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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
$739M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.5B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$125M
5
NSLI
Nan Shan Life Insurance
Taiwan
$149M

Top Sellers

1
IAM
Iridian Asset Management
Connecticut
$82.9M
2
Boston Partners
Boston Partners
Massachusetts
$626M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$115M
4
Wells Fargo
Wells Fargo
California
$636M
5
RCM
Riverhead Capital Management
Delaware
$758K
Name Holding Trade Value Shares
Change 		Shares
Change %
GBBWRPM
976
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$82K – – –
OC
977
Oakworth Capital
Alabama
$78K -$3.73K -46 -5%
PMFA
978
Plante Moran Financial Advisors
Michigan
$74K -$7.95K -99 -10%
CWM
979
Catamount Wealth Management
Connecticut
$74K – – –
TG
980
TLP Group
Illinois
$74K +$15.8K +196 +27%
VIA
981
Vantage Investment Advisors
Pennsylvania
$70K -$722 -9 -1%
AC
982
Alexandria Capital
Virginia
$70K +$16.2K +201 +30%
KF
983
Krilogy Financial
Missouri
$68K +$4.36K +54 +7%
CAL
984
Capital Analysts LLC
Pennsylvania
$65.6K +$10.2K +127 +18%
CHP
985
Cable Hill Partners
Oregon
$65K +$28.9K +358 +80%
RPG
986
Risk Paradigm Group
Texas
$64.4K -$149K -1,850 -70%
TFO
987
Tarbox Family Office
California
$64K +$801 +10 +1%
MWP
988
MYCIO Wealth Partners
Pennsylvania
$64K +$40.3K +500 +169%
LAM
989
Lebenthal Asset Management
New York
$64K +$64K +789 New
TF
990
Tompkins Financial
New York
$63K -$67.2K -830 -52%
HCM
991
Herndon Capital Management
Georgia
$62K -$27.7K -342 -31%
EDRH
992
Edmond de Rothschild Holding
Switzerland
$62K -$16.6K -207 -21%
AIS
993
Accurate Investment Solutions
Pennsylvania
$62K +$242 +3 +0.4%
AP
994
Atwood & Palmer
Missouri
$61K +$24.1K +301 +65%
HR
995
Howe & Rusling
New York
$61K +$26.3K +325 +76%
JIR
996
James Investment Research
Ohio
$60K – – –
AWMS
997
Advocacy Wealth Management Services
Georgia
$57K – – –
JAM
998
Jolley Asset Management
North Carolina
$55K – – –
EDRE
999
Edmond de Rothschild (Europe)
Luxembourg
$53K +$14.2K +176 +37%
AF
1000
Allworth Financial
California
$49K +$81 +1 +0.2%
38 39
40
41 42