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Phillips 66
PSX

Overview Fund Activity

1,045 hedge funds and large institutions have $29.9B invested in Phillips 66 in 2015 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 368 increasing their positions, 431 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-24
Holders Change %
-2.25%
% of All Funds
29.21%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
60
Increased
368
Reduced
431
Closed
77
Calls
$507M
Puts
$281M
Net Calls
+$226M
Net Calls Change
+$301M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.72B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$248M
3
Bank of America
3
Bank of America
North Carolina
$259M
4
Morgan Stanley
4
Morgan Stanley
New York
$347M
5
Ameriprise
5
Ameriprise
Minnesota
$143M

Top Sellers

1
TP
1
Third Point
New York
$0
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$577M
4
State Street
4
State Street
Massachusetts
$1.76B
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
901
Joel Isaacson & Co
New York
$159K – – –
SC
902
SRB Corp
Massachusetts
$159K +$19.8K +258 +14%
ST
903
Smithfield Trust
Pennsylvania
$155K +$2.06K +27 +1%
CFN
904
Cordasco Financial Network
Florida
$154K +$38.5K +500 +33%
BC
905
Bartlett & Co
Ohio
$149K – – –
BCM
906
Brookstone Capital Management
Illinois
$149K +$20.1K +262 +16%
IA
907
IndexIQ Advisors
New York
$148K -$102K -1,329 -41%
FHA
908
First Horizon Advisors
Tennessee
$148K +$6.21K +81 +4%
PG
909
Patten Group
Tennessee
$148K +$17.7K +230 +14%
WA
910
Winfield Associates
Ohio
$146K – – –
S
911
SignatureFD
Georgia
$146K +$20K +260 +16%
GWM
912
Gupta Wealth Management
California
$145K -$32.8K -427 -18%
PCM
913
Prelude Capital Management
New York
$141K +$5.38K +70 +4%
PFBT
914
Parkside Financial Bank & Trust
Missouri
$136K -$116K -1,510 -46%
BAM
915
Barrett Asset Management
New York
$132K – – –
CL
916
CSS LLC
Illinois
$125K +$125K +1,616 New
HSA
917
Hussman Strategic Advisors
Maryland
$123K – – –
LNB
918
Ledyard National Bank
$120K -$14.3K -187 -11%
FMP
919
Financial Management Professionals
Texas
$120K – – –
AIM
920
Assured Investment Management
New York
$120K +$96K +1,246 +401%
SAMC
921
Shinko Asset Management Company
Japan
$117K -$4.84K -63 -4%
EWM
922
Endurance Wealth Management
Rhode Island
$115K – – –
CCM
923
Cutler Capital Management
Massachusetts
$115K +$115K +1,500 New
VCM
924
Vigilant Capital Management
Maine
$114K – – –
BCA
925
Bray Capital Advisors
Florida
$112K +$770 +10 +0.7%
35 36
37
38 39