PSX icon

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
1
Berkshire Hathaway
Nebraska
$2.39B
2
GCM
2
Glenview Capital Management
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$368M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$663M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$201M
2
WRF
2
Waddell & Reed Financial
Kansas
$779M
3
State Street
3
State Street
Massachusetts
$2.02B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$792M
5
BIT
5
BlackRock Institutional Trust
California
$1.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
801
Novare Capital Management
North Carolina
$314K +$2.5K +31 +0.8%
SIC
802
SFE Investment Counsel
California
$309K +$309K +3,835 New
GT
803
Greenleaf Trust
Michigan
$309K +$309K +3,841 New
Tudor Investment Corp
804
Tudor Investment Corp
Connecticut
$306K -$1.1M -13,678 -78%
Fuller & Thaler Asset Management
805
Fuller & Thaler Asset Management
California
$306K +$96.6K +1,200 +46%
LGC
806
Laurel Grove Capital
California
$302K -$88.6K -1,100 -23%
PTC
807
Private Trust Company
Ohio
$298K -$49.8K -620 -14%
BDF
808
Balasa Dinverno & Foltz
$296K +$805 +10 +0.3%
CC
809
Cadinha & Co
Hawaii
$296K +$3.46K +43 +1%
LNC
810
Lincoln National Corp
Pennsylvania
$295K +$30.1K +366 +11%
PAIA
811
Park Avenue Institutional Advisers
New York
$295K +$295K +3,665 New
AIM
812
Allen Investment Management
New York
$293K +$25.8K +320 +10%
Two Sigma Advisers
813
Two Sigma Advisers
New York
$293K +$293K +3,631 New
ECM
814
Estabrook Capital Management
New York
$293K – – –
WT
815
Washington Trust
Rhode Island
$289K -$16.2K -201 -5%
WA
816
WFG Advisors
Texas
$288K -$36K -447 -11%
MMPW
817
Mitchell McLeod Pugh & Williams
Alabama
$288K +$48.3K +600 +20%
CFA
818
CT Financial Advisors
Pennsylvania
$284K – – –
WIS
819
Wright Investors Service
Connecticut
$284K +$284K +3,520 New
BAM
820
Berkshire Asset Management
Pennsylvania
$283K -$22.1K -275 -7%
WPW
821
Waldron Private Wealth
Pennsylvania
$283K +$9.07K +113 +3%
CICI
822
Capital Investment Counsel Inc
North Carolina
$282K -$16.3K -203 -5%
SCA
823
STALEY CAPITAL ADVISERS
Pennsylvania
$282K – – –
BFS
824
Bradley Foster & Sargent
Connecticut
$280K – – –
FCCM
825
First City Capital Management
Georgia
$280K +$24K +298 +9%
31 32
33
34 35