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Brick & Kyle Associates’s Phillips 66 PSX Stock Holding History

Brick & Kyle Associates’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
-51,808
Closed -$6.26M – 63
2025
Q1 		$6.26M Sell
51,808
-875
-2% -$108K 2.87% 11
2024
Q4 		$6M Sell
52,683
-289
-0.5% -$36.8K 2.55% 12
2024
Q3 		$6.93M Sell
52,972
-1,188
-2% -$160K 2.97% 11
2024
Q2 		$7.65M Buy
54,160
+1,598
+3% +$237K 3.16% 8
2024
Q1 		$9.08M Sell
52,562
-849
-2% -$122K 4.02% 4
2023
Q4 		$7.11M Sell
53,411
-163
-0.3% -$19.5K 3.54% 7
2023
Q3 		$6.44M Sell
53,574
-79
-0.1% -$8.87K 3.42% 5
2023
Q2 		$5.16M Buy
53,653
+64
+0.1% +$6.22K 2.76% 10
2023
Q1 		$5.43M Sell
53,589
-80
-0.1% -$8.13K 3.11% 10
2022
Q4 		$5.59M Sell
53,669
-654
-1% -$66.9K 3.25% 8
2022
Q3 		$4.39M Buy
54,323
+782
+1% +$66.7K 2.66% 12
2022
Q2 		$4.38M Buy
53,541
+44,416
+487% +$4.11M 2.46% 14
2022
Q1 		$222K Buy
+9,125
New +$768K 0.11% 57
2017
Q4 		– Sell
-37,774
Closed -$3.46M – 102
2017
Q3 		$3.46M Buy
37,774
+69
+0.2% +$5.84K 2.8% 7
2017
Q2 		$3.12M Sell
37,705
-278
-0.7% -$21.8K 2.68% 11
2017
Q1 		$3.01M Sell
37,983
-986
-3% -$79.4K 2.33% 11
2016
Q4 		$3.37M Sell
38,969
-446
-1% -$37.1K 2.7% 3
2016
Q3 		$3.17M Buy
39,415
+378
+1% +$29.4K 2.55% 5
2016
Q2 		$3.1M Sell
39,037
-447
-1% -$36.5K 2.54% 5
2016
Q1 		$3.42M Sell
39,484
-623
-2% -$50.6K 2.97% 3
2015
Q4 		$3.28M Sell
40,107
-1,275
-3% -$110K 2.89% 3
2015
Q3 		$3.18M Sell
41,382
-110
-0.3% -$8.74K 2.98% 2
2015
Q2 		$3.34M Sell
41,492
-1,250
-3% -$99.3K 2.8% 3
2015
Q1 		$3.36M Sell
42,742
-240
-0.6% -$17.6K 2.88% 2
2014
Q4 		$3.08M Buy
+42,982
New +$3.17M 2.66% 3

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

Brick & Kyle Associates's PSX Position: Q2 2025 in Review

Brick & Kyle Associates sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 51,808 shares — an estimated $6.26M sold.

Brick & Kyle Associates first reported a position in PSX in Q4 2014 and held it in 25 quarters. The position peaked at $9.08M in Q1 2024. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Brick & Kyle Associates reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Brick & Kyle Associates sold 51,808 Phillips 66 shares in Q2 2025, an estimated $6.26M.
  • Brick & Kyle Associates first reported a position in Phillips 66 in Q4 2014 and held it in 25 quarters.
  • Brick & Kyle Associates's Phillips 66 position peaked at $9.08M in Q1 2024.
  • 1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Brick & Kyle Associates's 13F filing for Q2 2025, filed 18 Aug 2025.