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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 %
DAM
1001
Delta Asset Management
Tennessee
$48K – – –
KA
1002
Klingman & Associates
New York
$48K +$32K +400 +200%
DOA
1003
D'Orazio & Associates
Virginia
$45K – – –
Financial Engines Advisors
1004
Financial Engines Advisors
California
$43K +$489 +6 +1%
TIM
1005
Tortoise Investment Management
New York
$41K -$7.62K -95 -16%
HCM
1006
Highlander Capital Management
New Jersey
$38K – – –
GWS
1007
Glassman Wealth Services
Virginia
$38K +$8.4K +105 +28%
TCM
1008
Tradewinds Capital Management
Washington
$38K +$9.58K +118 +34%
KLI
1009
Kelman-Lazarov Inc
Tennessee
$35.6K – – –
FPB
1010
First PREMIER Bank
South Dakota
$35K +$15.7K +200 +82%
CWM
1011
Cranbrook Wealth Management
Michigan
$34K – – –
SAM
1012
Sunnymeath Asset Management
New Jersey
$34K +$34K +402 New
PO
1013
Private Ocean
California
$33K – – –
FPFS
1014
First Personal Financial Services
North Carolina
$32K -$19.6K -245 -38%
KKAMG
1015
Kernodle & Katon Asset Management Group
Arkansas
$30K – – –
TDC
1016
Thompson Davis & Co
Virginia
$30K +$27.9K +350 +1,296%
GI
1017
Gradient Investments
Minnesota
$29K -$21.4K -268 -42%
CAL
1018
Capital Advisors Ltd
Ohio
$29K – – –
MCM
1019
MV Capital Management
Maryland
$29K – – –
ANBT
1020
American National Bank & Trust
Texas
$29K +$2.86K +35 +11%
WA
1021
WealthTrust-Arizona
Arizona
$29K +$29K +362 New
OSNBOA
1022
Old Second National Bank of Aurora
Illinois
$28K – – –
WIC
1023
Woodmont Investment Counsel
Tennessee
$28K +$28K +343 New
MWM
1024
MinichMacGregor Wealth Management
New York
$27K +$157 +2 +0.6%
CLOS
1025
Compagnie Lombard Odier SCmA
Switzerland
$26K – – –
39 40
41
42 43