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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 %
AFC
826
AFT Forsyth & Company
Florida
$150K 2,541 +2,541 New
Canada Life
827
Canada Life
Manitoba, Canada
$148K 2,516 +2,516 New
NES
828
New England Securities
New York
$147K 2,499 +2,499 New
FCT
829
Family Capital Trust
Massachusetts
$147K 2,500 +2,500 New
BOK
830
Bank of Kentucky
Kentucky
$137K 2,318 +2,318 New
LFR
831
Lehman Financial Resources
Pennsylvania
$137K 2,322 +2,322 New
CAL
832
Capital Analysts LLC
Pennsylvania
$134K 2,280 +2,280 New
MCM
833
Matarin Capital Management
New York
$125K 2,114 +2,114 New
ACM
834
Antonetti Capital Management
Florida
$122K 2,079 +2,079 New
TF
835
Tompkins Financial
New York
$120K 2,036 +2,036 New
FNBSF
836
First National Bank Sioux Falls
South Dakota
$118K 1,999 +1,999 New
SSG
837
Summit Securities Group
New York
$118K 2,000 +2,000 New
Northwestern Mutual Wealth Management
838
Northwestern Mutual Wealth Management
Wisconsin
$118K 2,000 +2,000 New
OWP
839
Obermeyer Wealth Partners
Colorado
$117K 1,978 +1,978 New
EWM
840
Edge Wealth Management
New York
$109K 1,832 +1,832 New
FHB
841
First Hawaiian Bank
Hawaii
$105K 1,779 +1,779 New
VCM
842
Vigilant Capital Management
Maine
$105K 1,787 +1,787 New
DBT
843
Dubuque Bank & Trust
Iowa
$104K 1,762 +1,762 New
M
844
MOTCO
Texas
$100K 1,699 +1,699 New
EFSCE
845
Enterprise Financial Services Corp (EFSC)
Missouri
$99K 1,673 +1,673 New
TCOV
846
Trust Company of Vermont
Vermont
$96K 1,628 +1,628 New
ZTNA
847
Zions Trust National Association
Utah
$93K 1,575 +1,575 New
CFSG
848
Community Financial Services Group
Vermont
$92K 1,550 +1,550 New
WC
849
Whitnell & Co
Illinois
$92K 1,555 +1,555 New
SFS
850
Signator Financial Services
Massachusetts
$88K 1,499 +1,499 New
32 33
34
35 36