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 |
|---|---|---|---|---|---|
| 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 |
| Fiduciary Trust Co | 13,791 | $113.1 萬 | 0.02% | −999−6.8% | 減碼 |
| Americana Partners, LLC | 13,906 | $111.8 萬 | 0.20% | +6,584+89.9% | 加碼 |
| Seeyond | 13,610 | $111.5 萬 | 0.13% | +6,392+88.6% | 加碼 |
| Cowa, LLC | 13,520 | $110.7 萬 | 0.64% | +2,654+24.4% | 加碼 |
| 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 |
| Bartlett & Co. LLC | 13,337 | $109.4 萬 | 0.02% | −4,880−26.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 13,337 | $109.4 萬 | 0.02% | −4,880−26.8% | 減碼 |
| First Hawaiian Bank | 13,341 | $109.3 萬 | 0.04% | −69−0.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 13,288 | $109.0 萬 | 0.12% | +386+3.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 13,100 | $107.4 萬 | 0.02% | +4,377+50.2% | 加碼 |
| Barry Investment Advisors, LLC | 12,944 | $106.1 萬 | 0.32% | −81−0.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 12,929 | $106.0 萬 | 0.09% | 00.0% | 不變 |
| Welch & Forbes LLC | 12,831 | $105.2 萬 | 0.02% | +85+0.7% | 加碼 |
| Strategic Advisors LLC | 12,820 | $105.1 萬 | 0.22% | −1,505−10.5% | 減碼 |
| Procyon Private Wealth Partners, LLC | 12,744 | $104.5 萬 | 0.23% | −11−0.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 12,659 | $103.8 萬 | 0.44% | −209−1.6% | 減碼 |
| Ar Asset Management Inc | 12,600 | $103.3 萬 | 0.29% | 00.0% | 不變 |
| Seven Eight Capital, LP | 12,511 | $102.6 萬 | 0.41% | +12,511 | 新進 |
| Bristol John W & Co Inc | 12,500 | $102.5 萬 | 0.03% | 00.0% | 不變 |
| South State Corp. | 12,437 | $102.0 萬 | 0.10% | +524+4.4% | 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 |
| Williams Jones Wealth Management, LLC. | 12,264 | $100.6 萬 | 0.02% | +7,751+171.7% | 加碼 |
| Vestcor Inc | 12,245 | $100.4 萬 | 0.04% | −44,304−78.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 12,226 | $100.2 萬 | 0.00% | +5,629+85.3% | 加碼 |
| AlphaStar Capital Management, LLC | 12,204 | $100.1 萬 | 0.09% | +2,470+25.4% | 加碼 |
| Bangor Savings Bank | 12,102 | $99.2 萬 | 0.11% | −146−1.2% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 12,035 | $99.0 萬 | 0.04% | +1,604+15.4% | 加碼 |
| BBR Partners, LLC | 12,032 | $98.7 萬 | 0.12% | 00.0% | 不變 |
| 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 |
| 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 |
| DCM Advisors, LLC | 11,920 | $97.8 萬 | 0.42% | −794−6.2% | 減碼 |
| Buckingham Strategic Wealth, LLC | 11,865 | $97.3 萬 | 0.02% | +442+3.9% | 加碼 |
| Exeter Financial, LLC | 11,825 | $97.0 萬 | 0.54% | +175+1.5% | 加碼 |
| YHB Investment Advisors, Inc. | 11,814 | $96.9 萬 | 0.10% | +1,470+14.2% | 加碼 |
| Evercore Wealth Management, LLC | 11,774 | $96.5 萬 | 0.02% | −116−1.0% | 減碼 |
| Pavion Blue Capital, LLC | 11,748 | $96.3 萬 | 0.65% | −256−2.1% | 減碼 |
| Bragg Financial Advisors, Inc | 11,728 | $96.2 萬 | 0.06% | −45−0.4% | 減碼 |
| Fairfield, Bush & Co. | 11,675 | $95.7 萬 | 0.56% | +930+8.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 11,588 | $95.0 萬 | 0.26% | −7,239−38.5% | 減碼 |
| Paragon Capital Management LLC | 11,556 | $94.8 萬 | 0.56% | +108+0.9% | 加碼 |
| Kesler, Norman & Wride, LLC | 11,538 | $94.6 萬 | 0.26% | +69+0.6% | 加碼 |
| Martingale Asset Management L P | 11,275 | $92.5 萬 | 0.02% | +1,795+18.9% | 加碼 |
| Apollon Wealth Management, LLC | 11,245 | $92.2 萬 | 0.08% | −2,186−16.3% | 減碼 |
| Epoch Investment Partners, Inc. | 11,204 | $91.9 萬 | 0.01% | +1,942+21.0% | 加碼 |
| Csenge Advisory Group | 11,159 | $91.5 萬 | 0.08% | +3,510+45.9% | 加碼 |
| Veriti Management LLC | 11,158 | $91.5 萬 | 0.13% | +3,789+51.4% | 加碼 |
| Duality Advisers, LP | 11,101 | $91.0 萬 | 0.09% | −36,981−76.9% | 減碼 |
| HYA Advisors, Inc | 11,082 | $90.9 萬 | 0.36% | +89+0.8% | 加碼 |
| Aquila Investment Management LLC | 11,000 | $90.2 萬 | 0.64% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 10,972 | $90.0 萬 | 0.39% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 10,937 | $89.6 萬 | 0.07% | −5,733−34.4% | 減碼 |
| Wetherby Asset Management Inc | 10,905 | $89.4 萬 | 0.06% | −1,254−10.3% | 減碼 |
| Diversified Trust Co | 10,877 | $89.2 萬 | 0.04% | −2,494−18.7% | 減碼 |
| Boston Trust Walden Corp | 10,868 | $89.1 萬 | 0.01% | −925−7.8% | 減碼 |
| Clearbridge Investments, LLC | 10,847 | $88.9 萬 | 0.00% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 10,752 | $88.2 萬 | 0.06% | +31+0.3% | 加碼 |
| Independent Financial Group, LLC | 10,753 | $88.2 萬 | 0.09% | −35,118−76.6% | 減碼 |
| 17 Capital Partners, LLC | 10,720 | $87.9 萬 | 1.11% | −95−0.9% | 減碼 |
| Basepoint Wealth LLC | 10,676 | $87.5 萬 | 0.91% | −3,368−24.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 10,647 | $87.3 萬 | 0.11% | +4,438+71.5% | 加碼 |
| Harbor Investment Advisory, LLC | 10,521 | $86.3 萬 | 0.14% | +1,047+11.1% | 加碼 |
| Full Sail Capital, LLC | 10,519 | $86.2 萬 | 0.08% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 10,517 | $86.2 萬 | 0.01% | +4,179+65.9% | 加碼 |
| Hennessy Advisors Inc | 10,500 | $86.1 萬 | 0.05% | +2,400+29.6% | 加碼 |
| Bradley Foster & Sargent Inc | 10,474 | $85.9 萬 | 0.02% | +450+4.5% | 加碼 |
| Steel Peak Wealth Management LLC | 10,413 | $85.4 萬 | 0.06% | −2,400−18.7% | 減碼 |
| Eudaimonia Partners, LLC | 10,406 | $85.3 萬 | 0.16% | +906+9.5% | 加碼 |
| Credit Agricole S A | 10,370 | $85.0 萬 | 0.03% | −3,368−24.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,343 | $84.8 萬 | 0.03% | +6,442+165.1% | 加碼 |
| Fortem Financial Group, LLC | 10,315 | $84.6 萬 | 0.55% | +10,315 | 新進 |
| Resources Management Corp | 10,305 | $84.5 萬 | 0.14% | −10−0.1% | 減碼 |
| Columbia Trust Co 01012016 | 10,283 | $84.3 萬 | 0.45% | +303+3.0% | 加碼 |
| Longfellow Investment Management Co LLC | 10,211 | $83.8 萬 | 0.18% | 00.0% | 不變 |
| Adirondack Trust Co | 10,039 | $82.3 萬 | 0.44% | +252+2.6% | 加碼 |
| Miller Howard Investments Inc | 10,019 | $82.1 萬 | 0.03% | +671+7.2% | 加碼 |
| Stillwater Investment Management, LLC | 9,779 | $80.2 萬 | 0.24% | −281−2.8% | 減碼 |
| Valeo Financial Advisors, LLC | 9,767 | $80.1 萬 | 0.05% | +314+3.3% | 加碼 |
| Covenant Partners, LLC | 9,754 | $80.0 萬 | 0.37% | +1,174+13.7% | 加碼 |
| Investors Research Corp | 9,723 | $79.7 萬 | 0.24% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 9,705 | $79.6 萬 | 0.03% | −774−7.4% | 減碼 |
| Stevens Capital Management LP | 9,675 | $79.3 萬 | 0.55% | −15,028−60.8% | 減碼 |
| Boenning & Scattergood, Inc. | 9,678 | $79.3 萬 | 0.15% | +10.0% | 加碼 |
| Summit Financial, LLC | 9,669 | $79.3 萬 | 0.07% | −41−0.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,557 | $78.6 萬 | 0.02% | −36,965−79.5% | 減碼 |
| Dearborn Partners LLC | 9,576 | $78.5 萬 | 0.03% | −323−3.3% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 9,548 | $78.3 萬 | 0.09% | −202−2.1% | 減碼 |
| Parcion Private Wealth LLC | 9,218 | $77.9 萬 | 0.08% | +106+1.2% | 加碼 |
| USA Financial Portformulas Corp | 9,504 | $77.9 萬 | 0.97% | +9,504 | 新進 |
| V Wealth Advisors LLC | 9,474 | $77.7 萬 | 0.15% | +159+1.7% | 加碼 |
| Snowden Capital Advisors LLC | 9,469 | $77.6 萬 | 0.03% | +240+2.6% | 加碼 |
| Haverford Trust Co | 9,445 | $77.4 萬 | 0.01% | +400+4.4% | 加碼 |
| Citizens Financial Group Inc | 9,401 | $77.1 萬 | 0.03% | +169+1.8% | 加碼 |
| First National Trust Co | 9,396 | $77.0 萬 | 0.04% | +40+0.4% | 加碼 |
| Jacobi Capital Management LLC | 9,387 | $76.9 萬 | 0.10% | +103+1.1% | 加碼 |