跳到主要內容
Livermore
Livermore
中文EN

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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Phillips 66 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

PSX 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數1,792211,878+107
股數3.28 億28.5 萬3.21 億−699.1 萬 (−2.1%)
市值$437.3 億$3,790 萬$522.3 億+$85.4 億 (+19.5%)

21 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（208 家）

2024 年第 1 季季末持有 Phillips 66、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 208 家。

2024 年第 1 季新進 PSX 的機構
機構股數市值佔組合 %
Arrowstreet Capital, Limited Partnership2,249,458$3.67 億0.34%
Natixis270,823$4,424 萬0.25%
Blackstone Group Inc.261,249$4,267 萬0.18%
Resona Asset Management Co.,Ltd.157,419$2,571 萬0.15%
Payden & Rygel Investment Group74,500$1,217 萬0.83%
Bryn Mawr Trust Co64,977$1,061 萬0.41%
Genus Capital Management Inc.50,300$821.6 萬1.07%
Scissortail Wealth Management, LLC47,858$781.7 萬2.06%
Telemark Asset Management, LLC40,000$653.4 萬0.68%
L & S Advisors Inc39,989$653.2 萬0.74%
Hamilton Capital Partners Inc.38,656$631.4 萬0.76%
Hartree Partners, LP35,400$578.2 萬1.50%
Catalyst Funds Management Pty Ltd32,600$532.5 萬1.49%
Trajan Wealth LLC31,587$515.9 萬0.35%
Patton Fund Management, Inc.31,188$509.4 萬0.92%
Glass Wealth Management Co LLC29,200$477.0 萬2.91%
Del-Sette Capital Management, LLC27,741$453.1 萬3.72%
Surience Private Wealth LLC24,976$408.0 萬3.86%
Simplex Trading, LLC23,276$380.1 萬0.11%
BCJ Capital Management, LLC22,152$361.8 萬0.29%
Duality Advisers, LP22,018$359.6 萬0.35%
Omers Administration Corp20,400$333.2 萬0.04%
Mediolanum International Funds Ltd20,560$326.8 萬0.05%
Magnetar Financial LLC15,324$250.3 萬0.06%
Umpqua Bank9,439$154.2 萬0.63%
Simplicity Wealth,LLC8,623$140.9 萬0.03%
Maven Securities LTD8,416$137.5 萬0.08%
AIA Group Ltd8,200$133.9 萬0.04%
Meeder Asset Management Inc7,855$128.3 萬0.08%
Dynasty Wealth Management, LLC7,710$125.9 萬0.04%
SpiderRock Advisors, LLC7,955$124.7 萬0.04%
Walleye Trading LLC7,623$124.5 萬0.02%
Verdad Advisers, LP7,168$117.1 萬1.27%
Versor Investments LP6,787$110.9 萬0.22%
Accordant Advisory Group Inc6,627$108.2 萬0.81%
Wealth Advisory Solutions, LLC6,028$98.5 萬0.25%
Hilltop National Bank6,007$98.1 萬0.33%
Keynote Financial Services LLC5,904$96.4 萬0.81%
Banco Santander, S.A.5,738$93.7 萬0.01%
Invst, LLC5,689$92.9 萬0.11%
Eagle Strategies LLC5,519$90.2 萬0.20%
Qsemble Capital Management, LP5,399$88.2 萬0.19%
Paloma Partners Management Co4,642$75.8 萬0.11%
Beck Bode, LLC4,612$75.3 萬0.15%
Aquatic Capital Management LLC4,400$71.9 萬0.02%
Focus Financial Network, Inc.4,456$68.3 萬0.03%
OmniStar Financial Group, Inc.4,164$68.0 萬0.62%
Stevens Capital Management LP4,161$68.0 萬0.13%
Montchanin Asset Management, LLC3,830$62.6 萬0.61%
Grey Street Capital, LLC3,820$62.4 萬0.08%
Danske Bank A/S3,739$61.1 萬0.00%
AA Financial Advisors, LLC3,737$61.0 萬0.25%
Ransom Advisory, Ltd3,725$60.8 萬0.32%
City Center Advisors, LLC3,561$58.2 萬0.69%
Connor, Clark & Lunn Investment Management Ltd.3,527$57.6 萬0.00%
Founders Financial Securities LLC3,193$52.2 萬0.05%
Jump Financial, LLC3,168$51.7 萬0.01%
AdvisorShares Investments LLC3,100$50.6 萬0.09%
Passumpsic Savings Bank3,024$49.4 萬0.32%
Schonfeld Strategic Advisors LLC2,844$46.5 萬0.00%
Clark Capital Management Group, Inc.2,819$46.0 萬0.00%
Petrus Trust Company, LTA2,786$45.5 萬0.04%
Centiva Capital, LP2,531$41.3 萬0.02%
Horizon Advisory Services, Inc.2,307$37.7 萬0.18%
Waterloo Capital, L.P.2,269$37.1 萬0.05%
ASB Consultores, LLC2,238$36.6 萬0.09%
First Trust Investment Solutions L.P.2,153$35.2 萬0.06%
Bullock Wealth Management Group2,150$35.1 萬0.24%
Duncan Williams Asset Management, LLC2,000$32.7 萬0.29%
Quest Partners LLC1,996$32.6 萬0.06%
Red Door Wealth Management, LLC1,995$32.6 萬0.06%
Douglas Lane & Associates, LLC1,961$32.0 萬0.00%
Moss Adams Wealth Advisors LLC1,960$32.0 萬0.05%
Fifth Third Wealth Advisors LLC1,952$31.9 萬0.05%
AlphaCore Capital LLC1,940$31.7 萬0.08%
XR Securities LLC1,903$31.1 萬0.09%
Beacon Investment Advisory Services, Inc.1,879$30.7 萬0.01%
Auxano Advisors, LLC1,819$29.7 萬0.09%
Armistice Capital, LLC1,809$29.5 萬0.01%
Key Client Fiduciary Advisors, LLC1,795$29.3 萬0.16%
Diametric Capital, LP1,787$29.2 萬0.16%
Avestar Capital, LLC1,734$28.3 萬0.03%
Spring Capital Management, LLC1,705$27.8 萬0.21%
Clarity Financial LLC1,700$27.8 萬0.04%
Farmers Trust Co1,667$27.2 萬0.05%
Capital Asset Advisory Services LLC1,586$27.1 萬0.02%
Evoke Wealth, LLC1,653$27.0 萬0.01%
Schrum Private Wealth Management LLC1,642$26.8 萬0.24%
Second Line Capital, LLC1,642$26.8 萬0.09%
Aspiriant, LLC1,637$26.7 萬0.01%
Keel Point, LLC1,619$26.4 萬0.03%
Vista Wealth Management Group, LLC1,616$26.4 萬0.02%
Vicus Capital1,611$26.3 萬0.02%
NBW Capital LLC1,598$26.1 萬0.05%
Boothbay Fund Management, LLC1,582$25.8 萬0.01%
Pure Financial Advisors, Inc.1,582$25.8 萬0.01%
Simon Quick Advisors, LLC1,569$25.6 萬0.02%
L2 Asset Management, LLC1,558$25.4 萬0.08%
TrueWealth Advisors, LLC1,556$25.4 萬0.10%
Old Port Advisors1,518$24.8 萬0.08%

清倉機構（101 家）

2023 年第 4 季季末持有 Phillips 66、2024 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 101 家。

2024 年第 1 季清倉 PSX 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Voloridge Investment Management, LLC519,224$6,913 萬
MUFG Securities EMEA plc400,000$5,326 萬
SIR Capital Management, L.P.349,114$4,648 萬
Holocene Advisors, LP297,441$3,960 萬
Alyeska Investment Group, L.P.229,017$3,049 萬
Quadrature Capital Ltd70,122$933.7 萬
Cetera Advisor Networks LLC68,939$917.9 萬
Weiss Multi-Strategy Advisers LLC57,333$763.3 萬
PGGM Investments51,505$685.7 萬
Quantitative Investment Management, LLC46,740$622.2 萬
Cetera Advisors LLC32,151$428.1 萬
Meitav Dash Investments Ltd27,922$424.2 萬
LexAurum Advisors, LLC26,585$354.0 萬
Cynosure Management, LLC24,087$320.7 萬
Cheviot Value Management, LLC20,481$277.1 萬
Paragon Associates & Paragon Associates II Joint Venture20,000$266.3 萬
Retireful, LLC16,910$225.1 萬
Pinnacle Wealth Management, LLC15,222$202.7 萬
Cypress Point Wealth Management, LLC12,379$164.8 萬
17 Capital Partners, LLC11,915$158.6 萬
FJ Investments, LLC11,534$153.6 萬
WCG Wealth Advisors LLC10,874$144.8 萬
Y-Intercept (Hong Kong) Ltd10,240$136.3 萬
Laird Norton Trust Company, LLC10,117$134.7 萬
Mountain Capital Investment Advisors, Inc9,173$122.8 萬
Oak Hill Wealth Advisors, LLC8,512$113.3 萬
Point72 Europe (London) LLP8,187$109.0 萬
Fox Run Management, L.L.C.6,302$83.9 萬
Concentric Capital Strategies, LP5,723$76.2 萬
Aurora Investment Counsel8,144$70.6 萬
Burns Matteson Capital Management, LLC5,164$68.7 萬
Your Advocates Ltd., LLP4,334$57.7 萬
Angeles Investment Advisors, LLC4,020$53.5 萬
Straight Path Wealth Management4,004$53.3 萬
Cutler Group LP3,964$52.7 萬
Headlands Technologies LLC3,894$51.8 萬
Clear Street Markets LLC3,600$47.9 萬
Crescent Grove Advisors, LLC3,496$46.5 萬
Arete Wealth Advisors, LLC3,245$43.2 萬
IFG Advisory, LLC3,238$43.1 萬
Advisor Resource Council3,125$41.6 萬
WBH Advisory Inc3,064$40.8 萬
Inceptionr LLC2,987$39.8 萬
SageView Advisory Group, LLC2,784$39.6 萬
Mach-1 Financial Group, Inc.2,768$36.9 萬
Douglass Winthrop Advisors, LLC2,693$35.9 萬
Transform Wealth, LLC2,642$35.2 萬
Carl Stuart Investment Advisor, Inc2,599$34.6 萬
Two Sigma Securities, LLC2,585$34.4 萬
Carlson Capital Management2,575$34.3 萬
Warwick Investment Management, Inc.2,395$31.9 萬
CWS Financial Advisors, LLC2,372$31.6 萬
Websterrogers Financial Advisors, LLC2,318$30.9 萬
Granite Bay Wealth Management, LLC2,520$30.1 萬
Legacy Capital Wealth Partners, LLC2,258$30.1 萬
DAGCO, Inc.2,248$29.9 萬
Greenup Street Wealth Management LLC2,219$29.5 萬
Alpine Woods Capital Investors, LLC2,038$27.1 萬
American Trust Investment Advisors, LLC1,955$26.0 萬
Eads & Heald Wealth Management1,941$25.8 萬
Vinva Investment Management Ltd1,917$25.5 萬
Waddell & Associates, LLC1,776$24.4 萬
Fermata Advisors, LLC1,755$23.4 萬
Curi Capital1,724$23.0 萬
Baker Tilly Wealth Management, LLC1,645$21.9 萬
APCM Wealth Management for Individuals1,622$21.6 萬
Meridian Wealth Management, LLC1,600$21.3 萬
Sippican Capital Advisors1,582$21.1 萬
Personal Cfo Solutions, LLC1,559$20.8 萬
Sunburst Financial Group, LLC1,503$20.0 萬
Scarborough Advisors, LLC1,310$17.4 萬
Planned Solutions, Inc.980$13.0 萬
ORG Partners LLC941$12.5 萬
Turtle Creek Wealth Advisors, LLC890$11.8 萬
AJOVista, LLC822$10.9 萬
Leonteq Securities AG792$10.5 萬
Glassman Wealth Services745$9.92 萬
Qube Research & Technologies Ltd691$9.20 萬
Rockbridge Investment Management, LCC690$9.19 萬
Lee Financial Co592$7.88 萬
AlphaMark Advisors, LLC445$5.90 萬
Livelsberger Financial Advisory426$5.67 萬
Mendota Financial Group, LLC415$5.53 萬
Team Financial Group, LLC329$4.38 萬
Arlington Partners LLC316$4.21 萬
Gladius Capital Management LP274$3.65 萬
AXS Investments LLC256$3.41 萬
American State Bank (Iowa)250$3.33 萬
Ables, Iannone, Moore & Associates, Inc.200$2.66 萬
McGlone Suttner Wealth Management, Inc.179$2.38 萬
Global Wealth Management Investment Advisory, Inc.150$2.00 萬
New Millennium Group LLC123$1.63 萬
Focused Wealth Management, Inc120$1.59 萬
Tiff Advisory Services Inc114$1.52 萬
Garner Asset Management Corp102$1.49 萬
Level Financial Advisors, Inc.101$1.34 萬
Able Wealth Management LLC43$5,713
Financial Connections Group, Inc.30$3,000
Halpern Financial, Inc.19$2,579
Vaughan Nelson Investment Management, L.P.15$2,000

尚未申報 2024 年第 1 季的機構（21 家）

2023 年第 4 季季末持有 Phillips 66、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 PSX、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Bridgecreek Investment Management, LLC99,781$1,328 萬
Wade G W & Inc78,536$1,046 萬
Bartlett & Co. LLC18,298$243.5 萬
Telemus Capital, LLC16,059$213.8 萬
Focus Financial Network Inc10,234$136.2 萬
Lee Danner & Bass Inc9,776$130.2 萬
Columbia Trust Co 010120169,354$124.5 萬
Cannell Peter B & Co Inc9,055$120.6 萬
Sawtooth Solutions, LLC8,242$109.7 萬
Retirement Investment Advisors, Inc.6,711$89.4 萬
Wealthsource Partners, LLC3,476$46.3 萬
Putnam Investments LLC3,420$45.5 萬
Wedgewood Investors Inc3,400$45.3 萬
Engrave Wealth Partners LLC2,760$36.7 萬
Alan B. Lancz & Associates, Inc.1,996$26.6 萬
Baystate Wealth Management LLC1,110$14.8 萬
Coppell Advisory Solutions LLC988$13.2 萬
Strategic Investment Solutions, Inc.724$9.63 萬
DB Wealth Management Group, LLC435$5.79 萬
Desjardins Global Asset Management Inc.259$3.45 萬
Hobbs Group Advisors, LLC44$5,858