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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 %
RCAG
826
Rehmann Capital Advisory Group
Michigan
$277K -$14.6K -181 -5%
LA
827
LVW Advisors
New York
$277K -$9.99K -124 -3%
MA
828
Montag & Associates
Georgia
$274K -$20.2K -250 -7%
SRAM
829
Stone Ridge Asset Management
New York
$274K +$48.4K +600 +21%
FNT
830
First National Trust
Pennsylvania
$273K +$273K +3,390 New
MIH
831
Madison Investment Holdings
Wisconsin
$271K -$20.1K -250 -7%
HSA
832
HBK Sorce Advisory
Pennsylvania
$271K +$241 +3 +0.1%
DI
833
Diligent Investors
California
$269K -$1.68K -20 -0.6%
DWM
834
Destination Wealth Management
California
$268K +$268K +3,331 New
HCM
835
Howland Capital Management
Massachusetts
$267K -$322 -4 -0.1%
HPBT
836
High Point Bank & Trust
North Carolina
$266K -$11.8K -147 -4%
ATC
837
Argent Trust Co
Tennessee
$265K +$11.5K +143 +5%
NSAM
838
North Star Asset Management
Wisconsin
$264K -$4.03K -50 -2%
PFBT
839
Parkside Financial Bank & Trust
Missouri
$264K +$161 +2 +0.1%
ED
840
Exane Derivatives
France
$263K +$50.5K +627 +24%
NL
841
NWAM LLC
Washington
$262K -$14.8K -170 -5%
IA
842
IndexIQ Advisors
New York
$262K +$17.7K +220 +7%
ASN
843
Advisory Services Network
Georgia
$261K -$189K -2,333 -42%
CPO
844
Cerity Partners OCIO
New York
$261K +$1.21K +15 +0.5%
WTB
845
Washington Trust Bank
Washington
$261K +$17.3K +215 +7%
IWA
846
Inspirion Wealth Advisors
Illinois
$260K – – –
SCA
847
Salient Capital Advisors
Texas
$260K +$40.6K +505 +19%
GLRA
848
Gerald L. Ray & Associates
Texas
$260K +$40.7K +506 +19%
LKIM
849
Lawson Kroeker Investment Management
Nebraska
$258K -$675K -8,385 -72%
KIG
850
Kovitz Investment Group
Illinois
$258K – – –
32 33
34
35 36