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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
$2.39B
2
GCM
Glenview Capital Management
New York
$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$505M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$368M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$663M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$201M
2
WRF
Waddell & Reed Financial
Kansas
$779M
3
State Street
State Street
Massachusetts
$2.02B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$792M
5
BIT
BlackRock Institutional Trust
California
$1.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
651
Clark Capital Management Group
Pennsylvania
$616K +$42.1K +522 +7%
PL
652
Parkwood LLC
Ohio
$615K +$3.39K +42 +0.6%
NG
653
NatWest Group
United Kingdom
$614K -$89.2K -1,107 -13%
ICOA
654
Investment Centers of America
North Dakota
$613K -$142K -1,776 -19%
Pacer Advisors
655
Pacer Advisors
Pennsylvania
$613K – – –
SAM
656
SignalPoint Asset Management
Missouri
$600K – – –
FIM
657
Fruth Investment Management
Texas
$600K +$8.06K +100 +1%
FWM
658
Frontier Wealth Management
Missouri
$599K +$212K +2,634 +55%
MMCM
659
Marque Millennium Capital Management
New York
$597K -$153K -1,900 -20%
SF
660
Synovus Financial
Georgia
$597K +$12K +149 +2%
Luther King Capital Management (LKCM)
661
Luther King Capital Management (LKCM)
Texas
$595K -$10.1K -125 -2%
PWP
662
Private Wealth Partners
California
$592K +$32.2K +400 +6%
PWAG
663
Polaris Wealth Advisory Group
California
$590K +$32.2K +400 +6%
JPTCCM
664
J.P. Turner & Co Capital Management
Georgia
$588K +$205K +2,554 +54%
GWCM
665
Godshalk Welsh Capital Management
Pennsylvania
$586K -$52.4K -650 -8%
WSFS
666
Wilmington Savings Fund Society
Delaware
$586K +$55K +683 +10%
BC
667
Burney Company
Virginia
$585K -$23.9K -297 -4%
GF
668
Goodman Financial
Texas
$583K – – –
LW
669
Linscomb Wealth
Texas
$583K +$15.1K +188 +3%
SMC
670
Smith, Moore & Co
Missouri
$579K +$8.06K +100 +1%
AA
671
Ancora Advisors
Ohio
$576K +$576K +7,150 New
WS
672
Wedbush Securities
California
$572K +$32.2K +400 +6%
GF
673
Gerstein Fisher
New York
$569K +$16.5K +205 +3%
ACM
674
Azimuth Capital Management
Michigan
$563K -$10.3K -128 -2%
HMS
675
Hanseatic Management Services
New Mexico
$562K +$562K +6,970 New
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