Запись по ценной бумаге · архивный квартал
PSX
Phillips 66 · Energy · Oil & Gas Refining & Marketing
163Отслеживаемые держатели
-1Δ держателей
274.47MАкций в держании
$35.41BОтчётная стоимость
+2Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.6% ·
поток акций -0.3% ·
новые чистые позиции 0.0%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 404.06K | $102.41M | n/a | n/a |
| Q2 2026 | 167 | 0 | 250.71M | $42.40B | +5 | −4 |
| Q1 2026 | 169 | +5 | 249.44M | $45.41B | +8 | −4 |
| Q4 2025 | 163 | -1 | 274.47M | $35.41B | +2 | −2 |
| Q3 2025 | 25 | +3 | 176.34M | $23.98B | +3 | −1 |
| Q2 2025 | 20 | -2 | 164.84M | $19.66B | n/a | −2 |
| Q1 2025 | 19 | 0 | 76.77M | $9.47B | n/a | n/a |
| Q4 2024 | 19 | -1 | 59.73M | $6.80B | +1 | −2 |
| Q3 2024 | 19 | +1 | 31.94M | $4.19B | +2 | −1 |
| Q2 2024 | 18 | n/a | 38.79M | $5.47B | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 51.93M | +0.4% | $6.70B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (пассивный) | 30.92M | +2.3% | $3.99B | 0.1% | ▲ Add | 3 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (пассивный) | 23.59M | +0.8% | $3.04B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 4 | Elliott Investment Management ✦ | 19.25M | 0.0% | $2.48B | 17.1% | Held | 7 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 14.15M | n/a | $1.83B | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 6 | Harris Associates (Oakmark) ✦ | 13.98M | +2.5% | $1.80B | 2.3% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (пассивный) | 10.41M | +0.4% | $1.34B | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Bank of New York Mellon Corp | 7.10M | n/a | $916.64M | 0.2% | n/c | 1 | SEC ↗ ×29 |
| 9 | Morgan Stanley ✦ | 6.79M | -1.7% | $876.37M | 0.1% | ▼ Trim | 2 | SEC ↗ ×17 |
| 10 | Norges Bank ✦ (пассивный) | 4.96M | Новый | $640.21M | 0.1% | New | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 4.46M | +21.6% | $576.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | T. Rowe Price ✦ | 4.22M | -22.5% | $545.17M | 0.1% | ▼ Trim | 7 | SEC ↗ ×3 |
| 13 | Charles Schwab Investment… | 3.94M | n/a | $509.01M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 3.87M | n/a | $499.44M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 15 | Northern Trust Corp | 3.72M | n/a | $479.58M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 16 | AQR Capital Management ✦ | 3.26M | +72.3% | $420.99M | 0.2% | ▲ Add | 7 | SEC ↗ ×7 |
| 17 | UBS Group AG | 3.08M | n/a | $397.92M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 18 | Bank Of America Corp /De/ | 2.94M | n/a | $378.84M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 19 | Dimensional Fund Advisors Lp | 2.80M | n/a | $360.88M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 20 | UBS AM, a distinct business unit of… | 2.39M | n/a | $308.46M | 0.1% | n/c | 1 | SEC ↗ ×11 |
| 21 | Amundi | 2.26M | n/a | $292.14M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 22 | Goldman Sachs Group ✦ | 2.22M | -18.9% | $287.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Legal & General Group Plc | 2.06M | n/a | $265.36M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 24 | Hsbc Holdings Plc | 1.72M | n/a | $221.66M | 0.1% | n/c | 1 | SEC ↗ ×40 |
| 25 | Royal Bank Of Canada | 1.60M | n/a | $206.25M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 26 | Raymond James Financial Inc | 1.51M | n/a | $194.67M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 27 | JPMorgan Chase ✦ | 1.49M | -60.0% | $192.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 28 | Neuberger Berman Group LLC | 1.46M | n/a | $187.78M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 29 | Corient Private Wealth LP | 1.45M | n/a | $184.57M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 30 | Boston Partners | 1.38M | n/a | $178.69M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 31 | Holocene Advisors, LP | 1.37M | n/a | $177.26M | 0.4% | n/c | 1 | SEC ↗ |
| 32 | Massachusetts Financial Services Co… | 1.37M | n/a | $177.02M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 33 | Nuveen, LLC | 1.35M | n/a | $173.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Envestnet Asset Management Inc | 1.31M | n/a | $169.08M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 1.27M | -8.4% | $164.27M | 0.1% | ▼ Trim | 7 | SEC ↗ ×2 |
| 36 | Mariner, LLC | 1.18M | n/a | $152.19M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 37 | Swiss National Bank | 1.11M | n/a | $142.89M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Victory Capital Management Inc | 1.06M | n/a | $136.46M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 1.05M | n/a | $135.46M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 40 | Sumitomo Mitsui Trust Group, Inc. | 907.13K | n/a | $117.06M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | LPL Financial LLC | 894.44K | n/a | $115.42M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mitsubishi UFJ Asset Management… | 846.03K | n/a | $110.47M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Rhumbline Advisers | 766.45K | n/a | $98.90M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 751.93K | n/a | $97.03M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 45 | Adage Capital Partners ✦ | 738.80K | +88.0% | $95.33M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 720.13K | n/a | $92.92M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 47 | California Public Employees… | 702.34K | n/a | $90.63M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Truist Financial Corp | 675.08K | n/a | $87.11M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 49 | Bnp Paribas Financial Markets | 659.03K | n/a | $85.04M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Alliancebernstein L.P. | 627.17K | n/a | $80.93M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Canada Pension Plan Investment Board | 619.14K | n/a | $79.89M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | National Pension Service | 614.06K | n/a | $79.24M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Barclays Plc | 598.74K | n/a | $77.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 54 | Russell Investments Group, Ltd. | 575.89K | n/a | $74.33M | 0.1% | n/c | 1 | SEC ↗ ×15 |
| 55 | Focus Partners Wealth | 515.91K | n/a | $67.92M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Ameriprise Financial Inc | 521.25K | n/a | $67.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 57 | Principal Financial Group Inc | 519.38K | n/a | $67.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Fayez Sarofim & Co | 508.26K | n/a | $65.59M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 59 | Alyeska Investment Group, L.P. | 485.57K | n/a | $62.66M | 0.2% | n/c | 1 | SEC ↗ |
| 60 | Prudential Financial Inc | 483.54K | n/a | $62.40M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 61 | California State Teachers… | 482.80K | n/a | $62.30M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Citigroup Inc | 470.19K | n/a | $60.67M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 63 | Stifel Financial Corp | 410.53K | n/a | $52.98M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 64 | Allianz Asset Management GmbH | 404.02K | n/a | $52.13M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 65 | Wellington Management ✦ | 403.65K | +190.3% | $52.09M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 66 | Sei Investments Co | 376.37K | n/a | $48.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | HighTower Advisors, LLC | 369.59K | n/a | $47.69M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Aviva Plc | 366.82K | n/a | $47.33M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | State Board Of Administration Of… | 364.12K | n/a | $46.99M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | National Bank Of Canada /Fi/ | 364.12K | n/a | $46.99M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 71 | Cerity Partners LLC | 356.87K | n/a | $46.05M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 72 | Td Asset Management Inc | 326.32K | n/a | $42.11M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Korea Investment CORP | 313.73K | n/a | $40.48M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Manufacturers Life Insurance… | 305.75K | n/a | $39.47M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Creative Planning | 280.63K | n/a | $36.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 76 | Susquehanna International Group, Llp | 274.37K | n/a | $35.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 77 | Squarepoint Ops LLC | 269.04K | n/a | $34.72M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Quantinno Capital Management LP | 268.15K | n/a | $34.60M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Cibc World Market Inc. | 265.84K | n/a | $34.30M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | State Of Wisconsin Investment Board | 256.11K | n/a | $33.05M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | Millennium Management ✦ | 241.90K | -69.2% | $31.21M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 82 | Cetera Investment Advisers | 237.87K | n/a | $30.69M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Us Bancorp \De\ | 236.35K | n/a | $30.50M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 84 | Universal- Beteiligungs- und… | 227.37K | n/a | $29.43M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Osaic Holdings, Inc. | 215.32K | n/a | $27.82M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 86 | Franklin Resources Inc | 214.85K | n/a | $27.72M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 87 | Pictet Asset Management Holding SA | 214.28K | n/a | $27.65M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Baird Financial Group, Inc. | 212.51K | n/a | $27.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 89 | Commonwealth Equity Services, Llc | 211.92K | n/a | $27.35M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Chevy Chase Trust Holdings, LLC | 207.03K | n/a | $26.71M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 91 | Blair William & Co/Il | 203.07K | n/a | $26.20M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | First Trust Advisors Lp | 198.11K | n/a | $25.56M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Robeco Institutional Asset… | 190.44K | n/a | $24.57M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Mml Investors Services, Llc | 185.13K | n/a | $23.89M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Mitsubishi UFJ Trust & Banking Corp | 183.71K | n/a | $23.71M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 96 | Royal London Asset Management Ltd | 183.17K | n/a | $23.64M | 0.1% | n/c | 1 | SEC ↗ |
| 97 | Asset Management One Co., Ltd. | 180.91K | n/a | $23.26M | 0.1% | n/c | 1 | SEC ↗ |
| 98 | Zurcher Kantonalbank (Zurich… | 172.69K | n/a | $22.28M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | New York State Common Retirement… | 163.50K | n/a | $21.10M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Wealth Enhancement Advisory… | 151.23K | n/a | $20.57M | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $640.21M | 0.1% |
Закрыто
| Renaissance Technologies | $11.83M | составлял 0.0% |
| Arrowstreet Capital | $4.59M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,102 держатели, 309.41M акции, $54.46B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Sep 16
Mandell Brian
Officer · 23.40K акц. · $6.20M
Aug 12
Harbison Richard G
Officer · 52.10K акц. · $11.66M
Aug 11
Mandell Brian
Officer · 30.00K акц. · $6.45M
Aug 10
Mandell Brian
Officer · 3.30K акц. · $706,266
Aug 10
Davis Lisa Ann
Director · 315 акц. · $65,831
Aug 10
Davis Lisa Ann
Director · 200 акц. · $41,673
Aug 10
Davis Lisa Ann
Director · 1.00K акц. · $207,209
Aug 10
Kluppel Ann M
Officer · 2.10K акц. · $442,327
Aug 10
Kluppel Ann M
Officer · 1.97K акц. · $417,004
Aug 10
Kluppel Ann M
Officer · 1.97K акц. · $422,905
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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