AWM
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Angeles Wealth Management’s Phillips 66 PSX Stock Holding History

Angeles Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08M Buy
5,909
+366
+7% +$57.4K 0.06% 136
2025
Q4 		$715K Buy
5,543
+1,428
+35% +$192K 0.04% 164
2025
Q3 		$560K Buy
4,115
+104
+3% +$13.3K 0.03% 169
2025
Q2 		$479K Sell
4,011
-283
-7% -$31.7K 0.03% 185
2025
Q1 		$530K Buy
4,294
+59
+1% +$7.27K 0.04% 134
2024
Q4 		$482K Sell
4,235
-1
-0% -$127 0.04% 146
2024
Q3 		$557K Sell
4,236
-60
-1% -$8.1K 0.05% 129
2024
Q2 		$606K Buy
4,296
+608
+16% +$90K 0.06% 110
2024
Q1 		$602K Buy
3,688
+41
+1% +$5.91K 0.06% 107
2023
Q4 		$486K Buy
3,647
+537
+17% +$64.2K 0.06% 112
2023
Q3 		$374K Buy
3,110
+3
+0.1% +$337 0.05% 109
2023
Q2 		$296K Buy
3,107
+199
+7% +$19.3K 0.04% 142
2023
Q1 		$295K Buy
2,908
+182
+7% +$18.5K 0.04% 138
2022
Q4 		$284K Buy
2,726
+35
+1% +$3.58K 0.05% 135
2022
Q3 		$217K Buy
+2,691
New +$229K 0.04% 147
2022
Q2 		– Sell
-2,358
Closed -$204K – 213
2022
Q1 		$204K Buy
+2,358
New +$198K 0.04% 162

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Angeles Wealth Management's PSX Position: Q1 2026 in Review

Angeles Wealth Management increased its Phillips 66 (PSX) stake by 6.6% in Q1 2026, buying an estimated $57.4K and bringing the position to 5,909 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #136.

Angeles Wealth Management first reported a position in PSX in Q1 2022 and has held it in 16 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Angeles Wealth Management held 5,909 shares of Phillips 66 worth $1.08M as of Q1 2026.
  • Angeles Wealth Management bought 366 Phillips 66 shares in Q1 2026, an estimated $57.4K.
  • Phillips 66 made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Angeles Wealth Management first reported a position in Phillips 66 in Q1 2022 and has held it in 16 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.