Phillips 66 shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Delta Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 10k | 136.02 |
| 2025-06-30 | $1.0M | 8.6k | 119.29 |
| 2025-03-31 | $1.1M | 9.0k | 123.48 |
| 2024-12-31 | $1.0M | 9.0k | 113.92 |
| 2024-09-30 | $1.2M | 9.2k | 131.45 |
| 2024-06-30 | $1.3M | 9.4k | 141.17 |
| 2024-03-31 | $1.5M | 9.4k | 163.34 |
| 2023-12-31 | $1.2M | 9.1k | 133.14 |
| 2023-09-30 | $1.1M | 9.1k | 120.14 |
| 2023-06-30 | $866k | 9.1k | 95.38 |
| 2023-03-31 | $934k | 9.2k | 101.38 |
| 2022-12-31 | $958k | 9.2k | 104.08 |
| 2022-09-30 | $743k | 9.2k | 80.70 |
| 2022-06-30 | $755k | 9.2k | 82.01 |
| 2022-03-31 | $795k | 9.2k | 86.38 |
| 2021-12-31 | $667k | 9.2k | 72.48 |
| 2021-09-30 | $644k | 9.2k | 69.99 |
| 2021-06-30 | $789k | 9.2k | 85.77 |
| 2021-03-31 | $750k | 9.2k | 81.54 |
| 2020-12-31 | $668k | 9.6k | 69.90 |
| 2020-09-30 | $503k | 9.7k | 51.82 |
| 2020-06-30 | $531k | 7.4k | 71.90 |
| 2019-12-31 | $217k | 2.0k | 111.28 |