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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 %
HI
926
Hudock Inc
Pennsylvania
$112K +$28.8K +377 +35%
HR
927
Howe & Rusling
New York
$111K – – –
EFSCE
928
Enterprise Financial Services Corp (EFSC)
Missouri
$109K +$996 +13 +0.9%
KTC
929
Kistler-Tiffany Companies
Pennsylvania
$108K +$7.94K +103 +8%
BEAM
930
Baker Ellis Asset Management
Washington
$106K – – –
FNYS
931
First New York Securities
New York
$103K +$78.6K +1,023 +319%
TF
932
Tompkins Financial
New York
$103K -$7.01K -91 -6%
AIM
933
Arcadia Investment Management
Michigan
$103K – – –
CF
934
CenterStar Fund
Illinois
$101K – – –
CAW
935
Cornerstone Advisors (Washington)
Washington
$100K +$8.44K +110 +9%
PMFA
936
Plante Moran Financial Advisors
Michigan
$95K -$27K -353 -22%
DAM
937
Delta Asset Management
Tennessee
$92K -$13.9K -180 -13%
MPWT
938
MassMutual Private Wealth & Trust
Connecticut
$91.1K +$3.09K +38 +4%
MA
939
MCF Advisors
Kentucky
$90K – – –
CWM
940
Cranbrook Wealth Management
Michigan
$87K +$463 +6 +0.5%
CGT
941
Capital Guardian Trust
California
$84K – – –
FAM
942
Formidable Asset Management
Ohio
$78K – – –
EWM
943
Edge Wealth Management
New York
$78K +$76 +1 +0.1%
CLOS
944
Compagnie Lombard Odier SCmA
Switzerland
$76K -$4.71K -61 -6%
KCPG
945
Kavar Capital Partners Group
Kansas
$76K – – –
VIA
946
Vantage Investment Advisors
Pennsylvania
$69K – – –
TFO
947
Tarbox Family Office
California
$65K +$229 +3 +0.4%
RFA
948
Reilly Financial Advisors
California
$62K -$57.8K -757 -48%
DSC
949
Duncker Streett & Co
Missouri
$61K +$3.81K +50 +7%
SCP
950
Syntal Capital Partners
Texas
$60K +$1.3K +17 +2%
36 37
38
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