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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 %
W
751
Wealthfront
California
$394K +$61.7K +765 +19%
CTA
752
Colonial Trust Advisors
South Carolina
$391K +$16.1K +200 +4%
MMG
753
Monetary Management Group
Missouri
$389K – – –
BBA
754
BLB&B Advisors
Pennsylvania
$388K -$18.7K -232 -5%
CCA
755
Checchi Capital Advisers
California
$387K +$24K +298 +7%
BFC
756
Blue Fin Capital
Rhode Island
$386K – – –
BJL
757
Brighton Jones LLC
Washington
$384K +$2.01K +25 +0.5%
ST
758
Spinnaker Trust
Maine
$382K – – –
ARMC
759
American Research & Management Company
Massachusetts
$382K – – –
AB
760
Atlas Brown
Kentucky
$380K – – –
STMM
761
South Texas Money Management
Texas
$378K +$10.4K +129 +3%
SC
762
Scotia Capital
Ontario, Canada
$377K +$79.4K +1,018 +27%
WA
763
WealthTrust Axiom
Pennsylvania
$376K -$2.01K -25 -0.5%
RBC
764
Ronald Blue & Co
Georgia
$375K +$14K +174 +4%
PAS
765
Partnervest Advisory Services
California
$370K +$1.21K +15 +0.3%
FFC
766
First Financial Corp
Indiana
$369K +$41.9K +521 +13%
AAM
767
Azzad Asset Management
Virginia
$369K -$97.4K -1,209 -21%
FNFDCM
768
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$368K – – –
FSA
769
Franklin Street Advisors
North Carolina
$368K +$64.1K +796 +21%
BTNA
770
Bremer Trust National Association
Minnesota
$368K +$134K +1,657 +57%
BC
771
Barnett & Company
Tennessee
$365K – – –
ZB
772
Zions Bancorporation
Utah
$363K +$149K +1,846 +70%
SFA
773
Sequoia Financial Advisors
Ohio
$362K +$18.6K +231 +5%
MIC
774
MU Investments Company
Japan
$361K -$173K -2,200 -32%
Balyasny Asset Management
775
Balyasny Asset Management
Illinois
$361K +$361K +4,475 New
29 30
31
32 33