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 2,108 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 13F 持有人
Phillips 66 在 2024/3/31 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
- 1,878
- 較 2023 年第 4 季 +107 家
- 持有股數
- 3.21 億
- 較 2023 年第 4 季 −699.1 萬 (−2.1%)
- 總市值
- $522.3 億
- 較 2023 年第 4 季 +$85.4 億 (+19.5%)
- 新進機構
- 208
- 另有 620 家加碼
- 清倉機構
- 101
- 另有 751 家減碼
另有 21 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 | 2,108 | $535.4 億 |
| 2026 年第 1 季 | 2,131 | $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 | 1,795 | $379.0 億 |
| 2024 年第 4 季 | 1,781 | $349.2 億 |
| 2024 年第 3 季 | 1,774 | $398.4 億 |
| 2024 年第 2 季 | 1,786 | $442.0 億 |
| 2024 年第 1 季 | 1,878 | $522.3 億 |
| 2023 年第 4 季 | 1,792 | $437.3 億 |
| 2023 年第 3 季 | 1,663 | $385.1 億 |
| 2023 年第 2 季 | 1,541 | $308.8 億 |
| 2023 年第 1 季 | 1,572 | $334.1 億 |
| 2022 年第 4 季 | 1,574 | $351.1 億 |
| 2022 年第 3 季 | 1,418 | $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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 59,265 | $968.0 萬 | 0.65% | −10,297−14.8% | 減碼 |
| First American Trust, FSB | 59,561 | $972.9 萬 | 1.02% | +966+1.6% | 加碼 |
| Bokf, NA | 59,981 | $979.7 萬 | 0.18% | −94,056−61.1% | 減碼 |
| Bank of Nova Scotia | 60,532 | $988.7 萬 | 0.02% | −3,797−5.9% | 減碼 |
| DT Investment Partners, LLC | 60,904 | $994.8 萬 | 1.01% | −12,056−16.5% | 減碼 |
| Walleye Capital LLC | 61,104 | $998.1 萬 | 0.11% | +26,060+74.4% | 加碼 |
| Alley Investment Management Company, LLC | 61,109 | $998.2 萬 | 1.37% | −850−1.4% | 減碼 |
| Xponance, Inc. | 61,126 | $998.4 萬 | 0.10% | +2,844+4.9% | 加碼 |
| Railway Pension Investments Ltd | 63,000 | $1,029 萬 | 0.10% | 00.0% | 不變 |
| Verity & Verity, LLC | 63,098 | $1,031 萬 | 1.15% | −2,396−3.7% | 減碼 |
| Marshall Wace, LLP | 63,500 | $1,037 萬 | 0.02% | −42,051−39.8% | 減碼 |
| Janus Henderson Group PLC | 64,328 | $1,051 萬 | 0.01% | −39,142−37.8% | 減碼 |
| Cypress Capital Group | 64,918 | $1,060 萬 | 1.27% | −165−0.3% | 減碼 |
| RPG Investment Advisory, LLC | 64,942 | $1,061 萬 | 1.59% | −11,172−14.7% | 減碼 |
| Bryn Mawr Trust Co | 64,977 | $1,061 萬 | 0.41% | +64,977 | 新進 |
| CIBC Private Wealth Group, LLC | 65,214 | $1,065 萬 | 0.02% | +4,534+7.5% | 加碼 |
| Yousif Capital Management, LLC | 65,428 | $1,069 萬 | 0.12% | −3,254−4.7% | 減碼 |
| Canada Pension Plan Investment Board | 65,730 | $1,074 萬 | 0.01% | −123,916−65.3% | 減碼 |
| Foundation Resource Management Inc | 66,212 | $1,082 萬 | 1.70% | 00.0% | 不變 |
| Congress Wealth Management LLC | 66,758 | $1,090 萬 | 0.19% | +3,986+6.3% | 加碼 |
| ING Groep NV | 67,523 | $1,103 萬 | 0.08% | +64,692+2,285.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 67,567 | $1,104 萬 | 0.68% | −659−1.0% | 減碼 |
| Bell Bank | 68,733 | $1,123 萬 | 0.97% | −3,213−4.5% | 減碼 |
| Man Group plc | 68,922 | $1,126 萬 | 0.03% | +10,849+18.7% | 加碼 |
| Venture Visionary Partners LLC | 70,073 | $1,145 萬 | 0.54% | +378+0.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 71,072 | $1,161 萬 | 0.13% | +22,478+46.3% | 加碼 |
| Degroof Petercam Asset Management | 71,102 | $1,161 萬 | 0.14% | −1,000−1.4% | 減碼 |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $1,164 萬 | 0.16% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 71,505 | $1,168 萬 | 0.08% | +5,561+8.4% | 加碼 |
| Kestra Advisory Services, LLC | 71,565 | $1,169 萬 | 0.08% | +5,161+7.8% | 加碼 |
| Fort Point Capital Partners LLC | 71,614 | $1,170 萬 | 1.58% | 00.0% | 不變 |
| D.A. Davidson & Co. | 71,880 | $1,174 萬 | 0.11% | +10,223+16.6% | 加碼 |
| ProShare Advisors LLC | 73,087 | $1,194 萬 | 0.03% | −8,385−10.3% | 減碼 |
| Cerity Partners LLC | 73,295 | $1,195 萬 | 0.03% | +26,432+56.4% | 加碼 |
| CIBC Asset Management Inc | 73,460 | $1,200 萬 | 0.04% | +375+0.5% | 加碼 |
| Simmons Bank | 73,582 | $1,202 萬 | 0.90% | +3,435+4.9% | 加碼 |
| State of Alaska, Department of Revenue | 73,608 | $1,202 萬 | 0.14% | −9,365−11.3% | 減碼 |
| Daymark Wealth Partners, LLC | 73,602 | $1,202 萬 | 0.65% | +803+1.1% | 加碼 |
| Payden & Rygel | 74,500 | $1,217 萬 | 0.83% | +400+0.5% | 加碼 |
| Payden & Rygel Investment Group | 74,500 | $1,217 萬 | 0.83% | +74,500 | 新進 |
| Pacific Heights Asset Management LLC | 75,000 | $1,225 萬 | 1.00% | 00.0% | 不變 |
| Marco Investment Management LLC | 75,161 | $1,228 萬 | 1.16% | +876+1.2% | 加碼 |
| Calamos Advisors LLC | 75,550 | $1,234 萬 | 0.06% | −1,900−2.5% | 減碼 |
| AXA S.A. | 75,580 | $1,235 萬 | 0.04% | +7,321+10.7% | 加碼 |
| Czech National Bank | 75,659 | $1,236 萬 | 0.16% | −1,397−1.8% | 減碼 |
| Utah Retirement Systems | 76,267 | $1,246 萬 | 0.15% | −1,000−1.3% | 減碼 |
| Advisory Services Network, LLC | 77,236 | $1,262 萬 | 0.28% | +7,857+11.3% | 加碼 |
| Nkcfo LLC | 77,500 | $1,266 萬 | 7.56% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 78,046 | $1,275 萬 | 0.19% | −4,734−5.7% | 減碼 |
| Cambria Investment Management, L.P. | 78,067 | $1,275 萬 | 0.76% | +74,913+2,375.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 78,162 | $1,277 萬 | 0.19% | −12,697−14.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,329 | $1,279 萬 | 0.04% | −100,843−56.3% | 減碼 |
| Eldred Rock Partners, LLC | 78,909 | $1,289 萬 | 7.02% | +781+1.0% | 加碼 |
| WSFS Capital Management, LLC | 78,957 | $1,290 萬 | 0.73% | −308−0.4% | 減碼 |
| Morgan Dempsey Capital Management LLC | 80,973 | $1,323 萬 | 4.23% | −8,385−9.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 81,138 | $1,325 萬 | 0.05% | −1,200−1.5% | 減碼 |
| CCM Investment Advisers LLC | 81,286 | $1,328 萬 | 1.59% | −14,299−15.0% | 減碼 |
| Navellier & Associates Inc | 82,959 | $1,355 萬 | 1.67% | −2,856−3.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 83,012 | $1,356 萬 | 0.26% | −706−0.8% | 減碼 |
| Heritage Investors Management Corp | 83,144 | $1,358 萬 | 0.48% | −2,606−3.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 83,246 | $1,360 萬 | 0.05% | +266+0.3% | 加碼 |
| GWM Advisors LLC | 84,882 | $1,386 萬 | 0.12% | −5,500−6.1% | 減碼 |
| Guggenheim Capital LLC | 85,956 | $1,404 萬 | 0.10% | −10,971−11.3% | 減碼 |
| Macquarie Group Ltd | 87,177 | $1,424 萬 | 0.02% | −1,155−1.3% | 減碼 |
| Acadian Asset Management LLC | 88,276 | $1,441 萬 | 0.05% | −312,217−78.0% | 減碼 |
| Texas Permanent School Fund | 88,909 | $1,452 萬 | 0.11% | −1,952−2.1% | 減碼 |
| IFM Investors Pty Ltd | 88,941 | $1,453 萬 | 0.16% | −1,201−1.3% | 減碼 |
| Skba Capital Management LLC | 89,985 | $1,470 萬 | 2.30% | −950−1.0% | 減碼 |
| Amalgamated Bank | 90,020 | $1,470 萬 | 0.13% | −30,311−25.2% | 減碼 |
| Mattern Capital Management, LLC | 90,268 | $1,474 萬 | 2.00% | −8,960−9.0% | 減碼 |
| Adell Harriman & Carpenter Inc | 90,386 | $1,476 萬 | 1.22% | −797−0.9% | 減碼 |
| Advisors Asset Management, Inc. | 90,803 | $1,483 萬 | 0.29% | −5,695−5.9% | 減碼 |
| Colony Group, LLC | 90,862 | $1,484 萬 | 0.12% | +82,949+1,048.3% | 加碼 |
| Manning & Napier Group, LLC | 93,752 | $1,531 萬 | 0.17% | −7,516−7.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 94,398 | $1,542 萬 | 0.11% | −1,947−2.0% | 減碼 |
| Thrivent Financial for Lutherans | 94,798 | $1,548 萬 | 0.03% | −5,322−5.3% | 減碼 |
| Retirement Systems of Alabama | 94,906 | $1,550 萬 | 0.06% | −2,055−2.1% | 減碼 |
| KBC Group NV | 94,942 | $1,551 萬 | 0.05% | −950−1.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 95,329 | $1,557 萬 | 0.35% | −23,932−20.1% | 減碼 |
| CIBC World Markets Corp | 95,886 | $1,566 萬 | 0.10% | −486,729−83.5% | 減碼 |
| Bollard Group LLC | 97,829 | $1,598 萬 | 0.48% | +1,447+1.5% | 加碼 |
| CIBC World Markets Inc. | 100,111 | $1,635 萬 | 0.04% | +78,954+373.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 133,736 | $1,638 萬 | 0.04% | +39,775+42.3% | 加碼 |
| Gabelli Funds LLC | 100,600 | $1,643 萬 | 0.12% | −55,000−35.3% | 減碼 |
| MetLife Investment Management | 100,872 | $1,648 萬 | 0.11% | −6,030−5.6% | 減碼 |
| Hi-Line Capital Management, LLC | 101,945 | $1,665 萬 | 5.91% | −1,395−1.3% | 減碼 |
| Intech Investment Management LLC | 103,764 | $1,695 萬 | 0.24% | −217,777−67.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 104,465 | $1,706 萬 | 0.03% | −48,235−31.6% | 減碼 |
| Foundry Partners, LLC | 106,447 | $1,739 萬 | 0.93% | −4,337−3.9% | 減碼 |
| Richard C. Young & CO., LTD. | 106,536 | $1,740 萬 | 2.18% | −641−0.6% | 減碼 |
| Lawson Kroeker Investment Management Inc | 107,508 | $1,756 萬 | 3.33% | −2,019−1.8% | 減碼 |
| Illinois Municipal Retirement Fund | 107,778 | $1,760 萬 | 0.27% | +6,124+6.0% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 108,627 | $1,774 萬 | 0.41% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 109,059 | $1,781 萬 | 0.20% | +99+0.1% | 加碼 |
| Schwerin Boyle Capital Management Inc | 109,235 | $1,784 萬 | 1.77% | −480.0% | 減碼 |
| Mercer Global Advisors Inc | 109,698 | $1,793 萬 | 0.05% | +8,471+8.4% | 加碼 |
| Martingale Asset Management L P | 110,534 | $1,805 萬 | 0.36% | −8,797−7.4% | 減碼 |
| TCG Advisory Services, LLC | 111,119 | $1,815 萬 | 1.00% | +3,161+2.9% | 加碼 |
| Spirit of America Management Corp | 111,286 | $1,818 萬 | 3.66% | −16,900−13.2% | 減碼 |
| Raymond James Trust N.A. | 111,517 | $1,822 萬 | 0.44% | −6,620−5.6% | 減碼 |