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Phillips 66
PSX

Overview Fund Activity

1,123 hedge funds and large institutions have $30.9B invested in Phillips 66 in 2015 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 382 increasing their positions, 421 reducing their positions, and 50 closing their positions.

Holders
1,123
Holders Change
+78
Holders Change %
+7.46%
% of All Funds
29.49%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.53%
New
141
Increased
382
Reduced
421
Closed
50
Calls
$314M
Puts
$252M
Net Calls
+$61.4M
Net Calls Change
-$165M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$611M
2
Goldman Sachs
2
Goldman Sachs
New York
$325M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$95.9M
4
N
4
Natixis
France
$70.4M
5
Millennium Management
5
Millennium Management
New York
$74.9M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$392M
2
WRF
2
Waddell & Reed Financial
Kansas
$343M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$427M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$108M
5
Ameriprise
5
Ameriprise
Minnesota
$47.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$5.03B 61,486,926 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.56B 31,318,814 -457,727 -1%
State Street
3
State Street
Massachusetts
$1.9B 23,196,994 +288,814 +1%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.25B 15,334,451 -202,158 -1%
BIT
5
BlackRock Institutional Trust
California
$1.07B 13,117,906 +235,148 +2%
Boston Partners
6
Boston Partners
Massachusetts
$781M 9,551,238 -428,110 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$674M 8,240,705 -548,022 -6%
Wells Fargo
8
Wells Fargo
California
$658M 8,045,542 +72,590 +0.9%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$622M 7,609,158 -240,659 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$611M 7,467,659 +1,611,919 +28%
BFA
11
BlackRock Fund Advisors
California
$543M 6,643,621 +172,620 +3%
Northern Trust
12
Northern Trust
Illinois
$451M 5,516,572 -486,177 -8%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$427M 5,215,156 -2,291,002 -31%
Morgan Stanley
14
Morgan Stanley
New York
$423M 5,166,371 +649,505 +14%
BG
15
BlackRock Group
United Kingdom
$406M 4,959,647 +150,405 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$400M 4,885,368 +104,174 +2%
IAM
17
Iridian Asset Management
Connecticut
$395M 4,830,608 -388,789 -7%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$392M 4,797,224 -5,139,448 -52%
Norges Bank
19
Norges Bank
Norway
$365M 4,462,066 -163,621 -4%
LSV Asset Management
20
LSV Asset Management
Illinois
$353M 4,317,660 -67,057 -2%
WRF
21
Waddell & Reed Financial
Kansas
$343M 4,199,137 -3,697,810 -47%
Deutsche Bank
22
Deutsche Bank
Germany
$327M 3,992,662 -436,919 -10%
Goldman Sachs
23
Goldman Sachs
New York
$325M 3,974,247 +1,491,200 +60%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$319M 3,906,011 +116,898 +3%
Capital World Investors
25
Capital World Investors
California
$318M 3,889,488 – –
1
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