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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 2 季與 2024 年第 1 季比較

持有 Phillips 66 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

PSX 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數1,879241,787−68
股數3.21 億116.8 萬3.13 億−673.1 萬 (−2.1%)
市值$522.3 億$1.91 億$442.0 億−$78.4 億 (−15.1%)

24 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(111 家)

2024 年第 2 季季末持有 Phillips 66、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 111 家。

2024 年第 2 季新進 PSX 的機構
機構股數市值佔組合 %
SIR Capital Management, L.P.311,700$4,400 萬4.38%
Qube Research & Technologies Ltd164,116$2,317 萬0.04%
Voloridge Investment Management, LLC146,525$2,068 萬0.08%
Manning & Napier Advisors LLC125,165$1,767 萬0.20%
Sanctuary Advisors, LLC110,131$1,667 萬0.12%
Thomist Capital Management, LP107,400$1,497 萬5.45%
Corebridge Financial, Inc.105,064$1,483 萬0.08%
Aventail Capital Group, LP50,000$705.9 萬0.49%
Mirae Asset Global ETFs Holdings Ltd.48,860$689.8 萬0.02%
Buck Wealth Strategies, LLC48,363$682.7 萬2.02%
Sierra Summit Advisors LLC44,356$626.2 萬1.55%
Fiera Capital Corp41,530$586.3 萬0.02%
Sienna Gestion37,046$522.7 萬0.46%
MUFG Securities EMEA plc34,400$485.6 萬0.22%
Mizuho Securities USA LLC32,684$461.4 萬0.10%
MBB Public Markets I LLC31,698$447.5 萬0.09%
Kerusso Capital Management LLC29,078$410.5 萬2.98%
Aigen Investment Management, LP27,262$384.9 萬0.75%
Y-Intercept (Hong Kong) Ltd26,390$372.5 萬0.20%
M&G Plc25,506$359.6 萬0.02%
Occudo Quantitative Strategies LP24,391$344.3 萬0.61%
Tudor Investment Corp Et Al22,142$312.6 萬0.04%
Cheviot Value Management, LLC21,302$300.7 萬0.59%
Thurston, Springer, Miller, Herd & Titak, Inc.15,667$221.2 萬0.69%
F/M Investments LLC15,621$218.6 萬0.08%
Bridgefront Capital, LLC15,357$216.8 萬0.90%
William B. Walkup & Associates, Inc.15,034$212.2 萬1.39%
CTC Alternative Strategies, Ltd.13,600$192.0 萬0.81%
Two Sigma Securities, LLC10,483$148.0 萬0.07%
Lee Danner & Bass Inc9,426$133.1 萬0.10%
CFS Investment Advisory Services, LLC9,222$130.2 萬0.11%
Cerro Pacific Wealth Advisors LLC8,314$117.4 萬0.45%
Oak Hill Wealth Advisors, LLC8,262$116.6 萬0.35%
Heritage Wealth Management, Inc.7,483$103.6 萬0.35%
Retirement Investment Advisors, Inc.6,687$94.4 萬0.11%
Applied Finance Capital Management, LLC6,621$93.5 萬0.04%
Garrett Wealth Advisory Group, LLC6,184$87.3 萬0.32%
Tradewinds, LLC.6,026$85.1 萬0.26%
Sciencast Management LP5,151$72.7 萬0.25%
Quantitative Investment Management, LLC4,595$64.8 萬0.07%
New Millennium Group LLC3,929$55.5 萬0.36%
XTX Topco Ltd3,786$53.4 萬0.05%
Bridges Investment Management Inc3,668$51.8 萬0.01%
TradeLink Capital LLC3,500$49.4 萬1.43%
Wedgewood Investors Inc3,400$48.0 萬0.57%
Biltmore Wealth Management, LLC3,396$47.9 萬0.21%
Twin Tree Management, LP3,258$46.0 萬0.01%
Legacy Capital Wealth Partners, LLC3,057$43.2 萬0.11%
Bridgewater Associates, LP3,028$42.7 萬0.00%
IFG Advisory, LLC2,756$38.9 萬0.02%
San Luis Wealth Advisors LLC2,563$36.2 萬0.09%
Warwick Investment Management, Inc.2,509$35.4 萬0.08%
SageView Advisory Group, LLC2,389$33.7 萬0.02%
MQS Management LLC2,363$33.4 萬0.20%
Krane Funds Advisors LLC2,268$32.0 萬0.01%
Sustainable Insight Capital Management, LLC2,200$31.1 萬0.16%
Midland Wealth Advisors LLC2,160$30.5 萬0.02%
Asset Advisors Investment Management, LLC2,082$29.4 萬0.03%
Alan B. Lancz & Associates, Inc.2,082$29.4 萬0.29%
New Wave Wealth Advisors LLC2,027$28.6 萬0.15%
Diversify Advisory Services, LLC2,128$28.3 萬0.02%
Custom Index Systems, LLC1,807$25.5 萬0.15%
Signature Estate & Investment Advisors LLC1,766$24.9 萬0.01%
DnB Asset Management AS1,764$24.9 萬0.00%
Sageworth Trust Co1,682$23.7 萬0.01%
Green Harvest Asset Management LLC1,649$23.3 萬0.01%
Modern Wealth Management, LLC1,626$23.0 萬0.02%
Leonteq Securities AG1,590$22.4 萬0.03%
CWS Financial Advisors, LLC1,583$22.3 萬0.09%
Hardin Capital Partners, LLC1,571$22.2 萬0.14%
WealthShield Partners, LLC1,508$21.3 萬0.03%
Cromwell Holdings LLC1,396$19.7 萬0.12%
ORG Partners LLC1,378$19.4 萬0.02%
Kimelman & Baird, LLC625$8.82 萬0.01%
Cypress Capital, LLC450$6.35 萬0.02%
Tacita Capital Inc391$5.52 萬0.04%
Strategic Investment Solutions, Inc.349$5.07 萬0.02%
WFA of San Diego, LLC319$4.50 萬0.04%
Painted Porch Advisors LLC311$4.39 萬0.02%
Financial Network Wealth Advisors LLC283$4.00 萬0.03%
Stephenson National Bank & Trust276$3.90 萬0.01%
Olistico Wealth, LLC274$3.87 萬0.02%
Kings Path Partners LLC272$3.84 萬0.02%
Opal Wealth Advisors, LLC242$3.42 萬0.01%
Bank & Trust Co217$3.06 萬0.03%
Coppell Advisory Solutions LLC211$2.98 萬0.00%
Elequin Capital LP192$2.71 萬0.01%
TruNorth Capital Management, LLC150$2.12 萬0.01%
Fairscale Capital, LLC142$1.98 萬0.02%
Strengthening Families & Communities, LLC131$1.80 萬0.01%
Camelot Portfolios, LLC124$1.75 萬0.01%
Focused Wealth Management, Inc121$1.70 萬0.00%
Creative Capital Management Investments LLC100$1.41 萬0.01%
GFS Advisors, LLC83,331$1.40 萬0.00%
Cyrus J. Lawrence, LLC104$1.40 萬0.00%
Transcendent Capital Group LLC90$1.27 萬0.01%
Trifecta Capital Advisors, LLC71$1.00 萬0.00%
Fairway Wealth LLC67$9,4580.01%
Triad Wealth Partners, LLC65$9,1760.00%
ESL Trust Services, LLC60$8,4700.00%

清倉機構(179 家)

2024 年第 1 季季末持有 Phillips 66、2024 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 179 家。

2024 年第 2 季清倉 PSX 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Merewether Investment Management, LP361,507$5,905 萬
American International Group, Inc.112,535$1,838 萬
Susquehanna Portfolio Strategies, LLC108,627$1,774 萬
Texas Permanent School Fund88,909$1,452 萬
Marshall Wace, LLP63,500$1,037 萬
Genus Capital Management Inc.50,300$821.6 萬
Telemark Asset Management, LLC40,000$653.4 萬
L & S Advisors Inc39,989$653.2 萬
Hartree Partners, LP35,400$578.2 萬
Balyasny Asset Management LLC28,159$459.9 萬
Del-Sette Capital Management, LLC27,741$453.1 萬
Surience Private Wealth LLC24,976$408.0 萬
Westchester Capital Management, LLC24,300$396.9 萬
Lincoln National Corp23,922$390.7 萬
Simplex Trading, LLC23,276$380.1 萬
BCJ Capital Management, LLC22,152$361.8 萬
Duality Advisers, LP22,018$359.6 萬
Grantham, Mayo, Van Otterloo & Co. LLC21,743$355.2 萬
Metropolitan Life Insurance Co17,342$283.3 萬
Cornercap Investment Counsel Inc16,887$275.8 萬
Horizon Investment Services, LLC16,788$274.2 萬
AustralianSuper Pty Ltd16,290$266.1 萬
Ontario Teachers Pension Plan Board15,985$261.1 萬
FDx Advisors, Inc.15,726$256.9 萬
Magnetar Financial LLC15,324$250.3 萬
Alberta Investment Management Corp14,200$231.9 萬
BBR Partners, LLC11,475$187.4 萬
Two Sigma Investments, LP9,500$155.2 萬
Cohen & Steers, Inc.9,241$150.9 萬
USA Financial Portformulas Corp8,429$137.7 萬
Maven Securities LTD8,416$137.5 萬
Meeder Asset Management Inc7,855$128.3 萬
Balentine LLC6,952$113.6 萬
Symmetry Investments LP6,590$107.6 萬
South Dakota Investment Council6,146$100.4 萬
Erste Asset Management GmbH6,200$98.6 萬
Caxton Associates LP5,630$92.0 萬
Eagle Strategies LLC5,519$90.2 萬
Castlekeep Investment Advisors LLC5,464$89.2 萬
Qsemble Capital Management, LP5,399$88.2 萬
EHP Funds Inc.5,300$86.6 萬
SYSTM Wealth Solutions LLC5,130$83.8 萬
Spreng Capital Management, Inc.6,865$82.5 萬
OneAscent Financial Services LLC4,842$79.1 萬
Nwam LLC5,086$74.2 萬
Johnson & White Wealth Management, LLC4,480$73.2 萬
Stevens Capital Management LP4,161$68.0 萬
Vivid Wealth Management, LLC3,828$62.5 萬
Spinnaker Investment Group, LLC3,642$59.5 萬
Kapitalo Investimentos Ltda3,444$56.3 萬
Green Square Capital Advisors LLC3,440$56.2 萬
Private Portfolio Partners LLC3,158$51.6 萬
OneAscent Wealth Management LLC3,155$51.5 萬
AdvisorShares Investments LLC3,100$50.6 萬
Empyrean Capital Partners, LP2,940$48.0 萬
Zega Financial, LLC2,906$47.5 萬
Clark Capital Management Group, Inc.2,819$46.0 萬
Petrus Trust Company, LTA2,786$45.5 萬
iA Global Asset Management Inc.2,566$41.9 萬
Renasant Bank2,504$40.9 萬
Waterway Wealth Management, LLC2,471$40.4 萬
Summit Global Investments2,426$39.6 萬
LaSalle St. Investment Advisors, LLC2,902$39.6 萬
Waterloo Capital, L.P.2,269$37.1 萬
Delta Financial Group, Inc.2,263$37.0 萬
ASB Consultores, LLC2,238$36.6 萬
Gilman Hill Asset Management, LLC2,178$35.6 萬
Pekin Hardy Strauss, Inc.2,166$35.4 萬
First Trust Investment Solutions L.P.2,153$35.2 萬
Mitchell Sinkler & Starr1,974$32.2 萬
Community Bank of Raymore1,962$32.0 萬
Investment Advisory Services Inc1,903$31.1 萬
XR Securities LLC1,903$31.1 萬
Resurgent Financial Advisors LLC1,891$30.9 萬
Cedar Brook Financial Partners, LLC1,891$30.9 萬
LifePlan Financial, LLC1,879$30.7 萬
Auxano Advisors, LLC1,819$29.7 萬
Wolff Financial Management LLC1,815$29.6 萬
Abn Amro Investment Solutions1,811$29.6 萬
Armistice Capital, LLC1,809$29.5 萬
Diametric Capital, LP1,787$29.2 萬
Spring Capital Management, LLC1,705$27.8 萬
Cascade Investment Group, Inc.1,700$27.8 萬
Park National Corp1,685$27.5 萬
Portside Wealth Group, LLC1,685$27.5 萬
CoreCap Advisors, LLC1,654$27.0 萬
Evoke Wealth, LLC1,653$27.0 萬
Aspiriant, LLC1,637$26.7 萬
First Western Trust Bank1,615$26.4 萬
Vicus Capital1,611$26.3 萬
Founders Financial Alliance, LLC1,602$26.2 萬
NBW Capital LLC1,598$26.1 萬
Wambolt & Associates, LLC1,596$26.1 萬
Boothbay Fund Management, LLC1,582$25.8 萬
Radnor Capital Management, LLC1,552$25.4 萬
MJP Associates Inc1,515$24.7 萬
Regatta Capital Group, LLC1,506$24.6 萬
Bard Financial Services, Inc.1,500$24.5 萬
Covenant Asset Management, LLC1,493$24.4 萬
Endowment Wealth Management, Inc.1,490$24.3 萬

尚未申報 2024 年第 2 季的機構(24 家)

2024 年第 1 季季末持有 Phillips 66、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 PSX、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG641,763$1.05 億
InterOcean Capital Group, LLC251,299$4,105 萬
Manning & Napier Group, LLC93,752$1,531 萬
Degroof Petercam Asset Management71,102$1,161 萬
Ziegler Capital Management, LLC17,435$287.8 萬
Van Leeuwen & Company, LLC14,833$242.3 萬
Atlas Private Wealth Management14,171$231.5 萬
Steward Partners Investment Solutions, LLC10,170$166.1 萬
Shell Asset Management Co10,599$149.6 萬
Imprint Wealth LLC9,080$148.3 萬
Retirement Group, LLC5,811$94.9 萬
Connectus Wealth, LLC4,750$77.6 萬
Wilbanks Smith & Thomas Asset Management LLC4,124$67.4 萬
Grey Street Capital, LLC3,820$62.4 萬
KLR Investment Advisors, LLC3,845$60.4 萬
Pflug Koory, LLC2,672$43.6 萬
Cambridge Trust Co2,495$40.8 萬
CWA Asset Management Group, LLC2,314$37.8 萬
Objective Capital Management, LLC1,655$27.0 萬
Highlander Capital Management, LLC1,191$19.5 萬
Lynwood Capital Management Inc.450$7.35 萬
Norwood Financial Corp355$5.80 萬
Credential Qtrade Securities Inc.32$5,226
FSA Wealth Management LLC25$4,125