Position in PSX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,350,202
-$95,578 QoQ
Shares Held
7,987
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#779
of 2,091 holders
Holding Since
Dec 2022
15 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, 2026Westmount Partners, LLC holds $1,350,202 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
7,987 | $1,350,202 |
All Filings in PSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,202 | 7,987 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,445,780 | 7,936 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,023,803 | 7,934 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,080,134 | 7,941 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $947,003 | 7,938 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $979,813 | 7,935 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $903,806 | 7,933 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,043,975 | 7,942 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $1,124,701 | 7,967 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $1,296,592 | 7,938 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $1,064,587 | 7,996 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $961,680 | 8,004 | Shares | Sole | 2025-01-28 | |
| 2023-06-30 | $752,929 | 7,894 | Shares | Sole | 2025-01-28 | |
| 2023-03-31 | $791,980 | 7,812 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $812,864 | 7,810 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||