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DELTA FINANCIAL ADVISORS LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DELTA FINANCIAL ADVISORS LLC on PSX, newest first. How the timeline and the estimate are built.

DELTA FINANCIAL ADVISORS LLC held 9,959 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,959 shares
    Change vs previous 13F +1 shares

    0.4% of the 13F portfolio, value $1,683,510.

    13F-HR 0001172661-26-003077 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,958 shares
    Change vs previous 13F +2 shares

    0.47% of the 13F portfolio, value $1,814,064.

    13F-HR 0001172661-26-001606 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,956 shares
    Change vs previous 13F -79 shares

    0.33% of the 13F portfolio, value $1,284,762.

    13F-HR 0001172661-26-000519 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,035 shares
    Change vs previous 13F +1,483 shares

    0.39% of the 13F portfolio, value $1,364,958.

    13F-HR 0001172661-25-004517 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,552 shares
    Change vs previous 13F -423 shares

    0.36% of the 13F portfolio, value $1,020,205.

    13F-HR 0001172661-25-002925 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,975 shares
    Change vs previous 13F +1 shares

    0.42% of the 13F portfolio, value $1,108,231.

    13F-HR 0001172661-25-001728 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,974 shares
    Change vs previous 13F -248 shares

    0.38% of the 13F portfolio, value $1,022,354.

    13F-HR 0001172661-25-000490 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,222 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,212,262.

    13F-HR 0001172661-24-004460 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).