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Westend Capital Management’s Phillips 66 PSX Stock Holding History

Westend Capital Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Sell
81
-5
-6% -$784 ﹤0.01% 140
2025
Q4 		$11.1K Hold
86
– – ﹤0.01% 149
2025
Q3 		$11.7K Hold
86
– – ﹤0.01% 130
2025
Q2 		$10.3K Hold
86
– – ﹤0.01% 129
2025
Q1 		$10.6K Sell
86
-20
-19% -$2.46K ﹤0.01% 115
2024
Q4 		$12.1K Hold
106
– – ﹤0.01% 108
2024
Q3 		$13.9K Buy
106
+86
+430% +$11.6K ﹤0.01% 113
2024
Q2 		$2.82K Buy
20
+2
+11% +$296 ﹤0.01% 192
2024
Q1 		$2.94K Buy
+18
New +$2.59K ﹤0.01% 208
2015
Q3 		– Sell
-330
Closed -$26K – 72
2015
Q2 		$26K Hold
330
– – 0.03% 76
2015
Q1 		$26K Hold
330
– – 0.03% 73
2014
Q4 		$24K Hold
330
– – 0.03% 79
2014
Q3 		$24K Sell
330
-3,781
-92% -$315K 0.03% 66
2014
Q2 		$330K Sell
4,111
-20
-0.5% -$1.65K 0.39% 45
2014
Q1 		$322K Sell
4,131
-600
-13% -$45.7K 0.38% 43
2013
Q4 		$365K Buy
+4,731
New +$316K 0.39% 41
2013
Q2 		$341K Buy
+5,784
New +$363K 0.35% 47

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westend Capital Management's PSX Position: Q1 2026 in Review

Westend Capital Management reduced its Phillips 66 (PSX) stake by 5.8% in Q1 2026, selling an estimated $784 and leaving 81 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Westend Capital Management first reported a position in PSX in Q2 2013 and has held it in 17 quarters since. The position peaked at $365K in Q4 2013. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Westend Capital Management held 81 shares of Phillips 66 worth $14.8K as of Q1 2026.
  • Westend Capital Management sold 5 Phillips 66 shares in Q1 2026, an estimated $784.
  • Phillips 66 made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #140 holding.
  • Westend Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 17 quarters since.
  • Westend Capital Management's Phillips 66 position peaked at $365K in Q4 2013.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.