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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 %
NCM
801
Novare Capital Management
North Carolina
$220K 3,732 +3,732 New
SI
802
Sprott Inc
Ontario, Canada
$218K 3,700 +3,700 New
TT
803
Tower Trust
Indiana
$216K 3,658 +3,658 New
TC
804
TradeLink Capital
Illinois
$215K 3,600 +3,600 New
Envestnet Asset Management
805
Envestnet Asset Management
Illinois
$214K 3,633 +3,633 New
BIM
806
Baldwin Investment Management
Pennsylvania
$209K 3,550 +3,550 New
IH
807
IFC Holdings
Florida
$206K 3,451 +3,451 New
SCA
808
STALEY CAPITAL ADVISERS
Pennsylvania
$206K 3,500 +3,500 New
MIP
809
Marietta Investment Partners
Wisconsin
$205K 3,483 +3,483 New
HCM
810
Hodges Capital Management
Texas
$205K 3,484 +3,484 New
HPBT
811
High Point Bank & Trust
North Carolina
$204K 3,458 +3,458 New
HT
812
HighTower Trust
Texas
$204K 3,462 +3,462 New
FCH
813
Freestone Capital Holdings
Washington
$202K 3,430 +3,430 New
PI
814
PineBridge Investments
New York
$202K 3,431 +3,431 New
BBA
815
BLB&B Advisors
Pennsylvania
$202K 3,436 +3,436 New
KIA
816
KCM Investment Advisors
California
$201K 3,416 +3,416 New
WIL
817
Winifred I. Li
$194K 3,294 +3,294 New
BC
818
Bartlett & Co
Ohio
$184K 3,116 +3,116 New
TWA
819
TCI Wealth Advisors
Arizona
$181K 3,074 +3,074 New
SAMC
820
Shinko Asset Management Company
Japan
$180K 3,050 +3,050 New
HR
821
Howe & Rusling
New York
$169K 2,862 +2,862 New
ST
822
Spot Trading
Illinois
$169K 2,872 +2,872 New
BAM
823
Barrett Asset Management
New York
$167K 2,837 +2,837 New
CCM
824
Cazenove Capital Management
United Kingdom
$162K 2,750 +2,750 New
RNS
825
Robert N. Shapiro
$151K 2,563 +2,563 New
31 32
33
34 35