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 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 | 2,108 | $535.4 億 |
| 2026 年第 1 季 | 2,131 | $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 | 1,795 | $379.0 億 |
| 2024 年第 4 季 | 1,781 | $349.2 億 |
| 2024 年第 3 季 | 1,774 | $398.4 億 |
| 2024 年第 2 季 | 1,786 | $442.0 億 |
| 2024 年第 1 季 | 1,878 | $522.3 億 |
| 2023 年第 4 季 | 1,792 | $437.3 億 |
| 2023 年第 3 季 | 1,663 | $385.1 億 |
| 2023 年第 2 季 | 1,541 | $308.8 億 |
| 2023 年第 1 季 | 1,572 | $334.1 億 |
| 2022 年第 4 季 | 1,574 | $351.1 億 |
| 2022 年第 3 季 | 1,418 | $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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 553,173 | $5,608 萬 | 2.11% | +58,967+11.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 556,671 | $5,644 萬 | 0.13% | −13,400−2.4% | 減碼 |
| Old Republic International Corporation | 557,900 | $5,656 萬 | 1.81% | −500−0.1% | 減碼 |
| M&T Bank Corp | 575,289 | $5,832 萬 | 0.23% | −11,830−2.0% | 減碼 |
| Artemis Investment Management LLP | 577,479 | $5,841 萬 | 0.72% | +126,639+28.1% | 加碼 |
| LPL Financial LLC | 595,952 | $6,042 萬 | 0.05% | +118,523+24.8% | 加碼 |
| Principal Financial Group Inc | 601,724 | $6,100 萬 | 0.04% | +27,087+4.7% | 加碼 |
| Squarepoint Ops LLC | 623,817 | $6,324 萬 | 0.45% | +416,562+201.0% | 加碼 |
| Fayez Sarofim & Co | 625,878 | $6,345 萬 | 0.22% | +44,985+7.7% | 加碼 |
| Price T Rowe Associates Inc | 629,282 | $6,380 萬 | 0.01% | +12,952+2.1% | 加碼 |
| Marshall Wace, LLP | 636,689 | $6,455 萬 | 0.16% | +545,109+595.2% | 加碼 |
| Mariner, LLC | 653,601 | $6,626 萬 | 0.19% | −20,312−3.0% | 減碼 |
| Ameriprise Financial Inc | 701,514 | $7,114 萬 | 0.02% | −214,385−23.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 735,054 | $7,452 萬 | 0.14% | +32,442+4.6% | 加碼 |
| Millennium Management LLC | 735,303 | $7,455 萬 | 0.09% | +672,396+1,068.9% | 加碼 |
| Prudential Financial Inc | 846,200 | $7,468 萬 | 0.12% | +360,335+74.2% | 加碼 |
| American Century Companies Inc | 772,413 | $7,829 萬 | 0.06% | −71,818−8.5% | 減碼 |
| Raymond James & Associates | 782,878 | $7,937 萬 | 0.07% | +24,521+3.2% | 加碼 |
| Credit Suisse AG | 786,932 | $7,978 萬 | 0.08% | +75,388+10.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 788,943 | $7,998 萬 | 0.07% | −4,745−0.6% | 減碼 |
| National Pension Service | 821,941 | $8,219 萬 | 0.15% | +94,125+12.9% | 加碼 |
| California State Teachers Retirement System | 821,079 | $8,324 萬 | 0.12% | −20,753−2.5% | 減碼 |
| AQR Capital Management LLC | 892,486 | $8,869 萬 | 0.19% | +73,442+9.0% | 加碼 |
| California Public Employees Retirement System | 935,829 | $9,487 萬 | 0.08% | −154,569−14.2% | 減碼 |
| Rhumbline Advisers | 939,793 | $9,528 萬 | 0.12% | +7,833+0.8% | 加碼 |
| HRT Financial LP | 980,030 | $9,936 萬 | 1.21% | +980,030 | 新進 |
| Public Employees Retirement Association of Colorado | 987,367 | $1.00 億 | 0.52% | −7,912−0.8% | 減碼 |
| Citigroup Inc | 1,016,545 | $1.03 億 | 0.14% | +32,432+3.3% | 加碼 |
| Citadel Advisors LLC | 1,067,253 | $1.08 億 | 0.12% | −678,259−38.9% | 減碼 |
| HSBC Holdings PLC | 1,080,236 | $1.09 億 | 0.14% | −244,431−18.5% | 減碼 |
| Renaissance Technologies LLC | 1,123,650 | $1.14 億 | 0.15% | +539,400+92.3% | 加碼 |
| Royal Bank of Canada | 1,193,045 | $1.21 億 | 0.04% | +38,183+3.3% | 加碼 |
| Bank of Montreal | 1,221,555 | $1.24 億 | 0.08% | +101,837+9.1% | 加碼 |
| Bahl & Gaynor Inc | 1,308,888 | $1.33 億 | 0.71% | +388,045+42.1% | 加碼 |
| Standard Life Aberdeen plc | 1,400,087 | $1.42 億 | 0.36% | +94,794+7.3% | 加碼 |
| First Trust Advisors LP | 1,417,515 | $1.44 億 | 0.17% | −506,702−26.3% | 減碼 |
| Neuberger Berman Group LLC | 1,436,435 | $1.46 億 | 0.14% | +278,753+24.1% | 加碼 |
| Alliancebernstein L.P. | 1,437,030 | $1.46 億 | 0.06% | +22,382+1.6% | 加碼 |
| Barclays PLC | 1,441,644 | $1.46 億 | 0.15% | −160,573−10.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,536,545 | $1.56 億 | 0.12% | +9,323+0.6% | 加碼 |
| Envestnet Asset Management Inc | 1,760,201 | $1.56 億 | 0.08% | +323,377+22.5% | 加碼 |
| UBS Asset Management Americas Inc | 1,695,360 | $1.72 億 | 0.08% | −1,022,187−37.6% | 減碼 |
| Deutsche Bank AG | 1,777,072 | $1.80 億 | 0.10% | −168,251−8.6% | 減碼 |
| Swiss National Bank | 1,875,750 | $1.90 億 | 0.13% | −79,400−4.1% | 減碼 |
| LSV Asset Management | 1,926,807 | $1.95 億 | 0.44% | −734,938−27.6% | 減碼 |
| Allianz Asset Management GmbH | 2,198,832 | $2.23 億 | 0.47% | +354,521+19.2% | 加碼 |
| Pacer Advisors, Inc. | 2,565,067 | $2.60 億 | 1.11% | +496,621+24.0% | 加碼 |
| Goldman Sachs Group Inc | 2,683,190 | $2.72 億 | 0.07% | +957,524+55.5% | 加碼 |
| Amundi | 2,650,123 | $2.77 億 | 0.15% | −364,887−12.1% | 減碼 |
| Charles Schwab Investment Management Inc | 3,013,652 | $3.06 億 | 0.09% | −43,628−1.4% | 減碼 |
| Nuveen Asset Management, LLC | 3,086,721 | $3.13 億 | 0.12% | −275,697−8.2% | 減碼 |
| Dimensional Fund Advisors LP | 3,129,675 | $3.17 億 | 0.11% | −80,229−2.5% | 減碼 |
| Legal & General Group Plc | 3,464,258 | $3.51 億 | 0.13% | −48,357−1.4% | 減碼 |
| JPMorgan Chase & Co | 3,482,290 | $3.53 億 | 0.05% | −170,603−4.7% | 減碼 |
| UBS Group AG | 3,721,672 | $3.77 億 | 0.17% | −341,470−8.4% | 減碼 |
| Norges Bank | 3,724,648 | $3.78 億 | 0.08% | +225,057+6.4% | 加碼 |
| Bank of New York Mellon Corp | 4,324,590 | $4.38 億 | 0.10% | −249,284−5.5% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 4,595,454 | $4.66 億 | 1.80% | −1,377,184−23.1% | 減碼 |
| Northern Trust Corp | 4,862,690 | $4.93 億 | 0.10% | −60,582−1.2% | 減碼 |
| Invesco Ltd. | 6,058,497 | $6.14 億 | 0.17% | +1,417,429+30.5% | 加碼 |
| Morgan Stanley | 6,803,519 | $6.90 億 | 0.07% | −158,106−2.3% | 減碼 |
| Bank of America Corp | 6,859,397 | $6.95 億 | 0.08% | +366,667+5.6% | 加碼 |
| Aristotle Capital Management, LLC | 7,922,878 | $8.03 億 | 1.68% | −311,785−3.8% | 減碼 |
| FMR LLC | 8,066,680 | $8.18 億 | 0.07% | −1,955,195−19.5% | 減碼 |
| Wellington Management Group LLP | 8,623,978 | $8.74 億 | 0.17% | +2,646,979+44.3% | 加碼 |
| Geode Capital Management, LLC | 9,711,084 | $9.82 億 | 0.13% | −46,715−0.5% | 減碼 |
| Wells Fargo & Company | 17,023,956 | $17.3 億 | 0.53% | +221,781+1.3% | 加碼 |
| State Street Corp | 32,353,890 | $32.8 億 | 0.19% | −304,965−0.9% | 減碼 |
| BlackRock Inc. | 37,428,804 | $37.9 億 | 0.11% | +102,139+0.3% | 加碼 |
| Vanguard Group Inc | 42,302,632 | $42.9 億 | 0.11% | −7,913,499−15.8% | 減碼 |
| Cerity Partners LLC | 39,524 | – | – | −16,115−29.0% | 減碼 |
| Quilter Plc | 2,928 | – | – | 00.0% | 不變 |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −595,814−100.0% | 清倉 |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −591,721−100.0% | 清倉 |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −216,018−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −196,132−100.0% | 清倉 |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −185,242−100.0% | 清倉 |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −79,107−100.0% | 清倉 |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −70,700−100.0% | 清倉 |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −65,074−100.0% | 清倉 |
| Aristotle Atlantic Partners, LLC | 0 | $0 | 0.00% | −62,567−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −56,413−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −36,444−100.0% | 清倉 |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −25,575−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −21,972−100.0% | 清倉 |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −21,201−100.0% | 清倉 |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −16,978−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −15,579−100.0% | 清倉 |
| Fractal Investments LLC | 0 | $0 | 0.00% | −14,471−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,532−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,433−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,409−100.0% | 清倉 |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −9,875−100.0% | 清倉 |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,495−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,670−100.0% | 清倉 |
| American Trust | 0 | $0 | 0.00% | −8,622−100.0% | 清倉 |
| Invst, LLC | 0 | $0 | 0.00% | −8,216−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −7,230−100.0% | 清倉 |