Westhampton Capital
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Westhampton Capital’s Phillips 66 PSX Stock Holding History

Westhampton Capital’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
Q3 		$1.33M Hold
5,190
– – 0.59% 51
2026
Q2 		$877K Hold
5,190
– – 0.36% 70
2026
Q1 		$946K Hold
5,190
– – 0.44% 63
2025
Q4 		$670K Sell
5,190
-150
-3% -$20.2K 0.32% 75
2025
Q3 		$726K Hold
5,340
– – 0.35% 74
2025
Q2 		$637K Hold
5,340
– – 0.33% 76
2025
Q1 		$659K Sell
5,340
-800
-13% -$98.6K 0.36% 78
2024
Q4 		$700K Hold
6,140
– – 0.36% 75
2024
Q3 		$807K Sell
6,140
-468
-7% -$63.2K 0.41% 71
2024
Q2 		$933K Buy
6,608
+467
+8% +$69.1K 0.51% 61
2024
Q1 		$1M Hold
6,141
– – 0.55% 58
2023
Q4 		$818K Sell
6,141
-542
-8% -$64.8K 0.49% 63
2023
Q3 		$803K Hold
6,683
– – 0.52% 62
2023
Q2 		$637K Sell
6,683
-20
-0.3% -$1.94K 0.41% 66
2023
Q1 		$680K Buy
6,703
+250
+4% +$25.4K 0.44% 69
2022
Q4 		$672K Hold
6,453
– – 0.45% 67
2022
Q3 		$521K Hold
6,453
– – 0.39% 75
2022
Q2 		$529K Hold
6,453
– – 0.37% 75
2022
Q1 		$557K Hold
6,453
– – 0.36% 80
2021
Q4 		$468K Buy
6,453
+700
+12% +$52.9K 0.29% 88
2021
Q3 		$403K Sell
5,753
-195
-3% -$14.1K 0.28% 87
2021
Q2 		$510K Buy
5,948
+55
+0.9% +$4.64K 0.33% 83
2021
Q1 		$481K Hold
5,893
– – 0.33% 81
2020
Q4 		$412K Buy
5,893
+33
+0.6% +$1.94K 0.31% 79
2020
Q3 		$304K Hold
5,860
– – 0.25% 86
2020
Q2 		$421K Hold
5,860
– – 0.37% 77
2020
Q1 		$314K Sell
5,860
-2,235
-28% -$182K 0.33% 74
2019
Q4 		$902K Hold
8,095
– – 0.73% 42
2019
Q3 		$829K Sell
8,095
-150
-2% -$15K 0.69% 44
2019
Q2 		$771K Buy
+8,245
New +$740K 0.65% 46

Other funds holding PSX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Westhampton Capital's PSX Position: Q3 2026 in Review

Westhampton Capital held its Phillips 66 (PSX) position steady in Q3 2026 at 5,190 shares worth $1.33M. The position accounts for 0.59% of the portfolio, ranked #51.

Westhampton Capital first reported a position in PSX in Q2 2019 and has held it in 30 quarters since. 1,355 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Westhampton Capital held 5,190 shares of Phillips 66 worth $1.33M as of Q3 2026.
  • Westhampton Capital left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.59% of Westhampton Capital's portfolio in Q3 2026, its #51 holding.
  • Westhampton Capital first reported a position in Phillips 66 in Q2 2019 and has held it in 30 quarters since.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.