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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.65B 32,866,943 +297,485 +0.9%
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$2.39B 29,697,948 +22,198,498 +296%
State Street
3
State Street
Massachusetts
$2.02B 25,090,564 -1,336,778 -5%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B 18,159,958 +22,038 +0.1%
BIT
5
BlackRock Institutional Trust
California
$1.13B 14,000,138 -979,978 -7%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$933M 11,582,736 -938,030 -7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$846M 10,505,390 -270,080 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$792M 9,827,230 -1,079,279 -10%
Boston Partners
9
Boston Partners
Massachusetts
$790M 9,805,788 +44,068 +0.5%
WRF
10
Waddell & Reed Financial
Kansas
$779M 9,665,086 -1,548,952 -14%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$663M 8,234,123 +441,612 +6%
Wells Fargo
12
Wells Fargo
California
$634M 7,865,548 +320,480 +4%
BFA
13
BlackRock Fund Advisors
California
$563M 6,985,639 -384,781 -5%
Northern Trust
14
Northern Trust
Illinois
$535M 6,640,880 +11,289 +0.2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$505M 6,274,442 +987,087 +19%
BG
16
BlackRock Group
United Kingdom
$455M 5,643,532 -792,928 -12%
IAM
17
Iridian Asset Management
Connecticut
$435M 5,401,176 +365,475 +7%
First Eagle Investment Management
18
First Eagle Investment Management
New York
$397M 4,932,540 -245,922 -5%
Norges Bank
19
Norges Bank
Norway
$373M 4,629,796 – –
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$368M 4,569,250 +548,173 +14%
Deutsche Bank
21
Deutsche Bank
Germany
$363M 4,512,022 -953,696 -17%
LSV Asset Management
22
LSV Asset Management
Illinois
$363M 4,502,247 +17,676 +0.4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$336M 4,175,962 -123,470 -3%
Capital World Investors
24
Capital World Investors
California
$313M 3,889,488 – –
Morgan Stanley
25
Morgan Stanley
New York
$297M 3,685,858 -495,383 -12%
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