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 |
|---|---|---|---|---|---|
| Atlas Private Wealth Management | 6,641 | $54.5 萬 | 0.37% | −57−0.9% | 減碼 |
| Vanguard Capital Wealth Advisors | 6,622 | $54.3 萬 | 0.61% | −3,125−32.1% | 減碼 |
| Sandy Spring Bank | 6,548 | $53.7 萬 | 0.03% | −34−0.5% | 減碼 |
| C2C Wealth Management, LLC | 6,267 | $53.5 萬 | 0.10% | 00.0% | 不變 |
| MQS Management LLC | 6,526 | $53.5 萬 | 0.37% | +3,082+89.5% | 加碼 |
| TD Ameritrade Investment Management, LLC | 6,518 | $53.4 萬 | 0.00% | −2,030−23.7% | 減碼 |
| Intrua Financial, LLC | 6,516 | $53.4 萬 | 0.11% | +30.0% | 加碼 |
| U S Global Investors Inc | 6,500 | $53.3 萬 | 0.03% | 00.0% | 不變 |
| Miller Investment Management, LP | 6,500 | $53.3 萬 | 0.11% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 6,499 | $53.2 萬 | 0.01% | −157−2.4% | 減碼 |
| Savant Capital, LLC | 6,474 | $53.1 萬 | 0.02% | +676+11.7% | 加碼 |
| Teza Capital Management LLC | 6,475 | $53.1 萬 | 0.20% | +6,475 | 新進 |
| Westhampton Capital, LLC | 6,453 | $52.9 萬 | 0.37% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 6,436 | $52.8 萬 | 0.21% | −78−1.2% | 減碼 |
| South Street Advisors LLC | 6,420 | $52.6 萬 | 0.12% | 00.0% | 不變 |
| Covington Capital Management | 6,341 | $52.0 萬 | 0.02% | −617−8.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,344 | $52.0 萬 | 0.03% | +1,480+30.4% | 加碼 |
| MCF Advisors LLC | 6,334 | $51.9 萬 | 0.05% | +387+6.5% | 加碼 |
| Wealth Alliance | 6,318 | $51.8 萬 | 0.10% | −294−4.4% | 減碼 |
| Spire Wealth Management | 6,315 | $51.8 萬 | 0.02% | −263−4.0% | 減碼 |
| Bennicas & Associates, Inc. | 6,300 | $51.7 萬 | 0.30% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 6,285 | $51.5 萬 | 0.05% | +1,903+43.4% | 加碼 |
| Palisade Asset Management, LLC | 6,259 | $51.3 萬 | 0.07% | −310−4.7% | 減碼 |
| American Financial Group Inc | 6,250 | $51.2 萬 | 0.17% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,208 | $50.9 萬 | 0.02% | +1,286+26.1% | 加碼 |
| Pacific Global Investment Management CO | 6,196 | $50.8 萬 | 0.12% | −5−0.1% | 減碼 |
| Cigna Investments Inc | 6,173 | $50.7 萬 | 0.10% | −2,014−24.6% | 減碼 |
| Deseret Mutual Benefit Administrators | 6,187 | $50.7 萬 | 0.11% | 00.0% | 不變 |
| Symmetry Partners, LLC | 6,174 | $50.6 萬 | 0.03% | 00.0% | 不變 |
| Signaturefd, LLC | 6,162 | $50.5 萬 | 0.02% | +1,236+25.1% | 加碼 |
| Mission Wealth Management, LP | 6,141 | $50.4 萬 | 0.03% | +709+13.1% | 加碼 |
| Allen Capital Group, LLC | 6,091 | $49.9 萬 | 0.10% | +10.0% | 加碼 |
| Valmark Advisers, Inc. | 6,086 | $49.9 萬 | 0.01% | +614+11.2% | 加碼 |
| Peoples Financial Services Corp. | 6,060 | $49.7 萬 | 0.24% | −477−7.3% | 減碼 |
| Maven Securities LTD | 6,059 | $49.7 萬 | 0.09% | +6,059 | 新進 |
| Shepherd Kaplan Krochuk, LLC | 6,050 | $49.6 萬 | 0.22% | 00.0% | 不變 |
| Argent Trust Co | 6,043 | $49.6 萬 | 0.03% | +132+2.2% | 加碼 |
| Heck Capital Advisors, LLC | 6,021 | $49.4 萬 | 0.10% | 00.0% | 不變 |
| Lido Advisors, LLC | 5,999 | $49.1 萬 | 0.01% | +475+8.6% | 加碼 |
| Stockman Wealth Management, Inc. | 5,968 | $48.9 萬 | 0.12% | −4,751−44.3% | 減碼 |
| Clarius Group, LLC | 5,970 | $48.9 萬 | 0.05% | +155+2.7% | 加碼 |
| Graham Capital Management, L.P. | 5,956 | $48.8 萬 | 0.02% | −2,428−29.0% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,941 | $48.7 萬 | 0.35% | −1,698−22.2% | 減碼 |
| ICA Group Wealth Management, LLC | 5,510 | $48.7 萬 | 0.09% | −646−10.5% | 減碼 |
| Roof Eidam & Maycock | 5,910 | $48.5 萬 | 0.18% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 5,917 | $48.5 萬 | 0.05% | +205+3.6% | 加碼 |
| Rosenberg Matthew Hamilton | 5,749 | $48.5 萬 | 0.18% | +91+1.6% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,909 | $48.4 萬 | 0.12% | +7+0.1% | 加碼 |
| Fisher Asset Management, LLC | 5,861 | $48.1 萬 | 0.00% | −2,030−25.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,829 | $47.8 萬 | 0.09% | +23+0.4% | 加碼 |
| Aspen Investment Management Inc | 5,818 | $47.7 萬 | 0.30% | +5,818 | 新進 |
| Weatherly Asset Management L. P. | 5,757 | $47.2 萬 | 0.07% | −601−9.5% | 減碼 |
| Groesbeck Investment Management Corp | 5,746 | $47.1 萬 | 0.78% | −5−0.1% | 減碼 |
| Essex Savings Bank | 5,750 | $47.1 萬 | 0.18% | +11+0.2% | 加碼 |
| Waddell & Associates, LLC | 5,740 | $47.1 萬 | 0.10% | +5,740 | 新進 |
| Cutler Group LP | 5,744 | $47.0 萬 | 0.06% | −787−12.1% | 減碼 |
| Bivin & Associates, Inc. | 5,720 | $46.9 萬 | 0.50% | +200+3.6% | 加碼 |
| Valley Brook Capital Group | 5,731 | $46.9 萬 | 0.48% | +426+8.0% | 加碼 |
| FRG Family Wealth Advisors LLC | 5,703 | $46.8 萬 | 0.11% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 5,701 | $46.7 萬 | 0.21% | +5,701 | 新進 |
| Cambridge Trust Co | 5,689 | $46.6 萬 | 0.02% | −80−1.4% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,667 | $46.5 萬 | 0.03% | +5,667 | 新進 |
| Blueshift Asset Management, LLC | 5,660 | $46.4 萬 | 0.08% | −1,178−17.2% | 減碼 |
| Zacks Investment Management | 5,665 | $46.4 萬 | 0.01% | +5,665 | 新進 |
| Ambassador Advisors, LLC | 5,641 | $46.3 萬 | 0.10% | 00.0% | 不變 |
| Campion Asset Management LLC | 5,596 | $45.9 萬 | 0.45% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 5,528 | $45.3 萬 | 0.00% | +1,423+34.7% | 加碼 |
| Outfitter Financial LLC | 5,500 | $45.1 萬 | 0.41% | 00.0% | 不變 |
| Enhancing Capital LLC | 5,500 | $45.1 萬 | 0.54% | 00.0% | 不變 |
| Brewin Dolphin Ltd | 5,500 | $45.1 萬 | 0.02% | 00.0% | 不變 |
| Regent Investment Management LLC | 5,475 | $44.9 萬 | 0.13% | −10−0.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,463 | $44.7 萬 | 0.05% | +892+19.5% | 加碼 |
| Patron Partners Advisors, LLC | 5,444 | $44.6 萬 | 0.35% | +125+2.4% | 加碼 |
| Integrated Advisors Network LLC | 5,382 | $44.1 萬 | 0.03% | +174+3.3% | 加碼 |
| Dividend Assets Capital, LLC | 5,327 | $43.7 萬 | 0.09% | −797−13.0% | 減碼 |
| Washington Trust Co | 5,270 | $43.3 萬 | 0.02% | −100−1.9% | 減碼 |
| Kovack Advisors, Inc. | 5,267 | $43.2 萬 | 0.06% | −265−4.8% | 減碼 |
| Trust Co of Toledo NA | 5,274 | $43.2 萬 | 0.08% | +23+0.4% | 加碼 |
| Connectus Wealth, LLC | 5,275 | $43.2 萬 | 0.01% | +5,275 | 新進 |
| Institutional & Family Asset Management, LLC | 5,239 | $43.0 萬 | 0.08% | −20.0% | 減碼 |
| FineMark National Bank & Trust | 5,243 | $43.0 萬 | 0.02% | +908+20.9% | 加碼 |
| Weaver Consulting Group | 5,194 | $42.6 萬 | 0.24% | −305−5.5% | 減碼 |
| Brandywine Oak Private Wealth LLC | 5,193 | $42.5 萬 | 0.05% | +4+0.1% | 加碼 |
| Whittier Trust Co | 5,144 | $42.2 萬 | 0.01% | −65−1.2% | 減碼 |
| Inlet Private Wealth, LLC | 5,147 | $42.2 萬 | 0.12% | +20+0.4% | 加碼 |
| Garrison Point Advisors, LLC | 5,105 | $41.9 萬 | 0.35% | −300−5.6% | 減碼 |
| Moody National Bank Trust Division | 5,108 | $41.9 萬 | 0.04% | +5,108 | 新進 |
| Linscomb & Williams, Inc. | 5,097 | $41.8 萬 | 0.02% | −3,593−41.3% | 減碼 |
| Centaurus Financial, Inc. | 5,100 | $41.8 萬 | 0.04% | −2,867−36.0% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 4,700 | $41.8 萬 | 1.11% | +4,700 | 新進 |
| Whittier Trust Co of Nevada Inc | 5,076 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Probity Advisors, Inc. | 5,078 | $41.6 萬 | 0.10% | +110+2.2% | 加碼 |
| Gofen & Glossberg LLC | 5,077 | $41.6 萬 | 0.01% | +252+5.2% | 加碼 |
| Wahed Invest LLC | 5,040 | $41.3 萬 | 0.25% | −458−8.3% | 減碼 |
| Gradient Investments LLC | 5,025 | $41.2 萬 | 0.01% | +2,640+110.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 5,013 | $41.1 萬 | 0.05% | +154+3.2% | 加碼 |
| Compagnie Lombard Odier SCmA | 5,013 | $41.0 萬 | 0.01% | −740−12.9% | 減碼 |
| EP Wealth Advisors, LLC | 4,986 | $40.9 萬 | 0.01% | −91−1.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,817 | $40.7 萬 | 0.12% | −710−12.8% | 減碼 |
| Nomura Holdings Inc | 4,811 | $40.6 萬 | 0.00% | −13,093−73.1% | 減碼 |