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Capital Advisors Ltd’s Westlake Corp WLK Stock Holding History

Capital Advisors Ltd’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7
Closed -$1K – 1651
2025
Q1 		$1K Sell
7
-53
-88% -$5.87K ﹤0.01% 1295
2024
Q4 		$7K Buy
60
+30
+100% +$3.9K ﹤0.01% 889
2024
Q3 		$5K Sell
30
-1
-3% -$144 ﹤0.01% 939
2024
Q2 		$4K Buy
31
+2
+7% +$307 ﹤0.01% 966
2024
Q1 		$4K Buy
29
+1
+4% +$141 ﹤0.01% 946
2023
Q4 		$4K Hold
28
– – ﹤0.01% 919
2023
Q3 		$3K Hold
28
– – ﹤0.01% 970
2023
Q2 		$3K Buy
28
+21
+300% +$2.4K ﹤0.01% 977
2023
Q1 		$1K Hold
7
– – ﹤0.01% 1143
2022
Q4 		$1K Sell
7
-4
-36% -$403 ﹤0.01% 1128
2022
Q3 		$1K Buy
11
+8
+267% +$767 ﹤0.01% 1154
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1358
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1235
2021
Q4 		$0 Buy
+3
New +$293 ﹤0.01% 957

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Advisors Ltd's WLK Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 7 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in WLK in Q4 2021 and held it in 14 quarters. The position peaked at $7K in Q4 2024. 305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 7 Westlake Corp shares in Q2 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Westlake Corp in Q4 2021 and held it in 14 quarters.
  • Capital Advisors Ltd's Westlake Corp position peaked at $7K in Q4 2024.
  • 305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.