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Phillips 66
PSX

Overview Fund Activity

1,120 hedge funds and large institutions have $32.3B invested in Phillips 66 in 2016 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 405 increasing their positions, 451 reducing their positions, and 81 closing their positions.

Holders
1,120
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
29.89%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.72%
New
92
Increased
405
Reduced
451
Closed
81
Calls
$397M
Puts
$294M
Net Calls
+$103M
Net Calls Change
+$41.3M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.54B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$744M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$95.3M
4
BA
4
BlackRock Advisors
Delaware
$95.9M
5
O
5
OppenheimerFunds
New York
$92M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$63.6M
2
WRF
2
Waddell & Reed Financial
Kansas
$28.1M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.22B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$250M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.54B 75,550,745 +14,063,819 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.7B 31,198,939 -119,875 -0.4%
State Street
3
State Street
Massachusetts
$2.04B 23,555,046 +358,052 +2%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.22B 14,102,734 -1,231,717 -8%
BIT
5
BlackRock Institutional Trust
California
$1.13B 13,010,201 -107,705 -0.8%
Boston Partners
6
Boston Partners
Massachusetts
$860M 9,937,291 +386,053 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$744M 8,587,965 +1,120,306 +15%
Wells Fargo
8
Wells Fargo
California
$716M 8,267,058 +221,516 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$623M 7,200,328 -1,040,377 -13%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$622M 7,179,100 -430,058 -6%
BFA
11
BlackRock Fund Advisors
California
$576M 6,652,347 +8,726 +0.1%
Northern Trust
12
Northern Trust
Illinois
$477M 5,527,719 +11,147 +0.2%
BG
13
BlackRock Group
United Kingdom
$451M 5,211,834 +252,187 +5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$438M 5,054,870 +169,502 +3%
Norges Bank
15
Norges Bank
Norway
$438M 5,053,220 +591,154 +13%
Morgan Stanley
16
Morgan Stanley
New York
$409M 4,728,106 -438,265 -8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$381M 4,403,564 -811,592 -16%
LSV Asset Management
18
LSV Asset Management
Illinois
$375M 4,328,990 +11,330 +0.3%
Bank of America
19
Bank of America
North Carolina
$350M 4,039,270 +505,242 +14%
IAM
20
Iridian Asset Management
Connecticut
$341M 3,934,453 -896,155 -19%
Capital World Investors
21
Capital World Investors
California
$337M 3,889,488 – –
Deutsche Bank
22
Deutsche Bank
Germany
$283M 3,263,171 -729,491 -18%
Aristotle Capital Management
23
Aristotle Capital Management
California
$259M 2,986,724 +83,379 +3%
RP
24
RR Partners
New York
$255M 2,941,850 – –
Goldman Sachs
25
Goldman Sachs
New York
$250M 2,882,001 -1,092,246 -27%
1
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