Phillips 66 shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $770k | 5.9k | 131.49 |
| 2024-06-30 | $830k | 5.9k | 141.16 |
| 2024-03-31 | $960k | 5.9k | 163.27 |
| 2023-12-31 | $796k | 6.0k | 133.11 |
| 2023-09-30 | $723k | 6.0k | 120.18 |
| 2023-06-30 | $588k | 6.2k | 95.36 |
| 2023-03-31 | $627k | 6.2k | 101.36 |
| 2022-12-31 | $663k | 6.4k | 104.07 |
| 2022-09-30 | $591k | 7.3k | 80.73 |
| 2022-06-30 | $603k | 7.4k | 81.97 |
| 2022-03-31 | $515k | 6.0k | 86.32 |
| 2021-12-31 | $440k | 6.1k | 72.54 |
| 2021-09-30 | $307k | 4.4k | 70.08 |
| 2021-06-30 | $376k | 4.4k | 85.83 |
| 2021-03-31 | $359k | 4.4k | 81.57 |
| 2020-12-31 | $308k | 4.4k | 69.98 |
| 2020-09-30 | $228k | 4.4k | 51.81 |
| 2020-06-30 | $232k | 3.2k | 71.85 |
| 2019-12-31 | $320k | 2.9k | 111.27 |
| 2019-09-30 | $387k | 3.8k | 102.41 |
| 2019-06-30 | $353k | 3.8k | 93.41 |
| 2019-03-31 | $369k | 3.9k | 95.13 |
| 2018-12-31 | $343k | 4.0k | 86.20 |
| 2018-09-30 | $449k | 4.0k | 112.84 |
| 2018-06-30 | $455k | 4.1k | 112.23 |
| 2018-03-31 | $389k | 4.1k | 95.95 |
| 2017-12-31 | $430k | 4.3k | 101.08 |
| 2017-09-30 | $390k | 4.3k | 91.68 |
| 2017-06-30 | $352k | 4.3k | 82.75 |
| 2017-03-31 | $337k | 4.3k | 79.22 |
| 2016-12-31 | $368k | 4.3k | 86.51 |
| 2016-09-30 | $343k | 4.3k | 80.63 |
| 2016-06-30 | $345k | 4.3k | 79.42 |
| 2016-03-31 | $376k | 4.3k | 86.56 |
| 2015-12-31 | $391k | 4.8k | 81.76 |
| 2015-09-30 | $369k | 4.8k | 76.76 |
| 2015-06-30 | $418k | 5.2k | 80.59 |
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