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Delta Investment Management’s Phillips 66 PSX Stock Holding History

Delta Investment Management’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 		$282K Hold
1,667
– – 0.05% 229
2026
Q1 		$304K Buy
+1,667
New +$261K 0.05% 197
2025
Q3 		– Sell
-1,813
Closed -$216K – 284
2025
Q2 		$216K Sell
1,813
-179
-9% -$20.1K 0.04% 226
2025
Q1 		$246K Sell
1,992
-142
-7% -$17.5K 0.05% 211
2024
Q4 		$243K Buy
2,134
+17
+0.8% +$2.16K 0.05% 223
2024
Q3 		$278K Sell
2,117
-74
-3% -$9.99K 0.06% 194
2024
Q2 		$309K Sell
2,191
-1
-0% -$148 0.07% 160
2024
Q1 		$358K Buy
2,192
+105
+5% +$15.1K 0.08% 150
2023
Q4 		$278K Buy
2,087
+4
+0.2% +$478 0.07% 167
2023
Q3 		$250K Buy
+2,083
New +$234K 0.07% 156
2021
Q4 		– Sell
-3,750
Closed -$263K – 190
2021
Q3 		$263K Hold
3,750
– – 0.08% 147
2021
Q2 		$322K Hold
3,750
– – 0.1% 138
2021
Q1 		$306K Hold
3,750
– – 0.1% 130
2020
Q4 		$262K Buy
+3,750
New +$220K 0.08% 155
2020
Q3 		– Sell
-3,750
Closed -$269K – 157
2020
Q2 		$269K Hold
3,750
– – 0.11% 114
2020
Q1 		$201K Sell
3,750
-541
-13% -$44K 0.15% 87
2019
Q4 		$478K Buy
4,291
+2,184
+104% +$245K 0.17% 74
2019
Q3 		$215K Sell
2,107
-618
-23% -$61.9K 0.11% 113
2019
Q2 		$254K Buy
+2,725
New +$245K 0.15% 77

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 Investment Management's PSX Position: Q2 2026 in Review

Delta Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,667 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #229.

Delta Investment Management first reported a position in PSX in Q2 2019 and has held it in 19 quarters since. The position peaked at $478K in Q4 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Delta Investment Management held 1,667 shares of Phillips 66 worth $282K as of Q2 2026.
  • Delta Investment Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.05% of Delta Investment Management's portfolio in Q2 2026, its #229 holding.
  • Delta Investment Management first reported a position in Phillips 66 in Q2 2019 and has held it in 19 quarters since.
  • Delta Investment Management's Phillips 66 position peaked at $478K in Q4 2019.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.