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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 %
CIP
851
Champlain Investment Partners
Vermont
$266K +$266K +3,300 New
WPC
852
Waters Parkerson & Co
Louisiana
$262K -$11.2K -139 -4%
TC
853
Trust Company
Kansas
$261K +$2.66K +33 +1%
IWA
854
Inspirion Wealth Advisors
Illinois
$260K – – –
YMRC
855
Yorktown Management & Research Company
Virginia
$258K – – –
LKIM
856
Lawson Kroeker Investment Management
Nebraska
$258K – – –
NSAM
857
North Star Asset Management
Wisconsin
$256K -$5.81K -72 -2%
UR
858
USCA RIA
Texas
$255K +$51.1K +635 +25%
FCCM
859
First City Capital Management
Georgia
$253K – – –
NME
860
Notis-McConarty Edward
$252K – – –
IWA
861
Intercontinental Wealth Advisors
Texas
$251K -$1.45K -18 -0.6%
Kovitz Investment Group Partners
862
Kovitz Investment Group Partners
Illinois
$250K – – –
AW
863
Alpha Windward
Massachusetts
$249K +$1.45K +18 +0.6%
IAM
864
Impax Asset Management
New Hampshire
$248K -$8.06K -100 -3%
LPT
865
Legacy Private Trust
Wisconsin
$247K -$92.8K -1,151 -27%
WBG
866
Wharton Business Group
Pennsylvania
$247K -$14.5K -180 -6%
TC
867
Telemus Capital
Michigan
$247K +$36.8K +456 +17%
BFS
868
Bradley Foster & Sargent
Connecticut
$245K -$40.3K -500 -14%
CC
869
Courier Capital
New York
$244K -$85.9K -1,064 -26%
VWA
870
V Wealth Advisors
Kansas
$244K -$3.12K -39 -1%
WCF
871
West Coast Financial
California
$244K +$244K +3,032 New
SRC
872
Shufro Rose & Co
New York
$242K +$24.2K +300 +11%
DSC
873
Duncker Streett & Co
Missouri
$242K +$171K +2,128 +243%
CWM
874
CIBC World Markets
New York
$241K -$21.2K -263 -8%
PFBT
875
Parkside Financial Bank & Trust
Missouri
$241K -$1.13K -14 -0.5%
33 34
35
36 37