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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 %
FFBTD
776
First Financial Bank - Trust Division
Ohio
$357K -$29.6K -367 -8%
AB
777
AT Bancorp
Iowa
$357K -$14.2K -176 -4%
PAM
778
Private Asset Management
California
$357K +$403 +5 +0.1%
RC
779
Roundview Capital
New Jersey
$355K – – –
Millennium Management
780
Millennium Management
New York
$354K -$20.6M -256,094 -98%
WJA
781
Williams Jones & Associates
New York
$352K -$764K -9,488 -68%
TIA
782
Tiemann Investment Advisors
California
$344K +$26.2K +325 +8%
SCA
783
Secor Capital Advisors
New York
$343K -$1.05M -13,001 -75%
LCM
784
LVM Capital Management
Michigan
$342K – – –
SFT
785
Simmons First Trust
Arkansas
$341K -$11.1K -138 -3%
LBC
786
Lowe Brockenbrough & Co
Virginia
$339K – – –
WEC
787
Winslow Evans & Crocker
Massachusetts
$339K – – –
RGC
788
Roberts, Glore & Co
Illinois
$338K – – –
EM
789
Excalibur Management
Massachusetts
$336K -$966 -12 -0.3%
PGFC
790
Peapack-Gladstone Financial Corp
New Jersey
$336K -$81.7K -1,014 -20%
BWP
791
Baldwin Wealth Partners
Massachusetts
$332K – – –
IH
792
IFC Holdings
Florida
$332K +$22.1K +277 +7%
FMT
793
First Mercantile Trust
Tennessee
$330K – – –
FWP
794
FAS Wealth Partners
Kansas
$328K +$81 +1 +0%
PFSC
795
Peoples Financial Services Corp
Pennsylvania
$327K – – –
BIM
796
Baldwin Investment Management
Pennsylvania
$326K – – –
HIM
797
Hillsdale Investment Management
Ontario, Canada
$323K – – –
LH
798
Lebenthal Holdings
New York
$318K -$8.79K -109 -3%
FMWA
799
Forvis Mazars Wealth Advisors
Missouri
$317K -$31.6K -393 -9%
SG
800
Somerset Group
Minnesota
$314K -$33.8K -420 -10%
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