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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 %
SRC
1101
Shufro Rose & Co
New York
– -$209K -2,600 Closed
CWM
1102
Cabot Wealth Management
Massachusetts
– -$208K -2,582 Closed
AFG
1103
Albion Financial Group
Utah
– -$207K -2,566 Closed
YMRC
1104
Yorktown Management & Research Company
Virginia
– -$205K -2,550 Closed
PAG
1105
Pinnacle Advisory Group
Maryland
– -$203K -2,526 Closed
ANB
1106
Amarillo National Bank
Texas
– -$202K -2,502 Closed
RCM
1107
Rotella Capital Management
Washington
– -$201K -2,500 Closed
NERM
1108
New England Research & Management
Illinois
– -$201K -2,500 Closed
BRWM
1109
B. Riley Wealth Management
Tennessee
– -$187K -2,332 Closed
X
1110
Xponance
Pennsylvania
– -$137K -1,714 Closed
SCA
1111
Strategic Capital Alternatives
United States
– -$131K -1,641 Closed
FANJ
1112
Financial Architects (New Jersey)
New Jersey
– -$61K -760 Closed
CFG
1113
CKW Financial Group
Hawaii
– -$51K -631 Closed
IPC
1114
Independent Portfolio Consultants
Florida
– -$50K -625 Closed
LWM
1115
LBA Wealth Management
Florida
– -$48K -600 Closed
QAM
1116
QCI Asset Management
New York
– -$40K -500 Closed
JT
1117
Jump Trading
Illinois
– -$34K -419 Closed
HA
1118
Harfst & Associates
Wyoming
– -$30K -369 Closed
WCM
1119
Westend Capital Management
California
– -$26K -330 Closed
SFPIA
1120
Stevens First Principles Investment Advisors
California
– -$20K -245 Closed
SSG
1121
Summit Securities Group
New York
– -$16K -200 Closed
HTC
1122
Hershey Trust Company
Pennsylvania
– -$8K -100 Closed
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