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Phillips 66
PSX

Overview Fund Activity

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.25B
2
EA
2
Emerald Acquisition
Washington
$64.4M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$71.4M
4
JHIU
4
Janus Henderson Investors US
Colorado
$220M
5
Barclays
5
Barclays
United Kingdom
$64.1M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$14M
2
N
2
Natixis
France
$453K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$620M
4
State Street
4
State Street
Massachusetts
$1.81B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.42B
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.25B 78,782,000 +3,231,255 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.42B 30,467,342 -731,597 -2%
State Street
3
State Street
Massachusetts
$1.81B 22,805,123 -749,923 -3%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B 14,562,698 +459,964 +3%
BIT
5
BlackRock Institutional Trust
California
$984M 12,401,221 -608,980 -5%
Boston Partners
6
Boston Partners
Massachusetts
$781M 9,843,922 -93,369 -0.9%
Wells Fargo
7
Wells Fargo
California
$686M 8,642,728 +375,670 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$620M 7,810,038 -777,927 -9%
BFA
9
BlackRock Fund Advisors
California
$564M 7,109,567 +457,220 +7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$562M 7,080,869 -98,231 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$533M 6,718,779 -481,549 -7%
Norges Bank
12
Norges Bank
Norway
$422M 5,320,302 +267,082 +5%
Northern Trust
13
Northern Trust
Illinois
$420M 5,289,196 -238,523 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$408M 5,145,924 +91,054 +2%
BG
15
BlackRock Group
United Kingdom
$393M 4,950,858 -260,976 -5%
Morgan Stanley
16
Morgan Stanley
New York
$373M 4,705,814 -22,292 -0.5%
LSV Asset Management
17
LSV Asset Management
Illinois
$331M 4,171,417 -157,573 -4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$318M 4,009,793 -393,771 -9%
Bank of America
19
Bank of America
North Carolina
$317M 3,994,197 -45,073 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$311M 3,921,171 +166,747 +4%
Capital World Investors
21
Capital World Investors
California
$309M 3,889,488 – –
IAM
22
Iridian Asset Management
Connecticut
$292M 3,678,853 -255,600 -6%
Deutsche Bank
23
Deutsche Bank
Germany
$266M 3,351,741 +88,570 +3%
Aristotle Capital Management
24
Aristotle Capital Management
California
$242M 3,050,325 +63,601 +2%
JHIU
25
Janus Henderson Investors US
Colorado
$220M 2,776,312 +656,896 +31%
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