Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,973
-$4,783 QoQ
Shares Held
59
-27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,014
of 2,093 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Westend Capital Management, LLC holds $153,735 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
552 | $143,762 | |
| 2 | PSX |
Phillips 66
This page
|
59 | $9,973 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,973 | 59 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,756 | 81 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $11,097 | 86 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $11,697 | 86 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,259 | 86 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,619 | 86 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,076 | 106 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $13,933 | 106 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,823 | 20 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $2,940 | 18 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||