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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 %
BA
676
Boston Advisors
Massachusetts
$557K +$39.1K +486 +8%
PCM
677
Pointe Capital Management
Michigan
$557K +$176K +2,181 +46%
CB
678
Community Bank
New York
$550K – – –
MCM
679
MAI Capital Management
Ohio
$544K – – –
Rafferty Asset Management
680
Rafferty Asset Management
New York
$543K +$543K +6,737 New
CWM
681
Concert Wealth Management
California
$540K -$84.2K -1,048 -13%
WTC
682
WhitTier Trust Company
Nevada
$539K -$161 -2 -0%
Fisher Asset Management
683
Fisher Asset Management
Washington
$539K +$10.2K +127 +2%
CBB
684
Citizens Business Bank
California
$536K -$10.1K -125 -2%
CCM
685
Covington Capital Management
California
$536K – – –
CA
686
Cullinan Associates
Kentucky
$533K +$105K +1,300 +24%
CS
687
Comerica Securities
Michigan
$529K -$17.4K -216 -3%
KFA
688
Kelleher Financial Advisors
New York
$529K -$7.48K -93 -1%
SC
689
Searle & Co
Connecticut
$527K – – –
BCM
690
BTR Capital Management
California
$526K -$29.8K -370 -5%
GAM
691
Gotham Asset Management
New York
$523K +$187K +2,327 +56%
CFA
692
Carroll Financial Associates
North Carolina
$520K +$234K +2,907 +82%
WT
693
Whittier Trust
California
$510K -$64.5K -800 -11%
IC
694
InterOcean Capital
Illinois
$510K +$8.78K +109 +2%
1SB
695
1ST Source Bank
Indiana
$505K -$4.99K -62 -1%
ICAS
696
Investors Capital Advisory Services
Massachusetts
$501K +$32.9K +409 +7%
NCM
697
Newgate Capital Management
Connecticut
$496K +$204K +2,536 +70%
CIC
698
Crawford Investment Counsel
Georgia
$489K -$18K -223 -4%
SCM
699
Southport Capital Management
Tennessee
$489K -$161 -2 -0%
TCM
700
Twin Capital Management
Pennsylvania
$489K – – –
26 27
28
29 30