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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 %
PCTC
1026
Perkins Coie Trust Company
Washington
$8K – – –
BWA
1027
Burt Wealth Advisors
Maryland
$8K – – –
AWM
1028
AllSquare Wealth Management
New York
$8K – – –
WCBA
1029
Weaver C. Barksdale & Associates
Tennessee
$7K – – –
PRS
1030
Pinkerton Retirement Specialists
Idaho
$6K -$1.83K -22 -23%
LWM
1031
Lenox Wealth Management
Ohio
$6K – – –
CP
1032
Corbenic Partners
Pennsylvania
$6K +$6K +75 New
Nuveen Asset Management
1033
Nuveen Asset Management
Illinois
$5.51K -$213 -2,778 -4%
AA
1034
ALPS Advisors
Colorado
$4.85K +$4.85K +6,313 New
CBT
1035
Central Bank & Trust
Kentucky
$4K – – –
WAS
1036
Winch Advisory Services
Wisconsin
$4K +$69 +1 +2%
HCM
1037
Horrell Capital Management
Arkansas
$3K – – –
PFO
1038
Pathstone Family Office
New Jersey
$3K +$3K +35 New
AIC
1039
Ayalon Insurance Company
Israel
$2K -$22.5K -225 -92%
GXMC
1040
Global X Management Company
New York
$2K – – –
TDC
1041
Thompson Davis & Co
Virginia
$2K – – –
AIM
1042
Advantage Investment Management
Iowa
$2K – – –
IF
1043
Ironwood Financial
Arizona
$2K – – –
MAS
1044
Madden Advisory Services
Florida
$1K – – –
NCM
1045
Nelson Capital Management
California
$1K – – –
WIC
1046
Woodmont Investment Counsel
Tennessee
$1K – – –
TP
1047
Third Point
New York
– -$262M -3,250,000 Closed
GCM
1048
Glenview Capital Management
New York
– -$147M -1,830,295 Closed
Artisan Partners
1049
Artisan Partners
Wisconsin
– -$44.5M -552,298 Closed
3CP
1050
3G Capital Partners
New York
– -$32.2M -400,000 Closed
40 41
42
43 44