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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 %
CG
1001
Colony Group
Massachusetts
$19K +$19K +250 New
HCMT
1002
Highland Capital Management (Tennessee)
Tennessee
$18K -$1.37M -18,311 -99%
TWMP
1003
Taylor Wealth Management Partners
Massachusetts
$18K – – –
LFR
1004
Lehman Financial Resources
Pennsylvania
$18K +$2.87K +38 +19%
VFA
1005
Virtus Fund Advisers
Connecticut
$17K – – –
BAM
1006
Brave Asset Management
New Jersey
$17K – – –
HF
1007
Hoxton Financial
West Virginia
$16K – – –
MBT
1008
Monroe Bank & Trust
Michigan
$16K – – –
WC
1009
Whitnell & Co
Illinois
$16K +$157 +2 +1%
AWM
1010
Avior Wealth Management
Nebraska
$15K -$1.54K -20 -9%
WCM
1011
Wealthcare Capital Management
Virginia
$15K – – –
KA
1012
Klingman & Associates
New York
$15K – – –
ED
1013
Exane Derivatives
France
$14.2K -$237K -3,085 -94%
MUS
1014
Mitsubishi UFJ Securities
Japan
$14K -$14.8K -190 -51%
IMS
1015
Index Management Solutions
Pennsylvania
$14K +$865 +11 +7%
CFS
1016
Commonwealth Financial Services
West Virginia
$13K – – –
CPIG
1017
Chicago Partners Investment Group
Illinois
$13K – – –
LYV
1018
Live Your Vision
Pennsylvania
$13K +$13K +176 New
TCM
1019
TD Capital Management
Tennessee
$12K – – –
FA
1020
Financial Advantage
Maryland
$12K – – –
CGH
1021
Cleary Gull Holdings
Wisconsin
$11K – – –
KPCM
1022
Kings Point Capital Management
New York
$10K – – –
FWM
1023
Focused Wealth Management
New York
$10K – – –
JWA
1024
JFS Wealth Advisors
Pennsylvania
$8K -$14.7K -184 -65%
AWS
1025
Aris Wealth Services
Pennsylvania
$8K -$7.93K -109 -50%
39 40
41
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