Westchester Capital Management (New York)’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
1,100
-26,400
-96% -$3.15M 0.01% 152
2025
Q1
$3.4M Buy
+27,500
New +$3.4M 0.18% 70
2024
Q2
Sell
-24,300
Closed -$3.97M 219
2024
Q1
$3.97M Sell
24,300
-29,100
-54% -$4.75M 0.15% 84
2023
Q4
$7.11M Buy
+53,400
New +$7.11M 0.25% 50