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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 %
NPF
701
Norris Perne & French
Michigan
$370K 6,292 +6,292 New
FNBT
702
FineMark National Bank & Trust
Florida
$368K 6,241 +6,241 New
ZDA
703
Zweig-DiMenna Associates
New York
$365K 6,197 +6,197 New
MRCM
704
M&R Capital Management
New Jersey
$358K 6,082 +6,082 New
SCM
705
Shelton Capital Management
Colorado
$357K 6,062 +6,062 New
PAM
706
Private Asset Management
California
$355K 6,025 +6,025 New
MMG
707
Monetary Management Group
Missouri
$350K 5,952 +5,952 New
JFGIW
708
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$349K 5,919 +5,919 New
IFB
709
iAB Financial Bank
Indiana
$349K 5,925 +5,925 New
FBC
710
Fairfield, Bush & Co
Connecticut
$348K 5,899 +5,899 New
WSTAM
711
Wilbanks Smith & Thomas Asset Management
Virginia
$348K 5,910 +5,910 New
NL
712
NWAM LLC
Washington
$348K 5,915 +5,915 New
GA
713
Geneva Advisors
Illinois
$345K 5,851 +5,851 New
FNB
714
First Niagara Bank
New York
$342K 5,806 +5,806 New
WCM
715
Westend Capital Management
California
$341K 5,784 +5,784 New
RBA
716
Richard Bernstein Advisors
New York
$335K 5,685 +5,685 New
BAM
717
Berkshire Asset Management
Pennsylvania
$331K 5,627 +5,627 New
TT
718
Tiedemann Trust
Delaware
$327K 5,566 +5,566 New
BWP
719
Baldwin Wealth Partners
Massachusetts
$326K 5,529 +5,529 New
PSI
720
Pinnacle Summer Investments
Virginia
$326K 5,543 +5,543 New
CWM
721
Concert Wealth Management
California
$325K 5,513 +5,513 New
CCM
722
Compton Capital Management
Rhode Island
$325K 5,525 +5,525 New
RB
723
Rodgers Brothers
Pennsylvania
$324K 5,500 +5,500 New
MM
724
Midas Management
New York
$324K 5,500 +5,500 New
EWA
725
EP Wealth Advisors
California
$324K 5,504 +5,504 New
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