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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 %
CWA
751
Constellation Wealth Advisors
New York
$280K 4,743 +4,743 New
SC
752
StellarOne Corp
Virginia
$280K 4,755 +4,755 New
EM
753
Excalibur Management
Massachusetts
$280K 4,756 +4,756 New
CCG
754
Cypress Capital Group
Florida
$277K 4,703 +4,703 New
WA
755
WealthTrust Axiom
Pennsylvania
$277K 4,705 +4,705 New
KFS
756
Kurt F. Somerville
$274K 4,639 +4,639 New
FDS
757
First Dallas Securities
Texas
$271K 4,598 +4,598 New
WMSA
758
Weiss Multi-Strategy Advisers
New York
$271K 4,600 +4,600 New
MCM
759
MAI Capital Management
Ohio
$270K 4,577 +4,577 New
MC
760
Menta Capital
California
$265K 4,500 +4,500 New
LPC
761
Loeb Partners Corp
New York
$263K 4,462 +4,462 New
MAA
762
Mraz Amerine & Associates
California
$263K 4,464 +4,464 New
STIA
763
Stone Toro Investment Advisers
New Jersey
$263K 4,472 +4,472 New
STMM
764
South Texas Money Management
Texas
$259K 4,395 +4,395 New
VC
765
Vestor Capital
Illinois
$256K 4,346 +4,346 New
CTA
766
Colonial Trust Advisors
South Carolina
$255K 4,322 +4,322 New
SC
767
Savant Capital
Illinois
$255K 4,324 +4,324 New
AAIM
768
American Assets Investment Management
California
$253K 4,300 +4,300 New
PJSIMP
769
P.J. Schmidt Investment Management (PJS)
Wisconsin
$253K 4,300 +4,300 New
GGPS
770
Gary Goldberg Planning Services
New York
$252K 4,272 +4,272 New
IC
771
InterOcean Capital
Illinois
$250K 4,240 +4,240 New
FFC
772
First Financial Corp
Indiana
$248K 4,208 +4,208 New
PTC
773
Private Trust Company
Ohio
$247K 4,199 +4,199 New
Tudor Investment Corp
774
Tudor Investment Corp
Connecticut
$247K 4,200 +4,200 New
VCM
775
Violich Capital Management
California
$244K 4,150 +4,150 New
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