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 13F 持有人
Phillips 66 在 2023/9/30 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
- 1,663
- 較 2023 年第 2 季 +142 家
- 持有股數
- 3.21 億
- 較 2023 年第 2 季 −253.0 萬 (−0.8%)
- 總市值
- $385.1 億
- 較 2023 年第 2 季 +$77.2 億 (+25.1%)
- 新進機構
- 215
- 另有 564 家加碼
- 清倉機構
- 73
- 另有 597 家減碼
另有 20 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 594,063 | $7,138 萬 | 0.01% | −22,527−3.7% | 減碼 |
| Voloridge Investment Management, LLC | 595,962 | $7,160 萬 | 0.35% | +306,743+106.1% | 加碼 |
| Merewether Investment Management, LP | 612,700 | $7,362 萬 | 4.45% | +612,700 | 新進 |
| Fayez Sarofim & Co | 637,951 | $7,665 萬 | 0.26% | +55,306+9.5% | 加碼 |
| Raymond James & Associates | 664,803 | $7,988 萬 | 0.07% | +3,386+0.5% | 加碼 |
| Credit Suisse AG | 694,981 | $8,350 萬 | 0.09% | −9,376−1.3% | 減碼 |
| Mariner, LLC | 722,309 | $8,679 萬 | 0.23% | +49,575+7.4% | 加碼 |
| California State Teachers Retirement System | 730,989 | $8,783 萬 | 0.13% | −54,075−6.9% | 減碼 |
| AQR Capital Management LLC | 763,692 | $9,176 萬 | 0.19% | +259,527+51.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 766,525 | $9,210 萬 | 0.17% | +23,488+3.2% | 加碼 |
| CI Private Wealth, LLC | 774,350 | $9,305 萬 | 0.21% | +21,725+2.9% | 加碼 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 775,000 | $9,312 萬 | 1.12% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 787,255 | $9,459 萬 | 0.08% | −8,200−1.0% | 減碼 |
| National Pension Service | 905,393 | $1.08 億 | 0.17% | +3,155+0.3% | 加碼 |
| Rhumbline Advisers | 903,213 | $1.09 億 | 0.13% | −17,397−1.9% | 減碼 |
| California Public Employees Retirement System | 904,239 | $1.09 億 | 0.09% | +39,264+4.5% | 加碼 |
| Capital Fund Management S.A. | 915,610 | $1.10 億 | 1.48% | +17,034+1.9% | 加碼 |
| Citadel Advisors LLC | 945,983 | $1.14 億 | 0.12% | +515,540+119.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 959,928 | $1.15 億 | 0.59% | −26,960−2.7% | 減碼 |
| HSBC Holdings PLC | 1,015,730 | $1.22 億 | 0.14% | −206,169−16.9% | 減碼 |
| Nuveen Asset Management, LLC | 1,043,766 | $1.25 億 | 0.04% | −1,384,053−57.0% | 減碼 |
| First Trust Advisors LP | 1,068,918 | $1.28 億 | 0.15% | −139,130−11.5% | 減碼 |
| Millennium Management LLC | 1,195,593 | $1.44 億 | 0.15% | +518,020+76.5% | 加碼 |
| Prudential Financial Inc | 1,204,768 | $1.45 億 | 0.23% | +192,110+19.0% | 加碼 |
| Massachusetts Financial Services Co | 1,214,738 | $1.46 億 | 0.05% | +421,714+53.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,245,319 | $1.50 億 | 0.12% | +29,046+2.4% | 加碼 |
| Deutsche Bank AG | 1,269,938 | $1.53 億 | 0.10% | −1,465,093−53.6% | 減碼 |
| Bank of Montreal | 1,281,150 | $1.57 億 | 0.09% | +150,030+13.3% | 加碼 |
| Standard Life Aberdeen plc | 1,379,741 | $1.66 億 | 0.42% | −64,029−4.4% | 減碼 |
| Alliancebernstein L.P. | 1,393,478 | $1.67 億 | 0.07% | +126,865+10.0% | 加碼 |
| Royal Bank of Canada | 1,426,266 | $1.71 億 | 0.05% | −10,245−0.7% | 減碼 |
| Swiss National Bank | 1,476,050 | $1.77 億 | 0.14% | −188,600−11.3% | 減碼 |
| Bahl & Gaynor Inc | 1,506,861 | $1.81 億 | 1.16% | +439,360+41.2% | 加碼 |
| UBS Asset Management Americas Inc | 1,593,822 | $1.91 億 | 0.09% | −101,538−6.0% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,905,478 | $2.29 億 | 0.45% | +1,905,478 | 新進 |
| LSV Asset Management | 1,928,863 | $2.32 億 | 0.54% | −22,800−1.2% | 減碼 |
| Envestnet Asset Management Inc | 1,946,809 | $2.34 億 | 0.11% | +350,211+21.9% | 加碼 |
| Goldman Sachs Group Inc | 1,966,443 | $2.36 億 | 0.06% | −481,027−19.7% | 減碼 |
| Allianz Asset Management GmbH | 2,408,258 | $2.89 億 | 0.59% | +133,657+5.9% | 加碼 |
| JPMorgan Chase & Co | 2,682,902 | $3.22 億 | 0.04% | −456,218−14.5% | 減碼 |
| Pacer Advisors, Inc. | 2,817,077 | $3.38 億 | 1.30% | +46,399+1.7% | 加碼 |
| Charles Schwab Investment Management Inc | 2,895,912 | $3.48 億 | 0.10% | −77,465−2.6% | 減碼 |
| Amundi | 3,227,948 | $3.60 億 | 0.18% | +337,051+11.7% | 加碼 |
| Legal & General Group Plc | 3,266,047 | $3.92 億 | 0.14% | −143,362−4.2% | 減碼 |
| Dimensional Fund Advisors LP | 3,386,845 | $4.07 億 | 0.13% | +149,266+4.6% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 3,552,366 | $4.27 億 | 1.63% | −264,806−6.9% | 減碼 |
| UBS Group AG | 3,637,849 | $4.37 億 | 0.20% | −393,297−9.8% | 減碼 |
| FMR LLC | 3,796,517 | $4.56 億 | 0.04% | −295,809−7.2% | 減碼 |
| Norges Bank | 3,927,585 | $4.72 億 | 0.10% | +158,358+4.2% | 加碼 |
| Bank of New York Mellon Corp | 4,570,590 | $5.49 億 | 0.12% | +502,785+12.4% | 加碼 |
| Northern Trust Corp | 4,881,094 | $5.86 億 | 0.11% | +283,010+6.2% | 加碼 |
| Invesco Ltd. | 5,727,272 | $6.88 億 | 0.19% | −117,610−2.0% | 減碼 |
| Bank of America Corp | 6,482,119 | $7.79 億 | 0.10% | +283,588+4.6% | 加碼 |
| Morgan Stanley | 6,768,960 | $8.13 億 | 0.08% | +138,646+2.1% | 加碼 |
| Aristotle Capital Management, LLC | 7,580,105 | $9.11 億 | 1.96% | −242,172−3.1% | 減碼 |
| Barclays PLC | 7,760,709 | $9.32 億 | 0.61% | +309,239+4.2% | 加碼 |
| Wellington Management Group LLP | 9,060,904 | $10.9 億 | 0.22% | −1,870,617−17.1% | 減碼 |
| Geode Capital Management, LLC | 9,734,785 | $11.7 億 | 0.14% | −11,189−0.1% | 減碼 |
| Wells Fargo & Company | 17,121,077 | $20.6 億 | 0.64% | −770.0% | 減碼 |
| State Street Corp | 30,752,446 | $36.9 億 | 0.20% | −461,420−1.5% | 減碼 |
| BlackRock Inc. | 34,884,502 | $41.9 億 | 0.12% | −1,852,240−5.0% | 減碼 |
| Vanguard Group Inc | 40,128,511 | $48.2 億 | 0.12% | −1,220,899−3.0% | 減碼 |
| Quilter Plc | 2,928 | – | – | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −2,580−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −638,332−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −330,000−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −316,306−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −131,944−100.0% | 清倉 |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −96,387−100.0% | 清倉 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −88,089−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −63,812−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −45,979−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −32,567−100.0% | 清倉 |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −23,718−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −22,424−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −20,180−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,353−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −17,840−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −17,765−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,719−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −93,888−100.0% | 清倉 |
| West Tower Group, LLC | 0 | $0 | 0.00% | −11,077−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −9,237−100.0% | 清倉 |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −8,510−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,278−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,001−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,826−100.0% | 清倉 |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −7,117−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,580−100.0% | 清倉 |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −6,097−100.0% | 清倉 |
| Concord Asset Management, LLC | 0 | $0 | 0.00% | −5,671−100.0% | 清倉 |
| MJP Associates Inc | 0 | $0 | 0.00% | −5,261−100.0% | 清倉 |
| Inlet Private Wealth, LLC | 0 | $0 | 0.00% | −5,162−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −5,119−100.0% | 清倉 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −4,957−100.0% | 清倉 |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −4,496−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,283−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,235−100.0% | 清倉 |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −3,785−100.0% | 清倉 |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −3,698−100.0% | 清倉 |