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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 65,497 | $664.0 萬 | 1.00% | +1,468+2.3% | 加碼 |
| Avantax Advisory Services, Inc. | 65,703 | $666.1 萬 | 0.08% | +15,025+29.6% | 加碼 |
| Bayesian Capital Management, LP | 66,033 | $669.4 萬 | 0.83% | +39,473+148.6% | 加碼 |
| Mutual of America Capital Management LLC | 66,701 | $676.2 萬 | 0.08% | −828−1.2% | 減碼 |
| Man Group plc | – | $679.6 萬 | 0.02% | – | – |
| D.A. Davidson & Co. | 67,544 | $684.5 萬 | 0.08% | +578+0.9% | 加碼 |
| Foundation Resource Management Inc | 68,028 | $689.7 萬 | 1.14% | −36−0.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 68,303 | $692.5 萬 | 0.51% | −1,167−1.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 70,863 | $718.4 萬 | 0.81% | +1,033+1.5% | 加碼 |
| Bryn Mawr Trust Co | 71,236 | $722.2 萬 | 0.32% | −2,824−3.8% | 減碼 |
| Fort Point Capital Partners LLC | 71,609 | $726.0 萬 | 1.19% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 73,118 | $741.3 萬 | 0.47% | +10,736+17.2% | 加碼 |
| Janus Henderson Group PLC | 73,922 | $749.2 萬 | 0.00% | +13,425+22.2% | 加碼 |
| Visionary Wealth Advisors | 74,183 | $752.1 萬 | 0.64% | −1,457−1.9% | 減碼 |
| New York Life Investment Management LLC | 74,950 | $759.8 萬 | 0.08% | −1,171−1.5% | 減碼 |
| GWM Advisors LLC | 75,397 | $760.6 萬 | 0.10% | +4,609+6.5% | 加碼 |
| Marco Investment Management LLC | 76,058 | $771.1 萬 | 0.87% | +202+0.3% | 加碼 |
| Xponance, Inc. | 76,107 | $771.6 萬 | 0.11% | +608+0.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 78,133 | $792.1 萬 | 0.19% | +9,345+13.6% | 加碼 |
| Calamos Advisors LLC | 78,461 | $795.4 萬 | 0.04% | −9,808−11.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,999 | $800.9 萬 | 0.07% | −892−1.1% | 減碼 |
| Yousif Capital Management, LLC | 79,280 | $803.7 萬 | 0.10% | −8,755−9.9% | 減碼 |
| Opus Investment Management Inc | 79,689 | $807.9 萬 | 2.92% | 00.0% | 不變 |
| DT Investment Partners, LLC | 82,998 | $816.7 萬 | 0.99% | +10,038+13.8% | 加碼 |
| National Bank of Canada | 80,862 | $823.2 萬 | 0.02% | +40,486+100.3% | 加碼 |
| Adell Harriman & Carpenter Inc | 81,252 | $823.7 萬 | 0.88% | +4,221+5.5% | 加碼 |
| FourThought Financial Partners, LLC | 82,863 | $840.1 萬 | 1.15% | +2,412+3.0% | 加碼 |
| Utah Retirement Systems | 82,967 | $841.1 萬 | 0.12% | −1,000−1.2% | 減碼 |
| Bell Bank | 83,869 | $850.3 萬 | 0.90% | +81,328+3,200.6% | 加碼 |
| Mercer Global Advisors Inc | 83,987 | $851.5 萬 | 0.04% | −6,540−7.2% | 減碼 |
| IFM Investors Pty Ltd | 84,595 | $857.6 萬 | 0.13% | +2,420+2.9% | 加碼 |
| CIBC Asset Management Inc | 84,752 | $859.2 萬 | 0.03% | +183+0.2% | 加碼 |
| Pacific Heights Asset Management LLC | 85,000 | $861.7 萬 | 0.81% | +5,000+6.3% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $868.6 萬 | 0.13% | 00.0% | 不變 |
| RPG Investment Advisory, LLC | 86,544 | $877.4 萬 | 1.55% | +25,540+41.9% | 加碼 |
| Premier Fund Managers Ltd | 88,400 | $884.0 萬 | 0.35% | −11,900−11.9% | 減碼 |
| Trexquant Investment LP | 87,342 | $885.5 萬 | 0.24% | +22,553+34.8% | 加碼 |
| Mattern Capital Management, LLC | 87,864 | $890.8 萬 | 1.57% | +5,250+6.4% | 加碼 |
| Heritage Investors Management Corp | 89,655 | $908.9 萬 | 0.39% | −1,106−1.2% | 減碼 |
| Payden & Rygel | 90,000 | $912.4 萬 | 0.54% | −89,900−50.0% | 減碼 |
| Gyroscope Capital Management Group, LLC | 90,248 | $914.9 萬 | 2.33% | +2,811+3.2% | 加碼 |
| Schroder Investment Management Group | 91,673 | $929.4 萬 | 0.01% | +19,856+27.6% | 加碼 |
| Navellier & Associates Inc | 92,780 | $940.6 萬 | 1.98% | −1,228−1.3% | 減碼 |
| Bollard Group LLC | 93,930 | $952.3 萬 | 0.34% | +836+0.9% | 加碼 |
| Raymond James Trust N.A. | 95,486 | $968.0 萬 | 0.31% | +1,535+1.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 96,324 | $976.5 萬 | 0.16% | −4,030−4.0% | 減碼 |
| Texas Permanent School Fund | 97,153 | $984.9 萬 | 0.10% | +30,001+44.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 97,533 | $988.8 萬 | 0.12% | +97,533 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 99,673 | $1,011 萬 | 0.05% | −1,961−1.9% | 減碼 |
| CCM Investment Advisers LLC | 100,232 | $1,016 萬 | 1.44% | −7,400−6.9% | 減碼 |
| Richard C. Young & CO., LTD. | 100,387 | $1,018 萬 | 1.40% | −120−0.1% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 100,555 | $1,019 萬 | 0.44% | −13,295−11.7% | 減碼 |
| Macquarie Group Ltd | 102,338 | $1,037 萬 | 0.01% | −775−0.8% | 減碼 |
| Skba Capital Management LLC | 104,085 | $1,055 萬 | 1.97% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 104,208 | $1,056 萬 | 0.57% | +7,531+7.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 105,393 | $1,068 萬 | 0.13% | +209+0.2% | 加碼 |
| Advisors Asset Management, Inc. | 106,452 | $1,079 萬 | 0.22% | −750−0.7% | 減碼 |
| Virginia Retirement Systems Et Al | 106,480 | $1,079 萬 | 0.11% | +106,480 | 新進 |
| Lawson Kroeker Investment Management Inc | 107,298 | $1,088 萬 | 2.44% | −1,086−1.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 108,163 | $1,097 萬 | 0.44% | +16,465+18.0% | 加碼 |
| Public Sector Pension Investment Board | 109,267 | $1,108 萬 | 0.08% | −1,191−1.1% | 減碼 |
| Illinois Municipal Retirement Fund | 109,699 | $1,112 萬 | 0.24% | +5,733+5.5% | 加碼 |
| Voloridge Investment Management, LLC | 109,699 | $1,112 萬 | 0.06% | −89,579−45.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 109,973 | $1,115 萬 | 0.52% | +13,918+14.5% | 加碼 |
| Bridgecreek Investment Management, LLC | 111,040 | $1,126 萬 | 2.32% | −1,950−1.7% | 減碼 |
| Teacher Retirement System of Texas | 113,131 | $1,147 萬 | 0.08% | −48,124−29.8% | 減碼 |
| South Dakota Investment Council | 113,471 | $1,150 萬 | 0.24% | 00.0% | 不變 |
| Guggenheim Capital LLC | 118,528 | $1,202 萬 | 0.10% | −6,068−4.9% | 減碼 |
| Wallington Asset Management, LLC | 118,805 | $1,204 萬 | 2.41% | +570+0.5% | 加碼 |
| Associated Banc-Corp | 119,083 | $1,207 萬 | 0.49% | −1,752−1.4% | 減碼 |
| MetLife Investment Management | 120,259 | $1,219 萬 | 0.09% | −3,173−2.6% | 減碼 |
| Morgan Dempsey Capital Management LLC | 121,047 | $1,227 萬 | 3.32% | +2,973+2.5% | 加碼 |
| Quadrature Capital Ltd | 123,567 | $1,252 萬 | 0.34% | +98,306+389.2% | 加碼 |
| Torray LLC | 124,092 | $1,258 萬 | 2.26% | +180.0% | 加碼 |
| Two Sigma Investments, LP | 124,917 | $1,266 萬 | 0.04% | +124,917 | 新進 |
| American International Group, Inc. | 126,494 | $1,282 萬 | 0.08% | −18,642−12.8% | 減碼 |
| Hi-Line Capital Management, LLC | 126,501 | $1,282 萬 | 4.38% | +950+0.8% | 加碼 |
| State of Alaska, Department of Revenue | 126,678 | $1,284 萬 | 0.15% | −1,720−1.3% | 減碼 |
| ProShare Advisors LLC | 127,007 | $1,288 萬 | 0.04% | +6,526+5.4% | 加碼 |
| American Assets Investment Management, LLC | 127,800 | $1,296 萬 | 1.49% | 00.0% | 不變 |
| State of Michigan Retirement System | 128,012 | $1,298 萬 | 0.09% | −400−0.3% | 減碼 |
| Amalgamated Bank | 128,716 | $1,305 萬 | 0.11% | +5,310+4.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 128,778 | $1,306 萬 | 0.29% | +8,189+6.8% | 加碼 |
| Arizona State Retirement System | 129,049 | $1,308 萬 | 0.12% | −2,024−1.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 130,326 | $1,321 萬 | 0.12% | +72,042+123.6% | 加碼 |
| F&V Capital Management, LLC | 130,780 | $1,326 萬 | 4.40% | +7,768+6.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 131,173 | $1,330 萬 | 0.20% | +2,497+1.9% | 加碼 |
| Nomura Asset Management Co Ltd | 131,967 | $1,338 萬 | 0.07% | +481+0.4% | 加碼 |
| Schwerin Boyle Capital Management Inc | 136,331 | $1,382 萬 | 1.42% | −6,950−4.9% | 減碼 |
| Retirement Systems of Alabama | 137,737 | $1,396 萬 | 0.06% | −13,677−9.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 138,897 | $1,408 萬 | 0.03% | +11,667+9.2% | 加碼 |
| Empowered Funds, LLC | 140,488 | $1,424 萬 | 0.84% | +17,228+14.0% | 加碼 |
| Gabelli Funds LLC | 142,000 | $1,440 萬 | 0.11% | −25,500−15.2% | 減碼 |
| AMF Pensionsforsakring AB | 145,799 | $1,480 萬 | 0.15% | 00.0% | 不變 |
| Bridgewater Associates, LP | 146,436 | $1,485 萬 | 0.09% | +146,436 | 新進 |
| Hikari Tsushin, Inc. | 147,638 | $1,497 萬 | 1.56% | 00.0% | 不變 |
| Spirit of America Management Corp | 148,486 | $1,505 萬 | 3.37% | −500−0.3% | 減碼 |
| Thrivent Financial for Lutherans | 151,190 | $1,533 萬 | 0.04% | −582−0.4% | 減碼 |
| Captrust Financial Advisors | 152,092 | $1,542 萬 | 0.07% | −3,028−2.0% | 減碼 |
| Keybank National Association | 154,104 | $1,562 萬 | 0.07% | −2,008−1.3% | 減碼 |