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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 350,461 | $5,654 萬 | 0.10% | −221,567−38.7% | 減碼 |
| Davis R M Inc | 359,479 | $5,872 萬 | 1.23% | −9,906−2.7% | 減碼 |
| Merewether Investment Management, LP | 361,507 | $5,905 萬 | 3.14% | −391,720−52.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 362,874 | $5,927 萬 | 0.38% | −35,292−8.9% | 減碼 |
| HRT Financial LP | 393,386 | $6,426 萬 | 0.40% | +228,143+138.1% | 加碼 |
| Korea Investment CORP | 399,616 | $6,527 萬 | 0.17% | −89,381−18.3% | 減碼 |
| New York State Teachers Retirement System | 407,295 | $6,653 萬 | 0.14% | −30,134−6.9% | 減碼 |
| Capital Fund Management S.A. | 410,583 | $6,706 萬 | 0.82% | −328,600−44.5% | 減碼 |
| Russell Investments Group, Ltd. | 411,609 | $6,713 萬 | 0.11% | +62,003+17.7% | 加碼 |
| Stifel Financial Corp | 427,021 | $6,975 萬 | 0.08% | −18,788−4.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 432,003 | $7,056 萬 | 0.32% | +395,617+1,087.3% | 加碼 |
| Stonegate Investment Group, LLC | 495,213 | $8,089 萬 | 2.54% | −42,293−7.9% | 減碼 |
| Victory Capital Management Inc | 508,918 | $8,313 萬 | 0.08% | +65,208+14.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 520,500 | $8,502 萬 | 0.12% | +88,160+20.4% | 加碼 |
| M&T Bank Corp | 523,531 | $8,551 萬 | 0.30% | −13,136−2.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 561,220 | $9,167 萬 | 0.11% | −5,330−0.9% | 減碼 |
| Franklin Resources Inc | 563,391 | $9,202 萬 | 0.03% | +30,728+5.8% | 加碼 |
| Principal Financial Group Inc | 567,583 | $9,271 萬 | 0.05% | +260.0% | 加碼 |
| Truist Financial Corp | 569,512 | $9,302 萬 | 0.14% | +11,905+2.1% | 加碼 |
| Standard Life Aberdeen plc | 583,427 | $9,530 萬 | 0.19% | −19,699−3.3% | 減碼 |
| Fayez Sarofim & Co | 631,904 | $1.03 億 | 0.31% | −1,432−0.2% | 減碼 |
| Credit Suisse AG | 641,763 | $1.05 億 | 0.10% | −41,574−6.1% | 減碼 |
| LPL Financial LLC | 647,425 | $1.06 億 | 0.06% | +5,891+0.9% | 加碼 |
| Ameriprise Financial Inc | 655,158 | $1.07 億 | 0.03% | +35,601+5.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 702,096 | $1.15 億 | 0.17% | −62,666−8.2% | 減碼 |
| California State Teachers Retirement System | 711,677 | $1.16 億 | 0.15% | −918−0.1% | 減碼 |
| First Trust Advisors LP | 718,327 | $1.17 億 | 0.12% | −149,117−17.2% | 減碼 |
| Raymond James & Associates | 762,302 | $1.25 億 | 0.08% | +17,261+2.3% | 加碼 |
| Elliott Investment Management L.P.大師艾略特投資管理 | 775,000 | $1.27 億 | 1.26% | 00.0% | 不變 |
| Mariner, LLC | 792,570 | $1.29 億 | 0.27% | +6,868+0.9% | 加碼 |
| CI Private Wealth, LLC | 812,102 | $1.33 億 | 0.24% | +10,437+1.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 818,028 | $1.34 億 | 0.09% | −16,476−2.0% | 減碼 |
| Citadel Advisors LLC | 820,330 | $1.34 億 | 0.13% | −259,948−24.1% | 減碼 |
| California Public Employees Retirement System | 842,450 | $1.38 億 | 0.10% | −30,507−3.5% | 減碼 |
| Rhumbline Advisers | 879,027 | $1.44 億 | 0.14% | +3,974+0.5% | 加碼 |
| National Pension Service | 929,273 | $1.52 億 | 0.18% | +1,573+0.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 942,476 | $1.54 億 | 0.66% | −10,544−1.1% | 減碼 |
| Bank of Montreal | 969,954 | $1.54 億 | 0.08% | −112,092−10.4% | 減碼 |
| Deutsche Bank AG | 1,066,564 | $1.74 億 | 0.08% | −739,086−40.9% | 減碼 |
| Royal Bank of Canada | 1,125,496 | $1.84 億 | 0.04% | −262,927−18.9% | 減碼 |
| Massachusetts Financial Services Co | 1,151,227 | $1.88 億 | 0.06% | −56,514−4.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,179,053 | $1.93 億 | 0.13% | +51,075+4.5% | 加碼 |
| Prudential Financial Inc | 1,179,700 | $1.93 億 | 0.27% | −147,121−11.1% | 減碼 |
| HSBC Holdings PLC | 1,210,723 | $1.98 億 | 0.14% | −130,666−9.7% | 減碼 |
| Swiss National Bank | 1,317,550 | $2.15 億 | 0.15% | −74,800−5.4% | 減碼 |
| Alliancebernstein L.P. | 1,333,845 | $2.18 億 | 0.08% | −212,226−13.7% | 減碼 |
| Nuveen Asset Management, LLC | 1,433,904 | $2.34 億 | 0.07% | +201,835+16.4% | 加碼 |
| Bahl & Gaynor Inc | 1,660,427 | $2.71 億 | 1.51% | +174,338+11.7% | 加碼 |
| Allianz Asset Management GmbH | 1,745,446 | $2.85 億 | 0.48% | −367,047−17.4% | 減碼 |
| LSV Asset Management | 1,952,256 | $3.19 億 | 0.66% | −15,280−0.8% | 減碼 |
| Envestnet Asset Management Inc | 1,998,066 | $3.26 億 | 0.12% | +28,488+1.4% | 加碼 |
| UBS Asset Management Americas Inc | 2,031,175 | $3.32 億 | 0.12% | +416,903+25.8% | 加碼 |
| Amundi | 2,245,190 | $3.44 億 | 0.15% | −392,544−14.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,249,458 | $3.67 億 | 0.34% | +2,249,458 | 新進 |
| Barrow Hanley Mewhinney & Strauss LLC | 2,734,278 | $4.47 億 | 1.50% | −624,813−18.6% | 減碼 |
| Goldman Sachs Group Inc | 2,770,047 | $4.52 億 | 0.10% | +419,098+17.8% | 加碼 |
| Price T Rowe Associates Inc | 2,863,603 | $4.68 億 | 0.06% | +1,408,954+96.9% | 加碼 |
| Charles Schwab Investment Management Inc | 2,907,671 | $4.75 億 | 0.11% | −17,067−0.6% | 減碼 |
| Legal & General Group Plc | 2,908,537 | $4.75 億 | 0.14% | −169,832−5.5% | 減碼 |
| Dimensional Fund Advisors LP | 3,532,003 | $5.77 億 | 0.16% | −170,731−4.6% | 減碼 |
| UBS Group AG | 3,767,317 | $6.15 億 | 0.20% | +668,151+21.6% | 加碼 |
| JPMorgan Chase & Co | 4,088,848 | $6.68 億 | 0.06% | +1,132,716+38.3% | 加碼 |
| Norges Bank | 4,208,950 | $6.87 億 | 0.11% | +7,095+0.2% | 加碼 |
| Invesco Ltd. | 4,301,368 | $7.03 億 | 0.15% | −1,130,787−20.8% | 減碼 |
| Northern Trust Corp | 4,373,607 | $7.14 億 | 0.12% | −243,942−5.3% | 減碼 |
| Bank of America Corp | 5,294,472 | $8.65 億 | 0.09% | +106,437+2.1% | 加碼 |
| Boston Partners | 5,453,892 | $8.89 億 | 1.06% | +1,595,722+41.4% | 加碼 |
| FMR LLC | 5,774,985 | $9.43 億 | 0.06% | +721,784+14.3% | 加碼 |
| Morgan Stanley | 6,796,450 | $11.1 億 | 0.09% | −242,829−3.4% | 減碼 |
| Barclays PLC | 7,150,133 | $11.7 億 | 0.53% | −3,517,576−33.0% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 7,533,473 | $12.3 億 | 1.99% | +629,224+9.1% | 加碼 |
| Bank of New York Mellon Corp | 8,019,795 | $13.1 億 | 0.25% | +2,209,043+38.0% | 加碼 |
| Geode Capital Management, LLC | 10,003,972 | $16.3 億 | 0.15% | +178,321+1.8% | 加碼 |
| Wellington Management Group LLP | 14,144,978 | $23.1 億 | 0.41% | +3,241,848+29.7% | 加碼 |
| Wells Fargo & Company | 16,784,293 | $27.4 億 | 0.72% | −164,603−1.0% | 減碼 |
| State Street Corp | 27,894,901 | $45.6 億 | 0.20% | −1,463,153−5.0% | 減碼 |
| BlackRock Inc. | 34,113,974 | $55.7 億 | 0.13% | −882,868−2.5% | 減碼 |
| Vanguard Group Inc | 41,271,077 | $67.4 億 | 0.13% | +1,578,669+4.0% | 加碼 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −519,224−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −349,114−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −297,441−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −229,017−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −70,122−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −68,939−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −57,333−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −51,505−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −46,740−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −32,151−100.0% | 清倉 |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −27,922−100.0% | 清倉 |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −26,585−100.0% | 清倉 |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −24,087−100.0% | 清倉 |
| Cheviot Value Management, LLC | 0 | $0 | 0.00% | −20,481−100.0% | 清倉 |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Retireful, LLC | 0 | $0 | 0.00% | −16,910−100.0% | 清倉 |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −15,222−100.0% | 清倉 |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −12,379−100.0% | 清倉 |
| 17 Capital Partners, LLC | 0 | $0 | 0.00% | −11,915−100.0% | 清倉 |
| FJ Investments, LLC | 0 | $0 | 0.00% | −11,534−100.0% | 清倉 |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −10,874−100.0% | 清倉 |