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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 %
IFLIT
851
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$82K 1,387 +1,387 New
KTC
852
Kistler-Tiffany Companies
Pennsylvania
$76K 1,286 +1,286 New
HF
853
Hoxton Financial
West Virginia
$73K 1,237 +1,237 New
MAM
854
Mizuho Asset Management
Japan
$71K 1,197 +1,197 New
FMP
855
Financial Management Professionals
Texas
$68K 1,148 +1,148 New
Financial Engines Advisors
856
Financial Engines Advisors
California
$65K 1,107 +1,107 New
RFS
857
Rockefeller Financial Services
New York
$61K 1,031 +1,031 New
BIM
858
Bridgecreek Investment Management
Oklahoma
$59K 1,000 +1,000 New
FHC
859
First Horizon Corporation
Tennessee
$58K 986 +986 New
RBC
860
Ronald Blue & Co
Georgia
$57K 962 +962 New
FLC
861
Francis L. Coolidge
$56K 955 +955 New
ACM
862
Aviance Capital Management
Florida
$54K 912 +912 New
RIA
863
Regal Investment Advisors
Michigan
$54K 916 +916 New
NYLT
864
New York Life Trust
New York
$54K 916 +916 New
MA
865
MCF Advisors
Kentucky
$52K 680 +680 New
BCAM
866
Boston Common Asset Management
Massachusetts
$52K 885 +885 New
LNB
867
Ledyard National Bank
$50K 839 +839 New
PMFA
868
Plante Moran Financial Advisors
Michigan
$50K 851 +851 New
JIC
869
Joel Isaacson & Co
New York
$47K 802 +802 New
IFWM
870
Institute for Wealth Management
Colorado
$46K 780 +780 New
WCM
871
Windsor Capital Management
Arizona
$44K 754 +754 New
DSC
872
Duncker Streett & Co
Missouri
$43K 735 +735 New
CCM
873
Chilton Capital Management
Texas
$41K 689 +689 New
IWC
874
Integrated Wealth Counsel
California
$41K 700 +700 New
FANJ
875
Financial Architects (New Jersey)
New Jersey
$39K 654 +654 New
33 34
35
36 37