Petrus Trust Company’s Westlake Corp WLK Stock Holding History

Petrus Trust Company’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	-6,709	Closed	-$671K	–	760
2025 Q1	$671K	Buy	6,709 +288	+4%	+$31.9K	0.06%	103
2024 Q4	$736K	Buy	6,421 +4,963	+340%	+$646K	0.07%	94
2024 Q3	$219K	Buy	+1,458	New	+$210K	0.02%	503
2021 Q3	–	Sell	-3,137	Closed	-$283K	–	105
2021 Q2	$283K	Buy	+3,137	New	+$305K	0.03%	50
2016 Q3	–	Sell	-6,942	Closed	-$298K	–	199
2016 Q2	$298K	Sell	6,942 -857	-11%	-$39.1K	0.07%	77
2016 Q1	$361K	Buy	+7,799	New	+$354K	0.07%	77
2015 Q4	–	Sell	-5,327	Closed	-$276K	–	183
2015 Q3	$276K	Buy	+5,327	New	+$311K	0.06%	67

Other funds holding WLK

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Petrus Trust Company's WLK Position: Q2 2025 in Review

Petrus Trust Company sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 6,709 shares — an estimated $671K sold.

Petrus Trust Company first reported a position in WLK in Q3 2015 and held it in 7 quarters. The position peaked at $736K in Q4 2024. 305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

Petrus Trust Company reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 6,709 Westlake Corp shares in Q2 2025, an estimated $671K.
Petrus Trust Company first reported a position in Westlake Corp in Q3 2015 and held it in 7 quarters.
Petrus Trust Company's Westlake Corp position peaked at $736K in Q4 2024.
305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.