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
- 1,572
- 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 552 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 |
|---|---|---|---|---|---|
| Alta Capital Management LLC | 37,291 | $378.1 萬 | 0.28% | +1,411+3.9% | 加碼 |
| First American Bank | 37,304 | $378.2 萬 | 0.35% | −946−2.5% | 減碼 |
| Altrius Capital Management Inc | 37,497 | $380.2 萬 | 1.16% | +78+0.2% | 加碼 |
| Shorepoint Capital Partners LLC | 37,695 | $382.2 萬 | 1.09% | −873−2.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 37,738 | $382.6 萬 | 0.12% | +503+1.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 38,240 | $387.7 萬 | 0.82% | −6,885−15.3% | 減碼 |
| Swiss Life Asset Management Ltd | 38,294 | $388.2 萬 | 0.06% | +25,753+205.4% | 加碼 |
| PGGM Investments | 38,380 | $389.1 萬 | 0.07% | +8,615+28.9% | 加碼 |
| Securian Asset Management, Inc | 38,564 | $391.0 萬 | 0.10% | −290−0.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 39,111 | $396.5 萬 | 0.16% | +127+0.3% | 加碼 |
| Chatham Capital Group, Inc. | 39,215 | $397.6 萬 | 0.89% | −200−0.5% | 減碼 |
| Hartford Investment Management Co | 39,260 | $398.0 萬 | 0.14% | −5,477−12.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 39,835 | $403.9 萬 | 0.44% | +9,386+30.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,061 | $406.1 萬 | 0.07% | +2,952+8.0% | 加碼 |
| Coldstream Capital Management Inc | 40,075 | $406.3 萬 | 0.14% | +1,024+2.6% | 加碼 |
| Marathon Capital Management | 40,280 | $408.4 萬 | 1.00% | −39,846−49.7% | 減碼 |
| Bank of Nova Scotia | 40,323 | $408.8 萬 | 0.01% | −37,704−48.3% | 減碼 |
| Cetera Investment Advisers | 40,352 | $409.1 萬 | 0.04% | +1,014+2.6% | 加碼 |
| HM Payson & Co | 40,404 | $409.6 萬 | 0.10% | −400−1.0% | 減碼 |
| Meeder Asset Management Inc | 40,788 | $413.5 萬 | 0.33% | −1,582−3.7% | 減碼 |
| Mackenzie Financial Corp | 41,072 | $416.4 萬 | 0.01% | +1,875+4.8% | 加碼 |
| Huntington National Bank | 41,332 | $419.0 萬 | 0.04% | −2,952−6.7% | 減碼 |
| Cary Street Partners Asset Management LLC | 41,356 | $419.3 萬 | 0.79% | −1,000−2.4% | 減碼 |
| Texas Yale Capital Corp. | 41,613 | $421.9 萬 | 0.21% | −30−0.1% | 減碼 |
| Private Advisor Group, LLC | 41,742 | $423.2 萬 | 0.04% | +977+2.4% | 加碼 |
| British Columbia Investment Management Corp | 42,097 | $426.8 萬 | 0.04% | −517−1.2% | 減碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $427.1 萬 | 1.69% | 00.0% | 不變 |
| King Luther Capital Management Corp | 42,151 | $427.3 萬 | 0.02% | +2,161+5.4% | 加碼 |
| Colonial Trust Advisors | 42,269 | $428.5 萬 | 0.50% | +439+1.0% | 加碼 |
| Umb Bank N A | 42,488 | $430.7 萬 | 0.07% | −462−1.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 43,072 | $436.7 萬 | 0.51% | +43,072 | 新進 |
| Prudential PLC | 43,339 | $439.4 萬 | 0.05% | +99+0.2% | 加碼 |
| Scotia Capital Inc. | 43,352 | $439.5 萬 | 0.03% | −431−1.0% | 減碼 |
| Level Four Advisory Services, LLC | 43,798 | $444.0 萬 | 0.29% | +1,873+4.5% | 加碼 |
| Ancora Advisors, LLC | 44,083 | $446.9 萬 | 0.13% | −513−1.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 44,128 | $447.4 萬 | 0.34% | −1,336−2.9% | 減碼 |
| Telos Capital Management, Inc. | 44,375 | $449.9 萬 | 0.63% | −2,006−4.3% | 減碼 |
| NewSquare Capital LLC | 44,404 | $450.2 萬 | 0.53% | +3,927+9.7% | 加碼 |
| Mirador Capital Partners LP | 44,427 | $450.4 萬 | 1.07% | −2,119−4.6% | 減碼 |
| Rodgers Brothers Inc. | 44,668 | $452.8 萬 | 0.87% | −150−0.3% | 減碼 |
| Stolper Co | 44,844 | $454.6 萬 | 1.95% | +111+0.2% | 加碼 |
| Leavell Investment Management, Inc. | 45,359 | $459.8 萬 | 0.33% | +6,509+16.8% | 加碼 |
| Duality Advisers, LP | 45,370 | $460.0 萬 | 0.52% | +45,370 | 新進 |
| Disciplined Investments, LLC | 45,879 | $465.1 萬 | 1.96% | +43,420+1,765.8% | 加碼 |
| Beacon Financial Group | 44,452 | $466.6 萬 | 0.65% | −365−0.8% | 減碼 |
| Westpac Banking Corp | 46,046 | $466.8 萬 | 0.06% | +1,548+3.5% | 加碼 |
| Rothschild Investment Corp | 46,603 | $472.5 萬 | 0.41% | −42−0.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 46,893 | $475.4 萬 | 0.07% | +19,614+71.9% | 加碼 |
| Berger Financial Group, Inc | 47,747 | $484.1 萬 | 0.58% | −9,179−16.1% | 減碼 |
| Meyer Handelman Co | 47,772 | $484.3 萬 | 0.20% | −100−0.2% | 減碼 |
| USS Investment Management Ltd | 47,900 | $485.4 萬 | 0.07% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 48,344 | $490.1 萬 | 0.13% | +44,484+1,152.4% | 加碼 |
| Bridgeway Capital Management, LLC | 48,393 | $490.6 萬 | 0.13% | +7,400+18.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 48,488 | $491.6 萬 | 1.24% | +8,767+22.1% | 加碼 |
| Salem Investment Counselors Inc | 48,573 | $492.4 萬 | 0.20% | −1,701−3.4% | 減碼 |
| Country Club Bank | 49,407 | $494.0 萬 | 0.41% | −5,329−9.7% | 減碼 |
| Geneos Wealth Management Inc. | 48,823 | $495.0 萬 | 0.30% | −8,931−15.5% | 減碼 |
| AE Wealth Management LLC | 48,955 | $496.3 萬 | 0.03% | +3,529+7.8% | 加碼 |
| Intact Investment Management Inc. | 49,000 | $496.8 萬 | 0.20% | 00.0% | 不變 |
| Federated Hermes, Inc. | 49,291 | $499.7 萬 | 0.01% | −39,514−44.5% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 49,608 | $502.9 萬 | 1.11% | −2,680−5.1% | 減碼 |
| SG Americas Securities, LLC | 49,760 | $504.5 萬 | 0.07% | +38,749+351.9% | 加碼 |
| RBF Capital, LLC | 50,000 | $506.9 萬 | 0.37% | 00.0% | 不變 |
| Park Avenue Securities LLC | 50,353 | $510.5 萬 | 0.09% | +1,771+3.6% | 加碼 |
| Atria Investments LLC | 50,522 | $512.0 萬 | 0.10% | −276−0.5% | 減碼 |
| First National Bank of Omaha | 50,910 | $516.1 萬 | 0.31% | +13,089+34.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 59,848 | $522.3 萬 | 0.02% | +582+1.0% | 加碼 |
| Wealthfront Advisers LLC | 52,039 | $527.6 萬 | 0.02% | −2,940−5.3% | 減碼 |
| Point72 Asset Management, L.P. | 52,223 | $529.4 萬 | 0.02% | +52,223 | 新進 |
| Kornitzer Capital Management Inc | 53,183 | $539.2 萬 | 0.11% | −368−0.7% | 減碼 |
| Tocqueville Asset Management L.P. | 53,359 | $541.0 萬 | 0.10% | −995−1.8% | 減碼 |
| Brick & Kyle, Associates | 53,589 | $543.3 萬 | 3.11% | −80−0.1% | 減碼 |
| Nkcfo LLC | 54,500 | $552.5 萬 | 2.66% | 00.0% | 不變 |
| Nissay Asset Management Corp | 54,599 | $553.5 萬 | 0.05% | −2,671−4.7% | 減碼 |
| Advisory Services Network, LLC | 54,809 | $555.7 萬 | 0.15% | −842−1.5% | 減碼 |
| Czech National Bank | 54,886 | $556.4 萬 | 0.14% | −436−0.8% | 減碼 |
| Commerce Bank | 55,520 | $562.9 萬 | 0.04% | +897+1.6% | 加碼 |
| United Capital Financial Advisers, LLC | 55,710 | $564.8 萬 | 0.03% | −13,747−19.8% | 減碼 |
| Cohen & Steers, Inc. | 55,914 | $566.9 萬 | 0.01% | −92,644−62.4% | 減碼 |
| Pearl River Capital, LLC | 55,939 | $567.1 萬 | 0.90% | +6,929+14.1% | 加碼 |
| Brown Advisory Inc | 56,183 | $569.6 萬 | 0.01% | +3,450+6.5% | 加碼 |
| Wesbanco Bank Inc | 56,387 | $571.7 萬 | 0.25% | −2,536−4.3% | 減碼 |
| Buckingham Capital Management, Inc. | 56,544 | $573.2 萬 | 0.92% | −3,615−6.0% | 減碼 |
| FIL Ltd | 56,612 | $573.9 萬 | 0.01% | −537−0.9% | 減碼 |
| Oppenheimer & Co Inc | 56,757 | $575.4 萬 | 0.12% | +17,414+44.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,755 | $595.7 萬 | 0.02% | −1,090−1.8% | 減碼 |
| Atlantic Union Bankshares Corp | 60,043 | $608.7 萬 | 0.63% | −3,974−6.2% | 減碼 |
| Kestra Advisory Services, LLC | 60,452 | $612.9 萬 | 0.07% | −24,299−28.7% | 減碼 |
| Mount Lucas Management LP | 60,587 | $614.2 萬 | 2.09% | +3,107+5.4% | 加碼 |
| Simmons Bank | 60,872 | $617.1 萬 | 0.53% | +7,680+14.4% | 加碼 |
| First American Trust, FSB | 60,995 | $618.4 萬 | 0.92% | −640−1.0% | 減碼 |
| Congress Wealth Management LLC | 61,157 | $620.0 萬 | 0.15% | −189−0.3% | 減碼 |
| Cetera Advisor Networks LLC | 61,207 | $620.5 萬 | 0.05% | +3,830+6.7% | 加碼 |
| Montgomery Investment Management Inc | 61,242 | $620.9 萬 | 2.19% | −100.0% | 減碼 |
| Alley Investment Management Company, LLC | 61,530 | $623.8 萬 | 1.04% | +2,010+3.4% | 加碼 |
| Wintrust Investments LLC | 61,637 | $624.9 萬 | 0.80% | −832−1.3% | 減碼 |
| Credit Agricole S A | 63,153 | $640.2 萬 | 0.27% | +62,630+11,975.1% | 加碼 |
| Cypress Capital Group | 63,778 | $646.6 萬 | 0.99% | +7,245+12.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 64,394 | $652.8 萬 | 0.14% | −13,726−17.6% | 減碼 |
| Optiver Holding B.V. | 64,472 | $653.6 萬 | 0.30% | +64,472 | 新進 |