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 3 季 13F 持有人
Phillips 66 在 2024/9/30 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
- 1,775
- 較 2024 年第 2 季 +10 家
- 持有股數
- 3.03 億
- 較 2024 年第 2 季 +2,150 萬 (+7.6%)
- 總市值
- $398.4 億
- 較 2024 年第 2 季 +$1.20 億 (+0.3%)
- 新進機構
- 133
- 另有 611 家加碼
- 清倉機構
- 123
- 另有 681 家減碼
另有 22 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 | 2,109 | $535.4 億 |
| 2026 年第 1 季 | 2,132 | $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 | 1,796 | $379.0 億 |
| 2024 年第 4 季 | 1,782 | $349.2 億 |
| 2024 年第 3 季 | 1,775 | $398.4 億 |
| 2024 年第 2 季 | 1,787 | $442.0 億 |
| 2024 年第 1 季 | 1,879 | $522.3 億 |
| 2023 年第 4 季 | 1,793 | $437.3 億 |
| 2023 年第 3 季 | 1,664 | $385.1 億 |
| 2023 年第 2 季 | 1,542 | $308.8 億 |
| 2023 年第 1 季 | 1,573 | $334.1 億 |
| 2022 年第 4 季 | 1,575 | $351.1 億 |
| 2022 年第 3 季 | 1,419 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 100,810 | $1,325 萬 | 0.07% | −4,254−4.0% | 減碼 |
| Varma Mutual Pension Insurance Co | 108,100 | $1,317 萬 | 0.10% | −19,500−15.3% | 減碼 |
| Adams Natural Resources Fund, Inc. | 98,575 | $1,296 萬 | 1.92% | −55,900−36.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 96,358 | $1,267 萬 | 0.04% | −1,034−1.1% | 減碼 |
| Adell Harriman & Carpenter Inc | 95,956 | $1,261 萬 | 0.92% | +2,528+2.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 94,417 | $1,241 萬 | 0.15% | +235+0.2% | 加碼 |
| Man Group plc | 93,671 | $1,231 萬 | 0.03% | +45,591+94.8% | 加碼 |
| Retirement Systems of Alabama | 92,134 | $1,211 萬 | 0.05% | −1,384−1.5% | 減碼 |
| Avantax Advisory Services, Inc. | 91,826 | $1,207 萬 | 0.08% | +13,145+16.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,118 | $1,198 萬 | 0.08% | −2,003−2.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 89,343 | $1,174 萬 | 0.22% | −4,033−4.3% | 減碼 |
| Mattern Capital Management, LLC | 88,866 | $1,168 萬 | 1.47% | −378−0.4% | 減碼 |
| Skba Capital Management LLC | 88,385 | $1,162 萬 | 1.72% | 00.0% | 不變 |
| AQR Capital Management LLC | 88,398 | $1,150 萬 | 0.02% | −284,594−76.3% | 減碼 |
| SG Americas Securities, LLC | 87,095 | $1,145 萬 | 0.04% | +43,352+99.1% | 加碼 |
| Illinois Municipal Retirement Fund | 86,689 | $1,140 萬 | 0.16% | −4,006−4.4% | 減碼 |
| Kestra Advisory Services, LLC | 86,115 | $1,132 萬 | 0.06% | −4,532−5.0% | 減碼 |
| Eldred Rock Partners, LLC | 85,718 | $1,127 萬 | 3.77% | +3,462+4.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,608 | $1,125 萬 | 0.03% | +3,889+4.8% | 加碼 |
| Quadrature Capital Ltd | 85,317 | $1,122 萬 | 0.25% | +85,317 | 新進 |
| Czech National Bank | 85,266 | $1,121 萬 | 0.11% | +4,477+5.5% | 加碼 |
| GWM Advisors LLC | 84,197 | $1,107 萬 | 0.07% | −23,067−21.5% | 減碼 |
| Spirit of America Management Corp | 82,786 | $1,088 萬 | 2.17% | −12,550−13.2% | 減碼 |
| Amalgamated Bank | 82,423 | $1,084 萬 | 0.09% | −3,493−4.1% | 減碼 |
| ProShare Advisors LLC | 82,068 | $1,079 萬 | 0.03% | −2,393−2.8% | 減碼 |
| Advisory Services Network, LLC | 76,362 | $1,078 萬 | 0.22% | 00.0% | 不變 |
| Brown Advisory Inc | 81,999 | $1,078 萬 | 0.01% | +24,376+42.3% | 加碼 |
| Van Eck Associates Corp | 83,278 | $1,075 萬 | 0.01% | +60,355+263.3% | 加碼 |
| Heritage Investors Management Corp | 81,699 | $1,074 萬 | 0.36% | −757−0.9% | 減碼 |
| Trexquant Investment LP | 80,786 | $1,062 萬 | 0.13% | +80,786 | 新進 |
| FORA Capital, LLC | 80,419 | $1,057 萬 | 1.24% | +80,419 | 新進 |
| WSFS Capital Management, LLC | 78,994 | $1,038 萬 | 0.56% | +190+0.2% | 加碼 |
| Marco Investment Management LLC | 77,922 | $1,024 萬 | 0.88% | +1,802+2.4% | 加碼 |
| Cambria Investment Management, L.P. | 76,875 | $1,011 萬 | 0.61% | −3,061−3.8% | 減碼 |
| Martingale Asset Management L P | 76,554 | $1,006 萬 | 0.23% | −500−0.6% | 減碼 |
| Daymark Wealth Partners, LLC | 75,295 | $989.8 萬 | 0.42% | +877+1.2% | 加碼 |
| Pacific Heights Asset Management LLC | 75,000 | $985.9 萬 | 0.73% | 00.0% | 不變 |
| Capital Fund Management S.A. | 74,412 | $978.1 萬 | 0.11% | +61,209+463.6% | 加碼 |
| Simmons Bank | 73,382 | $964.6 萬 | 0.70% | +329+0.5% | 加碼 |
| Public Sector Pension Investment Board | 73,288 | $963.4 萬 | 0.05% | −500−0.7% | 減碼 |
| Advisors Asset Management, Inc. | 72,979 | $959.3 萬 | 0.18% | −6,374−8.0% | 減碼 |
| IFM Investors Pty Ltd | 71,861 | $944.6 萬 | 0.09% | −15,803−18.0% | 減碼 |
| CIBC Asset Management Inc | 71,833 | $944.2 萬 | 0.03% | +4,146+6.1% | 加碼 |
| Fort Point Capital Partners LLC | 71,693 | $942.4 萬 | 1.18% | +84+0.1% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $937.0 萬 | 0.12% | 00.0% | 不變 |
| Calamos Advisors LLC | 71,143 | $935.2 萬 | 0.04% | −1,746−2.4% | 減碼 |
| British Columbia Investment Management Corp | 70,758 | $930.1 萬 | 0.06% | −11,196−13.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 69,167 | $909.2 萬 | 0.03% | −4,549−6.2% | 減碼 |
| Utah Retirement Systems | 69,167 | $909.2 萬 | 0.10% | −700−1.0% | 減碼 |
| Aquatic Capital Management LLC | 68,700 | $903.1 萬 | 0.24% | +66,600+3,171.4% | 加碼 |
| Federated Hermes, Inc. | 68,509 | $900.6 萬 | 0.02% | −16,710−19.6% | 減碼 |
| Venture Visionary Partners LLC | 67,882 | $892.3 萬 | 0.39% | −5,190−7.1% | 減碼 |
| Verity & Verity, LLC | 67,541 | $887.8 萬 | 0.87% | +2,416+3.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 65,544 | $887.6 萬 | 0.08% | −419−0.6% | 減碼 |
| Visionary Wealth Advisors | 67,516 | $887.5 萬 | 0.54% | +6,659+10.9% | 加碼 |
| Guggenheim Capital LLC | 67,481 | $887.0 萬 | 0.06% | −13,292−16.5% | 減碼 |
| RPG Investment Advisory, LLC | 67,162 | $882.8 萬 | 1.26% | +1,783+2.7% | 加碼 |
| Cerity Partners LLC | 65,830 | $865.3 萬 | 0.02% | +5,255+8.7% | 加碼 |
| Alaska Permanent Fund Corp | 65,636 | $862.8 萬 | 0.13% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 65,492 | $860.9 萬 | 0.49% | −499−0.8% | 減碼 |
| Foundation Resource Management Inc | 65,482 | $860.8 萬 | 1.33% | −180−0.3% | 減碼 |
| Cohen & Steers, Inc. | 65,345 | $859.0 萬 | 0.02% | +65,345 | 新進 |
| Cypress Capital Group | 65,300 | $858.4 萬 | 0.96% | +597+0.9% | 加碼 |
| Thrivent Financial for Lutherans | 64,436 | $847.0 萬 | 0.02% | −25,737−28.5% | 減碼 |
| QRG Capital Management, Inc. | 64,110 | $842.7 萬 | 0.09% | −19,695−23.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63,805 | $838.7 萬 | 0.02% | −8,421−11.7% | 減碼 |
| Sowell Financial Services LLC | 63,594 | $835.9 萬 | 0.39% | +47,888+304.9% | 加碼 |
| Congress Wealth Management LLC | 62,351 | $819.6 萬 | 0.11% | +701+1.1% | 加碼 |
| Daiwa Securities Group Inc. | 62,260 | $818.4 萬 | 0.04% | +7,235+13.1% | 加碼 |
| State of Alaska, Department of Revenue | 62,083 | $816.0 萬 | 0.09% | −12,485−16.7% | 減碼 |
| D.A. Davidson & Co. | 61,943 | $814.3 萬 | 0.07% | −13,393−17.8% | 減碼 |
| Yousif Capital Management, LLC | 61,829 | $812.7 萬 | 0.09% | −1,040−1.7% | 減碼 |
| DT Investment Partners, LLC | 60,904 | $800.6 萬 | 0.65% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 60,440 | $794.5 萬 | 0.40% | +2,725+4.7% | 加碼 |
| Xponance, Inc. | 59,045 | $776.1 萬 | 0.07% | +393+0.7% | 加碼 |
| Advisors Capital Management, LLC | 57,412 | $754.7 萬 | 0.12% | +1,263+2.2% | 加碼 |
| CIBC World Markets Corp | 57,157 | $751.3 萬 | 0.05% | −28,465−33.2% | 減碼 |
| New York Life Investment Management LLC | 55,776 | $733.2 萬 | 0.07% | −2,570−4.4% | 減碼 |
| Commerce Bank | 55,553 | $730.2 萬 | 0.04% | +874+1.6% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 54,704 | $719.1 萬 | 1.44% | +2,966+5.7% | 加碼 |
| Pathstone Holdings, LLC | 53,862 | $708.0 萬 | 0.03% | −9,350−14.8% | 減碼 |
| AXA S.A. | 53,163 | $698.8 萬 | 0.02% | −3,100−5.5% | 減碼 |
| Alley Investment Management Company, LLC | 52,893 | $695.3 萬 | 0.88% | +898+1.7% | 加碼 |
| Dakota Wealth Management | 52,788 | $693.9 萬 | 0.16% | −85,240−61.8% | 減碼 |
| Brick & Kyle, Associates | 52,972 | $693.4 萬 | 2.97% | −1,188−2.2% | 減碼 |
| Nissay Asset Management Corp | 52,603 | $691.5 萬 | 0.04% | +1,039+2.0% | 加碼 |
| Kornitzer Capital Management Inc | 52,216 | $686.4 萬 | 0.13% | +191+0.4% | 加碼 |
| Wealthfront Advisers LLC | 51,957 | $683.0 萬 | 0.02% | +939+1.8% | 加碼 |
| Disciplined Investments, LLC | 51,771 | $680.5 萬 | 3.36% | +93+0.2% | 加碼 |
| Mutual of America Capital Management LLC | 51,536 | $677.4 萬 | 0.07% | −1,929−3.6% | 減碼 |
| KBC Group NV | 51,500 | $677.0 萬 | 0.02% | +19,108+59.0% | 加碼 |
| Texas Yale Capital Corp. | 50,813 | $667.9 萬 | 0.29% | +9,200+22.1% | 加碼 |
| Blackstone Group Inc. | 50,357 | $661.9 萬 | 0.03% | −676,308−93.1% | 減碼 |
| Telos Capital Management, Inc. | 50,256 | $660.6 萬 | 0.69% | +2,810+5.9% | 加碼 |
| RBF Capital, LLC | 50,000 | $657.3 萬 | 0.34% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 49,912 | $656.1 萬 | 0.20% | +165+0.3% | 加碼 |
| NewSquare Capital LLC | 49,823 | $646.3 萬 | 0.51% | −611−1.2% | 減碼 |
| Wesbanco Bank Inc | 48,830 | $641.9 萬 | 0.22% | −1,834−3.6% | 減碼 |
| FourThought Financial Partners, LLC | 48,747 | $640.8 萬 | 0.76% | +1,182+2.5% | 加碼 |
| Holocene Advisors, LP | 48,585 | $638.6 萬 | 0.03% | +48,585 | 新進 |