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 |
|---|---|---|---|---|---|
| Man Group plc | 58,073 | $773.2 萬 | 0.02% | – | – |
| Xponance, Inc. | 58,282 | $776.0 萬 | 0.09% | −13,463−18.8% | 減碼 |
| First American Trust, FSB | 58,595 | $780.1 萬 | 0.97% | +466+0.8% | 加碼 |
| Mutual of America Capital Management LLC | 58,924 | $784.5 萬 | 0.09% | −3,432−5.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 60,680 | $807.9 萬 | 0.02% | +3,694+6.5% | 加碼 |
| Montgomery Investment Management Inc | 60,692 | $808.1 萬 | 2.48% | 00.0% | 不變 |
| AE Wealth Management LLC | 58,018 | $813.5 萬 | 0.04% | −8,019−12.1% | 減碼 |
| D.A. Davidson & Co. | 61,657 | $820.9 萬 | 0.08% | −5,302−7.9% | 減碼 |
| Alley Investment Management Company, LLC | 61,959 | $824.9 萬 | 1.21% | −1,053−1.7% | 減碼 |
| AlTi Global, Inc. | 62,410 | $830.9 萬 | 0.25% | +62,410 | 新進 |
| New York Life Investment Management LLC | 62,466 | $831.7 萬 | 0.09% | −3,520−5.3% | 減碼 |
| Congress Wealth Management LLC | 62,772 | $835.8 萬 | 0.15% | +1,043+1.7% | 加碼 |
| Railway Pension Investments Ltd | 63,000 | $838.8 萬 | 0.09% | +63,000 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 63,742 | $848.7 萬 | 0.11% | +19,390+43.7% | 加碼 |
| Bank of Nova Scotia | 64,329 | $856.5 萬 | 0.02% | −237,057−78.7% | 減碼 |
| Cypress Capital Group | 65,083 | $866.5 萬 | 1.13% | +300.0% | 加碼 |
| Verity & Verity, LLC | 65,494 | $872.0 萬 | 1.00% | +6,286+10.6% | 加碼 |
| Public Sector Pension Investment Board | 65,944 | $878.0 萬 | 0.07% | −39,451−37.4% | 減碼 |
| Foundation Resource Management Inc | 66,212 | $881.5 萬 | 1.40% | −468−0.7% | 減碼 |
| Kestra Advisory Services, LLC | 66,404 | $884.1 萬 | 0.07% | +1,616+2.5% | 加碼 |
| FIL Ltd | 66,963 | $891.5 萬 | 0.01% | +66,963 | 新進 |
| Cyndeo Wealth Partners, LLC | 67,986 | $905.2 萬 | 0.84% | +10,652+18.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 68,226 | $908.4 萬 | 0.59% | −899−1.3% | 減碼 |
| AXA S.A. | 68,259 | $908.8 萬 | 0.03% | +149+0.2% | 加碼 |
| Yousif Capital Management, LLC | 68,682 | $914.4 萬 | 0.11% | −4,835−6.6% | 減碼 |
| Cetera Advisor Networks LLC | 68,939 | $917.9 萬 | 0.05% | +1,644+2.4% | 加碼 |
| Advisory Services Network, LLC | 69,379 | $923.7 萬 | 0.23% | +3,851+5.9% | 加碼 |
| Visionary Wealth Advisors | 69,562 | $926.2 萬 | 0.68% | −422−0.6% | 減碼 |
| Venture Visionary Partners LLC | 69,695 | $927.9 萬 | 0.49% | +5,268+8.2% | 加碼 |
| Quadrature Capital Ltd | 70,122 | $933.7 萬 | 0.17% | −151,808−68.4% | 減碼 |
| Simmons Bank | 70,147 | $933.9 萬 | 0.76% | +2,317+3.4% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $949.1 萬 | 0.15% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 71,614 | $953.5 萬 | 1.46% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 71,914 | $957.5 萬 | 0.12% | −502−0.7% | 減碼 |
| Bell Bank | 71,946 | $957.9 萬 | 0.92% | −3,516−4.7% | 減碼 |
| Degroof Petercam Asset Management | 72,102 | $960.0 萬 | 0.13% | +72,102 | 新進 |
| La Banque Postale Asset Management SA | 72,575 | $966.3 萬 | 0.21% | −8,679−10.7% | 減碼 |
| Daymark Wealth Partners, LLC | 72,799 | $969.3 萬 | 0.60% | +3,299+4.7% | 加碼 |
| Cohen & Steers, Inc. | 72,838 | $969.8 萬 | 0.02% | −7,401−9.2% | 減碼 |
| CIBC Asset Management Inc | 73,085 | $973.1 萬 | 0.04% | −4,886−6.3% | 減碼 |
| Oppenheimer & Co Inc | 73,831 | $983.0 萬 | 0.18% | +16,846+29.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 73,950 | $984.6 萬 | 0.01% | −84,018−53.2% | 減碼 |
| Payden & Rygel | 74,100 | $986.6 萬 | 0.72% | 00.0% | 不變 |
| Marco Investment Management LLC | 74,285 | $989.0 萬 | 1.01% | +90+0.1% | 加碼 |
| Pacific Heights Asset Management LLC | 75,000 | $998.5 萬 | 0.86% | 00.0% | 不變 |
| RPG Investment Advisory, LLC | 76,114 | $1,013 萬 | 1.65% | +464+0.6% | 加碼 |
| Steel Peak Wealth Management LLC | 76,478 | $1,018 萬 | 0.60% | +73,569+2,529.0% | 加碼 |
| Czech National Bank | 77,056 | $1,026 萬 | 0.15% | −772−1.0% | 減碼 |
| Utah Retirement Systems | 77,267 | $1,029 萬 | 0.13% | −2,000−2.5% | 減碼 |
| Calamos Advisors LLC | 77,450 | $1,031 萬 | 0.05% | −1,011−1.3% | 減碼 |
| Nkcfo LLC | 77,500 | $1,032 萬 | 5.59% | +23,000+42.2% | 加碼 |
| DT Investment Partners, LLC | 72,960 | $1,039 萬 | 1.12% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 78,111 | $1,040 萬 | 0.18% | −14,800−15.9% | 減碼 |
| Eldred Rock Partners, LLC | 78,128 | $1,040 萬 | 6.63% | +78,128 | 新進 |
| Wade G W & Inc | 78,536 | $1,046 萬 | 0.34% | +2,396+3.1% | 加碼 |
| Swiss Life Asset Management Ltd | 78,879 | $1,051 萬 | 0.13% | +44,799+131.5% | 加碼 |
| WSFS Capital Management, LLC | 79,265 | $1,055 萬 | 0.66% | −42,523−34.9% | 減碼 |
| Jefferies Financial Group Inc. | 79,660 | $1,061 萬 | 0.17% | +79,500+49,687.5% | 加碼 |
| ProShare Advisors LLC | 81,472 | $1,085 萬 | 0.03% | −20,497−20.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 82,338 | $1,096 萬 | 0.05% | +2,992+3.8% | 加碼 |
| Alaska Permanent Fund Corp | 82,780 | $1,102 萬 | 0.18% | −809−1.0% | 減碼 |
| State of Alaska, Department of Revenue | 82,973 | $1,105 萬 | 0.13% | −4,455−5.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 82,980 | $1,105 萬 | 0.05% | −550−0.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 83,718 | $1,115 萬 | 0.23% | −1,019−1.2% | 減碼 |
| FourThought Financial Partners, LLC | 84,803 | $1,129 萬 | 1.42% | −1,022−1.2% | 減碼 |
| Heritage Investors Management Corp | 85,750 | $1,142 萬 | 0.43% | −1,857−2.1% | 減碼 |
| Navellier & Associates Inc | 85,815 | $1,143 萬 | 1.71% | +1,728+2.1% | 加碼 |
| Macquarie Group Ltd | 88,332 | $1,176 萬 | 0.01% | −3,828−4.2% | 減碼 |
| Morgan Dempsey Capital Management LLC | 89,358 | $1,190 萬 | 3.64% | −26,631−23.0% | 減碼 |
| GWM Advisors LLC | 90,382 | $1,194 萬 | 0.11% | +8,706+10.7% | 加碼 |
| IFM Investors Pty Ltd | 90,142 | $1,200 萬 | 0.15% | −596−0.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 90,859 | $1,210 萬 | 0.17% | +2,136+2.4% | 加碼 |
| Texas Permanent School Fund | 90,861 | $1,210 萬 | 0.10% | −1,170−1.3% | 減碼 |
| Skba Capital Management LLC | 90,935 | $1,211 萬 | 2.04% | −12,600−12.2% | 減碼 |
| Adell Harriman & Carpenter Inc | 91,183 | $1,214 萬 | 1.12% | +1,028+1.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 93,961 | $1,251 萬 | 0.03% | −39,467−29.6% | 減碼 |
| CCM Investment Advisers LLC | 95,585 | $1,273 萬 | 1.57% | −4,616−4.6% | 減碼 |
| KBC Group NV | 95,892 | $1,277 萬 | 0.05% | −50,724−34.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 96,345 | $1,283 萬 | 0.09% | +6,812+7.6% | 加碼 |
| Bollard Group LLC | 96,382 | $1,283 萬 | 0.45% | +727+0.8% | 加碼 |
| Advisors Asset Management, Inc. | 96,498 | $1,285 萬 | 0.26% | −7,565−7.3% | 減碼 |
| Guggenheim Capital LLC | 96,927 | $1,290 萬 | 0.10% | −8,691−8.2% | 減碼 |
| Retirement Systems of Alabama | 96,961 | $1,291 萬 | 0.05% | −3,722−3.7% | 減碼 |
| Mattern Capital Management, LLC | 99,228 | $1,321 萬 | 1.92% | +397+0.4% | 加碼 |
| Bridgecreek Investment Management, LLC | 99,781 | $1,328 萬 | 2.57% | −3,050−3.0% | 減碼 |
| Thrivent Financial for Lutherans | 100,120 | $1,333 萬 | 0.03% | −11,001−9.9% | 減碼 |
| Mercer Global Advisors Inc | 101,227 | $1,348 萬 | 0.04% | +13,232+15.0% | 加碼 |
| Manning & Napier Group, LLC | 101,268 | $1,348 萬 | 0.16% | −16,110−13.7% | 減碼 |
| Illinois Municipal Retirement Fund | 101,654 | $1,353 萬 | 0.23% | −33,615−24.9% | 減碼 |
| Hi-Line Capital Management, LLC | 103,340 | $1,376 萬 | 5.33% | −9,701−8.6% | 減碼 |
| Janus Henderson Group PLC | 103,470 | $1,377 萬 | 0.01% | +35,702+52.7% | 加碼 |
| Annex Advisory Services, LLC | 103,606 | $1,379 萬 | 0.58% | +10,418+11.2% | 加碼 |
| Marshall Wace, LLP | 105,551 | $1,405 萬 | 0.03% | +105,551 | 新進 |
| MetLife Investment Management | 106,902 | $1,423 萬 | 0.10% | −3,544−3.2% | 減碼 |
| Cushing Asset Management, LP | 107,000 | $1,425 萬 | 1.31% | +107,000 | 新進 |
| Richard C. Young & CO., LTD. | 107,177 | $1,427 萬 | 1.91% | +3,246+3.1% | 加碼 |
| TCG Advisory Services, LLC | 107,958 | $1,437 萬 | 1.00% | +98,147+1,000.4% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 108,627 | $1,446 萬 | 0.26% | +108,627 | 新進 |
| Steward Partners Investment Advisory, LLC | 108,960 | $1,451 萬 | 0.20% | +11,850+12.2% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 109,021 | $1,452 萬 | 0.58% | −1,232−1.1% | 減碼 |