Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$993,506
-$49,656 QoQ
Shares Held
5,877
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#888
of 2,093 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Westbourne Investment Advisors, Inc. holds $14,153,539 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
50,530 | $13,160,033 | |
| 2 | PSX |
Phillips 66
This page
|
5,877 | $993,506 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,506 | 5,877 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,043,162 | 5,726 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $738,883 | 5,726 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $778,850 | 5,726 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $684,901 | 5,741 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $708,898 | 5,741 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $665,465 | 5,841 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $769,771 | 5,856 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $830,079 | 5,880 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $960,439 | 5,880 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $796,177 | 5,980 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $722,822 | 6,016 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $588,113 | 6,166 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $627,136 | 6,186 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $663,093 | 6,371 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $590,951 | 7,321 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $603,118 | 7,356 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $515,402 | 5,966 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $439,542 | 6,066 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $306,801 | 4,381 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $375,977 | 4,381 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $358,857 | 4,401 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $307,805 | 4,401 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $228,147 | 4,401 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $232,165 | 3,229 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||