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Livermore
Livermore
ZHEN

Westmount Partners, LLC

SEC CIK
0002051491
Latest filing
Jul 7, 2026

PSX holding history

Phillips 66 in every 13F filed by Westmount Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q2 2026)
7,987
Value
$1.35M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of PSX by Westmount Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,987$1.35M0.3%+51+0.6%AddedHolders
Q1 20267,936$1.45M0.4%+20.0%AddedHolders
Q4 20257,934$1.02M0.3%−7−0.1%ReducedHolders
Q3 20257,941$1.07M0.3%+30.0%AddedHolders
Q2 20257,938$947.1K0.3%+30.0%AddedHolders
Q1 20257,935$979.9K0.3%+20.0%AddedHolders
Q4 20247,933$903.8K0.3%−9−0.1%ReducedHolders
Q3 20247,942$1.04M0.3%−25−0.3%ReducedHolders
Q2 20247,967$1.12M0.4%+29+0.4%AddedHolders
Q1 20247,938$1.30M0.5%−58−0.7%ReducedHolders
Q4 20237,996$1.06M0.4%−8−0.1%ReducedHolders
Q3 20238,004$961.7K0.4%+110+1.4%AddedHolders
Q2 20237,894$752.9K0.3%+82+1.0%AddedHolders
Q1 20237,812$792.0K0.4%+20.0%AddedHolders
Q4 20227,810$812.9K0.4%–No prior filingHolders