Westend Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.7K | Hold |
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|
2025
Q2 | $10.3K | Hold |
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|
2025
Q1 | $10.6K | Sell |
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|
2024
Q4 | $12.1K | Hold |
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|
2024
Q3 | $13.9K | Buy |
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|
2024
Q2 | $2.82K | Buy |
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|
2024
Q1 | $2.94K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $26K | Hold |
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|
2015
Q1 | $26K | Hold |
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|
2014
Q4 | $24K | Hold |
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|
2014
Q3 | $24K | Sell |
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|
2014
Q2 | $330K | Sell |
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|
2014
Q1 | $322K | Sell |
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|
2013
Q4 | $365K | Buy |
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|
2013
Q2 | $341K | Buy |
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