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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$673M
2
Norges Bank
2
Norges Bank
Norway
$725M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$800M
5
Boston Partners
5
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$646M
4
EVM
4
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
5
Ameriprise
Minnesota
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
PLFAM
901
Pineno Levin & Ford Asset Management
Virginia
$213K 2,654 -25 -0.9%
AFG
902
Albion Financial Group
Utah
$212K 2,636 – –
BOTW
903
Bank of the West
California
$211K 2,632 +2,632 New
TCOO
904
Trust Company of Oklahoma
Oklahoma
$211K 2,623 +2,623 New
TSW
905
Thompson Siegel & Walmsley
Virginia
$210K 2,612 -16,900 -87%
GLRA
906
Gerald L. Ray & Associates
Texas
$210K 2,618 – –
AIM
907
Allen Investment Management
New York
$209K 2,603 -42 -2%
CWM
908
Cabot Wealth Management
Massachusetts
$208K 2,582 +2,582 New
BP
909
Ballentine Partners
Massachusetts
$208K 2,584 +2,584 New
GP
910
Girard Partners
Pennsylvania
$207K 2,578 -400 -13%
ANB
911
Amarillo National Bank
Texas
$207K 2,575 +2,575 New
FMWA
912
Forvis Mazars Wealth Advisors
Missouri
$206K 2,557 -220 -8%
YMRC
913
Yorktown Management & Research Company
Virginia
$205K 2,550 +2,550 New
RNS
914
Robert N. Shapiro
$204K 2,534 – –
SRC
915
Shufro Rose & Co
New York
$201K 2,500 +2,500 New
BFIM
916
Beese Fulmer Investment Management
Ohio
$200K 2,490 +2,490 New
SAMC
917
Shinko Asset Management Company
Japan
$185K 2,305 – –
BOK
918
Bank of Kentucky
Kentucky
$184K 2,292 – –
Cohen & Steers
919
Cohen & Steers
New York
$177K 2,200 +2,200 New
FHA
920
First Horizon Advisors
Tennessee
$168K 2,067 +161 +8%
JIC
921
Joel Isaacson & Co
New York
$165K 2,047 +330 +19%
WA
922
Winfield Associates
Ohio
$164K 2,050 -210 -9%
NYLT
923
New York Life Trust
New York
$161K 2,004 -48 -2%
BC
924
Bartlett & Co
Ohio
$160K 1,988 -700 -26%
MCM
925
Munder Capital Management
Michigan
$159K 1,985 -5 -0.3%
35 36
37
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