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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 %
SWM
851
SVA Wealth Management
Wisconsin
$257K -$2.02K -25 -0.8%
PLFAM
852
Pineno Levin & Ford Asset Management
Virginia
$257K – – –
KCM
853
Kanawha Capital Management
Virginia
$256K – – –
KFS
854
Kurt F. Somerville
$253K – – –
NME
855
Notis-McConarty Edward
$252K – – –
AW
856
ACG Wealth
Georgia
$251K +$8.28K +103 +3%
RHBC
857
R.H. Bluestein & Co
Michigan
$250K -$123K -1,525 -33%
EWM
858
Empirical Wealth Management
Washington
$248K +$248K +3,080 New
TNB
859
Thomasville National Bank
Georgia
$247K +$61K +756 +33%
KFC
860
Klingenstein Fields & Co
New York
$246K – – –
PJSIMP
861
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K +$11.9K +148 +5%
TFA
862
Transamerica Financial Advisors
Florida
$246K +$131K +1,621 +114%
EWA
863
EP Wealth Advisors
California
$246K -$117K -1,455 -32%
KIA
864
KCM Investment Advisors
California
$244K +$18.8K +234 +8%
CA
865
Capital Advantage
California
$242K +$2.18K +27 +0.9%
CCM
866
Canal Capital Management
Virginia
$241K +$1.69K +21 +0.7%
BKBG
867
BHF Kleinwort Benson Group
Belgium
$236K -$66.8K -829 -22%
BP
868
Ballentine Partners
Massachusetts
$236K -$802 -10 -0.3%
CC
869
Courier Capital
New York
$236K +$6.54K +81 +3%
MTC
870
McDaniel Terry & Co
Texas
$234K – – –
TC
871
TradeLink Capital
Illinois
$234K +$234K +2,899 New
HT
872
HighTower Trust
Texas
$232K -$48.4K -600 -17%
NFG
873
Next Financial Group
Texas
$231K -$17.9K -222 -7%
TWA
874
TCI Wealth Advisors
Arizona
$231K +$231K +2,866 New
HH
875
Hilltop Holdings
Texas
$230K -$77.2K -958 -25%
33 34
35
36 37