跳到主要內容

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 季與 2023 年第 3 季比較

持有 Phillips 66 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

PSX 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數1,664281,793+157
股數3.21 億89.9 萬3.28 億+869.1 萬 (+2.7%)
市值$385.1 億$1.08 億$437.3 億+$53.3 億 (+13.9%)

28 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(259 家)

2023 年第 4 季季末持有 Phillips 66、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 259 家。

2023 年第 4 季新進 PSX 的機構
機構股數市值佔組合 %
SIR Capital Management, L.P.349,114$4,648 萬4.76%
Holocene Advisors, LP297,441$3,960 萬0.16%
Alyeska Investment Group, L.P.229,017$3,049 萬0.20%
Kempen Capital Management N.V.209,792$2,793 萬0.39%
Healthcare of Ontario Pension Plan Trust Fund200,000$2,663 萬0.09%
Susquehanna Portfolio Strategies, LLC108,627$1,446 萬0.26%
Cushing Asset Management, LP107,000$1,425 萬1.31%
Marshall Wace, LLP105,551$1,405 萬0.03%
Eldred Rock Partners, LLC78,128$1,040 萬6.63%
Degroof Petercam Asset Management72,102$960.0 萬0.13%
FIL Ltd66,963$891.5 萬0.01%
Railway Pension Investments Ltd63,000$838.8 萬0.09%
AlTi Global, Inc.62,410$830.9 萬0.25%
Weiss Multi-Strategy Advisers LLC57,333$763.3 萬0.19%
Westchester Capital Management, LLC53,400$711.0 萬0.29%
Pathstone Holdings, LLC52,131$694.1 萬0.04%
Quantitative Investment Management, LLC46,740$622.2 萬0.36%
Stablepoint Partners, LLC43,420$578.1 萬1.48%
Rothschild Investment LLC38,631$514.3 萬0.43%
Quotient Wealth Partners, LLC35,406$471.4 萬0.18%
Walleye Capital LLC35,044$466.6 萬0.07%
AustralianSuper Pty Ltd31,522$419.7 萬0.03%
Bremer Bank National Association24,273$323.2 萬0.60%
Catalyst Capital Advisors LLC23,750$316.2 萬0.08%
Groupama Asset Managment23,428$312.0 萬0.08%
Paragon Associates & Paragon Associates II Joint Venture20,000$266.3 萬6.11%
Varma Mutual Pension Insurance Co19,300$257.0 萬0.03%
Rockline Wealth Management, LLC19,280$256.7 萬1.07%
LRT Capital Management, LLC18,681$248.7 萬2.35%
Icon Wealth Advisors, LLC17,707$235.8 萬0.25%
Strategic Planning Group, LLC16,360$217.8 萬0.72%
Principal Securities, Inc.16,095$214.3 萬0.08%
Mesirow Financial Investment Management, Inc.15,731$209.4 萬0.08%
Tyche Wealth Partners LLC15,720$209.3 萬0.50%
BKM Wealth Management, LLC15,496$206.3 萬0.88%
International Assets Investment Management, LLC14,348$191.0 萬0.24%
Cypress Point Wealth Management, LLC12,379$164.8 萬1.22%
17 Capital Partners, LLC11,915$158.6 萬1.46%
FJ Investments, LLC11,534$153.6 萬0.07%
Concurrent Investment Advisors, LLC10,516$140.0 萬0.07%
Investment Management Corp of Ontario10,401$138.5 萬0.03%
Steward Partners Investment Solutions, LLC10,284$136.9 萬0.57%
Y-Intercept (Hong Kong) Ltd10,240$136.3 萬0.13%
Focus Financial Network Inc10,234$136.2 萬0.05%
Laird Norton Trust Company, LLC10,117$134.7 萬0.16%
JBR Co Financial Management Inc9,565$127.3 萬1.20%
GTS Securities LLC9,327$124.2 萬0.03%
BayBridge Capital Group, LLC9,123$121.2 萬1.12%
Great Lakes Retirement, Inc.8,826$117.5 萬0.19%
Laurion Capital Management LP8,331$110.9 萬0.04%
Point72 Europe (London) LLP8,187$109.0 萬0.14%
Brevan Howard Capital Management LP8,164$108.7 萬0.11%
Secured Retirement Advisors, LLC7,917$105.4 萬1.01%
Colony Group, LLC7,913$105.4 萬0.01%
Castlekeep Investment Advisors LLC7,556$100.6 萬0.71%
Red Cedar Investment Management, LLC7,448$99.2 萬0.14%
Lake Street Financial LLC7,323$97.5 萬0.15%
Creekmur Asset Management LLC7,289$97.0 萬0.30%
Vista Investment Partners LLC6,952$92.6 萬0.34%
Summit Global Investments6,910$92.0 萬0.06%
Everpar Advisors LLC6,880$91.6 萬0.43%
Sanibel Captiva Trust Company, Inc.6,762$90.0 萬0.03%
FCG Investment Co6,695$89.1 萬0.87%
Financial Sense Advisors, Inc.6,613$88.0 萬0.33%
Cidel Asset Management Inc6,571$87.5 萬0.04%
Wiley Bros.-Aintree Capital, LLC6,430$85.7 萬0.21%
Fox Run Management, L.L.C.6,302$83.9 萬0.21%
Jackson Square Capital, LLC6,263$83.4 萬0.27%
Castleark Management LLC6,260$83.3 萬0.04%
HighPoint Advisor Group LLC5,293$82.8 萬0.06%
Camden Capital, LLC6,146$81.8 萬0.08%
Concentric Capital Strategies, LP5,723$76.2 萬0.10%
Atomi Financial Group, Inc.5,372$71.5 萬0.10%
Burns Matteson Capital Management, LLC5,164$68.7 萬0.48%
GAMMA Investing LLC4,525$65.3 萬0.18%
Baader Bank INC4,909$65.2 萬0.06%
EPG Wealth Management LLC4,326$62.8 萬0.17%
Greenfield Seitz Capital Management, LLC4,663$62.1 萬0.25%
Bennett Associates Wealth Management4,580$61.0 萬0.59%
Sutton Place Investors LLC4,416$58.8 萬0.43%
Premier Path Wealth Partners, LLC4,393$58.5 萬0.13%
Smart Portfolios, LLC3,820$55.2 萬0.65%
SAM Advisors, LLC4,136$55.1 萬0.22%
Unigestion Holding SA4,126$54.9 萬0.03%
Triasima Portfolio Management inc.4,125$54.9 萬0.05%
Burford Brothers, Inc.4,014$53.4 萬0.38%
Kuhn & Co Investment Counsel3,968$52.8 萬0.54%
Harbour Trust & Investment Management Co3,921$52.2 萬0.07%
Vivid Wealth Management, LLC3,858$51.4 萬0.35%
Arvest Investments, Inc.3,852$51.3 萬0.08%
49 Wealth Management, LLC3,788$50.4 萬0.13%
Saxon Interests, Inc.3,730$49.7 萬0.25%
Granite Group Advisors, LLC3,087$46.1 萬0.33%
Cambridge Financial Group, LLC3,454$46.0 萬0.24%
Lake Street Advisors Group, LLC3,294$43.9 萬0.02%
Arete Wealth Advisors, LLC3,245$43.2 萬0.03%
McDaniel Terry & Co3,168$42.2 萬0.04%
Cambria Investment Management, L.P.3,154$42.0 萬0.03%
Advisor Resource Council3,125$41.6 萬0.05%
Sharp Financial Services, LLC3,093$41.2 萬0.45%

清倉機構(102 家)

2023 年第 3 季季末持有 Phillips 66、2023 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 102 家。

2023 年第 4 季清倉 PSX 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Renaissance Technologies LLC541,779$6,510 萬
Arrowstreet Capital, Limited Partnership330,910$3,976 萬
Twinbeech Capital LP315,364$3,789 萬
Yaupon Capital Management LP215,556$2,590 萬
Tudor Investment Corp Et Al179,410$2,156 萬
ExodusPoint Capital Management, LP138,290$1,662 萬
Worldquant Millennium Advisors LLC121,785$1,463 萬
PointState Capital LP118,059$1,418 萬
Jupiter Asset Management Ltd117,367$1,410 萬
Meeder Asset Management Inc56,968$684.5 萬
Genus Capital Management Inc.42,300$508.2 萬
Intact Investment Management Inc.37,700$453.0 萬
Pearl River Capital, LLC36,784$442.0 萬
Trexquant Investment LP35,356$424.8 萬
Segall Bryant & Hamill, LLC28,942$347.7 萬
Mount Lucas Management LP27,629$332.0 萬
Hussman Strategic Advisors, Inc.25,200$302.8 萬
Dark Forest Capital Management LP21,748$261.3 萬
Financial Engines Advisors L.L.C.19,983$240.1 萬
Cunning Capital Partners, LP19,750$237.3 萬
Aquatic Capital Management LLC19,200$230.7 萬
Cercano Management LLC18,500$222.3 萬
Duality Advisers, LP17,980$216.0 萬
Susquehanna Fundamental Investments, LLC17,750$213.3 萬
Cavalier Investments, LLC15,105$181.5 萬
Centiva Capital, LP12,830$154.2 萬
SRN Advisors, LLC12,057$144.9 萬
Donoghue Forlines LLC11,626$139.7 萬
Edgestream Partners, L.P.11,354$136.4 萬
Towle & Co11,050$132.8 萬
Stevens Capital Management LP10,122$121.6 萬
Axq Capital, LP9,900$118.9 萬
XTX Topco Ltd9,643$115.9 萬
Jackson Creek Investment Advisors LLC9,457$113.6 萬
Aventail Capital Group, LP8,271$99.4 萬
Landscape Capital Management, L.L.C.7,255$87.2 萬
ISAM Funds (UK) Ltd6,876$82.6 萬
Hodges Capital Management Inc.6,873$82.6 萬
Fund Management at Engine No. 1 LLC6,368$76.5 萬
First Dallas Securities Inc.6,267$75.3 萬
C2C Wealth Management, LLC6,267$74.3 萬
Wealth Advisory Solutions, LLC6,105$73.4 萬
Cubist Systematic Strategies, LLC5,681$68.3 萬
Prelude Capital Management, LLC5,163$62.0 萬
Lineweaver Wealth Advisors, LLC5,069$61.0 萬
Jump Financial, LLC4,846$58.2 萬
Petrus Trust Company, LTA4,637$55.7 萬
Capula Management Ltd4,040$48.5 萬
SCP Investment, LP3,812$45.8 萬
Bayesian Capital Management, LP3,800$45.7 萬
AdvisorShares Investments LLC3,559$42.8 萬
Keebeck Alpha, LP3,552$42.7 萬
Diametric Capital, LP3,544$42.6 萬
Groesbeck Investment Management Corp3,047$36.6 萬
Capstone Investment Advisors, LLC2,630$31.6 萬
WBI Investments2,423$29.1 萬
TCWP LLC2,389$28.7 萬
Covenant Asset Management, LLC2,310$27.8 萬
Evoke Wealth, LLC2,242$26.9 萬
Eudaimonia Partners, LLC2,229$26.8 萬
Aigen Investment Management, LP2,056$24.7 萬
Gallacher Capital Management LLC2,036$24.5 萬
AlphaCentric Advisors LLC1,999$24.0 萬
Destination Wealth Management1,986$23.9 萬
Counterpoint Mutual Funds LLC1,962$23.6 萬
Guardian Capital Advisors LP2,088$23.1 萬
Lloyd Advisory Services, LLC.1,860$22.4 萬
Morris Retirement Advisors, LLC1,837$22.1 萬
Seven Eight Capital, LP1,799$21.6 萬
Alpha Financial Partners, LLC1,795$21.6 萬
Vicus Capital1,763$21.2 萬
Winton Group Ltd1,704$20.5 萬
Keel Point, LLC1,671$20.1 萬
Bard Financial Services, Inc.1,670$20.1 萬
Riverview Trust Co1,119$13.4 萬
Register Financial Advisors LLC1,083$13.0 萬
RVW Wealth, LLC1,074$12.9 萬
Chiron Investment Management, LLC1,026$12.3 萬
Denali Advisors LLC900$10.8 萬
Stonebridge Capital Advisors LLC885$10.6 萬
Ossiam848$10.2 萬
WR Wealth Planners, LLC833$10.0 萬
Dakota Community Bank & Trust NA728$8.75 萬
Quantbot Technologies LP608$7.31 萬
Itau Unibanco Holding S.A.597$7.17 萬
Headinvest, LLC425$5.06 萬
Strengthening Families & Communities, LLC359$4.30 萬
Earnest Partners LLC211$2.54 萬
Stephenson National Bank & Trust158$1.90 萬
LMR Partners LLP124$1.49 萬
Carmel Capital Partners, LLC115$1.38 萬
J.Safra Asset Management Corp92$1.11 萬
Authentikos Wealth Advisory, LLC77$9,252
Delos Wealth Advisors, LLC66$7,535
Cypress Capital Management LLC (WY)50$6,008
Moisand Fitzgerald Tamayo, LLC50$6,008
Family CFO Inc50$6,008
Milestone Investment Advisors LLC50$6,008
Thomas J. Herzfeld Advisors, Inc.38$4,566
Legacy Financial Group LLC36$4,325

尚未申報 2023 年第 4 季的機構(28 家)

2023 年第 3 季季末持有 Phillips 66、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 PSX、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.366,158$4,399 萬
Virginia Retirement Systems Et Al213,780$2,569 萬
Payden & Rygel Investment Group74,100$890.3 萬
Bryn Mawr Trust Co66,140$794.7 萬
Rothschild Investment Corp47,038$565.2 萬
Pathstone Family Office, LLC33,954$408.0 萬
Icon Wealth Partners, LLC20,360$244.6 萬
Advisor Partners II, LLC20,331$244.3 萬
Colony Group LLC8,137$97.8 萬
Key Bridge Compliance, LLC6,105$73.4 萬
J2 Capital Management Inc5,608$67.4 萬
V Wealth Advisors LLC4,905$58.9 萬
Tradewinds, LLC.4,816$57.9 萬
Comerica Securities,inc.4,768$57.3 萬
Syntax Advisors, LLC4,036$48.5 萬
Focus Financial Network, Inc.3,942$47.4 萬
Tiedemann Advisors, LLC2,904$34.9 萬
SBB Research Group LLC2,808$33.7 萬
Goodwin Daniel L2,500$30.0 萬
Sutton Wealth Advisors Inc.2,405$28.9 萬
Cornerstone Retirement Group, Inc.1,900$22.8 萬
Steward Financial Group LLC1,235$14.8 萬
Foster Dykema Cabot & Co Inc573$6.90 萬
WFA of San Diego, LLC319$3.83 萬
Kenfarb & Co.104$1.25 萬
KB Financial Partners, LLC27$3,000
Johnson Midwest Financial, LLC19$2,283
Column Capital Advisors, LLC10$1,202