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Delta Financial Advisors’s Phillips 66 PSX Stock Holding History

Delta Financial 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 		$1.68M Buy
9,959
+1
+0% +$172 0.4% 66
2026
Q1 		$1.81M Buy
9,958
+2
+0% +$313 0.47% 60
2025
Q4 		$1.28M Sell
9,956
-79
-0.8% -$10.6K 0.33% 80
2025
Q3 		$1.36M Buy
10,035
+1,483
+17% +$190K 0.39% 71
2025
Q2 		$1.02M Sell
8,552
-423
-5% -$47.4K 0.36% 69
2025
Q1 		$1.11M Buy
8,975
+1
+0% +$123 0.42% 67
2024
Q4 		$1.02M Sell
8,974
-248
-3% -$31.5K 0.38% 69
2024
Q3 		$1.21M Sell
9,222
-174
-2% -$23.5K 0.44% 66
2024
Q2 		$1.33M Buy
9,396
+1
+0% +$148 0.51% 61
2024
Q1 		$1.53M Buy
9,395
+311
+3% +$44.8K 0.61% 58
2023
Q4 		$1.21M Buy
9,084
+1
+0% +$120 0.52% 63
2023
Q3 		$1.09M Buy
9,083
+2
+0% +$224 0.49% 65
2023
Q2 		$866K Sell
9,081
-129
-1% -$12.5K 0.38% 77
2023
Q1 		$934K Buy
9,210
+2
+0% +$203 0.45% 69
2022
Q4 		$958K Buy
9,208
+1
+0% +$102 0.46% 67
2022
Q3 		$743K Buy
9,207
+1
+0% +$85 0.39% 77
2022
Q2 		$755K Buy
9,206
+2
+0% +$185 0.38% 81
2022
Q1 		$795K Buy
9,204
+1
+0% +$84 0.34% 81
2021
Q4 		$667K Buy
9,203
+2
+0% +$151 0.27% 86
2021
Q3 		$644K Buy
9,201
+2
+0% +$145 0.29% 87
2021
Q2 		$789K Buy
9,199
+1
+0% +$84 0.35% 81
2021
Q1 		$750K Sell
9,198
-359
-4% -$28.2K 0.35% 81
2020
Q4 		$668K Sell
9,557
-150
-2% -$8.8K 0.33% 85
2020
Q3 		$503K Buy
9,707
+2,322
+31% +$142K 0.28% 89
2020
Q2 		$531K Buy
+7,385
New +$523K 0.31% 84
2020
Q1 		– Sell
-1,950
Closed -$217K – 106
2019
Q4 		$217K Buy
+1,950
New +$219K 0.09% 108

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Delta Financial Advisors's PSX Position: Q2 2026 in Review

Delta Financial Advisors increased its Phillips 66 (PSX) stake by 0.01% in Q2 2026, buying an estimated $172 and bringing the position to 9,959 shares worth $1.68M. The position accounts for 0.4% of the portfolio, ranked #66.

Delta Financial Advisors first reported a position in PSX in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.81M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Delta Financial Advisors held 9,959 shares of Phillips 66 worth $1.68M as of Q2 2026.
  • Delta Financial Advisors bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.4% of Delta Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Delta Financial Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 26 quarters since.
  • Delta Financial Advisors's Phillips 66 position peaked at $1.81M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.