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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 %
LFG
901
LifePlan Financial Group
Ohio
$16K 275 +275 New
FBT
902
Founders Bank & Trust
Michigan
$16K 276 +276 New
OFS
903
Orrstown Financial Services
Pennsylvania
$15K 250 +250 New
FAM
904
Fred Alger Management
New York
$15K 252 +252 New
TCM
905
TD Capital Management
Tennessee
$15K 254 +254 New
PAS
906
Partnervest Advisory Services
California
$15K 256 +256 New
WCMN
907
Westchester Capital Management (Nebraska)
Nebraska
$15K 260 +260 New
RI
908
Redwood Investments
Massachusetts
$14K 238 +238 New
CCT
909
Capital City Trust
Florida
$12K 200 +200 New
BTS
910
BB&T Securities
Virginia
$11.7K 19,807 +19,807 New
Lazard Asset Management
911
Lazard Asset Management
New York
$11K 187 +187 New
FA
912
Financial Advantage
Maryland
$9K 155 +155 New
TSWM
913
Triangle Securities Wealth Management
North Carolina
$8K 140 +140 New
TFA
914
Transamerica Financial Advisors
Florida
$7K 116 +116 New
CW
915
Cobiz Wealth
Colorado
$7K 127 +127 New
PG
916
PEAK6 Group
Illinois
$6.38K 108,209 +108,209 New
AC
917
Alexandria Capital
Virginia
$6K 102 +102 New
Thrivent Financial for Lutherans
918
Thrivent Financial for Lutherans
Minnesota
$5.77K 97,915 +97,915 New
MMH
919
Menora Mivtachim Holdings
Israel
$5K 77 +77 New
NCM
920
Nelson Capital Management
California
$5K 92 +92 New
FHA
921
First Horizon Advisors
Tennessee
$4K 68 +68 New
MAS
922
Madden Advisory Services
Florida
$4K 69 +69 New
TCA
923
Tortoise Capital Advisors
Kansas
$3K 47 +47 New
CAW
924
Cornerstone Advisors (Washington)
Washington
$3K 50 +50 New
UB
925
UMB Bank
Missouri
$2.37K 40,179 +40,179 New
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