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 4 季 13F 持有人
Phillips 66 在 2023/12/31 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
- 1,793
- 較 2023 年第 3 季 +157 家
- 持有股數
- 3.28 億
- 較 2023 年第 3 季 +869.1 萬 (+2.7%)
- 總市值
- $437.3 億
- 較 2023 年第 3 季 +$53.3 億 (+13.9%)
- 新進機構
- 259
- 另有 568 家加碼
- 清倉機構
- 102
- 另有 679 家減碼
另有 28 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 39,692,408 | $52.8 億 | 0.12% | −436,103−1.1% | 減碼 |
| BlackRock Inc. | 34,996,842 | $46.6 億 | 0.12% | +112,340+0.3% | 加碼 |
| State Street Corp | 29,358,054 | $39.1 億 | 0.19% | −1,394,392−4.5% | 減碼 |
| Wells Fargo & Company | 16,948,896 | $22.6 億 | 0.64% | −172,181−1.0% | 減碼 |
| Wellington Management Group LLP | 10,903,130 | $14.5 億 | 0.27% | +1,842,226+20.3% | 加碼 |
| Barclays PLC | 10,667,709 | $14.2 億 | 0.73% | +2,907,000+37.5% | 加碼 |
| Geode Capital Management, LLC | 9,825,651 | $13.0 億 | 0.14% | +90,866+0.9% | 加碼 |
| Morgan Stanley | 7,039,279 | $9.37 億 | 0.08% | +270,319+4.0% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 6,904,249 | $9.19 億 | 1.58% | +4,998,771+262.3% | 加碼 |
| Bank of New York Mellon Corp | 5,810,752 | $7.74 億 | 0.16% | +1,240,162+27.1% | 加碼 |
| Aristotle Capital Management, LLC | 5,682,953 | $7.57 億 | 1.48% | −1,897,152−25.0% | 減碼 |
| Invesco Ltd. | 5,432,155 | $7.23 億 | 0.17% | −295,117−5.2% | 減碼 |
| Bank of America Corp | 5,188,035 | $6.91 億 | 0.08% | −1,294,084−20.0% | 減碼 |
| FMR LLC | 5,053,201 | $6.73 億 | 0.05% | +1,256,684+33.1% | 加碼 |
| Northern Trust Corp | 4,617,549 | $6.15 億 | 0.11% | −263,545−5.4% | 減碼 |
| Norges Bank | 4,201,855 | $5.59 億 | 0.10% | +274,270+7.0% | 加碼 |
| Boston Partners | 3,858,170 | $5.13 億 | 0.68% | +3,494,878+962.0% | 加碼 |
| Dimensional Fund Advisors LP | 3,702,734 | $4.93 億 | 0.14% | +315,889+9.3% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 3,359,091 | $4.47 億 | 1.57% | −193,275−5.4% | 減碼 |
| UBS Group AG | 3,099,166 | $4.13 億 | 0.17% | −538,683−14.8% | 減碼 |
| Legal & General Group Plc | 3,078,369 | $4.10 億 | 0.13% | −187,678−5.7% | 減碼 |
| JPMorgan Chase & Co | 2,956,132 | $3.94 億 | 0.04% | +273,230+10.2% | 加碼 |
| Charles Schwab Investment Management Inc | 2,924,738 | $3.89 億 | 0.10% | +28,826+1.0% | 加碼 |
| Pacer Advisors, Inc. | 2,730,022 | $3.63 億 | 1.03% | −87,055−3.1% | 減碼 |
| Amundi | 2,637,734 | $3.51 億 | 0.16% | −590,214−18.3% | 減碼 |
| Goldman Sachs Group Inc | 2,350,949 | $3.13 億 | 0.07% | +384,506+19.6% | 加碼 |
| Allianz Asset Management GmbH | 2,112,493 | $2.81 億 | 0.52% | −295,765−12.3% | 減碼 |
| Envestnet Asset Management Inc | 1,969,578 | $2.62 億 | 0.11% | +22,769+1.2% | 加碼 |
| LSV Asset Management | 1,967,536 | $2.62 億 | 0.57% | +38,673+2.0% | 加碼 |
| Deutsche Bank AG | 1,805,650 | $2.40 億 | 0.12% | +535,712+42.2% | 加碼 |
| UBS Asset Management Americas Inc | 1,614,272 | $2.15 億 | 0.08% | +20,450+1.3% | 加碼 |
| Alliancebernstein L.P. | 1,546,071 | $2.06 億 | 0.08% | +152,593+11.0% | 加碼 |
| Bahl & Gaynor Inc | 1,486,089 | $1.98 億 | 1.19% | −20,772−1.4% | 減碼 |
| Price T Rowe Associates Inc | 1,454,649 | $1.94 億 | 0.03% | +860,586+144.9% | 加碼 |
| Swiss National Bank | 1,392,350 | $1.85 億 | 0.14% | −83,700−5.7% | 減碼 |
| Royal Bank of Canada | 1,388,423 | $1.85 億 | 0.05% | −37,843−2.7% | 減碼 |
| HSBC Holdings PLC | 1,341,389 | $1.79 億 | 0.16% | +325,659+32.1% | 加碼 |
| Prudential Financial Inc | 1,326,821 | $1.76 億 | 0.27% | +122,053+10.1% | 加碼 |
| Nuveen Asset Management, LLC | 1,232,069 | $1.64 億 | 0.05% | +188,303+18.0% | 加碼 |
| Massachusetts Financial Services Co | 1,207,741 | $1.61 億 | 0.05% | −6,997−0.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,127,978 | $1.50 億 | 0.11% | −117,341−9.4% | 減碼 |
| Bank of Montreal | 1,082,046 | $1.45 億 | 0.08% | −199,104−15.5% | 減碼 |
| Citadel Advisors LLC | 1,080,278 | $1.44 億 | 0.14% | +134,295+14.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 953,020 | $1.27 億 | 0.59% | −6,908−0.7% | 減碼 |
| National Pension Service | 927,700 | $1.24 億 | 0.17% | +22,307+2.5% | 加碼 |
| Rhumbline Advisers | 875,053 | $1.17 億 | 0.12% | −28,160−3.1% | 減碼 |
| California Public Employees Retirement System | 872,957 | $1.16 億 | 0.09% | −31,282−3.5% | 減碼 |
| First Trust Advisors LP | 867,444 | $1.15 億 | 0.13% | −201,474−18.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 834,504 | $1.11 億 | 0.09% | +47,249+6.0% | 加碼 |
| CI Private Wealth, LLC | 801,665 | $1.07 億 | 0.20% | +27,315+3.5% | 加碼 |
| Mariner, LLC | 785,702 | $1.05 億 | 0.25% | +63,393+8.8% | 加碼 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 775,000 | $1.03 億 | 1.13% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 764,762 | $1.02 億 | 0.17% | −1,763−0.2% | 減碼 |
| Merewether Investment Management, LP | 753,227 | $1.00 億 | 5.92% | +140,527+22.9% | 加碼 |
| Raymond James & Associates | 745,041 | $9,919 萬 | 0.07% | +80,238+12.1% | 加碼 |
| Capital Fund Management S.A. | 739,183 | $9,841 萬 | 1.25% | −176,427−19.3% | 減碼 |
| California State Teachers Retirement System | 712,595 | $9,487 萬 | 0.13% | −18,394−2.5% | 減碼 |
| Fayez Sarofim & Co | 633,336 | $9,225 萬 | 0.28% | −4,615−0.7% | 減碼 |
| Credit Suisse AG | 683,337 | $9,098 萬 | 0.09% | −11,644−1.7% | 減碼 |
| LPL Financial LLC | 641,534 | $8,541 萬 | 0.05% | +57,612+9.9% | 加碼 |
| Ameriprise Financial Inc | 619,557 | $8,260 萬 | 0.02% | +50,992+9.0% | 加碼 |
| Standard Life Aberdeen plc | 603,126 | $8,030 萬 | 0.17% | −776,615−56.3% | 減碼 |
| CIBC World Markets Corp | 582,615 | $7,757 萬 | 0.42% | +558,038+2,270.6% | 加碼 |
| AQR Capital Management LLC | 572,028 | $7,616 萬 | 0.14% | −191,664−25.1% | 減碼 |
| Principal Financial Group Inc | 567,557 | $7,556 萬 | 0.05% | −6,374−1.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 566,550 | $7,543 萬 | 0.14% | +147,841+35.3% | 加碼 |
| Truist Financial Corp | 557,607 | $7,424 萬 | 0.12% | +25,366+4.8% | 加碼 |
| Stonegate Investment Group, LLC | 537,506 | $7,156 萬 | 2.37% | +283+0.1% | 加碼 |
| M&T Bank Corp | 536,667 | $7,145 萬 | 0.26% | −26,787−4.8% | 減碼 |
| Franklin Resources Inc | 532,663 | $7,092 萬 | 0.03% | −1,335−0.3% | 減碼 |
| Voloridge Investment Management, LLC | 519,224 | $6,913 萬 | 0.27% | −76,738−12.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 505,927 | $6,736 萬 | 0.14% | +16,527+3.4% | 加碼 |
| Korea Investment CORP | 488,997 | $6,511 萬 | 0.17% | +329,405+206.4% | 加碼 |
| Susquehanna International Group, LLP | 482,702 | $6,427 萬 | 0.11% | −70,632−12.8% | 減碼 |
| National Bank of Canada | 458,395 | $6,156 萬 | 0.11% | +276,260+151.7% | 加碼 |
| Stifel Financial Corp | 445,809 | $5,936 萬 | 0.07% | −5,674−1.3% | 減碼 |
| Victory Capital Management Inc | 443,710 | $5,908 萬 | 0.06% | +129,785+41.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 432,340 | $5,869 萬 | 0.10% | +14,466+3.5% | 加碼 |
| New York State Teachers Retirement System | 437,429 | $5,824 萬 | 0.13% | −24,573−5.3% | 減碼 |
| Acadian Asset Management LLC | 400,493 | $5,331 萬 | 0.21% | −71,715−15.2% | 減碼 |
| MUFG Securities EMEA plc | 400,000 | $5,326 萬 | 4.42% | −25,000−5.9% | 減碼 |
| Fort Washington Investment Advisors Inc | 398,166 | $5,301 萬 | 0.37% | −58,186−12.8% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 397,401 | $5,291 萬 | 0.11% | −75,300−15.9% | 減碼 |
| SEI Investments Co | 386,659 | $5,148 萬 | 0.08% | +8,954+2.4% | 加碼 |
| Kayne Anderson Capital Advisors LP | 371,548 | $4,947 萬 | 1.54% | +206,950+125.7% | 加碼 |
| Davis R M Inc | 369,385 | $4,918 萬 | 1.13% | −11,815−3.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 367,915 | $4,898 萬 | 0.03% | −20,521−5.3% | 減碼 |
| RNC Capital Management LLC | 362,636 | $4,828 萬 | 2.89% | +2,894+0.8% | 加碼 |
| Citigroup Inc | 361,167 | $4,809 萬 | 0.06% | −4,600−1.3% | 減碼 |
| Russell Investments Group, Ltd. | 349,606 | $4,653 萬 | 0.08% | −20,933−5.6% | 減碼 |
| SIR Capital Management, L.P. | 349,114 | $4,648 萬 | 4.76% | +349,114 | 新進 |
| Neuberger Berman Group LLC | 335,580 | $4,468 萬 | 0.04% | −17,195−4.9% | 減碼 |
| Miller Howard Investments Inc | 323,483 | $4,307 萬 | 1.50% | −2,025−0.6% | 減碼 |
| Great Lakes Advisors, LLC | 322,091 | $4,288 萬 | 0.41% | −2,331−0.7% | 減碼 |
| Jane Street Group, LLC | 321,644 | $4,282 萬 | 0.05% | −36,226−10.1% | 減碼 |
| Intech Investment Management LLC | 321,541 | $4,281 萬 | 0.62% | +248+0.1% | 加碼 |
| Commonwealth Equity Services, LLC | 318,439 | $4,240 萬 | 0.08% | +36,287+12.9% | 加碼 |
| Todd Asset Management LLC | 317,490 | $4,227 萬 | 0.93% | −2,945−0.9% | 減碼 |
| Recurrent Investment Advisors LLC | 306,944 | $4,087 萬 | 6.00% | −7,522−2.4% | 減碼 |
| Ofi Invest Asset Management | 335,246 | $4,041 萬 | 1.36% | +38,223+12.9% | 加碼 |