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Phillips 66
PSX

Overview Fund Activity

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$309M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$236M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$146M
5
Wells Fargo
Wells Fargo
California
+$116M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
2
JHIU
Janus Henderson Investors US
Colorado
-$126M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$101M
5
TCIM
TIAA CREF Investment Management
New York
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
526
First Citizens Bank & Trust
North Carolina
$1.18M +$1.18M +14,982 New
LCM
527
Leisure Capital Management
California
$1.17M +$92.2K +1,173 +9%
WF
528
Welch & Forbes
Massachusetts
$1.17M -$40.3K -513 -3%
CHC
529
City Holding Co
West Virginia
$1.17M -$17.8K -226 -2%
AAIM
530
American Assets Investment Management
California
$1.16M – – –
VKH
531
Virtu KCG Holdings
New York
$1.14M -$21.8K -277 -2%
GJIC
532
Gamble Jones Investment Counsel
California
$1.13M +$23.5K +299 +2%
Thrivent Financial for Lutherans
533
Thrivent Financial for Lutherans
Minnesota
$1.11M +$15.7K +200 +1%
Jones Financial Companies
534
Jones Financial Companies
Missouri
$1.1M -$190K -2,422 -15%
SACTSONJ
535
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.1M – – –
SIMM
536
Stillwater Investment Management (Minnesota)
Minnesota
$1.1M +$6.44K +82 +0.6%
WJA
537
Williams Jones & Associates
New York
$1.09M -$23.6K -300 -2%
BFA
538
Bragg Financial Advisors
North Carolina
$1.09M +$24.5K +312 +2%
TI
539
Trexquant Investment
Connecticut
$1.08M -$620K -7,900 -37%
ACM
540
Argyle Capital Management
Pennsylvania
$1.07M -$17K -216 -2%
FNBTCON
541
First National Bank & Trust Co of Newtown
Pennsylvania
$1.06M – – –
SPC
542
Sigma Planning Corp
Michigan
$1.06M -$59.7K -760 -5%
Toronto Dominion Bank
543
Toronto Dominion Bank
Ontario, Canada
$1.06M -$484K -6,153 -31%
RIA
544
Regal Investment Advisors
Michigan
$1.05M -$151K -1,927 -13%
WRM
545
Westport Resources Management
Connecticut
$1.05M -$36.3K -462 -3%
CAM
546
Columbia Asset Management
Michigan
$1.05M +$191K +2,425 +22%
AMIM
547
Aull & Monroe Investment Management
Alabama
$1.03M -$11.8K -150 -1%
BBI
548
Baxter Bros Inc
Connecticut
$1.03M -$157 -2 -0%
BFO
549
Boston Family Office
Massachusetts
$1.03M +$5.89K +75 +0.6%
ATC
550
Adirondack Trust Company
New York
$1M -$9.2K -117 -0.9%
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