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Delos Wealth Advisors, LLC

Position in PSX — Phillips 66

CIK 1878326 DALLAS, TX

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$33,810
-$2,626 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,915
of 2,093 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Delos Wealth Advisors, LLC holds $583,157 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PSX
Phillips 66
This page
200 $33,810

All Filings in PSX

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $33,810 200
2026-03-31 $36,436 200
2025-12-31 $25,808 200
2025-09-30 $27,204 200
2025-06-30 $23,860 200
2023-09-30 $7,929 66
2023-06-30 $6,295 66
2023-03-31 $6,691 66
2022-12-31 $6,869 66
2022-09-30 $5,327 66
2022-06-30 $5,411 66
2022-03-31 $5,701 66
2021-12-31 $4,782 66