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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 34,021 | $278.9 萬 | 0.46% | −838−2.4% | 減碼 |
| Daiwa Securities Group Inc. | 33,923 | $278.2 萬 | 0.02% | +3,463+11.4% | 加碼 |
| CIBC World Markets Corp | 33,586 | $275.4 萬 | 0.03% | +5,137+18.1% | 加碼 |
| Demars Financial Group, LLC | 33,476 | $274.5 萬 | 1.56% | +4,058+13.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 33,236 | $272.5 萬 | 0.01% | +33,236 | 新進 |
| Northeast Financial Consultants Inc | 33,200 | $272.2 萬 | 0.19% | −8,104−19.6% | 減碼 |
| Dakota Wealth Management | 32,842 | $269.3 萬 | 0.25% | +1,951+6.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $267.1 萬 | 0.00% | 00.0% | 不變 |
| Canal Insurance CO | 32,500 | $266.5 萬 | 0.78% | 00.0% | 不變 |
| Tweedy, Browne Co LLC | 32,493 | $266.4 萬 | 0.11% | −1,354−4.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 32,453 | $266.1 萬 | 0.16% | +32,453 | 新進 |
| Chelsea Counsel Co | 20,990 | $263.1 萬 | 1.35% | +14,186+208.5% | 加碼 |
| Leavell Investment Management, Inc. | 32,082 | $263.0 萬 | 0.20% | +1,826+6.0% | 加碼 |
| Balentine LLC | 31,977 | $262.2 萬 | 0.10% | +14,187+79.7% | 加碼 |
| PDT Partners, LLC | 31,800 | $260.7 萬 | 0.23% | −10,156−24.2% | 減碼 |
| Louisiana State Employees Retirement System | 30,500 | $260.5 萬 | 0.07% | +1,000+3.4% | 加碼 |
| Martin Capital Partners, LLC | 31,719 | $260.1 萬 | 1.23% | +31,719 | 新進 |
| Wealth Advisory Solutions, LLC | 31,470 | $258.0 萬 | 0.63% | +747+2.4% | 加碼 |
| Virginia Wealth Management Group, Inc. | 31,318 | $256.8 萬 | 2.47% | +801+2.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 31,242 | $255.9 萬 | 0.03% | −2,104−6.3% | 減碼 |
| Veritable, L.P. | 31,098 | $255.0 萬 | 0.05% | −12,229−28.2% | 減碼 |
| Profund Advisors LLC | 30,988 | $254.1 萬 | 0.16% | −1,548−4.8% | 減碼 |
| Marathon Capital Management | 30,671 | $251.5 萬 | 0.81% | −964−3.0% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,312 | $248.5 萬 | 0.84% | −40−0.1% | 減碼 |
| Gotham Asset Management, LLC | 30,141 | $247.1 萬 | 0.08% | −3,216−9.6% | 減碼 |
| Caption Management, LLC | 29,900 | $245.2 萬 | 0.22% | +29,900 | 新進 |
| Bessemer Group Inc | 29,566 | $242.3 萬 | 0.01% | +9,136+44.7% | 加碼 |
| Riverview Capital Advisers, LLC | 29,534 | $242.1 萬 | 1.34% | −3,420−10.4% | 減碼 |
| Fundamentun, LLC | 29,498 | $241.9 萬 | 0.46% | −168−0.6% | 減碼 |
| Davenport & Co LLC | 29,183 | $239.3 萬 | 0.02% | +53+0.2% | 加碼 |
| Icon Advisers Inc | 29,000 | $237.8 萬 | 0.55% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 28,976 | $237.6 萬 | 0.10% | +104+0.4% | 加碼 |
| Scissortail Wealth Management, LLC | 32,694 | $236.9 萬 | 0.91% | −15,961−32.8% | 減碼 |
| Leonteq Securities AG | 28,876 | $236.8 萬 | 0.11% | +5,538+23.7% | 加碼 |
| 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 |
| Brinker Capital Investments, LLC | 28,597 | $234.5 萬 | 0.04% | −1,670−5.5% | 減碼 |
| Parsons Capital Management Inc | 28,566 | $234.2 萬 | 0.21% | −442−1.5% | 減碼 |
| Intech Investment Management LLC | 28,483 | $233.5 萬 | 0.01% | +28,483 | 新進 |
| Pinkerton Retirement Specialists, LLC | 28,452 | $233.3 萬 | 0.71% | −4,957−14.8% | 減碼 |
| Mount Lucas Management LP | 28,253 | $231.6 萬 | 0.78% | +28,253 | 新進 |
| Silvercrest Asset Management Group LLC | 28,103 | $230.4 萬 | 0.02% | −64−0.2% | 減碼 |
| Resources Investment Advisors, LLC. | 27,897 | $228.7 萬 | 0.10% | −218−0.8% | 減碼 |
| Citizens National Bank Trust Department | 27,899 | $228.7 萬 | 0.66% | +15,925+133.0% | 加碼 |
| Verition Fund Management LLC | 27,716 | $227.2 萬 | 0.05% | +13,396+93.5% | 加碼 |
| CFM Wealth Partners LLC | 27,347 | $224.2 萬 | 0.67% | −371−1.3% | 減碼 |
| Unison Advisors LLC | 27,339 | $224.2 萬 | 0.58% | +289+1.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 27,228 | $223.2 萬 | 0.25% | +27,228 | 新進 |
| Shelton Capital Management | 27,196 | $223.0 萬 | 0.10% | +340+1.3% | 加碼 |
| FDx Advisors, Inc. | 27,185 | $222.9 萬 | 0.08% | −2,051−7.0% | 減碼 |
| Becker Capital Management Inc | 27,183 | $222.9 萬 | 0.11% | −1,736−6.0% | 減碼 |
| Prio Wealth Limited Partnership | 27,153 | $222.6 萬 | 0.09% | −266−1.0% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 27,072 | $222.0 萬 | 0.26% | +523+2.0% | 加碼 |
| Ziegler Capital Management, LLC | 27,050 | $221.8 萬 | 0.09% | −206−0.8% | 減碼 |
| Stock Yards Bank & Trust Co | 26,973 | $221.2 萬 | 0.09% | +15,648+138.2% | 加碼 |
| Jackson Square Capital, LLC | 26,682 | $218.8 萬 | 0.92% | +26,682 | 新進 |
| Principle Wealth Partners LLC | 26,646 | $218.5 萬 | 0.26% | +241+0.9% | 加碼 |
| SWS Partners | 26,598 | $218.1 萬 | 1.84% | −3,063−10.3% | 減碼 |
| Balyasny Asset Management LLC | 26,591 | $218.0 萬 | 0.01% | −329,044−92.5% | 減碼 |
| Prelude Capital Management, LLC | 26,445 | $216.8 萬 | 0.11% | +13,997+112.4% | 加碼 |
| Mattern Wealth Management LLC | 26,403 | $216.5 萬 | 0.85% | +870+3.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 26,382 | $216.3 萬 | 0.05% | −44,441−62.7% | 減碼 |
| River Wealth Advisors LLC | 26,115 | $214.1 萬 | 0.39% | +2,096+8.7% | 加碼 |
| New Mexico Educational Retirement Board | 25,928 | $212.6 萬 | 0.10% | −1,300−4.8% | 減碼 |
| Garrison Asset Management, LLC | 25,703 | $210.7 萬 | 1.41% | −198−0.8% | 減碼 |
| TCG Advisory Services, LLC | 25,282 | $207.3 萬 | 0.65% | +25,282 | 新進 |
| Baxter Bros Inc | 25,243 | $207.0 萬 | 0.37% | +3,167+14.3% | 加碼 |
| Regions Financial Corp | 25,045 | $205.4 萬 | 0.02% | −442−1.7% | 減碼 |
| German American Bancorp, Inc. | 24,956 | $204.6 萬 | 0.34% | −767−3.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 24,906 | $204.2 萬 | 0.12% | −563−2.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 24,883 | $204.0 萬 | 0.04% | −5,242−17.4% | 減碼 |
| SevenBridge Financial Group, LLC | 24,814 | $203.4 萬 | 0.82% | −576−2.3% | 減碼 |
| Thrivent Financial for Lutherans | 24,790 | $203.2 萬 | 0.01% | +4,216+20.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 24,513 | $201.0 萬 | 0.52% | +6,399+35.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 24,399 | $200.0 萬 | 0.03% | −7,973−24.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 24,360 | $199.7 萬 | 0.07% | −532−2.1% | 減碼 |
| O'Keefe Stevens Advisory, Inc. | 24,357 | $199.7 萬 | 1.22% | −114−0.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 24,362 | $199.7 萬 | 0.04% | +1,064+4.6% | 加碼 |
| Argyle Capital Management Inc. | 24,269 | $199.0 萬 | 0.71% | 00.0% | 不變 |
| Prudential PLC | 24,159 | $198.1 萬 | 0.04% | −1,223−4.8% | 減碼 |
| Infrastructure Capital Advisors, LLC | 24,113 | $197.8 萬 | 0.39% | −260,711−91.5% | 減碼 |
| Gladstone Institutional Advisory LLC | 23,901 | $196.0 萬 | 0.16% | −1,102−4.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 23,726 | $194.5 萬 | 0.05% | +1,925+8.8% | 加碼 |
| Winton Group Ltd | 23,328 | $191.3 萬 | 0.10% | −8,126−25.8% | 減碼 |
| TD Private Client Wealth LLC | 23,315 | $191.2 萬 | 0.09% | +113+0.5% | 加碼 |
| Green Square Capital Advisors LLC | 23,239 | $190.5 萬 | 0.35% | +376+1.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 23,164 | $189.9 萬 | 0.10% | +23,164 | 新進 |
| MAI Capital Management | 22,830 | $187.2 萬 | 0.04% | +1,165+5.4% | 加碼 |
| Arkadios Wealth Advisors | 22,811 | $187.0 萬 | 0.28% | +3,451+17.8% | 加碼 |
| Meeder Asset Management Inc | 22,767 | $186.7 萬 | 0.11% | +6,089+36.5% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 22,634 | $185.6 萬 | 1.45% | +2,327+11.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 22,554 | $184.9 萬 | 0.04% | +888+4.1% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,541 | $184.8 萬 | 1.72% | +1,432+6.8% | 加碼 |
| TownSquare Capital, LLC | 22,495 | $184.4 萬 | 0.05% | +650+3.0% | 加碼 |
| Paloma Partners Management Co | 22,343 | $183.2 萬 | 0.18% | −35,275−61.2% | 減碼 |
| Corient Capital Partners, LLC | 22,206 | $182.0 萬 | 0.14% | −288−1.3% | 減碼 |
| City Holding Co | 22,080 | $181.0 萬 | 0.34% | −430−1.9% | 減碼 |
| Teamwork Financial Advisors, LLC | 22,054 | $180.8 萬 | 0.39% | −19,217−46.6% | 減碼 |
| LexAurum Advisors, LLC | 21,859 | $179.2 萬 | 0.67% | −6,500−22.9% | 減碼 |
| Bailard, Inc. | 21,664 | $177.6 萬 | 0.07% | +5,629+35.1% | 加碼 |