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 Q2	$33.8K	Hold	200	–	–	0.02%	142
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 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

Delos Wealth Advisors's PSX Position: Q2 2026 in Review

Delos Wealth Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 200 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #142.

Delos Wealth Advisors first reported a position in PSX in Q4 2021 and has held it in 13 quarters since. The position peaked at $36.4K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Delos Wealth Advisors held 200 shares of Phillips 66 worth $33.8K as of Q2 2026.
Delos Wealth Advisors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Delos Wealth Advisors's portfolio in Q2 2026, its #142 holding.
Delos Wealth Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 13 quarters since.
Delos Wealth Advisors's Phillips 66 position peaked at $36.4K in Q1 2026.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.