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Phillips 66
PSX

Overview Fund Activity

933 hedge funds and large institutions have $24.8B invested in Phillips 66 in 2013 Q2 according to their latest regulatory filings, with 933 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
933
Holders Change
+933
Holders Change %
–
% of All Funds
30.46%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
%
% of All Funds
0.56%
New
933
Increased
–
Reduced
–
Closed
–
Calls
$534M
Puts
$235M
Net Calls
+$299M
Net Calls Change
+$299M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.7B
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$1.6B
3
State Street
3
State Street
Massachusetts
$1.54B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.05B
5
BIT
5
BlackRock Institutional Trust
California
$968M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
601
LS Investment Advisors
Michigan
$605K 10,267 +10,267 New
BCM
602
Bluefin Capital Management
New York
$600K 10,167 +10,167 New
AHC
603
Adell Harriman & Carpenter
Texas
$600K 10,180 +10,180 New
VanEck Associates
604
VanEck Associates
New York
$595K 10,105 +10,105 New
SCM
605
Southport Capital Management
Tennessee
$595K 10,105 +10,105 New
RT
606
Reliance Trust
Georgia
$595K 10,111 +10,111 New
CI
607
Constellation Investments
Ohio
$586K 9,950 +9,950 New
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$585K 9,923 +9,923 New
BBHC
609
Brown Brothers Harriman & Co
New York
$584K 9,920 +9,920 New
Verition Fund Management
610
Verition Fund Management
Connecticut
$583K 9,892 +9,892 New
BRWA
611
B. Riley Wealth Advisors
Florida
$583K 9,897 +9,897 New
AAM
612
AR Asset Management
California
$580K 9,850 +9,850 New
PAM
613
Palisade Asset Management
Minnesota
$571K 9,689 +9,689 New
MYAM
614
Meiji Yasuda Asset Management
Japan
$569K 9,634 +9,634 New
CCFCSB
615
Cape Cod Five Cents Savings Bank
Massachusetts
$563K 9,557 +9,557 New
NRS
616
Neville Rodie & Shaw
New York
$558K 9,467 +9,467 New
LIC
617
Lodestar Investment Counsel
Illinois
$556K 9,430 +9,430 New
IRS
618
Invictus RG (Singapore)
Singapore
$552K 9,377 +9,377 New
WT
619
Whittier Trust
California
$551K 9,360 +9,360 New
FTIOP
620
Fiduciary Trust International of Pennsylvania
Pennsylvania
$548K 9,307 +9,307 New
MMCM
621
Marque Millennium Capital Management
New York
$548K 9,308 +9,308 New
AW
622
Alpha Windward
Massachusetts
$547K 9,280 +9,280 New
FFBTD
623
First Financial Bank - Trust Division
Ohio
$547K 9,282 +9,282 New
TAM
624
Tocqueville Asset Management
New York
$543K 9,218 +9,218 New
HSA
625
HBK Sorce Advisory
Pennsylvania
$542K 9,200 +9,200 New
23 24
25
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