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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 119,083 | $1,207 萬 | 0.49% | −1,752−1.4% | 減碼 |
| Wallington Asset Management, LLC | 118,805 | $1,204 萬 | 2.41% | +570+0.5% | 加碼 |
| Guggenheim Capital LLC | 118,528 | $1,202 萬 | 0.10% | −6,068−4.9% | 減碼 |
| South Dakota Investment Council | 113,471 | $1,150 萬 | 0.24% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 113,131 | $1,147 萬 | 0.08% | −48,124−29.8% | 減碼 |
| Bridgecreek Investment Management, LLC | 111,040 | $1,126 萬 | 2.32% | −1,950−1.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 109,973 | $1,115 萬 | 0.52% | +13,918+14.5% | 加碼 |
| Voloridge Investment Management, LLC | 109,699 | $1,112 萬 | 0.06% | −89,579−45.0% | 減碼 |
| Illinois Municipal Retirement Fund | 109,699 | $1,112 萬 | 0.24% | +5,733+5.5% | 加碼 |
| Public Sector Pension Investment Board | 109,267 | $1,108 萬 | 0.08% | −1,191−1.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 108,163 | $1,097 萬 | 0.44% | +16,465+18.0% | 加碼 |
| Lawson Kroeker Investment Management Inc | 107,298 | $1,088 萬 | 2.44% | −1,086−1.0% | 減碼 |
| Virginia Retirement Systems Et Al | 106,480 | $1,079 萬 | 0.11% | +106,480 | 新進 |
| Advisors Asset Management, Inc. | 106,452 | $1,079 萬 | 0.22% | −750−0.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 105,393 | $1,068 萬 | 0.13% | +209+0.2% | 加碼 |
| Annex Advisory Services, LLC | 104,208 | $1,056 萬 | 0.57% | +7,531+7.8% | 加碼 |
| Skba Capital Management LLC | 104,085 | $1,055 萬 | 1.97% | 00.0% | 不變 |
| Macquarie Group Ltd | 102,338 | $1,037 萬 | 0.01% | −775−0.8% | 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 |
| Richard C. Young & CO., LTD. | 100,387 | $1,018 萬 | 1.40% | −120−0.1% | 減碼 |
| CCM Investment Advisers LLC | 100,232 | $1,016 萬 | 1.44% | −7,400−6.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 99,673 | $1,011 萬 | 0.05% | −1,961−1.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 97,533 | $988.8 萬 | 0.12% | +97,533 | 新進 |
| Texas Permanent School Fund | 97,153 | $984.9 萬 | 0.10% | +30,001+44.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 96,324 | $976.5 萬 | 0.16% | −4,030−4.0% | 減碼 |
| Raymond James Trust N.A. | 95,486 | $968.0 萬 | 0.31% | +1,535+1.6% | 加碼 |
| Bollard Group LLC | 93,930 | $952.3 萬 | 0.34% | +836+0.9% | 加碼 |
| Navellier & Associates Inc | 92,780 | $940.6 萬 | 1.98% | −1,228−1.3% | 減碼 |
| Schroder Investment Management Group | 91,673 | $929.4 萬 | 0.01% | +19,856+27.6% | 加碼 |
| Gyroscope Capital Management Group, LLC | 90,248 | $914.9 萬 | 2.33% | +2,811+3.2% | 加碼 |
| Payden & Rygel | 90,000 | $912.4 萬 | 0.54% | −89,900−50.0% | 減碼 |
| Heritage Investors Management Corp | 89,655 | $908.9 萬 | 0.39% | −1,106−1.2% | 減碼 |
| Mattern Capital Management, LLC | 87,864 | $890.8 萬 | 1.57% | +5,250+6.4% | 加碼 |
| Trexquant Investment LP | 87,342 | $885.5 萬 | 0.24% | +22,553+34.8% | 加碼 |
| Premier Fund Managers Ltd | 88,400 | $884.0 萬 | 0.35% | −11,900−11.9% | 減碼 |
| RPG Investment Advisory, LLC | 86,544 | $877.4 萬 | 1.55% | +25,540+41.9% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $868.6 萬 | 0.13% | 00.0% | 不變 |
| Pacific Heights Asset Management LLC | 85,000 | $861.7 萬 | 0.81% | +5,000+6.3% | 加碼 |
| CIBC Asset Management Inc | 84,752 | $859.2 萬 | 0.03% | +183+0.2% | 加碼 |
| IFM Investors Pty Ltd | 84,595 | $857.6 萬 | 0.13% | +2,420+2.9% | 加碼 |
| Mercer Global Advisors Inc | 83,987 | $851.5 萬 | 0.04% | −6,540−7.2% | 減碼 |
| Bell Bank | 83,869 | $850.3 萬 | 0.90% | +81,328+3,200.6% | 加碼 |
| Utah Retirement Systems | 82,967 | $841.1 萬 | 0.12% | −1,000−1.2% | 減碼 |
| FourThought Financial Partners, LLC | 82,863 | $840.1 萬 | 1.15% | +2,412+3.0% | 加碼 |
| Adell Harriman & Carpenter Inc | 81,252 | $823.7 萬 | 0.88% | +4,221+5.5% | 加碼 |
| National Bank of Canada | 80,862 | $823.2 萬 | 0.02% | +40,486+100.3% | 加碼 |
| DT Investment Partners, LLC | 82,998 | $816.7 萬 | 0.99% | +10,038+13.8% | 加碼 |
| Opus Investment Management Inc | 79,689 | $807.9 萬 | 2.92% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 79,280 | $803.7 萬 | 0.10% | −8,755−9.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,999 | $800.9 萬 | 0.07% | −892−1.1% | 減碼 |
| Calamos Advisors LLC | 78,461 | $795.4 萬 | 0.04% | −9,808−11.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 78,133 | $792.1 萬 | 0.19% | +9,345+13.6% | 加碼 |
| Xponance, Inc. | 76,107 | $771.6 萬 | 0.11% | +608+0.8% | 加碼 |
| Marco Investment Management LLC | 76,058 | $771.1 萬 | 0.87% | +202+0.3% | 加碼 |
| GWM Advisors LLC | 75,397 | $760.6 萬 | 0.10% | +4,609+6.5% | 加碼 |
| New York Life Investment Management LLC | 74,950 | $759.8 萬 | 0.08% | −1,171−1.5% | 減碼 |
| Visionary Wealth Advisors | 74,183 | $752.1 萬 | 0.64% | −1,457−1.9% | 減碼 |
| Janus Henderson Group PLC | 73,922 | $749.2 萬 | 0.00% | +13,425+22.2% | 加碼 |
| Venture Visionary Partners LLC | 73,118 | $741.3 萬 | 0.47% | +10,736+17.2% | 加碼 |
| Fort Point Capital Partners LLC | 71,609 | $726.0 萬 | 1.19% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 71,236 | $722.2 萬 | 0.32% | −2,824−3.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 70,863 | $718.4 萬 | 0.81% | +1,033+1.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 68,303 | $692.5 萬 | 0.51% | −1,167−1.7% | 減碼 |
| Foundation Resource Management Inc | 68,028 | $689.7 萬 | 1.14% | −36−0.1% | 減碼 |
| D.A. Davidson & Co. | 67,544 | $684.5 萬 | 0.08% | +578+0.9% | 加碼 |
| Man Group plc | – | $679.6 萬 | 0.02% | – | – |
| Mutual of America Capital Management LLC | 66,701 | $676.2 萬 | 0.08% | −828−1.2% | 減碼 |
| Bayesian Capital Management, LP | 66,033 | $669.4 萬 | 0.83% | +39,473+148.6% | 加碼 |
| Avantax Advisory Services, Inc. | 65,703 | $666.1 萬 | 0.08% | +15,025+29.6% | 加碼 |
| Royal Fund Management, LLC | 65,497 | $664.0 萬 | 1.00% | +1,468+2.3% | 加碼 |
| Optiver Holding B.V. | 64,472 | $653.6 萬 | 0.30% | +64,472 | 新進 |
| Gulf International Bank (UK) Ltd | 64,394 | $652.8 萬 | 0.14% | −13,726−17.6% | 減碼 |
| Cypress Capital Group | 63,778 | $646.6 萬 | 0.99% | +7,245+12.8% | 加碼 |
| Credit Agricole S A | 63,153 | $640.2 萬 | 0.27% | +62,630+11,975.1% | 加碼 |
| Wintrust Investments LLC | 61,637 | $624.9 萬 | 0.80% | −832−1.3% | 減碼 |
| Alley Investment Management Company, LLC | 61,530 | $623.8 萬 | 1.04% | +2,010+3.4% | 加碼 |
| Montgomery Investment Management Inc | 61,242 | $620.9 萬 | 2.19% | −100.0% | 減碼 |
| Cetera Advisor Networks LLC | 61,207 | $620.5 萬 | 0.05% | +3,830+6.7% | 加碼 |
| Congress Wealth Management LLC | 61,157 | $620.0 萬 | 0.15% | −189−0.3% | 減碼 |
| First American Trust, FSB | 60,995 | $618.4 萬 | 0.92% | −640−1.0% | 減碼 |
| Simmons Bank | 60,872 | $617.1 萬 | 0.53% | +7,680+14.4% | 加碼 |
| Mount Lucas Management LP | 60,587 | $614.2 萬 | 2.09% | +3,107+5.4% | 加碼 |
| Kestra Advisory Services, LLC | 60,452 | $612.9 萬 | 0.07% | −24,299−28.7% | 減碼 |
| Atlantic Union Bankshares Corp | 60,043 | $608.7 萬 | 0.63% | −3,974−6.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,755 | $595.7 萬 | 0.02% | −1,090−1.8% | 減碼 |
| Oppenheimer & Co Inc | 56,757 | $575.4 萬 | 0.12% | +17,414+44.3% | 加碼 |
| FIL Ltd | 56,612 | $573.9 萬 | 0.01% | −537−0.9% | 減碼 |
| Buckingham Capital Management, Inc. | 56,544 | $573.2 萬 | 0.92% | −3,615−6.0% | 減碼 |
| Wesbanco Bank Inc | 56,387 | $571.7 萬 | 0.25% | −2,536−4.3% | 減碼 |
| Brown Advisory Inc | 56,183 | $569.6 萬 | 0.01% | +3,450+6.5% | 加碼 |
| Pearl River Capital, LLC | 55,939 | $567.1 萬 | 0.90% | +6,929+14.1% | 加碼 |
| Cohen & Steers, Inc. | 55,914 | $566.9 萬 | 0.01% | −92,644−62.4% | 減碼 |
| United Capital Financial Advisers, LLC | 55,710 | $564.8 萬 | 0.03% | −13,747−19.8% | 減碼 |
| Commerce Bank | 55,520 | $562.9 萬 | 0.04% | +897+1.6% | 加碼 |
| Czech National Bank | 54,886 | $556.4 萬 | 0.14% | −436−0.8% | 減碼 |
| Advisory Services Network, LLC | 54,809 | $555.7 萬 | 0.15% | −842−1.5% | 減碼 |
| Nissay Asset Management Corp | 54,599 | $553.5 萬 | 0.05% | −2,671−4.7% | 減碼 |
| Nkcfo LLC | 54,500 | $552.5 萬 | 2.66% | 00.0% | 不變 |
| Brick & Kyle, Associates | 53,589 | $543.3 萬 | 3.11% | −80−0.1% | 減碼 |
| Tocqueville Asset Management L.P. | 53,359 | $541.0 萬 | 0.10% | −995−1.8% | 減碼 |