DWA
PSX icon

Delos Wealth Advisors’s Phillips 66 PSX Stock Holding History

Delos Wealth 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
Q1 		$36.4K Hold
200
– – 0.02% 136
2025
Q4 		$25.8K Hold
200
– – 0.02% 126
2025
Q3 		$27.2K Hold
200
– – 0.02% 144
2025
Q2 		$23.9K Buy
+200
New +$22.4K 0.02% 135
2023
Q4 		– Sell
-66
Closed -$7.54K – 375
2023
Q3 		$7.54K Hold
66
– – 0.01% 148
2023
Q2 		$6.3K Hold
66
– – 0.01% 153
2023
Q1 		$6.69K Hold
66
– – 0.01% 149
2022
Q4 		$6.87K Hold
66
– – 0.01% 161
2022
Q3 		$5K Hold
66
– – 0.01% 173
2022
Q2 		$5K Hold
66
– – 0.01% 174
2022
Q1 		$6K Hold
66
– – 0.01% 191
2021
Q4 		$5K Buy
+66
New +$4.99K ﹤0.01% 316

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Delos Wealth Advisors's PSX Position: Q1 2026 in Review

Delos Wealth Advisors held its Phillips 66 (PSX) position steady in Q1 2026 at 200 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #136.

Delos Wealth Advisors first reported a position in PSX in Q4 2021 and has held it in 12 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Delos Wealth Advisors held 200 shares of Phillips 66 worth $36.4K as of Q1 2026.
  • Delos Wealth Advisors left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.02% of Delos Wealth Advisors's portfolio in Q1 2026, its #136 holding.
  • Delos Wealth Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 12 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.