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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.72B 61,486,926 +31,788,978 +107%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.44B 31,776,541 -1,090,402 -3%
State Street
3
State Street
Massachusetts
$1.76B 22,908,180 -2,182,384 -9%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19B 15,536,609 -2,623,349 -14%
BIT
5
BlackRock Institutional Trust
California
$990M 12,882,758 -1,117,380 -8%
Boston Partners
6
Boston Partners
Massachusetts
$767M 9,979,348 +173,560 +2%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$764M 9,936,672 -1,646,064 -14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$675M 8,788,727 -1,716,663 -16%
Wells Fargo
9
Wells Fargo
California
$613M 7,972,952 +107,404 +1%
WRF
10
Waddell & Reed Financial
Kansas
$607M 7,896,947 -1,768,139 -18%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$603M 7,849,817 -384,306 -5%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$577M 7,506,158 -2,321,072 -24%
BFA
13
BlackRock Fund Advisors
California
$497M 6,471,001 -514,638 -7%
Northern Trust
14
Northern Trust
Illinois
$461M 6,002,749 -638,131 -10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$450M 5,855,740 -418,702 -7%
IAM
16
Iridian Asset Management
Connecticut
$401M 5,219,397 -181,779 -3%
BG
17
BlackRock Group
United Kingdom
$370M 4,809,242 -834,290 -15%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$367M 4,781,194 +211,944 +5%
Norges Bank
19
Norges Bank
Norway
$355M 4,625,687 -4,109 -0.1%
Morgan Stanley
20
Morgan Stanley
New York
$347M 4,516,866 +831,008 +23%
Deutsche Bank
21
Deutsche Bank
Germany
$340M 4,429,581 -82,441 -2%
LSV Asset Management
22
LSV Asset Management
Illinois
$337M 4,384,717 -117,530 -3%
Capital World Investors
23
Capital World Investors
California
$299M 3,889,488 – –
Geode Capital Management
24
Geode Capital Management
Massachusetts
$291M 3,789,113 -386,849 -9%
Bank of America
25
Bank of America
North Carolina
$259M 3,374,355 +1,057,917 +46%
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