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。
2023 年第 1 季 13F 持有人
Phillips 66 在 2023/3/31 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
- 1,573
- 較 2022 年第 4 季 +30 家
- 持有股數
- 3.62 億
- 較 2022 年第 4 季 +2,528 萬 (+7.5%)
- 總市值
- $334.1 億
- 較 2022 年第 4 季 −$16.0 億 (−4.6%)
- 新進機構
- 133
- 另有 553 家加碼
- 清倉機構
- 103
- 另有 591 家減碼
另有 32 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 42,302,632 | $42.9 億 | 0.11% | −7,913,499−15.8% | 減碼 |
| BlackRock Inc. | 37,428,804 | $37.9 億 | 0.11% | +102,139+0.3% | 加碼 |
| State Street Corp | 32,353,890 | $32.8 億 | 0.19% | −304,965−0.9% | 減碼 |
| Wells Fargo & Company | 17,023,956 | $17.3 億 | 0.53% | +221,781+1.3% | 加碼 |
| Geode Capital Management, LLC | 9,711,084 | $9.82 億 | 0.13% | −46,715−0.5% | 減碼 |
| Wellington Management Group LLP | 8,623,978 | $8.74 億 | 0.17% | +2,646,979+44.3% | 加碼 |
| FMR LLC | 8,066,680 | $8.18 億 | 0.07% | −1,955,195−19.5% | 減碼 |
| Aristotle Capital Management, LLC | 7,922,878 | $8.03 億 | 1.68% | −311,785−3.8% | 減碼 |
| Bank of America Corp | 6,859,397 | $6.95 億 | 0.08% | +366,667+5.6% | 加碼 |
| Morgan Stanley | 6,803,519 | $6.90 億 | 0.07% | −158,106−2.3% | 減碼 |
| Invesco Ltd. | 6,058,497 | $6.14 億 | 0.17% | +1,417,429+30.5% | 加碼 |
| Northern Trust Corp | 4,862,690 | $4.93 億 | 0.10% | −60,582−1.2% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 4,595,454 | $4.66 億 | 1.80% | −1,377,184−23.1% | 減碼 |
| Bank of New York Mellon Corp | 4,324,590 | $4.38 億 | 0.10% | −249,284−5.5% | 減碼 |
| Norges Bank | 3,724,648 | $3.78 億 | 0.08% | +225,057+6.4% | 加碼 |
| UBS Group AG | 3,721,672 | $3.77 億 | 0.17% | −341,470−8.4% | 減碼 |
| JPMorgan Chase & Co | 3,482,290 | $3.53 億 | 0.05% | −170,603−4.7% | 減碼 |
| Legal & General Group Plc | 3,464,258 | $3.51 億 | 0.13% | −48,357−1.4% | 減碼 |
| Dimensional Fund Advisors LP | 3,129,675 | $3.17 億 | 0.11% | −80,229−2.5% | 減碼 |
| Nuveen Asset Management, LLC | 3,086,721 | $3.13 億 | 0.12% | −275,697−8.2% | 減碼 |
| Charles Schwab Investment Management Inc | 3,013,652 | $3.06 億 | 0.09% | −43,628−1.4% | 減碼 |
| Amundi | 2,650,123 | $2.77 億 | 0.15% | −364,887−12.1% | 減碼 |
| Goldman Sachs Group Inc | 2,683,190 | $2.72 億 | 0.07% | +957,524+55.5% | 加碼 |
| Pacer Advisors, Inc. | 2,565,067 | $2.60 億 | 1.11% | +496,621+24.0% | 加碼 |
| Allianz Asset Management GmbH | 2,198,832 | $2.23 億 | 0.47% | +354,521+19.2% | 加碼 |
| LSV Asset Management | 1,926,807 | $1.95 億 | 0.44% | −734,938−27.6% | 減碼 |
| Swiss National Bank | 1,875,750 | $1.90 億 | 0.13% | −79,400−4.1% | 減碼 |
| Deutsche Bank AG | 1,777,072 | $1.80 億 | 0.10% | −168,251−8.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,695,360 | $1.72 億 | 0.08% | −1,022,187−37.6% | 減碼 |
| Envestnet Asset Management Inc | 1,760,201 | $1.56 億 | 0.08% | +323,377+22.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,536,545 | $1.56 億 | 0.12% | +9,323+0.6% | 加碼 |
| Barclays PLC | 1,441,644 | $1.46 億 | 0.15% | −160,573−10.0% | 減碼 |
| Alliancebernstein L.P. | 1,437,030 | $1.46 億 | 0.06% | +22,382+1.6% | 加碼 |
| Neuberger Berman Group LLC | 1,436,435 | $1.46 億 | 0.14% | +278,753+24.1% | 加碼 |
| First Trust Advisors LP | 1,417,515 | $1.44 億 | 0.17% | −506,702−26.3% | 減碼 |
| Standard Life Aberdeen plc | 1,400,087 | $1.42 億 | 0.36% | +94,794+7.3% | 加碼 |
| Bahl & Gaynor Inc | 1,308,888 | $1.33 億 | 0.71% | +388,045+42.1% | 加碼 |
| Bank of Montreal | 1,221,555 | $1.24 億 | 0.08% | +101,837+9.1% | 加碼 |
| Royal Bank of Canada | 1,193,045 | $1.21 億 | 0.04% | +38,183+3.3% | 加碼 |
| Renaissance Technologies LLC | 1,123,650 | $1.14 億 | 0.15% | +539,400+92.3% | 加碼 |
| HSBC Holdings PLC | 1,080,236 | $1.09 億 | 0.14% | −244,431−18.5% | 減碼 |
| Citadel Advisors LLC | 1,067,253 | $1.08 億 | 0.12% | −678,259−38.9% | 減碼 |
| Citigroup Inc | 1,016,545 | $1.03 億 | 0.14% | +32,432+3.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 987,367 | $1.00 億 | 0.52% | −7,912−0.8% | 減碼 |
| HRT Financial LP | 980,030 | $9,936 萬 | 1.21% | +980,030 | 新進 |
| Rhumbline Advisers | 939,793 | $9,528 萬 | 0.12% | +7,833+0.8% | 加碼 |
| California Public Employees Retirement System | 935,829 | $9,487 萬 | 0.08% | −154,569−14.2% | 減碼 |
| AQR Capital Management LLC | 892,486 | $8,869 萬 | 0.19% | +73,442+9.0% | 加碼 |
| California State Teachers Retirement System | 821,079 | $8,324 萬 | 0.12% | −20,753−2.5% | 減碼 |
| National Pension Service | 821,941 | $8,219 萬 | 0.15% | +94,125+12.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 788,943 | $7,998 萬 | 0.07% | −4,745−0.6% | 減碼 |
| Credit Suisse AG | 786,932 | $7,978 萬 | 0.08% | +75,388+10.6% | 加碼 |
| Raymond James & Associates | 782,878 | $7,937 萬 | 0.07% | +24,521+3.2% | 加碼 |
| American Century Companies Inc | 772,413 | $7,829 萬 | 0.06% | −71,818−8.5% | 減碼 |
| Prudential Financial Inc | 846,200 | $7,468 萬 | 0.12% | +360,335+74.2% | 加碼 |
| Millennium Management LLC | 735,303 | $7,455 萬 | 0.09% | +672,396+1,068.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 735,054 | $7,452 萬 | 0.14% | +32,442+4.6% | 加碼 |
| Ameriprise Financial Inc | 701,514 | $7,114 萬 | 0.02% | −214,385−23.4% | 減碼 |
| Mariner, LLC | 653,601 | $6,626 萬 | 0.19% | −20,312−3.0% | 減碼 |
| Marshall Wace, LLP | 636,689 | $6,455 萬 | 0.16% | +545,109+595.2% | 加碼 |
| Price T Rowe Associates Inc | 629,282 | $6,380 萬 | 0.01% | +12,952+2.1% | 加碼 |
| Fayez Sarofim & Co | 625,878 | $6,345 萬 | 0.22% | +44,985+7.7% | 加碼 |
| Squarepoint Ops LLC | 623,817 | $6,324 萬 | 0.45% | +416,562+201.0% | 加碼 |
| Principal Financial Group Inc | 601,724 | $6,100 萬 | 0.04% | +27,087+4.7% | 加碼 |
| LPL Financial LLC | 595,952 | $6,042 萬 | 0.05% | +118,523+24.8% | 加碼 |
| Artemis Investment Management LLP | 577,479 | $5,841 萬 | 0.72% | +126,639+28.1% | 加碼 |
| M&T Bank Corp | 575,289 | $5,832 萬 | 0.23% | −11,830−2.0% | 減碼 |
| Old Republic International Corporation | 557,900 | $5,656 萬 | 1.81% | −500−0.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 556,671 | $5,644 萬 | 0.13% | −13,400−2.4% | 減碼 |
| Stonegate Investment Group, LLC | 553,173 | $5,608 萬 | 2.11% | +58,967+11.9% | 加碼 |
| First Republic Investment Management, Inc. | 538,367 | $5,458 萬 | 0.12% | −48,525−8.3% | 減碼 |
| Holocene Advisors, LP | 523,497 | $5,307 萬 | 0.27% | −484,513−48.1% | 減碼 |
| Los Angeles Capital Management LLC | 518,170 | $5,253 萬 | 0.23% | −177,743−25.5% | 減碼 |
| New York State Teachers Retirement System | 517,743 | $5,249 萬 | 0.12% | +7,174+1.4% | 加碼 |
| Truist Financial Corp | 499,871 | $5,068 萬 | 0.09% | −2,423−0.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 496,601 | $5,035 萬 | 0.11% | −24,100−4.6% | 減碼 |
| RNC Capital Management LLC | 495,903 | $5,028 萬 | 2.84% | −2,931−0.6% | 減碼 |
| Chickasaw Capital Management LLC | 490,964 | $4,977 萬 | 2.65% | −32,576−6.2% | 減碼 |
| Avalon Investment & Advisory | 482,214 | $4,889 萬 | 1.34% | −21,202−4.2% | 減碼 |
| Acadian Asset Management LLC | 476,891 | $4,833 萬 | 0.21% | +230,020+93.2% | 加碼 |
| Susquehanna International Group, LLP | 446,756 | $4,529 萬 | 0.07% | +232,753+108.8% | 加碼 |
| Fort Washington Investment Advisors Inc | 443,550 | $4,497 萬 | 0.34% | −156,580−26.1% | 減碼 |
| New York State Common Retirement Fund | 440,058 | $4,461 萬 | 0.06% | −29,748−6.3% | 減碼 |
| Capital Fund Management S.A. | 437,051 | $4,431 萬 | 0.87% | −134,510−23.5% | 減碼 |
| Aviva PLC | 436,761 | $4,428 萬 | 0.20% | +76,369+21.2% | 加碼 |
| Stifel Financial Corp | 431,130 | $4,371 萬 | 0.06% | −8,548−1.9% | 減碼 |
| PFS Investments Inc. | 424,633 | $4,367 萬 | 0.76% | +40,995+10.7% | 加碼 |
| SEI Investments Co | 413,852 | $4,196 萬 | 0.08% | +15,248+3.8% | 加碼 |
| Franklin Resources Inc | 409,755 | $4,154 萬 | 0.02% | +10,000+2.5% | 加碼 |
| Victory Capital Management Inc | 407,987 | $4,136 萬 | 0.05% | −118,748−22.5% | 減碼 |
| Massachusetts Financial Services Co | 403,470 | $4,090 萬 | 0.01% | +403,470 | 新進 |
| Manufacturers Life Insurance Company, The | 400,948 | $4,065 萬 | 0.02% | −44,033−9.9% | 減碼 |
| Russell Investments Group, Ltd. | 391,370 | $3,960 萬 | 0.08% | −21,848−5.3% | 減碼 |
| Davis R M Inc | 386,484 | $3,918 萬 | 1.00% | −3,784−1.0% | 減碼 |
| Boston Partners | 383,493 | $3,887 萬 | 0.05% | −7,467−1.9% | 減碼 |
| Glenmede Trust Co NA | 367,195 | $3,723 萬 | 0.21% | −3,501−0.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 366,089 | $3,711 萬 | 0.09% | +23,209+6.8% | 加碼 |
| Advisor Group Holdings, Inc. | 352,147 | $3,578 萬 | 0.07% | −89,605−20.3% | 減碼 |
| Great Lakes Advisors, LLC | 349,543 | $3,544 萬 | 0.32% | +246,324+238.6% | 加碼 |
| Kayne Anderson Capital Advisors LP | 348,052 | $3,529 萬 | 1.05% | +200+0.1% | 加碼 |