Westside Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $269K | Buy |
1,594
+10
| +0.6% | +$1.72K | 0.04% | 267 |
|
|
2026
Q1 | $286K | Sell |
1,584
-284
| -15% | -$44.5K | 0.04% | 251 |
|
|
2025
Q4 | $242K | Buy |
1,868
+23
| +1% | +$3.1K | 0.04% | 253 |
|
|
2025
Q3 | $250K | Buy |
1,845
+187
| +11% | +$24K | 0.04% | 251 |
|
|
2025
Q2 | $199K | Buy |
1,658
+187
| +13% | +$20.9K | 0.04% | 260 |
|
|
2025
Q1 | $182K | Hold |
1,471
| – | – | 0.04% | 248 |
|
|
2024
Q4 | $168K | Hold |
1,471
| – | – | 0.04% | 251 |
|
|
2024
Q3 | $194K | Hold |
1,471
| – | – | 0.04% | 244 |
|
|
2024
Q2 | $208K | Hold |
1,471
| – | – | 0.05% | 222 |
|
|
2024
Q1 | $240K | Sell |
1,471
-100
| -6% | -$14.4K | 0.06% | 209 |
|
|
2023
Q4 | $209K | Hold |
1,571
| – | – | 0.05% | 202 |
|
|
2023
Q3 | $189K | Hold |
1,571
| – | – | 0.05% | 206 |
|
|
2023
Q2 | $150K | Hold |
1,571
| – | – | 0.04% | 234 |
|
|
2023
Q1 | $159K | Hold |
1,571
| – | – | 0.05% | 230 |
|
|
2022
Q4 | $3.9K | Sell |
1,571
-100
| -6% | -$10.2K | 0.01% | 219 |
|
|
2022
Q3 | $3.12K | Buy |
1,671
+80
| +5% | +$6.82K | 0.01% | 232 |
|
|
2022
Q2 | $3.31K | Hold |
1,591
| – | – | 0.01% | 225 |
|
|
2022
Q1 | $3.31K | Hold |
1,591
| – | – | 0.01% | 226 |
|
|
2021
Q4 | $2.8K | Hold |
1,591
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $2.79K | Hold |
1,591
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $3.31K | Buy |
1,591
+104
| +7% | +$8.78K | 0.01% | 210 |
|
|
2021
Q1 | $3.13K | Sell |
1,487
-13
| -0.9% | -$1.02K | 0.01% | 201 |
|
|
2020
Q4 | $104 | Hold |
1,500
| – | – | ﹤0.01% | 291 |
|
|
2020
Q3 | $77 | Hold |
1,500
| – | – | ﹤0.01% | 319 |
|
|
2020
Q2 | $107 | Hold |
1,500
| – | – | ﹤0.01% | 269 |
|
|
2020
Q1 | $80 | Buy |
+1,500
| New | +$122K | ﹤0.01% | 291 |
|
|
2019
Q2 | $141 | Buy |
+1,518
| New | +$136K | ﹤0.01% | 220 |
|
|
2018
Q4 | $122K | Hold |
1,418
| – | – | 0.04% | 195 |
|
|
2018
Q3 | $162K | Hold |
1,418
| – | – | 0.05% | 163 |
|
|
2018
Q2 | $157K | Hold |
1,418
| – | – | 0.06% | 179 |
|
|
2018
Q1 | $135K | Hold |
1,418
| – | – | 0.07% | 188 |
|
|
2017
Q4 | $145K | Hold |
1,418
| – | – | 0.08% | 184 |
|
|
2017
Q3 | $132K | Hold |
1,418
| – | – | 0.08% | 175 |
|
|
2017
Q2 | $117K | Hold |
1,418
| – | – | 0.08% | 182 |
|
|
2017
Q1 | $110K | Buy |
1,418
+1,000
| +239% | +$80.6K | 0.05% | 179 |
|
|
2016
Q4 | $35.5K | Buy |
+418
| New | +$34.8K | 0.02% | 213 |
|
Other funds holding PSX
EIM
Westside Investment Management's PSX Position: Q2 2026 in Review
Westside Investment Management increased its Phillips 66 (PSX) stake by 0.63% in Q2 2026, buying an estimated $1.72K and bringing the position to 1,594 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #267.
Westside Investment Management first reported a position in PSX in Q4 2016 and has held it in 36 quarters since. The position peaked at $286K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Westside Investment Management held 1,594 shares of Phillips 66 worth $269K as of Q2 2026.
- Westside Investment Management bought 10 Phillips 66 shares in Q2 2026, an estimated $1.72K.
- Phillips 66 made up 0.04% of Westside Investment Management's portfolio in Q2 2026, its #267 holding.
- Westside Investment Management first reported a position in Phillips 66 in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Phillips 66 position peaked at $286K in Q1 2026.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.