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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 %
LWM
1051
Lenox Wealth Management
Ohio
$6K – – –
WAS
1052
Winch Advisory Services
Wisconsin
$5K – – –
CBT
1053
Central Bank & Trust
Kentucky
$4K -$33.9K -407 -89%
ANBT
1054
American National Bank & Trust
Texas
$4K +$1.28K +17 +47%
HCM
1055
Horrell Capital Management
Arkansas
$3K – – –
UB
1056
UMB Bank
Missouri
$2.83K -$12 -146 -0.4%
1GA
1057
1st Global Advisors
Texas
$2.21K -$48 -591 -2%
AIM
1058
Advantage Investment Management
Iowa
$2K -$286 -3 -13%
IF
1059
Ironwood Financial
Arizona
$2K – – –
TDC
1060
Thompson Davis & Co
Virginia
$2K +$74 +1 +4%
GXMC
1061
Global X Management Company
New York
$2K +$2K +28 New
AT
1062
Arden Trust
Delaware
$1.68K -$10 -130 -0.6%
WBG
1063
Wharton Business Group
Pennsylvania
$1.25K -$294 -3,650 -19%
NCM
1064
Nelson Capital Management
California
$1K – – –
WIC
1065
Woodmont Investment Counsel
Tennessee
$1K +$1K +15 New
MAS
1066
Madden Advisory Services
Florida
$1K +$1K +19 New
Fiera Capital (Canada)
1067
Fiera Capital (Canada)
Quebec, Canada
$439 +$439 +5,445 New
SCP
1068
Syntal Capital Partners
Texas
$61 – +1 +0.1%
AL
1069
AJO LP
Pennsylvania
– -$65.4M -832,680 Closed
Point72 Asset Management
1070
Point72 Asset Management
Connecticut
– -$39.9M -507,000 Closed
FPP
1071
Findlay Park Partners
United Kingdom
– -$24.2M -308,000 Closed
JIM
1072
Jupiter Investment Management
United Kingdom
– -$11M -140,404 Closed
AL
1073
Airain Ltd
Guernsey
– -$9.77M -124,334 Closed
Adage Capital Partners
1074
Adage Capital Partners
Massachusetts
– -$9.39M -119,396 Closed
SM
1075
Seminole Management
New York
– -$7.97M -101,400 Closed
41 42
43
44 45