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BBR Partners’s Phillips 66 PSX Stock Holding History

BBR Partners’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,780
Closed -$1.33M – 263
2025
Q1 		$1.33M Buy
+10,780
New +$1.33M 0.09% 81
2024
Q2 		– Sell
-11,475
Closed -$1.87M – 254
2024
Q1 		$1.87M Buy
11,475
+672
+6% +$96.8K 0.15% 65
2023
Q4 		$1.44M Sell
10,803
-12
-0.1% -$1.43K 0.15% 57
2023
Q3 		$1.3M Buy
10,815
+30
+0.3% +$3.37K 0.15% 56
2023
Q2 		$1.03M Sell
10,785
-17
-0.2% -$1.65K 0.11% 67
2023
Q1 		$1.1M Buy
10,802
+33
+0.3% +$3.35K 0.13% 64
2022
Q4 		$1.12M Hold
10,769
– – 0.13% 63
2022
Q3 		$869K Sell
10,769
-1,263
-10% -$108K 0.11% 77
2022
Q2 		$987K Hold
12,032
– – 0.12% 77
2022
Q1 		$1.04M Sell
12,032
-540
-4% -$45.4K 0.1% 89
2021
Q4 		$911K Hold
12,572
– – 0.11% 87
2021
Q3 		$880K Sell
12,572
-1,371
-10% -$99.2K 0.07% 100
2021
Q2 		$1.2M Sell
13,943
-78
-0.6% -$6.58K 0.09% 81
2021
Q1 		$1.14M Buy
14,021
+30
+0.2% +$2.35K 0.09% 90
2020
Q4 		$979K Sell
13,991
-5,733
-29% -$337K 0.08% 88
2020
Q3 		$1.02M Buy
19,724
+1,301
+7% +$79.4K 0.09% 81
2020
Q2 		$1.32M Sell
18,423
-53
-0.3% -$3.75K 0.17% 56
2020
Q1 		$991K Buy
18,476
+3
+0% +$244 0.15% 65
2019
Q4 		$2.06M Buy
+18,473
New +$2.08M 0.23% 55

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBR Partners's PSX Position: Q2 2025 in Review

BBR Partners sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 10,780 shares — an estimated $1.33M sold.

BBR Partners first reported a position in PSX in Q4 2019 and held it in 19 quarters. The position peaked at $2.06M in Q4 2019. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • BBR Partners reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • BBR Partners sold 10,780 Phillips 66 shares in Q2 2025, an estimated $1.33M.
  • BBR Partners first reported a position in Phillips 66 in Q4 2019 and held it in 19 quarters.
  • BBR Partners's Phillips 66 position peaked at $2.06M in Q4 2019.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on BBR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.