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Westbourne Investment Advisors, Inc.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westbourne Investment Advisors, Inc. on PSX, newest first. How the timeline and the estimate are built.

Westbourne Investment Advisors, Inc. held 5,877 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,877 shares
    Change vs previous 13F +151 shares

    0.27% of the 13F portfolio, value $993,507.

    13F-HR 0002063364-26-000212 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,726 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,043,163.

    13F-HR 0002063364-26-000132 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,726 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $738,883.

    13F-HR 0002063364-26-000026 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,726 shares
    Change vs previous 13F -15 shares

    0.22% of the 13F portfolio, value $778,851.

    13F-HR 0002063364-25-000230 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,741 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $684,901.

    13F-HR 0002063364-25-000183 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,741 shares
    Change vs previous 13F -100 shares

    0.25% of the 13F portfolio, value $708,899.

    13F-HR 0002063364-25-000073 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,841 shares
    Change vs previous 13F -15 shares

    0.23% of the 13F portfolio, value $665,000.

    13F-HR 0001650092-25-000002 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,856 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $770,000.

    13F-HR 0001650092-24-000009 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).