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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 %
JFA
976
JNBA Financial Advisors
Minnesota
$54K – – –
HCM
977
Highlander Capital Management
New Jersey
$53K – – –
DBT
978
Dubuque Bank & Trust
Iowa
$52K – – –
CFG
979
CKW Financial Group
Hawaii
$51K – – –
IPC
980
Independent Portfolio Consultants
Florida
$50K -$48.6K -607 -49%
AF
981
Allworth Financial
California
$49K – – –
AP
982
Atwood & Palmer
Missouri
$49K – – –
LWM
983
LBA Wealth Management
Florida
$48K – – –
DA
984
Dunvegan Associates
California
$46K – – –
DOA
985
D'Orazio & Associates
Virginia
$46K – – –
RFS
986
Rockefeller Financial Services
New York
$46K – – –
Manulife (Manufacturers Life Insurance)
987
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.8K -$771 -9,565 -2%
SGC
988
South Georgia Capital
Illinois
$43K +$239 +3 +0.6%
TIM
989
Tortoise Investment Management
New York
$41K – – –
FWC
990
First Washington Corp
Washington
$40K – – –
CAL
991
Capital Advisors Ltd
Ohio
$40K +$4.44K +55 +13%
QAM
992
QCI Asset Management
New York
$40K +$40K +500 New
GI
993
Gradient Investments
Minnesota
$38K -$7.76K -96 -17%
TCM
994
Tradewinds Capital Management
Washington
$38K +$9.24K +115 +32%
CWM
995
Catamount Wealth Management
Connecticut
$37K – – –
AC
996
Alexandria Capital
Virginia
$35K +$81 +1 +0.2%
Financial Engines Advisors
997
Financial Engines Advisors
California
$34K -$23.3K -286 -41%
JT
998
Jump Trading
Illinois
$34K +$34K +419 New
OC
999
Oakworth Capital
Alabama
$33K -$80.5K -1,000 -71%
MFBTD
1000
MB Financial Bank - Trust Department
Illinois
$32K – – –
38 39
40
41 42