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 4 季 13F 持有人
Phillips 66 在 2024/12/31 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
- 1,782
- 較 2024 年第 3 季 +35 家
- 持有股數
- 3.07 億
- 較 2024 年第 3 季 +558.7 萬 (+1.9%)
- 總市值
- $349.2 億
- 較 2024 年第 3 季 −$47.0 億 (−11.9%)
- 新進機構
- 219
- 另有 619 家加碼
- 清倉機構
- 184
- 另有 644 家減碼
另有 28 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bollard Group LLC | 103,472 | $1,179 萬 | 0.33% | −721−0.7% | 減碼 |
| TCG Advisory Services, LLC | 103,407 | $1,178 萬 | 0.50% | −7,283−6.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 98,351 | $1,121 萬 | 0.04% | +1,993+2.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 96,050 | $1,094 萬 | 0.19% | +6,707+7.5% | 加碼 |
| Corebridge Financial, Inc. | 94,917 | $1,081 萬 | 0.06% | −5,893−5.8% | 減碼 |
| Mattern Capital Management, LLC | 94,376 | $1,075 萬 | 1.40% | +5,510+6.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 94,211 | $1,073 萬 | 0.13% | −206−0.2% | 減碼 |
| State of Tennessee, Treasury Department | 93,846 | $1,069 萬 | 0.04% | −48,193−33.9% | 減碼 |
| CCM Investment Advisers LLC | 93,781 | $1,068 萬 | 1.18% | −11,369−10.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 93,435 | $1,065 萬 | 0.09% | +27,891+42.6% | 加碼 |
| STRS Ohio | 93,419 | $1,064 萬 | 0.04% | −18,408−16.5% | 減碼 |
| Cohen & Steers, Inc. | 91,663 | $1,044 萬 | 0.02% | +26,318+40.3% | 加碼 |
| Verity & Verity, LLC | 90,260 | $1,028 萬 | 0.94% | +22,719+33.6% | 加碼 |
| Czech National Bank | 89,493 | $1,020 萬 | 0.09% | +4,227+5.0% | 加碼 |
| Retirement Systems of Alabama | 89,415 | $1,019 萬 | 0.04% | −2,719−3.0% | 減碼 |
| Avantax Advisory Services, Inc. | 89,283 | $1,017 萬 | 0.06% | −2,543−2.8% | 減碼 |
| Mercer Global Advisors Inc | 88,491 | $1,008 萬 | 0.02% | −25,863−22.6% | 減碼 |
| Macquarie Group Ltd | 104,436 | $1,008 萬 | 0.01% | −218,387−67.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,085 | $1,004 萬 | 0.03% | +2,477+2.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 87,814 | $1,000 萬 | 0.06% | −3,304−3.6% | 減碼 |
| Adell Harriman & Carpenter Inc | 86,146 | $981.5 萬 | 0.68% | −9,810−10.2% | 減碼 |
| Eldred Rock Partners, LLC | 86,011 | $973.1 萬 | 3.34% | +293+0.3% | 加碼 |
| Skba Capital Management LLC | 84,735 | $965.4 萬 | 1.53% | −3,650−4.1% | 減碼 |
| ProShare Advisors LLC | 84,732 | $965.4 萬 | 0.02% | +2,664+3.2% | 加碼 |
| Aquatic Capital Management LLC | 84,393 | $961.5 萬 | 0.26% | +15,693+22.8% | 加碼 |
| Cambria Investment Management, L.P. | 83,715 | $953.8 萬 | 0.58% | +6,840+8.9% | 加碼 |
| Daymark Wealth Partners, LLC | 82,830 | $943.7 萬 | 0.40% | +7,535+10.0% | 加碼 |
| Heritage Investors Management Corp | 82,381 | $938.6 萬 | 0.30% | +682+0.8% | 加碼 |
| Advisory Services Network, LLC | 82,245 | $937.0 萬 | 0.17% | +5,883+7.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 80,400 | $916.0 萬 | 0.07% | −27,700−25.6% | 減碼 |
| British Columbia Investment Management Corp | 80,151 | $913.2 萬 | 0.05% | +9,393+13.3% | 加碼 |
| Kestra Advisory Services, LLC | 79,987 | $911.3 萬 | 0.05% | −6,128−7.1% | 減碼 |
| Amalgamated Bank | 79,201 | $902.3 萬 | 0.07% | −3,222−3.9% | 減碼 |
| Marco Investment Management LLC | 78,982 | $899.8 萬 | 0.78% | +1,060+1.4% | 加碼 |
| GWM Advisors LLC | 78,864 | $898.5 萬 | 0.05% | −5,333−6.3% | 減碼 |
| HITE Hedge Asset Management LLC | 78,194 | $890.9 萬 | 0.65% | +78,194 | 新進 |
| AXA S.A. | 78,146 | $890.3 萬 | 0.03% | +24,983+47.0% | 加碼 |
| WSFS Capital Management, LLC | 77,714 | $885.4 萬 | 0.48% | −1,280−1.6% | 減碼 |
| Simmons Bank | 75,808 | $863.7 萬 | 0.63% | +2,426+3.3% | 加碼 |
| Spirit of America Management Corp | 74,936 | $853.7 萬 | 1.73% | −7,850−9.5% | 減碼 |
| CIBC Asset Management Inc | 72,684 | $828.1 萬 | 0.03% | +851+1.2% | 加碼 |
| Verition Fund Management LLC | 72,014 | $820.5 萬 | 0.04% | +27,534+61.9% | 加碼 |
| Fort Point Capital Partners LLC | 71,640 | $816.2 萬 | 0.91% | −53−0.1% | 減碼 |
| Brown Advisory Inc | 71,437 | $813.9 萬 | 0.01% | −10,562−12.9% | 減碼 |
| Calamos Advisors LLC | 71,143 | $810.5 萬 | 0.04% | 00.0% | 不變 |
| Cerity Partners LLC | 68,582 | $807.5 萬 | 0.02% | +2,752+4.2% | 加碼 |
| Venture Visionary Partners LLC | 70,196 | $799.8 萬 | 0.34% | +2,314+3.4% | 加碼 |
| La Banque Postale Asset Management SA | 68,923 | $785.2 萬 | 0.11% | +47,242+217.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 68,910 | $785.1 萬 | 0.03% | −257−0.4% | 減碼 |
| Daiwa Securities Group Inc. | 68,752 | $783.3 萬 | 0.03% | +6,492+10.4% | 加碼 |
| Utah Retirement Systems | 68,367 | $778.9 萬 | 0.09% | −800−1.2% | 減碼 |
| Visionary Wealth Advisors | 68,322 | $778.4 萬 | 0.46% | +806+1.2% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 67,253 | $766.2 萬 | 0.10% | −4,030−5.7% | 減碼 |
| Viking Fund Management LLC | 67,000 | $763.3 萬 | 1.19% | +32,000+91.4% | 加碼 |
| Osborne Partners Capital Management, LLC | 66,518 | $757.8 萬 | 0.44% | +1,026+1.6% | 加碼 |
| Guggenheim Capital LLC | 66,323 | $755.6 萬 | 0.06% | −1,158−1.7% | 減碼 |
| Alaska Permanent Fund Corp | 65,636 | $747.8 萬 | 0.11% | 00.0% | 不變 |
| Congress Wealth Management LLC | 65,443 | $745.6 萬 | 0.10% | +3,092+5.0% | 加碼 |
| CIBC World Markets Corp | 65,428 | $745.4 萬 | 0.04% | +8,271+14.5% | 加碼 |
| Foundation Resource Management Inc | 64,915 | $739.6 萬 | 1.24% | −567−0.9% | 減碼 |
| AlTi Global, Inc. | 62,826 | $735.6 萬 | 0.18% | +59,971+2,100.6% | 加碼 |
| Cypress Capital Group | 64,535 | $735.2 萬 | 0.90% | −765−1.2% | 減碼 |
| Advisors Asset Management, Inc. | 63,346 | $721.7 萬 | 0.13% | −9,633−13.2% | 減碼 |
| RPG Investment Advisory, LLC | 63,202 | $720.1 萬 | 0.97% | −3,960−5.9% | 減碼 |
| D.A. Davidson & Co. | 63,198 | $720.0 萬 | 0.06% | +1,255+2.0% | 加碼 |
| IFM Investors Pty Ltd | 62,855 | $716.1 萬 | 0.07% | −9,006−12.5% | 減碼 |
| Yousif Capital Management, LLC | 60,946 | $694.4 萬 | 0.08% | −883−1.4% | 減碼 |
| Federated Hermes, Inc. | 60,283 | $686.8 萬 | 0.02% | −8,226−12.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 59,922 | $682.7 萬 | 0.07% | +59,922 | 新進 |
| Advisors Capital Management, LLC | 59,431 | $677.1 萬 | 0.11% | +2,019+3.5% | 加碼 |
| Xponance, Inc. | 58,630 | $668.0 萬 | 0.06% | −415−0.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 56,856 | $647.8 萬 | 0.03% | −917,707−94.2% | 減碼 |
| Alley Investment Management Company, LLC | 55,976 | $637.7 萬 | 0.81% | +3,083+5.8% | 加碼 |
| Pathstone Holdings, LLC | 55,655 | $634.9 萬 | 0.03% | +1,793+3.3% | 加碼 |
| New York Life Investment Management LLC | 55,480 | $632.1 萬 | 0.06% | −296−0.5% | 減碼 |
| Hamilton Capital Partners Inc. | 55,468 | $631.9 萬 | 0.47% | +11,167+25.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 55,458 | $631.8 萬 | 0.02% | −8,347−13.1% | 減碼 |
| Commerce Bank | 55,342 | $630.5 萬 | 0.04% | −211−0.4% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 54,520 | $621.1 萬 | 1.26% | −184−0.3% | 減碼 |
| Leavell Investment Management, Inc. | 54,226 | $617.8 萬 | 0.30% | −6,214−10.3% | 減碼 |
| Schroder Investment Management Group | 54,505 | $610.4 萬 | 0.01% | −139,861−72.0% | 減碼 |
| Navellier & Associates Inc | 52,830 | $601.9 萬 | 0.72% | +5,071+10.6% | 加碼 |
| Brick & Kyle, Associates | 52,683 | $600.2 萬 | 2.55% | −289−0.5% | 減碼 |
| Kornitzer Capital Management Inc | 51,676 | $588.7 萬 | 0.12% | −540−1.0% | 減碼 |
| Illinois Municipal Retirement Fund | 51,617 | $588.1 萬 | 0.08% | −35,072−40.5% | 減碼 |
| Disciplined Investments, LLC | 51,474 | $586.4 萬 | 2.89% | −297−0.6% | 減碼 |
| Telos Capital Management, Inc. | 51,111 | $582.3 萬 | 0.62% | +855+1.7% | 加碼 |
| Texas Yale Capital Corp. | 51,023 | $581.3 萬 | 0.23% | +210+0.4% | 加碼 |
| Royal Fund Management, LLC | 50,381 | $578.5 萬 | 0.63% | −57,139−53.1% | 減碼 |
| Nissay Asset Management Corp | 51,320 | $577.8 萬 | 0.04% | −1,283−2.4% | 減碼 |
| Two Sigma Advisers, LP | 50,700 | $577.6 萬 | 0.01% | +50,700 | 新進 |
| Dakota Wealth Management | 50,486 | $575.2 萬 | 0.13% | −2,302−4.4% | 減碼 |
| RBF Capital, LLC | 50,000 | $569.6 萬 | 0.30% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 49,469 | $563.6 萬 | 0.06% | −2,067−4.0% | 減碼 |
| Rodgers Brothers Inc. | 49,413 | $563.0 萬 | 0.73% | +1,400+2.9% | 加碼 |
| NewSquare Capital LLC | 50,037 | $562.6 萬 | 0.45% | +214+0.4% | 加碼 |
| Arkadios Wealth Advisors | 48,900 | $557.1 萬 | 0.30% | +6,071+14.2% | 加碼 |
| Wesbanco Bank Inc | 48,849 | $556.5 萬 | 0.19% | +190.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,297 | $550.2 萬 | 0.06% | +3,915+8.8% | 加碼 |
| Scissortail Wealth Management, LLC | 48,289 | $550.2 萬 | 1.41% | +48,269+241,345.0% | 加碼 |