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Phillips 66
PSX

Overview Fund Activity

1,084 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 414 increasing their positions, 441 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-10
Holders Change %
-0.91%
% of All Funds
28.97%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.48%
New
55
Increased
414
Reduced
441
Closed
51
Calls
$444M
Puts
$277M
Net Calls
+$167M
Net Calls Change
+$179M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$169M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$154M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$74.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$52.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$52.1M

Top Sellers

1
IAM
Iridian Asset Management
Connecticut
-$213M
2
Boston Partners
Boston Partners
Massachusetts
-$167M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$91.6M
4
Wells Fargo
Wells Fargo
California
-$60.2M
5
RCM
Riverhead Capital Management
Delaware
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFBTD
776
First Financial Bank - Trust Division
Ohio
$360K +$4.67K +58 +1%
YP
777
Yellowstone Partners
Idaho
$360K +$122K +1,509 +51%
HSA
778
HBK Sorce Advisory
Pennsylvania
$358K +$32.3K +401 +10%
PWAG
779
Polaris Wealth Advisory Group
California
$356K -$8.45K -105 -2%
IAMOG
780
Investors Asset Management of Georgia
Georgia
$356K +$14.9K +185 +4%
AB
781
AT Bancorp
Iowa
$355K – – –
WHG
782
Westwood Holdings Group
Texas
$354K -$55.7K -691 -14%
EWA
783
EP Wealth Advisors
California
$354K -$41.7K -518 -11%
JC
784
Jacobs & Co
California
$354K – – –
WEC
785
Winslow Evans & Crocker
Massachusetts
$353K -$8.05K -100 -2%
FNFDCM
786
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$347K – – –
RGC
787
Roberts, Glore & Co
Illinois
$346K +$8.06K +100 +2%
CS
788
Comerica Securities
Michigan
$346K +$11K +137 +3%
WIA
789
Westbourne Investment Advisors
Maryland
$343K -$7.26K -90 -2%
LCM
790
LVM Capital Management
Michigan
$342K – – –
MCM
791
Maryland Capital Management
Maryland
$340K +$64.4K +801 +23%
BWP
792
Baldwin Wealth Partners
Massachusetts
$333K -$162K -2,015 -33%
EM
793
Excalibur Management
Massachusetts
$332K – – –
ECM
794
Estabrook Capital Management
New York
$329K -$1.77K -22 -0.5%
CCMG
795
Clark Capital Management Group
Pennsylvania
$329K -$50.3K -624 -13%
MMPW
796
Mitchell McLeod Pugh & Williams
Alabama
$329K +$16.7K +207 +5%
SAM
797
Summit Asset Management
Tennessee
$328K +$34.3K +425 +12%
PG
798
Patten Group
Tennessee
$327K +$159K +2,010 +95%
BB
799
Bell Bank
North Dakota
$326K -$66.8K -830 -17%
FMLI
800
Fukoku Mutual Life Insurance
Japan
$326K +$24.1K +300 +8%
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