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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 %
PCM
926
Prelude Capital Management
New York
$142K -$1.17M -14,530 -89%
LNB
927
Ledyard National Bank
$142K +$3.23K +40 +2%
BAM
928
Barrett Asset Management
New York
$138K – – –
X
929
Xponance
Pennsylvania
$137K +$137K +1,714 New
PG
930
Patten Group
Tennessee
$136K +$136K +1,691 New
BCM
931
Brookstone Capital Management
Illinois
$136K +$136K +1,683 New
S
932
SignatureFD
Georgia
$132K +$30.3K +375 +30%
SCA
933
Strategic Capital Alternatives
United States
$131K – – –
HSA
934
Hussman Strategic Advisors
Maryland
$129K +$129K +1,600 New
SAMC
935
Shinko Asset Management Company
Japan
$128K -$10.7K -133 -8%
PMFA
936
Plante Moran Financial Advisors
Michigan
$128K +$43.7K +545 +52%
RFA
937
Reilly Financial Advisors
California
$126K +$60.8K +757 +93%
FMP
938
Financial Management Professionals
Texas
$125K – – –
CFN
939
Cordasco Financial Network
Florida
$121K +$40.3K +500 +50%
VCM
940
Vigilant Capital Management
Maine
$119K -$4.03K -50 -3%
HR
941
Howe & Rusling
New York
$116K +$8.06K +100 +7%
BCA
942
Bray Capital Advisors
Florida
$116K +$116K +1,445 New
TF
943
Tompkins Financial
New York
$115K -$8.85K -110 -7%
EFSCE
944
Enterprise Financial Services Corp (EFSC)
Missouri
$114K -$12.3K -152 -10%
FA
945
FMA Advisory
Pennsylvania
$113K +$113K +1,400 New
BEAM
946
Baker Ellis Asset Management
Washington
$112K – – –
EWM
947
Endurance Wealth Management
Rhode Island
$111K +$111K +1,377 New
DAM
948
Delta Asset Management
Tennessee
$110K – – –
AIM
949
Arcadia Investment Management
Michigan
$108K +$108K +1,344 New
M
950
MOTCO
Texas
$107K -$2.66K -33 -2%
36 37
38
39 40