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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 21,431 | $175.7 萬 | 0.08% | +484+2.3% | 加碼 |
| Hodges Capital Management Inc. | 21,384 | $175.3 萬 | 0.18% | +4,152+24.1% | 加碼 |
| Aquatic Capital Management LLC | 21,300 | $174.6 萬 | 0.57% | +19,600+1,152.9% | 加碼 |
| Wilen Investment Management Corp. | 21,416 | $174.5 萬 | 1.52% | −300−1.4% | 減碼 |
| Patten & Patten Inc | 21,282 | $174.5 萬 | 0.15% | +4,005+23.2% | 加碼 |
| Neville Rodie & Shaw Inc | 21,172 | $173.6 萬 | 0.16% | −200−0.9% | 減碼 |
| Cardinal Capital Management | 21,094 | $172.9 萬 | 0.40% | +474+2.3% | 加碼 |
| Hiddenite Capital Partners LP | 21,022 | $172.4 萬 | 2.44% | +21,022 | 新進 |
| Wedbush Securities Inc | 21,003 | $172.2 萬 | 0.09% | −5,458−20.6% | 減碼 |
| Koshinski Asset Management, Inc. | 20,863 | $171.1 萬 | 0.17% | +70.0% | 加碼 |
| Hartford Financial Management Inc. | 20,794 | $170.5 萬 | 0.47% | +33+0.2% | 加碼 |
| Cetera Investment Advisers | 20,748 | $170.1 萬 | 0.03% | +3,726+21.9% | 加碼 |
| First Nebraska Trust Co | 20,591 | $168.8 萬 | 0.22% | −50−0.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,530 | $168.7 萬 | 0.03% | +2,192+12.0% | 加碼 |
| Cheviot Value Management, LLC | 20,562 | $168.6 萬 | 0.42% | +249+1.2% | 加碼 |
| Somerset Trust Co | 20,519 | $168.2 萬 | 0.74% | +287+1.4% | 加碼 |
| Vident Investment Advisory, LLC | 20,431 | $167.5 萬 | 0.05% | +3,924+23.8% | 加碼 |
| Strategic Financial Services, Inc, | 20,310 | $166.5 萬 | 0.14% | −948−4.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 19,983 | $163.9 萬 | 0.09% | +6,367+46.8% | 加碼 |
| Pinnacle Wealth Management, LLC | 19,817 | $162.5 萬 | 2.28% | −4,115−17.2% | 減碼 |
| Cetera Advisors LLC | 19,741 | $161.9 萬 | 0.04% | +1,362+7.4% | 加碼 |
| apricus wealth, LLC | 19,635 | $161.0 萬 | 1.47% | −750−3.7% | 減碼 |
| Mather Group, LLC. | 19,639 | $161.0 萬 | 0.04% | +5,977+43.7% | 加碼 |
| B. Riley Wealth Management, Inc. | 19,395 | $159.0 萬 | 0.15% | +1,952+11.2% | 加碼 |
| Toroso Investments, LLC | 19,299 | $158.2 萬 | 0.06% | +11,558+149.3% | 加碼 |
| Carret Asset Management, LLC | 19,240 | $157.7 萬 | 0.22% | −400−2.0% | 減碼 |
| Trustmark National Bank Trust Department | 19,133 | $156.8 萬 | 0.14% | −7,253−27.5% | 減碼 |
| Keystone Wealth Services, LLC | 19,118 | $156.8 萬 | 0.70% | +50.0% | 加碼 |
| Advisor Partners LLC | 18,895 | $154.9 萬 | 0.11% | +1,859+10.9% | 加碼 |
| Burney Co | 18,878 | $154.8 萬 | 0.08% | +603+3.3% | 加碼 |
| CSS LLC | 18,712 | $153.4 萬 | 0.07% | 00.0% | 不變 |
| JustInvest LLC | 18,584 | $152.4 萬 | 0.07% | +6,429+52.9% | 加碼 |
| Icon Wealth Partners, LLC | 18,431 | $151.1 萬 | 0.18% | −48−0.3% | 減碼 |
| Western Wealth Management, LLC | 18,425 | $151.1 萬 | 0.09% | +2,990+19.4% | 加碼 |
| Greylin Investment Mangement Inc | 18,352 | $150.5 萬 | 0.29% | −1,000−5.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 18,340 | $150.4 萬 | 0.07% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 18,300 | $150.0 萬 | 0.24% | 00.0% | 不變 |
| Intrust Bank NA | 18,066 | $148.1 萬 | 0.21% | +164+0.9% | 加碼 |
| Financial Counselors Inc | 17,985 | $147.5 萬 | 0.03% | +277+1.6% | 加碼 |
| Citizens Business Bank | 17,955 | $147.3 萬 | 0.21% | 00.0% | 不變 |
| Auxier Asset Management | 17,912 | $146.9 萬 | 0.26% | −150−0.8% | 減碼 |
| Fernwood Investment Management, LLC | 17,880 | $146.6 萬 | 0.63% | +100+0.6% | 加碼 |
| HBK Sorce Advisory LLC | 17,568 | $144.0 萬 | 0.11% | −4,086−18.9% | 減碼 |
| OPSEU Pension Plan Trust Fund | 17,360 | $143.6 萬 | 0.36% | −151−0.9% | 減碼 |
| Moser Wealth Advisors, LLC | 17,438 | $143.0 萬 | 1.06% | −91−0.5% | 減碼 |
| Bridgewater Associates, LP | 17,164 | $140.7 萬 | 0.01% | +17,164 | 新進 |
| National Bank of Canada | 16,781 | $140.1 萬 | 0.01% | +209+1.3% | 加碼 |
| 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 |
| Sonora Investment Management Group, LLC | 16,966 | $139.1 萬 | 0.13% | −790−4.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 16,945 | $138.9 萬 | 0.12% | +1,864+12.4% | 加碼 |
| Lincoln National Corp | 16,902 | $138.5 萬 | 0.03% | +157+0.9% | 加碼 |
| Azzad Asset Management Inc | 18,029 | $138.3 萬 | 0.14% | +18,029 | 新進 |
| 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 |
| Dynamic Advisor Solutions LLC | 16,811 | $137.8 萬 | 0.11% | +256+1.5% | 加碼 |
| TBH Global Asset Management, LLC | 16,748 | $137.3 萬 | 0.33% | +20.0% | 加碼 |
| Sigma Planning Corp | 16,603 | $136.1 萬 | 0.05% | +4,437+36.5% | 加碼 |
| Telemus Capital, LLC | 16,590 | $136.0 萬 | 0.13% | +79+0.5% | 加碼 |
| Synovus Financial Corp | 16,492 | $134.9 萬 | 0.02% | +235+1.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,437 | $134.8 萬 | 0.12% | +2,627+19.0% | 加碼 |
| Cobblestone Capital Advisors LLC | 16,412 | $134.6 萬 | 0.10% | +30+0.2% | 加碼 |
| Bowling Portfolio Management LLC | 16,276 | $133.4 萬 | 0.34% | −359−2.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,198 | $132.8 萬 | 0.01% | +1,055+7.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 16,179 | $132.7 萬 | 0.29% | +1,118+7.4% | 加碼 |
| BNC Wealth Management, LLC | 16,054 | $131.6 萬 | 0.69% | +12,927+413.4% | 加碼 |
| CWM, LLC | 15,916 | $130.5 萬 | 0.01% | +1,831+13.0% | 加碼 |
| Cunning Capital Partners, LP | 15,800 | $129.5 萬 | 1.00% | +15,800 | 新進 |
| Cresset Asset Management, LLC | 15,644 | $128.3 萬 | 0.02% | −7,817−33.3% | 減碼 |
| 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 |
| Tower Bridge Advisors | 15,605 | $127.9 萬 | 0.10% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 15,602 | $127.9 萬 | 0.07% | +7,900+102.6% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 15,455 | $126.7 萬 | 0.60% | +874+6.0% | 加碼 |
| Capital Advisors Inc | 15,430 | $126.5 萬 | 0.04% | +4,399+39.9% | 加碼 |
| Dowling & Yahnke LLC | 15,277 | $125.3 萬 | 0.06% | −814−5.1% | 減碼 |
| Everett Harris & Co | 15,261 | $125.1 萬 | 0.02% | −1,087−6.6% | 減碼 |
| HAP Trading, LLC | 15,216 | $124.8 萬 | 0.16% | +15,216 | 新進 |
| Nikko Asset Management Americas, Inc. | 15,031 | $124.4 萬 | 0.02% | +359+2.4% | 加碼 |
| STRS Ohio | 15,148 | $124.1 萬 | 0.01% | −8,077−34.8% | 減碼 |
| Quadrature Capital Ltd | 15,033 | $123.3 萬 | 0.05% | −24,453−61.9% | 減碼 |
| Mountain Capital Investment Advisors, Inc | 14,887 | $122.9 萬 | 0.61% | −541−3.5% | 減碼 |
| Gsa Capital Partners LLP | 14,919 | $122.3 萬 | 0.18% | +14,919 | 新進 |
| Armor Investment Advisors, LLC | 14,841 | $121.7 萬 | 0.79% | −584−3.8% | 減碼 |
| Arvest Trust Co N A | 14,697 | $120.5 萬 | 0.08% | −5,292−26.5% | 減碼 |
| Guardian Wealth Management, Inc. | 14,666 | $120.2 萬 | 1.29% | +103+0.7% | 加碼 |
| Harbour Investment Management LLC | 14,560 | $119.4 萬 | 0.72% | −400−2.7% | 減碼 |
| Terry L. Blaker | 14,508 | $119.0 萬 | 0.12% | +283+2.0% | 加碼 |
| Frontier Wealth Management LLC | 14,504 | $118.9 萬 | 0.09% | −1,688−10.4% | 減碼 |
| Moors & Cabot, Inc. | 14,383 | $117.9 萬 | 0.08% | −160−1.1% | 減碼 |
| Connecticut Wealth Management, LLC | 14,365 | $117.8 萬 | 0.10% | +344+2.5% | 加碼 |
| Fruth Investment Management | 13,445 | $117.5 萬 | 0.32% | +400+3.1% | 加碼 |
| HB Wealth Management, LLC | 14,281 | $117.1 萬 | 0.02% | +1,865+15.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 14,268 | $117.0 萬 | 0.10% | +8,355+141.3% | 加碼 |
| Gries Financial LLC | 14,164 | $116.1 萬 | 0.55% | +316+2.3% | 加碼 |
| Stephens Inc | 14,117 | $115.7 萬 | 0.02% | −509−3.5% | 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 |
| Engineers Gate Manager LP | 14,073 | $115.4 萬 | 0.04% | −53,277−79.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 13,909 | $114.0 萬 | 0.01% | +4,021+40.7% | 加碼 |