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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 11,728 | $96.2 萬 | 0.06% | −45−0.4% | 減碼 |
| Pavion Blue Capital, LLC | 11,748 | $96.3 萬 | 0.65% | −256−2.1% | 減碼 |
| Evercore Wealth Management, LLC | 11,774 | $96.5 萬 | 0.02% | −116−1.0% | 減碼 |
| YHB Investment Advisors, Inc. | 11,814 | $96.9 萬 | 0.10% | +1,470+14.2% | 加碼 |
| Exeter Financial, LLC | 11,825 | $97.0 萬 | 0.54% | +175+1.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 11,865 | $97.3 萬 | 0.02% | +442+3.9% | 加碼 |
| DCM Advisors, LLC | 11,920 | $97.8 萬 | 0.42% | −794−6.2% | 減碼 |
| Smith, Moore & Co. | 11,963 | $98.1 萬 | 0.15% | −409−3.3% | 減碼 |
| Guyasuta Investment Advisors Inc | 11,961 | $98.1 萬 | 0.08% | −237−1.9% | 減碼 |
| Park Circle Co | 12,000 | $98.4 萬 | 0.95% | 00.0% | 不變 |
| Redpoint Investment Management Pty Ltd | 12,003 | $98.4 萬 | 0.12% | +861+7.7% | 加碼 |
| BBR Partners, LLC | 12,032 | $98.7 萬 | 0.12% | 00.0% | 不變 |
| Strategic Wealth Advisors Group, LLC | 12,035 | $99.0 萬 | 0.04% | +1,604+15.4% | 加碼 |
| Bangor Savings Bank | 12,102 | $99.2 萬 | 0.11% | −146−1.2% | 減碼 |
| AlphaStar Capital Management, LLC | 12,204 | $100.1 萬 | 0.09% | +2,470+25.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 12,226 | $100.2 萬 | 0.00% | +5,629+85.3% | 加碼 |
| Vestcor Inc | 12,245 | $100.4 萬 | 0.04% | −44,304−78.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 12,264 | $100.6 萬 | 0.02% | +7,751+171.7% | 加碼 |
| Tiaa, FSB | 12,396 | $101.6 萬 | 0.00% | −2,773−18.3% | 減碼 |
| Parallel Advisors, LLC | 12,397 | $101.6 萬 | 0.05% | +1,405+12.8% | 加碼 |
| South State Corp. | 12,437 | $102.0 萬 | 0.10% | +524+4.4% | 加碼 |
| Bristol John W & Co Inc | 12,500 | $102.5 萬 | 0.03% | 00.0% | 不變 |
| Seven Eight Capital, LP | 12,511 | $102.6 萬 | 0.41% | +12,511 | 新進 |
| Ar Asset Management Inc | 12,600 | $103.3 萬 | 0.29% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 12,659 | $103.8 萬 | 0.44% | −209−1.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 12,744 | $104.5 萬 | 0.23% | −11−0.1% | 減碼 |
| Strategic Advisors LLC | 12,820 | $105.1 萬 | 0.22% | −1,505−10.5% | 減碼 |
| Welch & Forbes LLC | 12,831 | $105.2 萬 | 0.02% | +85+0.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 12,929 | $106.0 萬 | 0.09% | 00.0% | 不變 |
| Barry Investment Advisors, LLC | 12,944 | $106.1 萬 | 0.32% | −81−0.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 13,100 | $107.4 萬 | 0.02% | +4,377+50.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 13,288 | $109.0 萬 | 0.12% | +386+3.0% | 加碼 |
| First Hawaiian Bank | 13,341 | $109.3 萬 | 0.04% | −69−0.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 13,337 | $109.4 萬 | 0.02% | −4,880−26.8% | 減碼 |
| Bartlett & Co. LLC | 13,337 | $109.4 萬 | 0.02% | −4,880−26.8% | 減碼 |
| National Asset Management, Inc. | 13,401 | $110.0 萬 | 0.05% | +259+2.0% | 加碼 |
| FORA Capital, LLC | 13,414 | $110.0 萬 | 0.22% | +904+7.2% | 加碼 |
| Cowa, LLC | 13,520 | $110.7 萬 | 0.64% | +2,654+24.4% | 加碼 |
| Seeyond | 13,610 | $111.5 萬 | 0.13% | +6,392+88.6% | 加碼 |
| Americana Partners, LLC | 13,906 | $111.8 萬 | 0.20% | +6,584+89.9% | 加碼 |
| Fiduciary Trust Co | 13,791 | $113.1 萬 | 0.02% | −999−6.8% | 減碼 |
| Hancock Whitney Corp | 13,881 | $113.8 萬 | 0.05% | −82−0.6% | 減碼 |
| Logan Capital Management Inc | 13,889 | $113.8 萬 | 0.07% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 13,909 | $114.0 萬 | 0.01% | +4,021+40.7% | 加碼 |
| Engineers Gate Manager LP | 14,073 | $115.4 萬 | 0.04% | −53,277−79.1% | 減碼 |
| Convergence Investment Partners, LLC | 14,101 | $115.6 萬 | 0.70% | −3,711−20.8% | 減碼 |
| Cypress Capital Group | 14,106 | $115.6 萬 | 0.18% | −599−4.1% | 減碼 |
| Stephens Inc | 14,117 | $115.7 萬 | 0.02% | −509−3.5% | 減碼 |
| Gries Financial LLC | 14,164 | $116.1 萬 | 0.55% | +316+2.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 14,268 | $117.0 萬 | 0.10% | +8,355+141.3% | 加碼 |
| HB Wealth Management, LLC | 14,281 | $117.1 萬 | 0.02% | +1,865+15.0% | 加碼 |
| Fruth Investment Management | 13,445 | $117.5 萬 | 0.32% | +400+3.1% | 加碼 |
| Connecticut Wealth Management, LLC | 14,365 | $117.8 萬 | 0.10% | +344+2.5% | 加碼 |
| Moors & Cabot, Inc. | 14,383 | $117.9 萬 | 0.08% | −160−1.1% | 減碼 |
| Frontier Wealth Management LLC | 14,504 | $118.9 萬 | 0.09% | −1,688−10.4% | 減碼 |
| Terry L. Blaker | 14,508 | $119.0 萬 | 0.12% | +283+2.0% | 加碼 |
| Harbour Investment Management LLC | 14,560 | $119.4 萬 | 0.72% | −400−2.7% | 減碼 |
| Guardian Wealth Management, Inc. | 14,666 | $120.2 萬 | 1.29% | +103+0.7% | 加碼 |
| Arvest Trust Co N A | 14,697 | $120.5 萬 | 0.08% | −5,292−26.5% | 減碼 |
| Armor Investment Advisors, LLC | 14,841 | $121.7 萬 | 0.79% | −584−3.8% | 減碼 |
| Gsa Capital Partners LLP | 14,919 | $122.3 萬 | 0.18% | +14,919 | 新進 |
| Mountain Capital Investment Advisors, Inc | 14,887 | $122.9 萬 | 0.61% | −541−3.5% | 減碼 |
| Quadrature Capital Ltd | 15,033 | $123.3 萬 | 0.05% | −24,453−61.9% | 減碼 |
| STRS Ohio | 15,148 | $124.1 萬 | 0.01% | −8,077−34.8% | 減碼 |
| Nikko Asset Management Americas, Inc. | 15,031 | $124.4 萬 | 0.02% | +359+2.4% | 加碼 |
| HAP Trading, LLC | 15,216 | $124.8 萬 | 0.16% | +15,216 | 新進 |
| Everett Harris & Co | 15,261 | $125.1 萬 | 0.02% | −1,087−6.6% | 減碼 |
| Dowling & Yahnke LLC | 15,277 | $125.3 萬 | 0.06% | −814−5.1% | 減碼 |
| Capital Advisors Inc | 15,430 | $126.5 萬 | 0.04% | +4,399+39.9% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 15,455 | $126.7 萬 | 0.60% | +874+6.0% | 加碼 |
| Banque Cantonale Vaudoise | 15,602 | $127.9 萬 | 0.07% | +7,900+102.6% | 加碼 |
| Tower Bridge Advisors | 15,605 | $127.9 萬 | 0.10% | 00.0% | 不變 |
| Community Bank, N.A. | 15,620 | $128.0 萬 | 0.18% | +525+3.5% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 15,611 | $128.0 萬 | 0.89% | +599+4.0% | 加碼 |
| Cresset Asset Management, LLC | 15,644 | $128.3 萬 | 0.02% | −7,817−33.3% | 減碼 |
| Cunning Capital Partners, LP | 15,800 | $129.5 萬 | 1.00% | +15,800 | 新進 |
| CWM, LLC | 15,916 | $130.5 萬 | 0.01% | +1,831+13.0% | 加碼 |
| BNC Wealth Management, LLC | 16,054 | $131.6 萬 | 0.69% | +12,927+413.4% | 加碼 |
| Strategic Wealth Partners, Ltd. | 16,179 | $132.7 萬 | 0.29% | +1,118+7.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,198 | $132.8 萬 | 0.01% | +1,055+7.0% | 加碼 |
| Bowling Portfolio Management LLC | 16,276 | $133.4 萬 | 0.34% | −359−2.2% | 減碼 |
| Cobblestone Capital Advisors LLC | 16,412 | $134.6 萬 | 0.10% | +30+0.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,437 | $134.8 萬 | 0.12% | +2,627+19.0% | 加碼 |
| Synovus Financial Corp | 16,492 | $134.9 萬 | 0.02% | +235+1.4% | 加碼 |
| Telemus Capital, LLC | 16,590 | $136.0 萬 | 0.13% | +79+0.5% | 加碼 |
| Sigma Planning Corp | 16,603 | $136.1 萬 | 0.05% | +4,437+36.5% | 加碼 |
| TBH Global Asset Management, LLC | 16,748 | $137.3 萬 | 0.33% | +20.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 16,811 | $137.8 萬 | 0.11% | +256+1.5% | 加碼 |
| Northside Capital Management, LLC | 16,848 | $138.1 萬 | 0.44% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 16,842 | $138.1 萬 | 0.07% | +452+2.8% | 加碼 |
| Azzad Asset Management Inc | 18,029 | $138.3 萬 | 0.14% | +18,029 | 新進 |
| Lincoln National Corp | 16,902 | $138.5 萬 | 0.03% | +157+0.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 16,945 | $138.9 萬 | 0.12% | +1,864+12.4% | 加碼 |
| Sonora Investment Management Group, LLC | 16,966 | $139.1 萬 | 0.13% | −790−4.4% | 減碼 |
| Curbstone Financial Management Corp | 16,976 | $139.2 萬 | 0.32% | −1,280−7.0% | 減碼 |
| Community Bank & Trust, Waco, Texas | 16,982 | $139.2 萬 | 0.46% | −246−1.4% | 減碼 |
| National Bank of Canada | 16,781 | $140.1 萬 | 0.01% | +209+1.3% | 加碼 |
| Bridgewater Associates, LP | 17,164 | $140.7 萬 | 0.01% | +17,164 | 新進 |
| Moser Wealth Advisors, LLC | 17,438 | $143.0 萬 | 1.06% | −91−0.5% | 減碼 |
| OPSEU Pension Plan Trust Fund | 17,360 | $143.6 萬 | 0.36% | −151−0.9% | 減碼 |