Westend Capital Management’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 | $10.3K | Hold |
86
| – | – | ﹤0.01% | 129 |
|
|
2025
Q1 | $10.6K | Sell |
86
-20
| -19% | -$2.47K | ﹤0.01% | 115 |
|
|
2024
Q4 | $12.1K | Hold |
106
| – | – | ﹤0.01% | 108 |
|
|
2024
Q3 | $13.9K | Buy |
106
+86
| +430% | +$11.3K | ﹤0.01% | 113 |
|
|
2024
Q2 | $2.82K | Buy |
20
+2
| +11% | +$282 | ﹤0.01% | 192 |
|
|
2024
Q1 | $2.94K | Buy |
+18
| New | +$2.94K | ﹤0.01% | 208 |
|
|
2015
Q3 | – | Sell |
-330
| Closed | -$26K | – | 70 |
|
|
2015
Q2 | $26K | Hold |
330
| – | – | 0.03% | 74 |
|
|
2015
Q1 | $26K | Hold |
330
| – | – | 0.03% | 73 |
|
|
2014
Q4 | $24K | Hold |
330
| – | – | 0.03% | 79 |
|
|
2014
Q3 | $24K | Sell |
330
-3,781
| -92% | -$275K | 0.03% | 66 |
|
|
2014
Q2 | $330K | Sell |
4,111
-20
| -0.5% | -$1.61K | 0.39% | 45 |
|
|
2014
Q1 | $322K | Sell |
4,131
-600
| -13% | -$46.8K | 0.38% | 43 |
|
|
2013
Q4 | $365K | Buy |
+4,731
| New | +$365K | 0.39% | 41 |
|
|
2013
Q2 | $341K | Buy |
+5,784
| New | +$341K | 0.35% | 47 |
|