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Phillips 66
PSX

Overview Fund Activity

909 hedge funds and large institutions have $24B invested in Phillips 66 in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 318 increasing their positions, 382 reducing their positions, and 84 closing their positions.

Holders
909
Holders Change
-24
Holders Change %
-2.57%
% of All Funds
29.48%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.26%
New
69
Increased
318
Reduced
382
Closed
84
Calls
$611M
Puts
$378M
Net Calls
+$233M
Net Calls Change
-$66M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$798M
2
SF
2
Sarofim Fayez
Texas
$133M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$293M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$132M
5
JHIU
5
Janus Henderson Investors US
Colorado
$317M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$69.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$364M
3
Morgan Stanley
3
Morgan Stanley
New York
$163M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$749M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.67B 28,853,699 -11,961 -0%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$1.57B 27,163,918 – –
State Street
3
State Street
Massachusetts
$1.49B 25,823,176 -267,194 -1%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$995M 17,205,725 -630,517 -4%
BIT
5
BlackRock Institutional Trust
California
$954M 16,499,598 +69,302 +0.4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$798M 13,807,404 +7,744,877 +128%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$749M 12,953,514 -2,622,198 -17%
WRF
8
Waddell & Reed Financial
Kansas
$627M 10,840,687 +588,040 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$601M 10,402,821 +199,734 +2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$520M 9,000,399 -1,119,289 -11%
Northern Trust
11
Northern Trust
Illinois
$457M 7,901,732 -313,354 -4%
BFA
12
BlackRock Fund Advisors
California
$386M 6,676,706 +89,832 +1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$364M 6,292,138 -4,978,684 -44%
Wells Fargo
14
Wells Fargo
California
$361M 6,240,966 +392,146 +7%
EVM
15
Eaton Vance Management
Massachusetts
$356M 6,159,388 +323,028 +6%
BG
16
BlackRock Group
United Kingdom
$326M 5,630,526 +487,303 +9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$325M 5,623,540 -2,299 -0%
JHIU
18
Janus Henderson Investors US
Colorado
$317M 5,484,463 +1,108,693 +25%
Norges Bank
19
Norges Bank
Norway
$306M 5,291,074 +217,199 +4%
Ameriprise
20
Ameriprise
Minnesota
$299M 5,175,237 +870,359 +20%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$293M 5,062,322 +1,524,615 +43%
Boston Partners
22
Boston Partners
Massachusetts
$292M 5,054,936 +336,283 +7%
BA
23
BlackRock Advisors
Delaware
$264M 4,566,817 +615,689 +16%
LSV Asset Management
24
LSV Asset Management
Illinois
$246M 4,261,975 -90,970 -2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$246M 4,259,159 +62,172 +1%
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