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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 %
MBT
1026
Monroe Bank & Trust
Michigan
$17K -$16K -200 -48%
PO
1027
Private Ocean
California
$17K – – –
AWM
1028
Avior Wealth Management
Nebraska
$17K – – –
HF
1029
Hoxton Financial
West Virginia
$17K +$8.17K +100 +93%
WCM
1030
Wealthcare Capital Management
Virginia
$16K -$48.2K -603 -75%
KA
1031
Klingman & Associates
New York
$16K -$4.48K -56 -22%
WC
1032
Whitnell & Co
Illinois
$16K -$2.3K -29 -13%
LFR
1033
Lehman Financial Resources
Pennsylvania
$16K – – –
DIA
1034
Davidson Investment Advisors
Montana
$16K +$16K +200 New
SSG
1035
Summit Securities Group
New York
$16K +$16K +200 New
CPIG
1036
Chicago Partners Investment Group
Illinois
$14K -$1.38K -17 -9%
TCM
1037
TD Capital Management
Tennessee
$13K – – –
CFS
1038
Commonwealth Financial Services
West Virginia
$13K – – –
IMS
1039
Index Management Solutions
Pennsylvania
$13K +$5.61K +72 +76%
FA
1040
Financial Advantage
Maryland
$12K – – –
CGH
1041
Cleary Gull Holdings
Wisconsin
$12K +$12K +145 New
KPCM
1042
Kings Point Capital Management
New York
$11K – – –
FWM
1043
Focused Wealth Management
New York
$10K – – –
WCBA
1044
Weaver C. Barksdale & Associates
Tennessee
$8K – – –
BWA
1045
Burt Wealth Advisors
Maryland
$8K – – –
HTC
1046
Hershey Trust Company
Pennsylvania
$8K – – –
AWM
1047
AllSquare Wealth Management
New York
$8K – – –
PCTC
1048
Perkins Coie Trust Company
Washington
$8K – – –
PRS
1049
Pinkerton Retirement Specialists
Idaho
$8K +$3.57K +42 +81%
Nuveen Asset Management
1050
Nuveen Asset Management
Illinois
$6K -$38 -472 -0.6%
40 41
42
43 44