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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
Q2 		$9.97K Sell
59
-22
-27% -$3.79K ﹤0.01% 150
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westend Capital Management's PSX Position: Q2 2026 in Review

Westend Capital Management reduced its Phillips 66 (PSX) stake by 27% in Q2 2026, selling an estimated $3.79K and leaving 59 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Westend Capital Management first reported a position in PSX in Q2 2013 and has held it in 18 quarters since. The position peaked at $365K in Q4 2013. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Westend Capital Management held 59 shares of Phillips 66 worth $9.97K as of Q2 2026.
  • Westend Capital Management sold 22 Phillips 66 shares in Q2 2026, an estimated $3.79K.
  • Phillips 66 made up ﹤0.01% of Westend Capital Management's portfolio in Q2 2026, its #150 holding.
  • Westend Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 18 quarters since.
  • Westend Capital Management's Phillips 66 position peaked at $365K in Q4 2013.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.