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
- 1,664
- 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 565 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 |
|---|---|---|---|---|---|
| Manning & Napier Group, LLC | 117,378 | $1,410 萬 | 0.17% | −3,825−3.2% | 減碼 |
| Jupiter Asset Management Ltd | 117,367 | $1,410 萬 | 0.16% | +267+0.2% | 加碼 |
| Ensign Peak Advisors, Inc | 116,991 | $1,406 萬 | 0.03% | +7,063+6.4% | 加碼 |
| Morgan Dempsey Capital Management LLC | 115,989 | $1,394 萬 | 4.34% | −3,254−2.7% | 減碼 |
| Hi-Line Capital Management, LLC | 113,041 | $1,358 萬 | 5.00% | −237−0.2% | 減碼 |
| Rockefeller Capital Management L.P. | 112,265 | $1,348 萬 | 0.05% | −46,095−29.1% | 減碼 |
| NFJ Investment Group, LLC | 111,283 | $1,337 萬 | 0.39% | −111,139−50.0% | 減碼 |
| Thrivent Financial for Lutherans | 111,121 | $1,337 萬 | 0.03% | −6,477−5.5% | 減碼 |
| MetLife Investment Management | 110,446 | $1,327 萬 | 0.10% | −6,056−5.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 110,253 | $1,325 萬 | 0.60% | −3,598−3.2% | 減碼 |
| Lawson Kroeker Investment Management Inc | 109,758 | $1,319 萬 | 2.91% | −470−0.4% | 減碼 |
| Schwerin Boyle Capital Management Inc | 109,583 | $1,317 萬 | 1.55% | −26,298−19.4% | 減碼 |
| Guggenheim Capital LLC | 105,618 | $1,269 萬 | 0.11% | +4,741+4.7% | 加碼 |
| Public Sector Pension Investment Board | 105,395 | $1,266 萬 | 0.09% | +10,359+10.9% | 加碼 |
| Advisors Asset Management, Inc. | 104,063 | $1,250 萬 | 0.27% | −61−0.1% | 減碼 |
| Richard C. Young & CO., LTD. | 103,931 | $1,249 萬 | 1.78% | +762+0.7% | 加碼 |
| Skba Capital Management LLC | 103,535 | $1,244 萬 | 2.30% | −300−0.3% | 減碼 |
| Bridgecreek Investment Management, LLC | 102,831 | $1,236 萬 | 2.53% | −7,709−7.0% | 減碼 |
| ProShare Advisors LLC | 101,969 | $1,225 萬 | 0.04% | −10,581−9.4% | 減碼 |
| Retirement Systems of Alabama | 100,683 | $1,210 萬 | 0.06% | −3,607−3.5% | 減碼 |
| CCM Investment Advisers LLC | 100,201 | $1,204 萬 | 1.66% | −1,361−1.3% | 減碼 |
| Mattern Capital Management, LLC | 98,831 | $1,187 萬 | 1.92% | +6,961+7.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 98,353 | $1,182 萬 | 0.04% | +95,382+3,210.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 97,110 | $1,167 萬 | 0.18% | +402+0.4% | 加碼 |
| Bollard Group LLC | 95,655 | $1,149 萬 | 0.42% | +772+0.8% | 加碼 |
| Annex Advisory Services, LLC | 93,188 | $1,120 萬 | 0.68% | −12,075−11.5% | 減碼 |
| Abn Amro Investment Solutions | 92,911 | $1,116 萬 | 0.22% | −44,448−32.4% | 減碼 |
| Macquarie Group Ltd | 92,160 | $1,107 萬 | 0.01% | −60−0.1% | 減碼 |
| Texas Permanent School Fund | 92,031 | $1,106 萬 | 0.11% | −4,212−4.4% | 減碼 |
| IFM Investors Pty Ltd | 90,738 | $1,090 萬 | 0.14% | +1,266+1.4% | 加碼 |
| Adell Harriman & Carpenter Inc | 90,155 | $1,083 萬 | 1.12% | +3,810+4.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,533 | $1,076 萬 | 0.09% | +9,506+11.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 88,723 | $1,066 萬 | 0.16% | −26,071−22.7% | 減碼 |
| Mercer Global Advisors Inc | 87,995 | $1,057 萬 | 0.04% | −7,597−7.9% | 減碼 |
| Heritage Investors Management Corp | 87,607 | $1,052 萬 | 0.44% | −2,056−2.3% | 減碼 |
| State of Alaska, Department of Revenue | 87,428 | $1,050 萬 | 0.13% | −3,670−4.0% | 減碼 |
| FourThought Financial Partners, LLC | 85,825 | $1,031 萬 | 1.44% | −893−1.0% | 減碼 |
| Navellier & Associates Inc | 84,087 | $1,010 萬 | 1.73% | −8,569−9.2% | 減碼 |
| Alaska Permanent Fund Corp | 83,589 | $1,004 萬 | 0.19% | −6,463−7.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 83,530 | $1,004 萬 | 0.05% | −16,497−16.5% | 減碼 |
| GWM Advisors LLC | 81,676 | $981.3 萬 | 0.11% | +242+0.3% | 加碼 |
| ING Groep NV | 81,502 | $979.2 萬 | 0.09% | +81,502 | 新進 |
| La Banque Postale Asset Management SA | 81,254 | $976.3 萬 | 0.22% | +81,254 | 新進 |
| Cohen & Steers, Inc. | 80,239 | $964.1 萬 | 0.02% | +31,150+63.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 79,346 | $953.3 萬 | 0.05% | +79,346 | 新進 |
| Utah Retirement Systems | 79,267 | $952.4 萬 | 0.14% | +200+0.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 84,737 | $952.3 萬 | 0.22% | −9,530−10.1% | 減碼 |
| Calamos Advisors LLC | 78,461 | $942.7 萬 | 0.05% | 00.0% | 不變 |
| CIBC Asset Management Inc | 77,971 | $936.8 萬 | 0.04% | −3,870−4.7% | 減碼 |
| Czech National Bank | 77,828 | $935.1 萬 | 0.15% | +23,491+43.2% | 加碼 |
| Wade G W & Inc | 76,140 | $914.8 萬 | 0.34% | +73,580+2,874.2% | 加碼 |
| RPG Investment Advisory, LLC | 75,650 | $908.9 萬 | 1.67% | −9,906−11.6% | 減碼 |
| Bell Bank | 75,462 | $906.7 萬 | 0.99% | −5,013−6.2% | 減碼 |
| Pacific Heights Asset Management LLC | 75,000 | $901.1 萬 | 0.85% | −10,000−11.8% | 減碼 |
| Federated Hermes, Inc. | 74,805 | $898.8 萬 | 0.02% | +9,636+14.8% | 加碼 |
| Marco Investment Management LLC | 74,195 | $891.5 萬 | 1.03% | −335−0.4% | 減碼 |
| Payden & Rygel | 74,100 | $890.3 萬 | 0.70% | −2,000−2.6% | 減碼 |
| Payden & Rygel Investment Group | 74,100 | $890.3 萬 | 0.70% | +74,100 | 新進 |
| Yousif Capital Management, LLC | 73,517 | $883.3 萬 | 0.11% | −4,801−6.1% | 減碼 |
| DT Investment Partners, LLC | 72,960 | $876.6 萬 | 1.06% | −10,238−12.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 72,416 | $870.1 萬 | 0.15% | −26,071−26.5% | 減碼 |
| Xponance, Inc. | 71,745 | $862.0 萬 | 0.12% | −2,157−2.9% | 減碼 |
| Fort Point Capital Partners LLC | 71,614 | $860.4 萬 | 1.40% | +50.0% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $856.5 萬 | 0.13% | −4,344−5.7% | 減碼 |
| Visionary Wealth Advisors | 69,984 | $840.9 萬 | 0.68% | −3,176−4.3% | 減碼 |
| Daymark Wealth Partners, LLC | 69,500 | $835.0 萬 | 0.58% | +6,512+10.3% | 加碼 |
| Osborne Partners Capital Management, LLC | 69,125 | $830.5 萬 | 0.61% | −192−0.3% | 減碼 |
| AXA S.A. | 68,110 | $818.3 萬 | 0.03% | −3,088−4.3% | 減碼 |
| Simmons Bank | 67,830 | $815.0 萬 | 0.72% | +3,162+4.9% | 加碼 |
| Janus Henderson Group PLC | 67,768 | $814.3 萬 | 0.01% | +664+1.0% | 加碼 |
| Cetera Advisor Networks LLC | 67,295 | $808.5 萬 | 0.05% | +6,607+10.9% | 加碼 |
| D.A. Davidson & Co. | 66,959 | $804.5 萬 | 0.09% | −2,505−3.6% | 減碼 |
| Foundation Resource Management Inc | 66,680 | $801.2 萬 | 1.33% | −1,325−1.9% | 減碼 |
| Bryn Mawr Trust Co | 66,140 | $794.7 萬 | 0.35% | −3,262−4.7% | 減碼 |
| AE Wealth Management LLC | 66,037 | $793.4 萬 | 0.05% | +9,115+16.0% | 加碼 |
| New York Life Investment Management LLC | 65,986 | $792.8 萬 | 0.09% | −861−1.3% | 減碼 |
| Advisory Services Network, LLC | 65,528 | $787.3 萬 | 0.21% | +7,181+12.3% | 加碼 |
| Cypress Capital Group | 65,053 | $781.6 萬 | 1.13% | +730+1.1% | 加碼 |
| Kestra Advisory Services, LLC | 64,788 | $778.4 萬 | 0.08% | −15,509−19.3% | 減碼 |
| Venture Visionary Partners LLC | 64,427 | $774.1 萬 | 0.47% | −9,731−13.1% | 減碼 |
| Alley Investment Management Company, LLC | 63,012 | $757.1 萬 | 1.28% | +721+1.2% | 加碼 |
| Mutual of America Capital Management LLC | 62,356 | $749.2 萬 | 0.09% | −3,676−5.6% | 減碼 |
| Congress Wealth Management LLC | 61,729 | $741.7 萬 | 0.15% | +225+0.4% | 加碼 |
| Engineers Gate Manager LP | 61,024 | $733.2 萬 | 0.27% | +4,365+7.7% | 加碼 |
| Montgomery Investment Management Inc | 60,692 | $729.2 萬 | 2.51% | −350−0.6% | 減碼 |
| Verity & Verity, LLC | 59,208 | $711.4 萬 | 0.89% | +59,208 | 新進 |
| Geneos Wealth Management Inc. | 58,832 | $706.9 萬 | 0.36% | +835+1.4% | 加碼 |
| First American Trust, FSB | 58,129 | $698.4 萬 | 0.99% | −3,639−5.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 57,334 | $688.9 萬 | 0.72% | +3,189+5.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 56,986 | $684.7 萬 | 0.02% | −1,441−2.5% | 減碼 |
| Oppenheimer & Co Inc | 56,985 | $684.7 萬 | 0.14% | −4,044−6.6% | 減碼 |
| Meeder Asset Management Inc | 56,968 | $684.5 萬 | 0.54% | +22,184+63.8% | 加碼 |
| Brown Advisory Inc | 56,217 | $675.5 萬 | 0.01% | +2,939+5.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 55,931 | $672.0 萬 | 0.02% | −6,350−10.2% | 減碼 |
| PGGM Investments | 55,769 | $670.1 萬 | 0.12% | −2,477−4.3% | 減碼 |
| Dakota Wealth Management | 55,735 | $669.7 萬 | 0.30% | +9,348+20.2% | 加碼 |
| Royal Fund Management, LLC | 55,167 | $662.8 萬 | 0.95% | −10,344−15.8% | 減碼 |
| USS Investment Management Ltd | 55,100 | $662.1 萬 | 0.07% | 00.0% | 不變 |
| Nkcfo LLC | 54,500 | $654.8 萬 | 3.63% | 00.0% | 不變 |
| Buckingham Capital Management, Inc. | 53,938 | $648.1 萬 | 0.99% | −605−1.1% | 減碼 |