Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,683,568
-$130,580 QoQ
Shares Held
9,959
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#699
of 2,097 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $3,301,942 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
9,959 | $1,683,568 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
6,214 | $1,618,374 |
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,683,568 | 9,959 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,814,148 | 9,958 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,284,722 | 9,956 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,364,960 | 10,035 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,020,253 | 8,552 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,108,233 | 8,975 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,022,407 | 8,974 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,212,231 | 9,222 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,326,433 | 9,396 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,534,579 | 9,395 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,209,443 | 9,084 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,091,322 | 9,083 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $866,145 | 9,081 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $933,709 | 9,210 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $958,368 | 9,208 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $743,189 | 9,207 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $754,799 | 9,206 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $795,133 | 9,204 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $666,849 | 9,203 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $644,346 | 9,201 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $789,458 | 9,199 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $750,004 | 9,198 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $668,416 | 9,557 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $503,210 | 9,707 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $530,981 | 7,385 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||