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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 2,108 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 季與 2022 年第 4 季比較

持有 Phillips 66 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

PSX 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數1,574321,572+30
股數3.38 億90.2 萬3.62 億+2,528 萬 (+7.5%)
市值$351.1 億$1.00 億$334.1 億−$16.0 億 (−4.6%)

32 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(133 家)

2023 年第 1 季季末持有 Phillips 66、2022 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 133 家。

2023 年第 1 季新進 PSX 的機構
機構股數市值佔組合 %
HRT Financial LP980,030$9,936 萬1.21%
Massachusetts Financial Services Co403,470$4,090 萬0.01%
Tudor Investment Corp Et Al341,161$3,459 萬0.66%
Yaupon Capital Management LP311,400$3,157 萬4.94%
Ergoteles LLC223,292$2,264 萬0.89%
Abn Amro Investment Solutions164,254$1,665 萬0.34%
Eisler Capital (UK) Ltd.157,919$1,601 萬1.38%
Cinctive Capital Management LP157,542$1,597 萬0.59%
Bridgewater Associates, LP146,436$1,485 萬0.09%
Two Sigma Investments, LP124,917$1,266 萬0.04%
Virginia Retirement Systems Et Al106,480$1,079 萬0.11%
Wealth Enhancement Advisory Services, LLC97,533$988.8 萬0.12%
Optiver Holding B.V.64,472$653.6 萬0.30%
Point72 Asset Management, L.P.52,223$529.4 萬0.02%
Duality Advisers, LP45,370$460.0 萬0.52%
Y-Intercept (Hong Kong) Ltd43,072$436.7 萬0.51%
L & S Advisors Inc32,536$329.9 萬0.46%
Blue Rock Advisors, LLC27,906$282.9 萬6.34%
Meitav Dash Investments Ltd26,380$280.2 萬0.05%
Two Sigma Advisers, LP26,600$269.7 萬0.01%
Parallax Volatility Advisers, L.P.24,685$250.3 萬0.09%
Empire Financial Management Company, LLC17,898$181.5 萬0.74%
Icon Advisers Inc17,000$172.3 萬0.44%
Independent Advisor Alliance16,383$166.1 萬0.08%
Vinva Investment Management Ltd15,968$159.7 萬0.13%
Natixis15,429$156.4 萬0.01%
Icon Wealth Partners, LLC15,377$155.9 萬0.17%
West Tower Group, LLC15,000$152.1 萬1.50%
Walleye Trading LLC14,277$144.7 萬0.05%
Portman Square Capital LLP13,704$138.9 萬0.35%
Group One Trading, L.P.12,733$129.1 萬0.06%
Estate Counselors, LLC12,720$129.0 萬0.17%
Two Sigma Securities, LLC12,668$128.4 萬0.11%
Worldquant Millennium Advisors LLC12,222$123.9 萬0.02%
Jefferies Financial Group Inc.11,548$117.1 萬0.02%
EHP Funds Inc.11,300$114.6 萬0.25%
Aquila Investment Management LLC11,000$111.5 萬0.92%
TCG Advisory Services, LLC10,937$110.9 萬0.23%
International Assets Investment Management, LLC48,022$105.3 萬0.15%
Capstone Investment Advisors, LLC10,363$105.1 萬0.03%
Ostrum Asset Management9,778$99.1 萬0.09%
Covenant Partners, LLC9,467$96.0 萬0.37%
Twin Capital Management Inc9,435$95.7 萬0.13%
Industrial Alliance Investment Management Inc.8,934$90.6 萬0.03%
Petrus Trust Company, LTA8,561$86.8 萬0.11%
USA Financial Portformulas Corp8,114$82.3 萬1.33%
DRW Securities, LLC7,717$78.2 萬0.11%
Lineweaver Wealth Advisors, LLC7,476$75.9 萬0.23%
Echo Street Capital Management LLC7,471$75.7 萬0.01%
Spreng Capital Management, Inc.6,898$69.9 萬0.60%
Kula Investments, LLC6,495$65.8 萬0.16%
Imprint Wealth LLC6,493$65.8 萬0.43%
Cornerstone Wealth Management, LLC6,303$63.9 萬0.06%
Private Capital Management, LLC6,089$61.7 萬0.07%
Allen Capital Group, LLC5,961$60.4 萬0.12%
Burns Matteson Capital Management, LLC5,944$60.3 萬0.38%
RSM US Wealth Management LLC5,468$55.4 萬0.02%
Quantbot Technologies LP5,215$52.9 萬0.04%
Seven Eight Capital, LP5,121$51.9 萬0.11%
ABLE Financial Group, LLC4,903$49.7 萬0.32%
Connor, Clark & Lunn Investment Management Ltd.4,803$48.7 萬0.00%
Nilsine Partners, LLC4,789$48.5 萬0.08%
San Luis Wealth Advisors LLC4,507$45.7 萬0.18%
Concord Asset Management, LLC4,502$45.6 萬0.19%
Sherbrooke Park Advisers LLC4,300$43.6 萬0.66%
Empirical Asset Management, LLC4,296$43.6 萬0.42%
Acrisure Capital Management, LLC4,038$40.9 萬0.41%
Laurion Capital Management LP4,037$40.9 萬0.02%
Bornite Capital Management LP4,000$40.6 萬0.14%
Edmond de Rothschild Holding S.A.3,954$40.1 萬0.01%
PFG Investments, LLC3,832$38.9 萬0.08%
Ruggaard & Associates LLC3,376$34.2 萬0.21%
Northcape Wealth Management, LLC3,176$32.2 萬0.12%
Nebula Research & Development LLC3,169$32.1 萬0.57%
Lombard Odier Asset Management (Switzerland) SA3,157$32.0 萬0.03%
Joule Financial, LLC3,112$31.5 萬0.17%
Boothbay Fund Management, LLC3,108$31.5 萬0.01%
WBH Advisory Inc3,100$31.4 萬0.04%
Ofi Invest Asset Management31,605,722$31.2 萬1.61%
Poehling Capital Management, LLC3,066$31.1 萬0.10%
Empower Advisory Group, LLC3,013$31.0 萬0.00%
Jump Financial, LLC3,053$31.0 萬0.01%
Dark Forest Capital Management LP3,046$30.9 萬0.07%
V-Square Quantitative Management LLC2,997$30.4 萬0.28%
Energy Income Partners, LLC2,925$29.7 萬0.01%
MQS Management LLC2,919$29.6 萬0.19%
Morris Retirement Advisors, LLC2,777$28.1 萬0.20%
Adviser Investments LLC2,669$27.1 萬0.01%
Oak Thistle LLC2,657$26.9 萬0.16%
Trust Co of Virginia2,638$26.7 萬0.03%
Precision Wealth Strategies, LLC2,427$24.6 萬0.39%
Close Asset Management Ltd2,356$23.9 萬0.01%
Verus Capital Partners, LLC2,199$22.3 萬0.03%
Perpetual Ltd2,164$21.9 萬0.00%
Graypoint LLC2,122$21.5 萬0.02%
Brookfield Asset Management Inc.2,106$21.4 萬0.00%
Fulton Bank, N.A.2,059$20.9 萬0.01%
Sentry LLC2,039$20.7 萬0.05%
Sentinel Trust Co Lba2,034$20.6 萬0.03%
Private Wealth Partners, LLC2,000$20.3 萬0.02%

清倉機構(103 家)

2022 年第 4 季季末持有 Phillips 66、2023 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 103 家。

2023 年第 1 季清倉 PSX 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Mizuho Markets Americas LLC595,814$6,201 萬
Encompass Capital Advisors LLC591,721$6,159 萬
Ninety One UK Ltd216,018$2,248 萬
Alyeska Investment Group, L.P.196,132$2,041 萬
Employees Provident Fund Board185,242$1,928 萬
Greystone Financial Group, LLC79,107$823.3 萬
Railway Pension Investments Ltd70,700$735.8 萬
Aventail Capital Group, LP65,074$677.3 萬
Aristotle Atlantic Partners, LLC62,567$651.2 萬
ExodusPoint Capital Management, LP56,413$587.1 萬
FORA Capital, LLC36,444$379.3 萬
Soviero Asset Management, LP35,000$364.3 萬
Cipher Capital LP25,575$266.2 萬
Bailard, Inc.21,972$228.7 萬
Prio Wealth Limited Partnership21,201$220.7 萬
Left Brain Wealth Management, LLC16,978$176.7 萬
Allstate Corp15,579$162.1 萬
Fractal Investments LLC14,471$150.6 萬
Graham Capital Management, L.P.12,532$130.4 萬
Engineers Gate Manager LP12,433$129.4 萬
Prelude Capital Management, LLC12,409$129.2 萬
Teilinger Capital Ltd.10,800$112.4 萬
Capula Management Ltd9,875$102.8 萬
Redhawk Wealth Advisors, Inc.9,495$98.8 萬
Caxton Associates LP8,670$90.2 萬
American Trust8,622$89.7 萬
Invst, LLC8,216$82.4 萬
Friedenthal Financial7,230$75.2 萬
Centiva Capital, LP6,319$65.8 萬
National Wealth Management Group, LLC5,846$60.8 萬
Unigestion Holding SA5,094$53.0 萬
Money Concepts Capital Corp4,318$44.9 萬
U S Global Investors Inc4,000$41.6 萬
Investment Management Corp of Ontario3,970$41.3 萬
Next Capital Management LLC3,904$40.6 萬
Gallacher Capital Management LLC3,845$40.0 萬
Arabesque Asset Management Ltd3,100$32.3 萬
Community Bank of Raymore3,032$31.6 萬
Carl Stuart Investment Advisor, Inc2,863$29.8 萬
Staley Capital Advisers Inc2,740$28.5 萬
Fluent Financial, LLC2,613$27.2 萬
Evoke Wealth, LLC2,542$26.5 萬
Greenwood Gearhart Inc2,470$25.7 萬
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,442$25.4 萬
SageView Advisory Group, LLC2,337$24.3 萬
Cooper Financial Group2,302$24.0 萬
Aigen Investment Management, LP2,252$23.4 萬
Hamilton Capital, LLC2,144$22.3 萬
Broderick Brian C2,045$21.3 萬
Schechter Investment Advisors, LLC2,042$21.3 萬
Private Capital Management LLC2,027$21.1 萬
Zullo Investment Group, Inc.2,024$21.1 萬
Boston Financial Mangement LLC2,008$20.9 萬
Bath Savings Trust Co1,995$20.8 萬
Carson Advisory Inc.1,984$20.6 萬
Crawford Investment Counsel Inc1,981$20.6 萬
Trillium Asset Management, LLC1,961$20.4 萬
Cassaday & Co Wealth Management LLC1,956$20.4 萬
Eads & Heald Wealth Management1,931$20.1 萬
VeraBank, N.A.1,927$20.1 萬
MinichMacGregor Wealth Management, LLC1,558$16.2 萬
1832 Asset Management L.P.1,492$15.5 萬
DuPont Capital Management Corp1,291$13.4 萬
WJ Interests, LLC1,161$12.1 萬
Accurate Wealth Management, LLC1,063$10.8 萬
High Net Worth Advisory Group LLC899$9.35 萬
RWM Asset Management, LLC621$6.46 萬
Syverson Strege & Co604$6.29 萬
McElhenny Sheffield Capital Management, LLC468$4.87 萬
WFA of San Diego, LLC459$4.78 萬
Sierra Capital LLC411$4.30 萬
Affiance Financial, LLC400$4.16 萬
Romano Brothers and Company312$3.25 萬
Caption Management, LLC300$3.12 萬
Glassy Mountain Advisors, Inc.300$3.12 萬
Madden Securities Corp285$2.97 萬
Old Second National Bank of Aurora251$2.61 萬
Win Advisors, Inc222$2.31 萬
3Chopt Investment Partners, LLC222$2.31 萬
Corrado Advisors, LLC220$2.29 萬
Leelyn Smith, LLC220$2.28 萬
Arcus Capital Partners, LLC213$2.22 萬
Tacita Capital Inc170$1.80 萬
Granite FO LLC125$1.36 萬
Goodwin Investment Advisory128$1.33 萬
Distillate Capital Partners LLC117$1.22 萬
My Personal CFO, LLC108$1.12 萬
Lakewood Asset Management LLC100$1.00 萬
United Community Bank96$9,992
Advanced Asset Management Advisors Inc93$9,679
Retirement Financial Solutions, LLC74$7,702
Castleview Partners, LLC70$7,285
Laffer Tengler Investments65$6,765
Marshall & Sullivan Inc50$5,204
New Hampshire Trust49$5,100
Norway Savings Bank40$4,163
Aua Capital Management, LLC26$2,706
Robbins Farley LLC20$2,082
Coppell Advisory Solutions LLC18$1,873
Coppell Advisory Solutions Corp.18$1,873

尚未申報 2023 年第 1 季的機構(32 家)

2022 年第 4 季季末持有 Phillips 66、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。