Westbourne Investment Advisors’s Phillips 66 PSX Stock Holding History

Westbourne Investment Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$994K	Buy	5,877 +151	+3%	+$26K	0.27%	54
2026 Q1	$1.04M	Hold	5,726	–	–	0.3%	50
2025 Q4	$739K	Hold	5,726	–	–	0.2%	66
2025 Q3	$779K	Sell	5,726 -15	-0.3%	-$1.92K	0.22%	64
2025 Q2	$685K	Hold	5,741	–	–	0.21%	67
2025 Q1	$709K	Sell	5,741 -100	-2%	-$12.3K	0.25%	55
2024 Q4	$665K	Sell	5,841 -15	-0.3%	-$1.91K	0.23%	56
2024 Q3	$770K	Sell	5,856 -24	-0.4%	-$3.24K	0.27%	57
2024 Q2	$830K	Hold	5,880	–	–	0.3%	50
2024 Q1	$960K	Sell	5,880 -100	-2%	-$14.4K	0.35%	49
2023 Q4	$796K	Sell	5,980 -36	-0.6%	-$4.3K	0.32%	52
2023 Q3	$723K	Sell	6,016 -150	-2%	-$16.8K	0.33%	51
2023 Q2	$588K	Sell	6,166 -20	-0.3%	-$1.94K	0.26%	59
2023 Q1	$627K	Sell	6,186 -185	-3%	-$18.8K	0.3%	60
2022 Q4	$663K	Sell	6,371 -950	-13%	-$97.2K	0.34%	57
2022 Q3	$591K	Sell	7,321 -35	-0.5%	-$2.98K	0.31%	58
2022 Q2	$603K	Buy	7,356 +1,390	+23%	+$129K	0.37%	54
2022 Q1	$515K	Sell	5,966 -100	-2%	-$8.41K	0.21%	65
2021 Q4	$440K	Buy	6,066 +1,685	+38%	+$127K	0.17%	72
2021 Q3	$307K	Hold	4,381	–	–	0.14%	70
2021 Q2	$376K	Sell	4,381 -20	-0.5%	-$1.69K	0.17%	65
2021 Q1	$359K	Hold	4,401	–	–	0.18%	63
2020 Q4	$308K	Hold	4,401	–	–	0.18%	64
2020 Q3	$228K	Buy	4,401 +1,172	+36%	+$71.5K	0.26%	44
2020 Q2	$232K	Buy	+3,229	New	+$229K	0.29%	45
2020 Q1	–	Sell	-2,876	Closed	-$320K	–	91
2019 Q4	$320K	Sell	2,876 -903	-24%	-$101K	0.22%	80
2019 Q3	$387K	Hold	3,779	–	–	0.29%	73
2019 Q2	$353K	Sell	3,779 -100	-3%	-$8.97K	0.29%	70
2019 Q1	$369K	Sell	3,879 -100	-3%	-$9.51K	0.28%	71
2018 Q4	$343K	Hold	3,979	–	–	0.3%	70
2018 Q3	$449K	Sell	3,979 -75	-2%	-$8.67K	0.33%	65
2018 Q2	$455K	Hold	4,054	–	–	0.39%	64
2018 Q1	$389K	Sell	4,054 -200	-5%	-$19.5K	0.31%	77
2017 Q4	$430K	Hold	4,254	–	–	0.33%	73
2017 Q3	$390K	Hold	4,254	–	–	0.3%	73
2017 Q2	$352K	Hold	4,254	–	–	0.29%	76
2017 Q1	$337K	Hold	4,254	–	–	0.28%	81
2016 Q4	$368K	Hold	4,254	–	–	0.32%	73
2016 Q3	$343K	Sell	4,254 -90	-2%	-$7K	0.3%	80
2016 Q2	$345K	Hold	4,344	–	–	0.31%	77
2016 Q1	$376K	Sell	4,344 -438	-9%	-$35.6K	0.36%	72
2015 Q4	$391K	Sell	4,782 -25	-0.5%	-$2.16K	0.38%	71
2015 Q3	$369K	Sell	4,807 -380	-7%	-$30.2K	0.37%	72
2015 Q2	$418K	Buy	+5,187	New	+$412K	0.38%	74

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westbourne Investment Advisors's PSX Position: Q2 2026 in Review

Westbourne Investment Advisors increased its Phillips 66 (PSX) stake by 2.6% in Q2 2026, buying an estimated $26K and bringing the position to 5,877 shares worth $994K. The position accounts for 0.27% of the portfolio, ranked #54.

Westbourne Investment Advisors first reported a position in PSX in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.04M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Westbourne Investment Advisors held 5,877 shares of Phillips 66 worth $994K as of Q2 2026.
Westbourne Investment Advisors bought 151 Phillips 66 shares in Q2 2026, an estimated $26K.
Phillips 66 made up 0.27% of Westbourne Investment Advisors's portfolio in Q2 2026, its #54 holding.
Westbourne Investment Advisors first reported a position in Phillips 66 in Q2 2015 and has held it in 44 quarters since.
Westbourne Investment Advisors's Phillips 66 position peaked at $1.04M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.