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 3 季 13F 持有人
Phillips 66 在 2022/9/30 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
- 1,419
- 較 2022 年第 2 季 −6 家
- 持有股數
- 3.39 億
- 較 2022 年第 2 季 −647.7 萬 (−1.9%)
- 總市值
- $273.8 億
- 較 2022 年第 2 季 −$9.34 億 (−3.3%)
- 新進機構
- 98
- 另有 600 家加碼
- 清倉機構
- 104
- 另有 454 家減碼
另有 20 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 49,638 | $400.6 萬 | 0.01% | +3,829+8.4% | 加碼 |
| AE Wealth Management LLC | 49,045 | $395.9 萬 | 0.03% | −10,481−17.6% | 減碼 |
| Westpac Banking Corp | 48,993 | $395.5 萬 | 0.06% | +5,931+13.8% | 加碼 |
| Atria Investments LLC | 48,882 | $394.6 萬 | 0.09% | +4,014+8.9% | 加碼 |
| Meyer Handelman Co | 48,672 | $392.9 萬 | 0.18% | −1,500−3.0% | 減碼 |
| Salem Investment Counselors Inc | 48,124 | $388.5 萬 | 0.18% | +7,035+17.1% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 48,100 | $388.3 萬 | 0.06% | 00.0% | 不變 |
| IFP Advisors, Inc | 32,046 | $384.9 萬 | 0.11% | +2,261+7.6% | 加碼 |
| British Columbia Investment Management Corp | 47,677 | $384.8 萬 | 0.04% | −8,050−14.4% | 減碼 |
| Mirador Capital Partners LP | 47,033 | $379.7 萬 | 0.92% | +818+1.8% | 加碼 |
| Rothschild Investment Corp | 46,941 | $378.9 萬 | 0.37% | −3,200−6.4% | 減碼 |
| Park Avenue Securities LLC | 46,595 | $376.1 萬 | 0.07% | +3,611+8.4% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 39,972 | $376.1 萬 | 2.61% | −2,064−4.9% | 減碼 |
| Jane Street Group, LLC | 46,445 | $374.9 萬 | 0.01% | −79,404−63.1% | 減碼 |
| Telos Capital Management, Inc. | 46,249 | $373.3 萬 | 0.61% | +2,280+5.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 45,999 | $371.3 萬 | 0.02% | −8,600−15.8% | 減碼 |
| MUFG Americas Holdings Corp | 45,949 | $370.9 萬 | 0.09% | −1,319−2.8% | 減碼 |
| Disciplined Investments, LLC | 45,881 | $370.4 萬 | 1.70% | −41−0.1% | 減碼 |
| Advisory Services Network, LLC | 45,668 | $368.7 萬 | 0.13% | −10,733−19.0% | 減碼 |
| Hartford Investment Management Co | 45,588 | $368.0 萬 | 0.12% | −485−1.1% | 減碼 |
| GWM Advisors LLC | 45,339 | $365.9 萬 | 0.06% | −6,756−13.0% | 減碼 |
| Cypress Capital Group | 45,271 | $365.4 萬 | 0.61% | +31,165+220.9% | 加碼 |
| Varma Mutual Pension Insurance Co | 45,056 | $363.6 萬 | 0.06% | 00.0% | 不變 |
| Beacon Financial Group | 45,078 | $363.5 萬 | 0.57% | +375+0.8% | 加碼 |
| Geneos Wealth Management Inc. | 44,966 | $362.9 萬 | 0.25% | −20,412−31.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,864 | $362.1 萬 | 0.08% | +812+1.8% | 加碼 |
| Alaska Permanent Fund Corp | 44,861 | $362.1 萬 | 0.06% | +2,709+6.4% | 加碼 |
| WBI Investments | 44,815 | $361.7 萬 | 1.05% | +3,764+9.2% | 加碼 |
| Huntington National Bank | 44,759 | $361.3 萬 | 0.04% | −3,129−6.5% | 減碼 |
| Ancora Advisors, LLC | 44,273 | $357.4 萬 | 0.11% | +426+1.0% | 加碼 |
| Brookstone Capital Management | 38,292 | $355.9 萬 | 0.08% | −4,966−11.5% | 減碼 |
| Umb Bank N A | 44,038 | $355.5 萬 | 0.06% | −5,076−10.3% | 減碼 |
| Cetera Advisor Networks LLC | 43,564 | $351.7 萬 | 0.04% | +1,001+2.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 43,384 | $350.2 萬 | 0.37% | +353+0.8% | 加碼 |
| FIL Ltd | 43,238 | $349.0 萬 | 0.00% | +3,054+7.6% | 加碼 |
| Level Four Advisory Services, LLC | 43,197 | $348.7 萬 | 0.34% | +364+0.8% | 加碼 |
| Viking Fund Management LLC | 43,000 | $347.1 萬 | 0.82% | 00.0% | 不變 |
| Scotia Capital Inc. | 42,524 | $343.3 萬 | 0.03% | −9,360−18.0% | 減碼 |
| HM Payson & Co | 42,245 | $341.0 萬 | 0.09% | −126−0.3% | 減碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $340.1 萬 | 1.52% | 00.0% | 不變 |
| Stolper Co | 41,981 | $338.9 萬 | 1.67% | +546+1.3% | 加碼 |
| Texas Yale Capital Corp. | 41,643 | $336.1 萬 | 0.22% | −265−0.6% | 減碼 |
| Balyasny Asset Management LLC | 41,413 | $334.3 萬 | 0.01% | +14,822+55.7% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 41,330 | $333.6 萬 | 1.18% | −140.0% | 減碼 |
| Alta Capital Management LLC | 41,090 | $331.6 萬 | 0.26% | +2,444+6.3% | 加碼 |
| Colonial Trust Advisors | 40,752 | $328.9 萬 | 0.45% | +2,289+6.0% | 加碼 |
| Strategic Global Advisors, LLC | 40,521 | $327.1 萬 | 0.54% | −1,496−3.6% | 減碼 |
| Norinchukin Bank, The | 40,248 | $324.9 萬 | 0.07% | +5,080+14.4% | 加碼 |
| Private Advisor Group, LLC | 40,151 | $324.1 萬 | 0.04% | +4,544+12.8% | 加碼 |
| First National Bank of Omaha | 40,062 | $323.3 萬 | 0.21% | −1,514−3.6% | 減碼 |
| Chatham Capital Group, Inc. | 39,865 | $321.8 萬 | 0.79% | −243−0.6% | 減碼 |
| King Luther Capital Management Corp | 39,548 | $319.2 萬 | 0.02% | +2,742+7.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 39,181 | $316.3 萬 | 0.18% | +6,728+20.7% | 加碼 |
| Securian Asset Management, Inc | 39,080 | $315.5 萬 | 0.09% | +103+0.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 39,103 | $315.4 萬 | 0.14% | −4,959−11.3% | 減碼 |
| Altrius Capital Management Inc | 38,655 | $312.0 萬 | 1.19% | −12,041−23.8% | 減碼 |
| Pearl River Capital, LLC | 38,486 | $310.7 萬 | 0.58% | −1,602−4.0% | 減碼 |
| Alpha Omega Wealth Management LLC | 38,291 | $309.1 萬 | 0.59% | +3,096+8.8% | 加碼 |
| Shorepoint Capital Partners LLC | 38,278 | $309.0 萬 | 1.47% | +854+2.3% | 加碼 |
| First American Bank | 37,984 | $306.6 萬 | 0.32% | −542−1.4% | 減碼 |
| NewSquare Capital LLC | 37,687 | $304.2 萬 | 0.38% | +2,768+7.9% | 加碼 |
| Kentucky Retirement Systems | 37,656 | $304.0 萬 | 0.13% | +1,949+5.5% | 加碼 |
| Van Eck Associates Corp | 37,383 | $301.8 萬 | 0.01% | −9,685−20.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 36,870 | $297.6 萬 | 0.04% | −848−2.2% | 減碼 |
| Farmers & Merchants Investments Inc | 36,532 | $294.9 萬 | 0.13% | +155+0.4% | 加碼 |
| PGGM Investments | 36,383 | $293.7 萬 | 0.05% | +36,383 | 新進 |
| Elo Mutual Pension Insurance Co | 36,134 | $291.7 萬 | 0.11% | −1,708−4.5% | 減碼 |
| Dakota Wealth Management | 35,874 | $289.5 萬 | 0.24% | +3,032+9.2% | 加碼 |
| Leavell Investment Management, Inc. | 35,827 | $289.2 萬 | 0.23% | +3,745+11.7% | 加碼 |
| Oppenheimer & Co Inc | 35,740 | $288.4 萬 | 0.07% | −427−1.2% | 減碼 |
| Picton Mahoney Asset Management | 35,405 | $285.6 萬 | 0.13% | −44,275−55.6% | 減碼 |
| Kingsview Wealth Management, LLC | 35,378 | $285.6 萬 | 0.14% | −2,197−5.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 35,364 | $285.5 萬 | 0.17% | +10,458+42.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 35,096 | $283.4 萬 | 0.05% | +10,213+41.0% | 加碼 |
| Pinnacle Associates Ltd | 35,045 | $282.9 萬 | 0.06% | −21−0.1% | 減碼 |
| Daiwa Securities Group Inc. | 34,944 | $282.1 萬 | 0.02% | +1,021+3.0% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 34,663 | $279.8 萬 | 0.08% | −72,352−67.6% | 減碼 |
| Regentatlantic Capital LLC | 34,226 | $276.3 萬 | 0.08% | −4,189−10.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 33,848 | $273.3 萬 | 0.05% | −605−1.8% | 減碼 |
| Gateway Investment Advisers LLC | 33,719 | $272.2 萬 | 0.03% | −1,916−5.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,715 | $272.1 萬 | 0.01% | +17,517+108.1% | 加碼 |
| McDonald Partners LLC | 33,634 | $271.5 萬 | 1.04% | −1,135−3.3% | 減碼 |
| Virginia Wealth Management Group, Inc. | 33,636 | $271.5 萬 | 2.03% | +2,318+7.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 33,475 | $270.2 萬 | 0.00% | −83,755−71.4% | 減碼 |
| Citizens National Bank Trust Department | 33,409 | $269.7 萬 | 0.83% | +5,510+19.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 33,379 | $269.4 萬 | 0.02% | −1,131−3.3% | 減碼 |
| Wolverine Trading, LLC | 33,319 | $268.7 萬 | 0.10% | −9,076−21.4% | 減碼 |
| Martin Capital Partners, LLC | 33,209 | $268.1 萬 | 1.24% | +1,490+4.7% | 加碼 |
| Northeast Financial Consultants Inc | 33,200 | $268.0 萬 | 0.20% | 00.0% | 不變 |
| Heritage Trust Co | 32,949 | $266.0 萬 | 0.47% | −1,072−3.2% | 減碼 |
| Ziegler Capital Management, LLC | 31,913 | $264.9 萬 | 0.12% | +4,863+18.0% | 加碼 |
| Wealth Advisory Solutions, LLC | 32,576 | $263.0 萬 | 0.73% | +1,106+3.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,580 | $263.0 萬 | 0.01% | 00.0% | 不變 |
| Fluent Financial, LLC | 32,513 | $262.4 萬 | 1.44% | +32,513 | 新進 |
| Canal Insurance CO | 32,500 | $262.3 萬 | 0.79% | 00.0% | 不變 |
| Tweedy, Browne Co LLC | 32,493 | $262.3 萬 | 0.12% | 00.0% | 不變 |
| Premier Fund Managers Ltd | 32,000 | $258.2 萬 | 0.19% | −112,000−77.8% | 減碼 |
| Leonteq Securities AG | 31,895 | $257.5 萬 | 0.13% | +3,019+10.5% | 加碼 |
| National Asset Management, Inc. | 31,759 | $256.4 萬 | 0.08% | +18,358+137.0% | 加碼 |
| Demars Financial Group, LLC | 30,937 | $249.7 萬 | 1.48% | −2,539−7.6% | 減碼 |