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 2 季 13F 持有人
Phillips 66 在 2024/6/30 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
- 1,786
- 較 2024 年第 1 季 −68 家
- 持有股數
- 3.13 億
- 較 2024 年第 1 季 −673.1 萬 (−2.1%)
- 總市值
- $442.0 億
- 較 2024 年第 1 季 −$78.4 億 (−15.1%)
- 新進機構
- 111
- 另有 644 家加碼
- 清倉機構
- 179
- 另有 696 家減碼
另有 24 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 51,564 | $727.9 萬 | 0.05% | −101−0.2% | 減碼 |
| Disciplined Investments, LLC | 51,678 | $729.5 萬 | 3.88% | −20.0% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 51,738 | $730.4 萬 | 1.58% | +1,530+3.0% | 加碼 |
| Alley Investment Management Company, LLC | 51,995 | $734.0 萬 | 1.00% | −9,114−14.9% | 減碼 |
| Kornitzer Capital Management Inc | 52,025 | $734.4 萬 | 0.14% | −425−0.8% | 減碼 |
| Mutual of America Capital Management LLC | 53,465 | $754.8 萬 | 0.08% | −2,912−5.2% | 減碼 |
| Brick & Kyle, Associates | 54,160 | $764.6 萬 | 3.16% | +1,598+3.0% | 加碼 |
| FIL Ltd | 54,403 | $768.0 萬 | 0.01% | +7,262+15.4% | 加碼 |
| Commerce Bank | 54,679 | $771.9 萬 | 0.05% | −731−1.3% | 減碼 |
| Daiwa Securities Group Inc. | 55,025 | $776.8 萬 | 0.04% | +2,689+5.1% | 加碼 |
| Cresset Asset Management, LLC | 55,893 | $789.0 萬 | 0.03% | +8,354+17.6% | 加碼 |
| Advisors Capital Management, LLC | 56,149 | $792.7 萬 | 0.14% | +625+1.1% | 加碼 |
| AXA S.A. | 56,263 | $794.3 萬 | 0.02% | −19,317−25.6% | 減碼 |
| AMJ Financial Wealth Management | 57,176 | $807.2 萬 | 2.51% | −176−0.3% | 減碼 |
| Brown Advisory Inc | 57,623 | $813.5 萬 | 0.01% | +1,706+3.1% | 加碼 |
| Leavell Investment Management, Inc. | 57,715 | $814.8 萬 | 0.45% | +3,100+5.7% | 加碼 |
| New York Life Investment Management LLC | 58,346 | $823.7 萬 | 0.08% | −503−0.9% | 減碼 |
| Xponance, Inc. | 58,652 | $828.0 萬 | 0.08% | −2,474−4.0% | 減碼 |
| Steel Peak Wealth Management LLC | 59,510 | $840.1 萬 | 0.40% | +56,284+1,744.7% | 加碼 |
| Cerity Partners LLC | 60,575 | $855.1 萬 | 0.02% | −12,720−17.4% | 減碼 |
| Visionary Wealth Advisors | 60,857 | $859.1 萬 | 0.56% | +1,592+2.7% | 加碼 |
| DT Investment Partners, LLC | 60,904 | $859.8 萬 | 0.76% | 00.0% | 不變 |
| Congress Wealth Management LLC | 61,650 | $870.3 萬 | 0.14% | −5,108−7.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 64,553 | $877.6 萬 | 0.02% | −661−1.0% | 減碼 |
| First American Trust, FSB | 62,491 | $882.2 萬 | 0.88% | +2,930+4.9% | 加碼 |
| Yousif Capital Management, LLC | 62,869 | $887.5 萬 | 0.10% | −2,559−3.9% | 減碼 |
| Pathstone Holdings, LLC | 63,212 | $892.4 萬 | 0.04% | +9,726+18.2% | 加碼 |
| Cypress Capital Group | 64,703 | $913.4 萬 | 1.09% | −215−0.3% | 減碼 |
| Bryn Mawr Trust Co | 64,977 | $917.3 萬 | 0.35% | 00.0% | 不變 |
| Morgan Dempsey Capital Management LLC | 64,997 | $917.6 萬 | 3.06% | −15,976−19.7% | 減碼 |
| Verity & Verity, LLC | 65,125 | $919.4 萬 | 1.00% | +2,027+3.2% | 加碼 |
| RPG Investment Advisory, LLC | 65,379 | $923.0 萬 | 1.36% | +437+0.7% | 加碼 |
| Foundation Resource Management Inc | 65,662 | $927.0 萬 | 1.48% | −550−0.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 65,963 | $931.2 萬 | 0.10% | −5,109−7.2% | 減碼 |
| Osborne Partners Capital Management, LLC | 65,991 | $931.6 萬 | 0.56% | −1,576−2.3% | 減碼 |
| Alaska Permanent Fund Corp | 65,636 | $954.9 萬 | 0.14% | −12,410−15.9% | 減碼 |
| CIBC Asset Management Inc | 67,687 | $955.5 萬 | 0.03% | −5,773−7.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 68,473 | $964.7 萬 | 0.42% | +63,730+1,343.7% | 加碼 |
| Utah Retirement Systems | 69,867 | $986.3 萬 | 0.12% | −6,400−8.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 70,540 | $995.8 萬 | 0.19% | −12,472−15.0% | 減碼 |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $1,006 萬 | 0.13% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 71,609 | $1,011 萬 | 1.30% | −50.0% | 減碼 |
| Bank of Nova Scotia | 71,775 | $1,013 萬 | 0.02% | +11,243+18.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 72,226 | $1,020 萬 | 0.03% | +13,418+22.8% | 加碼 |
| Calamos Advisors LLC | 72,889 | $1,029 萬 | 0.05% | −2,661−3.5% | 減碼 |
| Simmons Bank | 73,053 | $1,031 萬 | 0.78% | −529−0.7% | 減碼 |
| Venture Visionary Partners LLC | 73,072 | $1,032 萬 | 0.48% | +2,999+4.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 73,716 | $1,041 萬 | 0.04% | −7,422−9.1% | 減碼 |
| Public Sector Pension Investment Board | 73,788 | $1,042 萬 | 0.07% | +2,283+3.2% | 加碼 |
| Daymark Wealth Partners, LLC | 74,418 | $1,051 萬 | 0.48% | +816+1.1% | 加碼 |
| State of Alaska, Department of Revenue | 74,568 | $1,053 萬 | 0.12% | +960+1.3% | 加碼 |
| Pacific Heights Asset Management LLC | 75,000 | $1,059 萬 | 0.83% | 00.0% | 不變 |
| D.A. Davidson & Co. | 75,336 | $1,064 萬 | 0.09% | +3,456+4.8% | 加碼 |
| Marco Investment Management LLC | 76,120 | $1,075 萬 | 0.99% | +959+1.3% | 加碼 |
| Advisory Services Network, LLC | 76,362 | $1,078 萬 | 0.22% | −874−1.1% | 減碼 |
| Martingale Asset Management L P | 77,054 | $1,088 萬 | 0.24% | −33,480−30.3% | 減碼 |
| Nkcfo LLC | 77,500 | $1,094 萬 | 5.97% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 78,681 | $1,111 萬 | 0.08% | +34,258+77.1% | 加碼 |
| WSFS Capital Management, LLC | 78,804 | $1,112 萬 | 0.61% | −153−0.2% | 減碼 |
| Advisors Asset Management, Inc. | 79,353 | $1,120 萬 | 0.22% | −11,450−12.6% | 減碼 |
| Cambria Investment Management, L.P. | 79,936 | $1,128 萬 | 0.69% | +1,869+2.4% | 加碼 |
| Guggenheim Capital LLC | 80,773 | $1,140 萬 | 0.08% | −5,183−6.0% | 減碼 |
| Czech National Bank | 80,789 | $1,140 萬 | 0.13% | +5,130+6.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,719 | $1,154 萬 | 0.04% | +3,390+4.3% | 加碼 |
| British Columbia Investment Management Corp | 81,954 | $1,157 萬 | 0.07% | +29,260+55.5% | 加碼 |
| Eldred Rock Partners, LLC | 82,256 | $1,161 萬 | 4.85% | +3,347+4.2% | 加碼 |
| Heritage Investors Management Corp | 82,456 | $1,164 萬 | 0.41% | −688−0.8% | 減碼 |
| QRG Capital Management, Inc. | 83,805 | $1,183 萬 | 0.14% | +29,503+54.3% | 加碼 |
| ProShare Advisors LLC | 84,461 | $1,192 萬 | 0.03% | +11,374+15.6% | 加碼 |
| Federated Hermes, Inc. | 85,219 | $1,203 萬 | 0.03% | +32,623+62.0% | 加碼 |
| Navellier & Associates Inc | 85,267 | $1,204 萬 | 1.41% | +2,308+2.8% | 加碼 |
| CIBC World Markets Corp | 85,622 | $1,209 萬 | 0.08% | −10,264−10.7% | 減碼 |
| Amalgamated Bank | 85,916 | $1,213 萬 | 0.10% | −4,104−4.6% | 減碼 |
| Kestra Advisory Services, LLC | 90,647 | $1,227 萬 | 0.07% | +19,082+26.7% | 加碼 |
| IFM Investors Pty Ltd | 87,664 | $1,238 萬 | 0.13% | −1,277−1.4% | 減碼 |
| Skba Capital Management LLC | 88,385 | $1,248 萬 | 2.00% | −1,600−1.8% | 減碼 |
| Macquarie Group Ltd | 88,662 | $1,252 萬 | 0.01% | +1,485+1.7% | 加碼 |
| Mattern Capital Management, LLC | 89,244 | $1,260 萬 | 1.74% | −1,024−1.1% | 減碼 |
| Thrivent Financial for Lutherans | 90,173 | $1,273 萬 | 0.03% | −4,625−4.9% | 減碼 |
| Illinois Municipal Retirement Fund | 90,695 | $1,280 萬 | 0.19% | −17,083−15.9% | 減碼 |
| CCM Investment Advisers LLC | 90,725 | $1,281 萬 | 1.50% | +9,439+11.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,121 | $1,315 萬 | 0.09% | −1,277−1.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 93,376 | $1,318 萬 | 0.26% | −1,953−2.0% | 減碼 |
| Adell Harriman & Carpenter Inc | 93,428 | $1,319 萬 | 1.02% | +3,042+3.4% | 加碼 |
| Retirement Systems of Alabama | 93,518 | $1,320 萬 | 0.05% | −1,388−1.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 94,182 | $1,330 萬 | 0.17% | +16,020+20.5% | 加碼 |
| Credit Agricole S A | 94,835 | $1,339 萬 | 0.08% | +32,768+52.8% | 加碼 |
| Spirit of America Management Corp | 95,336 | $1,346 萬 | 2.73% | −15,950−14.3% | 減碼 |
| Hi-Line Capital Management, LLC | 96,917 | $1,368 萬 | 5.75% | −5,028−4.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 96,942 | $1,369 萬 | 0.02% | −7,523−7.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 97,392 | $1,375 萬 | 0.05% | +14,146+17.0% | 加碼 |
| Squarepoint Ops LLC | 99,596 | $1,406 萬 | 0.05% | +87,935+754.1% | 加碼 |
| Bollard Group LLC | 102,859 | $1,452 萬 | 0.41% | +5,030+5.1% | 加碼 |
| Corebridge Financial, Inc. | 105,064 | $1,483 萬 | 0.08% | +105,064 | 新進 |
| Foundry Partners, LLC | 105,633 | $1,491 萬 | 0.80% | −814−0.8% | 減碼 |
| Thomist Capital Management, LP | 107,400 | $1,497 萬 | 5.45% | +107,400 | 新進 |
| Lawson Kroeker Investment Management Inc | 106,348 | $1,501 萬 | 2.90% | −1,160−1.1% | 減碼 |
| GWM Advisors LLC | 107,264 | $1,514 萬 | 0.11% | +22,382+26.4% | 加碼 |
| Richard C. Young & CO., LTD. | 108,438 | $1,531 萬 | 1.86% | +1,902+1.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 108,481 | $1,531 萬 | 0.16% | −578−0.5% | 減碼 |