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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 30,982 | $249.7 萬 | 0.03% | −260−0.8% | 減碼 |
| Louisiana State Employees Retirement System | 30,800 | $248.6 萬 | 0.07% | +300+1.0% | 加碼 |
| Davenport & Co LLC | 30,669 | $247.6 萬 | 0.02% | +1,486+5.1% | 加碼 |
| Vontobel Holding Ltd. | 30,421 | $245.5 萬 | 0.03% | −24,937−45.0% | 減碼 |
| Two Sigma Advisers, LP | 30,300 | $244.6 萬 | 0.01% | −390,399−92.8% | 減碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,224 | $244.0 萬 | 0.87% | −88−0.3% | 減碼 |
| Arkadios Wealth Advisors | 29,900 | $241.4 萬 | 0.37% | +7,089+31.1% | 加碼 |
| Caption Management, LLC | 29,900 | $241.3 萬 | 0.42% | 00.0% | 不變 |
| Colonial Trust Co | 29,816 | $240.7 萬 | 0.77% | +29,816 | 新進 |
| Central Trust Co | 29,703 | $239.7 萬 | 0.08% | +930+3.2% | 加碼 |
| Riverview Capital Advisers, LLC | 29,534 | $238.4 萬 | 1.50% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 29,412 | $237.4 萬 | 0.04% | +3,030+11.5% | 加碼 |
| SWS Partners | 29,077 | $234.7 萬 | 1.09% | +2,479+9.3% | 加碼 |
| Fundamentun, LLC | 28,920 | $233.4 萬 | 0.47% | −578−2.0% | 減碼 |
| Metropolitan Life Insurance Co | 28,638 | $231.2 萬 | 0.11% | −338−1.2% | 減碼 |
| Parsons Capital Management Inc | 28,574 | $230.6 萬 | 0.21% | +80.0% | 加碼 |
| Resources Investment Advisors, LLC. | 28,447 | $229.6 萬 | 0.09% | +550+2.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 28,103 | $226.8 萬 | 0.02% | 00.0% | 不變 |
| Mount Lucas Management LP | 28,040 | $226.3 萬 | 0.78% | −213−0.8% | 減碼 |
| Walleye Trading LLC | 27,667 | $223.3 萬 | 0.07% | −70,648−71.9% | 減碼 |
| CFM Wealth Partners LLC | 27,353 | $220.8 萬 | 0.71% | +60.0% | 加碼 |
| Johnson Investment Counsel Inc | 27,255 | $220.0 萬 | 0.03% | −1,531−5.3% | 減碼 |
| Profund Advisors LLC | 27,178 | $219.4 萬 | 0.16% | −3,810−12.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 27,084 | $218.6 萬 | 0.17% | +3,183+13.3% | 加碼 |
| Stock Yards Bank & Trust Co | 26,974 | $217.8 萬 | 0.09% | +10.0% | 加碼 |
| River Wealth Advisors LLC | 26,926 | $217.3 萬 | 0.47% | +811+3.1% | 加碼 |
| Gotham Asset Management, LLC | 26,869 | $216.9 萬 | 0.07% | −3,272−10.9% | 減碼 |
| Becker Capital Management Inc | 26,838 | $216.6 萬 | 0.11% | −345−1.3% | 減碼 |
| Mattern Wealth Management LLC | 26,839 | $216.6 萬 | 0.87% | +436+1.7% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 26,821 | $216.5 萬 | 0.83% | −1,631−5.7% | 減碼 |
| Principle Wealth Partners LLC | 26,640 | $215.0 萬 | 0.28% | −60.0% | 減碼 |
| Prudential PLC | 26,557 | $214.4 萬 | 0.03% | +2,398+9.9% | 加碼 |
| Brinker Capital Investments, LLC | 26,465 | $213.6 萬 | 0.04% | −2,132−7.5% | 減碼 |
| SevenBridge Financial Group, LLC | 26,329 | $212.5 萬 | 0.72% | +1,515+6.1% | 加碼 |
| Baxter Bros Inc | 26,234 | $211.8 萬 | 0.38% | +991+3.9% | 加碼 |
| Zacks Investment Management | 25,988 | $209.7 萬 | 0.03% | +20,323+358.7% | 加碼 |
| Clearbridge Investments, LLC | 25,722 | $207.6 萬 | 0.00% | +14,875+137.1% | 加碼 |
| Thrivent Financial for Lutherans | 25,658 | $207.1 萬 | 0.01% | +868+3.5% | 加碼 |
| Garrison Asset Management, LLC | 25,608 | $206.7 萬 | 1.46% | −95−0.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,521 | $206.4 萬 | 0.03% | +4,991+24.3% | 加碼 |
| Green Square Capital Advisors LLC | 25,515 | $206.0 萬 | 0.37% | +2,276+9.8% | 加碼 |
| Meeder Asset Management Inc | 25,365 | $204.6 萬 | 0.12% | +2,598+11.4% | 加碼 |
| German American Bancorp, Inc. | 25,255 | $203.9 萬 | 0.35% | +299+1.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 24,819 | $200.3 萬 | 0.02% | −19,357−43.8% | 減碼 |
| FDx Advisors, Inc. | 24,752 | $199.8 萬 | 0.09% | −2,433−8.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 24,738 | $199.7 萬 | 0.50% | +225+0.9% | 加碼 |
| Vident Investment Advisory, LLC | 25,714 | $199.2 萬 | 0.06% | +5,283+25.9% | 加碼 |
| JustInvest LLC | 24,678 | $199.2 萬 | 0.09% | +6,094+32.8% | 加碼 |
| New Mexico Educational Retirement Board | 24,628 | $198.8 萬 | 0.11% | −1,300−5.0% | 減碼 |
| Regions Financial Corp | 24,554 | $198.2 萬 | 0.02% | −491−2.0% | 減碼 |
| TD Private Client Wealth LLC | 24,535 | $198.0 萬 | 0.10% | +1,220+5.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 24,478 | $197.6 萬 | 0.05% | +116+0.5% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 24,328 | $196.4 萬 | 1.33% | −29−0.1% | 減碼 |
| Argyle Capital Management Inc. | 24,329 | $196.4 萬 | 0.76% | +60+0.2% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 24,276 | $196.0 萬 | 0.08% | −84−0.3% | 減碼 |
| Shelton Capital Management | 24,213 | $195.4 萬 | 0.09% | −2,983−11.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 23,776 | $191.9 萬 | 0.04% | +10,676+81.5% | 加碼 |
| HBK Sorce Advisory LLC | 23,552 | $190.1 萬 | 0.13% | +5,984+34.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 23,165 | $187.0 萬 | 0.05% | −561−2.4% | 減碼 |
| Veritable, L.P. | 23,028 | $185.9 萬 | 0.04% | −8,070−26.0% | 減碼 |
| TownSquare Capital, LLC | 22,935 | $185.1 萬 | 0.05% | +440+2.0% | 加碼 |
| Corient Capital Partners, LLC | 22,399 | $183.6 萬 | 0.14% | +193+0.9% | 加碼 |
| CSS LLC | 22,712 | $183.3 萬 | 0.11% | +4,000+21.4% | 加碼 |
| Toroso Investments, LLC | 22,512 | $181.7 萬 | 0.08% | +3,213+16.6% | 加碼 |
| Econ Financial Services Corp | 22,423 | $181.0 萬 | 1.49% | +22,423 | 新進 |
| MAI Capital Management | 22,400 | $180.8 萬 | 0.03% | −430−1.9% | 減碼 |
| Western Wealth Management, LLC | 19,260 | $180.5 萬 | 0.10% | +835+4.5% | 加碼 |
| Bailard, Inc. | 22,315 | $180.1 萬 | 0.07% | +651+3.0% | 加碼 |
| Millennium Management LLC | 22,209 | $179.3 萬 | 0.00% | −551,469−96.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 21,979 | $177.4 萬 | 0.09% | −30,685−58.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 21,979 | $177.4 萬 | 0.10% | −1,185−5.1% | 減碼 |
| LexAurum Advisors, LLC | 21,859 | $176.4 萬 | 0.68% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 19,066 | $176.3 萬 | 0.03% | +19,066 | 新進 |
| Weaver C. Barksdale & Associates, Inc. | 21,764 | $175.7 萬 | 1.76% | −777−3.4% | 減碼 |
| Cardinal Capital Management | 21,683 | $175.0 萬 | 0.41% | +589+2.8% | 加碼 |
| Koshinski Asset Management, Inc. | 21,648 | $174.7 萬 | 0.21% | +785+3.8% | 加碼 |
| Mather Group, LLC. | 21,642 | $174.7 萬 | 0.04% | +2,003+10.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 21,573 | $174.1 萬 | 0.08% | +17,967+498.3% | 加碼 |
| Miracle Mile Advisors, LLC | 21,525 | $173.7 萬 | 0.08% | +94+0.4% | 加碼 |
| Wedbush Securities Inc | 21,478 | $173.4 萬 | 0.10% | +475+2.3% | 加碼 |
| XML Financial, LLC | 21,329 | $172.2 萬 | 0.24% | +21,329 | 新進 |
| Patten & Patten Inc | 21,262 | $171.6 萬 | 0.16% | −20−0.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 21,258 | $171.6 萬 | 0.10% | +1,275+6.4% | 加碼 |
| City Holding Co | 21,220 | $171.3 萬 | 0.34% | −860−3.9% | 減碼 |
| Wilen Investment Management Corp. | 21,416 | $171.3 萬 | 1.75% | 00.0% | 不變 |
| Prio Wealth Limited Partnership | 21,201 | $171.1 萬 | 0.07% | −5,952−21.9% | 減碼 |
| Neville Rodie & Shaw Inc | 21,172 | $170.9 萬 | 0.17% | 00.0% | 不變 |
| Burney Co | 21,011 | $169.6 萬 | 0.09% | +2,133+11.3% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 20,959 | $169.2 萬 | 0.21% | −6,113−22.6% | 減碼 |
| Somerset Trust Co | 20,851 | $168.3 萬 | 0.78% | +332+1.6% | 加碼 |
| Herold Advisors, Inc. | 20,847 | $168.2 萬 | 0.82% | +20,847 | 新進 |
| Bessemer Group Inc | 20,693 | $166.9 萬 | 0.00% | −8,873−30.0% | 減碼 |
| First Nebraska Trust Co | 20,666 | $166.8 萬 | 0.24% | +75+0.4% | 加碼 |
| Hartford Financial Management Inc. | 20,664 | $166.8 萬 | 0.49% | −130−0.6% | 減碼 |
| Cheviot Value Management, LLC | 20,466 | $165.2 萬 | 0.45% | −96−0.5% | 減碼 |
| Strategic Financial Services, Inc, | 19,990 | $161.4 萬 | 0.14% | −320−1.6% | 減碼 |
| ARS Investment Partners, LLC | 19,755 | $159.5 萬 | 0.22% | +14,905+307.3% | 加碼 |
| Cunning Capital Partners, LP | 19,750 | $159.4 萬 | 1.26% | +3,950+25.0% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 16,277 | $159.4 萬 | 0.84% | +1,390+9.3% | 加碼 |
| Cetera Advisors LLC | 19,657 | $158.7 萬 | 0.04% | −84−0.4% | 減碼 |