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Phillips 66
PSX

Overview Fund Activity

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.25B
2
Neuberger Berman Group
Neuberger Berman Group
New York
$71.4M
3
JHIU
Janus Henderson Investors US
Colorado
$220M
4
Barclays
Barclays
United Kingdom
$64.1M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$14M
2
N
Natixis
France
$453K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$620M
4
State Street
State Street
Massachusetts
$1.81B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1151
Pinnacle Advisory Group
Maryland
– -$218K -2,525 Closed
ZIM
1152
Zacks Investment Management
Illinois
– -$217K -2,506 Closed
SIC
1153
SFE Investment Counsel
California
– -$216K -2,500 Closed
GP
1154
Girard Partners
Pennsylvania
– -$215K -2,477 Closed
NB
1155
NBT Bank
New York
– -$214K -2,462 Closed
Verition Fund Management
1156
Verition Fund Management
Connecticut
– -$213K -2,459 Closed
MIP
1157
Marietta Investment Partners
Wisconsin
– -$213K -2,457 Closed
VNA
1158
VNBTrust National Association
Virginia
– -$210K -2,421 Closed
GRQ
1159
Gardner Russo & Quinn
Pennsylvania
– -$210K -2,420 Closed
ANB
1160
Amarillo National Bank
Texas
– -$210K -2,416 Closed
PJSIMP
1161
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$208K -2,400 Closed
HB
1162
Homrich & Berg
Georgia
– -$206K -2,378 Closed
TFF
1163
The Family Firm
Maryland
– -$205K -2,370 Closed
FAT
1164
First American Trust
California
– -$205K -2,367 Closed
SPWA
1165
SteelBridge Private Wealth Advisors
Florida
– -$203K -2,347 Closed
LIM
1166
Loudon Investment Management
New Hampshire
– -$201K -2,327 Closed
PCM
1167
Prelude Capital Management
New York
– -$161K -1,860 Closed
IR
1168
Invictus RG
Bermuda
– -$123K -1,419 Closed
DLHL
1169
Donald L. Hagan LLC
Florida
– -$77K -886 Closed
FAM
1170
Formidable Asset Management
Ohio
– -$74K -851 Closed
AIM
1171
Acrospire Investment Management
Illinois
– -$61K -700 Closed
SAM
1172
Sunnymeath Asset Management
New Jersey
– -$35K -402 Closed
WIC
1173
Woodmont Investment Counsel
Tennessee
– -$23K -265 Closed
MBT
1174
Monroe Bank & Trust
Michigan
– -$18K -213 Closed
BCM
1175
Bluefin Capital Management
New York
– -$15K -175 Closed
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