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Phillips 66
PSX

Overview Fund Activity

1,069 hedge funds and large institutions have $31.4B invested in Phillips 66 in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 383 increasing their positions, 424 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
28.83%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.65%
New
73
Increased
383
Reduced
424
Closed
55
Calls
$340M
Puts
$415M
Net Calls
-$74.6M
Net Calls Change
-$238M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.79B
2
GCM
Glenview Capital Management
New York
+$112M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.6M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$256M
2
WRF
Waddell & Reed Financial
Kansas
-$125M
3
State Street
State Street
Massachusetts
-$108M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$86.9M
5
BIT
BlackRock Institutional Trust
California
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
326
Lau Associates
Delaware
$3.53M – – –
CCG
327
Cypress Capital Group
Florida
$3.52M +$112K +1,393 +3%
BTS
328
BB&T Securities
Virginia
$3.51M +$192K +2,385 +6%
WIM
329
Wilen Investment Management
Florida
$3.48M -$92K -1,150 -3%
CB
330
Chemical Bank
Michigan
$3.45M +$59.8K +742 +2%
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$3.41M – – –
SBH
332
Segall Bryant & Hamill
Illinois
$3.37M +$8.62K +107 +0.3%
BKA
333
Brick & Kyle Associates
Pennsylvania
$3.34M -$101K -1,250 -3%
TG
334
TCW Group
California
$3.3M -$9.67M -120,080 -75%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$3.3M -$209K -2,589 -6%
TAF
336
Tredje AP-fonden
Sweden
$3.23M +$3.23M +40,071 New
Truist Financial
337
Truist Financial
North Carolina
$3.22M +$41.3K +512 +1%
AAC
338
Asset Advisors Corp
Georgia
$3.21M – – –
Connor, Clark & Lunn Investment Management (CC&L)
339
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.21M +$3.21M +39,800 New
FNBOMD
340
First National Bank of Mount Dora
Florida
$3.2M +$5.72K +71 +0.2%
DAM
341
Doheny Asset Management
California
$3.19M +$83K +1,030 +3%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$3.18M +$24.2K +300 +0.8%
RCG
343
Ruane, Cunniff & Goldfarb
New York
$3.18M – – –
WC
344
Whitney & Co
New York
$3.18M +$20.8K +258 +0.7%
LIM
345
Leavell Investment Management
Alabama
$3.12M -$80.5K -1,000 -3%
FTIOP
346
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.12M +$2.62M +32,569 +533%
PP
347
Paloma Partners
Connecticut
$3.11M +$1.08M +13,463 +54%
DL
348
Delta Lloyd
Netherlands
$3.09M +$1.01M +12,524 +49%
PCM
349
Parsons Capital Management
Rhode Island
$3.08M +$3.08M +38,258 New
ECM
350
ETrade Capital Management
Virginia
$3.08M -$105K -1,303 -3%
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