Delta Investment Management, LLC

Position in PSX — Phillips 66

CIK 1757043 SAN FRANCISCO, CA

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$281,806

-$21,888 QoQ

Shares Held

1,667

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,517

of 2,091 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Delta Investment Management, LLC holds $488,074 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	1,667	$281,806
2	VLO	Valero Energy Corp/Tx	792	$206,268

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,806	1,667	0.0%	Shares	Sole	2026-08-13
2026-03-31	$303,694	1,667	-8.1%	Shares	Sole	2026-05-13
2025-06-30	$216,290	1,813	-9.0%	Shares	Sole	2025-08-01
2025-03-31	$245,972	1,992	-6.7%	Shares	Sole	2025-05-14
2024-12-31	$243,126	2,134	+0.8%	Shares	Sole	2025-02-18
2024-09-30	$278,279	2,117	-3.4%	Shares	Sole	2024-11-15
2024-06-30	$309,303	2,191	-0.0%	Shares	Sole	2024-08-14
2024-03-31	$358,041	2,192	+5.0%	Shares	Sole	2024-05-09
2023-12-31	$277,863	2,087	+0.2%	Shares	Sole	2024-02-02
2023-09-30	$250,272	2,083	-44.5%	Shares	Sole	2023-11-14
2021-09-30	$262,612	3,750	0.0%	Shares	Sole	2021-11-12
2021-06-30	$321,825	3,750	0.0%	Shares	Sole	2021-08-06
2021-03-31	$305,775	3,750	0.0%	Shares	Sole	2021-05-14
2020-12-31	$262,275	3,750	0.0%	Shares	Sole	2021-02-04
2020-06-30	$269,625	3,750	0.0%	Shares	Sole	2020-08-05
2020-03-31	$201,187	3,750	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.