EGA
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Eagle Global Advisors’s Westlake Corp WLK Stock Holding History

Eagle Global Advisors’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
2026
Q1 		$241K Buy
+2,066
New +$200K 0.01% 256
2025
Q2 		– Sell
-2,066
Closed -$207K – 277
2025
Q1 		$207K Hold
2,066
– – 0.01% 261
2024
Q4 		$237K Hold
2,066
– – 0.01% 242
2024
Q3 		$310K Hold
2,066
– – 0.02% 215
2024
Q2 		$299K Buy
2,066
+66
+3% +$10.1K 0.02% 207
2024
Q1 		$306K Hold
2,000
– – 0.02% 200
2023
Q4 		$280K Hold
2,000
– – 0.02% 202
2023
Q3 		$249K Hold
2,000
– – 0.02% 204
2023
Q2 		$239K Hold
2,000
– – 0.02% 206
2023
Q1 		$232K Hold
2,000
– – 0.02% 206
2022
Q4 		$205K Buy
+2,000
New +$201K 0.01% 208
2022
Q3 		– Sell
-2,178
Closed -$213K – 227
2022
Q2 		$213K Hold
2,178
– – 0.02% 204
2022
Q1 		$269K Buy
+2,178
New +$237K 0.02% 207

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return