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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 %
BFC
801
Blue Fin Capital
Rhode Island
$322K -$16.1K -200 -5%
ST
802
Spinnaker Trust
Maine
$319K -$9.03K -112 -3%
LDB
803
Lee, Danner & Bass
Tennessee
$318K +$10.1K +125 +3%
WSTAM
804
Wilbanks Smith & Thomas Asset Management
Virginia
$317K -$181K -2,250 -36%
CA
805
CapWealth Advisors
Tennessee
$316K – – –
KA
806
Kovack Advisors
Florida
$316K +$316K +3,922 New
IIM
807
Ipswich Investment Management
Massachusetts
$315K – – –
BFIM
808
Beese Fulmer Investment Management
Ohio
$315K +$8.07K +100 +3%
AUB
809
Atlantic Union Bankshares
Virginia
$313K – – –
TIA
810
Tiemann Investment Advisors
California
$312K – – –
JIC
811
Joel Isaacson & Co
New York
$312K +$161K +2,000 +107%
PBO
812
Peoples Bank (Ohio)
Ohio
$310K +$2.02K +25 +0.7%
BHBT
813
Burke & Herbert Bank & Trust
Virginia
$310K +$71K +879 +30%
AW
814
ACG Wealth
Georgia
$308K +$11.2K +139 +4%
MAM
815
Meeder Asset Management
Ohio
$303K -$1.26M -15,679 -81%
DLA
816
Douglas Lane & Associates
New York
$303K -$3.22K -40 -1%
MA
817
Montag & Associates
Georgia
$303K +$30.7K +381 +11%
PAM
818
Private Asset Management
California
$302K -$4.03K -50 -1%
FTIOP
819
Fiduciary Trust International of Pennsylvania
Pennsylvania
$301K -$473K -5,870 -61%
JG
820
Jefferies Group
New York
$300K -$2.94M -36,394 -91%
SWM
821
Segment Wealth Management
Texas
$299K -$102K -1,270 -25%
MWM
822
Modera Wealth Management
New Jersey
$299K +$299K +3,718 New
OPTFSNA
823
Old Point Trust & Financial Services N A
Virginia
$294K -$4.03K -50 -1%
WA
824
WealthTrust Axiom
Pennsylvania
$294K +$241 +3 +0.1%
Cetera Investment Advisers
825
Cetera Investment Advisers
Illinois
$293K -$58.2K -720 -17%
31 32
33
34 35