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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 %
SRC
901
Shufro Rose & Co
New York
$209K -$12.1K -150 -5%
RMSCM
902
R.M. Sincerbeaux Capital Management
New York
$209K – – –
CWM
903
Cabot Wealth Management
Massachusetts
$208K – – –
IRS
904
Invictus RG (Singapore)
Singapore
$208K +$168K +2,082 +416%
AFG
905
Albion Financial Group
Utah
$207K – – –
FMLI
906
Fukoku Mutual Life Insurance
Japan
$205K -$16.1K -200 -7%
YMRC
907
Yorktown Management & Research Company
Virginia
$205K – – –
PAG
908
Pinnacle Advisory Group
Maryland
$203K -$48.1K -598 -19%
ANB
909
Amarillo National Bank
Texas
$202K +$202K +2,502 New
RCM
910
Rotella Capital Management
Washington
$201K +$201K +2,500 New
NERM
911
New England Research & Management
Illinois
$201K +$201K +2,500 New
GLI
912
Guardian Life Insurance
New York
$192K – – –
MCM
913
MV Capital Management
Maryland
$188K +$42.4K +527 +29%
BAM
914
Bruderman Asset Management
New York
$187K -$16K -198 -8%
BRWM
915
B. Riley Wealth Management
Tennessee
$187K +$722 +9 +0.4%
GWM
916
Gupta Wealth Management
California
$186K +$164K +2,033 +729%
LWCFA
917
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K -$6.21K -77 -3%
JIC
918
Joel Isaacson & Co
New York
$166K +$3.38K +42 +2%
ST
919
Smithfield Trust
Pennsylvania
$161K -$135K -1,679 -46%
TCOV
920
Trust Company of Vermont
Vermont
$158K +$8.05K +100 +5%
SG Americas Securities
921
SG Americas Securities
New York
$157K -$7.14M -88,738 -98%
BC
922
Bartlett & Co
Ohio
$156K – – –
WA
923
Winfield Associates
Ohio
$153K +$24.2K +300 +19%
FHA
924
First Horizon Advisors
Tennessee
$149K -$12.7K -158 -8%
SC
925
SRB Corp
Massachusetts
$146K +$146K +1,812 New
35 36
37
38 39