Angeles Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $560K | Buy |
|
|||||
|
2025
Q2 | $479K | Sell |
|
|||||
|
2025
Q1 | $530K | Buy |
|
|||||
|
2024
Q4 | $482K | Sell |
|
|||||
|
2024
Q3 | $557K | Sell |
|
|||||
|
2024
Q2 | $606K | Buy |
|
|||||
|
2024
Q1 | $602K | Buy |
|
|||||
|
2023
Q4 | $486K | Buy |
|
|||||
|
2023
Q3 | $374K | Buy |
|
|||||
|
2023
Q2 | $296K | Buy |
|
|||||
|
2023
Q1 | $295K | Buy |
|
|||||
|
2022
Q4 | $284K | Buy |
|
|||||
|
2022
Q3 | $217K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $204K | Buy |
|