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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 3 季與 2023 年第 2 季比較

持有 Phillips 66 的機構從 2023 年第 2 季到 2023 年第 3 季的變化。

2023 年第 3 季全部持有人2023 年第 2 季全部持有人

PSX 的 13F 持有人:2023 年第 2 季與 2023 年第 3 季比較
項目2023 年第 2 季其中尚未申報 2023 年第 3 季2023 年第 3 季變化
持有家數1,542201,664+142
股數3.24 億91.4 萬3.21 億−253.0 萬 (−0.8%)
市值$308.8 億$8,716 萬$385.1 億+$77.2 億 (+25.1%)

20 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(215 家)

2023 年第 3 季季末持有 Phillips 66、2023 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 215 家。

2023 年第 3 季新進 PSX 的機構
機構股數市值佔組合 %
Harris Associates L P大師Oakmark(Harris Associates)1,905,478$2.29 億0.45%
Merewether Investment Management, LP612,700$7,362 萬4.45%
Renaissance Technologies LLC541,779$6,510 萬0.11%
MUFG Securities EMEA plc425,000$5,106 萬5.47%
First Republic Investment Management, Inc.366,158$4,399 萬0.13%
Arrowstreet Capital, Limited Partnership330,910$3,976 萬0.05%
Twinbeech Capital LP315,364$3,789 萬0.73%
Pictet Asset Management Holding SA244,512$2,938 萬0.04%
HRT Financial LP207,166$2,489 萬0.25%
ExodusPoint Capital Management, LP138,290$1,662 萬0.21%
PointState Capital LP118,059$1,418 萬0.49%
ING Groep NV81,502$979.2 萬0.09%
La Banque Postale Asset Management SA81,254$976.3 萬0.22%
Envestnet Portfolio Solutions, Inc.79,346$953.3 萬0.05%
Payden & Rygel Investment Group74,100$890.3 萬0.70%
Verity & Verity, LLC59,208$711.4 萬0.89%
AMJ Financial Wealth Management37,926$455.7 萬2.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors33,482$402.3 萬0.53%
Cozad Asset Management Inc23,890$287.0 萬0.37%
Richard Bernstein Advisors LLC23,474$282.0 萬0.06%
Monument Capital Management21,676$260.4 萬0.87%
Vident Advisory, LLC20,576$247.2 萬0.08%
QRG Capital Management, Inc.20,420$245.3 萬0.04%
Financial Engines Advisors L.L.C.19,983$240.1 萬0.01%
Duality Advisers, LP17,980$216.0 萬0.26%
Campbell & CO Investment Adviser LLC16,970$203.9 萬0.24%
Cavalier Investments, LLC15,105$181.5 萬0.71%
Retireful, LLC14,297$171.8 萬0.82%
WCG Wealth Advisors LLC13,408$165.4 萬0.12%
Pathway Financial Advisers, LLC11,902$143.0 萬0.59%
Donoghue Forlines LLC11,626$139.7 萬0.50%
Verition Fund Management LLC11,268$135.4 萬0.02%
Tiaa Trust, National Association11,146$133.9 萬0.00%
Erste Asset Management GmbH10,300$127.1 萬0.02%
Axq Capital, LP9,900$118.9 萬0.42%
XTX Topco Ltd9,643$115.9 萬0.20%
Rathbone Brothers plc8,568$102.9 萬0.01%
Aventail Capital Group, LP8,271$99.4 萬0.07%
Ramirez Asset Management, Inc.7,374$88.6 萬0.19%
Landscape Capital Management, L.L.C.7,255$87.2 萬0.12%
Agf Management Ltd7,191$86.4 萬0.01%
Alpha DNA Investment Management LLC6,923$83.2 萬0.53%
ISAM Funds (UK) Ltd6,876$82.6 萬0.52%
Western Financial Corp6,584$79.1 萬0.58%
Mach-1 Financial Group, Inc.6,276$75.4 萬0.32%
First Dallas Securities Inc.6,267$75.3 萬0.17%
Wealth Advisory Solutions, LLC6,105$73.4 萬0.14%
Key Bridge Compliance, LLC6,105$73.4 萬0.23%
Jaffetilchin Investment Partners, LLC5,494$66.0 萬0.07%
Kingswood Wealth Advisors, LLC5,237$62.9 萬0.11%
Northwest & Ethical Investments L.P.4,825$58.0 萬0.02%
BluePath Capital Management, LLC4,810$57.8 萬0.53%
NBC Securities, Inc.4,567$54.8 萬0.06%
NEOS Investment Management LLC4,490$53.9 萬0.07%
Symmetry Investments LP4,437$53.3 萬0.15%
Peregrine Asset Advisers, Inc.4,430$53.2 萬0.28%
Strait & Sound Wealth Management LLC4,370$52.5 萬0.45%
Johnson & White Wealth Management, LLC4,357$52.4 萬0.47%
Hennion & Walsh Asset Management, Inc.4,339$52.1 萬0.03%
Perpetual Ltd4,177$50.2 萬0.01%
OneAscent Wealth Management LLC4,114$49.4 萬0.22%
Capula Management Ltd4,040$48.5 萬0.03%
Angeles Investment Advisors, LLC3,968$47.7 萬0.04%
SCP Investment, LP3,812$45.8 萬0.35%
IFG Advisory, LLC3,787$45.5 萬0.04%
AdvisorShares Investments LLC3,559$42.8 萬0.11%
Keebeck Alpha, LP3,552$42.7 萬0.42%
Diametric Capital, LP3,544$42.6 萬0.18%
Van Strum & Towne Inc.3,281$39.4 萬0.17%
OneAscent Financial Services LLC3,197$38.4 萬0.10%
Syon Capital LLC3,153$37.9 萬0.05%
Empyrean Capital Partners, LP2,940$35.3 萬0.02%
Graypoint LLC2,884$34.7 萬0.03%
Engrave Wealth Partners LLC2,760$33.2 萬0.10%
Quarry LP2,757$33.1 萬0.21%
United Community Bank2,743$33.0 萬0.16%
Pettyjohn, Wood & White, Inc2,735$32.9 萬0.08%
Caxton Associates LP2,666$32.0 萬0.04%
Opus Capital Group, LLC2,600$31.2 萬0.06%
Warren Averett Asset Management, LLC2,580$31.0 萬0.01%
Buckingham Strategic Partners2,529$30.4 萬0.01%
Beach Investment Counsel Inc2,510$30.2 萬0.04%
Goodwin Daniel L2,500$30.0 萬0.15%
CoreCap Advisors, LLC2,478$29.8 萬0.02%
Delta Financial Group, Inc.2,462$29.6 萬0.10%
WBI Investments2,423$29.1 萬0.06%
Renasant Bank2,398$28.8 萬0.24%
Fermata Advisors, LLC2,396$28.8 萬0.08%
Granite Bay Wealth Management, LLC2,520$28.3 萬0.00%
Capital Advisory Group Advisory Services, LLC2,321$27.9 萬0.16%
NorthRock Partners, LLC2,313$27.8 萬0.03%
HBW Advisory Services LLC2,288$27.5 萬0.06%
Eudaimonia Partners, LLC2,229$26.8 萬0.06%
TFG Advisers LLC2,206$26.5 萬0.12%
First Citizens Bank & Trust Co2,194$26.4 萬0.01%
Legacy Financial Group, Inc.2,143$25.7 萬0.13%
North Star Asset Management Inc2,129$25.6 萬0.01%
Sandy Cove Advisors, LLC2,089$25.1 萬0.15%
Delta Investment Management, LLC2,083$25.0 萬0.07%
Websterrogers Financial Advisors, LLC2,068$24.9 萬0.11%

清倉機構(73 家)

2023 年第 2 季季末持有 Phillips 66、2023 年第 3 季有申報但已經沒有持有的機構。

2023 年第 3 季清倉 PSX 的機構
機構2023 年第 2 季股數2023 年第 2 季市值
Holocene Advisors, LP638,332$6,088 萬
Healthcare of Ontario Pension Plan Trust Fund330,000$3,148 萬
Alyeska Investment Group, L.P.316,306$3,017 萬
Bridgewater Associates, LP131,944$1,258 萬
Gyroscope Capital Management Group, LLC96,387$919.3 萬
Beck Bode, LLC88,089$838.9 萬
Artemis Investment Management LLP63,812$607.9 萬
Teza Capital Management LLC45,979$438.5 萬
Magnetar Financial LLC32,567$310.6 萬
Beverly Hills Private Wealth, LLC23,718$262.0 萬
Veritable, L.P.22,424$213.9 萬
Vident Investment Advisory, LLC20,180$192.6 萬
Marshall Wace, LLP18,353$175.1 萬
Ergoteles LLC17,840$170.2 萬
Quantamental Technologies LLC17,765$169.4 萬
Y-Intercept (Hong Kong) Ltd13,719$130.9 萬
International Assets Investment Management, LLC93,888$112.0 萬
West Tower Group, LLC11,077$105.7 萬
Neo Ivy Capital Management9,237$88.1 萬
CoreCommodity Management, LLC8,510$81.2 萬
GTS Securities LLC8,278$79.0 萬
Group One Trading, L.P.8,001$76.3 萬
Machina Capital S.A.S.7,826$74.6 萬
Portman Square Capital LLP7,117$67.9 萬
Echo Street Capital Management LLC6,580$62.8 萬
SPX Equities Gestao de Recursos Ltda6,097$58.2 萬
Concord Asset Management, LLC5,671$54.1 萬
MJP Associates Inc5,261$50.2 萬
Inlet Private Wealth, LLC5,162$49.2 萬
Maverick Capital Ltd大師Maverick 資本5,119$48.8 萬
Clark Capital Management Group, Inc.4,957$47.3 萬
San Luis Wealth Advisors LLC4,496$42.9 萬
Point72 Middle East FZE4,283$40.9 萬
Schonfeld Strategic Advisors LLC4,235$40.4 萬
CFS Investment Advisory Services, LLC3,785$36.1 萬
Saxon Interests, Inc.3,698$35.3 萬
MQS Management LLC3,492$33.3 萬
Arete Wealth Advisors, LLC3,453$32.9 萬
Plan Group Financial, LLC3,051$30.6 萬
Mirabella Financial Services LLP3,115$29.7 萬
Point72 Asset Management, L.P.3,109$29.7 萬
AIA Group Ltd2,840$27.1 萬
Harel Insurance Investments & Financial Services Ltd.2,760$26.1 萬
Jmac Enterprises LLC2,635$25.1 萬
Laurion Capital Management LP2,633$25.1 萬
TD Ameritrade Investment Management, LLC2,580$24.6 萬
Woodley Farra Manion Portfolio Management Inc2,229$21.3 萬
First City Capital Management, Inc.2,221$21.2 萬
APCM Wealth Management for Individuals2,212$21.1 萬
Canvas Wealth Advisors, LLC1,952$20.9 萬
Precision Wealth Strategies, LLC2,174$20.7 萬
Relyea Zuckerberg Hanson LLC2,148$20.5 萬
Occudo Quantitative Strategies LP2,130$20.3 萬
Natixis2,108$20.1 萬
ICA Group Wealth Management, LLC1,465$14.0 萬
WealthPLAN Partners, LLC1,299$12.4 萬
Options Solutions, LLC1,001$9.55 萬
Achmea Investment Management B.V.890$8.50 萬
CVA Family Office, LLC887$8.46 萬
First Eagle Investment Management, LLC849$8.10 萬
Clearview Wealth Advisors LLC745$7.11 萬
Worth Asset Management, LLC415$3.96 萬
PCA Investment Advisory Services Inc.394$3.76 萬
Horan Securities, Inc.355$3.39 萬
Fiduciary Alliance LLC318$3.03 萬
Horizons Wealth Management253$2.41 萬
25 LLC222$2.27 萬
Antonetti Capital Management LLC200$1.91 萬
Safeguard Financial, LLC153$1.40 萬
Crewe Advisors LLC102$9,729
Ridgewood Investments LLC92$8,798
Tilia Fiduciary Partners, Inc.72$6,883
Financial Connections Group, Inc.30$2,000

尚未申報 2023 年第 3 季的機構(20 家)

2023 年第 2 季季末持有 Phillips 66、還沒有申報 2023 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 2 季持有 PSX、尚未申報 2023 年第 3 季的機構
機構2023 年第 2 季股數2023 年第 2 季市值
PFS Investments Inc.451,146$4,303 萬
Pictet Asset Management SA252,202$2,406 萬
EA Series Trust150,433$1,435 萬
Tiaa, FSB10,552$100.6 萬
Kistler-Tiffany Companies, LLC7,894$75.3 萬
Thomas White International Ltd7,374$70.3 萬
Intercontinental Wealth Advisors, LLC7,352$70.1 萬
Heron Financial Group, LLC6,830$65.1 萬
BerganKDV Wealth Management, LLC4,950$47.2 萬
BMS Financial Advisors, LLC4,748$45.3 萬
Montchanin Asset Management, LLC3,830$36.5 萬
First National Bank of South Miami2,817$26.9 萬
BDO Wealth Advisors, LLC1,100$10.5 萬
Vigilant Capital Management, LLC700$6.70 萬
Endurance Wealth Management, Inc.580$5.50 萬
Coastal Capital Group, Inc.510$4.86 萬
First Capital Advisors Group, LLC.267$2.55 萬
First Command Bank176$1.68 萬
First Command Financial Services, Inc.176$1.68 萬
Northwest Bank & Trust Co138$1.32 萬