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Westmount Partners’s Phillips 66 PSX Stock Holding History

Westmount Partners’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 		$1.35M Buy
7,987
+51
+0.6% +$8.78K 0.3% 76
2026
Q1 		$1.45M Buy
7,936
+2
+0% +$313 0.36% 58
2025
Q4 		$1.02M Sell
7,934
-7
-0.1% -$942 0.26% 77
2025
Q3 		$1.07M Buy
7,941
+3
+0% +$384 0.28% 73
2025
Q2 		$947K Buy
7,938
+3
+0% +$336 0.26% 77
2025
Q1 		$980K Buy
7,935
+2
+0% +$246 0.3% 73
2024
Q4 		$904K Sell
7,933
-9
-0.1% -$1.15K 0.27% 73
2024
Q3 		$1.04M Sell
7,942
-25
-0.3% -$3.38K 0.31% 65
2024
Q2 		$1.12M Buy
7,967
+29
+0.4% +$4.29K 0.37% 55
2024
Q1 		$1.3M Sell
7,938
-58
-0.7% -$8.36K 0.47% 44
2023
Q4 		$1.06M Sell
7,996
-8
-0.1% -$956 0.43% 50
2023
Q3 		$962K Buy
8,004
+110
+1% +$12.3K 0.42% 50
2023
Q2 		$753K Buy
7,894
+82
+1% +$7.97K 0.33% 65
2023
Q1 		$792K Buy
7,812
+2
+0% +$203 0.37% 59
2022
Q4 		$813K Buy
+7,810
New +$799K 0.42% 52

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 $3.37T AUM 44.26% 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

Westmount Partners's PSX Position: Q2 2026 in Review

Westmount Partners increased its Phillips 66 (PSX) stake by 0.64% in Q2 2026, buying an estimated $8.78K and bringing the position to 7,987 shares worth $1.35M. The position accounts for 0.3% of the portfolio, ranked #76.

Westmount Partners first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.45M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Westmount Partners held 7,987 shares of Phillips 66 worth $1.35M as of Q2 2026.
  • Westmount Partners bought 51 Phillips 66 shares in Q2 2026, an estimated $8.78K.
  • Phillips 66 made up 0.3% of Westmount Partners's portfolio in Q2 2026, its #76 holding.
  • Westmount Partners first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Phillips 66 position peaked at $1.45M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.