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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 2,109 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 2 季與 2023 年第 1 季比較

持有 Phillips 66 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

PSX 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數1,573151,542−16
股數3.62 億54.8 萬3.24 億−3,729 萬 (−10.3%)
市值$334.1 億$5,553 萬$308.8 億−$24.8 億 (−7.4%)

15 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(102 家)

2023 年第 2 季季末持有 Phillips 66、2023 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 102 家。

2023 年第 2 季新進 PSX 的機構
機構股數市值佔組合 %
Elliott Investment Management L.P.大師艾略特投資管理775,000$7,392 萬0.88%
Alyeska Investment Group, L.P.316,306$3,017 萬0.23%
EA Series Trust150,433$1,435 萬0.50%
Manning & Napier Group, LLC121,203$1,156 萬0.13%
Jupiter Asset Management Ltd117,100$1,117 萬0.12%
Alaska Permanent Fund Corp90,052$858.9 萬0.17%
Beck Bode, LLC88,089$838.9 萬2.04%
LMR Partners LLP61,520$586.8 萬0.13%
Engineers Gate Manager LP56,659$540.4 萬0.20%
Aigen Investment Management, LP49,301$470.2 萬0.69%
Invesco, LLC36,195$345.2 萬1.70%
1832 Asset Management L.P.36,058$343.9 萬0.01%
Genus Capital Management Inc.34,000$324.3 萬0.48%
Magnetar Financial LLC32,567$310.6 萬0.07%
PFW Advisors LLC20,879$243.5 萬0.81%
Ontario Teachers Pension Plan Board23,522$224.4 萬0.02%
Commerzbank Aktiengesellschaft20,784$198.3 萬0.10%
Hussman Strategic Advisors, Inc.18,800$179.3 萬0.33%
Cercano Management LLC18,500$176.5 萬0.06%
Moser Wealth Advisors, LLC16,606$158.4 萬1.07%
Pinnacle Wealth Management, LLC16,448$156.9 萬1.58%
iA Global Asset Management Inc.13,092$124.9 萬0.03%
Centiva Capital, LP12,826$122.3 萬0.06%
Cynosure Management, LLC11,474$109.4 萬0.33%
Neo Ivy Capital Management9,237$88.1 萬0.46%
GTS Securities LLC8,278$79.0 萬0.02%
WESPAC Advisors, LLC7,974$76.1 萬0.61%
Edgestream Partners, L.P.7,691$73.4 萬0.07%
Nomura Holdings Inc7,059$67.3 萬0.01%
Oversea-Chinese Banking CORP Ltd6,911$65.9 萬0.03%
SPX Equities Gestao de Recursos Ltda6,097$58.2 萬0.03%
Pine Valley Investments Ltd Liability Co6,049$57.7 萬0.06%
Maverick Capital Ltd大師Maverick 資本5,119$48.8 萬0.01%
Probity Advisors, Inc.4,932$47.0 萬0.10%
Sendero Wealth Management, LLC4,726$45.1 萬0.10%
Richwood Investment Advisors, LLC4,410$42.1 萬0.41%
Gallacher Capital Management LLC4,390$41.9 萬0.24%
Affinity Investment Advisors, LLC4,010$38.2 萬0.22%
Straight Path Wealth Management4,004$38.2 萬0.26%
Portside Wealth Group, LLC3,972$37.9 萬0.07%
CFS Investment Advisory Services, LLC3,785$36.1 萬0.05%
Courier Capital LLC3,628$34.6 萬0.03%
Prairie Sky Financial Group LLC3,539$33.8 萬0.23%
Impact Partnership Wealth, LLC3,478$33.2 萬0.12%
UniSuper Management Pty Ltd3,400$32.4 萬0.00%
Plan Group Financial, LLC3,051$30.6 萬0.26%
Prelude Capital Management, LLC3,139$29.9 萬0.02%
Mirabella Financial Services LLP3,115$29.7 萬0.03%
Cornerstone Advisors, LLC3,100$29.6 萬0.01%
Cito Capital Group, LLC3,000$28.6 萬0.13%
Geller Advisors LLC2,946$28.1 萬0.04%
Lakeview Capital Partners, LLC2,901$27.7 萬0.05%
RMB Capital Management, LLC2,863$27.3 萬0.01%
Harel Insurance Investments & Financial Services Ltd.2,760$26.1 萬0.01%
Carl Stuart Investment Advisor, Inc2,663$25.4 萬0.19%
Hamilton Capital, LLC2,541$24.2 萬0.02%
Uncommon Cents Investing LLC2,527$24.1 萬0.09%
LaSalle St. Investment Advisors, LLC2,511$23.9 萬0.11%
Eads & Heald Wealth Management2,351$22.4 萬0.11%
Kovitz Investment Group Partners, LLC2,340$22.3 萬0.00%
Summit Trail Advisors, LLC2,334$22.3 萬0.01%
Crawford Investment Counsel Inc2,304$22.0 萬0.00%
Legacy Private Trust Co.2,250$21.5 萬0.02%
Fidelis Capital Partners, LLC2,208$21.1 萬0.08%
Van Leeuwen & Company, LLC2,201$21.1 萬0.13%
Evoke Wealth, LLC2,194$20.9 萬0.01%
Merit Financial Group, LLC2,174$20.7 萬0.01%
Relyea Zuckerberg Hanson LLC2,148$20.5 萬0.05%
Occudo Quantitative Strategies LP2,130$20.3 萬0.02%
Steel Peak Wealth Management LLC2,117$20.2 萬0.01%
Mma Asset Management LLC2,113$20.2 萬0.12%
St Germain D J Co Inc1,951$18.6 萬0.01%
Headlands Technologies LLC1,904$18.2 萬0.06%
Cherry Tree Wealth Management, LLC1,766$16.8 萬0.05%
Nemes Rush Group LLC1,666$15.9 萬0.03%
Contravisory Investment Management, Inc.1,626$15.5 萬0.04%
Steward Financial Group LLC1,249$11.9 萬0.04%
Options Solutions, LLC1,001$9.55 萬0.09%
ORG Partners LLC930$8.89 萬0.01%
Denali Advisors LLC900$8.58 萬0.03%
Dakota Community Bank & Trust NA728$6.94 萬0.41%
Spotlight Asset Group, Inc.605$5.77 萬0.05%
Tyler-Stone Wealth Management538$5.10 萬0.03%
PCA Investment Advisory Services Inc.394$3.76 萬0.02%
WFA of San Diego, LLC319$3.04 萬0.03%
Fiduciary Alliance LLC318$3.03 萬0.01%
First Capital Advisors Group, LLC.267$2.55 萬0.01%
Horizons Wealth Management253$2.41 萬0.02%
Glass Jacobson Investment Advisors llc210$2.00 萬0.01%
GoalVest Advisory LLC200$1.91 萬0.01%
Robinswood Financial LLC200$1.91 萬0.01%
GW&K Investment Management, LLC174$1.70 萬0.00%
Global Wealth Management Investment Advisory, Inc.150$1.43 萬0.00%
Safeguard Financial, LLC153$1.40 萬0.01%
Northwest Bank & Trust Co138$1.32 萬0.01%
Cornerstone Planning Group LLC112$1.07 萬0.00%
Assetmark, Inc62$5,9140.00%
Coppell Advisory Solutions LLC40$3,7780.00%
Psagot Value Holdings Ltd. / (Israel)27$3,0000.00%
CGC Financial Services, LLC28$2,6710.00%

清倉機構(118 家)

2023 年第 1 季季末持有 Phillips 66、2023 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 118 家。

2023 年第 2 季清倉 PSX 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Renaissance Technologies LLC1,123,650$1.14 億
HRT Financial LP980,030$9,936 萬
First Republic Investment Management, Inc.538,367$5,458 萬
Cinctive Capital Management LP157,542$1,597 萬
Duquesne Family Office LLC大師杜肯家族辦公室100,555$1,019 萬
Premier Fund Managers Ltd88,400$884.0 萬
Optiver Holding B.V.64,472$653.6 萬
FIL Ltd56,612$573.9 萬
Westpac Banking Corp46,046$466.8 萬
Duality Advisers, LP45,370$460.0 萬
Strategic Global Advisors, LLC34,774$352.5 萬
WBI Investments33,454$339.2 萬
L & S Advisors Inc32,536$329.9 萬
Blue Rock Advisors, LLC27,906$282.9 萬
Picton Mahoney Asset Management27,100$274.7 萬
Two Sigma Advisers, LP26,600$269.7 萬
One River Asset Management, LLC22,380$224.5 萬
Centric Wealth Management21,931$222.3 萬
Gries Financial LLC20,473$207.6 萬
Icon Advisers Inc17,000$172.3 萬
Algert Global LLC14,487$146.9 萬
Walleye Trading LLC14,277$144.7 萬
Erste Asset Management GmbH11,000$110.0 萬
Verition Fund Management LLC9,836$99.7 萬
Winton Group Ltd9,359$94.9 萬
Industrial Alliance Investment Management Inc.8,934$90.6 萬
Deuterium Capital Management, LLC8,746$88.7 萬
Qsemble Capital Management, LP8,400$85.2 萬
Wealth Advisory Solutions, LLC8,199$83.1 萬
Northwest & Ethical Investments L.P.7,979$80.9 萬
Dynamic Technology Lab Private Ltd7,960$80.7 萬
Quantitative Investment Management, LLC7,426$75.2 萬
Bristol John W & Co Inc6,140$62.2 萬
Burns Matteson Capital Management, LLC5,944$60.3 萬
Connor, Clark & Lunn Investment Management Ltd.4,803$48.7 萬
OneAscent Wealth Management LLC4,667$47.3 萬
Johnson & White Wealth Management, LLC4,357$44.2 萬
Sherbrooke Park Advisers LLC4,300$43.6 萬
Acrisure Capital Management, LLC4,038$40.9 萬
Bornite Capital Management LP4,000$40.6 萬
AdvisorShares Investments LLC3,818$38.7 萬
Tolleson Wealth Management, Inc.3,425$34.7 萬
Campbell & CO Investment Adviser LLC3,363$34.1 萬
SFMG, LLC3,227$32.7 萬
Nebula Research & Development LLC3,169$32.1 萬
Lombard Odier Asset Management (Switzerland) SA3,157$32.0 萬
Joule Financial, LLC3,112$31.5 萬
Boothbay Fund Management, LLC3,108$31.5 萬
Dover Advisors, LLC3,011$30.5 萬
North Star Asset Management Inc2,863$29.0 萬
OneAscent Financial Services LLC2,864$29.0 萬
WealthBridge Capital Management, LLC2,834$28.7 萬
Oak Thistle LLC2,657$26.9 萬
MAS Advisors LLC2,653$26.9 萬
Chemung Canal Trust Co2,584$26.2 萬
IFG Advisory, LLC2,511$25.5 萬
ING Groep NV2,487$25.2 萬
M Holdings Securities, Inc.2,479$25.1 萬
Renasant Bank2,443$24.8 萬
B&D White Capital Company, LLC2,432$24.7 萬
Burke & Herbert Bank & Trust Co2,394$24.3 萬
Hennion & Walsh Asset Management, Inc.2,367$24.0 萬
Park National Corp2,325$23.6 萬
Dumont & Blake Investment Advisors LLC2,322$23.5 萬
NorthRock Partners, LLC2,186$22.2 萬
Perpetual Ltd2,164$21.9 萬
Beach Investment Counsel Inc2,160$21.9 萬
First Citizens Bank & Trust Co2,152$21.8 萬
Pinnacle Family Advisors, LLC2,128$21.6 萬
Graypoint LLC2,122$21.5 萬
Meredith Wealth Planning2,121$21.5 萬
Brookfield Asset Management Inc.2,106$21.4 萬
Delta Financial Group, Inc.2,101$21.3 萬
Aspiriant, LLC2,077$21.1 萬
SlateStone Wealth, LLC2,070$21.0 萬
Websterrogers Financial Advisors, LLC2,053$20.8 萬
Sentry LLC2,039$20.7 萬
Defender Capital, LLC.2,036$20.6 萬
Wrapmanager Inc2,035$20.6 萬
Cabot Wealth Management Inc2,035$20.6 萬
Sentinel Trust Co Lba2,034$20.6 萬
Edmonds Duncan Registered Investment Advisors, LLC2,030$20.6 萬
Sovereign Financial Group, Inc.2,027$20.5 萬
American Trust Investment Advisors, LLC2,015$20.4 萬
McGowan Group Asset Management, Inc.2,012$20.4 萬
Hoylecohen, LLC2,008$20.4 萬
Murphy Pohlad Asset Management LLC2,005$20.3 萬
Private Wealth Partners, LLC2,000$20.3 萬
Alan B. Lancz & Associates, Inc.1,996$20.2 萬
Liberty Wealth Management LLC1,993$20.2 萬
Compass Financial Advisors LLC1,988$20.2 萬
Eudaimonia Partners, LLC1,985$20.1 萬
Buckingham Strategic Partners1,972$20.0 萬
Exos TFP Holdings LLC1,605$16.3 萬
Garda Capital Partners LP997$10.1 萬
Pointe Capital Management LLC845$8.57 萬
Schubert & Co709$7.19 萬
Chiron Investment Management, LLC691$7.01 萬
Ten Capital Wealth Advisors, LLC584$5.92 萬
Old North State Trust, LLC552$5.60 萬

尚未申報 2023 年第 2 季的機構(15 家)

2023 年第 1 季季末持有 Phillips 66、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 1 季持有 PSX、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Avalon Investment & Advisory482,214$4,889 萬
Pathway Financial Advisers, LLC11,540$117.0 萬
Stillwater Investment Management, LLC9,903$100.4 萬
HighTower Trust Services, LTA8,732$88.4 萬
Cerro Pacific Wealth Advisors LLC7,635$77.4 萬
Kula Investments, LLC6,495$65.8 萬
Ahrens Investment Partners LLC5,220$52.9 萬
HNP Capital LLC3,628$36.8 萬
Parsec Financial Management, Inc.3,024$30.7 萬
LeJeune Puetz Investment Counsel LLC2,520$25.5 萬
Stonnington Group, LLC2,238$23.8 萬
Brainard Capital Management LLC2,178$22.1 萬
True Capital Management1,993$20.2 萬
Clear Perspectives Financial Planning, LLC204$2.07 萬
Householder Group Estate & Retirement Specialist, LLC125$1.30 萬