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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 %
GW
901
GW & Wade
Massachusetts
$215K +$1.93K +24 +0.9%
MSFP
902
Mark Sheptoff Financial Planning
Connecticut
$215K +$41.9K +519 +24%
GS
903
Girard Securities
California
$213K -$79.4K -985 -27%
WDA
904
Wendell David Associates
New Hampshire
$212K – – –
BP
905
Ballentine Partners
Massachusetts
$212K +$6.06K +75 +3%
CG
906
Caprock Group
Idaho
$212K +$212K +2,633 New
EGA
907
Eagle Global Advisors
Texas
$211K – – –
KFS
908
Kurt F. Somerville
$210K – – –
TSW
909
Thompson Siegel & Walmsley
Virginia
$209K – – –
RMSCM
910
R.M. Sincerbeaux Capital Management
New York
$209K – – –
CRC
911
Curi RMB Capital
Illinois
$209K +$209K +2,597 New
CIC
912
Carnegie Investment Counsel
Ohio
$207K -$7.91K -100 -4%
AFG
913
Albion Financial Group
Utah
$207K +$403 +5 +0.2%
PHIMC
914
Private Harbour Investment Management & Counsel
Ohio
$206K – – –
CL
915
CPWM LLC
Washington
$205K – – –
GP
916
Girard Partners
Pennsylvania
$204K +$204K +2,526 New
HB
917
Homrich & Berg
Georgia
$204K +$204K +2,529 New
CBOR
918
Community Bank of Raymore
Missouri
$203K – – –
KJHP
919
K.J. Harrison & Partners
Ontario, Canada
$201K +$201K +2,500 New
CFA
920
CT Financial Advisors
Pennsylvania
$199K – – –
ST
921
Smithfield Trust
Pennsylvania
$197K -$4.83K -60 -2%
FFC
922
First Financial Corp
Indiana
$196K -$44.6K -554 -19%
Carson Wealth (CWM LLC)
923
Carson Wealth (CWM LLC)
Nebraska
$193K +$20.7K +257 +12%
S
924
SignatureFD
Georgia
$191K +$8.22K +102 +4%
JFA
925
JNBA Financial Advisors
Minnesota
$191K +$129K +1,601 +208%
35 36
37
38 39