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 13F 持有人
Phillips 66 在 2023/6/30 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
- 1,542
- 較 2023 年第 1 季 −16 家
- 持有股數
- 3.24 億
- 較 2023 年第 1 季 −3,729 萬 (−10.3%)
- 總市值
- $308.8 億
- 較 2023 年第 1 季 −$24.8 億 (−7.4%)
- 新進機構
- 102
- 另有 556 家加碼
- 清倉機構
- 118
- 另有 618 家減碼
另有 15 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 53,166 | $507.1 萬 | 0.10% | −170.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 52,578 | $501.5 萬 | 0.03% | +18,624+54.9% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 51,980 | $495.8 萬 | 1.08% | +2,372+4.8% | 加碼 |
| Nissay Asset Management Corp | 51,576 | $491.9 萬 | 0.04% | −3,023−5.5% | 減碼 |
| Tocqueville Asset Management L.P. | 51,509 | $491.3 萬 | 0.09% | −1,850−3.5% | 減碼 |
| Kesler, Norman & Wride, LLC | 51,197 | $488.3 萬 | 1.18% | +2,709+5.6% | 加碼 |
| Atria Investments LLC | 51,100 | $487.3 萬 | 0.09% | +578+1.1% | 加碼 |
| Scotia Capital Inc. | 51,085 | $487.2 萬 | 0.03% | +7,733+17.8% | 加碼 |
| Cresset Asset Management, LLC | 50,647 | $483.1 萬 | 0.03% | +37,489+284.9% | 加碼 |
| Norinchukin Bank, The | 50,447 | $481.2 萬 | 0.08% | +18,595+58.4% | 加碼 |
| Advisors Capital Management, LLC | 50,230 | $479.1 萬 | 0.11% | +1,886+3.9% | 加碼 |
| RBF Capital, LLC | 50,000 | $476.9 萬 | 0.30% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 49,898 | $475.9 萬 | 0.17% | +1,325+2.7% | 加碼 |
| Aigen Investment Management, LP | 49,301 | $470.2 萬 | 0.69% | +49,301 | 新進 |
| Cohen & Steers, Inc. | 49,089 | $468.2 萬 | 0.01% | −6,825−12.2% | 減碼 |
| First National Bank of Omaha | 48,985 | $467.2 萬 | 0.27% | −1,925−3.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 48,823 | $465.6 萬 | 0.12% | −15,571−24.2% | 減碼 |
| Bridgeway Capital Management, LLC | 48,393 | $461.6 萬 | 0.11% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 48,259 | $460.3 萬 | 0.31% | +2,900+6.4% | 加碼 |
| Wealthfront Advisers LLC | 47,616 | $454.2 萬 | 0.02% | −4,423−8.5% | 減碼 |
| NewSquare Capital LLC | 47,594 | $453.9 萬 | 0.47% | +3,190+7.2% | 加碼 |
| Avantax Advisory Services, Inc. | 47,407 | $452.2 萬 | 0.05% | −18,296−27.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 47,015 | $448.4 萬 | 0.06% | +13,427+40.0% | 加碼 |
| Rothschild Investment Corp | 46,976 | $448.1 萬 | 0.37% | +373+0.8% | 加碼 |
| Rodgers Brothers Inc. | 46,918 | $447.5 萬 | 0.79% | +2,250+5.0% | 加碼 |
| Berger Financial Group, Inc | 46,546 | $444.0 萬 | 0.50% | −1,201−2.5% | 減碼 |
| Dakota Wealth Management | 46,387 | $442.4 萬 | 0.21% | +10,746+30.2% | 加碼 |
| Teza Capital Management LLC | 45,979 | $438.5 萬 | 0.71% | +26,019+130.4% | 加碼 |
| Disciplined Investments, LLC | 45,875 | $437.6 萬 | 2.34% | −40.0% | 減碼 |
| Country Club Bank | 46,239 | $437.1 萬 | 0.35% | −3,168−6.4% | 減碼 |
| Stolper Co | 44,665 | $426.0 萬 | 1.79% | −179−0.4% | 減碼 |
| Telos Capital Management, Inc. | 44,648 | $425.8 萬 | 0.57% | +273+0.6% | 加碼 |
| Private Advisor Group, LLC | 41,399 | $425.5 萬 | 0.04% | −343−0.8% | 減碼 |
| King Luther Capital Management Corp | 44,271 | $422.3 萬 | 0.02% | +2,120+5.0% | 加碼 |
| Gateway Investment Advisers LLC | 44,258 | $422.1 萬 | 0.05% | +9,436+27.1% | 加碼 |
| Mirador Capital Partners LP | 44,134 | $421.0 萬 | 1.00% | −293−0.7% | 減碼 |
| Colonial Trust Advisors | 44,025 | $419.9 萬 | 0.47% | +1,756+4.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 43,807 | $417.8 萬 | 0.06% | −3,086−6.6% | 減碼 |
| Level Four Advisory Services, LLC | 43,751 | $417.3 萬 | 0.25% | −47−0.1% | 減碼 |
| Beacon Financial Group | 44,077 | $416.7 萬 | 0.57% | −375−0.8% | 減碼 |
| Bank of Nova Scotia | 43,571 | $415.6 萬 | 0.01% | +3,248+8.1% | 加碼 |
| United Capital Financial Advisers, LLC | 43,315 | $413.1 萬 | 0.02% | −12,395−22.2% | 減碼 |
| Ancora Advisors, LLC | 43,157 | $411.6 萬 | 0.11% | −926−2.1% | 減碼 |
| Canal Insurance CO | 42,500 | $405.4 萬 | 1.14% | +10,000+30.8% | 加碼 |
| Umb Bank N A | 42,472 | $405.1 萬 | 0.06% | −160.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 42,400 | $404.4 萬 | 0.29% | −1,728−3.9% | 減碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $401.8 萬 | 1.52% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 41,613 | $396.9 萬 | 0.19% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 41,569 | $396.5 萬 | 0.04% | −528−1.3% | 減碼 |
| Cary Street Partners Asset Management LLC | 41,501 | $395.8 萬 | 0.74% | +145+0.4% | 加碼 |
| Acadian Asset Management LLC | 41,485 | $395.2 萬 | 0.02% | −435,406−91.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 41,401 | $394.9 萬 | 0.04% | +15,949+62.7% | 加碼 |
| Toroso Investments, LLC | 41,349 | $394.4 萬 | 0.12% | +13,609+49.1% | 加碼 |
| Prudential PLC | 40,910 | $390.2 萬 | 0.05% | −2,429−5.6% | 減碼 |
| Huntington National Bank | 40,852 | $389.6 萬 | 0.04% | −480−1.2% | 減碼 |
| Meyer Handelman Co | 40,772 | $388.9 萬 | 0.16% | −7,000−14.7% | 減碼 |
| Gotham Asset Management, LLC | 40,695 | $388.1 萬 | 0.08% | +11,361+38.7% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,274 | $384.1 萬 | 0.06% | +213+0.5% | 加碼 |
| HM Payson & Co | 40,090 | $382.4 萬 | 0.09% | −314−0.8% | 減碼 |
| Cerity Partners LLC | 39,806 | $379.7 萬 | 0.01% | +282+0.7% | 加碼 |
| Coldstream Capital Management Inc | 39,775 | $379.4 萬 | 0.12% | −300−0.7% | 減碼 |
| Mackenzie Financial Corp | 39,644 | $379.2 萬 | 0.01% | −1,428−3.5% | 減碼 |
| Intact Investment Management Inc. | 39,500 | $376.8 萬 | 0.15% | −9,500−19.4% | 減碼 |
| Shorepoint Capital Partners LLC | 38,973 | $371.7 萬 | 1.05% | +1,278+3.4% | 加碼 |
| Chatham Capital Group, Inc. | 38,215 | $364.5 萬 | 0.77% | −1,000−2.6% | 減碼 |
| Alta Capital Management LLC | 38,052 | $362.9 萬 | 0.25% | +761+2.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 37,930 | $361.8 萬 | 0.11% | +192+0.5% | 加碼 |
| Altrius Capital Management Inc | 37,922 | $361.7 萬 | 1.07% | +425+1.1% | 加碼 |
| Securian Asset Management, Inc | 37,433 | $357.0 萬 | 0.09% | −1,131−2.9% | 減碼 |
| Alpha Omega Wealth Management LLC | 37,399 | $356.7 萬 | 0.60% | +215+0.6% | 加碼 |
| Kentucky Retirement Systems | 36,894 | $351.9 萬 | 0.12% | +49+0.1% | 加碼 |
| Brady Family Wealth, LLC | 36,852 | $351.5 萬 | 1.31% | +651+1.8% | 加碼 |
| National Asset Management, Inc. | 36,623 | $349.3 萬 | 0.08% | +2,872+8.5% | 加碼 |
| Farmers & Merchants Investments Inc | 36,532 | $348.4 萬 | 0.13% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 36,445 | $347.6 萬 | 0.13% | −2,666−6.8% | 減碼 |
| Marathon Capital Management | 36,380 | $347.0 萬 | 0.86% | −3,900−9.7% | 減碼 |
| Invesco, LLC | 36,195 | $345.2 萬 | 1.70% | +36,195 | 新進 |
| Daiwa Securities Group Inc. | 36,111 | $344.4 萬 | 0.02% | −526−1.4% | 減碼 |
| 1832 Asset Management L.P. | 36,058 | $343.9 萬 | 0.01% | +36,058 | 新進 |
| Oregon Public Employees Retirement Fund | 35,718 | $340.7 萬 | 0.04% | −69,675−66.1% | 減碼 |
| Cetera Investment Advisers | 35,560 | $339.2 萬 | 0.03% | −4,792−11.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,340 | $337.1 萬 | 0.01% | −116−0.3% | 減碼 |
| Maryland State Retirement & Pension System | 35,192 | $335.7 萬 | 0.07% | −1,857−5.0% | 減碼 |
| Nations Financial Group Inc, | 35,120 | $335.0 萬 | 0.33% | +214+0.6% | 加碼 |
| Martin Capital Partners, LLC | 35,116 | $334.9 萬 | 1.36% | −1,078−3.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 34,989 | $333.7 萬 | 0.05% | −962−2.7% | 減碼 |
| Pinnacle Associates Ltd | 34,942 | $333.3 萬 | 0.06% | +108+0.3% | 加碼 |
| Meeder Asset Management Inc | 34,784 | $331.8 萬 | 0.24% | −6,004−14.7% | 減碼 |
| Mattern Wealth Management LLC | 34,664 | $330.6 萬 | 0.96% | +4,276+14.1% | 加碼 |
| Arkadios Wealth Advisors | 34,623 | $330.2 萬 | 0.38% | −34−0.1% | 減碼 |
| First American Bank | 34,151 | $325.7 萬 | 0.28% | −3,153−8.5% | 減碼 |
| CX Institutional | 34,082 | $325.1 萬 | 0.17% | +30,896+969.7% | 加碼 |
| Genus Capital Management Inc. | 34,000 | $324.3 萬 | 0.48% | +34,000 | 新進 |
| Northeast Financial Consultants Inc | 33,200 | $316.7 萬 | 0.19% | 00.0% | 不變 |
| Colonial Trust Co | 33,144 | $316.1 萬 | 0.76% | +173+0.5% | 加碼 |
| Kingsview Wealth Management, LLC | 33,098 | $315.7 萬 | 0.12% | −1,450−4.2% | 減碼 |
| McDonald Partners LLC | 32,984 | $314.6 萬 | 0.96% | −157−0.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 32,959 | $314.4 萬 | 0.00% | +900+2.8% | 加碼 |
| Swiss Life Asset Management Ltd | 32,786 | $312.7 萬 | 0.05% | −5,508−14.4% | 減碼 |
| Magnetar Financial LLC | 32,567 | $310.6 萬 | 0.07% | +32,567 | 新進 |