Westside Investment Management, Inc.

Position in PSX — Phillips 66

CIK 1538383 SANTA MONICA, CA

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$269,465

-$19,107 QoQ

Shares Held

1,594

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,549

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Westside Investment Management, Inc. holds $766,095 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	1,499	$383,248
2	PSX	Phillips 66 This page	1,594	$269,465
3	VLO	Valero Energy Corp/Tx	430	$111,989
4	DINO	HF Sinclair Corp	20	$1,393

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,465	1,594	+0.6%	Shares	Sole	2026-07-27
2026-03-31	$288,572	1,584	-15.2%	Shares	Sole	2026-05-04
2025-12-31	$241,046	1,868	+1.2%	Shares	Sole	2026-01-23
2025-09-30	$250,956	1,845	+11.3%	Shares	Sole	2025-11-04
2025-06-30	$197,799	1,658	+12.7%	Shares	Sole	2025-08-05
2025-03-31	$181,638	1,471	0.0%	Shares	Sole	2025-04-25
2024-12-31	$167,590	1,471	0.0%	Shares	Sole	2025-01-17
2024-09-30	$193,362	1,471	0.0%	Shares	Sole	2024-11-20
2024-06-30	$207,660	1,471	0.0%	Shares	Sole	2024-07-17
2024-03-31	$240,272	1,471	-6.4%	Shares	Sole	2024-04-19
2023-12-31	$209,162	1,571	0.0%	Shares	Sole	2024-01-12
2023-09-30	$188,755	1,571	0.0%	Shares	Sole	2023-11-15
2023-06-30	$149,841	1,571	0.0%	Shares	Sole	2023-07-14
2023-03-31	$159,267	1,571	0.0%	Shares	Sole	2023-05-17
2022-12-31	$163,508	1,571	-6.0%	Shares	Sole	2023-01-31
2022-09-30	$134,882	1,671	+5.0%	Shares	Sole	2022-11-09
2022-06-30	$130,445	1,591	0.0%	Shares	Sole	2022-07-15
2022-03-31	$137,446	1,591	0.0%	Shares	Sole	2022-04-25
2021-12-31	$115,283	1,591	0.0%	Shares	Sole	2022-02-15
2021-09-30	$111,417	1,591	0.0%	Shares	Sole	2021-10-27
2021-06-30	$136,539	1,591	+7.0%	Shares	Sole	2021-07-28
2021-03-31	$121,249	1,487	-0.9%	Shares	Sole	2021-04-14
2020-12-31	$104,910	1,500	0.0%	Shares	Sole	2021-01-15
2020-09-30	$77,760	1,500	0.0%	Shares	Sole	2020-10-14
2020-06-30	$107,850	1,500	0.0%	Shares	Sole	2020-07-21
2020-03-31	$80,475	1,500	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.