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Western Financial Corp’s Phillips 66 PSX Stock Holding History

Western Financial Corp’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
2025
Q1 		– Sell
-6,143
Closed -$700K – 133
2024
Q4 		$700K Buy
6,143
+261
+4% +$33.2K 0.38% 73
2024
Q3 		$773K Buy
5,882
+91
+2% +$12.3K 0.44% 71
2024
Q2 		$818K Buy
5,791
+304
+6% +$45K 0.49% 61
2024
Q1 		$896K Sell
5,487
-628
-10% -$90.5K 0.55% 55
2023
Q4 		$814K Sell
6,115
-469
-7% -$56.1K 0.54% 44
2023
Q3 		$791K Buy
+6,584
New +$739K 0.58% 37

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Western Financial Corp's PSX Position: Q1 2025 in Review

Western Financial Corp sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 6,143 shares — an estimated $700K sold.

Western Financial Corp first reported a position in PSX in Q3 2023 and held it in 6 quarters. The position peaked at $896K in Q1 2024. 1,792 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Western Financial Corp reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Western Financial Corp sold 6,143 Phillips 66 shares in Q1 2025, an estimated $700K.
  • Western Financial Corp first reported a position in Phillips 66 in Q3 2023 and held it in 6 quarters.
  • Western Financial Corp's Phillips 66 position peaked at $896K in Q1 2024.
  • 1,792 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Western Financial Corp's 13F filing for Q1 2025, filed 23 Apr 2025.