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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 %
FMBTD
776
First Midwest Bank Trust Division
Illinois
$243K 4,119 +4,119 New
EGA
777
Eagle Global Advisors
Texas
$243K 4,129 +4,129 New
FMT
778
First Mercantile Trust
Tennessee
$242K 4,100 +4,100 New
SFT
779
Simmons First Trust
Arkansas
$242K 4,114 +4,114 New
TYCC
780
Texas Yale Capital Corp
Florida
$241K 4,083 +4,083 New
KIG
781
Kovitz Investment Group
Illinois
$240K 4,077 +4,077 New
BCM
782
BTR Capital Management
California
$239K 4,058 +4,058 New
LCM
783
LVM Capital Management
Michigan
$237K 4,025 +4,025 New
SRC
784
Shufro Rose & Co
New York
$237K 4,028 +4,028 New
SIA
785
Sit Investment Associates
Minnesota
$237K 4,031 +4,031 New
HIM
786
Hillsdale Investment Management
Ontario, Canada
$236K 4,000 +4,000 New
HH
787
Hilltop Holdings
Texas
$234K 3,970 +3,970 New
EIA
788
Edgemoor Investment Advisors
Maryland
$232K 3,930 +3,930 New
NB
789
NBT Bank
New York
$231K 3,917 +3,917 New
ICAS
790
Investors Capital Advisory Services
Massachusetts
$231K 3,924 +3,924 New
IA
791
IndexIQ Advisors
New York
$230K 3,897 +3,897 New
JRP
792
Jasper Ridge Partners
California
$230K 3,910 +3,910 New
IIM
793
Ipswich Investment Management
Massachusetts
$225K 3,820 +3,820 New
AA
794
Apriem Advisors
California
$224K 3,794 +3,794 New
BUB
795
BBVA USA Bancshares
Texas
$223K 3,787 +3,787 New
BFS
796
Bradley Foster & Sargent
Connecticut
$221K 3,748 +3,748 New
CC
797
Curian Capital
Colorado
$221K 3,748 +3,748 New
ST
798
Smithfield Trust
Pennsylvania
$221K 3,754 +3,754 New
BFIM
799
Beese Fulmer Investment Management
Ohio
$221K 3,757 +3,757 New
LI
800
LMCG Investments
Massachusetts
$220K 3,723 +3,723 New
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