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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 %
SC
751
Savant Capital
Illinois
$393K +$1.97K +25 +0.5%
WOC
752
West Oak Capital
California
$390K -$1.97K -25 -0.5%
WI
753
Wedgewood Investors
Pennsylvania
$386K -$19.6K -250 -5%
LGC
754
Laurel Grove Capital
California
$381K -$354K -4,500 -48%
JPTCCM
755
J.P. Turner & Co Capital Management
Georgia
$381K +$23.6K +295 +7%
MMG
756
Monetary Management Group
Missouri
$379K – – –
FFBTD
757
First Financial Bank - Trust Division
Ohio
$377K -$22.2K -282 -6%
BFC
758
Blue Fin Capital
Rhode Island
$377K +$5.11K +65 +1%
FWM
759
Frontier Wealth Management
Missouri
$377K +$51.4K +654 +16%
BJL
760
Brighton Jones LLC
Washington
$373K -$14.2K -180 -4%
ST
761
Spinnaker Trust
Maine
$373K -$4.88K -62 -1%
ARMC
762
American Research & Management Company
Massachusetts
$373K – – –
PCM
763
Pointe Capital Management
Michigan
$372K +$372K +4,732 New
WA
764
WealthTrust Axiom
Pennsylvania
$369K +$13.1K +167 +4%
RB
765
Rodgers Brothers
Pennsylvania
$367K – – –
CTA
766
Colonial Trust Advisors
South Carolina
$366K +$189K +2,397 +106%
RHBC
767
R.H. Bluestein & Co
Michigan
$363K +$363K +4,624 New
AB
768
Atlas Brown
Kentucky
$362K – – –
AB
769
AT Bancorp
Iowa
$362K +$9.82K +125 +3%
FNFDCM
770
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$360K – – –
PAS
771
Partnervest Advisory Services
California
$360K +$33.6K +427 +10%
STMM
772
South Texas Money Management
Texas
$358K +$20.3K +259 +6%
BC
773
Barnett & Company
Tennessee
$356K – – –
CCA
774
Checchi Capital Advisers
California
$354K +$3.46K +44 +1%
EWA
775
EP Wealth Advisors
California
$354K -$15.7K -200 -4%
29 30
31
32 33