.1 萬 | 0.38% | +532+1.1% | 加碼 |
| Meyer Handelman Co | 50,172 | $411.4 萬 | 0.18% | −3,000−5.6% | 減碼 |
| Hendley & Co Inc | 50,230 | $411.8 萬 | 1.76% | −1,652−3.2% | 減碼 |
| Virtu Financial LLC | 50,263 | $412.1 萬 | 0.35% | +50,263 | 新進 |
| Altrius Capital Management Inc | 50,696 | $415.6 萬 | 1.35% | +50,696 | 新進 |
| Mackenzie Financial Corp | 51,731 | $424.1 萬 | 0.01% | +5,798+12.6% | 加碼 |
| Scotia Capital Inc. | 51,884 | $425.4 萬 | 0.03% | +43,678+532.3% | 加碼 |
| Cerity Partners LLC | 52,171 | $426.1 萬 | 0.05% | +18,512+55.0% | 加碼 |
| GWM Advisors LLC | 52,095 | $427.1 萬 | 0.07% | +6,481+14.2% | 加碼 |
| L & S Advisors Inc | 52,262 | $428.5 萬 | 0.72% | −33,595−39.1% | 減碼 |
| SG Americas Securities, LLC | 52,554 | $430.9 萬 | 0.06% | +25,132+91.6% | 加碼 |
| Simmons Bank | 52,594 | $431.3 萬 | 0.38% | +5,913+12.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 52,664 | $431.8 萬 | 0.21% | +9,273+21.4% | 加碼 |
| Kornitzer Capital Management Inc | 52,932 | $434.0 萬 | 0.09% | −175−0.3% | 減碼 |
| Nkcfo LLC | 53,200 | $436.2 萬 | 1.54% | 00.0% | 不變 |
| Brick & Kyle, Associates | 53,541 | $438.4 萬 | 2.46% | +44,416+486.8% | 加碼 |
| Cary Street Partners Asset Management LLC | 53,517 | $438.8 萬 | 1.03% | +1,016+1.9% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 53,784 | $441.0 萬 | 1.00% | −2,839−5.0% | 減碼 |
| Nissay Asset Management Corp | 54,188 | $444.3 萬 | 0.04% | +4,034+8.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 54,599 | $447.7 萬 | 0.02% | +2,483+4.8% | 加碼 |
| Berger Financial Group, Inc | 55,021 | $451.1 萬 | 0.66% | +10.0% | 加碼 |
| D L Carlson Investment Group Inc | 55,642 | $456.2 萬 | 0.96% | −27,487−33.1% | 減碼 |
| British Columbia Investment Management Corp | 55,727 | $456.9 萬 | 0.04% | −18,390−24.8% | 減碼 |
| Commerce Bank | 55,822 | $457.7 萬 | 0.04% | +2,422+4.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 55,915 | $458.4 萬 | 1.16% | −9,450−14.5% | 減碼 |
| Advisory Services Network, LLC | 56,401 | $462.5 萬 | 0.16% | +13,888+32.7% | 加碼 |
| Buckingham Capital Management, Inc. | 56,899 | $466.5 萬 | 0.87% | +934+1.7% | 加碼 |
| Vontobel Holding Ltd. | 55,358 | $468.1 萬 | 0.05% | −94,364−63.0% | 減碼 |
| Intact Investment Management Inc. | 57,100 | $468.2 萬 | 0.15% | +12,400+27.7% | 加碼 |
| Navellier & Associates Inc | 57,528 | $471.7 萬 | 1.01% | +2,672+4.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 57,612 | $472.4 萬 | 0.01% | −173−0.3% | 減碼 |
| Tocqueville Asset Management L.P. | 57,954 | $475.2 萬 | 0.09% | +51,388+782.6% | 加碼 |
| Beck Bode, LLC | 58,053 | $476.0 萬 | 1.01% | +26,069+81.5% | 加碼 |
| ARGI Investment Services, LLC | 58,163 | $476.9 萬 | 0.16% | +5,529+10.5% | 加碼 |
| Country Club Bank | 56,573 | $478.5 萬 | 0.44% | −5,682−9.1% | 減碼 |
| Alley Investment Management Company, LLC | 59,228 | $485.6 萬 | 0.92% | +240+0.4% | 加碼 |
| AE Wealth Management LLC | 59,526 | $488.1 萬 | 0.04% | −8,674−12.7% | 減碼 |
| CIBC Asset Management Inc | 59,905 | $491.2 萬 | 0.02% | +12,025+25.1% | 加碼 |
| Janus Henderson Group PLC | 60,121 | $493.0 萬 | 0.00% | −28,501−32.2% | 減碼 |
| Fifth Third Bancorp | 60,892 | $499.3 萬 | 0.02% | −806−1.3% | 減碼 |
| Montgomery Investment Management Inc | 61,152 | $501.3 萬 | 2.03% | −700−1.1% | 減碼 |
| Congress Wealth Management LLC | 61,372 | $503.2 萬 | 0.13% | +203+0.3% | 加碼 |
| Jump Financial, LLC | 62,004 | $508.4 萬 | 0.22% | +42,378+215.9% | 加碼 |
| Royal Fund Management, LLC | 62,093 | $509.1 萬 | 0.85% | +1,055+1.7% | 加碼 |
| AXA S.A. | 63,491 | $520.6 萬 | 0.02% | −92,089−59.2% | 減碼 |
| Texas Permanent School Fund | 63,546 | $521.0 萬 | 0.08% | +2,861+4.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 65,211 | $534.7 萬 | 0.15% | +14,019+27.4% | 加碼 |
| Kestra Advisory Services, LLC | 65,318 | $535.5 萬 | 0.06% | +13,317+25.6% | 加碼 |
| Mutual of America Capital Management LLC | 65,576 | $537.7 萬 | 0.07% | +3,139+5.0% | 加碼 |
| DT Investment Partners, LLC | 65,932 | $540.6 萬 | 0.80% | −540−0.8% | 減碼 |
| Foundation Resource Management Inc | 66,853 | $548.1 萬 | 0.98% | −50−0.1% | 減碼 |
| Geneos Wealth Management Inc. | 65,378 | $551.5 萬 | 0.27% | +4,122+6.7% | 加碼 |
| ExodusPoint Capital Management, LP | 68,319 | $560.1 萬 | 0.08% | −16,728−19.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 68,739 | $563.6 萬 | 0.32% | +44,776+186.9% | 加碼 |
| Visionary Wealth Advisors | 69,465 | $569.5 萬 | 0.51% | +5,595+8.8% | 加碼 |
| FourThought Financial, LLC | 69,738 | $571.8 萬 | 0.84% | +3,737+5.7% | 加碼 |
| Schroder Investment Management Group | 67,794 | $573.4 萬 | 0.01% | +24,937+58.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 70,172 | $575.3 萬 | 0.44% | −52,365−42.7% | 減碼 |
| United Services Automobile Association | 70,180 | $575.3 萬 | 0.15% | +17,129+32.3% | 加碼 |
| Bank of Nova Scotia | 71,049 | $582.6 萬 | 0.01% | −13,159−15.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 71,407 | $585.5 萬 | 0.26% | +28,410+66.1% | 加碼 |
| Fractal Investments LLC | 71,505 | $586.3 萬 | 1.93% | −11,115−13.5% | 減碼 |
| RPG Investment Advisory, LLC | 71,543 | $586.6 萬 | 1.19% | −580−0.8% | 減碼 |
| Fort Point Capital Partners LLC | 71,609 | $587.1 萬 | 1.05% | −100.0% | 減碼 |
| D.A. Davidson & Co. | 73,099 | $599.3 萬 | 0.08% | +622+0.9% | 加碼 |
| Marco Investment Management LLC | 74,346 | $609.6 萬 | 0.71% | −86−0.1% | 減碼 |
| Bryn Mawr Trust Co | 74,670 | $612.2 萬 | 0.28% | −366−0.5% | 減碼 |
| Twin Tree Management, LP | 74,813 | $613.4 萬 | 0.11% | +74,813 | 新進 |
| Mount Yale Investment Advisors, LLC | 75,776 | $621.3 萬 | 0.78% | −8,636−10.2% | 減碼 |
| First American Trust, FSB | 78,113 | $640.5 萬 | 1.01% | +78,113 | 新進 |
| New York Life Investment Management LLC | 78,247 | $641.6 萬 | 0.07% | +78,247 | 新進 |