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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 %
ANTB
626
AMG National Trust Bank
Colorado
$737K -$11.8K -150 -2%
BCP
627
Blue Chip Partners
Michigan
$736K +$173K +2,199 +31%
MMCM
628
Marque Millennium Capital Management
New York
$732K – – –
CC
629
Curian Capital
Colorado
$731K +$144K +1,828 +24%
HDIM
630
Hanson & Doremus Investment Management
Vermont
$729K -$32.9K -419 -4%
SNT
631
Security National Trust
West Virginia
$722K +$9.12K +116 +1%
VDI
632
Vaughan David Investments
Illinois
$721K – – –
Parallax Volatility Advisers
633
Parallax Volatility Advisers
California
$716K -$420K -5,346 -37%
SYBT
634
Stock Yards Bank & Trust
Kentucky
$715K +$6.92K +88 +1%
PAM
635
Palisade Asset Management
Minnesota
$714K +$139K +1,774 +24%
WAM
636
Weatherly Asset Management
California
$697K +$39.1K +498 +6%
BCM
637
Beck Capital Management
Texas
$697K +$697K +8,870 New
MC
638
Moors & Cabot
Massachusetts
$691K +$39.4K +497 +6%
FFSOTS
639
Fiduciary Financial Services of The Southwest
Texas
$687K – – –
NG
640
NatWest Group
United Kingdom
$686K -$71.2K -906 -9%
PL
641
Perpetual Ltd
Australia
$683K – – –
PWAP
642
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$681K +$681K +8,664 New
CI
643
Cowen Inc
New York
$677K +$677K +8,610 New
Dodge & Cox
644
Dodge & Cox
California
$675K – – –
GIA
645
GHP Investment Advisors
Colorado
$667K +$31.5K +400 +5%
CA
646
Cetera Advisors
Colorado
$666K +$214K +2,711 +47%
AP
647
Advisor Partners
California
$661K -$8.17K -104 -1%
BW
648
Bison Wealth
Georgia
$653K +$28.1K +358 +5%
DWT
649
Dorsey & Whitney Trust
South Dakota
$651K – – –
BA
650
Bennicas & Associates
California
$645K -$35.4K -450 -5%
24 25
26
27 28